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
Citizens Bank April 2015 - Present
Bank of America April 2011 - April 2015
Bank of America Merchant Services October 2009 - April 2011
Bank of America January 2006 - October 2009
Fleet Bank 2001 - 2005
Skills
•25+ years management..., •Project Management, •Facilities Management, •Retail Banking..., •Strong sales skills, Customer Service, Commercial Banking, Portfolio Management, Banking, Investments, Management, Financial Services, Credit, Executive Management, Loans, Relationship Management
Education
Fisher College
Business Administration and Management, General
University of Massachusetts Boston
BS, Business Administration and Management, General
Culinary Kids - inspire healthy eaters. 2014 - Present
Emily Seward, RDN, LDN www.emilyseward.com January 2013 - Present
ABCD Head Start & Children's Services August 2003 - December 2012
Fleet Bank 1998 - 2000
Sweet Creations Dessert Catering January 1993 - January 1997
Skills
Nutrition, Counseling, Health, Food, Nutrition Education, Lifestyle, Public Speaking, Coaching, Wellness, PowerPoint, Word, Microsoft Word, Teaching, Nutritional Counseling, Fitness, Diabetes, Health Promotion, Wellness Coaching
Education
Framingham State University 2000 — 2003
Bachelor of Science Degree, Food & Nutrition
North Shore Community College
Associates Degree, Business Management
Nova Southeastern University December 2012 - Present
Wisdom Tutoring March 2012 - Present
Camp Ocean Harbour Discoveries July 2011 - July 2013
Kaplan University May 2009 - March 2012
Kaplan University September 2008 - May 2009
Bank of America August 2004 - May 2008
Fleet Bank June 2002 - August 2004
National Westminster Bank May 1989 - June 2002
Skills
Banking, Relationship Management, Staff Development, Coaching, Instructional Design, Career Development, Building Relationships, Leadership, Leadership Development, Customer Retention, Customer Service, Call Center, Training, E-Learning, Teaching, Tutoring, Curriculum Design, Interviews, Accounting, Team Building, Call Centers, Management, Finance
Education
Nova Southeastern University 2013 — 2015
Masters, Accounting
Kaplan University 2010 — 2011
Bachelor of Science, Accounting; Public Accountancy
Fordham University 1988 — 1992
Bachelors in Science, Math/Economics, 3.3
Washington Federal March 2011 - May 2014
Private Entrepreneur April 2003 - December 2006
Fleet Bank November 2001 - March 2003
PennySaver USA June 2000 - July 2001
Various Restaurants March 1992 - July 1997
Skills
Christian Ministry, Christian Leadership, Administrative..., Office Administration, Organization, Theology, Christianity, Music Ministry, Addiction Recovery, Faith, Prayer, Ministry Leadership, Loan Origination, Consumer Lending, Credit, Banking, Mortgage Lending, Credit Analysis, Loans, Microsoft Office, Refinance, Financial Analysis, Mortgage Underwriting, English grammar, Spelling, English language skills, Administrative Work
Education
Grand Canyon University 2014 — 2017
Christian Studies
Lee College
Music Performance, General
PNC Bank,N.A. September 2012 - Present
Citizens Bank April 2010 - October 2012
Bank of America July 2004 - March 2009
Bank of America October 2001 - July 2004
Fleet Bank September 1999 - October 2001
NatWest January 1992 - January 1994
Skills
Banking, Leadership, Management, Coaching, Retail Banking, CRM
Education
Rutgers University – Camden 2009 — 2009
Human Resources
Farmingdale State College 1973 — 1975
A.A.S., Business Administration
Federal Home Loan Bank of Boston 2014 - Present
RBS Citizens Bank 2006 - 2014
Bank of America 2005 - 2006
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
BankBoston 1994 - 1996
BankBoston 1988 - 1994
BankBoston 1986 - 1988
BankBoston 1985 - 1986
Skills
Banking, Operations Management, Financial Accounting, Operational Risk..., Certified Treasury..., Foreign Exchange, Treasury, Loans, Business Analysis, Risk Management, Financial Services, Financial Analysis, Financial Risk, Retail Banking, Process Improvement, Commercial Banking, Operational Risk, Portfolio Management
Education
University of Massachusetts Boston
Master of Science (M.S.), Accounting
Framingham State College
Bachelor of Arts, Economics
Bristol County Savings Bank March 2014 - Present
Bristol County Savings Bank April 2013 - Present
Sovereign Bank/Santander August 1977 - March 2013
Sovereign Bank January 2005 - January 2008
Sovereign Bank July 2000 - January 2005
Fleet Bank December 1995 - July 2000
Shawmut Bank April 1995 - December 1995
Shawmut Bank May 1990 - April 1995
Shawmut Bank June 1988 - May 1990
Shawmut Bank of Southeastern MA January 1985 - June 1988
Skills
Sales Management, Business Development, Profit Center Management, Commercial Loan..., Salesforce Training, Operations Management, Compliance, Security Management, Expense Management, Team Management, Consumer Loan..., Customer Service, Customer Retention, Annual Reviews, Sales Campaigns, Sales & Marketing..., Underwriting, Sales, Retail Banking, Small Business Lending, Credit, Commercial Banking, Banking, Finance, Branch Banking
Education
Fisher College 1981 — 1984
Associate's degree, Business Administration and Management, General
East Boston Savings Bank December 2012 - Present
Belmont Savings Bank March 2011 - December 2012
Citizens Bank September 2004 - March 2011
Fleet Bank July 2001 - September 2004
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Finance, Commercial Banking, Credit, Business Development, Portfolio Management, Mortgage Lending, Commercial Real Estate, Loan Origination, Bonds, Commercial Mortgages, Cash Management, Financial Analysis, Management
Education
Stonehill College 1997 — 2001
Bachelor of Science (B.S.), Finance
Endicott College 2008 — 2010
Master of Business Administration (M.B.A.)
Ridgefield High School 1993 — 1997
PepsiCo November 2014 - Present
PepsiCo September 2010 - Present
Pepsico 2010 - Present
Ridgfield Public Schools August 2002 - September 2010
Fleet Bank September 1994 - July 1995
DG Bank New York Branch August 1992 - August 1994
ABN/Amro Bank August 1988 - August 1990
Bank Leu LTC August 1985 - August 1988
Education
Fordham University 1978 — 1982
Bachelor of Arts (BA), History
BPAS December 2014 - Present
MetLife (Manpower Group) April 2014 - December 2014
Upstate Cerebral Palsy February 2013 - May 2013
Bank of America April 2004 - May 2012
Fleet Bank September 2000 - April 2004
Skills
Customer Service, Process Improvement, Business Decision Making, Training, Business Process..., Staff Development, Strategic Planning, QuickBooks, Quicken, Microsoft Excel, Microsoft Word, PowerPoint, Access, Help Desk Experience, Data Entry, Bookkeeping, Telephone Skills, Problem Solving, Troubleshooting, Leadership, Banking, Customer Satisfaction, Finance, Call Centers, Tracking Budget Expenses, 401k, 403 b, IRAs, Microsoft Office
Education
Mohawk Valley Community College-Utica Branch 2012 — 2014
Associate of Applied Science (AAS), Business Management, GPA 2.90
Excelsior College 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business, Minor Accounting
The Common Man Family May 2015 - Present
The Common Man Family September 2012 - May 2015
The Common Man Family June 2011 - September 2012
The Common Man Family April 2009 - June 2011
Service Credit Union June 2008 - February 2009
Granite State Credit Union February 2008 - June 2008
Service Credit Union April 2004 - August 2007
Fleet Bank September 2002 - October 2003
Skills
Hospitality, Customer Service, Customer Satisfaction, Hospitality Industry, Hospitality Management, Hotel Management, Microsoft Office, Hotels, PowerPoint, Front Office, Purchasing, Sales, Revenue Analysis, Inventory Management, Recruiting, Microsoft Excel, Hiring, POS, Performance Management, Rooms Division, Banking, Reservation, Cashiering, Data Entry, Outlook, Team Building, Management, Training, Budgets
Education
Granite State College 2012 — 2016
Currently Enrolled, Business Administration, Management and Operations
Lebanon High School 2000 — 2002
Diploma, General Studies
Wells Fargo May 2010 - Present
Wachovia February 2006 - May 2010
Fleet Bank 1999 - 2003
Summit Bank 1992 - 1998
Education
Fairleigh Dickinson University 1986 — 1990
MBA, Business
Kean University 1981 — 1985
bs, finance/ economics
St Peters Prep 1977 — 1981
Allstate September 2009 - Present
Fleet Bank 1998 - 2001
Fleet Bank June 1988 - January 1998
Skills
Leadership, Casualty, Life Insurance, Term Life Insurance, Series 6, Insurance, Renters, Real Estate, Risk Management, Fixed Annuities, Property & Casualty..., Disability Insurance, Commercial Insurance, Underwriting, Investments, Umbrella Insurance, Liability, Strategic Financial..., Retirement, Securities, Sales, Insurance Consulting, Claim, Series 63, IRAs, General Insurance, Retirement Planning, Legal Liability, Long-term Care, Credit, Automobile, Casualty Insurance, Financial Planning
Education
New Jersey City University 2003 — 2006
Master's Degree, Elementary Education and Teaching
Fordham Gabelli School of Business 1993 — 1996
MBA, Finance
Bank of America January 2005 - Present
Fleet Bank 1993 - December 2004
Fleet Bank 1991 - 1993
Skills
Instructional Design, Training Facilitation, Instructional Manuals, Instructional Skills, Training, Classroom Delivery, Virtual Training, Training Needs Analysis, Content Development, Writing, Technical Writing, Customer Service..., Product Training, ADDIE, Performance Management, Instructor-led Training
Education
Excelsior College
Bachelor of Science (B.S.), General Business
MIT 1985 — 1986
Partners HealthCare November 2014 - Present
YMCA of Greater Boston (Dorchester Branch) 2015 - 2015
YMCA of Greater Boston (Dorchester Branch) 2015 - 2015
Partners Healthcare September 2009 - October 2014
Privately Held Company - (TRGI) October 2001 - December 2008
Fleet Bank October 2000 - October 2001
STATE STREET BANK, Corporate Trust April 1996 - October 2000
Skills
Strategic Planning, Non-profits, Leadership, Process Improvement, Financial Audits, Change Management, Leadership Development, Organizational..., Team Building, Mergers, Healthcare, Entrepreneurship, Accounting, Strategy, Start-ups, Mergers & Acquisitions, Financial Reporting, Nonprofits, Consulting, Cross-functional Team..., Management, Finance, CRM, Operations Management, Human Resources, Analysis
Education
MIT Sloan School of Management
MBA
Emmanuel College
Bachelor's Degree
Total Mortgage Services, LLC June 2013 - Present
Clayton Holdings July 2012 - June 2013
Clayton Holdings July 2011 - July 2012
H&R Block December 2008 - April 2009
Clayton Holdings June 2005 - August 2007
Clayton Holdings January 2003 - June 2005
Prudential Relocation February 1997 - December 2001
The Associates June 1996 - February 1997
The Associates March 1996 - June 1996
Fleet Bank August 1995 - March 1996
Skills
Loss Mitigation, Mortgage Lending, Mortgage Servicing, Loans, Loan Servicing, Mortgage Banking, Valuation, Mortgage Underwriting, Credit, Credit Analysis, Credit Risk, Due Diligence, FHA, First Time Home Buyers, Foreclosures, Loan Origination, REO, Real Estate, Residential Mortgages
Education
Sacred Heart University 1993 — 1995
Finance
Fairfield University 1992 — 1993
Finance
People's United Bank May 2014 - Present
Rockland Trust Company May 2010 - May 2014
Sovereign Bank November 1992 - May 2010
Sovereign Bank November 1992 - May 2010
Fleet Bank 1992 - 2000
BayBank 1987 - 1992
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Banking, Middle Market, Lines Of Credit, Credit, Asset Based Lending, Commercial Mortgages, Portfolio Management, Mortgage Lending, Loan Origination, Cash Flow Lending, Construction Loans, Consumer Lending, Underwriting, Credit Risk
Education
Framingham State University
Wolf & Company, P.C. January 2005 - Present
Fleet Bank July 2002 - December 2004
Skills
Compliance, Risk Assessment, Compliance Audits, Compliance Training, Quality Auditing, Bank Secrecy Act, Banking, AML, Training, Internal Audit, Retail Banking, Financial Services, Risk Management, Auditing, Financial Reporting, Operational Risk, IT Audit, Financial Risk, Internal Controls, Credit, Due Diligence, Enterprise Risk..., Accounting, Operational Risk..., Financial Institutions, Privacy Law, CISA, KYC, Fraud, Sarbanes-Oxley Act, OFAC, Business Continuity, Financial Regulation, GLBA, Data Privacy, Banking Law, USA PATRIOT Act, Management
Education
Framingham State University 2000 — 2004
Bachelor’s Degree, Mathematics
Financial Services Company 2012 - Present
Sigma PE Partners April 2011 - 2012
US Trust, Bank of America 1997 - 2011
Fleet Bank 1995 - 1997
Fleet Bank 1992 - 1995
citytrust December 1985 - January 1992
Skills
Wealth Management, Private Banking, Estate Planning, Asset Allocation, Alternative Investments, Credit, Loans, Banking, Commercial Banking, Financial Planning, Finance, Investments, Series 7, Credit Analysis, Investment Advisory, Mutual Funds
Education
Gettysburg College
Bachelor of Arts, Business Administration
University of New Haven
MBA, Finance
J.P. Morgan June 2005 - Present
JPMorgan Chase 2005 - Present
Fleet Bank May 2001 - June 2005
Credit Suisse First Boston June 1985 - March 2001
Skills
Equities, Fixed Income, Investments, Management, Private Banking, Investment Management, Asset Management, Credit, High Net Worth..., Estate Planning
Education
Hamilton College 1975 — 1979
B.A., History
Pentagroup Financial, LLC June 2007 - Present
Account Solutions Group November 2004 - October 2005
Bank of America July 1990 - October 2004
Fleet Bank 1991 - 2004
Education
Erie Community College 1988 — 1990
AAS, Business Admnistration
Orchard Park High School 1984 — 1987
Virtusa August 2004 - Present
netNumina January 2000 - June 2004
State Street May 1994 - January 2000
State Street Bank 1994 - 2000
Fleet Bank June 1987 - April 1994
Skills
Account Management, Banking, Financial Services, Team Management, Program Management, Strategy, Go-to-market Strategy, Partner Management, Agile Methodologies, Management, SDLC, Sales, IT Strategy, Business Analysis, Vendor Management
Education
Hamilton College 1983 — 1987
BA, Political Science
Hamilton College 1983 — 1987
Bachelor of Arts, Political Science
Cardinal Spellman
UniBank for Savings 2012 - Present
TD Bank January 2010 - October 2012
TD Bank February 2001 - February 2010
MetroWest Bank December 1999 - February 2001
MetroWest Bank February 1997 - February 1999
Fleet Bank June 1995 - February 1997
Shawmut Bank October 1993 - November 1995
Shawmut Bank October 1991 - October 1993
Skills
Project Management, Mergers, Business Process Mapping, Auditing, Technical Writing, Banking, Retail Banking, Loans, Risk Management, Portfolio Management, Mortgage Lending, Commercial Banking, Financial Analysis, Team Building, Process Improvement, Consumer Lending, Financial Risk, Coaching, Leadership, Operational Risk, Internet Banking, Operational Risk..., Six Sigma, ACH, Customer Experience, Payments, Commercial Lending, Credit, Cash Management, Small Business Lending, Mergers & Acquisitions
Education
University of Phoenix 2006 — 2007
Professional Certificate, Project Management
Western International University 2004 — 2006
AAB, Business Administration
Franklin & Marshall College 1990 — 1991
Economics
Holliston High School 1986 — 1990
Flagship Bank and Trust Company 1996 - 1998
State Street Global Advisors 1993 - 1996
Fleet Bank 1992 - 1994
Bank of New England 1988 - 1993
Education
Gordon College 1984 — 1988
BA Business Administration, Business and Music
Progress Health Coaching November 2010 - Present
CVS Caremark February 2005 - May 2012
CVS Caremark 2005 - May 2012
CVS Caremark 2005 - May 2012
Fleet Bank February 2000 - January 2005
BankBoston 1989 - 2000
Skills
Health Promotion, Health Promotion and...
Education
Framingham State University 1983 — 1988
MA, Health Care Administration
Emmanuel College 1972 — 1980
BS, Psychology
Create a Cook January 2005 - Present
Cambridge School of Culinary Arts 2004 - 2006
Fleet Bank 1994 - 2005
Skills
Cooking, Culinary, Entrepreneur, Culinary Skills, Event Planning, Event Management, Restaurants
Education
Cambridge School of Culinary Arts 2005 — 2007
PCP, Culinary Arts
Endicott College 1982 — 1984
Communications
Beaver Country Day School 1980 — 1982
PKS Financial Services, Inc. 2012 - Present
PKS Financial Services, Inc. 2011 - 2012
Ten Eyck Group 2009 - 2011
John Hancock Life Insurance Company (U.S.A.) 2006 - 2009
Bank of America 2000 - 2005
Fleet Bank 2000 - 2004
First Albany Corporation 1996 - 2000
Skills
Series 7, Insurance, Investments, Financial Services, Securities, Finance, Variable Annuities, Management, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Sales, Retirement, Life Insurance, Wealth Management
Education
Florida Institute of Technology
MBA
UAlbany
BA
Citizens Financial Group January 2011 - Present
Bank of America January 2005 - January 2011
Fleet Bank August 2004 - January 2005
Skills
Internal Communications, Strategic Communications, Employee Engagement, Program Management, Crisis Communications, Marketing Communications, Communications Planning, Strategic Planning, Management Consulting, Marketing, Strategy, Business Strategy, Leadership, Public Relations
Education
Fairfield University 2000 — 2004
BS, Organizational Communications
East Greenwich High School 1996 — 2000
NCR Corporation April 2015 - Present
IBM April 2013 - April 2015
IBM 2006 - March 2013
IBM 1996 - 2006
Fleet Bank 1995 - 1996
Stratix (formerly Bar Code Systems) 1993 - 1995
Skills
Business Development, Sales Enablement, Global Alliance..., Marketing Communications, Channel, Leadership, New Business Development, Account Management, Program Management, Project Management, Solution Selling, Sales Management, Cloud Computing, Change Management, Strategic Planning, Enterprise Software, Team Leadership, Business Strategy, Channel Sales, Channel Partners, Strategic Partnerships, Business Intelligence, Product Development, Strategy, Marketing, Sales, Marketing Management, Management, International Sales, Business Alliances, CRM, Managed Services, ISV, Direct Marketing, Partner Management, Demand Generation, Lead Generation, Sales Process, Product Marketing, Software Industry, Product Management, Pre-sales, Direct Sales, Salesforce.com, Professional Services, Multi-channel Marketing, Go-to-market Strategy, SaaS, Data Center, Analytics
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Business Administration, Marketing
Oglethorpe University 1989 — 1993
BBA, Business, Marketing
Portland's Choice Realty July 2013 - Present
Maine Bank & Trust 1995 - 2008
Fleet Bank 1991 - 1995
Skills
Real Estate Transactions, Real Estate Financing, Investment Properties, Real Estate, Sellers, Loans, Finance, Real Property, Selling, Banking, Sales, FHA, HUD, Listings, Vacation Homes
Education
Endicott College
Fairfield University November 1997 - Present
Fleet Bank June 1994 - May 1997
Skills
Higher Education, Event Management, Community Outreach, Customer Service, Student Affairs, Fundraising, Event Planning, Editing, Leadership, Program Development, Social Media, Volunteer Management
Education
Fairfield University
AS
blogtalkradio.com/thecharmaineshow September 2009 - Present
Georgia Coaches Association 2008 - Present
Guaranty Bank/ Best Bank July 2006 - Present
Lifestyles and Trends LLC, CEO January 2006 - Present
Sacob Limousine Services March 2005 - Present
Central Florida YMCA January 2004 - August 2004
Fleet Bank January 1992 - January 2004
Skills
Public Speaking, Leadership Development, Sales Management, Lifestyle Coaching, Leadership Development..., Published Author, Retail Banking, Branch Banking, Leadership, Coaching, Marketing, Time Management, Strategic Planning, Training, Social Media, Marketing Strategy, Sales, Executive Coaching, Management, Human Resources, Networking, Customer Retention, Program Management, Customer Service, Workshop Facilitation, Motivational Speaking, Entrepreneurship, Credit, Team Building
Education
Grand Canyon University 2011 — 2013
Bachelor of Science (B.Sc.), Psychology
Knox College 1985 — 1988
Associate of Arts (A.A.), General Studies
SEACRET March 2013 - Present
Send Out Cards May 2011 - Present
Town of Grenwich, Board of Ed September 2007 - August 2012
Fleet Bank September 1997 - April 2000
Skills
Team Building, Sales, Public Speaking, Coaching, Marketing, Microsoft Office, Microsoft Excel, Sales Management, New Business Development, Social Media Marketing, Social Networking, Advertising
Education
Westchester Community College 1989 — 1991
Associate's degree, Applied Science & Early Childhood
Florida Atlantic University 1988 — 1989
Kaye Scholer LLP August 2008 - Present
Thacher Proffitt & Wood LLP May 2007 - July 2008
Entwistle & Cappucci LLP January 2003 - April 2007
Fleet Bank May 1997 - July 2001
Citicorp June 1996 - May 1997
Skills
Securities, Corporate Law, Legal Research, Structured Finance, Finance, Corporate Finance
Education
Fordham University School of Law 2001 — 2004
Juris Doctor, Securities
Vassar College 1992 — 1996
Bachelor of Arts, Political Science; Theatre
SunGard Financial Systems November 2009 - Present
State Street August 2005 - November 2009
Fleet Bank August 2001 - July 2005
Skills
Microsoft Office..., Microsoft Project, Microsoft FrontPage, Microsoft Access..., SQL Programming, UNIX experience, Visio Process and..., SunGard Global Plus..., Focus Database Reporting, Hyperion Essbase..., Yardi Property..., Financial Services, Analysis, Data Analysis, SQL, Business Analysis, Process Improvement
Education
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Adminstration, Finance
Stearns Lending (NMLS# 1854) February 2012 - Present
MetLife Home Loans December 2008 - January 2012
National City Mortgage August 1996 - December 2008
Fleet Bank 1994 - 1996
M-West Mortgage 1987 - 1994
Skills
Wealth Management, Customer Service, Retirement Planning, Mortgage Banking, FHA, Mortgage Lending, Refinance, Loan Origination, Super Jumbo, DU Refi Plus, Investment Property..., Self-Employed Borrowers, Jumbos, Non-Conforming, Government Loans, 1-4 Units, Flips, Multi Family Properties, Real Estate Investment..., Assisting First Time..., VA loans, Down Payment Assistance, CalHFA, Underwriting, Real Estate Financing, Loans, Residential Mortgages, Investment Properties, First Time Home Buyers, Real Estate Economics, USDA, Financial Structuring, Commercial Lending, Construction Loans, Commercial Mortgages, Credit, Home Equity Loans, Loss Mitigation, Mortgage Marketing, Home Equity Lines of..., Mortgage Servicing, Loan Servicing, Credit Analysis, Debt Consolidation, Wholesale Lending, Building Strong..., Rates, HomePath, VA Loans
Education
Florida Atlantic University
Finance, Business
Dalat University
Finance, Business
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
G Ahlgren Designs floral designerG Ahlgren Designs2003 - Present
Bank of America 2004 - 2006
Fleet Bank 2002 - 2004
Quick & Reilly Inc 2000 - 2002
Education
FHHS
Fashion Institute of Technology
Family Services of the Merrimack Valley June 2010 - Present
SCORE NE Massachusetts April 2010 - Present
Community Work Services 2010 - Present
Junior Achievement of Northern New England June 2012 - Present
Plum Island Foundation January 2009 - Present
Junior Achievement of Eastern MA January 2007 - June 2012
State Street July 2007 - February 2009
Investors Bank & Trust August 2005 - July 2007
Bank of America October 2003 - July 2005
Fleet Bank January 1999 - September 2003
Skills
Financial Services, Change Management, Leadership, Risk Management, Fundraising, Non-profits, Strategy, Management, Banking, Employee Engagement, Strategic Planning, Investments, Nonprofits, Small Business, Finance, CRM, Business Strategy
Education
Hamilton College 1977 — 1981
BA
Portledge School
Manchester Financial March 2015 - Present
UBS October 2014 - February 2015
Merrill Lynch October 2013 - October 2014
New England Investment & Retirement, Inc. March 2005 - August 2013
RDM Financial Group 1997 - 2003
Fleet Bank 1996 - 1997
Merrill Lynch 1990 - 1996
Skills
Asset Management, Investments, Portfolio Management, Alternative Investments, Management, Equities, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Investment Management, Finance, Investment Advisory, Financial Advisory, Trading, Due Diligence, Hedge Funds, Retirement
Education
Fordham University 1992 — 1996
MBA, Finance
University of Rhode Island 1986 — 1989
BS, Finance
SKHS
People's United Bank April 2011 - Present
JPMorgan Chase April 2002 - April 2011
HSBC March 1998 - March 2002
Fleet Bank March 1980 - March 1998
Skills
Loans, Commercial Lending, Underwriting, Financial Structuring, Commercial Banking, Credit, Credit Risk, Mergers & Acquisitions, Financial Risk, Small Business Lending, Credit Analysis, Middle Market, Interpersonal Savvy, Banking, Respect, Risk Management, Treasury Management, Cash Management
Education
Fordham University 1979 — 1982
MBA, FINANCE
State University of New York at Stony Brook 1973 — 1977
BA, Economics
Ledyard National Bank September 2012 - Present
Robert Half International May 2012 - September 2012
The Connecticut Bank and Trust Company October 2009 - April 2012
The Rocky Hill Chamber of Commerce 2008 - 2012
Connecticut Bank and Trust Company October 2007 - October 2009
Ryan Mortgage Group July 2006 - October 2007
TD Bank April 1996 - March 2006
Northeast Savings 1985 - 1999
Fleet Bank February 1985 - April 1996
Springfield institution for savings 1989 - 1990
Skills
Banking, Loans, Management, Commercial Banking, Leadership, Mortgage Lending, Business Development, Sales, Budgets, Retail Banking, Customer Service, Coaching, Relationship Management, Cash Management, Human Resources, Commercial Lending, Consumer Lending
Education
Greenfield Community College 1981 — 1988
Associates, Business Management
Smith Vocational High School 1978 — 1981
High School Diploma, Carpentry/Carpenter
Westfield State University
Working on it, Business Management
Sovereign Bank January 2008 - May 2009
Sovereign Bank September 2001 - January 2008
Fleet Bank January 1996 - December 2000
Skills
Sales, Marketing, Sales Management, Retail Banking, Team Building, Training, Relationship Management, Product Management, Project Management, Budgets, Strategic Planning, Public Relations, Business Development, Microsoft Excel, PowerPoint, Social Media, CRM, Email Marketing, Cross-functional Team..., Sponsorship Management, Event Management, Multicultural Marketing, Vendor Management, Multi-channel Retail, Supervisory Experience, Microsoft Publisher, Information Mapping, Wordpress, Twitter, Real Estate, Small Business Lending, Workshop Facilitation, Commercial Banking, Credit Analysis, Cash Management, Consumer Lending
Education
Emerson College
Master of Arts (M.A.), Integrated Marketing Communications
Newbury College
Bachelor of Arts (B.A.), Business Administration
NFP Advisor Services Group February 2014 - Present
HOW 2014 - Present
Middleburg Wealth Management LLC December 2010 - Present
Morgan Stanley Smith Barney November 2000 - December 2010
Fleet Bank January 1996 - October 2000
Skills
Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investments, Asset Allocation, Asset Managment, Series 65, Securities, Investment Advisory, Strategic Financial..., Portfolio Management, Entrepreneurship, Trust Management, Charitable Trusts, Estate Planning, Life & Health Insurance..., Licensed Life & Health..., Irrevocable Life..., Asset Management, Financial Advisory, FINRA, High Net Worth..., Equities, Finance, Mutual Funds
Education
St John Fisher Unversity 1995 — 1997
Graduate Work
Edinboro University of Pennsylvania 1991 — 1995
BS in Business, Business/ Political Science
Fairport High School
Fairport High School
Fairport High School
Axiom Bank September 2013 - Present
Capital One 2011 - August 2013
First Franchise Capital Corporation August 2010 - October 2011
. August 2009 - April 2010
Bank of America September 1991 - July 2009
Fleet Bank 1996 - 2004
Nat West September 1991 - 1996
Citicorp Real Estate June 1989 - August 1991
Bank Leumi Trust Company October 1986 - June 1989
Union Chelsea National Bank January 1985 - October 1986
Skills
Administration, Documentation, Banking, Management, Loan Origination, Process Improvement, Accounting, Customer Service, Microsoft Office, Outlook, Construction Loans, Microsoft Excel, Team Building, Commercial Mortgages, Commercial Banking
Education
Fairleigh Dickinson University 2009 — 2010
Paralegal Certificate, ABA
Felician College 2005 — 2007
B.A., Marketing & Management
DeAnza College
AA, Real Estate
Bishop McDonnell H.S. 1966 — 1970
UCLA Extension
Regeneron Pharmaceuticals - Predictive & Translational Medicine 2012 - Present
Regeneron Pharmaceuticals, Inc. 2012 - 2015
Regeneron Pharmaceuticals, Inc. 2012 - 2015
Regeneron Pharmaceuticals, Inc. 2012 - 2015
Eisai June 2007 - June 2012
Schering-Plough January 2006 - June 2007
sanofi-aventis June 2004 - January 2006
Ernst & Young January 2003 - June 2004
Ernst & YoungNew January 2003 - June 2004
Fleet Bank 1999 - 2001
Skills
RFP, Supply Management, Budgets, Cost Management, Analysis, Global Sourcing, Staff Management, Negotiation, E-procurement, RFI, Cross Functional Team..., Sourcing, Strategic Sourcing, Cross-functional Team..., Procurement, Contract Negotiation, Process Improvement, Clinical Development, Supply Chain, Vendor Management, Supply Chain Management, Supplier Evaluation, Contract Management, Purchasing, CRO, Outsourcing, Drug Development, Clinical Trials, Management, Business Process..., Strategy, Leadership, Change Management, Project Management, Pharmaceutical Industry, Program Management, Six Sigma, Team Building, Forecasting, Strategic Planning, Biotechnology, EDC, Sop, FDA, CTMS, Medical Devices, Clinical Data Management, Biopharmaceuticals, Competitive Intelligence, Oncology
Education
Fairleigh Dickinson University 1980 — 1990
BS, Bus. Admin. Management - Minor Marketing, 3.2
William Paterson University of New Jersey 1974 — 1976
Bus. Administration
Seneca Mortgage Servicing LLC April 2010 - Present
M&T Bank December 2007 - April 2010
M&T Bank April 2006 - December 2007
Bank of America March 2004 - April 2006
Fleet Bank 1996 - March 2004
Skills
Consumer Lending, Mortgage Lending, Operational Risk..., IVR, Loans, Foreclosures, Management, Call Center, Credit Risk, Loan Servicing, Operations Management, Call Centers, Portfolio Management, Credit Cards, Banking, Coaching, Customer Service, Default
Education
Erie Community College 1994 — 1996
Communication Arts
ADP March 2014 - Present
ADP September 2012 - February 2014
ADP September 2007 - August 2012
ADP March 2004 - September 2007
Fleet Bank 2002 - 2004
Skills
Salesforce.com, Integration, Outsourcing, Business Analysis, SaaS, Employee Benefits, SDLC, Process Improvement, Relationship Management, Management, Training, Project Management, Testing, Strategy, Software Documentation, CRM, Change Management, Strategic Planning, Project Planning, Business Process..., Leadership, Vendor Management, User Acceptance Testing, Analysis, Quality Assurance, Financial Services, Team Management, Business Process, Business Intelligence
Education
Fairfield University 1998 — 2002
BS Finance
Quinnipiac University
TCN, Inc. January 2007 - Present
BJ's Wholesale Club August 2001 - January 2007
Fleet Bank August 1999 - August 2001
Skills
Accounting, Financial Analysis, Auditing, Tax, Forecasting, Managerial Finance, Accounts Payable, Accounts Receivable, Financial Reporting, Tax Research, Tax Preparation, Sales Tax, QuickBooks, Tax Accounting, Corporate Tax
Education
Framingham State College 1999 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
College Saint Marc
Juanita Junes Family Day Care/ and Broker February 2006 - Present
Fleet Bank January 1993 - November 1999
Nazareth College April 1980 - November 1982
Skills
Transportation Analyst, Morgage Broker, Realtor, Marketing Strategy, Real Estate, Strategic Planning, First Time Home Buyers, Mortgage Lending, Grants, Customer Service, Nonprofits, Time Management, Program Management, Leadership Development, Organizational..., Team Building, Team Leadership, Coaching, Entrepreneurship, Public Speaking, Event Management, Social Media, Event Planning, Program Development, Leadership, Sales, Healthcare, Fundraising, Public Relations, Non-profits, Marketing, Small Business, Training, Social Networking, Investors
Education
SUNY Albany 1973 — 1976
BS, Business Admin
Excelsior College 1969 — 1973
Business / Executive Secretarial, Business Admin
Rockland Trust Company 2010 - Present
BankNewport 2005 - 2010
Bank of America 2001 - 2005
Liquid Blue 1995 - 2001
Fleet Bank 1987 - 1995
Ernst & Young 1986 - 1987
Sansiveri, Kimball & Co., L.L.P. 1984 - 1986
German, Vreeland & Associates, LLP 1982 - 1984
Skills
Commercial Lending, Loans, Real Estate, Banking, Small Business Lending, Real Estate Economics, Customer Service, Investors, Mortgage Lending, Credit, Underwriting, Mortgage Banking, Commercial Banking, FHA, Investment Properties, Credit Analysis, Commercial Mortgages, Refinance
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1982
M.B.A., Professional Accounting
Hamilton College 1977 — 1981
B.A., Psychology/Economics
Town of Norwell March 2011 - Present
Plymouth County Advisory Board June 2012 - Present
Norwell Advisory Board July 2007 - March 2011
Fleet Bank March 1998 - March 2000
BankBoston June 1984 - March 1998
Overseas Private Investment Corporation September 1982 - May 1983
Skills
Budgets, Banking, Strategic Planning, Risk Management, Research, Analysis, Management, Negotiation, Financial Analysis, Team Building
Education
Georgetown University 1981 — 1983
Masters, International Business
William & Mary 1977 — 1981
B.A., Government
Global Equity Organization January 2012 - Present
Monidee January 2010 - December 2011
Global Equity Organization 2009 - January 2010
Global Equity Organization 2006 - 2009
Global Equity Organization 2004 - 2006
Global Equity Organization 2001 - 2004
Tech Data 1996 - 2001
Fleet Bank 1992 - 1995
Skills
Employee Benefits, Incentive Programs, Personnel Management, Employee Relations, Performance Management, Financial Services, Management, Employee Engagement, Compensation & Benefit, Partnerships, Time Management, Leadership, Incentives, Account Management, Human Resources, Strategic Planning, Event Management, Trade Shows, Event Planning, Program Management, Strategy, Marketing Strategy
Education
Florida State University
Public Relations, Marketing, and Communications
LK Lassiter & Associates March 2009 - Present
WorkPlace Dynamics, Inc. March 2009 - June 2009
Rockland Trust December 2003 - January 2006
Textron Financial January 2000 - January 2004
Fleet Bank 1996 - 2000
FleetBoston Financial 1996 - 2000
Skills
Adult Education, Succession Planning, Coaching, Instructional Design, Team Building, Strategic Planning, Workshop Facilitation, Six Sigma, Performance Management, Leadership Development, Employee Relations, Change Management, Program Management, Recruiting, Organizational..., Training
Education
New York University 1971 — 1973
MS, Education Administration
Hampton University 1967 — 1971
BS, Education
Resurgent Performance, Inc. September 2010 - Present
L. T. Hall - Transformational Bank Consulting February 2009 - March 2010
Cornerstone Advisors, Inc June 2008 - February 2009
Brintech January 2006 - June 2008
Earnings Performance Group February 1997 - January 2006
US Banking Alliance December 1994 - January 1997
Strategic Financial Alliances March 1987 - December 1994
Fleet Bank November 1982 - March 1987
Chemical Bank October 1981 - November 1982
C&S National Bank November 1978 - October 1981
Skills
Change Management, Banking, Risk Management, Financial Services, Real Estate, Strategy, Loans, Leadership, Financial Analysis, Profitable, Management Consulting, Sales Management, Turn Around Management, Credit, Strategic Planning, Process Improvement, Small Business Lending, Portfolio Management, Internal Controls, Financial Risk, Commercial Banking, Private Equity, Mortgage Lending, Financial Modeling, Enterprise Risk..., Financial Institutions, Strategic Financial..., Project Planning, Business Planning, Credit Risk, Business Strategy, Mergers & Acquisitions, Retail Banking, Marketing, Restructuring, Investments, Corporate Finance, Due Diligence, Business Analysis, Business Development, Finance, Contract Negotiation, Commercial Lending, Business Process..., Management, Consulting, Acquisition Integration, Executive Management, Mergers, Credit Analysis
Education
University of Georgia - Terry College of Business 1972 — 1976
BBA, Accounting
Georgia State University
Graduate Business Studies
MFS Investment Management July 2012 - Present
MFS Investment Management April 2011 - July 2012
MFS Investments Inc April 2009 - November 2011
MFS Investment Management 2002 - April 2009
Fleet Bank June 1998 - April 2002
Skills
Marketing Communications, Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Social Media, Corporate Communications, Digital Marketing, Social Media Marketing, Advertising
Education
Emmanuel College
MBA Marketing, Marketing/Marketing Management, General
Northeastern University 1990 — 1995
BS, Journalism - Public Relations
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services December 2014 - December 2014
Centered Heart Fitness October 2005 - June 2014
The Bassuk Organization March 2002 - July 2002
The Lefrak Organization January 2001 - February 2002
Fleet Bank January 1998 - January 2001
The Ackman-Ziff Real Estate Group June 1996 - June 1997
The Bank of New York September 1988 - June 1996
Skills
Real Estate
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
Emory University 1980 — 1984
Bachelor's Degree, Psychology
ACI Worldwide 2010 - 2014
Mercer 2005 - 2009
Putnam Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fleet Bank 1994 - 1998
Skills
Curriculum Design, Curriculum Development, Curriculum Innovation, Project Management, Workshop Facilitation, Training Facilitation, Program Facilitation, ms office, Camtasia, Captivate, Instructional Design, Training, Microsoft Office, Change Management, Leadership Development, E-Learning
Education
Suffolk University
Bachelor of Science, Journalism
Emmanuel College
Master, Human Resource Management
Fig boudoir January 2006 - June 2015
Bank of America 2001 - 2004
Fleet Bank 1989 - 2001
Skills
Sales and marketing, Account Management, Client Relations, Creative Direction, Management, Independent Thinking, Employee Training, Customer Service, Purchasing, Mac & PC platforms, Point of sale system, Vendor Relations, Purchasing Agents, Team Leadership, Written Communication
Education
The University of Connecticut School of Business 1990 — 1993
Master of Business Administration (MBA), Finance, General
Fairfield University 1985 — 1989
BS, Finance and Economics
Hofstra University May 2014 - October 2014
Parking Systems April 2008 - July 2010
Capital One December 2007 - May 2008
United States Postal Service September 2007 - March 2008
Encompass Media Group September 2007 - February 2008
U-Haul International, Inc. May 2003 - May 2006
Fleet Bank May 2000 - January 2004
Sam Ash Music Inc. February 2001 - February 2002
Target October 2000 - July 2001
Borders October 1999 - February 2001
Skills
Customer Service, Microsoft Word, Pro Tools, PowerPoint, Microsoft Office, Microsoft Excel, Adobe Illustrator, Adobe Photoshop, Apple Logic Pro, IBM SPSS
Education
Hofstra University 2011 — 2014
Bachelor's degree, Biochemistry and Molecular Biology
New York Institute of Technology 2008 — 2010
Cell/Cellular and Molecular Biology
Five Towns College 1997 — 1998
Jazz & Commercial Music / Audio Engineering
CareerSource South Florida June 2015 - Present
JM Family Enterprises October 2000 - June 2015
Fleet Bank May 1997 - June 2000
Fleet Financial Group September 1996 - May 1997
Skills
Agile Methodologies, Business Intelligence, SharePoint, SDLC, Data Warehousing, Software Project..., Integration, Business Analysis, XML, Visual Studio, Requirements Analysis, Visio, SQL, Requirements Gathering, Enterprise Architecture, Databases, Process Improvement, Agile Project Management, Oracle, ETL, Vendor Management, DB2, Reporting & Analysis, Financial Reporting, Report Writing, Cognos
Education
University of Alabama 2011 — 2014
Master of Science (M.S.), Interactive Technology, 3.89 GPA
Florida Metropolitan University 2004 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
New England Institute of Technology 1994 — 1997
Bachelor of Science (B.S.), Computer and Information Sciences, General
Brockton High School 1979 — 1980
High School Diploma
Fort Lauderdale High School 1976 — 1979
High School Diploma
Lifespan April 2014 - Present
Lifespan March 2005 - March 2014
Bank of America October 2002 - October 2004
Fleet Bank October 1997 - October 2004
Harvard Pilgrim Health Care August 1993 - October 1997
Varian Semiconductor September 1988 - August 1990
Raytheon Missile Systems March 1986 - March 1988
Skills
Healthcare Information..., Business Analysis, Healthcare, Requirements Analysis, Software Project..., Visio, Project Management, Data Analysis
Education
Gordon College 1983 — 1988
BS, Computer Science, Minor in Political Studies
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
Thomas Hooker Brewing Co. September 2015 - Present
Simsbury Bank April 2010 - February 2015
Simsbury Bank April 2010 - February 2015
TD February 2008 - February 2010
Advanced Hearing Solutions April 2005 - October 2007
Ned Smith Construction 2002 - 2003
Fleet Bank 2001 - 2002
Skills
Electronic Payments, Credit, Internet Banking, Banking, Credit Analysis, Loans, Consumer Lending, Commercial Lending, Management, Retail Banking, Commercial Banking, Financial Analysis, Strategic Planning, Risk Management, Finance, Mortgage Banking
Education
Connecticut School of Finance and Management 2013 — 2015
Certificate, Bank Management
Manchester Community College 2002 — 2005
Business Administration and Management, General, 3.6
Erie Community College 1998 — 2001
Business Administration, Management and Operations
Bank of America October 2012 - Present
Bank of America March 2009 - October 2012
Bank of America February 2004 - February 2009
Fleet Bank October 2002 - February 2004
Fleet Bank May 2002 - September 2002
Genuity (formerly BBN, BBN Planet, GTE Internetworking) 1998 - 2000
Genuity (formerly BBN, BBN Planet, GTE Internetworking) 1996 - 1998
Skills
Risk Management, Leadership Development, Banking, Process Improvement, Process Engineering, Six Sigma, Project Management, Strategic Planning, Business Process..., Vendor Management, Program Management, Sales Operations, Business Development, Leadership, Product Management, Change Management, Cross-functional Team..., Business Analysis
Education
Gettysburg College 1987 — 1991
Bachelor of Arts
Needham High School 1983 — 1987
Diploma
NECF
Self-Employed July 2006 - Present
Bernstein Investment Research and Management August 2004 - July 2006
Fleet Bank 2002 - 2004
About.com 2000 - 2001
Chase Manhattan Corporation 1999 - 2000
Skills
Accounting, Banking, Microsoft Excel, Microsoft Office, Portfolio Management, Relationship Management, Securities, Wealth Management, Financial Analysis, Finance, Business Strategy
Education
Georgetown University 1995 — 1999
New Canaan High School 1991 — 1995
HS
MetLife July 2014 - Present
MetLife August 2011 - August 2014
Prudential Insurance April 2007 - August 2011
Prudential Financial July 2002 - April 2007
Prudential Financial February 2000 - July 2002
Zachary Jackson Financial September 1998 - February 2000
Fleet Bank March 1997 - September 1998
First Union National Bank August 1993 - March 1997
The Gap June 1992 - August 1993
Lord & Taylor February 1990 - June 1992
Skills
Employee Benefits, Dentistry, Long Term Care Insurance, Disability Insurance, Insurance, Training, Claim, Critical Illness, Management, Process Improvement, Life Insurance, Health Insurance, Strategic Planning, Group Insurance, Sales, Leadership, Long-term Care, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, English
Excelsior College
MBA
Delaware North Companies March 2012 - Present
Delaware North Companies September 2010 - March 2012
Pentagroup Financial June 2006 - September 2010
Bank of America June 2002 - June 2006
Fleet Bank June 2002 - 2003
Skills
Project Management, Leadership Development, Coaching, Customer Service, PowerPoint, Event Management, Microsoft Office, Microsoft Word, Salesforce.com, Instructional Design, Customer Relations, Compliance, Policy, Process Improvement, Hiring, Excel, PeopleSoft, Word, Event Planning, Staff Development, Talent Management, Interviewing, Human Resources, Hospitality, Recruiting
Education
Walden University 2008 — 2010
Education
Buffalo State College 1999 — 2002
Bachelor of Science (B.S.), Education
Erie Community College 1996 — 1999
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Pearson Custom Publishing January 2011 - Present
Birch Hill Technology Group January 2001 - Present
Merkle April 2010 - April 2011
Boston Financial Data Services March 2010 - May 2010
Thomson Reuters October 2009 - February 2010
MBTA January 2009 - October 2009
State Street Bank 2008 - 2008
Plymouth Rock Assurance Corp 2005 - 2008
Wellington Management 2004 - 2004
Fleet Bank 2002 - 2003
Skills
Consulting, Data Warehousing, Business Intelligence, ETL, Data Warehouse..., Data Modeling, SSIS, Database Design, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Software, Software Development, Management, Analytics, Analysis, Microsoft SQL Server, Project Management
Education
Fitchburg State University 1984 — 1986
BS, Computer Science
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration / English minor
Standard Pacific Capital December 2010 - Present
Standard Pacific Capital December 2008 - Present
Standard Pacific Capital August 2006 - Present
John W. Meriwether Partners LLC. May 2004 - June 2006
Fleet Bank August 2003 - April 2004
Skills
Hedge Funds, Equities, Bloomberg, Fixed Income, Alternative Investments, Trading, Derivatives, Investments, Asset Management, Portfolio Management, Equity Research, Capital Markets, Securities, Financial Modeling, Valuation, Emerging Markets, Private Equity, Investment Management
Education
Fairfield University
Bachelor's degree, Economics
Hewlett-Packard February 2008 - Present
Dimension Data 2005 - December 2007
Hewlett Packard 2003 - 2005
Quantum Corporation 1999 - 2001
Fleet Bank 1997 - 1999
Skills
Sales Process, Channel, Marketing Strategy, Strategic Partnerships, Business Planning, Business Alliances, Cloud Computing, Storage, Solution Selling, Channel Partners, Process Improvement, Sales, Strategic Alliances, Go-to-market Strategy, Business Development, Management, SaaS, Enterprise Software, Account Management
Education
Emmanuel College 1995 — 1999
Master Science Degree, Management
Fitchburg High School 1976 — 1979
Citibank July 2015 - Present
Citibank July 2013 - July 2015
Citibank December 2009 - June 2013
Citigroup July 2006 - December 2009
Lehman Brothers June 2005 - August 2005
Fleet Bank July 2000 - May 2004
Skills
Portfolio Management, Risk Analytics, Fixed Income, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Forecasting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
University of Michigan 1996 — 2000
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance/Accounting
HAGIN Capital, LLC April 2012 - Present
Merrill Lynch October 2009 - April 2012
Natixis Bleichroeder December 2004 - October 2009
Sidoti & Co. December 2002 - December 2004
Sano Investments October 2001 - December 2002
Deutsche Bank Securities December 2000 - July 2001
Fleet Bank January 2000 - December 2000
Herzog Heine Geduld November 1997 - January 2000
U.S. Clearing March 1991 - September 1994
Skills
Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Hedge Funds, Asset Allocation, Capital Markets, Portfolio Management, Securities, Equities, ETFs, Mutual Funds, Options, Finance, Financial Markets, Fixed Income, Banking, Retirement, Series 7, Series 66, Series 63, Bloomberg, Investment Advisory, Trading
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Rutgers University-New Brunswick 1988 — 1990
B.A., Economics
Fort Lee High School
US Bank September 2013 - Present
NCOGroup March 2005 - August 2013
Fleet Bank 2000 - 2005
Skills
Vendor Management, Outsourcing, Analytics, BPO, Call Center, Call Centers, Risk Management, Process Improvement, Banking, Business Process..., Customer Experience, Credit Cards, Business Analysis, Operations Management, Executive Management, Financial Services
Education
Gettysburg College 1985 — 1989
East Lake Community Library November 2014 - Present
St. Petersburg College October 2013 - Present
Home June 2011 - March 2014
Viamedia March 2011 - June 2011
Viamedia March 2004 - March 2011
Fleet Bank June 2002 - December 2003
Burke, Hegan, Roessle & Associates March 1999 - June 2003
Skills
Advertising, Marketing, Account Management, Customer Service, PowerPoint, Microsoft Office, Sales Presentations, Newsletters, Time Management, Advertising Sales, Digital Marketing, Social Networking, Social Media, Direct Marketing, Social Media Marketing, Email Marketing, Recruiting, Facebook
Education
Winthrop University 1995 — 1998
Bachelor's degree, History
Furman University 1994 — 1995
Ft. Mill High School 1990 — 1994
US Bank N.A. December 2003 - Present
State Street Bank January 1999 - December 2003
Fleet Bank May 1996 - December 1998
Cochituate Cooperative Homes September 1990 - March 1996
Education
The Johns Hopkins University 2015 — 2015
Certificate of Completion, Assisting Individuals in Crisis
University of Maryland Baltimore County 2015 — 2015
Certificate of Completion, Group Crisis Intervention
Gordon Conwell Theological Seminary 2013 — 2015
Diploma in Urban Church Ministry Program, Pre-Degree Equivalency in Theology
International Fellowship of Chaplains, Inc. 2013 — 2013
Certificate of Completion, Chaplaincy
Ezra School of Apologetics 2011 — 2013
Certificate in Apologetics, Theology/Theological Studies
Boston Christian Academy 2007 — 2009
Christian Education, Religion
Springfield College 2003 — 2008
Human Services, General
Massachusetts Bay Community College 1996 — 1997
Certificate, Computerized Accounting
ATT October 2002 - Present
Cingular Wireless September 2002 - 2002
Dallas Independent School District 2001 - 2002
Nortel Networks 1996 - 2001
Eastman Kodak 1992 - 1996
Eastman Kodak Credit Corporation 1990 - 1992
Fleet Bank 1988 - 1989
Security Trust Company 1984 - 1987
Monroe Music Centers 1980 - 1983
The Aquinas Institute of Rochester 1981 - 1982
Skills
Telecommunications, Product Marketing, Wireless, Managed Services, Management, Sales, IP, Call Centers, Integration, Cloud Computing, Solution Architecture, SDLC
Education
State University of New York College at Brockport 1978 — 1981
BA, International Economics-Bilingual Multicultural Studies
Texas A&M University 1978 — 1978
Teacher Certification Masters Coursework
Eastman School of Music
Continuing Education - Strings
Nazareth College
Portuguese
Caliber Home Loans August 2014 - Present
Caliber Home Loans January 2014 - July 2014
Green Tree Servicing May 2013 - January 2014
MetLife Home Loans May 2011 - May 2013
Performance Management Consultant November 2009 - May 2011
Bank of America April 2004 - February 2009
Fleet Bank 1999 - 2004
FleetBoston Financial 1995 - 2004
Shawmut Bank 1990 - 1995
Skills
Performance Management, Call Center, Customer Experience, Process Improvement, Change Management, Banking, Operations Management, Business Process..., Vendor Management, Financial Services, Strategic Planning, Financial Risk, Relationship Management, Forecasting, Metrics, Risk Management, Credit, Leadership, Business Analysis, Retail Banking, Call Centers, Customer Service, Analysis, Coaching, Strategy, Mergers & Acquisitions, Management, Integration, Finance, Sales Operations, Data Management, Reporting & Analysis, Executive Management, Sales Management, Loans
Education
Gordon College 1982 — 1986
B.A., Business
Invest Michigan March 2014 - Present
TechTown Detroit November 2012 - March 2014
Connecticut Innovations January 2000 - December 2012
Connecticut Clean Energy Fund January 2000 - 2007
New England Bank September 1997 - January 2000
Business Lenders February 1996 - September 1997
Fleet Bank April 1981 - December 1995
Central National Bank in Chicago 1978 - 1981
Skills
Funding, Venture Capital, Private Equity, Due Diligence, Start-ups, Business Development, Program Management, Corporate Finance, Entrepreneurship, Executive Management, Mergers, Angel Investing, Cleantech, Investments, Investment Banking, Strategy, Analysis, Leadership, Portfolio Management, SaaS, Management, Business Planning, Strategic Planning, Joint Ventures, Strategic Partnerships, Commercialization, Venture Financing, Renewable Energy, Competitive Analysis, Business Valuation, New Business Development, Deal Sourcing, Small Business, Financial Analysis, Energy, Turn Around Management, Restructuring, Business Strategy, Contract Negotiation, Board of Directors, Product Management, Business, Start-up Ventures, International Business, Leveraged Finance
Education
Fairleigh Dickinson University
MBA, Finance
Pace University - Lubin School of Business
BBA, Marketing
Palisades Park High School
Bank of America 2009 - Present
Bank of America January 2007 - January 2009
Bank of America January 2005 - August 2007
Fleet Bank January 1987 - September 2004
Skills
Vendor Management, Sales Management, Management, Strategic Planning, Coaching, Financial Services, Risk Management, Executive Management, Retail Banking, Leadership, Sales, Credit, Banking
Education
Emmanuel College 1994 — 2000
BS
Fleet Bank Leadership Program 1996 — 1997
Leadership Program Certification
Lincoln Military Housing July 2005 - Present
Fleet Bank 2001 - February 2005
Letica Corporation 1997 - 2001
Job Corps 1991 - 1994
United States Air Force 1986 - 1992
Skills
Team Building, Customer Service, ARM certified member of..., Training, Budgets, Contract Negotiation, Property Management, Yardi Property..., Personnel Management, Planning Budgeting &..., Resident Relations, Resident Retention, Leases, Sales, Strategic Planning, Leadership
Education
Grossmont College
Law Enforcment
Valhalla H.S.
Johns Creek Portfolio Resources January 2006 - Present
Fleet Bank December 1994 - June 2004
Fleet Finance May 1990 - December 1994
First Nationwide Network May 1985 - December 1990
Skills
Compliance, Credit Risk, Credit Analysis, Marketing Strategy, Documentation, Collections, Foreclosures, Writing, Asset Management, Real Estate, Due Diligence, Valuation, Loan Servicing, Securitization, Securities, Analysis, Mortgage Lending
Education
Atlanta Law School 1971 — 1975
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Georgia State University 1966 — 1971
Bachelor or Arts, Political Science and Government, Journalism
Georgia Military Academy 1960 — 1966
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Community Action Development Corporation of Bethlehem April 2014 - Present
Lafayette Ambassador Bank April 2012 - September 2013
Lafayette Ambassador Bank September 2006 - April 2012
Sovereign Bank November 2003 - May 2006
Fleet Bank November 1997 - November 2003
Skills
Commercial Banking, Credit, Customer Service, Branch Banking, Retail Banking, Small Business Lending, Banking, Commercial Lending, Loans, Consumer Lending, Lines Of Credit, Credit Analysis, Portfolio Management
Education
Georgia State University
University of South Carolina-Columbia
Splunk May 2015 - Present
Splunk November 2012 - April 2015
Kofax August 2006 - November 2012
State University of New York October 2004 - August 2006
Fleet Bank January 2001 - October 2004
Genuity, Inc November 2000 - December 2001
Michel Communication Group 1999 - 2001
Skills
Document Imaging, Document Management, Cloud Computing, Image Capture, Pre-sales, Virtualization, Databases, Business Process, SQL, Oracle, Disaster Recovery, Security, Linux, Unix, Visio, Troubleshooting, Windows, Salesforce.com, Enterprise Software, SaaS, IIS, Enterprise Content..., Microsoft Office, Software Documentation, ERP, Professional Services, Software Industry, Solution Selling
Education
Franklin Pierce University 1995 — 1998
BS
Liberty Mutual Insurance March 2013 - Present
Liberty Mutual Insurance 2010 - March 2013
Liberty Mutual Property January 2008 - January 2010
First Investors Corporation2004-2008 September 2004 - April 2008
Law Office of Attorney January 1998 - January 2004
Fleet Bank May 2002 - September 2003
Education
Fitchburg State University 2008 — 2010
MBA, Management Concentration
University of Massachusetts Dartmouth 2000 — 2004
Finance
Northeastern University
Working towards a CFP Certification
Bennett Thrasher October 2006 - September 2009
Rollins, Inc 2005 - 2006
Bank of America 2004 - 2005
Fleet Bank 2003 - 2004
KPMG 1997 - 2003
Norfolk Southern 1993 - 1997
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, CPA, Auditing, Internal Controls, Finance, Financial Accounting, SEC Filings
Education
Georgia State University 1991 — 1993
MBA, Accounting
Tulane University - A.B. Freeman School of Business 1986 — 1991
BSM, Accounting, Finance
St. Pius X High School 1982 — 1986
TD Ameritrade November 2012 - Present
HSBC Bank USA January 2009 - Present
Bank of America January 2006 - January 2009
Fleet Bank 2001 - 2007
Skills
Fixed Income, Portfolio Management, Wealth Management, Equities, Banking, Investments
Education
Fairleigh Dickinson University
HSBC Commercial Banking June 2014 - Present
HSBC Bank June 2012 - May 2014
HSBC June 2009 - May 2012
Wachovia Private Banking January 2006 - March 2009
JP Morgan Chase June 2001 - January 2006
Fleet Bank 1999 - 2001
Skills
Relationship Management, Cash Management, Business Relationship..., Trade Finance, Retirement Planning, Financial Risk, Commercial Lending, Credit, Series 7, Series 63, Insurance, Banking, Uniform Combined State..., Investments, Emerging Markets, Commercial Banking, Financial Services, MBS, Portfolio Management, Fundamental Analysis, Finance, Hedging, Credit Analysis, Equities, Loans, Wealth Management, Mutual Funds, Credit Risk, Small Business Lending, Risk Management
Education
Fairleigh Dickinson University 1995 — 1998
BS, Finance
Avidia Bank January 2014 - Present
Avidia Bank May 2008 - Present
Fidelity Co-Operative Bank April 2002 - May 2008
Fleet Bank 2000 - 2001
BankBoston 1997 - 2001
BayBank 1984 - 1997
Skills
Loans, Credit Risk, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Commercial Banking, Analysis, Portfolio Management, FHA, Retail Banking, Accounting, Management, Financial Risk, Risk Management, Banking, Underwriting
Education
Franklin & Marshall College 1978 — 1982
BA, Business
TD August 2011 - Present
TD June 2010 - July 2011
TD August 2009 - June 2010
TD Bank (formerly Commerce Bank) June 2004 - July 2009
Commerce Bank March 2003 - May 2004
Fleet Bank February 1997 - February 2003
Fleet Bank (formerly NatWest) August 1994 - January 1997
Skills
Enterprise Risk..., Risk Management, Governance, Credit, Strategy, Banking, Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Financial Risk, Financial Modeling, Loans, Finance, Relationship Management, Business Development, Loan Origination
Education
Fairleigh Dickinson University 1989 — 1996
BS & MBA, Finance
Bank of America 2003 - 2005
Fleet Bank 2000 - 2003
Summit Bank 1994 - 2000
Imperial Credit Industries 1992 - 1994
Carteret savings Bank 1984 - 1992
Skills
Loans, Customer Service, Management, Marketing, Banking, Budgets
Education
Fairleigh Dickinson University 1980 — 1982
MBA, Finance and Banking
William Paterson University of New Jersey 1970 — 1974
BA, Business Adminstration
Congregation Agudat Achim 2002 - February 2009
City of Leominster, MA September 2008 - December 2008
Monster.com 2003 - 2006
Fleet Bank 2001 - 2002
CompUSA 1999 - 2001
Waste Management 1998 - 1999
Radio Shack 1997 - 1998
Skills
Salesforce.com, Account Management, Customer Service, Training
Education
Fitchburg State University 2006 — 2010
Bachelors, Sociology
TD Bank April 1999 - Present
Fleet Bank 1993 - 1999
Skills
Commercial Banking, Loans, Commercial Lending, Credit, Asset Based Lending, Consumer Lending, Credit Analysis, Credit Risk, Small Business Lending, Mortgage Lending, Financial Analysis, Lines Of Credit, Banking, Commercial Mortgages, Retail Banking, Commercial Real Estate, Portfolio Management, Investments
Education
Fitchburg State University 1987 — 1991
Bachelors, Business Administration
Bank of America 2006 - 2009
Fleet Bank 2000 - 2005
Fleet Bank 1990 - 2000
Skills
Banking, Credit, Financial Services, Payments, Product Marketing, Strategic Partnerships, Investments, Relationship Management, Product Development, Treasury Management, Risk Management, Cash Management, Financial Risk, Portfolio Management, Management
Education
Fairfield University
Bachelor of Arts
Harleysville Savings Bank October 2007 - Present
Fleet Bank 2000 - 2005
Skills
Banking, Financial Analysis, Sales, Customer Service, Microsoft Excel, Microsoft Word, Consumer Lending, Credit, Team Building, Retail Banking, Commercial Banking, Small Business Lending
Education
Gwynedd Mercy University 2003 — 2009
The Home for Little Wanderers October 2013 - Present
City of Providence January 2012 - October 2013
Child and Family February 2009 - January 2012
About Families, LLC August 2006 - January 2009
Meeting Street October 2004 - October 2006
Fleet Bank January 1999 - January 2002
Fleetboston 1998 - 2001
Fleetboston 1998 - 2001
The Pillsbury Company March 1995 - December 1999
Skills
Non-profits, Strategic Planning, Budgeting, Business Acumen, Day-to-day Operations, Operational Excellence, Volunteer Management, Budgets, Nonprofits, Business Operations, Leadership, Finance, Policy, Fundraising, Healthcare, Program Management, Government, Change Management, Program Development, Accounting, Project Management, Leadership Development, Strategic Communications, Project Planning, Grants, Organizational..., Community Outreach, Management, Grant Writing, Team Building, Public Policy, Public Speaking, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA
Florida Agricultural and Mechanical University 1983 — 1987
BS, Business
Leadership Rhode Island 2006 — 2006
Frederick Douglass H.S.
Offshore Financial June 1998 - October 2007
Prince Sports Group 1995 - June 1998
Fleet Bank 1990 - 1995
Education
Georgian Court College 1989 — 1992
Bachelors, Business Administration
Owens Corning October 2014 - Present
Mohawk Industries October 2011 - October 2014
Flowers Foods November 1999 - October 2011
Flowers Foods 1999 - 2008
GE Capital December 1994 - November 1999
GE Capital 1995 - 1999
Fleet Bank June 1992 - December 1994
Skills
SEC filings, 10Q, Accounting Policy, US GAAP, SEC reporting, GAAP, FASB, Hyperion, Consolidation, Internal Controls, Financial Reporting, General Ledger, Financial Systems, Statements, CPA, Financial Analysis, SEC Financial Reporting, Cash Flow, Consolidated Financial..., XBRL, International Accounting, Monthly Close, Treasury, Sarbanes-Oxley, Finance, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, IFRS, Cash Management, Hyperion HFM, Investor Relations, US GAAP reporting, SOX 404, Process Improvement, Accounting Research, Public Companies, Technical Accounting..., 10K, Hedge Accounting, Account Reconciliation, JD Edwards, Monthly Close Process, Monthly Closing, Year-end Close, Mergers, Accounting, Financial Accounting, SEC Filings
Education
Georgia State University 1990 — 1992
BBA, Accounting
University of Georgia - Terry College of Business 1988 — 1992
Accounting
Ann Barber Consulting 2001 - Present
Orange County Partnership 1996 - 2001
Fleet Bank 1992 - 1996
Bank of Montreal 1984 - 1992
Chase Manhattan Bank 1982 - 1984
Skills
Operations Improvement, Strategic Planning, Public Speaking, Public Relations, Management Consulting, Leadership, Small Business, Strategy, Start-ups, Leadership Development, Nonprofits, Fundraising, Business Strategy, Organizational..., Entrepreneurship, Business Development, Team Building, Event Planning, Community Outreach
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
MBA, Finance and Financial Management Services
Ahold USA December 2013 - Present
John Hancock Financial Services September 2013 - November 2013
State Street Corporation 2006 - 2013
State Street 2004 - 2006
State Street 2000 - 2004
CareMatrix 1998 - 2000
CareMatrix 1996 - 1998
Fleet Bank November 1994 - December 1996
Skills
Auditing, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Controls Assessment, Risk Monitoring, Risk Assessment, Risk Management, Federal & State..., Risk Governance, Global Regulatory..., Asset Management, Operational Risk..., Assurance, Business Process..., COSO, Accounting, Mutual Funds, Process Improvement, Banking, GAAP, Operational Risk, Enterprise Risk...
Education
Grove City College 1983 — 1987
Bachelor's degree, Finance, Cum Laude
Comerica Bank August 2012 - Present
Bank of America June 2011 - July 2012
Valley National Bank March 2006 - March 2011
Commerce Bank, Union, NJ 07/04-03/06 July 2004 - March 2006
JP Morgan Chase, Newark, NJ April 2001 - February 2004
Fleet Bank December 1997 - December 2000
Back Bay Restaurant Group, Inc. July 1991 - December 1997
Skills
Salesforce.com, Nonprofits, Coaching, Management, Employee Relations, Business Planning, Loans, Leadership, Banking, Credit, Budgets, Financial Analysis, Contract Negotiation, Finance, Small Business Lending, Customer Service, New Business Development, Training, Mortgage Lending, Strategic Financial..., Program Management, Internal Audit, Sales, Credit Risk, Commercial Banking, Strategy, Portfolio Management, Strategic Planning, Leadership Development, Analysis, Insurance, Executive Management, Commercial Lending, Financial Risk, Sales Management, Business Development, Corporate Finance, Start-ups, Risk Management, Credit Analysis, Retail Banking, Cash Management, Investments
Education
Roger Williams University School of Law 1994 — 1997
JD, Law
Saint John's University 1990 — 1992
BS, English/Accounting
Florida State University 1985 — 1987
Communications
cranford high school
self employed looking for opportunites in project mgmt and manager February 2011 - Present
New England States Transport Inc. February 2007 - February 2011
NOW Delivery 2005 - 2007
Bank of America 1971 - 2004
fleet bank July 1969 - January 1999
Skills
Certified Project..., Transportation..., Bank Operations, Vendor Management, Process Improvement, PMP, Operations Management, Customer Relations, Change Management, Team Building, Cross-functional Team..., Banking, Metrics, Vendor Relations, Business Continuity, Problem Solving, Business Management, Team Leadership, SLA, Payments, Risk Management, Disaster Recovery, Continuous Improvement, Customer Satisfaction, New Business Development, Risk Mitigation, Business Process...
Education
Dale Carnegie Sales Advantage 2007 — 2007
Sales Advantage, Sales
William George Associates Project Management 2005 — 2005
PMP Certificate, Project Management
Fisher College 1977 — 1979
Associate, Business Management
Capital One Bank 2004 - Present
Fleet Bank 2001 - 2004
Skills
Commercial Banking, Credit, Underwriting, Relationship Management, Portfolio Management, Commercial Lending, Commercial Real Estate, Small Business Lending, Financial Analysis, Commercial Mortgages, Credit Risk, Credit Analysis, Banking, Loans
Education
Fairleigh Dickinson University 1985 — 1989
Business
Appen Butler Hill, Inc January 2013 - Present
Pilates Barre September 2010 - January 2013
Fleet Bank August 2000 - September 2003
Bank of New York July 1989 - August 2000
Skills
Excel, Word, Marketing, Newsletters, Commercial Lending, Consumer Lending, Credit, Loans, Credit Analysis, Commercial Banking, Advertising, Banking, Loan Origination, Microsoft Word, Microsoft Excel, Treasury Management
Education
Gettysburg College 1985 — 1989
BS, Management
Polytechnic of Central London 1988 — 1988
Study Abroad, Finance, General
Societe Miniere du Nord Est S.A. ("SOMINE") April 2012 - Present
Simact Mining Holding Inc. November 2006 - Present
SIMACT Tourism Inc. November 2006 - Present
SImact Inc. March 2006 - Present
ESP Realty Inc. June 1996 - Present
E-Power 2004 - 2012
Promocapital 2003 - 2005
Radio Tropicale 1994 - 1995
Fleet Bank January 1992 - March 1994
Royal Bank of Canada 1971 - 1991
Skills
Private Equity, Due Diligence, Mergers, Investments, Real Estate, Entrepreneur, Banking, Hotels, Entrepreneurship, Loans, Credit, Commercial Banking, Corporate Finance, Business Strategy, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Risk Management, Business Planning, Management Consulting, Leadership, Financial Analysis, Negotiation, Finance, Portfolio Management, Valuation, Start-ups, Asset Management, Budgets, Strategic Financial..., Executive Management, Small Business, Business Development, New Business Development, Analysis, Venture Capital, Strategy
Education
New York University 1989 — 1991
MS, Real Estate Investement
Fairleigh Dickinson University 1979 — 1981
MBA, Banking & Finance
Pace University - Lubin School of Business 1975 — 1977
BBA, Banking & Finance
PNC Real Estate Finance 2005 - Present
Bank of America 2002 - 2005
Fleet Bank 1996 - 2002
Skills
Loans, Banking, Commercial Lending, Credit, Portfolio Management, Real Estate Economics, Finance, Investments, Business Development, Credit Analysis, Commercial Banking, Asset Management, Loan Origination, Small Business Lending, Due Diligence
Education
George Washington University 1982 — 1985
Masters of Business Administration, Finance and Investments
Georgetown University 1974 — 1978
Bachelor of Arts, Economics
Grandfather November 2006 - Present
Hartsko Financial Services LLC May 2011 - July 2011
GMAC Commercial Finance December 2007 - December 2008
Signature Bank May 2004 - November 2007
Fleet Bank January 2002 - April 2004
Bank of New York Mellon November 1991 - January 2002
Fleet Bank December 1989 - November 1991
Manufacturers and Traders Bank May 1988 - December 1989
Chemical Bank June 1986 - May 1988
Manufacturers Hanover Trust August 1968 - June 1986
Skills
Finance, Banking, Start-ups, New Business Development, Commercial Lending, Accounting, Sales, Portfolio Management, Loans, Credit
Education
University of Virginia Darden School of Business
TEP, Executive Business Decisions
Fordham Gabelli School of Business 1975 — 1977
MBA, Business
Florida State University - College of Business 1963 — 1967
BS, Marketing
TD October 2013 - Present
TD Bank USA February 2012 - Present
TD Bank USA September 2010 - February 2012
Ishan Advisors, LLC 2004 - October 2010
Fleet Bank 2001 - May 2004
BankBoston 1997 - 2001
BankBoston 1994 - 1997
Riggs Bank 1994 - 1994
BankBoston 1989 - 1991
Bank of New England 1986 - 1989
Skills
Portfolio Management, Financial Risk, Banking, Credit, Credit Risk, Loans, Commercial Banking, Management, Commercial Lending, Analysis, Relationship Management, Credit Analysis, Fixed Income, Risk Management, Capital Markets
Education
The George Washington University - School of Business 1979 — 1981
MBA, Finance and International Business
Georgetown University 1975 — 1979
BS, Economics and Japanese
BCC
Bank of America Merrill Lynch April 2004 - Present
Fleet Bank September 1996 - March 2004
NatWest Bank September 1993 - August 1996
Education
Georgetown University - The McDonough School of Business 1990 — 1993
State Street Bank & Trust Company January 2015 - Present
State Street January 2014 - Present
State Street Bank April 2008 - January 2013
State Street Bank April 2004 - April 2008
State Street Bank April 1999 - April 2004
Fleet Bank April 1997 - April 1999
Skills
Audit, AML, Compliance, OFAC, Risk Assessment, Internal Controls, Microsoft Office, Auditing, Hedge Funds, Internal Audit, Financial Risk, Asset Management, Securities, Investments, Operational Risk..., Operational Risk, Financial Services, Portfolio Management, Risk Management, Anti Money Laundering
Education
Salem State University 1984 — 1988
B.S, Criminal Justice
Embry-Riddle Aeronautical University 1982 — 1983
Aeronautical Science
Marblehead High School 1980 — 1982
Tower 1971 — 1979
EY February 2000 - Present
Fleet Bank 1992 - 2000
National Westminster Bank 1992 - 1994
Skills
Marketing Communications, Management Consulting, Strategic Planning, Thought Leadership, Internal Communications, Business Strategy, Marketing Management, Marketing Strategy, Corporate Communications, Strategy, Competitive Analysis, Market Research, Integrated Marketing
Education
Fairleigh Dickinson University 1988 — 1992
First Keystone Community Bank June 2009 - Present
College Loan Corporation July 2003 - November 2008
Fleet Bank 1996 - 2003
Sallie Mae 1987 - 1996
Skills
Marketing, Sales, Banking, Leadership, Loans, Selling, Team Building, New Business Development, Public Speaking, Relationship Management, Training, Management, Salesforce.com, Staff Development, Sales Process, Strategic Partnerships, Strategic Planning, Business Development, Customer Service, Account Management, CRM, Customer Retention, Strategy, Sales Management, Coaching
Education
Wilkes University 1990 — 1994
Master of Business Administration (M.B.A.), Marketing & Management
Elizabethtown College 1983 — 1987
Bachelor's Degree, Business Marketing & Management
ServiceMaster April 2012 - Present
Waters Corporation December 2006 - March 2012
Stratus Technology 2006 - 2006
Brooks Automation 2001 - 2005
PRI Automation 1995 - 2001
Fleet Bank 1992 - 1995
CR Bard 1988 - 1991
Skills
Deferred Compensation, Talent Management, Process Improvement, Human Resources, Performance Management, Program Management, HRIS, Team Building, Project Management, Personnel Management, Strategic Planning, Cross-functional Team..., Employee Relations, Employee Benefits, Management, Change Management
Education
Franklin Pierce College
Bachelor of Science (BS), Business Administration and Management, General
World at Work
Retail Consultant December 2008 - Present
State Streeet July 2006 - December 2008
State Street 2006 - 2008
Fleet Bank 1987 - 2004
Education
Framingham State University 1981 — 1985
BA, Social Sciences
Zenith Education Group May 2012 - Present
Zenith Education Group 2009 - Present
Ceridian 2003 - 2009
University of South Florida 2001 - 2003
General Electric 1996 - 2000
Fleet Bank 1995 - 1996
US Census Bureau 1990 - 1990
Skills
Project Management, Business Analysis, Software Documentation, Testing, Business Process, Leadership, Process Improvement, Visio, Systems Analysis, Outsourcing, Customer Service, Requirements Gathering, SDLC, Management, Human Resources, Business Process..., Vendor Management, Requirements Analysis
Education
Florida Gulf Coast University 1997 — 1998
B.S., Finance
Eastern Maine Technical College 1990 — 1992
AAS, Business Management
Penford Food Ingredients June 2014 - Present
VeriFone January 2012 - March 2014
Stream Global Services April 2011 - September 2011
Print2Web January 2007 - October 2009
Office Team August 2006 - January 2007
Spherion December 2002 - July 2004
FACS Group Inc. February 2002 - November 2002
Dollar General January 2002 - February 2002
Office Team August 2001 - January 2002
Fleet Bank August 1999 - August 2000
Skills
Outlook, Training, Customer Service, Troubleshooting, Microsoft Certified..., FrontPage, Networking, Adobe Acrobat, Microsoft Excel, Data Entry, Sales, Quality Assurance, Process Scheduler, Operations Management, Management, Software Documentation
Education
Argosy University-Phoenix Online Division 2011 — 2013
Masters, Business Administration and Management, General, 3.75 A
Florida Metropolitan University 2008 — 2011
Bachelors, Computer Science
Florida Metropolitan University 2006 — 2008
Associates, Computer Science
BankUnited May 2013 - Present
M&T Bank January 2003 - May 2013
Medical Resource Group January 2009 - January 2012
Fleet Bank March 1999 - December 2002
Skills
Commercial Lending, Credit Analysis, Credit, Banking, Small Business Lending, Loans, Portfolio Management, Commercial Banking, Credit Risk, Financial Analysis, Mortgage Lending, Asset Based Lending, Lines Of Credit
Education
Georgetown University 1984 — 1989
Bachelor of Sciences in Business Administration, Finance
Wantagh High School 1980 — 1984
Business & Lacrosse
Morgan Stanley & Co. March 2011 - Present
Birchwood Swim and Tennis Club, Inc. 2008 - 2014
Carver Federal Savings Bank May 2009 - April 2011
The Bank of New York Mellon 1999 - 2009
The Bank of New York 1994 - 1999
Fleet Bank 1991 - 1994
Dollar Dry Dock Bank 1988 - 1991
Skills
Relationship Management, Business Development, Risk Management, Auditing, Cash Flow, Credit, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Loans, Portfolio Management, Underwriting, Mortgage Lending, Credit Analysis, Corporate Finance, Finance, Financial Modeling, Small Business Lending, Asset Managment
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Fairfield University 1982 — 1986
BS, Finance
Financial Engines August 2006 - Present
Bangor Savings Bank December 1995 - August 2006
Fleet Bank November 1992 - December 1995
Kostin, Ruffkess & Company, LLC April 1988 - November 1992
Connecticut Mutual Life August 1984 - April 1988
Williams & Brooke May 1983 - August 1984
Connecticut Mutual May 1982 - May 1983
Reid & Riege January 1977 - May 1982
Skills
401k, Retirement, Asset Allocation, Retirement Planning, Defined Benefit, Defined Contribution, Employee Benefits
Education
The University of Connecticut School of Law 1979 — 1983
JD
Franklin & Marshall College 1969 — 1973
BA, American Studies
Tracker Marine Group July 2014 - April 2015
Bass Pro Shops May 2014 - July 2014
CBRE March 2013 - April 2014
Sr. Project Manager January 2013 - March 2013
Wincor Nixdorf June 2009 - January 2013
Signature Consultants June 2009 - September 2009
Bank of America June 2004 - March 2009
Fleet Bank 1994 - 2004
fireye 1992 - 1994
Essex County Gas Co 1980 - 1985
Skills
Banking, Project Management, Financial Services, Vendor Management, Leadership, Six Sigma, Process Improvement, SDLC, Management, Program Management, Sales, PMP, Mergers & Acquisitions, Marketing, Business Analysis, Team Leadership, Strategic Planning, Customer Service, Account Management, Risk Management, Cross-functional Team..., Consulting, Change Management
Education
Southern New Hampshire University 1983 — 1986
MBA, Business
Framingham State University 1975 — 1979
BA, Sociology
Signature Bank TreasurerHealthy Directions-Not for ProfitAugust 2007 - Present
Healthy Start February 1997 - Present
Fleet Bank 1991 - 2004
Deloitte & Touche August 1989 - February 1991
Education
Fairfield University 1985 — 1989
BS, Accounting
Fallon Ambulance Service May 2010 - May 2011
Comstar Ambulance Billing June 2007 - July 2009
Macy's Department Store February 2004 - May 2006
Fleet Bank July 2000 - October 2003
Filene's Department Store January 1997 - September 1999
Skills
Customer Service, Insurance, Microsoft Word, Leadership, Sales
Education
Millennium Training Institute 2006 — 2006
Medical administration and billing/coding certificate, 3.9
Fitchburg State College 1990 — 1992
North Middlesex Savings Bank October 2005 - Present
Fleet Bank January 1995 - March 1997
Peoples Bank June 1984 - January 1995
Skills
Budgeting, Microsoft Office, Public Relations, Customer Service, Mortgage Lending, Consumer Lending, Administration, Team Leadership
Education
New England School of Financial Studies 2013 — 2014
Fitchburg State College
New England School of Banking
Citi March 2002 - Present
Citi October 2000 - March 2002
EAB July 1999 - October 2000
Fleet Bank June 1997 - July 1999
Skills
Training Delivery, Business Coaching, Leadership Development, Branch Management, Sales Management, Performance Management, Organizational..., Management Consulting, Performance Improvement, Organizational..., Talent Management, Instructor-led Training, Executive Coaching, Strategic Thinking, Instructional Design, Management Development, Emotional Intelligence
Education
State University of New York at New Paltz 1995 — 1997
Bachelor's degree, Organizational Communications
Farmingdale State University of New York 1993 — 1995
Associate's degree, Business Administration and Management, General
Eagle National Bank January 2008 - Present
Citizens Bank January 2005 - January 2008
Citizens Financial Group 2005 - 2007
Beneficial Savings Bank January 2002 - January 2005
Fleet Bank January 1994 - January 2002
Regent National Bank 1992 - 1994
Skills
Financial Risk, Risk Management, Retail Banking, Banking, Leadership, Credit, Loans, Business Development, Bank Secrecy Act, Commercial Banking, Credit Analysis, Management, Mortgage Lending, Financial Services, Enterprise Risk..., Finance, Financial Analysis
Education
Fairfield University 1973 — 1977
BA, History
HP Autonomy May 2011 - Present
Bank of America October 2006 - March 2009
Citizens Bank April 2004 - October 2006
Citizens Bank May 2003 - April 2004
Citizens Bank 2002 - 2004
Fleet Bank October 2002 - January 2003
Fleet Bank May 2001 - October 2002
Skills
Salesforce.com
Education
Framingham State University 1998 — 2002
BA, Communications
State College
Bachelors of Arts, Communication; Corporate Communication
F&M Tool and Plastics, Inc. October 2014 - Present
New England Wire Products November 2012 - October 2014
BWAY Corporation October 2010 - November 2012
Plastican 2003 - 2010
Kokusai Semiconductor Equipment Corporation November 1999 - October 2002
Wang 1995 - 1999
Fleet Bank 1994 - 1995
Skills
SAP, Process Improvement, Management, ERP, Manufacturing, ITIL, Software Engineering, CRM, Training, Cross-functional Team..., Lean Manufacturing, Continuous Improvement, Six Sigma, Operations Management, Software Design, Troubleshooting, Project Management, Leadership, Kaizen, Sage, ColdFusion, Microsoft SQL Server, Windows Server, Global Shop ERP
Education
Emmanuel College 2008 — 2010
MS, Management
Emmanuel College 1993 — 1997
BS, Business Administration, 4.0
Fitchburg State University
-, Computer Science
Bank of America 2005 - Present
Fleet Bank 1999 - 2005
NatWest 1990 - 1999
Dominion Federal Savings and Loan / TrustBank Savings 1985 - 1990
The Peoples National Bank of Leesburg / First American Bank 1982 - 1985
Education
George Mason University 1986 — 1989
Bachelor's Degree, Business Management
Northern Virginia Community College 1983 — 1986
Associate's Degree, Business Administration
BASYS Processing Inc. November 2010 - Present
Coldwell Banker Residential Brokerage April 2010 - December 2012
MiddleOak May 2003 - January 2010
Sovereign Bank March 2001 - May 2003
Firemans Fund Insurance Company June 1998 - October 2000
Fleet Bank August 1995 - June 1998
The Bank of New York July 1990 - August 1995
The Annuity Agency of New York July 1994 - December 1994
Skills
Real Estate, Training
Education
Fordham University 1986 — 1990
BA, Economics, Political Science
Wrentham Co-operative Bank December 2012 - Present
Bank of America October 2010 - November 2012
Fleet Bank January 1999 - September 2005
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Customer Service, Finance, Sales
Education
Framingham State College
American Credit Counseling Inc. December 2005 - Present
Pro Home 2002 - 2005
Fleet Bank 1999 - 2002
American Credit counseling Service 1996 - 1999
Jack Conway 1991 - 1995
Skills
Budgeting, Problem Solving, Expense Budgeting, Credit Counseling, Budgets, Public Speaking, Small Business, Non-profits, Credit, Coaching, Mortgage Lending, Real Estate, Finance, Investment Properties, Nonprofits, Financial Education, Event Planning, Fundraising, HUD, Social Networking, Customer Service, Training, Marketing, Management, Team Building, Strategic Planning, Leadership, Sales Management, Loans, Negotiation, Social Media Marketing, Financial Analysis, Banking, Sales, Insurance, FHA, Time Management, Business Planning, Mortgage Banking, Mutual Funds, Refinance, Marketing Strategy, Business Development, Residential Mortgages, Entrepreneurship, Investments, Selling, Strategic Financial..., Analysis, Reverse Mortgages
Education
Fisher College 1980 — 1994
BA, Business
TD Bank September 2010 - Present
Bank of America Private Bank Relationship Center October 2006 - September 2009
Bank of America Private Bank March 2002 - October 2006
Fleet Bank January 2000 - March 2002
Education
Emory University
MBA, marketing major
Northwestern University
Bachelor of Science, Journalism
Navico Inc. May 2004 - Present
Darden Restaurants August 2001 - May 2004
Fleet Bank July 1999 - August 2001
Education
Framingham State University 1997 — 1999
Business Managment
Cambridge Savings Bank December 1994 - Present
Fleet Bank 1991 - 1994
Bank of New England 1983 - 1991
Skills
Banking, Organizational..., Performance Management, Mortgage Lending, Talent Management, Loans, Credit, Coaching, Leadership, Training, Retail Banking, Management, Financial Services, Commercial Banking
Education
Emerson College
BS Drama
Yale School of Management
MPPM (MBA)
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
DZ Bank June 2001 - Present
Rabobank November 1993 - June 2000
Fleet Bank 1991 - 1993
Nat West USA 1979 - 1991
Skills
Credit, Loans, Capital Markets, Credit Analysis, Credit Risk, Management, Financial Analysis
Education
SUNY Purchase 2011 — 2012
Certificate, Nonprofit Management
SUNY Purchase 2010 — 2011
Advanced Certificate, Fundraising and Development
Fordham University - Graduate School of Business Administration 1980 — 1982
MBA, Finance
Georgetown University 1974 — 1978
BSBA, Finance
Georgetown University
BSBA, Banking, Corporate, Finance, and Securities Law
Georgetown University - The McDonough School of Business
BSBA, Finance
CDPHP February 2012 - Present
KeyBank 2000 - 2011
Fleet Bank 1997 - 2000
Empire Blue Cross and Blue Shield 1989 - 1997
Skills
Cobol, DB2/SQL, IMS DB/DC, Ab Initio, Actuate, Eztrieve, DB2, SQL, VSAM, JCL, TSO, Insync, Endevor, SCLM, TWS, Technical Analysis, Quality Assurance, SDLC
Education
Fairleigh Dickinson University
BS, Business Management
Stearns Lending February 2012 - Present
MetLife Home Loans December 2008 - January 2012
National City Mortgage August 1996 - December 2008
Fleet Bank 1994 - 1996
M-West Mortgage 1987 - 1994
Skills
FHA, Mortgage Banking, Mortgage Lending, Residential Mortgages, VA loans, Loan Origination, Refinance, FHA financing, Loans, Government Loans, Reverse Mortgages, USDA, Certified Mortgage..., Home Equity Loans, FHA Financing, VA Loans, Real Estate Financing
Education
Florida Atlantic University
M.A., Economics
University of Geneva, Geneva, Switzerland
B.A., Economics
Bohler Engineering October 2011 - Present
Whitney & Gore Financial Services January 1999 - October 2011
Fleet Bank 1990 - 1997
Skills
Civil Engineering, Land Development, Microsoft Excel, Process Scheduler, Microsoft Office, Construction Management, PowerPoint
Education
Harford Community College
Joseph P Keefe Technical High School
TAYLOR BEAN WHITAKER July 2007 - August 2009
Taylor, Bean & Whitaker July 2006 - August 2009
MortgageIT March 2001 - December 2006
MORTGAGEIT LENDING March 2001 - December 2006
Fleet Bank May 1997 - March 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Mortgage Banking, Mortgage Lending, Conventional, Fha &203k...
Education
Fisher College 1993 — 1995
Associate of Science (A.S.), Hotel/Motel Administration/Management
Lasell College
Bachelor of Science degree, Business Administration, and Hotel Travel/TourismAdministration
Griffin Spalding Board of Education 2004 - Present
Payroll Specialist September 2000 - June 2002
Fleet Bank October 1996 - February 2000
Skills
Mental Health, Adolescents, Crisis Intervention, Psychology, Mental Health Counseling, Behavioral Health, Anger Management, Interventions, Behavior Modification, Developmental..., DBT, Parent Education, Autism Spectrum..., Dual Diagnosis
Education
Fort Valley State University 2013 — 2016
Bachelor of Applied Science (BASc), Psychology
Mohawk Valley Community College 1993 — 1995
Associate of Arts and Sciences (AAS), Human Services
The Coca-Cola Company December 2010 - August 2012
Spherion July 2010 - December 2010
Kroger October 2005 - October 2010
Avaya Government Solutions June 1997 - December 2008
Fleet Bank May 1998 - November 1998
Comcast February 1996 - June 1997
Prudential Insurance Company August 1992 - February 1996
Provident Savings Bank September 1989 - February 1996
Skills
SAP, WAWF, EDA, Ariba, GSA Schedule, AS400 system, Microsoft Office, Lotus Notes, Outlook, EDI
Education
Southern New Hampshire University
Bachelor of Applied Science (BASc), HEALTHCARE MANAGEMENT
Gwinnett Technical College 2009 — 2013
Health Information/Medical Records Technology/Technician
Georgia Perimeter College 2008 — 2008
Accounting and Payroll
Account Temps (Rockland Trust) December 2014 - March 2015
Bank of America March 2006 - April 2014
Bank of America 2002 - 2006
Fleet Bank 2000 - 2001
Skills
Credit, Loans, Finance, Portfolio Management, Loan Servicing, Customer Service, Due Diligence, Financial Reporting, Financial Analysis, Commercial Banking, Management, Banking, Commercial Lending, Financial Risk, Financial Services, Leadership
Education
Framingham State University
Bachelor's Degree, Economics, Computer Science
Framingham State University
Bachelor of Arts (B.A.), Economics