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
Wells Fargo December 2004 - Present
Sovereign Bank August 1993 - December 2004
Fleet Bank May 1991 - August 1993
Skills
Leadership, Staff Development, Leadership Development, Branch Management, Consumer Lending, PowerPoint, Small Business Lending, Project Planning, Lines Of Credit, Public Speaking, Customer Retention, Mortgage Banking, Home Equity Loans, USDA, Loan Origination, Home Equity Lines of..., Process Improvement, VA loans, Commercial Lending, Event Planning, FHA financing, SBA
Education
Brookdale Community College 1990 — 1992
business technology
Black Knight Financial Services August 2015 - Present
TD Bank June 2007 - June 2015
Bank of America 2007 - 2008
Fleet Bank May 1989 - June 2007
Skills
Banking, Loans, Commercial Banking, Operational Risk, Credit, Risk Management, Process Improvement, Change Management, Portfolio Management, Business Analysis, Financial Analysis, Retail Banking, Credit Analysis, Strategic Planning, Business Strategy, Management, Consumer Lending, Commercial Lending, Credit Risk, Finance, Financial Risk, Mortgage Lending, Small Business Lending, Financial Services, Commercial Mortgages, Relationship Management, Loan Origination, Leadership, Strategy, Project Management
Education
MBA International Banking
Master of Business Administration (M.B.A.), International Business
Bryant University 1977 — 1981
Business/Commerce, General
University of Rhode Island October 2006 - Present
Benihana February 2002 - January 2006
Fleet Bank July 1997 - April 2000
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Financial Statements, Financial Accounting, Account Reconciliation, QuickBooks, GAAP, Accounts Payable, Auditing, Bank Reconciliation, Tax Preparation, US GAAP, Journal Entries, Microsoft Word, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Budgets
Education
Bryant University 1993 — 1996
B.S., Business - Finance
Harrison and Star February 2015 - Present
Harrison and Star February 2014 - Present
Cline Davis & Mann January 2011 - September 2013
Cline Davis & Mann July 2010 - January 2011
Cline Davis & Mann, Inc. (a division of Omnicom) September 2007 - July 2010
Monitor Group September 2000 - August 2007
GE Capital March 1996 - August 1998
Fleet Bank September 1990 - February 1996
Skills
Segmentation, Integrated Marketing, Strategy, Management, Marketing Strategy, Competitive Analysis, Market Research, Analytics, Marketing, Customer Insight, Advertising, Marketing Communications, Market Analysis, Brand Development, Multi-channel Marketing, Brand Management, Coaching, Business Strategy, Strategic Planning, Marketing Management, Business Planning, Management Consulting, Marketing Research, Brand Architecture, Account Management, Talent Management, Digital Strategy, Pharmaceutical Industry, Positioning, Leadership, Strategic Consulting, Business Development, Team Leadership, Consulting, E-Learning, HIPAA, Internal Communications, Key Account Management, Knowledge Management, Lead Generation, Negotiation, New Business Development, Qualitative Research, Risk Assessment, Vendor Management, Interactive Marketing, Digital Marketing, Product Launch, Product Development, Direct Marketing
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Marketing
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Rogers Corporation December 2014 - Present
CVS Caremark Corporation March 2010 - November 2014
CVS/Caremark August 2006 - March 2010
Prestige Capital Mortgage Corporation (PCMC) July 2004 - August 2006
GTECH December 2003 - July 2004
Fidelity Investments October 1998 - December 2003
Democratic Party of Rhode island (Johnston) 1997 - 1998
Fleet Bank 1996 - 1998
Skills
Process Improvement, Risk Management, Cash Management, Budgets, Financial Analysis, Forecasting, Financial Modeling, Financial Forecasting, Treasury, Expense Management, Financial Services, Finance, Vendor Management, Contract Negotiation, Portfolio Management, Sarbanes-Oxley Act, Strategic Planning, Project Finance, Financial Reporting, Investment Banking, Mergers & Acquisitions, Corporate Budgeting, Commercial Lending, Investment Management, Fund Accounting, Gaming Industry, Merchandise Planning, Pricing Analysis, Retail Banking, Equity Trading, Securities Fraud, Security Analysis, Italian, Lottery, Trust Services, Prime Brokerage, Derivative Trading, Exchange Traded..., Equity Derivatives, Equity Research, Hyperion Financial..., Essbase, SAP, Oracle Applications, Microsoft SQL Server, Capital Markets, Financial Planning, Treasury Management, Corporate Finance, Corporate Financial...
Education
Bryant University 1989 — 1993
Finance, Bachelor's of Science in Business Administration
Johnston Senior High 1986 — 1989
High school diploma: College prep accelerated
Rockland Trust June 2014 - Present
Bank of America November 2011 - June 2014
Webster Bank October 2009 - November 2011
Verizon Wireless May 2008 - October 2009
Robert Half Technology September 2007 - May 2008
BENEFICIAL FINANCE March 2003 - September 2007
Fleet Bank February 2002 - March 2003
Skills
Sales Management, Salesforce.com, Outbound, Online Research, Business Management, Small Business, Small Business Lending, Negotiation, Telecommunications, Home Equity, Technical Recruiting, Account Management, Banking, Business Development, Cold Calling, Credit, Inbound Marketing, Customer Service, Leadership, Loans, Management, Mortgage Lending, Networking, New Business Development, Recruiting, Sales, Sales Operations, Strategy, Team Management, Training
Education
University of Phoenix 2006 — 2008
MBA, Business Operations
University of Massachusetts Dartmouth 1998 — 2000
Bachelors, Operations Mgt
Bristol Community College 1996 — 1998
Associates, Business Mgt
Community College of Rhode Island 1993 — 1994
Associates, Business Mgt
Massasoit Community College 1993 — 1993
Business Mgt
Durfee High School 1987 — 1991
College Prep
Brown University August 2012 - Present
Rhode Island Center for Innovation & Entrepreneurship (RI-CIE) March 2009 - June 2012
Brown University July 2004 - March 2009
Fleet Bank September 2000 - May 2004
The SCA Group (acquired by Tier Technologies in 2000) May 1998 - August 2001
Cleaver Company 1990 - 1996
Skills
Community Building, Planning, Project Implementation, Project Planning, Start-ups, Entrepreneurship, Budgets, Organizational..., Program Management, Grants, Strategy, Retail, Integration, Business Process..., Project Management, Program Development, Event Planning, Innovation Management, Analysis, Business Strategy, Strategic Planning, Management Consulting, Social Media, Social Networking, Research, Nonprofits, Proposal Writing, Grant Writing, Management, Mergers, Consulting, Change Management, Leadership Development, Fundraising, Public Speaking, Community Outreach, Networking, Higher Education, Workshop Facilitation, Data Analysis, Teaching, Strategic Communications, International Relations, Social Entrepreneurship, Sustainability, Qualitative Research, Public Policy
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Organization
Bowdoin College 1980 — 1984
AB, Government/Env. Studies
MassDevelopment August 2010 - December 2013
Mass Health and Educational Facilities Authority 2008 - 2010
Bank of America 2004 - 2007
Fleet Bank 1994 - 2004
Shawmut Bank 1978 - 1994
Skills
Credit, Banking, Financial Analysis, Portfolio Management, Commercial Lending, Bonds, Financial Modeling, Risk Management, Investments, Due Diligence, Asset Management, Finance, Credit Analysis, Financial Services, Commercial Banking, Corporate Finance, Mergers & Acquisitions
Education
Brown University
Bachelor of Arts, Human Biology
Tuck School of Business at Dartmouth
MBA, Finance
Viewpoint Creative July 2014 - Present
DiningIn.com January 2013 - May 2014
City Year June 2009 - December 2012
Cascap Inc June 2005 - June 2009
Union Trust Mortgage Corp February 2002 - June 2005
Carberrys Bakery & Coffee House/Myllan-Carberrys September 1997 - February 2002
ADD Inc January 1995 - August 1997
Fleet Bank 1986 - 1993
Skills
Non-profits, Accounting, Budgets, Financial Reporting, Financial Analysis, Managerial Finance, GAAP, General Ledger, Sarbanes-Oxley Act, QuickBooks, Microsoft Excel, Accounts Payable, Account Reconciliation, Accounts Receivable, Auditing, Financial Accounting, Strategic Financial..., Financial Modeling, Forecasting, Payroll, Financial Statements, Internal Controls, Management, Finance, Nonprofits, Leadership, Budgeting, Management Accounting, Invoicing
Education
Boston University Questrom School of Business 1986 — 1991
MBA, Accounting and Business
Johnson & Wales University 1977 — 1981
B.S., Accounting
Sears Holdings Corporation February 2014 - Present
The GO TO - HOW TO Guy March 2013 - Present
Fi Companies August 2002 - March 2013
Fi Companies August 2002 - February 2013
New Horizons Computer Learning Centers North Bergen NJ February 1997 - February 2002
Kate Spade & Company February 1997 - February 2002
Fleet Bank January 1996 - January 1997
DoubleTree by Hilton May 1993 - December 1995
Vista Hotel (Hilton International) July 1990 - June 1993
Merrill Lynch June 1986 - July 1990
Skills
Claim Investigation, Insurance Claims, Workers Compensation, Training, Safety Consulting, Project Planning, Contract Negotiation, Contract Management, Leadership, Background Checks, Procurement, Logistics, Technical Writing, Instructional Design, Construction Safety, Process Safety, Retail, Process Scheduler, Microsoft Office
Education
Seton Hall University 1981 — 1985
Bachelor of Business Administration (BBA), Business / Education
Thomas Edison State College 1981 — 1985
BS, Business, Management, Marketing, and Related Support Services
Brookdale Community College 1973 — 1975
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, 3.6
Marlboro High School 1968 — 1972
High School, College Prep
Ms. Shantel's Beauty Health and Wellness February 2013 - Present
Simply Younique's Beautiful Hair, Cosmetics, and Accessories May 2010 - Present
Simply Youniques Fashion Jewelry and Acessories January 1997 - Present
Fleet Bank August 1993 - June 2005
Skills
Small Business, Fragrance, Online Marketing, E-commerce, Cosmetics, Online Advertising, Social Media Marketing, Marketing Strategy, Skin Care, Brand Development, PPC, Advertising, Entrepreneurship, Social Media, Marketing, SEM, Email Marketing, Management/Leadership, Sales, Beauty Industry, Direct Marketing, Google Adwords, Social Networking, Brand Management
Education
http://www.universityofmakeup.com/online-makeup-course/ 2014 — 2015
Make-Up Artist/Specialist
Bryant and Stratton College-Henrietta 1994 — 1998
Bachelor's degree, Business/Managerial Economics, 3.79-4.0
Digital Insight January 2015 - Present
Bank of America March 2011 - June 2014
Bank of America March 2010 - March 2011
Bank of America January 2009 - March 2010
Bank of America July 2007 - December 2008
Bank of America July 2004 - July 2007
Fleet Bank 2002 - July 2004
Meridien Research January 2000 - April 2002
BankBoston June 1995 - December 1999
Skills
Market Research, Product Development, Product Management, Treasury Services, Commercial Banking, Payments, Cash Management, Treasury Management, Banking, Vendor Management, Strategy, Portfolio Management, E-commerce, Analysis, Cross-functional Team..., Segmentation
Education
Brown University 1991 — 1995
AB, Anthropology
KPMG December 2013 - Present
Isdaner & Company, LLC January 2012 - June 2012
Universidad Pedagógica y Tecnologica de Colombia August 2010 - May 2011
Colegio Los Angeles May 2010 - September 2010
Bell and Mitchell April 2003 - May 2010
Fleet Bank June 2001 - April 2003
OfficeMax February 1999 - June 2001
Skills
Microsoft Excel, ProSystem fx Tax, Visual Basic, C++, JavaScript, Adobe Acrobat, Microsoft Word, Tax, Analysis, Accounting, Access, Customer Service, Management, Microsoft Office, PowerPoint
Education
Drexel University 2011 — 2013
Bachelor of Science Business Administration, Accounting, 4.0
Bucks County Community College 2009 — 2010
Associate of Arts, Business Administration
MFS Investment Management December 2010 - Present
Bank of America January 2005 - February 2009
Fleet Bank September 2003 - January 2005
MerchantWarehouse.com, Inc August 2001 - July 2003
ATW Companies September 1999 - August 2001
Skills
Fixed Income, Investments, Portfolio Management, Business Development, Business Requirements, Requirements Gathering, Relationship Management, Project Management, Risk Management, SDLC, Sales, Securities, Strategic Financial..., Banking, Business Analysis, Equities, Financial Services, Mutual Funds, Online Marketing, Systems Analysis, Wealth Management, Bloomberg
Education
Bryant College 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Bryant University 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Bank of America November 2009 - Present
Financial Services Volunteer Corps October 2003 - Present
Bank of America October 2006 - October 2009
Bank of America September 2004 - October 2006
Webster Bank August 2002 - September 2004
Fleet Bank March 1999 - August 2002
Fleet Bank April 1994 - March 1999
Fleet Bank March 1990 - April 1994
Epstein Funding, Inc. June 1988 - March 1990
Citytrust June 1986 - June 1988
Education
Columbia University - Columbia Business School 1980 — 1981
MBA
Brandeis University 1974 — 1978
B.A.
Fiserv: Open Solutions Division February 2011 - Present
Webster Bank 2008 - January 2011
Webster bank 2002 - 2008
Fleet Bank January 2000 - May 2002
Fleet Bank April 1997 - December 1999
Fleet Bank April 1996 - April 1997
John Hancock September 1995 - April 1996
Skills
Banking, Pricing, Internet Banking, Product Management, Product Development, Strategic Planning, Credit Cards, Financial Analysis, Marketing Strategy, Product Marketing, P&L Management, Business Strategy, E-commerce, Business Planning, Management, Direct Marketing, Segmentation, Mergers & Acquisitions, Sales, Leadership, Strategy, Account Management, Program Management, Marketing, Finance, Enterprise Software
Education
The University of Connecticut School of Business 2004 — 2006
Executive Education-Business Mastery Program
Consumer Bankers Association Graduate School at the University of Virginia 1999 — 2001
Masters
Bryant University 1991 — 1995
MS
Gulfstream Aerospace December 2014 - Present
Bank of America August 2011 - February 2014
Bank of America August 2007 - August 2011
Bank of America January 2003 - 2007
Fleet Bank September 1999 - January 2003
St Peters Hospital January 1985 - September 1999
Cluett and Peabody September 1983 - December 1984
Skills
Process Improvement, Process Engineering, Visio, Six Sigma, Business Analysis, IT Management, Change Management, Agile, IT Service Management, Solution Design, ITIL, Governance, Vendor Management, Cross-functional Team..., Software Development, Business Process, Integration, Program Management, Software Documentation, Agile Methodologies, Management, Project Management, SDLC, Information Technology, Enterprise Software, IT Strategy, Project Portfolio..., Enterprise Architecture, Requirements Analysis, Business Process..., Software Project..., Business Intelligence, SharePoint, Disaster Recovery, Mainframe, IT Operations, Requirements Gathering, Data Center, Project Delivery, Service Delivery, Incident Management, Release Management, Business Process Design, Servers, SQL, Databases, Analysis, Business Requirements, Cloud Computing, Service Management
Education
State University of New York Empire State College 1996 — 1998
Health Information management
Bryant and Stratton College 1975 — 1977
AOS, Computer Science
Citizens Bank November 2008 - Present
The Washington Trust Company February 2008 - January 2009
Fleet Bank 1980 - 2007
Education
Bryant University 1976 — 1984
Masters, Accounting
BDC Capital October 2014 - Present
Citizens Bank June 2011 - September 2014
First Commons Bank March 2010 - August 2011
Cambridge Ivy Press November 2007 - September 2010
Commerce Bank & Trust December 2008 - March 2010
CIT 2005 - 2007
Key Bank July 2003 - October 2005
Fox Hill Country Club October 1994 - December 2003
Fleet Bank December 2000 - June 2003
MTV NETWORKS June 1993 - August 1993
Skills
Change Management, Funding, Corporate Development, Vendor Management, Loans, Marketing, Financial Analysis, Sales, Banking, Portfolio Management, Credit, Commercial Lending, Risk Management, Mortgage Lending, Commercial Banking, Investments, Underwriting, Financial Services, Leadership, Finance, Real Estate, Management, Training, Small Business Lending, Strategy, Due Diligence, Executive Management, Credit Analysis, Financial Risk, Relationship Management, Financial Structuring, New Business Development, Consumer Lending, Credit Risk, Valuation, Asset Based Lending, Loan Origination, Commercial Mortgages, Cash Management, Capital Markets, Mergers, Financial Modeling, Cross Selling, Lines Of Credit, Retail Banking, Structured Finance, Investment Banking, Treasury Management, Venture Capital, Coaching
Education
Harvard University 1998 — 2000
Certificate of Special Studies, Administration and Management, Finance Concentration
Stony Brook University 1993 — 1997
Harriman School of Management and Policy B.S, Business Administration
Boston University - School of Management 1993 — 1994
Business Administration and Management, General
Eastport 1989 — 1993
Pondra's Homes & Hearth Realty, LLC May 2005 - Present
Bank of America January 2000 - August 2005
Mardi Gras January 1997 - January 2001
Fleet Bank January 1998 - January 2000
Fleet Bank January 1994 - January 1998
Fleet Bank January 1991 - January 1994
Fleet/Norstar Bank August 1989 - January 1991
Jamesway Department Store January 1986 - August 1989
Skills
Financial Analysis, Budgets, Training, Banking
Education
Bryant & Stratton College 1987 — 1989
Associate's, Business Administration
LiveOps September 2015 - Present
ShoreTel September 2013 - September 2015
Bank of America December 1997 - August 2013
Bank of America May 2011 - February 2012
Bank of America February 2005 - August 2011
Fleet Bank 2001 - 2004
Fleet Credit Card Services 1998 - 2001
Advanta 1996 - 1997
Skills
Banking, Commercial Banking, Service Management, Risk Management, Change Management, Enterprise Architecture, Financial Services, Project Portfolio..., Vendor Management, Problem Management, Incident Management, ITIL, Business Analysis, Performance Consulting, Configuration Management, SharePoint, Project Management, Credit, Relationship Management, Loans, Credit Cards, SDLC, Retail Banking, Six Sigma, Strategic Planning, Mortgage Lending, Disaster Recovery, IT Strategy, Portfolio Management, Process Improvement, Operational Risk..., Customer Service, Management, PMO, Program Management, Commercial Lending, Visio, Leadership, Staff Development, Call Centers, Financial Risk
Education
CLC 1995 — 1997
Associates, ITSP
Bucks County Community College 1991 — 1993
Elementary Education
Archbishop Wood 1987 — 1990
Time Warner Cable August 2010 - Present
Ravencloud Computing January 2009 - Present
Time Warner Cable March 2007 - August 2010
NESI Inc May 2001 - August 2001
BFI Waste Systems April 1999 - March 2001
Fleet Bank 1996 - 1998
Skills
Troubleshooting, Call Centers, Networking, VoIP, Technical Support, Customer Service, Microsoft Office, Microsoft Excel, Telecommunications, Customer Satisfaction, Microsoft Word, Broadband, Outlook, PowerPoint, Computer Repair, Telephony, Windows 7, Windows, LAN-WAN, WAN, Routers, Network Administration, Wireless Networking, Software Installation, C++, Computer Hardware, System Deployment, IP, Java, Visual C++, Visual Basic, Technical Writing, Cooking, Customer Experience, BMC Remedy, XP, Computer Maintenance, Customer-focused Service, Quilting, Baking, Novell Netware, Computer Upgrades, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook, PhpMyAdmin, Project Management, Cisco Technologies, TCP/IP
Education
University of Southern Maine 2010 — 2017
Pending BS, Information Technology
Bucks County Community College 1998 — 2001
AA, Computer Science
O'Brien Commercial Properties May 2015 - Present
Cindy Lee Robinson Freelancer 2012 - Present
Ink Etcetera Corporation May 2014 - April 2015
State Street 2007 - 2011
CVS Caremark Corporation 2005 - 2006
Bank of America 2004 - 2005
Fleet Bank 2001 - 2004
Liberty Funds Group 2000 - 2001
Staples 1996 - 1999
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe Fireworks, Dreamweaver, JavaScript, jQuery, Wordpress, Proofreading, Project Management, Microsoft Word, Microsoft Excel, Logo Design, WordPress, Web Design, Marketing
Education
Boston University Center for Digital Imaging Arts 2012 — 2012
Graphic & Web Design Certificate, Graphic Design
Bridgewater State College 1982 — 1986
Bachelor of Science (BS), Management / Marketing, cum laude
Half Hollow Hills School Candlewood Middle September 2014 - Present
HealthPro Staffing November 2008 - November 2009
American Technical Ceramics May 1999 - September 2008
Dr. Immediate Care December 1998 - May 2002
Fleet Bank September 1996 - March 1998
Skills
Microsoft Office, Lotus Notes 123, AS400, Customer Service, Lotus Notes, Data Entry, Microsoft Excel, IBM iSeries, Windows, Microsoft Word, PowerPoint, Data Analysis, Employee Relations, Human Resources, Interviews, Management, Outlook, Process Improvement, Process Scheduler, Recruiting, Team Leadership
Education
Concordia College-New York 2015 — 2017
Master’s Degree, Special Education and Teaching
Walden University 2013 — 2015
Doctor of Philosophy (Ph.D.), Health/Health Care Administration/Management
Dowling College 2012 — 2013
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Briarcliffe College 2009 — 2011
BS, Business Management
Briarcliffe College 2009 — 2010
Associates, Applied Science; Business Management
Ultra Sound Diagnosis 1998 — 2000
AS, Medical Assistant
Black Box Network Services June 2015 - Present
Hewlett-Packard June 2011 - October 2014
The Apex Technology Group October 2000 - February 2011
Fleet Bank September 1991 - October 2000
Executone Information Systems 1989 - 1992
Sprint Nextel 1985 - 1987
ROLM 1979 - 1986
Skills
PMP, Vendor Management, SDLC, Management, RFP, Cloud Computing, Network Design, Disaster Recovery, Security, ITIL, Service Delivery, Project Portfolio..., Leadership, IT Strategy, SaaS, IT Service Management, Resource Management
Education
Bridgewater State College 1969 — 1973
BA, history
Silicon Valley Bank Vice President - Life Science PracticeSilicon Valley BankJuly 2006 - December 2013
Bank of America 2003 - 2005
Fleet Bank 2000 - 2003
BankBoston 1999 - 2000
Bank Boston 1990 - 1999
Education
Bryant University
B.S., Business
Bank of America January 2004 - Present
Fleet Bank 2000 - 2004
Bank of Boston 1981 - 2000
BankBoston 1981 - 2000
Skills
Credit, Middle Market, Banking, Risk Management, Leveraged Finance, Credit Risk, Commercial Lending, Credit Analysis, Investments, Investment Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Mergers, Fixed Income, Loans, Structured Finance, Financial Modeling, Commercial Banking, Finance, Valuation, Emerging Markets, Restructuring, Corporate Finance, Derivatives, Private Equity, Financial Services, Equities, Financial Risk, Asset Management, Hedge Funds, Securities, Treasury Management
Education
Brown University 1977 — 1981
AB, Economics
JRN Real Estate Group; JRNHomebuyers and JerenisisJourney August 2013 - Present
Coach Realtors December 2012 - Present
Bare International January 2011 - Present
Envirian of Bucks, PA September 2009 - Present
Island Advantage Realty, NY July 2010 - November 2012
Charming Shoppes 2005 - 2009
Century 21 Acclaim, PA 2003 - 2009
Fleet Bank 1999 - 2005
Regional Driving School of Fair Haven,Inc. 1996 - 1999
United Retail Group 1994 - 1996
Skills
Real Estate, Investment Properties, NJ State Notary, Short Sales, Foreclosures, REO, Residential Homes, Marketing, Sales, Referrals, Negotiation, Property, Leases, New Business Development, Sales Management, HUD, Retail, Banking, Sellers, Relocation, Listings, First Time Home Buyers, Buyer Representation, Investors, Single Family Homes, Real Estate Transactions, Purchasing, Buyers, Home Staging
Education
Kaplan University 2004 — 2006
BA, Business Managment
Weichart Real Estate School 2003 — 2004
Real Estate
Brookdale Community College 1992 — 1994
AA, Business Law
Comsewogue High School
Infant Jesus School
Mercy Catholic High School
St. Bernards
St. Patrick's
HPF Service, LLC September 2013 - Present
Atlanta Asset Based Lender December 2012 - September 2013
Textron Financial June 2009 - December 2012
Cerberus March 2008 - March 2009
Cratos Capital Partners, LLC May 2006 - February 2008
Wells Fargo Capital Finance formerly Wells Fargo Foothill January 1995 - May 2006
Fleet Bank 1992 - 1994
KPMG 1990 - 1992
Skills
Business, Portfolio Management, Due Diligence, Cash Flow, Team Building, Bankruptcy, Healthcare, Business Development, Asset Based Lending, Credit, Loans, Valuation, Structured Finance, Investment Banking, Funding, Factoring, Investments, Commercial Lending, Finance, Banking, Mergers & Acquisitions, Corporate Finance, Commercial Banking, Restructuring, Leveraged Finance, Executive Management, Mortgage Lending, Loan Origination, Debt Restructuring, Credit Analysis, Middle Market, Private Equity, Commercial Finance, Financial Structuring, Workout, Credit Risk, Small Business Lending, LBO, Financial Modeling, Commercial Real Estate, Cash Management, Financial Services, Financial Analysis, Capital Markets, Underwriting, Leadership, Cash Flow Lending, Capital, Commercial Mortgages, Real Estate
Education
Bryant University 1988 — 1990
Bachelor of Science (BS)
P-Solve December 2010 - July 2015
Mercer Global Investments September 2008 - August 2009
Invesra November 2007 - September 2008
Mercer Investment Consulting February 1998 - November 2007
Fleet Bank February 1980 - July 1994
Bank of New England 1979 - 1994
Skills
Investments, Asset Allocation, Pensions, Mutual Funds, Investment Strategies, Asset Management, Defined Contribution, Fixed Income, Investment Advisory, Retirement, Defined Benefit, Investment Management, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Hedge Funds, Equity Research, Banking, Financial Services, Derivatives, Equities, Client Presentation, Group Presentations
Education
Boston University Questrom School of Business 1982 — 1987
MBA, Finance
Wellesley College 1974 — 1978
Bachelor of Arts (BA), Music
St. Timothy's School
Bank of America June 2012 - Present
Bank of America October 2010 - June 2012
Bank of America 2005 - September 2010
Fleet Bank 2001 - 2005
Fleet Bank 1999 - 2001
Intouch Management Systems 1996 - 1999
Electronic Data Systems 1994 - 1996
Shawmut Bank 1993 - 1994
Skills
Banking, Retail Banking, Customer Service, Call Centers, Financial Services, Customer Experience, Commercial Banking, Credit, Cross-functional Team..., Vendor Management, Risk Management, Relationship Management, Call Center, Loans, Credit Analysis, Consumer Lending, Credit Cards, Mortgage Lending
Education
Bryant University 1989 — 1993
BS, Marketing
Herter Associates, LLC June 2004 - Present
Fleet Bank June 2001 - June 2004
Fleet Bank June 1999 - June 2000
BankBoston January 1990 - June 1999
St. George's School, Newport, RI September 1976 - June 1991
Skills
Banking, Capital Markets, Financial Analysis, Credit, Portfolio Management, Credit Analysis, Management, Finance, Loans, Corporate Finance, Commercial Lending, Investments, Credit Risk, Structured Finance, Valuation, Commercial Banking
Education
Brown University 1981 — 1982
Masters, Classics
Bowdoin College 1972 — 1976
BA, Classics and Economics
MA Small Business Development Center Network, Clark University June 2015 - Present
Digital Federal Credit Union April 2012 - June 2015
Citizens Bank June 2010 - March 2012
Strategic Financial Partners June 2009 - May 2010
Bank of America May 2002 - April 2009
Fleet Bank May 2002 - August 2004
Why Me, Inc July 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Loans, Cash Management, Investments, Credit, Banking, Finance, Wealth Management, Portfolio Management, Insurance, Selling, Financial Services, Retirement Planning, B2B, Small Business, Management, Commercial Banking
Education
Bryant University 1980 — 1984
B.S., Marketing
Federal Reserve Bank of Boston January 2015 - Present
State Street Bank March 2000 - Present
State Street Bank 2000 - 2003
Fleet Boston 1997 - 2000
Fleet Bank 1990 - 1997
Skills
Risk Assessment, Bank Compliance, Internal Controls, OFAC, Money Laundering, Implementation Of..., Training & Development, Due Diligence, Ethics, Risk Management, KYC, Compliance Management, Regulatory Analysis, Regulatory Research, Portfolio Management, Compliance, Bank Secrecy Act, USA PATRIOT Act, Regulations, Securities
Education
Suffolk University 1999 — 2001
MFS, Financial Services and Banking
Boston University Questrom School of Business 1986 — 1989
BSBA, Business Administration and Accounting
Operations Manager - Training Development August 2015 - Present
Georgia-Pacific LLC June 2011 - October 2014
Preservation Housing Management July 2007 - January 2011
Belfer Group April 2003 - June 2007
Sun National Bank October 1997 - May 2003
Fleet Bank June 1998 - March 2000
Skills
Employee Training, Training, Employee Relations, Onboarding, Recruiting, Performance Management, Human Resources, Succession Planning, Organizational..., Talent Management, New Hire Orientations, Workforce Planning, Benefits Administration, Leadership, Deferred Compensation, Management, Customer Service, Process Improvement, Team Leadership, Coaching, Employee Engagement, Team Building, Interviews, Payroll, HR Policies, Policy, Change Management, Leadership Development, Training & Development, Team Management, Hiring, Analysis, Supervisory Skills, Sourcing, Project Management, Auditing, Employee Benefits, Training Delivery, Forecasting, Continuous Improvement, Negotiation, Conflict Resolution
Education
Stevens Henager College 2014 — 2015
Master of Business Administration (MBA)
Stevens Henager College 2011 — 2014
Bachelor of Science (BS), Business Administration/Human Resourcing
Brookdale Community College
Business Administration and Management, General
CVS Health October 2007 - Present
Citizens Bank 2002 - 2007
State Street January 2000 - April 2002
Fleet Bank December 1995 - January 2000
Bank of New England 1992 - 1995
Skills
CISA, IT Audit, Auditing, Information Technology, Management, Financial Audits, Change Management, Project Management, Sarbanes-Oxley Act, Leadership, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, SAS70, HIPAA, Internal Controls, Information Security..., Budgets, Business Continuity, Information Security, Risk Assessment, COBIT
Education
Worcester Polytechnic Institute 1999 — 2003
MS, Operations and Information Technology
Bridgewater State University
BS
Mercer July 2007 - Present
Merrill Lynch \ Princeton Retirement Group September 2001 - June 2007
Fleet Bank 1996 - September 2001
Putnam Investments 1994 - 1996
Skills
Employee Benefits, HR Consulting, Performance Management, Talent Management, Employee Engagement, Benefits Administration, Employee Relations, Deferred Compensation, Personnel Management, Change Management, Vendor Management, HR Policies
Education
Bridgewater State University 1987 — 1991
BA Communication
Santander Bank, N.A. November 2014 - Present
BlueSnap February 2013 - 2014
Citizens Bank August 2012 - February 2013
Citizens Bank November 2010 - February 2012
Citizens Bank August 2005 - November 2010
Citizens Bank June 2000 - August 2005
Fleet Bank August 1997 - June 2000
Fleet Bank March 1992 - August 1997
Fleet Bank June 1986 - March 1992
Skills
Payments, Operational Risk..., Project Management, Enterprise Risk..., Underwriting, Product Management, Business Continuity..., Cross-functional Team..., Third Party Vendor..., Gap Analysis, Compliance, Risk, Risk Mitigation, Banking, Credit Cards, Vendor Management, Credit Risk, Credit, Operational Risk, International..., IT Risk Management, Sales Process, Contract Negotiation, Contract Management, Call Center Development, Risk Management, Strategy, Financial Risk, Portfolio Management, Governance, AML, Operations Management, Management, Fraud, Business Process, Six Sigma, Risk Assessment, Retail Banking, Finance
Education
Bryant University 2005 — 2005
•Project Management Certificate, Project Management
Providence College
Bachelor of Science (BS), Business Administration, Management and Operations
Rhode Island 2004 - Present
Fleet Bank 2001 - 2004
Fleet Bank 1979 - 2004
Skills
Retail Banking, Mergers & Acquisitions, Employee Training, Customer Service, Leadership, Operations Management, Compliance, Risk Management, Process, Performance Management, Human Resources, Process Improvement, Policy, Vendor Management, Change Management, Employee Benefits, Analysis, Training, Management, Employee Relations, Organizational..., Strategy, Program Management, Coaching, Operational Risk..., Team Building, Business Process..., Banking, Financial Analysis
Education
Bryant College 2012 — 2014
Mt Plesant High School
COCC 2004 - Present
Webster Bank 2001 - 2004
Fleet Bank 1985 - 2000
Fleet Bank 1985 - 1998
Fleet Boston Financial 1985 - 1997
Colorado National Bank of Denver 1980 - 1985
Valley Bank, California 1976 - 1980
Skills
Project Management, Public Speaking, Process Improvement, Banking, Leadership, Strategic Planning, Cash Management, Vendor Management, Account Management, ACH, Team Building, Business Development, Payments, Financial Services, Management, Risk Management, Business Analysis, CRM, Business Process..., Financial Analysis, Strategy, Relationship Management
Education
The University of Connecticut School of Business 2003 — 2004
Mastery Certificate, Webster Business Program
BAI Bank Operations & Technology 1998 — 1999
Certificate, Bank Operations & Technology
Advanced Management Systems 1998 — 1998
Certificate, Managing Operations Course
Bryant University 1974 — 1976
Business Mgmt
Bank of America Merchant Services October 1997 - Present
Wells Fargo Home Mortgage 2003 - 2008
Fleet Bank 1992 - 1997
Skills
Merchant Banking, Small Business, Revenue & Profit Growth, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Residential Mortgages, Credit Analysis, Underwriting, Loans, Portfolio Management, Risk Management, Sales, Relationship Management, Management, Credit Cards, Financial Services, Banking
Education
Bryant University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Rhode Island College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
WattSun Solar LLC April 2015 - Present
Kilowatt Financial March 2014 - September 2014
Admirals Bank January 2008 - February 2014
Infinity Data Corp January 2007 - December 2007
Pella Windows And Doors Of Boston, NH, ME January 2005 - December 2006
Fleet Bank January 2003 - December 2004
Skills
Business Development, Sustainable Energy, Marketing, B2B, Customer Service, Small Business, Residential Homes, New Business Development, Mortgage Lending, Renewable Energy, Recruiting, Loan Origination, Sales, Credit, Finance, Account Management, Banking, Sales Management, Refinance, Microsoft Excel, Mortgage Banking, Loans, Underwriting, Real Estate, Training, Credit Analysis, Equities, Management, Start-ups, Investments, Selling, USDA, Customer Retention, Risk Management, Strategy, FHA financing, Financial Analysis
Education
Bryant University 1996 — 2002
B.A.B.S., Marketing
Bishop Hendricken 1992 — 1996
Viti Mercedes Benz/Viti Volvo September 2012 - Present
Send Out Cards - Independent Distributor April 2011 - Present
Stepping Stone, Inc February 2006 - July 2008
Sovereign Bank February 2000 - July 2008
Sovereign Bank January 1995 - July 2008
Fleet Bank January 1986 - January 1995
New Bedford Institution for Savings January 1983 - January 1985
Bank of Boston January 1979 - 1983
Southeastern Bank & Trust February 1973 - 1978
Skills
Sales, Marketing, Social Networking, Coaching, Leadership, Customer Service, Inventory Management, Workshop Facilitation, Finance, Recruiting, Loan Closings, Microsoft Excel, Team Building, Retail, Credit
Education
Bristol Community College 1985 — 1989
no, Business Management
Bourne High School 1969 — 1972
graduated, Business
Plantation Products December 2012 - Present
Jardine Associates Inc October 2010 - November 2012
Jones Apparel Group March 2000 - May 2009
Filene's October 1997 - August 1999
Fleet Bank January 1996 - November 1996
GTECH December 1984 - March 1995
Skills
Trend Analysis, Strategic Planning, Forecasting, Inventory Management, Accounts Receivable, Sales, Merchandising, Budgets, Business Analysis, Data Analysis, 1SYNC, GS1, Sourcing, Luxury Goods, Microsoft Office, Microsoft Excel, Access, Databases, VBA, Retail Link, Purchasing, Competitive Analysis
Education
Bryant University 1986 — 1991
B.S., Business Managment
La Salle Academy 1976 — 1980
HS Diploma
Wake County Public School System October 2015 - Present
Wake County Public School System July 2015 - September 2015
The Cypress of Raleigh, Rosewood - memory care unit May 2014 - May 2014
Little Dreamers Preschool September 2006 - November 2008
Global Crossing Ltd. May 2000 - August 2001
Inacom Information Systems - Rochester, NY June 1997 - May 2000
KeyBank March 1994 - April 1995
Fleet Bank January 1992 - March 1994
Wegmans Food Markets July 1987 - February 1992
Skills
Psychology, Customer Service, Computer Management, Customer Relations, Telecommunications, Microsoft Office, Public Speaking, Troubleshooting, Technical Support, Analysis, Banking, Sales, Education
Education
Meredith College 2011 — 2014
Bachelor's degree, Psychology, 3.3
Bryant and Stratton College 1995 — 1997
AOS - Information Technology, Computer/Information Technology Administration and Management, 3.8
CVS Caremark Corporation March 2012 - Present
DAVID JOSEPH SILVA INTERIORS December 2007 - Present
BankRI June 2010 - March 2012
Pro Cigar 2009 - 2012
BankRI January 2010 - June 2010
BankRI November 2008 - June 2010
DAI Diabetes Association Inc May 2004 - December 2007
CONWAY & CO. REALTORS April 2002 - August 2007
Jack Conway & Co. April 2002 - April 2004
Fleet Bank August 1998 - January 2002
Skills
Project Management, Training, Program Management, Fundraising, Time Management, Public Speaking, Coaching, Organizational..., Management, Recruiting, Sales Management, Risk Management, Call Centers, Human Resources, Interviews, Staff Development, Employee Relations, Strategic Planning, Budgets, Policy, Sales, Analysis, Customer Service, Training Delivery, Employee Benefits, Leadership Development, Leadership, Team Building, Strategy, Performance Management, Change Management, Employee Training, Mergers & Acquisitions, Instructional Design, Onboarding, Vendor Management, Talent Management, Process Improvement, Succession Planning, Workshop Facilitation, Talent Acquisition, Personnel Management, Employee Engagement, Executive Coaching, Hiring, Organizational..., Management Development, Conflict Resolution, Career Development, Management Consulting
Education
Bryant University 2011 — 2011
Certificate, Professional Training
Congdon School, New Bedford, MA
Congdon School, New Bedford, MA
Congdon School, New Bedford, MA
Congdon School, New Bedford, MA
New England College of Finance
Bus. Admin
Rhode Island School of Design
Interior Design
Bank of America May 2011 - Present
Bank of America May 2010 - June 2011
Bank of America March 2008 - May 2010
Bank of America April 2004 - April 2008
Fleet Bank June 1998 - April 2004
Textron Financial 1997 - 1998
MetLife January 1989 - March 1997
Skills
Information Technology, Program Management, Project Management, Mergers, Leadership, ITIL, Management, Vendor Management, SDLC, Resource Management, Risk Management, Portfolio Management, Project Portfolio..., Process Improvement, Business Analysis, PMO, PMP, Project Delivery, Change Management, Requirements Analysis, Cross-functional Team..., Requirements Gathering, Team Leadership, Service Delivery, Team Management, Project Planning, Infrastructure, Business Process..., IT Management, Governance, Disaster Recovery, Software Development, IT Strategy
Education
Project Management Institute 2013 — 2013
Process Improvement Program Management
Bryant University 1999 — 2001
Advanced Project Management
Quinnipiac University 1983 — 1987
Bachelor of Science, Information Systems
Bristol Community College January 2013 - Present
Y.M.C.A. Southcoast June 2012 - Present
Homeland Builders, Inc. January 2003 - June 2015
Organogenesis August 2000 - February 2002
Fleet Bank 1997 - 2000
Tupperware Brands 1987 - 1989
Skills
Marketing, Project Management, Customer Service, Sales, Team Building, Management, Customer Relations, Problem Solving, Articulation, Teamwork, Cross-functional Team..., PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, Customer Retention, Advertising, Confidentiality, Public Speaking, Employee Training, Resourceful in the..., Human Resources, CRM, Training, Social Media, Social Networking, Facebook, Event Planning, Public Relations, Editing, Event Management, Newsletters, Time Management, Community Outreach
Education
Bristol Community College - Fall River, MA
Certificate in Progress, Entrepreneurship and Small Business Management
Fisher College
Psychology and College Writing
Wells Fargo November 2014 - Present
Lester Glenn Mazda March 2014 - October 2014
Verizon Wireless October 2011 - July 2013
Settlement Referral Services July 2007 - October 2011
Synergy Bank October 2004 - July 2007
Fleet Bank May 1999 - October 2004
Skills
Microsoft Office, Public Speaking, Online Advertising, Customer Service, Microsoft Word, PowerPoint, Social Media, Sales Operations, Sales Management, Microsoft Excel, Retail, Team Leadership, Account Management, Social Networking, Marketing Strategy, Leadership, Social Media Marketing, Strategic Planning, New Business Development, Negotiation, Sales, Direct Sales, Marketing Communications, Sales Presentations, Marketing, Team Building, B2B, Selling, Salesforce.com, Management, Relationship Management, Customer Experience, Retail Banking, Banking, Loans, Credit
Education
Brookdale Community College 1989 — 1992
Associates Degree, Business
Tidelands Bank June 2015 - Present
HomeBridge Financial December 2011 - September 2013
Bank of America October 2002 - June 2011
Staten Island Bank SIB Mortgage April 1998 - October 2002
Fleet Bank October 1991 - April 1998
Skills
Mortgage Banking, Mortgage Lending, Refinance, FHA, Loans, Real Estate, Loan Origination, FHA financing, VA loans, Credit Analysis, First Time Home Buyers, Investments, Residential Homes, Commercial Mortgages, Financial Analysis, Sales, Funding, Credit Risk, Condos, Commercial Lending, Referrals, Finance, Investment Properties, Portfolio Management, Residential Mortgages, Loan Servicing, Home Equity Loans, Mortgage Marketing, Credit, Reverse Mortgages, Construction Loans, Government Loans, USDA, Mortgage Underwriting, Commercial Real Estate, Underwriting, FHA Financing, VA Loans
Education
University of Miami 1984 — 1985
UM, Finance and Economics
Bryant University 1978 — 1980
BC, Finance and Economics
Commercial Properties Inc. - Maine June 2015 - Present
STS Consulting May 2014 - February 2015
Cross Professional Associates February 2014 - April 2014
Berube Carpentry July 2002 - August 2010
Fleet Bank June 2001 - July 2002
Boston Financial Data Services February 1999 - May 2001
Skills
Replacement Windows, Vinyl Siding, Residential Roofing, Residential Homes, Real Estate, Microsoft Excel, Microsoft Office, Project Management, Team Building, Public Speaking, Customer Service, Budgets, Accounting, Data Analysis, Small Business, Business Strategy, Leadership, Sales, Start-ups, Team Leadership, Event Management, Analysis, Mortgage Lending, Account Management, Banking, Fundraising, Marketing, Time Management, Event Planning, Construction, QuickBooks, Public Relations, Contractors, Project Planning, Outlook, Contract Negotiation, Training, Risk Management, Renovation, Leadership Development, Business Development, Access, Marketing Strategy, Management, Customer Satisfaction, Microsoft Word, Business Planning, Financial Analysis, Entrepreneurship, Sales Management
Education
University of Southern Maine - School of Business 2012 — 2014
Accounting Certificate, Accounting and Business/Management
Bridgewater State University 1993 — 1998
BA, Spanish
Banco Santander 2006 - Present
Santander UK Corporate & Commercial September 2012 - November 2012
Sovereign Bank June 2006 - March 2008
Citizens Bank April 2005 - June 2006
Citizens Bank April 2004 - March 2005
Fleet Bank July 2000 - March 2004
Fleet Bank November 1997 - July 2000
Fleet Bank December 1995 - October 1997
Fleet Bank May 1991 - November 1995
Skills
Treasury Services, ACH, Cash Management, Internet Banking, Payments
Education
Boston University - School of Management 1986 — 1990
BSBA, Accounting
Providence Business News December 2011 - Present
Bank of America (formerly Fleet Bank) September 1999 - May 2004
Fleet Bank 1996 - 1999
Fleet Bank 1991 - 1996
Fleet Bank 1990 - 1991
Skills
Marketing, Event Planning, Event Management, Marketing Communications, Internal Communications, Social Media Marketing, Copywriting, Online Marketing, Newsletters, Brochures, Market Analysis, Proofreading, Social Media, Creative Writing
Education
Bryant University 1983 — 1987
Bachelors in Business Administration, Marketing
Cranston High School West 1980 — 1983
LeadBridge 2010 - Present
New England Dustoff April 2005 - Present
Mosaic Technology 2008 - 2010
VKernel 2007 - 2008
Volkswagen 2005 - 2007
Fleet Bank 2002 - 2005
Skills
Project Management, Manage Client..., Enterprise Technology..., Qualifying Prospects, Creative Writing, Research, Training Delivery
Education
Bryant University 1999 — 2003
Financial Services, Accounting and Finance, Marketing
First Bank Wealth Management Client Services AssociateWells FargoFebruary 2004 - March 2011
Fleet Bank May 2002 - January 2004
Fleet Bank August 1999 - May 2002
Summit Bank April 1991 - August 1999
Summit Bank 1995 - 1999
Summit Bank 1995 - 1999
Summit Bank September 1989 - April 1991
Skills
Wealth Management..., Private Banking, Trust Services, Charitable Trusts, Investment Banking, High Net Worth..., Sales Presentations, Superior Client Service, Superior Communications..., Superior Computer Skills, Analytical Skills, Interpersonal Skill, High Organizational..., Highly detail oriented, Supervisory Experience, Microsoft Office, Customer Service, Financial Advisory, Client Services, Asset Management
Education
Brookdale Community College 1983 — 1986
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations, 3.5
Behavioral Health Services April 2003 - Present
JUDGE ROTENBERG EDUCATIONAL CENTER April 2003 - Present
Fleet Bank July 2000 - July 2003
Skills
Outlook, Administration, Word, Customer Service, Excel, Great Plains Software, ADP Payroll, Account Reconciliation, Accounting, Accounts Receivable, Invoicing, Microsoft Excel, Microsoft Word, Management, PowerPoint
Education
Bridgewater State University 1998 — 2002
Bachelor of Science (BS), Psychology
Bridgewater State University
Bachelor of Arts, Psychology
Mountain America Credit Union April 2012 - Present
University of Utah January 2009 - Present
Grant Thornton May 2005 - April 2012
LDS Church September 2003 - April 2005
Fleet Bank January 2001 - August 2003
Ernst & Young June 1998 - January 2001
Skills
IT Audit, Information Security, PCI DSS, Penetration Testing, Sarbanes-Oxley Act, CISSP, CISA, Information Security..., Risk Assessment, HIPAA, Internal Audit, Business Continuity
Education
Brigham Young University 1995 — 1998
MAcc, Accounting Information Systems
Massachusetts Port Authority December 2008 - Present
Wax Job LLC May 1994 - Present
Cegedim Dendrite March 2008 - December 2008
Freelance November 2007 - March 2008
Xtralis Inc. October 2005 - 2007
Bank of America January 2000 - October 2005
Fleet Bank 2000 - 2005
Skills
Google Analytics, RFP, RFI, Marketing Strategy, Social Media, Marketing Communications, Email Marketing, Strategic Planning, Project Management, Public Relations, Product Marketing, Social Media Marketing, Integrated Marketing, Direct Marketing, Advertising, Management, Entrepreneurship, Voice over talent, Mobile marketing, Automotive Industry..., Strategy, Sales, Relationship Management, Online Advertising, Marketing, Digital Marketing, Lead Generation, Brand Management, Program Management, Market Planning, B2B, Business Strategy, Online Marketing
Education
Bryant University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Bryant University
Bachelor's degree, Business Administration and Management
State Street Global Advisors - Global Cash August 2015 - Present
State Street Global Advisors - Fixed Income, Currency & Cash June 2013 - August 2015
State Street Global Advisors - Global Cash March 2010 - June 2013
State Street Global Advisors - Global Cash April 2006 - March 2010
State Street Global Advisors - Global Cash August 2005 - April 2006
State Street Global Markets June 2000 - August 2005
Brandeis University August 1997 - June 2000
Molten Metal Technology May 1996 - August 1997
Brandeis University June 1994 - May 1996
Fleet Bank June 1992 - June 1994
Skills
Securitization, Structured Finance, Credit, Structured Products, ABS, Research, Fixed Income, Asset Management, Risk Management, Valuation, Credit Analysis, Credit Risk, Risk, Capital Markets, Bloomberg, Hedge Funds, Derivatives, Bonds
Education
Brandeis International Business School 1998 — 2000
MSF
Brandeis University 1988 — 1992
BA
Community College of Rhode Island January 1998 - Present
Bank of America January 2007 - April 2014
National BDPA January 2002 - December 2009
Bank Boston Adm April 2001 - January 2007
Fleet Bank June 1998 - April 2001
Skills
Visio, Business Analysis, Databases, Process Improvement, SDLC, SQL, SharePoint, Program Management, Software Documentation, Integration, Linux, Microsoft Office, Network Security, Vendor Management
Education
Rhode Island College 1994 — 1997
BACHELOR OF SCIENCE/COMPUTER INFORMATION SYSTEMS, COMPUTER INFORMATION SYSTEMS
Community College of Rhode Island 1990 — 1994
Associate’s Degree, Business Administration and Management, General
Ricks College
Blue Hills Bank December 2013 - Present
Critical Insight Company January 2006 - December 2013
InfoQuest LLC June 2000 - December 2005
Citizens Bank July 1996 - May 2000
Fleet Bank July 1993 - June 1996
Skills
Access, Microsoft Office, ArcView, SQL Server, FoxPro, Microsoft SQL Server, CRM, Strategy, Integration, Management, Banking, Strategic Planning, Consulting
Education
Bryant University 1989 — 1993
BSBA, Accounting
Lasalle Academy 1985 — 1989
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
TD Bank Group May 2011 - Present
Sheshunoff Consulting + Solutions October 2010 - April 2011
NMI InfoSecurity Solutions May 2008 - September 2010
Joseph Liguori Consulting LLC June 2006 - May 2008
United States Navy May 1976 - June 2006
Camden National Corporation November 2004 - May 2006
U.S. Navy Reserves 1976 - 2006
Androscoggin Bank January 1995 - November 2004
Fleet Bank January 1989 - June 1994
KPMG August 1984 - December 1988
Skills
IT Audit, Information Security, Systems Analysis, Information Security..., Risk Management, Information Technology, Enterprise Risk..., Training, Risk Assessment, Strategy, Business Continuity, Governance, Disaster Recovery, IT Management, Strategic Planning, Auditing, Project Management, Leadership
Education
Bryant University 1982 — 1983
MBA, Management
Marquette University 1972 — 1976
BS, Business Administration
St John the Baptist DHS
CVS/Caremark February 1998 - Present
Fleet Bank January 1993 - February 1998
Fleet Bank 1993 - 1998
MetLife 1988 - 1993
Metropolitan Property & Casualty Insurance Co. 1988 - 1993
Skills
Author, Team Leadership, Leadership Development, Mentoring, Application Management, Creative Writing, Creative Problem Solving, •Project/Team..., •Mentoring/Coaching, •SDLC, •Change Management, •Vendor Management, •Production Support, •Project Management, Project Management, Application Lifecycle..., Vendor Management, SDLC, Cross-functional Team..., Change Management, Management, Process Improvement, Troubleshooting, SharePoint, Software Documentation, Testing, Business Analysis, Visio, Requirements Analysis, Software Development, Access, IT Management, Information Technology, Team Building, Training, Call Centers, Enterprise Software, IT Strategy, Leadership, Business Intelligence, Software Project..., Data Warehousing
Education
Bryant University 1984 — 1988
Bachelor of Science, MIS, CIS
Rhode Island School of Design
FM Global January 2009 - Present
FM Global March 2005 - January 2009
FM Global June 2003 - March 2005
Fleet Bank January 2001 - March 2003
Keyport Life Insurance 1996 - 1998
Education
Bryant University 1997 — 1999
MBA, Information Systems
University of Rhode Island - College of Business Administration 1990 — 1994
B.S., Finance
TIAA-CREF March 2009 - Present
College Board June 2002 - August 2008
Veritas Medicine January 2001 - June 2002
Boston Consulting Group March 1998 - January 2001
Fleet Bank December 1995 - January 1997
Shawmut Bank November 1988 - December 1995
Provident Institution for Savings November 1982 - November 1988
Provident Institution for Savings 1982 - 1988
Skills
Business Analysis, Vendor Management, Real Estate, Leadership, Portfolio Management, Relationship Management, Risk Management, Process Improvement, Staff Development, Investments, Finance, Business Process..., Program Management
Education
Emmanuel College 1995 — 1997
BS, Business Administration
Bridgewater State University 1980 — 1982
CVS Pharmacy 2006 - Present
CVS Caremark Corporation 1997 - Present
Fleet Bank June 1990 - June 1997
Old Stone Bank July 1984 - June 1990
Skills
Business Analysis, Enterprise Architecture, SDLC, IT Strategy
Education
Bryant University
Bachelor of Business Administration (BBA), Management Information Systems, General
CVS Corporation Coop ManagerCVS Caremark CorporationJune 2007 - Present
Fleet Bank November 1988 - May 2004
Education
Bryant University 1972 — 1982
Old Colony Regional Vocational Tech High School August 2014 - Present
Nelson and Co February 2006 - August 2006
Bank of America August 2004 - January 2006
Bank of America July 2001 - January 2006
Fleet Bank July 2001 - September 2002
Human Resources June 2000 - June 2001
Education
Babson College Babson 1997 — 2001
Bachelor of Science, Business AdministrationMarketing/Management Concentration
Bridgewater State College
Rockland Trust July 2015 - Present
First Niagara Commercial Finance February 2013 - July 2015
First Niagara Commercial Finance July 2010 - February 2013
Wachovia Capital Finance Corporation May 2004 - September 2009
Fleet Bank June 1999 - September 2004
Skills
Portfolio Management, Credit, Banking, Commercial Lending, Asset Based Lending, Financial Analysis, Commercial Banking, Credit Analysis, Loans, Financial Modeling, Risk Management, Underwriting, Credit Risk, Finance, Loan Origination, Small Business Lending
Education
Fleet Bank Corporate Credit Training 2002 — 2002
Bryant University 1995 — 1999
BS, Accounting
Somerset High School 1991 — 1995
Bank of America July 2014 - Present
Bank of America May 2013 - June 2014
Bank of America June 2011 - April 2013
Citizens Bank September 2009 - May 2011
Bank of America May 2008 - September 2009
Bank of America May 2007 - May 2008
Bank of America August 2004 - May 2007
Fleet Bank August 2003 - August 2004
Skills
Business Development, Banking, Strategic Planning, Customer Experience, Sales Process, Sales Management, Wealth Management, Performance Management, Customer Retention, CRM, Project Management, Leadership, Management, Relationship Management, Lead Generation, Strategy, Sales, Portfolio Management, New Business Development
Education
Brandeis University 1999 — 2004
Bachelor of Arts, History
Concord-Carlisle High School 1995 — 1999
HS Diploma
Bank of America September 2011 - Present
Fidelity Investments September 2007 - September 2011
Putnam Investments 2007 - 2007
Citizens Bank 2004 - 2005
Fleet Bank 2000 - 2004
Skills
MS Project, Oracle, Microsoft SQL Server, SQL, Project Management, Requirements Gathering, Program Management, PL/SQL, Enterprise Software, Software Documentation, Access, Testing, User Acceptance Testing, Microsoft Project
Education
Northeastern University 2001 — 2002
Graduate Certificate, Computer and Information Sciences and Support Services
Bridgewater State College 1984 — 1988
Business Administration and Management, General
Story County Community Foundation July 2013 - Present
Story County Community Foundation 2010 - June 2013
Planned Parenthood of the Heartland 2004 - 2009
University of Maryland, College Park 1999 - 2003
Fleet Bank 1987 - 1991
Skills
Community Outreach, Non-profits, Banking
Education
Michigan State University 1992 — 1997
PhD, Social Psychology
Brown University 1982 — 1987
BA, American Civilization
Loomis Sayles & Company March 2012 - Present
State Street Corporation January 2006 - January 2012
Banc of America Investments September 2002 - January 2005
Fleet Bank May 1996 - November 2001
Skills
Word, Excel, Customer Relations, Problem Solving, Microsoft Office, Customer Service, Analysis, Accounting, Outlook, PowerPoint, Research, Team Building, Compliance, Data Analysis, Internal Audit, External Audit, Project Planning, Project Coordination, Project Documentation, Project Implementation, Project Execution, Project Delivery, Access, Microsoft Word, Project Management, Microsoft Excel, Financial Services, Leadership, Financial Reporting, Strategic Planning, Financial Modeling, Mutual Funds, Documentations, Management, Investments, Process Improvement, Finance, Vendor Management, Financial Analysis, Asset Management, Equities
Education
University of Massachusetts at Lowell
Bryant University 2000 — 2001
Northern Essex Community College
Associates in Science
University of Florida
Bishop Guertin High School
College Prep
Stellar Management 2008 - Present
NYC Department of Education 2004 - 2007
Community Development 2002 - 2004
Fleet Bank 1992 - 2001
Community Preservation Corporation 1989 - 1992
NYC Dept. of Housing Preservation and Development 1984 - 1988
Skills
Real Estate, Non-profits, Public Speaking, Resume Writing, Research, Leadership, Team Building, Community Outreach, Leadership Development, Program Development, Human Resources
Education
Boston University School of Law 1977 — 1980
JD, law
Brooklyn College
Bachelor of Arts (B.A.), Political Science and Government
College of the Holy Cross August 2015 - Present
UMass Donahue Institute August 2010 - August 2015
Brown University September 2004 - September 2010
Rhode Island College August 2008 - December 2008
2004 -2007 September 2004 - July 2007
Fleet Bank August 2003 - September 2004
PharmaCare December 2001 - August 2003
GetConnected, Inc. May 2000 - June 2001
Skills
Education Policy, Data Analysis, Qualitative Research, Program Evaluation, Survey Design, Statistics, Quantitative Research, Education Reform, Research, Teaching, Quantitative Analytics, Higher Education, Change Management, Data Collection, Report Writing, Survey Research, Proposal Writing, Research Design, SPSS, Focus Groups, Grant Writing, Policy Analysis, Program Development, Data Management
Education
University of Rhode Island 2006 — 2014
Doctor of Philosophy (Ph.D.), Education
Rhode Island College 2004 — 2006
Graduate Level Coursework in Education
Bryant University 1997 — 2000
Bachelor of Science (B.S.), Business Management
Sacred Heart University 1996 — 1997
Undergraduate Coursework
Blue Hills Bank July 2015 - Present
RBS Citizens November 2011 - Present
For myself 2005 - 2013
RBS Citizens Group August 2010 - November 2011
Metropolitan Life Insurance Company February 2009 - August 2010
Met Life Auto & Home June 2008 - February 2009
CVS/Caremark June 2005 - June 2008
State Street Bank December 1997 - March 2005
Harvard Pilgrim Health Care March 1995 - December 1997
Fleet Bank 1993 - 1994
Skills
Succession Planning, Talent Management, Onboarding, Employee Engagement, Organizational..., Performance Management, Employee Relations, Deferred Compensation, Personnel Management, Organizational..., Recruiting, Talent Acquisition, Employee Benefits, Strategy, Change Management, Human Resources, Vendor Management, Organizational Design, Sourcing, Management, Leadership, Operations Management
Education
Northeastern University 1991 — 1994
MS, Human Resources Counseling
Bryant University 1986 — 1990
BS, Business Administration
Wells Fargo April 2006 - Present
Bank of New York 2004 - 2006
Bank One 1999 - 2001
Fleet Bank 1994 - 1999
Skills
Treasury Management, Commercial Banking, Financial Services, Banking, Relationship Management, Credit Cards
Education
Boston University Questrom School of Business 1986 — 1988
MBA, Finance
Smith College 1979 — 1983
BA, Geology
National Football League October 2014 - Present
National Football League May 2008 - September 2014
Fox Sports December 2007 - May 2008
FOX Sports April 2004 - November 2007
Fleet Bank 1998 - 2003
Skills
Advertising, Marketing, Digital Media, Video Production, Social Media, Television, Creative Direction, Social Media Marketing, New Media, Broadcast
Education
Bryant University
Bachelor of Business Administration (BBA), Marketing
Bank of America July 1987 - Present
Fleet Bank 1996 - 2003
Education
Johnson and Wales University 1987 — 1989
MS, Computer Education
Bryant University 1983 — 1987
BS, Management Information Systems
Joe Pel Printing, Inc. June 1988 - Present
Fleet Bank June 1974 - June 1994
Skills
Graphics, Graphic Design, Advertising, Direct Mail, Print Management, Variable Data Printing, Newsletters, Wide Format Printing, Small Business, Pre-press, New Business Development, Corporate Gifts, Trade Shows, Packaging, Brand Development, QuarkXPress, Layout, Print On Demand, Logo Design, Bindery, Mac, Business Cards, Art Direction, WordPress, Lead Generation, Email Marketing, Adobe Acrobat, B2B, Creative Direction, Stationery, Signs, Flyers, InDesign, Invitations, Posters, Online Marketing, Adobe Creative Suite, Typography, SEO, Copywriting, Web Design, Illustrator, Integrated Marketing, Customer Service, Offset Printing, Sales, Marketing, Social Media, Marketing Strategy
Education
Brown University 1974 — 1977
bach, business
Cranston East 1972 — 1974
Freddie Mac 2005 - Present
Brown University 2004 - 2005
Fleet Bank August 2003 - April 2004
Skills
Business Process..., Process Improvement, Business Process, Business Process Design, Business Analysis
Education
Brown University
Bachelors, History, English, History of Art and Architecture
MAXIMUS January 2015 - Present
Bank of America September 2009 - April 2014
Sapphire Technology January 2008 - September 2009
Randstad Technologies US - Keane Inc. July 2006 - January 2008
BNY Mellon December 2005 - July 2006
Fleet Bank April 1998 - December 2005
Blue Cross Blue Shield of South Carolina January 1997 - April 1998
WellPoint August 1989 - January 1997
New York State Department of Health October 1988 - August 1989
Skills
Visio, Vendor Management, PMO, PMP, Project Portfolio..., Software Documentation, Business Process..., IT Strategy, Program Management, Enterprise Architecture, Project Management, Software Development, Agile Methodologies, SQL, Change Management, Databases, IT Management, SharePoint, Disaster Recovery, Risk Management, Banking, Waterfall, Software Quality..., Requirements Gathering, Integration, Business Process, Information Technology
Education
Bryant University 1999 — 1999
Certificate, Project Management I
Siena College 1985 — 1988
BS, Computer Science
Schenectady County Community College 1982 — 1985
Associate of Science (AS), Computer Science
Niskayuna High school 1978 — 1982
General, General Studies
Citizens Financial Group, Inc. June 2010 - Present
Royal Bank of Scotland June 2010 - June 2014
Citizens Financial Group October 2004 - June 2010
Bank of America January 2003 - July 2004
FleetBoston Financial 1988 - 2004
Fleet Bank 1988 - 2001
Skills
Risk Management, Auditing, Banking, Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Services, Financial Analysis, Internal Audit
Education
Bryant University 1984 — 1986
Bachelor's Degree, Finance
Endicott College 1982 — 1984
Associate's Degree, Business Managmenet, Magna Cum Laude
D-R HOME SOLUTIONS, LLC January 2008 - Present
Bank of America 1993 - 2006
BANK OF AMERICA January 1993 - January 2005
Fleet Bank 1993 - 2004
BANK OF AMERICA January 1998 - January 2003
BANK OF AMERICA (SUMMIT BANK) January 1997 - January 1998
BANK OF AMERICA (SUMMIT BANK) January 1996 - January 1997
BANK OF AMERICA January 1993 - January 1996
Skills
Process Improvement, Customer Service, Retail Banking, Banking, Financial Risk, Selling, Sales, Commercial Banking, Consumer Lending, Management
Education
Bucks County Community College
Certificate, Banking Management
Manor College
Manor College
AS, Business Administration
The Rockland Boulders June 2011 - Present
Wainwright Financial Solutions, LLC January 2004 - December 2012
M&T Bank September 2001 - April 2004
Fleet Bank September 1991 - September 2001
Natwest Bank/Fleet Bank 1994 - 2000
NatWest Bank September 1991 - September 1996
Skills
Retail Banking, Sales Management, Sales, Strategic Planning, Financial Analysis, Banking, Commercial Banking, Investments, Loans, Credit, Finance, Analysis, Managerial Finance, Management Consulting, Mergers & Acquisitions, Small Business, Business Planning, Marketing, Accounting, Commercial Lending, Customer Service, Process Improvement, Budgets, Management, Small Business Lending, Treasury Management, Business Development, Public Speaking, Portfolio Management, Business Strategy, Leadership, Business Analysis
Education
Boston University Questrom School of Business 1989 — 1991
MBA, Marketing
University at Albany, SUNY 1981 — 1985
BA, Economics
Scranton Products July 2009 - Present
CPG International, Inc. July 2009 - Present
International, Inc July 2009 - Present
The Gunlocke Company December 1998 - July 2009
The Gunlocke Company December 1998 - June 2009
Gunlocke Company December 1998 - June 2009
The Gunlocke Company December 1998 - June 2009
Fleet Bank May 1997 - September 1998
Education
Bryant & Stratton College 2009 — 2011
Bachelor's, Human Resource Management
Bryant & Stratton
Associates, Human Resource Management
Genesee Community College
AAS, Business Administration
Bank of America May 2000 - Present
Fleet Bank September 1996 - April 2000
Education
Bryant University 1992 — 1995
MBA, Accounting
University of Rhode Island 1987 — 1991
B S, Finance / Business Management
Bank of America July 2007 - Present
Bank of America May 2002 - June 2007
Fleet Bank April 1997 - May 2002
BayBank 1989 - 1997
Skills
Banking, Process Improvement, Strategic Financial...
Education
Boston University Questrom School of Business 1982 — 1985
MBA, Business
Harvard University 1977 — 1981
B.A., Economics
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
People's United Bank July 2010 - Present
ING 2005 - 2010
Webster Financial Corporation 2000 - 2005
Fleet Bank 1995 - 1999
Fleet Bank 1995 - 1999
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Risk, Enterprise Risk..., AML, Banking, Financial Analysis, Internal Audit, Operational Risk..., Operational Risk, Management Consulting, Financial Services, Anti Money Laundering, Auditing, Accounting, Finance
Education
Bryant University 1990 — 1994
B.A, Accounting
First Niagara Bank May 2012 - Present
HSBC January 2006 - May 2012
Fleet Bank 2000 - 2005
Citibank 1995 - 2000
M and T Bank 1990 - 1995
Empire of America 1982 - 1990
Skills
Credit Cards, Community Reinvestment..., Credit, Fundraising, Leadership Development, Banking, Commercial Banking, Commercial Lending, Community Development, Consumer Lending, Community Outreach, Cross Selling, Event Planning
Education
Medaille College 2002 — 2004
MBA, Business
Medaille College 2000 — 2002
BBA, Business
Bryant & Stratton College 1979 — 1981
Associate, Business
Bank of America August 1994 - Present
Fleet Bank August 1994 - April 2004
Skills
Process Improvement, Change Management, Project Management, Accounting, Forecasting, Business Process..., Vendor Management, Business Analysis, Finance, Business Process, Risk Management, Banking, Visio, SDLC, Six Sigma, Program Management, Project Portfolio..., Financial Analysis, Financial Modeling, PMO, Budgets
Education
Bryant University 1983 — 1985
MBA, Computer Information Systems
Bryant University 1979 — 1982
BSBA, Accounting
Cigna February 2015 - Present
Cigna December 2013 - February 2015
Cigna October 2010 - December 2013
CIGNA January 2006 - October 2010
Bank of America April 2004 - November 2005
Fleet Bank December 2000 - April 2004
Blue Cross Blue Shield of Rhode Island March 2000 - December 2000
MediFit Corporate Services August 1999 - March 2000
Reebok January 1996 - August 1999
Skills
Green Belt, Employee Benefits, Health Insurance, Strategic Planning, Healthcare, Team Building, Cross-functional Team..., Process Improvement, Program Management, Vendor Management, Insurance, Coaching, Health Promotion, Leadership, Management, Training
Education
Bridgewater State College 1992 — 1996
Bachelor of Science (B.S.), Exercise Science
Northeast Rescue Systems April 2006 - Present
Bank of America June 2004 - March 2006
Fleet Bank May 2000 - June 2004
BankBoston February 1995 - May 2000
Skills
Banking, Customer Service, Sales
Education
Bridgewater State University 1988 — 1992
BA, Business: Operational
Investors Bank June 2014 - Present
Affinity Federal Credit Union June 2010 - May 2014
Affinity Federal Credit Union January 2009 - June 2010
Synergy Bank 2005 - 2009
Synergy Bank 2002 - 2005
Fleet Bank March 2001 - September 2001
Fleet Bank 1999 - 2001
Fleet Bank 1998 - 1999
Fleet Bank 1995 - 1998
Macy's East 1994 - 1995
Skills
Project Implementation, Operations Management, Remote Deposit Capture, Procedure Development, Vendor Management, Compliance, ACH, Electronic Funds..., Training, General Ledger, Management, Banking
Education
Georgian Court University
Masters, Business Administration
Georgian Court University
Bachelor of Science, Business Administration
Brookdale Community College
Associates Degree, Fashion Merchandising
Retired September 2011 - Present
Bank of America June 2009 - February 2012
Merrill Lynch September 2006 - June 2009
Oxyfresh Worldwide, Inc. 1995 - 2005
Fleet Bank 1994 - 2004
Valley National Bank 1999 - 2001
Bank of Mid-Jersey 1990 - 1994
Skills
Banking, Underwriting, Small Business Lending, Risk Management, Portfolio Management, Mortgage Lending, Loans, Financial Analysis, Credit Risk, Credit Analysis, Credit, Commercial Banking
Education
Rider University 1985 — 1991
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1968 — 1971
BA, Economics
Bradley University 1964 — 1965
Union Savings Bank - CT January 2015 - Present
Union Savings Bank - CT March 2014 - December 2014
Union Savings Bank - CT May 2013 - March 2014
Eastern Bank 1992 - May 2013
Fleet Bank 1985 - 1992
Old Stone Bank 1981 - 1985
Skills
Banking, Commercial Banking, Financial Services, Insurance
Education
Bryant University 1979 — 1981
BS, Management
Endicott College 1975 — 1977
Associate of Science
East Providence High School
State Street Bank June 2013 - Present
Citizens Bank January 2009 - August 2012
Citizens Bank January 2008 - January 2009
Citizens Bank September 2004 - January 2008
Fleet Bank 2001 - 2004
Fleet Bank 1998 - 2001
Fleet Bank 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Budget Process, Department Budgeting, Project Management, Presentations, Process Improvement, Consumer Lending
Education
Providence College 1996 — 1998
MBA, Finance
Bryant University 1990 — 1993
BS, Accounting
Cranston East
Independent Contractor March 2009 - Present
Bank of America April 2004 - March 2009
Fleet Bank February 1994 - March 2004
Shawmut Bank June 1980 - March 1994
Skills
Leadership, Investments, Financial Services, CRM
Education
Boston University Questrom School of Business
BS, Business Administration
Peoples United Bank August 2012 - Present
RBS Citizens July 2010 - September 2012
Tremont Realty Capital March 2005 - July 2010
Tremont Realty Capital March 2005 - July 2009
Fleet Bank 2000 - 2003
Skills
Underwriting, Portfolio Management, Asset Managment, Investments, Real Estate Economics, Due Diligence, Loans, Real Estate, Alternative Investments, Credit, Finance, Valuation, Financial Structuring, Financial Modeling, Microsoft Excel, Microsoft Word, Argus Modeling
Education
Massachusetts School of Law 2011 — 2014
Doctor of Law (JD), Magna Cum Laude
Bryant University 1996 — 2000
Bachelor of Science (B.S.), Business Administration / Finance
National Life Group May 2015 - Present
Liberty Mutual Insurance January 2013 - October 2014
Santander Bank, N.A. October 2011 - February 2012
Bank of America December 2007 - March 2011
Bank of America June 2006 - December 2007
Banc of America Investments August 2005 - June 2006
Bank of America April 2004 - August 2005
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
BayBank 1987 - 1995
Skills
Project Planning, Project Management, Analytics, Business Process..., Business Readiness, Business Continuity..., Tactical Planning, Six Sigma, Microsoft Office, PowerPoint, Business Strategy, Budgeting, Cost Management, Operational Efficiency, Process Flow, Incentive Programs, Sales Process, Service Processes, Budgets, Training, Analysis, Vendor Management, Management, Program Management, Relationship Management, Cross-functional Team..., Investments, Quality Assurance, Leadership, Portfolio Management, Forecasting, Marketing, Executive Management, CRM, Business Analysis, Sales, Strategy, Enterprise Software, Business Development, Segmentation, Competitive Analysis, Change Management, Operations Management, Financial Analysis, Business Planning, P&L Management, Product Management
Education
Boston University - School of Management
MBA
University of Vermont
BS, Animal Sciences
Santander Bank, N.A. September 2004 - Present
Citizens Bank April 1999 - August 2004
Fleet Bank January 1989 - April 1999
Eastland Bank June 1985 - January 1989
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Banking, Credit, Loans, Retail Banking, Credit Analysis, Lines Of Credit, Consumer Lending, Mortgage Lending, Portfolio Management, Cross Selling, Loan Origination, Commercial Mortgages
Education
Bryant University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Marketing
Central Falls High School 1977 — 1981
Yellowbook October 2005 - Present
Fleet Bank 1995 - 2005
Education
Bucks County Community College 1979 — 1982
business
Cabrini College 1979 — 1982
business
J.P. Morgan Alternative Investments 2012 - Present
UBS Investment Bank 2011 - 2012
Barclays Capital (Lehman Brothers) 2005 - 2011
Deutsche Bank Securities 2003 - 2005
Fleet Bank 2002 - 2003
Skills
Equity Research, Fixed Income, Mergers & Acquisitions, Capital Markets, Investment Banking, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
Brown University 1998 — 2002
Economics; Organizational Behavior and Management
Chartered Financial Analyst (CFA) Program
Andy's Home Work January 2007 - Present
Davol, Inc. 1989 - 2008
Fleet Bank 1989 - 1998
Landmark Medical 1979 - 1989
Skills
Drywall, Management, Bathrooms, Sales Management, Purchasing, Interior Design
Education
Bryant University 1985 — 1989
BS, Finance
Citizens Bank July 2003 - Present
Citizens Bank April 2000 - July 2003
Fleet Bank November 1994 - April 2000
Fleet Bank January 1980 - November 1994
Skills
Cash Management, Vendor Management, Operations Management, Outsourcing, Change Management, Six Sigma, Process Improvement, Cross-functional Team..., Software Documentation, Integration, Project Management, Analysis, Leadership, Requirements Gathering, Business Analysis, Disaster Recovery, Budgets, Business Process..., Financial Analysis, Strategy, Testing, Training, Mergers & Acquisitions, Finance, User Acceptance Testing, Management, Financial Services, Treasury Management, Internet Banking
Education
Bryant University 2011 — 2011
Project Management
Chamberlaine Junior College 1978 — 1980
Business Administration, Management and Operations
Rockland Trust May 2010 - Present
Bank of America 2003 - 2008
Fleet Boston Financial 1999 - 2004
Fleet Bank 2000 - 2003
Bank of Boston 1974 - 2000
BankBoston 1974 - 1999
Skills
Banking, Capital Markets, Commercial Banking, Commercial Lending
Education
Bowdoin College 1970 — 1974
BA, Government
TransFirst April 2012 - Present
Bank of America September 2004 - July 2011
Card Systems 2003 - 2004
Fleet Bank January 2000 - April 2003
United Processing Corporation November 1998 - January 2000
National Data Corporation September 1991 - November 1998
Skills
Electronic Payments, Payment Card Processing, Debit Cards, Merchant Services, Credit Cards, Payment Gateways, Payment Systems, Payments, Portfolio Management, Relationship Management, Sales, Strategic Partnerships, Mobile Payments, Acquiring
Education
Bryant University 1985 — 1989
B.S., Business
Pomperaug High School 1981 — 1985
High School
Richmond College
Robert Half Management Resources January 2014 - April 2014
State Street Bank December 2009 - 2013
State Street Bank April 2006 - December 2008
Bank of America January 2004 - March 2006
Fleet Bank 2000 - 2004
Fleet Bank 1986 - 2000
Skills
Private Equity, Manage Client..., Operations Management, Accounting, Financial Services, Client Service Oriented, Project Management, Financial Analysis, Business Analysis, Analytics, Marketing, Client Presentation, Financial Accounting, Alternative Investments, Management, Fund Accounting, Account Reconciliation, Sales, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks
Education
Bryant University 1999 — 2003
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
BS, accounting
Mission First HDC February 2010 - Present
MissionFirst Development July 2000 - February 2010
Fleet Bank 1998 - 2000
City of Boston Department of Neighborhood Development 1993 - 1998
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Public and Not for Profit Management
University of Pennsylvania 1987 — 1991
BA, Urban Studies
Milton Academy 1983 — 1987
V. L. Martins Consulting January 1995 - Present
Fleet Bank 1984 - 1994
ITT Grinnell Corporation 1974 - 1984
Skills
Organizational..., Employee Benefits, Leadership, Employee Relations, Talent Acquisition, Onboarding, Talent Management, Performance Management, Recruiting, Human Resources, Organizational..., Benefits Administration, HRIS
Education
Bryant University
B S, Mgmt-Concentration Org. Behavior
Mid Atlantic Capital Group, Inc. January 2008 - Present
Sungard Relius December 1994 - December 2007
National Benefits Group 1993 - 1994
Fleet Bank 1990 - 1993
Education
Saint Bonaventure University 1989 — 1990
MBA program - Marketing & Finance
Saint Bonaventure University 1986 — 1987
Bachelor of Arts, English Literature & Philosophy
Bucknell University 1984 — 1985
English Literature
Portville Central School 1971 — 1984
NYS Regents Diploma
M&T Bank January 2013 - Present
PNC Bank June 2012 - January 2013
PNC Bank June 2004 - June 2012
Fleet Bank 1995 - 2003
NatWest Bank 1995 - 1995
Skills
Financial Analysis, Commercial Lending, Credit, Credit Analysis, Treasury Management, Small Business Lending, Trading, Portfolio Management, Small Business, Loans, Risk Management, Management, Banking, Commercial Banking, Finance, Credit Risk
Education
Bucknell University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Santander Bank, N.A. May 2004 - Present
FleetBoston Financial November 1999 - March 2004
Fleet Bank July 1985 - November 1999
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Loan Origination, Credit Risk, Banking, Small Business Lending, Loans, Asset Based Lending, Capital Markets, Syndications, Leveraged Finance, Relationship Management, Corporate Finance, Underwriting, Structured Finance, Middle Market, Investment Banking, Financial Services, Financial Structuring, Commercial Mortgages, Financial Risk, Fixed Income, Mortgage Lending, Investments, Private Banking, Retail Banking, Bonds, Financial Modeling, Account Management, Equities, Financial Institutions, Asset Management, International Banking..., Valuation, Treasury Management, Consumer Lending, Cash Flow Lending, Cash Management
Education
Boston University - School of Management 1988 — 1991
MBA
Dartmouth College 1981 — 1985
BA, Government/Economics
Eastern Bank July 2006 - Present
S-Bank (formerly South Shore Co-operative Bank) December 2002 - July 2006
Fleet Bank October 1994 - November 2002
Skills
Internet Banking, Mortgage Banking, SBA, Customer Service, Bank Secrecy Act, Sales Management, Refinance, Sales, Banking Relationships, Management, Coaching, Deposits
Education
Bridgewater State College
B.S. in Education
Markel FirstComp June 2006 - Present
FirstComp Insurance June 2005 - Present
Bank of America October 1995 - June 2005
Fleet Bank March 1986 - October 1995
Skills
Insurance, Customer Service, Process Improvement, Team Building, Time Management, Analysis, Management, Claim, Software Documentation, Liability, Risk Management, Auditing, Finance, Claim Investigation, Access, Subrogation, Workers Compensation, Claims Management, Commercial Insurance
Education
Bryant College 1982 — 1983
Associates, Business
Bryant University
Business Administration and Management, General
RLJ Management 2011 - Present
June Engineering Consultants, Inc. December 2004 - Present
H&R Block January 1987 - April 2005
Fleet Bank 1988 - 1993
Skills
Management Consulting, Change Management, Business Strategy, Due Diligence, Business Process..., Team Building, Team Management, Financial Analysis, Strategic Planning, Tax Accounting, Tax Returns, Customer Service, Business Analysis, Financial Modeling, Budgets, Customer Satisfaction, Tax Preparation, New Business Development, Property Management, Strategy, Team Leadership
Education
Broome Community College 1986 — 1988
AAS, Business Administration
Binghamton High School 1982 — 1986
Sovereign Bank July 2000 - Present
Fleet Bank October 1996 - July 2000
Shawmut Bank December 1980 - October 1996
Skills
Small Business Lending
Education
Bridgewater State College 1976 — 1980
Bachelor of Science (BS), Elementary Education and Teaching
Bank of America November 2013 - Present
Citizens Bank 2006 - 2012
Fleet Bank 1990 - 2005
Skills
Federal & State..., Securities, Consumer Lending, Retail Banking, Broker-Dealer Compliance, Bank Secrecy Act, Risk Management, Compliance Program..., OFAC, lending regulations, Deposit regulations, Internal Controls, Manager, Leadership, Internal Audit, Investments, Series 63, Financial Risk, Operational Risk, USA PATRIOT Act, Series 7, Financial Services, Anti Money Laundering, Management, Enterprise Risk..., Risk Assessment, Credit
Education
Braynt College 1986 — 1991
MBA in Management
Bryant College 1977 — 1981
BS in BA
Banco Santander August 2004 - Present
Citizens Bank April 1999 - August 2004
Fleet Bank January 1989 - April 1999
Eastland Bank June 1985 - January 1989
Education
Bryant University 1981 — 1985
Bachelor's Degree, Business Administration and Management, General
Fleet Bank 1994 - 2000
Education
Bridgewater State University
B.A., Communications
University of Massachusetts Boston
Certificate
Steward Health Care 2010 - Present
Steward Health Care 2009 - Present
Dana Faber/Brigham and Women's Hospital Cancer Center 2005 - 2010
Acosta Sales & Marketing 2003 - 2005
Citizens Bank 2002 - 2003
Fleet Bank 2000 - 2002
The Wendy's Company 1997 - 2000
Skills
Wound Care, Nursing, Hospitals, Outpatient Clinic, Healthcare, Acute Care, Nursing Education, Medical/Surgical, Negative Pressure Wound..., Ostomy Care, Podiatry, Management, Cancer Research
Education
Wick's Educational Associates 2011 — 2012
Wound Ostomy Continence Nursing
Bristol Community College 2005 — 2007
Associate of Science (A.S.), Nursing
University of Massachusetts Dartmouth 1998 — 2003
Bachelor of Arts (BA), Psychology