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
Myers Associates PLLC 2013 - Present
Dopamine Rush 2010 - Present
Worth Higgins & Associates March 2002 - April 2015
Griffin Land & Nurseries June 2000 - July 2002
Imperial Nurseries 1995 - 2002
Fleet Bank 1991 - 1996
Fleet Bank 1991 - 1996
Skills
Title Searches, Legal Assistants, Real Estate Transactions, Photography, Fine Art, Art, Painting, Visual Arts, Drawing, Contemporary Art, Oil Painting, Digital Photography, Photoshop, Art Education, Graphic Design, Strategic Planning, Budgets, PowerPoint, Editing, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Management, Microsoft Word, Public Speaking, Team Building
Education
Duke University
Paralegal
University of California, Berkeley 2013 — 2013
Indexing - Theory and Application
New York Institute of Photography 2010 — 2011
Ithaca College 1987 — 1991
B.S., Business, Psychology
Berkshire Hathaway Home Services June 2006 - Present
Daniel Gale Sotheby's International Realty February 2000 - August 2006
Prudential Douglas Elliman 1994 - 2000
Fleet Bank 1994 - 1998
AIL Systems 1988 - 1996
Eaton Electrical 1983 - 1988
E-Systems 1977 - 1983
Skills
Buyer Representation, Sellers, Short Sales, First Time Home Buyers, Waterfront, e-PRO, Referrals, Listings, Luxury, Real Estate Transactions, Vacation Homes, Townhomes, Investment Properties, Condos, New Homes, Foreclosures, New Home Sales, REO, Property, Relocation, Single Family Homes, Investors, Move Up Buyers, Brokerage, FHA, ABR, Acreage, Relocation Buyers, Listing Homes, Buyer's Agent, Real Estate, SFR, National Association of..., Seller Representation, Residential Homes, International Real..., Seniors, 1031 Exchanges, Senior Real Estate, Buyers, Real Property, Second Home, Property Management, Agents, HUD, Income Properties, CDPE, Corporate Relocation, Real Estate Marketing, Rentals
Education
Dowling College 1992 — 1993
MBA, Business
Notre Dame College 1992 — 1993
Masters of Business Administration, Business
Southern Methodist University 1959 — 1967
MSEA, Business, Engineering
Amityville High School 1957 — 1959
Epiphany Partners Inc. May 2015 - Present
San Francisco Regional Mensa 2010 - Present
Metavana 2010 - 2012
Network Physics 2001 - 2002
Network Physics 2000 - 2001
Fleet Bank 1999 - 2000
Fleet Bank 1998 - 1999
Prudential Securities 1994 - 1995
Strategic Decisions Group (SDG) 1986 - 1993
Skills
Analytics, Cancer Epidemiology, Data Modeling, Data Analysis, Spreadsheets, Market Research, Program Management, Epidemiology, Research, Financial Modeling, Due Diligence, Marketing, Marketing Strategy, Operations Management, Human Resources, Benefits Administration, Employee Benefits, Compensation & Benefits, Portfolio Management, Municipal Bonds, High Yield Bonds, Valuation, Strategic Planning, Negotiation, Consulting, CMBS, Leadership, Management, Management Consulting, Start-ups, Strategy, Modeling
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
Cornell University 1981 — 1986
Helaba October 2001 - Present
Fleet Bank June 1992 - September 2001
Fleet Bank June 1992 - September 2001
Fudan University August 1987 - August 1990
Skills
Structured Finance, Real Estate Economics, Capital Markets, Portfolio Management, Loans, Valuation, Credit Analysis, Banking, Loan Origination, Asset Management, Credit, Financial Structuring, Commercial Mortgages, Due Diligence
Education
University of Southern Maine 1991 — 1994
MBA, Business Administration
East China Normal University 1983 — 1987
BA, English
Primary School in Shanghai
City of Philadelphia Water Revenue Bureau October 2014 - Present
City of Philadelphia Water Revenue Bureau March 2014 - October 2014
City of Philadelphia Fire Dept July 2013 - March 2014
Conestoga Bank March 2008 - May 2013
Philadelphia Federal Credit Union May 2006 - March 2008
PNC Bank July 2002 - May 2006
Bank of America June 2001 - July 2002
fleet bank 2001 - 2002
Skills
Credit, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, PowerPoint, Risk Management, Finance, Microsoft Word, Consumer Lending, Sales Management, Outlook, Business Development, Credit Risk, Project Management, Investments, Training, Call Center, Insurance, Teamwork
Education
Community College of Philadelphia 2004 — 2007
Chris Henkels Consultant March 2015 - Present
Golden Hill Nursing & Rehabilitation Center August 2014 - February 2015
Chris Henkels Consultant November 2012 - August 2014
Stamford Health Care Society, Inc (Robinson Terrace) April 2002 - October 2012
Chris Henkels Consultant April 2000 - March 2002
Kaiser Permanente March 1997 - March 2000
Fleet Bank October 1990 - February 1995
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Managerial Finance, Compliance, Computer Proficiency, American Healthtech,..., General Ledger, Budgets, Payroll, ADP Payroll, Payroll Taxes, Payroll Services, Payroll Analysis, Pension Administration, Annual Reports, Regulatory Filings, Confidentiality, Health Economics, Computer Maintenance, Accounts Payable, Accounts Receivable, Resident Funds..., Sales Tax, Hyperion Enterprise, Cash Flow Forecasting
Education
Union College 1995 — 1997
Master's degree, Health Systems Management
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Accounting and Finance
Linden Ponds, Inc August 2004 - Present
Fleet Bank April 1996 - April 2001
Ernst & Young August 1989 - August 1992
Skills
Corporate Finance, Business Strategy, Cash Management, Hyperion Enterprise, Microsoft Excel, Due Diligence, Risk Management, Accounts Receivable, Restructuring, Business Analysis, Business Process..., Analysis, Financial Analysis, Financial Modeling
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance
Wharton School, University of Pennsylvania 1985 — 1989
Bachelors of Science, Accounting
Capital One November 2007 - Present
Capital One October 2001 - October 2007
Fleet Bank September 2000 - June 2001
JPMorgan Chase June 1997 - September 2000
Skills
Commercial Real Estate, Commercial Mortgages, Commercial Lending, Commercial Banking, Underwriting, Cash Flow, Credit, Portfolio Management, Mortgage Lending, Credit Analysis, Banking, Financial Analysis, Financial Modeling, Valuation, Credit Risk, Asset Managment, Loan Origination, Capital Markets, Real Estate Economics, Relationship Management, Due Diligence, Loans
Education
Dowling College
Master of Business Administration (MBA), Corporate Finance
Hofstra University
Bachelor of Business Administration (BBA), Management, Banking & Finance
Guggenheim Partners March 2012 - Present
Lehman Brothers August 2005 - September 2008
Fleet Bank September 2000 - July 2003
Education
Cornell University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1995 — 1999
Bachelor's degree, Mechanical Engineering
The Mission Continues September 2014 - March 2015
Victory House of Lehigh Valley April 2014 - August 2014
U S Army November 2002 - February 2013
UPS February 2003 - July 2006
Fleet Bank June 1991 - October 2001
Skills
Military, Military Experience, Emergency Management, Emergency Medicine, Cpr Certified, Security Clearance, Army, BLS, Military Operations, EMT, Healthcare, Medical Terminology, Combat, Disaster Response, Organizational..., Emergency Medical, First Responder, Emergency Services, IV, First Aid, Instructor-led Training, PALS, Military Training, Training, AED, CBRN, Exercises, Homeland Security, Hospitals, Leadership Development, NREMT, PHTLS, Paramedic, ACLS, ATLS, EKG, EMS, Emergency, Hazardous Materials, Phlebotomy, Weapons of Mass..., Community Outreach, Leadership, CPR Certified
Education
Temple University 2014 — 2019
Master's degree, Social Work and Public Health
East Stroudsburg University of Pennsylvania 2013 — 2014
BS - Interdisciplinary Studies, Public Health, GPA - 3.81
Northampton Community College 2006 — 2008
Registered Nursing/Registered Nurse
Muhlenberg College 1997 — 2004
Human Resources Management/Personnel Administration, General
Simsbury Bank October 2004 - Present
Cigna Bank November 2000 - May 2003
Fleet Development Ventures / Fleet CDC July 1997 - November 2000
Fleet Bank 1984 - 1997
Skills
Banking, Loans, Strategic Planning, Commercial Lending, Portfolio Management, Financial Analysis, Credit, Small Business Lending, Executive Management, Commercial Mortgages, Mortgage Lending, Commercial Banking, Finance, Due Diligence, Underwriting, Cash Management, Consumer Lending, Mortgage Banking, Investments, Asset Based Lending, Management Consulting, Mergers & Acquisitions, Team Building, Budgets, Credit Analysis, Risk Management, Retail Banking, Financial Services, Financial Institutions, Mergers, Leadership, Wealth Management, Refinance
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance & Economics
Johns Hopkins University 1974 — 1978
BA, German
Phillips Exeter Academy 1970 — 1974
Diploma, all
Bank of the West 2012 - November 2014
Webster Bank 2007 - 2012
Bank of America 1994 - 2007
FleetBoston Financial 1998 - 2005
Fleet Bank 1994 - 1998
Bank United of Texas 1993 - 1994
Citi 1982 - 1993
Skills
Product Management, Banking, Analytics, Segmentation, Strategy, Financial Services, Retail Banking, Marketing Strategy, Portfolio Management, Credit, Business Development, Product Development, Small Business, Leadership, Management, Business Strategy, Credit Cards, Direct Marketing, Integrated Marketing, Competitive Analysis, Customer Retention, Strategic Planning, Payments, Commercial Banking, Executive Management, Pricing, Multi-channel Marketing, Consumer Lending, Loans, P&L Management, Financial Analysis, Marketing Communications, Product Marketing, Cross Selling, Marketing Management, Cross-functional Team..., Start-ups, Marketing, Sales, Pricing Strategy, Lead Generation, Mortgage Lending, Marketing Research, Debit Cards, Customer Experience, Product Launch, Retail, Six Sigma, Thought Leadership, Digital Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.), Marketing, Corporate Relations & Public Policy (Double Major)
Columbia University in the City of New York 1976 — 1980
Bachelor’s Degree, Economics
Vestal High School 1973 — 1976
High School
the welsman household August 2013 - Present
Eagle National Bank May 2005 - August 2013
Bank of America 2004 - 2005
Fleet Bank 2001 - 2005
Skills
Retail Banking, Banking, Mortgage Banking, Loans, Credit
Education
Delaware County Community College
Giant Food August 2009 - Present
Advanta Bank Corp January 2004 - February 2009
Fleet Bank January 2000 - December 2003
Equity One, Inc July 1999 - December 1999
Advanta Mortgage July 1998 - July 1999
Advantage National Bank July 1996 - July 1998
Coldwell Banker Real Estate April 1995 - February 1996
GMAC Mortgage July 1985 - December 1994
Skills
Collections Management, Negotiation, Customer Satisfaction, Mortgage Servicing, Independent Thinker, Skilled Communicator, Teamwork, Results Focused, Mortgage Banking, Goal Oriented
Education
Delaware Valley College
Bachelor of Science (B.S.), Accounting and Business/Management
Schlicher and Kratz School of Real Estate
Capital One September 2015 - Present
Citibank January 2011 - September 2015
TD Bank 2004 - 2011
Creative Financial Group 2001 - 2004
Fleet Bank 1997 - 2001
Corestates Bank 1986 - 1997
Skills
Loans, Financial Analysis, Commercial Lending, Real Estate, Underwriting, Portfolio Management, Strategic Financial..., Business Development, New Business Development, Financial Structuring, Financial Planning, Banking
Education
Drexel University
MBA, Finance
Saint Joseph's University
BA, Economics / Computer Science
The American College
CFP®, ChFC®, CLU®
Philanthropic Consultant/Strategist 2015 - Present
Boston MedFlight 2012 - February 2015
World Education February 2011 - January 2012
The Dimock Center 2009 - 2011
Year Up October 2007 - September 2009
Philanthropic Consultant/Strategist 2001 - 2007
Fleet Bank April 1998 - 2001
Harvard University 1995 - 1998
Previous Executive Experience in Fundraising, Communications and Marketing January 1984 - January 1995
Skills
Fundraising, Strategic Planning, Annual Giving, Leadership, Strategy, Strategic Corporate..., Public Relations, Organizational..., Corporate Social..., Corporate Communications, Team Leadership, Leadership Development, Stewardship, Facebook, Web Design, Kickstarter Campaigns, Twitter Marketing, Creative Marketer, Non-profit Board..., Board Development, Capital Campaigns, Planned Giving, Social Media Marketing, Digital Marketing, Print Management, Non-profit Leadership, Program Development, Nonprofits, Public Speaking, Program Management, Philanthropy
Education
Columbia University - Columbia Business School 1990 — 1994
Master of Business Administration (MBA), International Marketing and Management
Columbia University - School of International and Public Affairs 1990 — 1994
MIA, International Business
Regis College 1978 — 1982
Bachelor's Degree, International Relations and Affairs
University College Dublin 1980 — 1981
History
ASI (Advertising Specialty Institute) February 2011 - Present
eModa.com/ eModa Showroom August 2003 - July 2009
Wells Fargo 2007 - 2009
TransUnion September 2005 - March 2007
HSBC Card Services 1999 - 2002
Fleet Bank 1997 - 1999
JW/ Jeans West an Edison Brothers company 1996 - 1997
MBNA America Bank 1991 - 1996
Skills
Advertising, Account Management, Trade Shows, B2B, Lead Generation, Sales Management, Salesforce.com, Fashion, Visual Merchandising, Sales, Brand Development, Brand Management, Marketing, Telemarketing, Direct Sales, Oracle, TIMSS, Fashion Shows, Trade Show Exhibitor, Showrooms, Textiles, Direct Marketing, Team Management, FDR, Trend, Trend Analysis, Apparel, Collections, Customer Satisfaction, Customer Retention, Territory Account..., Territory..., International Sales, Sales Leadership..., Sales Presentations, Sales Rep Training, Credit, Denim, Social Networking, Trade Show Presentations, Advertising Sales, Email Marketing, CRM, Market Planning, Mobile Marketing, B2B Marketing, Brand Awareness, Online Marketing, Corporate Gifts, Selling
Education
Delaware State University
Business Administration and Management, General
Dover High School
Diploma
IDT Telecom 2000 - Present
SkyView World Media 1996 - 1999
Fleet Bank 1990 - 1996
Skills
Product Management, Telecommunications, Start-ups, Strategic Partnerships
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
EMBA, Business
Williams College 1986 — 1990
BA, American Studies
Bronx High School of Science
Bank of America August 1989 - Present
fleet bank 1991 - 2007
BankBoston 1991 - 1999
Skills
Banking, Commercial Banking, Treasury Services, Treasury Management, Credit, Cash Management, Portfolio Management, Treasury, Credit Analysis, Loans, Commercial Lending, Relationship Management, Small Business Lending, Credit Risk, Retail Banking, Payments
Education
College of the Holy Cross 1987 — 1991
Rockville Bank March 2011 - Present
Webster Bank,N.A. September 2010 - April 2011
Insightful Solutions CT, LLC January 2007 - March 2011
Fleet Bank 1996 - 1999
Fleet Bank 1993 - 1996
Fleet Bank 1990 - 1993
Federal Reserve Bank of New York 1986 - 1990
Skills
Banking, Loans, Risk Management, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Underwriting, Process Improvement, Small Business Lending, Management, Loan Origination, Strategic Planning, Training, Start-ups, CRM, Coaching, Leadership, Business Planning, Mergers & Acquisitions, Sales, Team Leadership, Consumer Lending, Mortgage Lending, Small Business, Financial Analysis
Education
Entrepreneurial Center at The University of Hartford 2007 — 2007
Certificate, Comprehensive Small Business Training Program
University of Connecticut 1991 — 1996
MBA, Finance
Connecticut College 1982 — 1986
BA, Economics, Hispanic Studies
Webster Bank October 2010 - Present
UBS Financial Services November 2008 - November 2010
US Trust July 1997 - November 2008
Fleet Bank May 1987 - July 1997
Invest (New Alliance) July 1985 - July 1987
Education
University of New Haven
Master, Business Administration; Finance
New England School of Banking Williams College
I.B
Duke University
Bachelor of Arts Humanities
Fieldpoint Private December 2010 - Present
Morgan Stanley September 2002 - December 2010
Bankers Trust Private Bank September 2000 - September 2002
Fleet Bank January 1993 - September 2000
Education
Drexel University 1983 — 1985
MBA, Corporate Finance
Middlebury College 1977 — 1981
BA, Economics
Lakeside School 1971 — 1977
High School
Insyte Consulting August 1994 - Present
Western New York Venture Association/Buffalo Angels August 1994 - Present
Fleet Bank 1991 - 1994
HSBC 1990 - 1991
Goldome 1980 - 1990
Skills
Business Planning, Strategic Planning, Funding, Venture Capital, Budgeting, Product Development, Forecasting, Business Strategy, New Business Development, Financial Analysis, Start-ups, Planning, Change Management, Financial Modeling, Management Consulting, Strategy Development, Process Improvement, Due Diligence, Fundraising, Coaching, Grants, Angel Investing, Project Planning, Strategy
Education
State University of New York at Buffalo - School of Management 1982 — 1987
MBA
Cornell University 1976 — 1980
BS
Bishop Turner High School 1972 — 1976
Daiwa Securities Capital Markets 2007 - Present
Intesa Sanpaolo 2000 - 2007
Fleet Bank 1998 - 2000
SMBC Nikko Securities America, Inc. 1994 - 1998
BZW (Barclays de Zoete Wedd) 1988 - 1994
Citi 1986 - 1988
Skills
Corporate Finance, Bonds, Securities, International Finance
Education
Cornell University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor's Degree
University of Cologne
International Finance
Mercer Management Consulting August 2010 - Present
Vancity September 2005 - December 2009
Fleet Bank April 1993 - April 2003
Skills
Microsoft Office, Customer Service, Microsoft Word
Education
Community College of Rhode Island
Dalhousie University
Dover Jr. Sr. High School
Pennoni Associates July 2014 - September 2015
CGC Consulting (a WBE affiliate of Duffield Associates) November 2013 - July 2014
Cardno ENTRIX August 2012 - November 2013
Duffield Associates May 1999 - August 2012
Fleet Bank June 1996 - January 1999
First Night Wilmington 1992 - 1994
Atlantic Aviation 1989 - 1992
Dassault Falcon Jet 1981 - 1989
Skills
Project Planning, Facilities Management, Program Management, Microsoft Office, Marketing Communications, Business Development, Advertising, Social Media Marketing, Database Administration, Corporate Communications, Technical Writing, Proposal Writing, Event Management, Strategic Planning, Leadership, Team Building, Change Management, Public Relations, Marketing Strategy, Project Management, Management, Marketing, Community Outreach, Social Media, CRM, Strategy, Fundraising, Contract Negotiation, Integrated Marketing, Customer Service, Event Planning, Coaching, Contract Management, New Business Development, Remediation, Environmental Compliance, Analysis, Account Management, Social Networking, Sales, Leadership Development, Environmental..., Water, Water Resources, Process Scheduler, Public Speaking, Process Improvement, Team Leadership, Negotiation, Training
Education
Drew University 1975 — 1979
BA, Mathematics and Art
Millbury Savings Bank March 2010 - Present
Bank of America September 2004 - March 2009
Fleet Bank September 1995 - September 2004
Skills
Consumer Lending, Problem Solving, Client Retention, Credit, Selling, Sales, Commercial Banking, Leadership, Loans, Customer Retention, CRM, Banking
Education
Dean College 1969 — 1971
Psychology
Dean Junior College 1969 — 1971
Coursework, Psychology
Acton Boxborough Regional High School 1965 — 1969
High School, College Prep
Private Practice December 2005 - Present
GE January 2001 - August 2002
Scottrade June 1999 - January 2001
Fleet Bank July 1995 - January 1999
Investor's Associates October 1994 - June 1995
Skills
Criminal Defense &..., Slip & Fall, Intellectual Property, Criminal Defense, Recruiting, Personal Injury, Real Estate, Commercial Litigation, Strategic Planning, Business Strategy, Legal Writing, Corporate Law, Corporate Governance, Motions, Drunk Driving, Public Relations, Mergers & Acquisitions, Contract Negotiation, Courts, Medical Malpractice, Risk Management, Westlaw, Automobile Accidents, Banking, Licensing, Research, Commercial Real Estate, Public Speaking, Legal Research, Hearings, Employment Law, Team Building, Arbitration, Microsoft Office, Human Resources, Talent Acquisition, Real Estate Transactions, Negotiation, Mediation, Litigation, Drug Possession, Bankruptcy, Nonprofits, Management, Due Diligence, Mergers, Civil Litigation
Education
WNEC School of Law 2001 — 2005
JD
Curry College 1990 — 1994
BA, Communications
South Fulton HospitalFulton January 2011 - March 2011
Tangu INC January 2010 - January 2011
Metro Atlanta Recovery Residence January 2008 - 2009
Global Connections January 2006 - January 2007
Platinum Medical Transport January 2005 - January 2006
Grey Stone Inc January 2004 - January 2005
Anderson School January 2000 - January 2004
Fleet Bank January 1998 - January 2000
Skills
Medical Terminology, HIPAA
Education
Javelin Technical Training Center 2010 — 2011
Certification, Billing and Coding
DeVry University 2008 — 2009
United Bank February 2014 - Present
Santander Bank, N.A. October 2012 - January 2014
Wells Fargo June 2009 - September 2012
Wachovia, A Wells Fargo Company 2003 - 2008
Fleet Bank 1985 - 2002
Skills
Banking, Commercial Banking, Credit, Loans, Leadership, Relationship Management, Middle Market, Portfolio Management, Sales Management, Credit Analysis, Finance, Mortgage Lending, Capital Markets, Credit Risk, Management, Commercial Lending
Education
Cornell University
MBA, Finance
University of Connecticut 1980 — 1985
BA, Political Science/International Trade and Finance
A.M. Best Company August 1997 - Present
HealthQuest of Hunterdon September 2006 - Present
Fleet Bank 1986 - 1997
Natwest Bank 1986 - 1995
Skills
Martial Arts, Visual Basic, Access, Strategic Planning, Problem Solving, Team Building, HTML, JavaScript, ASP, Web Services, ASP.NET, Microsoft Office, Analysis, Cross-functional Team..., Databases, Database Design, Microsoft SQL Server, Business Analysis, Requirements Analysis, Software Documentation, Business Intelligence, Management, Integration, Project Management
Education
Rutgers Graduate Business School 1990 — 1994
MBA, Computers and Information Systems
Drew University 1982 — 1986
BS, Biology
Nationwide Insurance August 2013 - Present
Nationwide Insurance June 2010 - July 2013
The Hanover Insurance Group 2005 - 2010
Fleet Bank 2003 - 2005
First USA 1998 - 2002
Signet Bank 1994 - 1997
McKinsey & Company 1990 - 1994
Chemical Bank (JPM) 1983 - 1988
Skills
Underwriting, Relationship Management, Risk Management, Financial Analysis, Insurance, Portfolio Management, Financial Services, Strategic Planning, Property & Casualty..., Financial Modeling, Change Management, Business Strategy, Life Insurance, Strategy, Business Development
Education
Darden Business School 1988 — 1990
MBA
Columbia College (NY) 1978 — 1983
BA, Economics
Stuyvesant High School
Rocky Hill Advisors June 2009 - June 2013
J William Mantz Investment Advisors LLC November 1995 - June 2009
Fleet Bank July 1982 - November 1995
Citi Group July 1973 - July 1982
US Air Force May 1968 - July 1973
Bethel Park School District January 1968 - June 1968
Eagle Savings and Loan June 1960 - September 1960
Skills
Leadership Development, Project Implementation, Financial Management, Banking, Portfolio Management, Asset, ALM, Risk Management, Financial Modeling, Financial Analysis, Capital Markets, Investments, Treasury Management, Financial Reporting, Cash Management, Fixed Income, Credit, Credit Risk, Corporate Finance, Valuation, Compliance, Strategic Planning, Risk, Derivatives, Asset Management, Financial Markets, Accounting, Funding, Mortgage, Budgeting, Securities, Commercial Banking, Mergers, Bonds, Executive Management, Forecasting, Pricing, Insurance, Credit Analysis, Hedging, Risk Analysis, Liquidity Management, Excel, Customer Relations, Investment Banking, Series 7, Interest Rate Risk..., Liquidity Risk, Securitization, Regulatory Reporting
Education
1979 — 1981
MBA, Economics and Finance
Duquesne University 1964 — 1968
BS Ed., English
Consulting/Freelance/ Certified Trainer December 2013 - Present
Child care Center January 2012 - September 2013
Ebenezer Help Inc August 2007 - December 2011
Childcare Provider September 2003 - June 2007
Wachovia January 2002 - April 2003
Fleet Bank October 1999 - December 2002
Skills
Training, Fundraising, Volunteer Management, Social Media, Public Speaking, Nonprofits, Microsoft Office, Teaching, Research, Editing, Customer Service, Social Networking, Public Relations, Event Planning
Education
Dallas Baptist University
BAS, Psychology
University College of the Caribbean
Certificate, Public Relations
Koch Eye Associates September 1995 - Present
Robert Rosenfeld, M.D. June 1990 - September 1995
East Side Clinical Laboratory June 1985 - June 1990
Fleet Bank June 1977 - June 1980
Skills
Refractive Surgery, Ophthalmology, LASIK, Surgery Scheduling, Clinical Research, Optometry, Dry Eye, Healthcare, Surgery, Medical Terminology, Glaucoma, Cataract Surgery, Medical Devices, Healthcare Management, EMR, Hospitals, Medicine, HIPAA, Pediatrics, Medical Billing, EHR, Medical Records, Medical Coding, Medical Imaging
Education
Johnson and Wales University 1982 — 1983
Phlebotomy Technician/Phlebotomist
Community College of Rhode Island 1976 — 1977
Accounting and Finance
Collabera January 2014 - Present
Ameriplan January 2013 - January 2014
Atlantic Data Service June 2011 - April 2012
Bank of America Corporation December 2000 - December 2010
Bank of America July 2000 - December 2004
Fleet Bank November 1998 - July 2000
Bank of America Corp January 1994 - January 2000
Bank of America January 1998 - December 1998
Fleet Bank February 1998 - November 1998
Fleet Bank January 1996 - February 1998
Skills
Risk Management, Vendor Management, Process Improvement, SDLC, Business Process..., Program Management, Strategy, Management, Leadership, Project Management, Training, Analysis, Outsourcing, Six Sigma, Banking, Team Building, Product Management
Education
Dean College 1992 — 1994
Associate's Degree, Business Admin
Dean College 1992 — 1994
Business Administration and Management, General
Merchants' Choice Payment Solutions May 2013 - Present
Central Payment Corp July 2009 - May 2013
First Financial USA December 2008 - July 2009
Equity One Mortgage February 2004 - June 2006
Fleet Bank August 2000 - May 2003
Skills
Payments, Cold Calling, Merchant Services, New Business Development, Credit Cards, Sales, E-commerce, Strategic Planning, Payment Card Processing, Advertising, Small Business, Salesforce.com, Team Building, Loans, Strategic Partnerships, Direct Sales, Lead Generation, Customer Retention, Electronic Payments
Education
DeSales University 1978 — 1980
Politics
CVS Corporation January 2005 - Present
2003 March 2003 - Present
CVS January 1997 - January 2002
Fleet Bank January 1995 - January 1997
Fleet Bank January 1993 - January 1995
Fleet Bank January 1987 - January 1993
Education
Roger Williams University
Bachelor of Science Degree, Business Administration; Finance
Community College of Rhode Island
Associates Degree, Business Administration
CIGNA HealthCare June 2007 - Present
CIGNA HealthCare August 2005 - July 2007
CIGNA HealthCare January 2001 - August 2005
CIGNA HealthCare March 2000 - April 2001
Fleet Bank September 1999 - March 2000
sanofi-aventis 1999 - 2000
TRL, Inc. September 1998 - August 1999
Skills
Talent Management
Education
University of Scranton 1998 — 2001
Masters in Human Resources, Human Resources Management/Personnel Administration, General
East Stroudsburg University of Pennsylvania 1995 — 1998
Bachelors of Science, psychology
Valley View High School 1991 — 1994
Wilkes University
Pursuing Master of Arts (MA), Creative Writing
The Fauquier Bank April 2014 - Present
Capital One June 2010 - April 2014
Capital One Bank June 2010 - August 2013
HSBC October 2008 - June 2010
Wachovia March 2007 - October 2008
SunTrust Bank 2005 - 2007
Citbank 2005 - 2005
Wachovia Bank 2001 - 2005
Fleet Bank March 1999 - December 2001
Dowling College 1996 - 1999
Skills
Leadership, Banking, Commercial Lending, Commercial Banking, Educational Programs, Strategy Formulation, Strategy Execution, Small Business Lending, Business Strategy, Management, Credit, Finance, Leadership Development, Credit Analysis, Loans, Coaching, Top-notch Customer..., Consumer Lending, Lines Of Credit, Retail Banking, SBA, Sales, Team Building, Middle Market, Mortgage Lending, Treasury Management, Customer Service
Education
Consumer Bankers Association 2006 — 2008
Graduate School of Retail Bank Management, Executive Retail Managment
Dowling College 1996 — 1998
MBA, Total Quality Management
Dowling College 1991 — 1995
BBA, Finance
John H Glenn HS (aka Elwood HS)
General Dynamics ATP April 2013 - Present
American Consulting Engineers & Surveyors, Inc July 2007 - April 2013
Sovereign Bank 2006 - 2006
Metcare Rx Pharmaceutical Services Group, LLC December 2003 - December 2005
Fleet Bank November 2002 - December 2003
Sugarbush Resort 1997 - 2001
Skills
QuickBooks, Accounting, Financial Accounting, Microsoft Office, Time Management, Cash Management, Event Planning, Windows, Banking, Deposits, Credit, Social Media, Loans, Commercial Banking, Financial Analysis, Social Networking
Education
Community College of Vermont 2010 — 2014
Associate's degree, Accounting, GPA 3.968
YHB Investment Advisors February 2012 - Present
Sattva Ayurveda 2009 - Present
Fleet Bank 1996 - 2000
Shawmut Bank 1992 - 1996
Skills
Portfolio Management, Investments, Socially Responsible..., Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Financial Analysis, Holistic Health, Ayurveda, Alternative Medicine, Yoga, Lifestyle, Meditation, Wellness, Healing, Wellbeing, Herbal Remedies, Herbs, Stress Management, Naturopathy, Nutrition, Sustainable Products, Green Living
Education
Duquesne University 1987 — 1991
B.A.
Kripalu School of Ayurvedic Medicine 2007 — 2009
Intrawest January 2006 - July 2011
Intrawest June 2005 - January 2006
Intrawest June 2004 - June 2005
Intrawest November 2003 - June 2004
Fleet Bank September 2001 - November 2003
Skills
Account Reconciliation, Cash Management, Customer Service, Revenue Analysis, Financial Reporting, Fixed Assets, Variance Analysis, Budgets, General Ledger, Accounts Receivable, Process Improvement, Accounting, Forecasting, Hospitality, Internal Controls, Financial Analysis, Resorts, Business Planning, Managerial Finance, Auditing, Financial Statements, JD Edwards, Bank Reconciliation, Income Statement, Journal Entries, Accruals, Cash Flow, Business Process..., Analysis, Invoicing, Revenue Recognition
Education
Colorado State University 1996 — 2000
Staples May 2014 - Present
Bank of America June 2004 - March 2014
Fleet Bank April 1999 - June 2004
BankBoston April 1997 - April 1999
Skills
Banking, Commercial Banking, Foreign Exchange, Currency Options, Dodd-Frank, EMIR Regulations, Risk Management, Listening, Capital Markets, Derivatives, FX Options, Finance, Options, Strategy
Education
Northeastern University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Dickinson College 1990 — 1994
Bachelor of Science (BS), Political Science and Government
Greens Farms Academy 1986 — 1990
High Hopes Consulting LLC September 2010 - Present
From Creation Remedies January 2009 - August 2013
High Hopes Studio, Inc. 2004 - August 2013
New York Life January 2009 - April 2009
New York Life Retirement Plan Services September 2007 - January 2009
CitiStreet, LLC 2000 - 2007
Aquent 1998 - 2000
Fleet Bank 1996 - 1998
CDM 1996 - 1998
MIT 1995 - 1996
Skills
Management, Marketing Communications, Marketing, Marketing Strategy, CRM, Sales, Event Planning, Business Planning, Strategic Planning, Advertising, Leadership, New Business Development, Email Marketing, Event Management, Social Media Marketing, Entrepreneurship, Social Networking, Business Development, Talent Management, Online Marketing, Team Building, Graphic Design
Education
Global College of Natural Medicine 2008 — 2010
Certification
Eastern Nazarene College
Hartwick College
DLG Wealth Management Llc January 2010 - Present
Merrill Lynch September 2001 - January 2008
Fleet Bank June 1982 - August 2001
Skills
Financial Analysis, Wealth Management, Retirement Planning, Strategic Financial..., Alternative Investments, Investment Strategies, Asset Allocation, Investment Management, Investments, Portfolio Management, Financial Advisory, Asset Management, Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Estate Planning
Education
State University of New York at Albany 1984 — 1986
Master of Business Administration (MBA)
Cornell University 1980 — 1982
Applied Economics and Business Management
The PrivateBank and Trust Company March 2008 - Present
Derivis LLC December 2007 - March 2008
ABN AMRO July 2005 - November 2007
AIG Financial Products April 2004 - June 2005
Fleet Bank April 2001 - April 2004
First Union National Bank April 1994 - March 2001
JPMorgan August 1991 - April 1994
Lehman Brothers May 1990 - August 1990
Skills
Interest Rate Swaps, Risk Management, Options, Currency, Swaps, Forwards, Hedging, FX, Derivatives, Interest Rate..., Capital Markets, Banking, Fixed Income, Financial Institutions, FX Options, Treasury Management, Investments, Financial Markets, Corporate Finance, Financial Risk, Credit, Portfolio Management, Finance, Structured Finance, Securities, Loans, Financial Services, Equity Derivatives, Financial Structuring, Commodity, FX trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Duke University 1986 — 1989
BS, Computer Science, Economics
University of Oxford 1988 — 1988
British Literature
Admiral Farragut Academy 1980 — 1986
Bank of America September 2007 - Present
Bank of America April 2004 - September 2007
Fleet Bank July 1998 - April 2004
Skills
Strategic Planning, Project Management, Philanthropy, Fundraising, Leadership Development, Nonprofits, Strategic Communications, Event Planning, Community Outreach, Volunteer Management, Program Development
Education
Duke University 1993 — 1997
BA, History
Bronx Science
Jack Morton Worldwide July 2001 - Present
Hay Group June 1993 - June 2001
Fleet Bank September 1984 - May 1993
Skills
Employee Relations, Performance Management, Deferred Compensation, Human Resources, Personnel Management, Coaching, Employee Engagement, Talent Management, Talent Acquisition, Onboarding, Strategy, Executive Coaching, Organizational..., Recruiting, Organizational Design
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.), General Management
Denison University 1974 — 1978
Bachelor's Degree, Psychology
RCN August 2014 - Present
Cornerstone Benefits, Inc. April 2004 - December 2013
Cornerstone Institutional Investors, Inc. April 2004 - December 2013
Cornerstone Advisors Asset Management, Inc. April 2004 - December 2013
Fleet Bank 1996 - 2002
Skills
Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, Account Reconciliation, Financial Statements, Payments, Mutual Funds, Accruals, Management, Credit, Insurance, Journal Entries, Access, Accounting, Financial Reporting, Series 7, Uniform Combined State..., Loans, Financial Accounting, Series 66, GAAP, Time Management, Cash Management, Financial Statement...
Education
DeSales University 1998 — 2003
BS, Accounting/Finance
Brandywine College 1983 — 1985
Associate's degree, Executive Assistant/Executive Secretary
State of Rhode Island January 2014 - Present
RI Economic Development Corporation November 2011 - Present
National Coalition of 100 Black Women - RI Chapter July 2011 - Present
Year Up February 2005 - January 2013
Lifespan 2008 - December 2011
United Way of Rhode Island November 2000 - March 2011
Fleet Bank 2000 - 2003
Bank of America October 1969 - November 2000
State of Rhode Island; Office of the Governor November 1994 - October 2000
Skills
Fundraising, Non-profits, Public Policy, Resource Development, Public Speaking, Program Development, Networking, Strategic Planning, Management, Grants, Workshop Facilitation, Policy Analysis, Volunteer Management, Event Management, Leadership, Nonprofits, Research, Social Media, Program Management, Organizational..., Marketing, Social Networking, Event Planning, Entrepreneurship, Program Evaluation, Public Relations, Start-ups, Small Business, Leadership Development, Strategy, Community Development, Community Outreach, Strategic Communications, Business Development, Philanthropy, Board Development, Grant Writing, Staff Development, Social Media Marketing, Coaching
Education
Community College of Rhode Island 1980 — 1988
Accounting, Economics
Community College of Rhode Island
Associate's degree, Accounting and Finance
Independent Contractor May 2010 - Present
Morgan Stanley Smith Barney July 2007 - August 2010
Merrill Lynch June 2004 - July 2007
Merrill Lynch September 2002 - June 2004
Merrill Lynch October 1999 - September 2002
Fleet Bank November 1996 - October 1999
Shawmut Bank / Connecticut National Bank October 1994 - November 1996
Shawmut Bank January 1992 - October 1994
Connecticut National Bank / Shawmut Bank September 1990 - January 1992
Great Country Bank (formerly Savings Bank of Ansonia) June 1984 - September 1990
Skills
Banking, Team Building, Leadership, Training
Education
Sacred Heart University 1987 — 1990
MBA, Business Administration
Eastern Connecticut State University 1983 — 1987
B.S., Business Administration
The New England School of Banking at Williams College 1995 — 1996
Trust Administration Program
UCB Pharmaceuticals April 2015 - Present
Chattahoochee Technical College January 2012 - December 2012
AON eSolutions July 2010 - May 2011
The Home Depot - Corporate Office 2004 - 2008
UCB Pharma 2003 - 2004
Fleet Bank 2000 - 2001
Fleet Bank 1998 - 2000
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, PowerPoint, Human Resources, Management, Project Management, Team Leadership, Customer Service, Strategic Planning, Cross-functional Team..., Sales, Training, Recruiting, Team Building, Budgets
Education
Chattahoochee Technical College 2012 — 2012
Health
New England College of Finance 1999 — 2001
Business
Community College of Rhode Island 1996 — 1997
Health/Nursing
Villanova Financial Services, Inc. January 2012 - July 2012
Simon Family April 2003 - March 2011
Fleet Bank January 2001 - April 2003
Skills
Financial Planning, Group Benefits, Financial Advisory, Health Insurance, Digital Photography, Investments, Customer Relations, AutoCAD, Customer Service
Education
Delaware County Community College 2012 — 2015
Associate's degree, Registered Nursing/Registered Nurse
Massasoit Community College 2002 — 2004
Loomis, Sayles & Company March 2012 - Present
Loomis Sayles & Co March 2009 - March 2012
Loomis, Sayles & Company June 2006 - March 2009
Loomis, Sayles & Company October 2001 - June 2006
Merrill Lynch December 1999 - October 2001
Fleet Bank March 1999 - December 1999
Spriggs and Hollingsworth May 1998 - March 1999
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, Finance & Investment Analysis
The George Washington University 1994 — 1998
BA, English, Journalism
Miss Porters School 1992 — 1994
Avon High School 1990 — 1992
A Financial Services Company August 2015 - Present
Eaton Vance April 2006 - September 2015
Fidelity Investments June 2005 - March 2006
Century Bank February 2001 - June 2005
Fleet Bank 1997 - 2000
Skills
Business Analysis, Project Management, Integration, Risk Management, Requirements Analysis, Software Documentation, Financial Services, Visio, Management, Requirements Gathering, Program Management, IT Strategy, SDLC, Mutual Funds, Disaster Recovery, Fixed Income, Leadership, Investments, Equities, Technical Support, Service Level Management, Capacity Planning, Capacity Assessment, Functional..., Business Process..., Databases, Data Warehousing, Data Warehouse..., SharePoint, Volunteer Management, Volunteer Recruiting, SDL, Wiki Development, Wikis, ShareP, IT Operations, Equi, Fixe, Commercial Lending, Quality Assurance, Microsoft Excel, SQL Server Management..., SQL
Education
Northeastern University 1994 — 1996
Graduate Certificate Program Information Management, Information Science/Studies
Harvard University Extension 1992 — 1992
Graduate Adult Education, Non-Profit/Public/Organizational Management
Colorado State University 1979 — 1983
BS, Agr.Business and Finance
Westwind Financial April 2007 - Present
Bank of America January 2004 - April 2007
Fleet Bank April 1996 - January 2004
Skills
Wealth Management, 401k Rollovers, Investments, Retirement Planning, Risk Management, Portfolio Management, Strategic Financial..., Equities, Financial Reporting, Finance, Insurance, Asset Management, Valuation, Fixed Income, Roth IRA, IRAs, SEP IRA, Life Insurance, Long Term Care Insurance
Education
The American College 2013 — 2013
RICP, Financial Planning and Services
Community College of Rhode Island 1994 — 1996
Associate's degree, Business/Commerce, General
PricewaterhouseCoopers February 2009 - Present
Postprandial Toastmasters 2006 - Present
Career Development Services 2006 - 2012
Brambleberry Barn, Inc. 2001 - August 2008
Fleet Bank 2003 - 2004
PAETEC Communications 1999 - 2001
Skills
Coaching, Team Building, Organizational..., Strategic Planning, Public Speaking, Small Business, Sales Presentations, Executive Coaching, Organizational..., Business Planning, Process Improvement, Leadership Development, Workshop Facilitation, Career Development, Project Management, Training, Succession Planning, Engaging Public Speaker, Employee Benefits, Change Management, Leadership, Business Strategy, Management, Entrepreneurship, Sales, Marketing Strategy, Business Development, Cross-functional Team..., Performance Management, Strategy, Management Consulting, Contract Negotiation
Education
Cornell University 1995 — 1999
BS, Industrial and Labor Relations
Fidelity Investments August 1998 - Present
Fleet Bank 1996 - 1998
Skills
Management, Process Improvement, Vendor Management, Leadership, Program Management, Project Management, Business Analysis, Employee Benefits, Financial Services, Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance
University of Vermont 1985 — 1989
BA, Economics
Textron Financial June 1989 - October 2008
Fleet Bank June 1985 - June 1989
Skills
Call Center, Management, Analysis, Leadership, Troubleshooting, Computer Science, Call Centers, Project Management, Six Sigma, Training, Business Analysis, Business Process..., Information Technology, Integration, Process Improvement, Program Management, SDLC, Security, Strategy, Vendor Management
Education
University of Phoenix 2002 — 2008
MBA, Technology Management
Community College of Rhode Island 1982 — 1984
Advanced Certificate, Computer Science
University of Rhode Island 1977 — 1980
Community College of Rhode Island 1974 — 1976
Associates, Liberal Arts
Bank of America February 2014 - Present
Bank of America September 1996 - 2004
Fleet Bank 1993 - September 1996
Skills
SDLC, Banking, Credit, Business Analysis, Risk Management, Credit Risk, Retail Banking, CRM, Vendor Management, Analytics, Financial Services, Financial Risk, Team Building, Analysis, Requirements Gathering, Process Improvement, Change Management, Project Management, DB2, Microsoft Office
Education
Syracuse University 1988 — 1990
Computer Science/Engineering Mathmatics
Cornell University 1986 — 1988
Electrical/Computer Engineering
East Boston Savings Bank April 2002 - Present
Xtravision Photography 2009 - 2014
Citizens Bank 2000 - 2001
Fleet Bank 1993 - 2000
BankBoston 1993 - 2000
BayBank 1993 - 2000
Copley Flair 1990 - 1992
Skills
Leadership, Commercial Banking, Small Business Lending, Microsoft Excel, Microsoft Office, Mortgage Lending, CRM, Microsoft Word, Strategic Planning, Banking, Loans, Risk Management, Coaching, PowerPoint, Lines Of Credit, Credit, Retail Banking, Customer Service, Commercial Mortgages, Management, Residential Mortgages, Real Estate, Sales, Strategy, Training, Commercial Lending, Consumer Lending, Financial Analysis, Portfolio Management, Insurance
Education
Dublin Business School 1989 — 1992
Dale Carnegie
Graduate
St. Vincent's CBS
Endorphin Farms, Inc. February 2009 - Present
First Reliance Bank October 2000 - January 2009
Rocky Mountain Bank, Phoenix AZ September 1999 - October 2001
Fleet Bank March 1992 - August 1996
Skills
Banking, Sales, Credit, Loans, Financial Analysis, Credit Analysis
Education
Eastern Connecticut State University 1991 — 1993
Accounting / Business Management
North Providence Police Department Customer Service SpecialistBenefit ConceptsJanuary 2012 - October 2013
Columbia Management January 2008 - November 2009
Day & Zimmerman Corporate Security August 2004 - November 2005
Town of North Providence November 1994 - September 1999
Fleet Bank November 1977 - April 1994
Skills
Portfolio Management, Customer Service, Credit, Series 6, Mutual Funds, Financial Services, Small Business Lending, Commercial Banking, Strategic Planning, Credit Analysis, Banking, Finance, Leadership, Series 63, Risk Management, Management, Accounting
Education
Rhode Island College 2010 — 2014
Bachelor of Arts (B.A.), Justice Studies, 3.49 GPA (RIC)
Roger Williams University 1996 — 1997
Criminal Justice, 3,89 GPA
Rhode Island Municipal Police Training Academy 1994 — 1995
Graduated, Law Enforcement
Community College of Rhode Island 1980 — 1984
Associates, Business Administration
Neighborhood Housing Services of New Britain, Inc. August 2013 - Present
HM Enterprises April 1991 - Present
New England Bank (Enfield Savings Bank) January 2006 - November 2012
Fleet Bank August 1978 - August 1992
Skills
Marketing Strategy, Management Consulting, Market Research, New Business Development, Business Planning, Project Management, Competitive Analysis, Sales Management, Marketing Management, Management, Team Management, Customer Service, Team Building, Leadership Development, Financial Advisory, Human Resources, Training, Banking, Public Speaking
Education
Drexel University - LeBow College of Business 1967 — 1972
BS, Marketing
ClearView Healthcare Partners January 2008 - Present
Leerink Swann Strategic Advisors January 2006 - January 2008
Leerink Swann 2006 - 2007
Strategic Decisions Group February 2002 - January 2006
Arthur D. Little June 1999 - January 2002
Fleet Bank June 1993 - July 1997
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
College of the Holy Cross 1989 — 1993
KeyBank July 2012 - Present
Citizens Bank June 2008 - June 2012
Bank of America June 2005 - February 2008
Sovereign Bank December 2003 - June 2005
Fleet Bank October 1998 - December 2003
Skills
Banking, Branch Management, Credit, Cross Selling, Loans, Consumer Lending, Leadership, Retail Banking, Customer Service, Sales, Training, Small Business Lending, Credit Analysis, Lines Of Credit, Coaching, Relationship Management, Commercial Lending, Branch Banking, Mortgage Lending, Sales Management, Strategic Planning, Credit Cards, Finance, Commercial Banking, Risk Management, Recruiting, Human Resources, Operations Management, Analysis, Budgets, Loan Origination, Cash Management, Portfolio Management, Mortgage Banking, Employee Training, Employee Engagement, Hiring, Leadership Development, Onboarding, Customer Retention, Customer Experience, Deposits, Customer Satisfaction, Performance Management, Team Building, Home Equity Lines of..., Process Improvement, Home Equity Loans, Building Relationships, Sales Process...
Education
Curry College 2001 — 2003
Bachelors Degree, Business Management-Marketing and Finance
Massasoit Community College 1999 — 2001
Associates Degree, Business Administration-Finance and Marketing
Helaba October 2001 - Present
Fleet Bank June 1992 - September 2001
Fudan University 1987 - 1990
Education
University of Maine 1991 — 1994
MBA
East China Normal University
BA, English
NYISO 2011 - Present
LTI (Logic Technology Inc.) November 2008 - 2011
Valogix LLC January 2008 - November 2008
CommerceHub July 2003 - December 2007
Fleet Bank 2002 - 2003
Jones Day 2002 - 2002
Fleet Bank 2000 - 2002
LexisNexis 1997 - 2000
Skills
SQL, Programming, Java, Agile Methodologies, XML, Software Development, Software Engineering, Web Development, Requirements Analysis, Linux, Risk Assessment, Risk Management, Unix, Integration, SDLC, Enterprise Architecture, Apache Storm, MongoDB, Node.js, Python, R, Amazon Web Services...
Education
Cornell University 1993 — 1994
Master of Engineering
Cornell University 1989 — 1993
Bachelor of Arts
Tufts University July 2000 - Present
Williams College 1996 - 2000
Williams College 1995 - 2000
Williams College 1995 - 2000
Fleet Bank 1990 - 1994
Bank of New England 1987 - 1994
Bank of New England 1989 - 1993
Bank of New England 1989 - 1992
Skills
Teaching, Community Outreach, Fundraising, Public Speaking, Program Development, Volunteer Management, Non-profits, Event Planning, Grant Writing, Research, Editing, Event Management, Social Media, Spanish, PowerPoint, Social Networking, Microsoft Office, Public Relations, Data Analysis, Staff Development, Tutoring, Athletic Training, Blogging, Sports, Facebook, Educational Leadership, Coaching, Program Management, Curriculum Development, Microsoft Word, Leadership Development, Marketing, Training, Student Development, Higher Education, Administration, Leadership, Strategic Planning, Microsoft Excel, Sports Management, Academic Advising, Athletics, Classroom
Education
Tufts University 1993 — 1995
MA, History
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Russian Studies
Standard Chartered Bank February 2010 - Present
Royal Bank of Scotland June 2009 - January 2010
ABN AMRO Bank May 2003 - May 2009
Fleet Bank 2002 - 2003
Skills
Analysis, Business Strategy, Capital Markets, Commodity, Corporate Finance, Credit, Credit Cards, Credit Risk, Derivatives, Financial Modeling, Investment Banking, Loan Origination
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Pace University 1998 — 2002
BBA, Finance & Accounting
Wachovia Corp. May 2007 - Present
Montefiore Medical Center April 2005 - May 2007
Fleet Bank February 2003 - May 2004
JPMorgan Chase January 2000 - June 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Columbia University in the City of New York 1983 — 1988
BA, Economics
Webster Bank August 2010 - Present
Family Office Group LLC August 2009 - August 2010
Bank of America January 2001 - September 2007
Fleet Bank May 2000 - January 2001
Fleet Bank April 1996 - May 2000
Shawmut Bank N.A. May 1992 - January 1996
Shawmut Bank N.A. April 1990 - May 1992
Skills
Banking, Treasury Management, Financial Services, Capital Markets, Commercial Banking, Financial Risk, Financial Analysis, Treasury Services, Cash Management, Commercial Lending, Loan Origination, Risk Management, Asset Allocation, Relationship Management, Loans, Financial Structuring, Retail Banking, Credit, Credit Analysis, Funding, Credit Risk, Payments, Consumer Lending, Mortgage Lending, Structured Finance, Treasury, Small Business Lending, Lines Of Credit, Cash Flow, Networking, Strategic Financial..., Asset Based Lending, Debt, Risk
Education
Lesley University 1993 — 1995
Masters (MS), Management
Curry College
BA, Communications
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
FM Global March 2001 - Present
Fleet Bank 1994 - 2001
Skills
PeopleSoft, PeopleTools
Education
Community College of Rhode Island
Johnson & Wales University
TJX July 2004 - Present
Fleet Bank February 2001 - June 2004
Coopers & Lybrand August 1990 - October 1994
Education
D'Amore-McKim School of Business at Northeastern University
Capital One October 2011 - Present
Capital One Bank August 2009 - October 2011
Chevy Chase Bank December 2004 - August 2009
Chevy Chase Bank October 2000 - December 2004
Fleet Bank March 1990 - September 2000
BankBoston 1996 - 1998
Education
The Johns Hopkins University 2003 — 2006
MS, Organization Development and Strategic Human Resources
Curry College 1997 — 2000
BA, Business Management
St. John's University January 2001 - Present
Fleet Bank February 1988 - December 2000
NatWest Bank 1987 - 2000
Skills
Higher Education, E-Learning, Teaching, Student Development, Training, Public Speaking, Distance Learning, Student Affairs, Instructional Design, Research, Staff Development, Adult Education, College Teaching, University Teaching, Academic Advising, PowerPoint, Nonprofits, Academic Administration, Curriculum Design, Curriculum Development, Educational Technology, System Administration, Program Development, Community Outreach, Tutoring, Higher Education..., Coaching, Faculty Development, Access, Leadership Development, Career Counseling, Career Development, Instructional Technology, Fundraising, Data Analysis, Resume Writing, Student Counseling, Educational Leadership, Student Engagement, Program Evaluation, History, Courses, Supervisory Skills, Classroom, Qualitative Research, Administration, Historian, Event Planning, Management
Education
St. John's University, Jamaica NY 2007 — 2012
Master of Arts (M.A.), American History (United States)
Dowling College 1988 — 1993
BS, Management Information Systems
St. Raymond's High School for Boys 1972 — 1976
High School Diploma, Academic
St. Helena's 1968 — 1972
Elementary Diploma, Academic
Incredible Technologies May 2015 - Present
Incredible Technologies January 2015 - Present
WMS Gaming October 2013 - October 2014
Scientific Games October 2012 - October 2014
ACS February 2011 - May 2012
JCM Global October 2009 - February 2011
Aristocrat June 2007 - July 2009
Harrah's Entertainment August 2004 - February 2007
Fleet Bank January 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1998 - January 2000
Skills
Casino, Gambling, Gaming Industry, Strategic Planning, Business Strategy, Product Management, Team Building, Marketing Strategy, Forecasting, New Business Development, Competitive Analysis, Online Gaming, Start-ups, Business Development, Strategic Partnerships, Team Leadership, Executive Management, Marketing, Budgets, Product Marketing, Sales, Gaming, Cross-functional Team..., Hospitality, Online Gambling, Leadership, Management, Email Marketing, Operations Management, Online Advertising, Strategy, P&L Management, E-commerce, CRM, Salesforce.com, Product Development, Account Management, Contract Negotiation, Direct Marketing, Market Analysis, Business Planning, Customer Acquisition, Market Research, Analytics, International Sales, B2B, Sales Management, Database Marketing, SaaS, Pricing
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance and Strategy
Duke University 1990 — 1994
BA, English
Capital One 2012 - July 2015
Capital One 2011 - 2012
ING DIRECT 2006 - 2011
ING DIRECT 2002 - 2006
Fleet Bank 1999 - 2002
Summit Bank 1998 - 1999
Summit Bank 1996 - 1998
Summit Bank 1995 - 1996
United Jersey Bank 1988 - 1995
Skills
Management, Banking, Marketing, Product Marketing, Change Management, Customer Experience, Leadership, Product Development, Financial Services, Strategy, Risk Management, Credit, Mortgage Lending, Business Analysis, Mergers & Acquisitions, Retail Banking, Relationship Management, Loans, Credit Risk, Customer Retention, Vendor Management, Team Leadership, Marketing Strategy, Call Centers, Financial Analysis, Credit Cards, Portfolio Management, Product Management, Strategic Planning, Mortgage Banking, Business Development, SDLC, Sales Management, Team Building, Financial Risk, Project Management, Internet Banking, Customer Service, Agile Methodologies, Lean Six Sigma
Education
Stockton State College 1988 — 1991
Bachelor of Science, Marketing
Cumberland County College 1986 — 1988
Associate of Arts in Business Administration
Nielsen (formerly Affinnova, Inc.) April 2012 - Present
TNS Custom Market Research 2007 - May 2012
Abt Associates April 1992 - March 2007
Fleet Bank 1981 - 1992
Skills
Quantitative Research, Customer Insight, Strategy, Segmentation, Market Research, Integrated Marketing, Business Development, Marketing, Analysis, Management, CRM, Primary Research, Brand Management, Financial Services, Advertising Research, Advertising, Mergers & Acquisitions, Marketing Research
Education
Northeastern University - Graduate School of Business Administration 1980 — 1982
MBA
University of Rochester 1972 — 1976
BA, Political Science
Enterprise Community Partners April 2000 - Present
Fleet Bank August 1998 - April 2000
Massachusetts Housing Partnership (MHP) 1993 - July 1998
Fleet Bank 1989 - 1993
Skills
Affordable Housing, Community Development, Affordable Housing..., Technical Assistance, Grants, Economic Development, Policy Analysis, Public Policy, Grant Writing, Program Development, Nonprofits, Sustainability, Program Management, Budgets, Event Planning, Community Organizing, Research, Public Speaking, Organizational..., Community Outreach, Program Evaluation, Fundraising, Board Development, Policy, Proposal Writing, Philanthropy, Volunteer Management, Workshop Facilitation, Public/private..., Government, Social Entrepreneurship, Capacity Building, Community Engagement, Strategic Communications, Public-private...
Education
Cornell University - S.C. Johnson Graduate School of Management 1987 — 1989
MBA
Tufts University 1979 — 1983
BA, Economics
SRHS
Citizens Bank October 2010 - Present
Citizens Bank October 2010 - Present
Citizens Bank August 2006 - October 2010
Citizens Bank 2006 - 2010
Bank of America November 2005 - August 2006
Citizens Bank March 2003 - November 2005
Fleet Bank January 2002 - January 2003
Fleet Bank June 1987 - December 2002
Global Services January 1995 - January 2002
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Small Business Lending, Portfolio Management, Cash Management, Lines Of Credit, Financial Risk, Financial Analysis, Mortgage Lending
Education
Community College of Rhode Island 1983 — 1984
Charles E. Shea High School 1980 — 1983
Eastern Bank October 1994 - Present
Fleet Bank June 1991 - October 1994
Bank of New England April 1987 - June 1991
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Credit, Retail Banking, Mortgage Lending, Commercial Mortgages, Internet Banking, Underwriting, Risk Management, Cash Management, Credit Risk, Financial Analysis, Financial Services, Consumer Lending, Mergers, Asset Based Lending
Education
Northeastern University 1980 — 1981
MBA/MS, Accounting
College of the Holy Cross 1976 — 1980
BA, Economics
InfoArmor January 2013 - Present
InfoArmor May 2009 - Present
Banc of America Securities April 2004 - April 2009
Fleet Bank July 2001 - April 2004
Skills
Strategic Partnerships, Direct Sales, Employee Benefits, B2B, Sales, Team Building, Human Resources, Salesforce.com, Business Development, Strategy, Leadership, Account Management, Consulting, Insurance, Strategic Planning, Management, Marketing, Customer Service, Sales Management
Education
Dartmouth College 1997 — 2001
BA, Sociology
Ridge High School 1993 — 1997
Distinctive Designs by Nicole OwnerDistinctive Designs by Nicole1998 - 2008
Fleet Bank September 1995 - July 2000
Guest Supply 1994 - 1996
Chemical Bank 1987 - 1993
Education
Cornell University 1982 — 1985
BS, Design & Textile Management
Card Works Acquiring September 2014 - Present
First Data Corporation June 2005 - December 2013
Briarcliffe College March 2001 - December 2011
Fleet Bank September 2002 - December 2004
EAB DEALER FINANCE June 1996 - July 2000
CHASE AUTO FINANCE June 1992 - May 1996
Apple Bank for Savings June 1989 - November 1991
Skills
Forecasting, Training, Management, Marketing, Program Management, Relationship Management, Customer Service, Strategic Planning, Financial Services, New Business Development, Sales, Business Development, Strategic Partnerships, Sales Management, Strategy, Credit Cards, Payments, Account Management, Finance, Leadership, Direct Sales, Credit, Marketing Strategy, B2B, Analysis, Customer Retention, Team Building, Banking, Negotiation, Online Marketing
Education
FRANK G. ZARB, SCHOOL OF BUSINESS, HOFSTRA University 1997 — 2000
MBA, Marketing
Hofstra 1996 — 2000
MBA, Marketing
Concordia College 1986 — 1989
BS, Business Administration
Open Solutions May 2000 - Present
Fleet Bank July 1997 - April 2000
MassMutual 1996 - 1997
Connecticut Mutual Life Insurance Company 1981 - 1996
Connecticut mutual 1981 - 1996
Connecticut Mutual Life Ins. Co. 1981 - 1995
Skills
ASP.NET, Application Development, Middleware, SQL Server, Web Services, Visual Basic, XML, ASP, Web Applications, OOP, Databases, Architecture, Integration, C#, Agile, WCF, .NET, Relational Databases, XSLT, jQuery, CSS, Web Development, HTML, SQL, IIS, SOA, SDLC, LINQ, ADO.NET, T-SQL, VB.NET, JavaScript, ASP.NET MVC, Entity Framework, AJAX, SOAP, VBScript, TDD, MVC, SSIS, Scrum, SQL Server 2000-2008, Software Development, PL/SQL, Stored Procedures, Agile Methodologies, Microsoft SQL Server, Apache, Oracle, Java
Education
Rensselaer Polytechnic Institute 1982 — 1984
M.S., Environmental Engineering
Cornell University 1969 — 1973
B.S., Biology
Cashflownavigator.com 2011 - Present
Rutgers Business School 2013 - Present
SCORE 2012 - Present
Rutgers Business School 2012 - 2012
HSBC 2001 - 2011
Fleet Bank 1999 - 2001
Beneficial Corporation 1987 - 1998
Skills
Direct Marketing, Relationship Management, Analytics, Strategic Planning, Market Research, Marketing, Business Analysis, Marketing Strategy, Competitive Analysis, Banking, Process Improvement, Financial Services, Strategy, Marketing Research, Cross-functional Team..., Leadership, Business Development, Product Marketing, Lead Generation, Product Management, Strategic Partnerships, CRM, Market Planning, Business Strategy, Marketing Management, Integrated Marketing, Customer Acquisition, Start-ups, Email Marketing, Digital Marketing, Online Marketing, Multi-channel Marketing, Marketing Communications, Segmentation, Customer Retention, P&L Management, Database Marketing, Customer Insight, Brand Development, Sales Operations, Relationship Marketing, Business Planning
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing
Hamilton College 1976 — 1980
BA, Economics and Government
Key Bank 2004 - 2006
Fleet Bank 1992 - 2004
Skills
CFA - Chartered...
Education
College of the Holy Cross
BA, Economics and Spanish
New York University - Leonard N. Stern School of Business
MBA, Finance
Intracoastal Bank November 2012 - Present
SunTrust Bank February 2011 - November 2012
SunTrust Bank May 2003 - January 2011
Fleet Bank September 2001 - September 2002
Skills
Cash Management, Consumer Lending, Commercial Lending, Commercial Banking, Team Building, Coaching, Problem Solving, New Business Development, Small Business Lending, Portfolio Management, Credit, Sales, Relationship Management, Loans, Small Business, Banking, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Financial Services, Account Management, Insurance
Education
Daytona State College 2013 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management
Northern Michigan University 1993 — 1995
Business
Citizens Bank November 2013 - Present
Excelsia Investment Advisors January 2013 - November 2013
Moody's Analytics August 2012 - November 2013
Fadil Associates April 2012 - September 2012
SunTrust Bank May 2006 - March 2012
Strategic Point Investment Advisors August 2005 - April 2006
Fleet Bank December 1998 - July 2005
Citizens Bank January 1998 - November 1998
Loan Pricing Corporation July 1996 - January 1997
Rogers Casey December 1995 - July 1996
Skills
Credit Risk, Portfolio Management, Credit, Loans, Analytics, Economic Capital, Management, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Capital Markets, Financial Analysis, Financial Modeling, Retail Banking, Basel II, Financial Risk, Financial Services, Investments, Risk Management, Stress Testing
Education
Dartmouth College 1981 — 1985
B.S., Economics and Earth Science
NYU - Stern School of Business 1993 — 1995
MBA, Finance
Bank of America January 2012 - Present
Bank of America August 2008 - December 2011
Bank of Ameria November 2008 - August 2009
Bank of America April 2004 - November 2008
Fleet Bank February 2002 - March 2004
Fleet Bank June 2000 - January 2002
BankBoston August 1993 - May 2000
Bank of Boston April 1992 - July 1993
Lewtan Technologies February 1991 - March 1992
Bank of New England September 1987 - February 1991
Skills
Mergers, Program Management, Six Sigma, PMO, Integration, Team Leadership, Project Management, Vendor Management, PMP, SDLC, ERP, Mergers & Acquisitions, Management, Project Portfolio..., SharePoint, IT Strategy
Education
Eastern Connecticut State University 1983 — 1987
BS, Mathematics, Computer Science
RE/MAX Leading Edge April 2008 - Present
RE/MAX Leading Edge April 2008 - Present
RE/MAX Heritage April 2008 - October 2012
Coldwell Banker Real Estate 2001 - 2008
Fleet Bank 1995 - 2001
Fleet Boston Financial 1995 - 2001
Bank of Boston 1995 - 2001
Skills
Real Estate Transactions, First Time Home Buyers, Investment Properties, Real Estate Negotiating, Sellers, Real Estate, Buyer Representation, Condos, Listings, Residential Homes, Property, ABR, Sales, Relocation, New Homes, Mortgage Lending, Commercial Real Estate, Negotiation, Buyers
Education
Colorado College 1990 — 1994
Bachelor's Degree, Economics
RED CAPITAL GROUP June 2013 - Present
Greystone & Co. July 2012 - June 2013
Red Capital Group August 2009 - July 2012
RED CAPITAL GROUP 2005 - August 2009
Fleet Bank June 1999 - April 2004
Skills
Debt, Due Diligence, Credit, Real Estate Finance, Real Estate Investment, Structuring, Real Estate Financing, Private Equity, Equities, Valuation, Real Estate Development, Construction Loans, Loans, Finance, Commercial Mortgages, Mezzanine, Real Estate Transactions, Mortgage Lending, Mergers & Acquisitions, Investors, Financial Modeling, Leases, Negotiation, Investment Properties, Credit Analysis, Financial Structuring, Affordable Housing, Real Estate, Refinance, FHA, Real Estate Economics, Commercial Real Estate, Appraisals, Corporate Finance, Brokerage, Capital Markets, LIHTC, Financial Analysis, Structured Finance, Acquisitions, Asset Management, FHA financing, Investments, Portfolio Management, Commercial Lending, HUD, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
Masters, Finance
Ohio University
Bachelor's degree, Finance, General
Bayern LB January 2001 - Present
Bank of America July 2000 - December 2000
Merchants Bank of New York 1999 - 2000
Fleet Bank 1999 - 1999
Congress Talcott Group 1996 - 1999
Sargoy, Stein, Rosen & Shapiro 1994 - 1995
US Navy December 1988 - August 1994
Skills
New Business Development, Strategic Business..., Portfolio Management, Credit Analysis, Collateral Analysis, Credit Limit..., Revenue Forecasting, Cash Flow Projections, Compliance Management, Staff Management, Small Business Lending, Community Banking, Community Lending, Moody's KMV Credit..., Moody's Financial..., Bloomberg, Middle Market Lending
Education
Dowling College 1984 — 1988
BBA, Finance
Bank of America April 2004 - January 2005
Fleet Bank 2000 - 2004
BankBoston 1997 - 2000
BayBanks, Inc. 1985 - 1996
Neworld Bank 1980 - 1985
Skills
Marketing Strategy, Segmentation, Product Management, Direct Mail, Pricing, Management, Product Development, Competitive Analysis, Product Marketing, Market Research, Marketing, Strategy, CRM
Education
University of North Carolina at Chapel Hill 1975 — 1977
mrp, City and Regional Planning
Duke University 1969 — 1973
B.A., Sociology and Public Policy
Duke University
Bachelor’s Degree
Philips Healthcare September 2003 - Present
Bruguru.com January 2005 - Present
Epinions.com March 2000 - March 2014
Cox Communications 1999 - 2001
Fleet Bank 1994 - 1997
Skills
Cross-functional Team..., Six Sigma, Medical Imaging, Capital Equipment, Medical Devices, Process Improvement, Troubleshooting, Management, FDA, Product Development, Electronics, Lean Manufacturing, Software Documentation, ISO 13485, Continuous Improvement, DMAIC, Operations Management, Product Launch, Quality System, DICOM, Product Management, Healthcare, Healthcare Information..., Root Cause Analysis, X-ray, Field Service, Quality Assurance, Digital Imaging, PACS, Radiology, Testing, Hardware Diagnostics, Quality Management, Validation, Biomedical Engineering, Supply Chain, MRP, Operational Excellence, Manufacturing, HL7, Business Process..., Process Engineering, SAP, Program Management, Supply Chain Management, Materials Management, Design Control, Business Process, Ultrasound, MRI
Education
University of Rhode Island 1994 — 1996
Languages
Community College of Rhode Island 1990 — 1994
Associates, Liberal Arts
Bank of America August 2010 - Present
U.S. Trust, Bank of America Private Wealth Management January 2004 - June 2009
Fleet Bank 2000 - 2003
Fleet Bank 1997 - 1999
Skills
Strategic Planning, Sales Management, Marketing Strategy
Education
Kellogg Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
Denison University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Clover School District August 2009 - Present
PetTransporter Worldwide Inc. 2004 - 2008
Fleet Bank 1991 - 1994
Manufacturers Hanover Trust January 1991 - November 1991
Marine Midland Bank September 1989 - January 1991
Marine Midland Bank September 1988 - September 1989
Education
Concordia University-Wisconsin
Masters, Business Administration
LIU Post 1986 — 1988
Bachelor of Science, Business Administration/Finance
Suffolk County Community College 1983 — 1986
Associates, Business Administration
ITS, Inc. / Flyte Systems April 2014 - Present
Partners HealthCare May 2013 - April 2014
Dana-Farber Cancer Institute November 2010 - May 2013
Infosys January 2007 - February 2009
Infosys July 2007 - January 2008
Techfusion Inc April 2005 - September 2006
Xoxide Inc March 2004 - September 2004
Harvard University October 2001 - June 2003
Fleet Bank July 2001 - September 2001
Abt Associates, Inc February 2001 - June 2001
Skills
HTML, Microsoft Office, Windows, Data Analysis, Networking, Project Management, SQL, Java, Access, Microsoft Excel, Research, Databases
Education
Drexel University 2002 — 2007
Bachelor's Degree, Management Information Systems
ING-US January 2004 - July 2012
CitiStreet January 2000 - January 2004
Putnam Investments January 1999 - January 2000
Putnam Investments January 1996 - January 2000
Shawmut Bank January 1994 - January 1996
Fleet Bank January 1991 - January 1994
Skills
Six Sigma, Project Management, SDLC, Defined Benefit, Business Requirements, Business Analysis, Management, Financial Services, Leadership
Education
Eastern Nazarene College
MSM; Master of Science, Management
Eastern Nazarene College
BSBA, Business Administration
Quincy College
AS, Liberal Arts
Bank of America March 2003 - March 2013
Fleet Bank 1998 - 2003
FleetBoston Financial 1993 - 1998
Skills
Banking, Risk Management, Process Improvement, Operations Management, Six Sigma, Business Process..., Cross-functional Team..., Team Building, Management, Vendor Management, Analysis, Budgets, Business Analysis, Leadership, Performance Management, New Business Development, Training, Project Management, Financial Analysis, Project Planning, Program Management, Team Leadership, Mergers & Acquisitions, Forecasting, Credit, Executive Management
Education
Eastern Connecticut State University 1990 — 1995
Associates, Business
Eastern Bank May 2001 - November 2012
Fleet Bank May 1993 - May 2000
Fidelity Investments December 1985 - May 1991
Skills
Retirement Planning, Financial Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investments
Education
Northeastern University 1982 — 1984
BS, Summa Cum Laude, Business, Computer Science
Daniel Webster College 1970 — 1972
AS, Aviation Admin (ATC)
Oneida High School 1967 — 1970
New York State Regents, College Prep
Travelocity August 2012 - January 2014
Homeowners Resource Center May 2011 - November 2011
BabyAge.com 2007 - 2008
Fleet Bank 1994 - 1999
NatWest 1994 - 1996
Skills
Analysis, Budgeting, Data Analysis, Forecasting, SQL, Statistics, Analytics, Financial Reporting, Financial Analysis, Databases, Call Center, Strategic Planning, QlikView, Oracle SQL, Teradata, Business Intelligence, Data Mining
Education
Cornell University 1988 — 1991
M.Eng., Operations Research
Cornell University - Johnson Graduate School of Management 1988 — 1991
MBA, Behavioral Science
University of Utah 1974 — 1977
BS, Finance
Wells Fargo June 2012 - Present
Royal Bank of Scotland February 2009 - June 2012
RBS plc 2005 - June 2012
RBS Markets and Int'l Banking 2005 - June 2012
RBS Securities May 2004 - March 2005
FleetBoston Financial Group 1999 - 2005
Fleet Bank June 1995 - April 2004
Skills
Financial Institutions, Banking, Risk Management, Asset Managment, Finance, Economics, Fixed Income, Capital Markets, Credit Risk, Credit Analysis, Financial Modeling, Commercial Lending, Financial Risk, Portfolio Management, Investment Banking, Financial Structuring, Derivatives, Asset Management, Structured Finance, Credit, Structured Products
Education
UConn - MBA 1981 — 1983
Master of Business Administration (MBA), Finance, General
Dartmouth College 1975 — 1979
BA, Economics, Environmental Studies
Clay Art Center May 2008 - May 2013
Young Mariners Foundation June 2010 - November 2012
March of Dimes August 2000 - June 2009
Fleet Bank 1989 - 2000
Citibank 1977 - 1989
Skills
Board Development, Program Development, Prospect Research, Strategic Planning, Community Outreach, Planned Giving, Marketing Communications, Campaigns, Resource Development, Capital Campaigns, Editing, Research, Cause Marketing, Volunteer Recruiting, Alumni Relations
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance and Marketing
Connecticut College 1964 — 1968
B.A., American History
Western Rivers Conservancy July 2014 - Present
Ecosystem Investment Partners June 2012 - June 2014
Western Rivers Conservancy February 2008 - June 2012
The Nature Conservancy 1996 - 2008
First Union National Bank December 1993 - July 1996
Fleet Bank August 1986 - October 1993
Skills
Fundraising, Wetlands, Real Estate Transactions, Strategic Financial..., Endangered Species, Non-profits, Philanthropy, Nonprofits, Real Estate, Sustainability, Acquisitions, Land Use, Forestry, Natural Resources, Private Equity, Environmental Policy
Education
East Carolina University 1982 — 1984
Master of Business Administration (MBA), Business (Finance)
Wake Forest University 1978 — 1982
Bachelor of Arts (B.A.), Biology, General
HSBC BANK USA July 2007 - July 2009
Fleet Bank 1997 - 2003
Bank of Boston 1982 - 1997
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Marketing and Finance
Duke University 1973 — 1977
BA, English
Wells Fargo Bank 2010 - Present
KPMG October 2009 - July 2010
Sovereign Bank June 2004 - September 2009
Fleet Bank 1993 - 2003
Bank of New York/Irving Trust Company August 1981 - September 1993
The Bank of New York 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1969 — 1971
MBA, Finance
Duke University 1965 — 1969
BA, Economics
Northrop Grumman June 2012 - Present
MISI Company/Dell Systems/Blue Cross Blue Shield May 2011 - March 2012
Adecco/MetLife November 2010 - February 2011
Frontier Systems Consulting Inc October 2008 - December 2008
Fidelity National Information Services/Citizens Bank October 2004 - March 2008
Frontier Systems Consulting Inc July 2004 - October 2004
OneBeacon Insurance April 2001 - October 2003
The Computer Merchant, Ltd November 2000 - January 2001
Fleet Bank June 1997 - April 2000
Citizens Bank/Alltel Corporation September 1993 - June 1997
Skills
Visio, Testing, COBOL, Access, Requirements Analysis, SDLC, Unix, Visual Basic, System Testing, JCL
Education
Community College of Rhode Island 2008 — 2012
Computer Programming
New England Institute of Technology 1986 — 1989
Computer Programming Technology
Bryant University
Business Analyst Boot Camp
JPMorgan Chase & Co. May 2013 - Present
JPMorgan Chase August 2011 - May 2013
JPMorgan Chase November 2007 - July 2011
JPMorgan Chase July 1999 - November 2007
Fleet Bank June 1998 - June 1999
Advanta November 1996 - June 1998
First USA January 1994 - November 1996
Skills
Marketing, Marketing Strategy, Management, Strategy, Analytics, Internal Controls, Banking, Portfolio Management, Segmentation, Finance, Financial Services
Education
University of Pennsylvania 1995 — 1997
MS, Systems Engineering / Operations Research
Cornell University 1989 — 1993
BS, Operations Research / Industrial Engineering
DocuTech October 2010 - Present
First Housing Management, Inc October 2008 - November 2010
Hoshino USA January 2007 - October 2008
McCabe, Weisberg, and Conway January 2007 - July 2007
Family Service June 2006 - January 2007
Edge, Inc October 2002 - June 2006
Fleet Bank July 2002 - October 2002
Precision Molders Inc April 1998 - July 2002
Skills
Active Directory, Disaster Recovery, Network Administration, Security, Network Security, Firewalls, SharePoint, Servers, Technical Support, Troubleshooting
Education
CLC Business School
Community College of Philadelphia
Associate
DPT Business School
ECPI College of Technology Virginia
Bachelor
Holy Family University
in
SkillSoft learning
Jones New York, Canada May 2015 - Present
self employed June 2011 - January 2015
Future Electronics 2009 - 2010
Fleet Bank 1997 - 1998
Royal Bank 1983 - 1995
Bank of Montreal 1972 - 1983
Lumiart Ltd.Lighting Co. , Montreal, Canada 1971 - 1972
Skills
Negotiation, Sales Operations, Sales Process
Education
Concordia University 1985 — 1987
Institute of Canadian bankers courses - business administration, psychology, accounting
St. Pius X High School 1968 — 1971
High school leaving certificate, Business/Commerce, General, 11
Wells Fargo Bank January 2009 - Present
Wachovia Bank January 2003 - December 2008
Fleet Bank 1989 - 2003
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Banking, Credit, Loans, Small Business Lending, Cash Management, Underwriting
Education
DePaul University 1984 — 1987
MBA, Finance
Wittenberg University 1979 — 1982
BA, Economics, Political Science
Harvard Business School
Normandeau Associates, Inc. June 2012 - Present
Expert Server Group September 1995 - May 2012
Fleet Bank April 1985 - March 1995
Skills
Disaster Recovery, VMware, Storage, Active Directory, Cloud Computing, Windows Server, Windows, Computer Hardware, Troubleshooting, Networking
Education
Daniel Webster College 1993 — 2000
Bachelor's degree, Computer Information Systems
NAVSEA September 2007 - Present
NAVSEA May 2002 - October 2006
Kuseian and Kuseian Inc. August 1990 - May 2002
Dining Depot 1998 - 2000
Fleet Bank 1987 - 1990
Skills
Systems Engineering, DoD, Engineering, Earned Value Management, Engineering Management, Navy, Security Clearance, Program Management, Finite Element Analysis, Configuration Management, Command, Military, Organizational..., National Security, Government Contracting, Aerospace, Shipbuilding, Information Assurance, Government, Software Engineering, Electrical Engineering, Integration, Cross-functional Team..., Simulations, Electronics, Defense, Requirements Management, Nuclear, System Design, Proposal Writing, Leadership, Process Improvement
Education
Drexel University 1979 — 1984
Bachelor of Science (BS), Chemical Engineering
Goodwin Capital Advisers April 1997 - Present
BankBoston 1993 - 1997
Fleet Bank 1992 - 1993
Skills
Alternative Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Investment Strategies, Fixed Income, Bloomberg, Equities, Investment Management, Asset Management, Mutual Funds, Capital Markets
Education
Dartmouth College 1989 — 1992
B.A., Economics
XRA Medical Imaging June 2003 - Present
Murdock Webbing 2001 - 2003
Fleet Bank 1999 - 2001
Skills
FMLA, Benefits Administration, Employee Relations, Leave of Absence, Compensation & Benefit, Employee Handbooks, EEOC, Healthcare, ADP HRB, Onboarding, Union Avoidance, SPHR, Open Enrollment, Affirmative Action, Human Resources, Employee Benefits, Talent Acquisition, EEO, HRIS, New Hire Orientations, Employee Recognition, Performance Management, FLSA, Employee Engagement
Education
University of Rhode Island
Bachelor's Degree, Communications & Human Development and Family Studies
Community College of Rhode Island
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
FIRST COVENANT BANK October 2007 - March 2008
Evans Technology, Inc. February 2005 - May 2005
Fleet Bank January 2003 - July 2003
Fleet Bank January 2001 - January 2003
USPS January 1993 - January 2003
Skills
Cross Selling, Branch Banking, Retail Banking, Outlook, Microsoft Excel, Access, Copying, Microsoft Office, Credit Cards, Data Entry, Mortgage Lending, Refinance, Fax, Deposits, Payments, Loans
Education
Community College of Philadelphia 2001 — 2001
NONE, COMPUTER INFORMATION SYSTEM APPLICATION
MANOR JUNIOR COLLEGE 1986 — 1987
NONE, LIBERAL ARTS
Bank of America Supplier ManagerSupplier ManagerBank of AmericaJanuary 1976 - June 2005
Fleet Bank February 1980 - September 1990
Skills
Purchasing, Microsoft Office, Microsoft Excel, Windows 7, Customer Service, Team Building, Purchasing Processes, Supply Management, Supplier Negotiation
Education
Eastern Connecticut State University 1961 — 1996
First National Bank of Chester County September 2005 - June 2010
First National Bank of Chester County November 2002 - August 2005
National Penn Bank May 2000 - November 2002
WSFS Bank June 1992 - May 2000
Fleet Bank July 1990 - June 1992
Education
Goldey-Beacom College 1982 — 1984
BS, Business Administration
East Carolina University 1980 — 1982
Business Administration
Credit Agricole CIB June 2006 - Present
Fleet Bank July 1998 - June 2004
Fleet Bank July 1998 - June 2004
Skills
Portfolio Management, Finance, Credit Analysis, Mergers & Acquisitions, Investments, Credit, Loans, Commercial Banking
Education
Columbia University in the City of New York 1996 — 1998
Master's degree, Urban Studies/Affairs
Cornell University 1993 — 1996
Bachelor's degree, Urban Studies/Affairs
Insperity Retirement Services 2004 - Present
Administaff July 2004 - Present
Fleet Bank 2000 - 2005
Skills
Employee Benefits, 401k, Financial Services, Benefits Administration, Retirement, Change Management, Project Management, Coaching, Strategic Planning, Relationship Management, Business Strategy, Sales Management, Public Speaking, New Business Development, Microsoft Excel, Retirement Planning, Recruiting, Human Resources, Performance Management, Employee Relations, Leadership Development, Organizational..., Deferred Compensation, Onboarding, Employee Engagement, Talent Management, HRIS, Personnel Management, Leadership, Employee Training, Consulting
Education
Eastern Nazarene College 1979 — 1983
Bachelor's degree, Social Work
Club Z July 2011 - Present
Prince William County Schools August 2004 - January 2010
Prince William County August 2004 - January 2010
2008-2009 Sylvan Learning Center August 2004 - January 2010
Fleet Bank January 2001 - January 2004
Goddard School January 1998 - January 2001
Skills
Teaching, Staff Development, Public Speaking, Writing, Research
Education
East Stroudsburg University of Pennsylvania 2000 — 2002
Bachelors, Elementary Education
East Stroudsburg Univ
B.A, Elementary Education
Bank of America Vice President, Senior Technology Project ManagerBank of AmericaJanuary 2008 - November 2011
Bank of America May 2004 - December 2007
Fleet Bank October 1999 - May 2004
Fleet Bank September 1988 - September 1999
Skills
Siebel 6.0, 7.0 Release..., Project Management..., Banking, Training, Business Analysis, Business Process, CRM, Change Management, Integration, PMO, PMP, Project Management, Risk Management, Siebel, Six Sigma, Software Lifecycle, Strategy, Vendor Management
Education
College of the Holy Cross
Bachelor of Arts, Mathematics
Jewish Community Centre of Sharon July 2004 - Present
Fleet Bank January 1991 - May 1994
Boston, MA June 1989 - January 1991
Skills
Travel Planning, Office Administration, Office Management, Event Planning, Travel Arrangements, Event Management, Confidentiality, Outlook, Calendars, Meeting Planning, Customer Service, Diary Management, Human Resources
Education
Dean College 1987 — 1989
Associate in Science, Tourism and Travel Services Management
Norton High 1981 — 1985
KPMG US January 1994 - January 2005
Fleet Bank January 1992 - January 1994
Bank of New England January 1991 - January 1992
First National Bank of Boston January 1990 - January 1991
Rhode Island Hospital Trust Natl Bank January 1978 - January 1990
Skills
Tax Preparation, Fiduciary Services, Bank Reconciliation, Payroll, Procedural Analysis, Mergers & Acquistions, IRS problem resolution, Highly Organized, Communicative and..., Team-oriented, Multi Tasking, Analytical - Problem..., Supervisory Experience, Train Staff, Microsoft Proficient, Self-motivated..., Deadline Oriented, Communication, Problem Solving, Income Tax, Microsoft Excel, Mergers, Tax Accounting, Social Skills, Tax
Education
Community College of Rhode Island
1040 Income Taxation
New York Bankers Association Tax School
Tax Law/Taxation
US Army Intelligence School
Radar Communications and Systems Technology, PFC
FineStationery.com October 2004 - Present
INGDirect July 2000 - February 2003
Applied Card Services April 1997 - April 2000
Fleet Bank April 1995 - January 1997
Wachovia March 1989 - April 1995
Transunion April 1983 - March 1989
Algy's Fishing and Hunting Supply July 1976 - May 1982
Skills
Production Management,..., Financial Analysis, Problem Solving, Project Management, Fraud Detection, Organizational..., Product Design, Employee Training, Employee Management, Procedure Development, Procedure Manuals, Credit Risk, Credit, Quality Assurance, Microsoft Office, Microsoft Excel, Microsoft Word, Mac, Google Docs, Gmail, Outlook, Machinery, Digital Printing
Education
Delaware Technical and Community College-Stanton-Wilmington
Certificate, Travel Agent Services
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
RBS Citizens August 2014 - Present
RBS Citizens July 2004 - August 2014
Fleet Bank November 2001 - June 2004
Standard Chartered Bank August 1996 - December 1999
Skills
Risk Management, Credit Cards, Credit Risk, Credit
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
Industrial and Commercial Bank of China July 2012 - Present
The Bank of East Asia (U.S.A.) N.A. September 2001 - 2012
Fleet Bank 1997 - 2001
National Westminster Bank June 1991 - 1997
Golden City Commercial Bank 1986 - 1991
HSBC May 1985 - 1986
Golden Pacific National Bank January 1980 - 1985
Education
Concordia University 1973 — 1979
Bachelor’s Degree, BA in Psychology and BA in Economics, B