Fleet Financial Group

Description

Address: 2056 E McNeese St, Lake Charles, LA 70607 Phone: (337) 478-4748Website: : Category: Hours: : : : Place name: : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fleet Investment Group Posting publicly on the Web Write a review Reviews Be the first to review

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Fleet Financial Group Employees

Employee
Years
Job
Industry
David Bywater David Bywater Greater Salt Lake City Area Details
David Bywater's Fleet Financial Group Experience May 1996 - January 1997
Job Chief Operating Officer, Vivint
Industry Consumer Electronics
Experience
Vivint  July 2013 - Present
Xerox  September 2003 - July 2013
Bain & Company  September 1999 - September 2003
Fleet Financial Group   May 1996 - January 1997
Monitor Company  February 1994 - May 1996

Education
Harvard Business School   1997 — 1999

Brigham Young University   1990 — 1993
BS, Economics

Jeff Bargerhuff Jeff Bargerhuff Las Vegas, Nevada Area Details
Jeff Bargerhuff's Fleet Financial Group Experience 1997 - 1998
Job Marketing Communications Professional
Industry Executive Office
Experience
Anthem Blue Cross Blue Shield  2008 - August 2014
Nevada State Bank  2000 - 2007
Pioneer Citizens Bank  1998 - 2000
Fleet Financial Group   1997 - 1998
Bank One, Columbus NA  1996 - 1997
Bank One, Columbus, NA   1994 - 1995
Bank One, Marion   1991 - 1994
Citicorp Mortgage, Inc,   1989 - 1991
Citicorp Mortgage Inc.  1988 - 1988

Skills
Financial Services..., Marketing Strategy, Insurance Marketing, Direct Marketing, Segmentation, Marketing Communications, Email Marketing, Competitive Analysis, Strategy, Integrated Marketing, Analytics, Cross-functional Team..., Taft-Hartley, Niche Marketing, Health Insurance, Marketing, Market Research, Digital Marketing, Strategic Planning

Education
Emory University - Goizueta Business School
Masters of Business Administration

Georgia Institute of Technology
Bachelor of Science of Industrial Management

Paul Famiglietti Paul Famiglietti Providence, Rhode Island Area Details
Paul Famiglietti's Fleet Financial Group Experience January 1996 - May 1996
Job Vice President, Tax Manager at Bank of America
Industry Accounting
Experience
Bank of America  September 1998 - Present
Allegretti Major & Company, CPA   1996 - 1998
Fleet Financial Group   January 1996 - May 1996

Skills
Tax, Tax Compliance, Financial Reporting, Accounting, Audit, Compliance, Auditing, Tax Returns, Internal Controls

Education
Bryant University   2001 — 2005
Master of Science, Taxation

Bryant University   1992 — 1996
Bachelor of Science in Business Administration, Accounting

Kevin J. Takac Kevin J. Takac Cleveland/Akron, Ohio Area Details
Kevin J. Takac's Fleet Financial Group Experience 1988 - 1997
Job Vice President Consumer Risk Management at KeyBank
Industry Banking
Experience
KeyBank  September 1997 - Present
Fleet Credit Card Services  1992 - 1997
Fleet Financial Group   1988 - 1997

Skills
Banking, Credit Risk, Credit Analysis, Data Mining, Credit, Credit Cards, Financial Risk, Loans, Strategy, Finance, Commercial Banking, Commercial Lending, Financial Services, Consumer Lending, Portfolio Management, Small Business Lending

Education
Cleveland State University   2000 — 2004
MBA, Business, Finance, Information Systems

State University of New York College at Buffalo   1987 — 1993
BS Finance, Business

Lori Weiner Lori Weiner Greater Boston Area Details
Lori Weiner's Fleet Financial Group Experience 1992 - 1994
Job Vice President Research at ITSMA
Industry Market Research
Experience
ITSMA  January 2015 - Present
CVS Caremark Corporation  July 2014 - January 2015
Applied Marketing Science  December 2010 - July 2013
ITSMA  May 2000 - January 2009
Gartner  1994 - 2000
Fleet Financial Group   1992 - 1994
Dataquest  1988 - 1992

Skills
Focus Groups, Market Research, Qualitative Research, Segmentation, Quantitative Research, SPSS, Customer Insight, Marketing Research, Competitive Intelligence, Competitive Analysis, Analytics, Survey Design, Analysis, Data Analysis, CRM, Product Development, Primary Research

Education
Isenberg School of Management, UMass Amherst   1986 — 1988
MBA, Marketing and Human Resource Management

Wellesley College   1981 — 1985
BA, Sociology, Psychology

Janice Piscitelli Janice Piscitelli Greater Boston Area Details
Janice Piscitelli's Fleet Financial Group Experience 1993 - 1996
Job Senior Vice President at RBS Citizens Group
Industry Financial Services
Experience
RBS Citizens  August 2012 - Present
RBS Citizens  September 2011 - August 2012
Fidelity Investments  2007 - 2010
Fidelity Investments  2004 - 2007
Fidelity Investments  1999 - 2004
Fidelity Investments  1996 - 1999
Fleet Financial Group   1993 - 1996
Fleet Financial Group - RECOLL Management   1991 - 1993
Maine Savings Bank   1988 - 1991

Skills
Leadership, Program Management, Management Consulting, Strategy, Cross-functional Team..., Negotiation, PMO, Strategic Planning, Financial Services, Risk Management, Budgets, Product Development, Financial Risk, Banking, Business Analysis, Change Management, Investments, Management, Mergers & Acquisitions, Securities, Outsourcing, Vendor Management, Project Management

Education
Marylhurst University
Bachelor of Science (B.S.), Business Management

James P. Martin, CFP®, CRPC, MBA James P. Martin, CFP®, CRPC, MBA Hartford, Connecticut Area Details
James P. Martin, CFP®, CRPC, MBA's Fleet Financial Group Experience July 1987 - June 1999
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors  July 1999 - Present
Fleet Financial Group   July 1987 - June 1999

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1987 — 1990
MBA, Financial Services

Bryant University   1981 — 1985

Canton High School

Alan Hitchcock Alan Hitchcock Feeding Hills, Massachusetts Details
Alan Hitchcock's Fleet Financial Group Experience December 2001 - January 2003
Job Product Advisor at Sears Hometown Hadley MA
Industry Marketing and Advertising
Experience
Sears Hometown Stores  October 2014 - Present
Big E Department of Agriculture and Education   September 2014 - September 2014
Jos. A. Bank Clothiers   September 2013 - December 2013
alhitch IT contracts   May 2011 - October 2013
Mass Mutual Financial Group  2004 - May 2009
Fleet Financial Group   December 2001 - January 2003
Fleet Financial Group   2003 - 2003
CIGNA  2001 - 2001
Fleet Financial Group   December 1999 - August 2000
CIGNA  January 1999 - November 1999

Skills
COBOL, Mainframe, Insurance, Business Analysis, SDLC, Program Management, Data Warehousing, Analysis, Vendor Management, Process Improvement

Education
Castleton University   1976 — 1979
BA, Small Business Management

Springfield Technical Community College   2010 — 2010
Certificate, VB 6.0, 4.0

Holyoke Community College   1974 — 1976
AS, Retail Management

Donna Alexander Donna Alexander Providence, Rhode Island Area Details
Donna Alexander's Fleet Financial Group Experience 1997 - 1999
Job SVP, Head of Consumer Accounting at Citizens Financial Group, Inc.
Industry Financial Services
Experience
John Hancock Financial Services  January 2013 - June 2014
John Hancock Financial Services  November 2011 - January 2013
John Hancock Financial Services  August 2008 - November 2011
John Hancock Financial Services  June 2005 - July 2008
Sun Life Financial  2001 - 2005
Sun Life Financial  1999 - 2001
Fleet Financial Group   1997 - 1999
Fleet Financial Group   1995 - 1997
Fleet Financial Group   1994 - 1995

Skills
Financial Analysis, Strategic Financial..., Financial Services, Financial Modeling, Financial Reporting, Internal Controls, Accounting, Risk Management, Sarbanes-Oxley Act, Finance, Business Analysis, Insurance, IT Financial Management, Project Portfolio..., Cost Benefit Analysis, Vendor Management, Financial Risk, Cost Benefit, Financial Planning

Education
Siena College   1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting

Peter Culhane Peter Culhane Walpole, Massachusetts Details
Peter Culhane's Fleet Financial Group Experience June 1993 - April 1997
Job Financial Services Professional
Industry Financial Services
Experience
Sterling Education  August 2014 - October 2014
Bank of America  April 2004 - June 2013
FleetBoston Financial Corporation  April 1997 - April 2004
Fleet Financial Group   June 1993 - April 1997
Shawmut National Corporation  1987 - 1993
Shawmut Bank N.A.   1985 - 1987
Westvaco-U.S. Envelope Division   1984 - 1985
Westvaco-U.S. Envelope Division   1981 - 1983

Skills
Financial Analysis, Finance, Risk Management, Investments, Management, Strategy

Education
University of Notre Dame   1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.3 GPA

Baylor University   1977 — 1981
Bachelor's Degree, Marketing/Marketing Management, General, 3.0 GPA

Joe Pedorella, CTP, MBA Joe Pedorella, CTP, MBA Providence, Rhode Island Area Details
Joe Pedorella, CTP, MBA's Fleet Financial Group Experience August 1992 - October 1999
Job VP Pricing, Strategy & Analytics at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc.   May 2015 - Present
Ahold  October 2014 - May 2015
The Hanover Insurance Group  August 2012 - August 2014
CVS Caremark  September 2002 - July 2012
CVS Realty Co   October 1999 - September 2002
Fleet Financial Group   August 1992 - October 1999
Bank of Boston  June 1990 - August 1992
Electronic Data Systems  August 1988 - February 1990
EDS Group  1988 - 1990

Skills
Strategic Financial..., Cash Management, Process Improvement, Financial Modeling, Cash Flow Forecasting, Capital Budgeting, Forecasting, Finance, Treasury Management, Financial Reporting, Financial Metrics, Microsoft Office, Hyperion Planning, P&L Analysis, Balance Sheet Review, Valuation Modeling, Long Range Financial..., Cash Flow Statements, Post Audits, Return on Investment, User Productivity Kit, Equipment Leasing, Variance Analysis, Hyperion HFM, Essbase, Budgets, Analysis, Financial Planning, Accounting, Auditing, Financial Analysis

Education
Bryant University   1993 — 1997
MBA, Accounting

University of Hartford   1987 — 1988
BSBA, Cum Laude, Economics, Finance

American International College   1984 — 1986
Finance

Rocky Hill   1980 — 1984

Donna Resmini Donna Resmini Providence, Rhode Island Area Details
Donna Resmini's Fleet Financial Group Experience February 1998 - July 2000
Job Marketing Operations at Resmini Law Associates LLC
Industry Health, Wellness and Fitness
Experience
Resmini Law Associates LLC   October 2009 - Present
Body Renaissance LLC   December 2000 - December 2011
Fleet Financial Group   February 1998 - July 2000
Fleet Financial Group   June 1995 - June 1997
Fleet Bank  April 1992 - September 1994

Skills
Leadership, Consulting, Project Management, Management, Program Management, Finance, Human Resources, Coaching, Sales, Strength Training, Entrepreneurship, Healthcare, New Business Development, Pilates, Leadership Development, Market Research, Retail Banking, Account Management, Team Leadership, Wellness, Marketing

Education
Merrithew Health and Fitness (Stott Pilates)   2000 — 2003
Certification, Pilates Mat & Equipment

Providence College   1978 — 1982
BS, Business Administration, Marketing

Richard St. Jacques Richard St. Jacques Providence, Rhode Island Area Details
Richard St. Jacques's Fleet Financial Group Experience September 1994 - May 1995
Job Director of eCommerce at Blue Hills Bank
Industry Information Technology and Services
Experience
Blue Hills Bank  August 2015 - Present
FIS Global  September 2013 - August 2015
SimpleTuition  April 2011 - September 2013
Citizens Financial Group/Royal Bank of Scotland   June 2010 - April 2011
Citizens Financial Group/Royal Bank of Scotland   May 2003 - June 2010
Citizens Financial Group/Emerging Channels   May 2002 - May 2003
Citizens Financial Group/Mortgage Corporation   February 1998 - May 2002
Citizens Financial Group/Risk Systems   April 1997 - February 1998
FLEET INVESTMENT SERVICES  May 1995 - April 1997
FLEET FINANCIAL GROUP   September 1994 - May 1995

Skills
Strategy, Analytics, E-commerce, Project Management, Business Intelligence, Analysis, Banking, Management, Integration, Business Strategy, Portfolio Management, Business Analysis, Product Development, P&L Management, New Business Development, Executive Management, Contract Negotiation, Strategic Planning, Cross-functional Team..., Start-ups, Risk Management, Budgets, Product Management, Data Warehousing, Team Building, Process Improvement, Sales, Vendor Management, Training, Project Planning, Product Launch, Development Planning, Budgeting, Planning, Negotiation, Operations Management, E-business, Mining, Competitive Analysis, Online Marketing, Data Analysis, SEO, Retail, Strategy Development, ATM/Debit Payments...

Education
Bryant University   1989 — 1995
MBA, Accounting

Bryant University   1987 — 1989
BS in BA, Finance

Defense Language Institute   1984 — 1984
Germanic Languages, Literatures, and Linguistics

Stony Brook University   1981 — 1982
Pre-Law Studies

Saint Raphael Academy, Pawtucket RI   1977 — 1980
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Ten through Twelve

Iranzamin International School, Tehran, Iran   1976 — 1977
None, College/University Preparatory and Advanced High School/Secondary Diploma Program, Grade Nine

Tehran American School, Tehran, Iran   1976 — 1976
Elementary and Middle School, Grade Eight

Barbara Roos Barbara Roos Portsmouth, Rhode Island Details
Barbara Roos's Fleet Financial Group Experience 1996 - 1999
Job Office Administration, HR WorkLife, Training and Benefits
Industry Health, Wellness and Fitness
Experience
Home Healthsmith LLC   May 2014 - April 2015
Home Healthsmith LLC   February 2014 - May 2014
Trinity Episcopal Church, Newport, RI   March 2010 - May 2014
SEA CORP  February 2009 - February 2010
St. Philomena School  September 2007 - February 2009
Human Resources Consultant  1999 - 2007
Fleet Financial Group   1996 - 1999
Fleet Financial Group   1993 - 1996
Goldman Sachs  January 1989 - March 1993
Goldman Sachs  May 1986 - December 1988

Skills
Office Administration, Human Resources, Volunteer Management, Event Planning, Management, Editing, Community Outreach, Employee Benefits, Nonprofits, Libraries, Teaching, Public Speaking, Research, Strategic Planning

Education
Bryant University
HR Certificate, Human Resources

Seton Hall University
Business and Finance

Robert E. Pirri, Esq. Robert E. Pirri, Esq. Providence, Rhode Island Area Details
Robert E. Pirri, Esq.'s Fleet Financial Group Experience May 1996 - 2000
Job SENIOR VICE PRESIDENT National Fiduciary Philanthropic Manager at US Trust
Industry Financial Services
Experience
US Trust  April 2011 - Present
Bank of America Merrill Lynch  July 2009 - April 2011
Bank of America  August 2006 - July 2009
Bank of America  February 1999 - August 2006
Fleet Financial Group   May 1996 - 2000
JWU  1990 - 1994
JWU  1990 - 1994
JWU  1990 - 1994

Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Alternative Investments, Mutual Funds, Series 7, Fixed Income, Strategic Financial..., Banking, Retirement Planning, Estate Planning

Education
Roger Williams University School of Law   1993 — 1997
Juris Doctorate, Law

The Ohio State University   1988 — 1990
Masters, Organizational Communication

Stonehill College   1984 — 1988
Bachelor of Arts, Comunication and Psychology, Cum Laude graduate

Bishop Connolly

Paula E. Cohen Paula E. Cohen Portland, Connecticut Details
Paula E. Cohen's Fleet Financial Group Experience April 1987 - July 1994
Job Financial Advisor with the practice of James McCabe, Business Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1994 - Present
Fleet Financial Group   April 1987 - July 1994

Education
American University   1980 — 1982
Master of Business Administration (M.B.A.), Managerial Economics

Marywood University   1976 — 1978
Business Administration

Christopher J. Carney Christopher J. Carney Greater Boston Area Details
Christopher J. Carney's Fleet Financial Group Experience 1994 - 1999
Job President at CJC Security & Risk Consulting Associates LLC
Industry Security and Investigations
Experience
CJC Security and Risk Consulting Associates LLC   2013 - Present
Financial Crime Partners   2013 - Present
Diebold, Incorporated  2012 - 2013
Diebold, Incorporated  2011 - 2012
ADT Security Services  2004 - 2011
SYFACT North America / SYFACT International B.V.   2000 - 2004
FLEET Financial Group   1994 - 1999
Fleet Bank  1991 - 1994
Bank of New England  1984 - 1991

Skills
Security+, Access Control, Business Continuity, Physical Security, Surveillance, Risk Assessment, Risk Management, Risk Mitigation, Risk, Protection, Background Checks, Solution Design, Disaster Recovery, Cards, Enterprise Risk..., Risk Analysis, Team Building, Security Management, Solution Selling, Fraud, Investigations, Crisis Management, Strategic Partnerships, Contract Negotiations, P&L Management, New Business Development, Executive Management, Strategy Development, Due Diligence, Policy, Strategic Planning, Planning, Government Liaison, Product Management, Security, Strategy, Private Investigations, Financial Risk, Contract Negotiation, Biometrics, Investigation, Corporate Security, Security Operations, Security Awareness, CCTV, Alarm Systems, Project Planning, CRM, Operations Management, Vulnerability Assessment

Education
Suffolk University   1974 — 1979
BS, Criminology

Xaverian Brothers High School   1970 — 1974

Frieda Lewis Frieda Lewis Greater New York City Area Details
Frieda Lewis's Fleet Financial Group Experience 1986 - 2000
Job Managing Director, Global Relationship Management & Chief Diversity Officer
Industry Financial Services
Experience
Broadridge Financial Solutions  May 2008 - Present
IFMG Securities Inc a division of SunLife   February 2004 - May 2006
Bankmark a division of Mellon Financial   January 2002 - February 2004
Fleet Financial Group   1986 - 2000

Education
City University of New York-Baruch College - Zicklin School of Business   1989 — 1991
MBA

City University of New York-Herbert H. Lehman College
Bachelor of Arts (B.A.), Psychology

David Salit David Salit Providence, Rhode Island Details
David Salit's Fleet Financial Group Experience May 1993 - June 1999
Job Managing Director, Private Client Advisor
Industry Investment Management
Experience
U.S. Trust   March 2011 - Present
U.S. Trust, Bank of America Private Wealth Management   March 2008 - March 2011
Bank of America  July 1999 - March 2008
Fleet Financial Group   May 1993 - June 1999
KPMG US  September 1989 - May 1993
KPMG US  August 1987 - August 1989

Education
Georgetown University   1983 — 1987
Bachelor of Business Administration (B.B.A.)

Frank Spellman Frank Spellman Greater Boston Area Details
Frank Spellman's Fleet Financial Group Experience 1989 - 1995
Job Chief Financial Officer at The Kessler Group
Industry Financial Services
Experience
The Kessler Group  2009 - Present
The Kessler Group  2005 - 2008
The Kessler Group  2002 - 2005
Fleet Financial Group   1989 - 1995

Skills
Forecasting, Financial Modeling

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 1997
MBA

College of the Holy Cross   1984 — 1988
BA, Economics, Pre-Med

Filomena Iocco DiGiovanni Filomena Iocco DiGiovanni Greater Boston Area Details
Filomena Iocco DiGiovanni's Fleet Financial Group Experience 1997 - 2004
Job VP, Product Manager, Citizens Bank
Industry Banking
Experience
Citizens Bank  October 2005 - Present
RBS Citizens  February 2009 - October 2010
RBS Citizens  March 2005 - January 2009
Bank of America / Fleet   September 1986 - December 2004
Bank of America  2003 - 2004
Fleet Financial Group   1997 - 2004
Fleet Bank  1986 - 2002

Skills
Product Management, Revenue Management, Pricing, ACH, Banking, Cash Management, Internet Banking, Liquidity Management, Revenue Analysis, Commercial Banking, Vendor Management, Treasury Management, Payments, Electronic Payments, Financial Risk, Financial Services, Financial Institutions, Financial Transactions, Cross Selling, Risk Management, Treasury Services, Commercial Lending, Relationship Management, SWIFT payments, Retail Banking

Education
Suffolk University   1982 — 1986
B.S.

Daniel Rivers Daniel Rivers Greater Boston Area Details
Daniel Rivers's Fleet Financial Group Experience 1989 - 1999
Job CoFounder, Managing Director at Essential Capital
Industry Investment Management
Experience
Essential Capital   October 2010 - Present
NASP  September 2009 - Present
Nexus Alliance   February 2008 - Present
Morgan Stanley Smith Barmey   May 2009 - September 2010
Bernstein Global Wealth Management  April 2006 - November 2008
KXEN  2004 - 2006
Compete  2002 - 2004
IBM Global Services (formerly Mainspring, Inc.)   1999 - 2002
Fleet Financial Group   1989 - 1999

Skills
Investments, Asset Management, Securities, Insurance, Wealth Management, Film Finance, Private Equity, Ventuire Capital, Asset Managment, Venture Capital, Capital

Education
Dartmouth College   1985 — 1989
BA, Economics

The Roxbury Latin School   1978 — 1985

Randall Grossman Randall Grossman Lancaster, Pennsylvania Details
Randall Grossman's Fleet Financial Group Experience January 1996 - January 1999
Job Information Management and Analytics Executive
Industry Banking
Experience
Fulton Financial Corporation  September 2014 - Present
First Niagara Bank  July 2012 - May 2014
Bank of America  May 2011 - July 2012
HSBC Mortgage Corporation  November 2004 - April 2010
-  March 2002 - October 2004
Bank One Corporation  January 1999 - January 2002
Fleet Financial Group   January 1996 - January 1999
Shawmut Bank  December 1993 - January 1996
The MAC Group  May 1982 - December 1993

Skills
Strategy, CRM, Risk Management, Analytics, Analysis, Process Improvement, Management, Leadership, Banking, Data Analysis, Business Strategy, Forecasting, Program Management, Financial Modeling, Mergers & Acquisitions, Credit, Finance

Education
University of Pennsylvania - The Wharton School   1986 — 1988
MBA, Decision Science & Marketing

Harvard University   1980 — 1982
Doctoral Study, Economics

Ohio University   1974 — 1978
B.S., Economics, Mathematics

Natalya V. Yaroshenko Natalya V. Yaroshenko Providence, Rhode Island Area Details
Natalya V. Yaroshenko's Fleet Financial Group Experience 1997 - 1998
Job SVP, Director, Operational Risk Management at RBS Citizens
Industry Banking
Experience
RBS Citizens  September 2008 - Present
Equifax  2004 - September 2008
FleetBoston Financial  2000 - 2004
Citizens Financial Group  1998 - 2000
Fleet Financial Group   1997 - 1998
Bank of Boston  1996 - 1997
Bank of Boston  1994 - 1996
Bank of Boston  1992 - 1994

Skills
Credit Risk, Operational Risk..., Basel II, Operational Risk, Risk Management, Financial Risk, Credit, Portfolio Management, Financial Services, Loans, Enterprise Risk..., Internal Audit, Strategy, Analytics, Banking, Management, Finance, Data Governance, Business Intelligence, Executive Management, Leadership, Data Management

Education
Johnson & Wales University   1990 — 1994
MS, Accounting

Kiev Polytechnic Institute   1983 — 1989
MS, Computer Science

Jen-Lun Yuan Jen-Lun Yuan Greater Boston Area Details
Jen-Lun Yuan's Fleet Financial Group Experience 1998 - 2000
Job Senior Quantitative Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  February 2004 - Present
Fleet Boston Financial  1998 - 2004
Bank of America  1998 - 2004
Fleet Financial Group   1998 - 2000

Skills
Quantitative Research, Quantitative Investing, Financial Risk, Portfolio Optimization, Portfolio Analytics, Fund Of Funds, Mutual Fund Alpha, Algorithmic Trading, Equity Trading, Trade Analytics, Futures Trading, Tactical Asset..., Options Strategies, Financial Engineering, Marketing Analytics, Custom Solution, ALM, Stochastic Control, Nonlinear Dynamics, Signal Processing, Neural Networks, Financial Modeling, Equities, Portfolio Management, Bloomberg, Risk Management, Derivatives, Asset Allocation, Capital Markets, Hedge Funds, Monte Carlo Simulation, Trading System, Asset Management, Fixed Income

Education
Cornell University   1989 — 1994
Ph.D., Electrical Engineering

University of Maryland College Park   1987 — 1989
Master’s Degree, Electrical Engineering

National Taiwan University   1981 — 1985
Bachelor’s Degree, Information Engineering

P. Todd Pickens P. Todd Pickens Hartford, Connecticut Area Details
P. Todd Pickens's Fleet Financial Group Experience March 1993 - June 1995
Job ORGANIZATIONAL EFFECTIVENESS at Hartford | STRATEGIC PLANNING | CHANGE MANAGEMENT | LION
Industry Management Consulting
Experience
Connecticut Commission on Culture & Tourism   September 2007 - Present
PTP & Associates--Not-For-Profits   September 2001 - Present
PTP & Associates--For-Profits   September 2001 - Present
Hybrid Insurance Group   August 2013 - November 2013
Eli Lilly and Company  May 2000 - September 2001
Eli Lilly and Company  September 1999 - May 2000
PTP Consulting   June 1995 - September 1999
Fleet Community Development Corporation   November 1993 - June 1995
Fleet Financial Group   March 1993 - June 1995
Office of U.S. Senator Christopher J. Dodd   September 1991 - March 1993

Skills
Strategic Planning, Executive Management, Marketing, Marketing Communications, Advertising, Corporate Branding, Board Development, Board Relations, Legislative Issues, Program Development, Program Management, Brand Management, Brand Design, Fundraising, Staff Development, Product Development, Organizational..., Leadership Development, Speech Writing, Corporate Law, Banking, Web Design, Web Content, Grant Preparation, Grant Writing, Video Production, Motivational Speaking, Corporate Communications, Community Outreach, Financial Reporting, Diversity Training, diversity marketing, Resource Allocation, Organizational..., Grants, Policy, Public Speaking, Business Planning, Business Development, Executive Coaching, Competitive Analysis, Management, Cross-functional Team..., Community Development, Philanthropy, Nonprofits, Training, Social Entrepreneurship, Management Consulting, Small Business

Education
Harvard Law School
J.D., Law

Brown University
B.A., Classics (with honors)

Intercollegiate Center for Classical Studies (ICCS), Rome, Italy
Junior Year Abroad, Spring semester, Classics

Saundra Loffredo Saundra Loffredo Buffalo/Niagara, New York Area Details
Saundra Loffredo's Fleet Financial Group Experience 1995 - 1997
Job Director of Student & Alumni Affairs at Roswell Park Cancer Institute
Industry Education Management
Experience
Roswell Park Cancer Institute  2012 - Present
Accrediting Council for Independent Colleges & Schools (ACICS)   2007 - 2013
The Parachute Group   June 2011 - March 2012
Everest Institute  2007 - 2011
Everest Institute  2004 - 2007
Everest Institute  2002 - 2004
Everest Institute  1997 - 2002
Fleet Financial Group   1995 - 1997
Fleet Services Corporation  1992 - 1995
Chase  1990 - 1992

Skills
Career Counseling, Resume Writing, Training, Career Development, Student Affairs, Employee Training, Higher Education, Adult Education, Staff Development, Interviews, Coaching, Recruiting, Leadership Development, Management, Program Management, Policy, Instructional Design, Academic Advising, Program Development, Academic Administration, Student Development, Project Management, Curriculum Development, Admissions, Human Resources, Teaching, Public Speaking, Job Search Strategies, Accreditation, Enrollment Management, Organizational..., Training Delivery, Community Outreach, Curriculum Design, Student Recruiting, Retaining Customers, Student Financial Aid, Alumni Relations, Job Search, New Hire Orientations, Student Engagement, Higher Education..., College Relations, Seeing The Big Picture, Detail Orientation, Student Services, Mock Interviews, Training & Development, Project Execution

Education
Nova Southeastern University   2006 — 2010
Doctoral Coursework

Buffalo State College   2001 — 2003
M.S.

St. John Fisher College
B.S.

Sheila Reilly Sheila Reilly Providence, Rhode Island Area Details
Sheila Reilly's Fleet Financial Group Experience 1989 - 1995
Job Market Research Freelance Professional
Industry Market Research
Experience
Sheila Reilly   May 2015 - Present
TNS Global  April 2012 - April 2015
Reilly Group   April 1995 - April 2012
Fleet Financial Group   1989 - 1995
Pepsi Cola USA  1984 - 1989

Skills
Meeting facilitation, Site location research, Brainstorming/ Idea..., Focus group..., Customer..., Depth interviews, Executive interviewing, Research Project..., Research project..., Presentation Preparation, PowerPoint, Microsoft Office suite, database management, Data Mining, Marketing..., Product Development, Product testing, concept testing, Concept Development, Market Research, Qualitative Market..., loyalty programs..., Focus Groups, Consumer Insights, Research, Advertising Research, Marketing Communications, Planning, Qualitative Research, Marketing Research, Quantitative Research, Consumer Behavior, Online Research, Marketing Strategy, Survey Design, Primary Research, Analytics, Research Design, Report Writing, Brand Equity, Strategic Planning, Competitive Intelligence, Data Analysis, Usability Testing, Statistics, Advertising, Competitive Analysis, Analysis, Customer Relations, Excel

Education
Wellesley College   1977 — 1980
B.A, humanities

Hampshire College

David Potts David Potts Greater Boston Area Details
David Potts's Fleet Financial Group Experience 1993 - 2000
Job Director Commercial Operations, SVP at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   February 2014 - Present
Santander Bank, N.A.   2000 - January 2014
Sovereign Bank  2000 - 2003
FLEET FINANCIAL GROUP   1993 - 2000
RECOLL Management Corporation (Fleet Financial)   1991 - 1993
Fleet Bank  1986 - 1991

Skills
Strategic Planning, Loans, Small Business Lending, Commercial Banking, Banking, Commercial Lending, Financial Analysis, Portfolio Management, Strategy, Start-ups, Financial Services, Management, Analysis, Credit, Finance, Loan Origination, Forecasting, Underwriting, Financial Reporting, Risk Management, Credit Analysis, Credit Risk, Retail Banking, Cash Management

Education
Miami University   1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General

Brian Connolly Brian Connolly Greater Boston Area Details
Brian Connolly's Fleet Financial Group Experience 1984 - 1998
Job Strategy & Administration, Citizens Financial Group
Industry Facilities Services
Experience
Citizens Financial Group, Inc.   January 2012 - Present
Royal Bank of Scotland  April 2010 - January 2012
Royal Bank of Scotland  January 2008 - April 2010
Bank of America  April 2005 - December 2007
Bank of America  November 2003 - April 2005
Fleet Boston  1998 - 2004
Fleet Financial Group   1984 - 1998
The MAC Group  1980 - 1982

Skills
Credit Cards, Portfolio Management, Retail Banking, Relationship Management, Financial Risk, Risk Management, Merchant Services, Wealth Management, Mergers, Financial Modeling, Electronic Payments, Commercial Banking, Banking, Business Development, Credit, Credit Analysis, Executive Management, Commercial Lending, Financial Services, Investments, Loans, Management, Mergers, Strategy

Education
Yale University - Yale School of Management   1982 — 1984
MBA

Bowdoin College   1975 — 1979
BA

John P. Lane John P. Lane Saint Louis, Missouri Details
John P. Lane's Fleet Financial Group Experience April 1993 - December 1996
Job
Industry Research
Experience
Retired  May 2010 - Present
American Student Assistance  September 2004 - May 2010
Bacou-Dalloz  March 2002 - May 2004
FleetBoston Financial Group  January 1999 - June 2001
Fleet Mortgage Group  January 1997 - December 1998
Fleet Financial Group   April 1993 - December 1996
First NH Banks   1991 - 1993
Community Federal Savings & Loan   1990 - 1991
Federal Reserve Bank of St. Louis  1986 - 1990
Decision Sciences Corporation  1984 - 1986

Education
Washington University in St. Louis - Olin Business School   1982 — 1984
MBA

Boston College   1977 — 1981
BS

Rockland High School   1974 — 1977

Amy Bizar Amy Bizar Greater Boston Area Details
Amy Bizar's Fleet Financial Group Experience 1990 - 1998
Job Retired Senior Director at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors  June 2011 - December 2012
The Education Resources Institute  June 2006 - June 2011
Boston University School of Law  January 1990 - May 2011
The Reserve Funds  2003 - 2006
GE Capital  May 1998 - November 2003
Fleet Financial Group   1990 - 1998
Bank of New England  1985 - 1990
Federal Reserve Bank of Boston  1972 - 1985

Skills
Corporate Law, Corporate Governance, Banking Law, Legal Research, Privacy Law, Financial Services, Securities Regulation

Education
Boston University School of Law   1969 — 1972
J.D., Law

Susan Chapski Susan Chapski Greater Boston Area Details
Susan Chapski's Fleet Financial Group Experience 1991 - 1996
Job Human Resources Professional
Industry Human Resources
Experience
Fleet Bank  1994 - 1996
Fleet FInancial Group   1991 - 1996
Fleet Financial Group   January 1992 - January 1994

Skills
Finance, Human Resources, Management

Education
Babson College   1984 — 1988
Bachelor of Science, Finance and Investments

Meg Pier Meg Pier Greater Boston Area Details
Meg Pier's Fleet Financial Group Experience April 1992 - February 1996
Job CoFounder & Partner at Life Lessons & Memories
Industry Publishing
Experience
Life Lessons & Memories   January 2013 - Present
ViewfromthePier   April 2009 - Present
ViewfromthePier   June 2004 - Present
Eaton Vance  May 1999 - January 2008
Scudder Investments  February 1996 - May 1999
Fleet Financial Group   April 1992 - February 1996

Skills
Editing, Blogging, Journalism, Social Media, Public Relations, Media Relations, Writing, Public Speaking, Newspapers, Editorial, Photography, Storytelling, Interviews, Creative Direction, Graphic Design, Marketing Communications, Corporate Communications, Magazines, Publishing, Marketing

Education
New England College   1978 — 1982
B.A., Psychology

Dan Cox Dan Cox Greater New York City Area Details
Dan Cox's Fleet Financial Group Experience 1994 - 1998
Job Global Director, Performance and Reward at Towers Watson
Industry Human Resources
Experience
Towers Watson  December 2013 - Present
Towers Watson  May 2011 - December 2013
Thomson Reuters  2008 - 2011
Thomson  2004 - 2008
Crompton  1998 - 2004
Fleet Financial Group   1994 - 1998
Towers Perrin  1988 - 1994
Young & Rubicam  1984 - 1988
Citytrust Bank  1981 - 1984

Skills
Talent Management, Employee Engagement, Deferred Compensation, Executive Pay, Personnel Management, HRIS, Human Resources, Project Planning, Project Management, Employee Relations, Employee Benefits, HR Consulting, Organizational..., Change Management, Workforce Planning, Incentive Programs, Salary, Strategic HR, Mergers, BPO, Compensation & Benefit, Outsourcing, Performance Management, Leadership, Compensation Structures, Onboarding, HR Policies, SAP HR, Executive Compensation, HR Transformation, Strategy, Management, Program Management, Job Evaluation, Recruiting, Consulting, Succession Planning, Organizational Design, Talent Acquisition, Organizational..., Benefits Administration, Policy, PeopleSoft, College Recruiting, Applicant Tracking..., Labor Relations, Job Descriptions, Mergers & Acquisitions

Education
University of Bridgeport   1985 — 1987
MBA, Human Resources Managment

Juniata College
BS, Business

Debra Mascott Debra Mascott Greater Boston Area Details
Debra Mascott's Fleet Financial Group Experience January 1993 - January 1995
Job eLearning Director at Research Rockstar
Industry Information Technology and Services
Experience
Research Rockstar   October 2014 - Present
DMascott Training & Consulting Group   April 2009 - Present
ADAPT  June 2010 - May 2014
Libman Education   July 2013 - February 2014
Illumina-Interactive  May 2012 - January 2013
Natick Council of Aging - Wisdom Works Program   January 2010 - April 2010
MetroWest Medical Center  July 1995 - April 2009
A Suitable Image   2005 - 2009
Fleet Financial Group   January 1993 - January 1995
Newbury College  January 1992 - January 1994

Skills
Articulate, Captivate..., Email Marketing, Database Design, Instructional Design, E-Learning, Training, Social Media, Captivate, Technical Writing, Public Speaking, Project Management, Dreamweaver, Consulting, PowerPoint, Access, Team Building, Adobe Acrobat, Coaching, Organizational..., Microsoft Office, Teaching, HTML, Strategic Planning, Management, Software Documentation, Analysis, Healthcare, Web Design, Needs Analysis

Education
University of Massachusetts Boston   2011 — 2014
Graduate Certificate (current), Instructional Design

Suffolk University - Sawyer Business School   1986 — 1989
M.B.A., Marketing

Clark University   1976 — 1980
B.A., American Studies

Richard Duncan Richard Duncan Greater Los Angeles Area Details
Richard Duncan's Fleet Financial Group Experience May 1984 - May 1994
Job
Industry Financial Services
Experience
Wells Fargo Home Mortgage  September 2014 - Present
Wells Fargo Home Mortgage  August 2009 - September 2014
Bank of America  July 2004 - February 2009
Richard Duncan Mortgage Banking Consulting   August 2002 - July 2004
Centex Corp.   September 2000 - August 2002
Resource Bancshares Mortgage Group, Inc (RBMG)   May 1994 - May 2000
Fleet Financial Group   May 1984 - May 1994
American Federal FSB   May 1974 - May 1984

Skills
Investor Relations, Strategic Planning, Team Building, Strategic Partnerships, Mortgage Banking, Start-ups, Loan Origination, Mortgage Lending, FHA, Risk Management, Credit, Loans, Consumer Lending, Management, Strategy, Leadership, Executive Management, Residential Mortgages, Banking, Marketing, Business Analysis, Negotiation, Underwriting, Sales, Sales Management, Program Management, Finance, Customer Service, Credit Analysis, Mortgage Servicing, FHA financing, Commercial Lending, Refinance, Financial Services, Loss Mitigation, Investments, Portfolio Management, USDA, Government Loans, Construction Loans, Mortgage Underwriting, VA loans, Loan Servicing

Education
Clemson University   1971 — 1974
BS

David Bragdon David Bragdon Portland, Maine Area Details
David Bragdon's Fleet Financial Group Experience February 1995 - January 1997
Job Public Relations and Government Affairs Consultant
Industry Public Relations and Communications
Experience
Public Relations and Government Affairs Consulting   September 2006 - Present
Gallagher, Callahan & Gartrell, P.C.   September 2005 - September 2006
Maine Department of Professional and Financial Regulation   April 2003 - September 2005
Maine Science and Technology Foundation   August 2000 - April 2003
Speaker of the Maine House of Representatives   January 1997 - August 2000
Fleet Financial Group   February 1995 - January 1997
U.S. Senate Majority Leader George Mitchell   1992 - 1995
National Commission Against Drunk Driving   1988 - 1992
Catholic Relief Services  1984 - 1985

Skills
Policy Analysis, Government Relations, Media Relations, Strategic Communications, Crisis Communications, Corporate Communications, Non-profits, Message Development, Lobbying, Nonprofits, Program Management, Public Policy, Community Outreach, Grant Writing, Policy, Community Development, Government, Fundraising, Legislative Relations, Public Affairs, Speech Writing, Editing, Public Speaking, Grants, Legislation

Education
London School of Economics and Political Science   1986 — 1987
Master of Science (M.Sc.)

Georgetown University   1980 — 1984
B.S., International Relations

Meredith MarcAurele Meredith MarcAurele Providence, Rhode Island Area Details
Meredith MarcAurele's Fleet Financial Group Experience 1993 - 1996
Job Human Resources Professional
Industry Human Resources
Experience
FleetBoston Financial (Bank of America)   1996 - 2002
Fleet Financial Group   1993 - 1996
Fleet Credit Corporation  1990 - 1993

Skills
Succession Planning, Public Speaking, Performance Management, Recruiting, Employee Relations, Talent Management, Mergers, Human Resources, Deferred Compensation, Onboarding, Project Management, Organizational..., Banking, Coaching, Leadership Development, Change Management, HRIS, Talent Acquisition, Training, Executive Management, Employee Benefits, Employment Law, Organizational..., PeopleSoft, Career Counseling, Interviews, Organizational Design, Team Building, Leadership, Executive Coaching, New Hire Orientations, HR Consulting, Management, Employee Engagement, Labor Relations, Process Improvement, Policy, Applicant Tracking..., Employee Training, Strategic Planning, Budgets, Benefits Administration, Strategy, Career Development, Workforce Planning, Management Consulting, HR Policies, Finance, Executive Search, Payroll

Education
Providence College   1986 — 1990
B.S., Finance

Toll Gate HS

Peter J. Chudzinski, Jr Peter J. Chudzinski, Jr Albany, New York Area Details
Peter J. Chudzinski, Jr's Fleet Financial Group Experience May 1988 - December 1999
Job Available Project Manager
Industry Telecommunications
Experience
Black Box Network Services  February 2014 - August 2015
eCLIPSE Network Solutions   June 2012 - February 2014
Federal Engineering, Inc.   December 1999 - May 2012
Fleet Financial Group   May 1988 - December 1999

Skills
Project Management, IT Sales, IP CCTV, IT Procurement, Contract Negotiation, RFP Development and..., Government Proposals, Contract Management, Telecommunications, IT Service Management, RFP, Autotask, MS Project, MS Suites, Analysis, Team Leadership, VoIP, Network Design, Video over IP, Microsoft Office, Data Center, Vendor Management, Leadership, Management, Procurement, Integration, Wireless, PMP, IT Strategy, Proposal Writing, Program Management, Team Building, Mobile Devices, LAN-WAN, IT Management, New Business Development, Business Process..., Business Analysis, Budgets, Cross-functional Team..., IP, Computer Network..., Product Management, Troubleshooting, Wireless Networking, Information Technology, Security, Requirements Analysis, SDLC, Cloud Computing

Education
Canisius College
BS, Management Information Systems

Shenendehowa, HS
Regents, Mathematics and Science

Kelly Gilstrap Kelly Gilstrap Greater Atlanta Area Details
Kelly Gilstrap's Fleet Financial Group Experience August 1992 - July 1996
Job Sr. Business Development Consultant at NCR
Industry Information Technology and Services
Experience
NCR Retail  July 2014 - Present
Illuminate360  June 2011 - June 2014
Retaligent Solutions, Inc.   August 2010 - April 2011
Open Text  September 2008 - August 2010
Microsoft Corporation  February 2000 - September 2008
Microsoft Corporation  February 2000 - September 2008
Microsoft Corporation  February 2000 - September 2008
Comdisco  September 1998 - January 2000
Solarcom (formerly Sun Data)   August 1996 - August 1998
Fleet Financial Group   August 1992 - July 1996

Skills
Business Development, Direct Sales, Alliance Building, Solution Selling, Product Marketing, Financial Services, Retail, Training, Public Sector, Healthcare, Hospitality, SaaS, Cloud Computing, Enterprise Software, Partner Management, Business Alliances, Channel, Professional Services, Account Management, Theatre, Strategic Partnerships

Education
Georgia State University - J. Mack Robinson College of Business   1993 — 1995
MBA, Marketing

The University of Georgia   1986 — 1990
Bachelors of Arts, Journalism

Stephune Waites Stephune Waites Miami/Fort Lauderdale Area Details
Stephune Waites's Fleet Financial Group Experience September 1996 - May 1997
Job Local Veterans Employment Representative at CareerSource South Florida (LVER)
Industry Automotive
Experience
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

Denise Fischer Denise Fischer Miami/Fort Lauderdale Area Details
Denise Fischer's Fleet Financial Group Experience January 1997 - September 1999
Job Manager, Planning & Analytics at Tribune Publishing
Industry Newspapers
Experience
Tribune Publishing  October 2014 - Present
Sun Sentinel  October 2008 - October 2014
Sun Sentinel  November 2005 - October 2008
Sun Sentinel  September 2001 - October 2003
Fleet Financial Group   January 1997 - September 1999
John Hancock Life Insurance Company (U.S.A.)   July 1994 - December 1996
John Hancock Life Insurance Company (U.S.A.)   July 1988 - December 1993

Skills
Newspaper, Strategic Planning, Budgets, Advertising, Online Advertising, Marketing Strategy, Direct Mail, Social Media Marketing, Social Media, Market Research, Analytics, Research, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Management, Forecasting, Business Development, Marketing, Strategy, Program Management, Newspapers

Education
Rutgers, The State University of New Jersey-New Brunswick
BA

Janice Cyr Janice Cyr Greater New York City Area Details
Janice Cyr's Fleet Financial Group Experience 1989 - 2004
Job Principal, MCLJ Consulting Services
Industry Management Consulting
Experience
MCLJ Consulting Services   October 2004 - Present
Shawangunk Running Company   2006 - 2010
Fleet Financial Group   1989 - 2004

Skills
Strategic Planning, Business Strategy, Training, Business Planning, Strategy, Grant Writing, Brand Development, Public Relations, Marketing Strategy, Marketing Communications, New Business Development, Nonprofits, Marketing, Product Development, Social Networking, Social Media

Education
State University of New York at Albany   2014 — 2016
Master's Degree, Social Welfare, 4.0 GPA

Mount Saint Mary College   1990 — 1991
Master of Business Administration (M.B.A.), Communications - Public Relations/Advertising

University of North Carolina   1984 — 1988
BS, Marketing/Finance

Julie Brown Neu Julie Brown Neu Greater Boston Area Details
Julie Brown Neu's Fleet Financial Group Experience June 1999 - December 1999
Job Management Consultant, Digital Strategy and Data Governance
Industry Internet
Experience
Forrester Research  May 2013 - February 2015
NewVantage Partners   February 2007 - April 2013
Wells Fargo Home Mortgage  May 2005 - January 2007
FleetBoston Financial Corp.   December 1999 - August 2003
Fleet Financial Group   June 1999 - December 1999
Fleet Financial Group   May 1998 - June 1999
Loudoun County Department of Planning   June 1996 - December 1997

Skills
Business Strategy, Strategy, E-commerce, Business Intelligence, Project Management, Competitive Analysis, Strategic Planning, Management, Data Analysis, Project Planning, Business Analysis, Program Management, Digital Marketing, Consulting, Analysis, Analytics, Digital Strategy

Education
Harvard University   2002 — 2004
MTS

University of Virginia   1993 — 1997
BA

Jason Ward, MBA Jason Ward, MBA Greater Boston Area Details
Jason Ward, MBA's Fleet Financial Group Experience July 1998 - July 1999
Job Vice President Business Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2015 - Present
Fidelity Investments  March 2012 - Present
Fidelity Investments  January 2008 - March 2012
Fidelity Investments  April 2006 - December 2007
Fidelity Investments  April 2004 - April 2006
Putnam Investments  July 1999 - April 2004
Fleet Financial Group   July 1998 - July 1999
The Boston Company  December 1996 - June 1998

Skills
Fixed Income, Equities, Settlement, Mutual Funds, Collateral Management, Back Office, Business Architecture, Business Strategy Design, FX Options, Securities, Financial Services, Asset Management, Investments, Middle Office, Risk Management, Relationship Management, Investment Management, Bloomberg, Strategy, Hedge Funds, Derivatives, Business Analysis, Financial Markets, Tri-Party Repo, Business Strategy, Multi-site Team..., Coaching, Business Process..., Business Process Design

Education
Suffolk University - Sawyer Business School   2001 — 2005
MBA, Finance

Saint Michael's College   1992 — 1996
BA, English

Austin Prep   1989 — 1992

Jude Capalbo Jude Capalbo Springfield, Massachusetts Details
Jude Capalbo's Fleet Financial Group Experience 1992 - 1998
Job AVP Strategy & Planning
Industry Financial Services
Experience
MassMutual USIG   March 2012 - Present
Prudential Retirement  2007 - 2011
Prudential Retirement  2000 - 2007
BankBoston  1998 - 2000
Fleet Financial Group   1992 - 1998
Bank of New England  1990 - 1992
Bank of New England  1987 - 1990
The Conifer Group   1984 - 1987

Skills
Change Management, Strategic Planning, Strategic Sourcing, Banking, Business Process..., Cross-functional Team..., Integration, Management, Mergers, Organizational..., Outsourcing, Strategy, Mergers & Acquisitions, Business Analysis, Financial Services, Insurance, Vendor Management, Risk Management, Project Planning, Sales Operations

Education
Assumption College
Master, Business Administration

Worcester State University
Bachelor of Arts, Psychology

Frank Orsini Frank Orsini Downers Grove, Illinois Details
Frank Orsini's Fleet Financial Group Experience March 2002 - December 2003
Job President
Industry Oil & Energy
Experience
Suburban Projects   February 2008 - Present
Arkady Innovative Solutions (NJ).   April 2014 - June 2014
NJ Workers Voices   May 2014 - May 2014
United for Perth Amboy   September 2012 - November 2012
Team for Change   September 2008 - November 2008
United Prestige / Celebrity Mortgage   July 2005 - January 2008
REMI Capital   December 2003 - July 2005
Fleet Financial Group   March 2002 - December 2003
Globeshare   October 1999 - September 2001

Skills
Contract Negotiation, Negotiation, Commodity, Business Planning, Market Research, Trading, Strategic Planning, Sales Management, Leadership, Marketing, Finance, Investments, Sales, Banking

Education
Michigan State University
BA, Marketing

Jennifer Laforge Graves Jennifer Laforge Graves Greater Boston Area Details
Jennifer Laforge Graves's Fleet Financial Group Experience August 1995 - February 1998
Job Independent Contracting Affiliate at Wilson Group Inc.
Industry Human Resources
Experience
Wilson Group Inc.   September 2004 - Present
Nypro  January 2013 - November 2013
SimplexGrinnell  July 2003 - April 2004
Waters  August 2000 - June 2003
Thomson Financial  July 1999 - August 2000
Executive Alliance (www.executivealliance.com)   March 1998 - June 1999
FLEET FINANCIAL GROUP   August 1995 - February 1998

Skills
Deferred Compensation, Performance Management, Human Resources, Incentive Programs, Executive Pay, Salary, Compensation Structures, Sales Compensation, Job Evaluation, Mergers & Acquisitions, Compensation & Benefit, Incentives

Education
Bryant University   1988 — 1995
Master of Business Administration, Bachelor of Science, Business Administration

Pam Poggi, HCS Pam Poggi, HCS Jacksonville, Florida Details
Pam Poggi, HCS's Fleet Financial Group Experience 1993 - 1995
Job Vice President, Leadership Development and Human Resources at YMCA of Florida's First Coast
Industry Nonprofit Organization Management
Experience
YMCA of Florida's First Coast  2015 - Present
CSX, One of Fortune's World's Most Admired Companies   2011 - 2014
Safeway Inc., One of Fortune's World's Most Admired Companies   2004 - 2010
Safeway  2000 - 2004
Safeway  1995 - 2000
Fleet Financial Group   1993 - 1995
Fleet Financial Group   1991 - 1993
Fleet Financial Group   1990 - 1991
Fleet Financial Group   1987 - 1990

Skills
Human Capital, Human Resources, Leadership Development, Succession Planning, Talent Management

Education
University of Southern California - Marshall School of Business   2006 — 2006
Executive Food Industry Management Program

Eastern Connecticut State University
B.A.

University of Hartford
Master's Degree Studies, Organizational Behavior

Sandy Hom Sandy Hom Greater New York City Area Details
Sandy Hom's Fleet Financial Group Experience June 1993 - July 1994
Job Senior Credit Risk Management Professional | Underwriting | Portfolio Management | Risk Ratings
Industry Banking
Experience
GE Capital  November 2014 - Present
GE Capital Americas  April 2011 - November 2014
GE Capital Americas  October 2006 - April 2011
GE Capital Americas  December 2001 - October 2006
GE Capital - Structured Finance Group  July 1998 - November 2001
Dean Witter Reynolds  June 1994 - September 1996
Fleet Financial Group   June 1993 - July 1994

Skills
Due Diligence, Portfolio Management, Leveraged Finance, Structuring, Credit, Underwriting, Credit Analysis, Financial Analysis, Risk Management, Risk, Cash Flow, Analytics, Compliance, Data Governance, Regulatory Reporting, Regulatory Risk, Internal Controls, Process Control, Financial Risk, Loans, Investments, Valuation, Restructuring, Financial Structuring

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Cornell University   1989 — 1993
BS, Economics

Sara Malconian Sara Malconian Greater Boston Area Details
Sara Malconian's Fleet Financial Group Experience 1998 - 1999
Job Assistant Director of Strategic Sourcing at Massachusetts Institute of Technology
Industry Investment Management
Experience
Massachusetts Institute of Technology  2011 - Present
Wellington Management  2006 - 2011
State Street Corporation  2003 - 2006
State Street Corporation  2001 - 2003
State Street Global Advisors  1999 - 2001
Fleet Financial Group   1998 - 1999
Prudential Realty Group  1981 - 1986
Equitable Life Assurance Society of America   1980 - 1981

Skills
Procurement, Global Sourcing, Vendor Management, Risk Management, Strategic Sourcing, Management, Change Management, Sourcing, Business Development, Business Strategy, Leadership, Mergers & Acquisitions, New Business Development, Entrepreneurship, Portfolio Management

Education
Columbia University - Columbia Business School   1979 — 1981
MBA, Finance and Real Estate

Bates College   1973 — 1977
BA, Mathematics and Sociology

Jean Baldwin McLevedge Jean Baldwin McLevedge East Greenwich, Rhode Island Details
Jean Baldwin McLevedge's Fleet Financial Group Experience 1994 - 1996
Job Finance
Industry Writing and Editing
Experience
Self-employed  February 2015 - Present
Family wealth management firm   October 2013 - January 2015
Law firm  December 2011 - January 2013
George Patton Industries   2010 - 2011
Deltek  1999 - 2009
Restrac  1996 - 1999
Fleet Financial Group   1994 - 1996

Education
American University, Washington College of Law
J. D.

Middlebury College
Bachelor of Arts (B.A.), Philosophy, Highest grade on comprehensive examinations in the major

Wellesley College
transferred due to family finances, Liberal arts

Josephine (Jo) (Navarro) Garrett Josephine (Jo) (Navarro) Garrett Greater Los Angeles Area Details
Josephine (Jo) (Navarro) Garrett's Fleet Financial Group Experience June 1993 - July 1994
Job CEO at dftba.com
Industry Entertainment
Experience
BandMerch  April 2014 - April 2015
Media & Entertainment Industry   May 2009 - April 2014
Fullbridge  January 2014 - January 2014
Medici Group   January 2006 - April 2009
Ascent Media Group Ltd   July 2003 - January 2006
Ascent Media Group, Inc.   March 1998 - August 2001
ING Barings  July 1995 - March 1998
Rauscher Pierce Refsnes, Inc.   July 1994 - July 1995
Fleet Financial Group   June 1993 - July 1994

Skills
Corporate Finance, Business Development, Strategic Planning, Financial Forecasting, Mergers, Debt Restructuring, Business Reorganizations, Mergers & Acquisitions, Business, Strategy, Due Diligence, Competitive Analysis, Investment Banking, Private Equity, Executive Management, Business Strategy, Cross-functional Team..., Corporate Development, CRM, Finance, Business Planning, Start-ups

Education
Harvard Business School   2001 — 2003
M.B.A.

Harvard University   1989 — 1993
A.B.

Paul Anagnostos Paul Anagnostos Greater Boston Area Details
Paul Anagnostos's Fleet Financial Group Experience 1993 - 1999
Job Accounting Director at Community Research Initiative of New England
Industry Nonprofit Organization Management
Experience
Community Research Initiative of New England  February 2015 - Present
Victory Programs, Inc.   March 2009 - January 2015
Bank of America Business Capital  October 1999 - February 2007
Fleet Financial Group   1993 - 1999
BOT Financial Corp.   1991 - 1993
Bank of New England  1981 - 1991

Skills
Nonprofits, Finance, Strategic Planning, Banking, Public Speaking, Event Planning, Budgets, Fundraising, Program Management, Program Development, Management, Non-profits, Accounting, Internal Controls

Education
Babson College   1977 — 1981
BS

Elaine Weeks-Trueblood Elaine Weeks-Trueblood Greater Philadelphia Area Details
Elaine Weeks-Trueblood's Fleet Financial Group Experience March 1987 - March 1996
Job
Industry Banking
Experience
JPMorgan Chase & Co.   March 2015 - Present
Chase Consumer and Community Banking   January 2012 - Present
Bank One/Chase Card Services   September 2000 - December 2011
Fleet Financial Group   March 1987 - March 1996

Skills
Strategy, Management, Financial Services, Business Development, Relationship Management, Analysis, Credit Cards, Risk Management, Customer Experience, Banking, Vendor Management, Process Improvement, Analytics, Business Analysis, Change Management, Finance, Business Process..., Marketing, Portfolio Management

Education
Fairfield University   1975 — 1978
M.A., Corporate and Political Communication

Colby College   1967 — 1971
B.A., Classical Languages

John Tenerow John Tenerow Greater Minneapolis-St. Paul Area Details
John Tenerow's Fleet Financial Group Experience 1994 - 1995
Job Finance Director, at United Health Group/Optum Business Segment
Industry Insurance
Experience
United Health Group/Optum Business Segment   December 2012 - Present
United Health Group/United Healthcare Medicare & Retirement   September 2009 - November 2012
GMAC  January 2008 - September 2009
GMAC ResCap  2005 - December 2007
GMAC-RFC  2003 - 2005
U.S.Bancorp Piper Jaffray   August 2000 - 2002
KeyCorp/McDonald Investments   1999 - 2000
KeyCorp  1997 - 1999
KeyCorp  1996 - 1997
Fleet Financial Group   1994 - 1995

Skills
Financial Reporting, Corporate Finance, Accounting, SAP R/3, Due Diligence, Process Improvement, Mergers, Essbase, Business Analysis, Finance, Managerial Finance, Banking, Hyperion Enterprise, Mergers & Acquisitions, Budgets, Budgeting, Business Planning, Financial Analysis

Education
Boston College
Bachelor of Science (B.S.)

Boston University - School of Management
MBA

Joanne Hurley Joanne Hurley San Francisco Bay Area Details
Joanne Hurley's Fleet Financial Group Experience 1994 - 1996
Job Senior Ad Ops Manager at Outsourced Ad Ops
Industry Internet
Experience
OAO  October 2013 - Present
Outsourced Ad Ops  July 2010 - October 2013
Outsourced Ad Ops  October 2007 - July 2010
ALM Media/Law.com   April 2001 - September 2007
Law.com  April 2000 - April 2001
GATX Capital Corporation  1996 - 2000
Fleet Financial Group   1994 - 1996
The Fair, Isaac Companies   1989 - 1993

Skills
Ad Serving, DoubleClick, Online Advertising, DFP, Advertising Operations, Display Advertising

Education
California Polytechnic State University-San Luis Obispo   1984 — 1989
BS, Mathematics

Beth Lacroix Beth Lacroix Greater Boston Area Details
Beth Lacroix's Fleet Financial Group Experience 1988 - 1998
Job Founder of Photo Glee Solutions
Industry Retail
Experience
Photo Glee Solutions   October 2013 - Present
Creative Memories  January 2003 - Present
Tiny owl gifts   August 2014 - January 2015
Summit Property Management, LLC   March 2012 - April 2013
Fleet Financial Group   1988 - 1998

Skills
Customer Service, Team Building, Microsoft Office, Strategic Planning, Leadership, Forecasting, Financial Analysis, Event Planning, Account Management, Retail, Public Speaking

Education
Bentley University   1984 — 1988
BS, finance

Shane Cook Shane Cook Charlottesville, Virginia Details
Shane Cook's Fleet Financial Group Experience June 1994 - May 1996
Job Director, Global Planning & Analysis at CFA Institute
Industry Financial Services
Experience
CFA Institute  April 2015 - Present
Old Dominion National Bank   October 2014 - April 2015
StellarOne Bank  November 2012 - May 2014
Brown Brothers Harriman  January 2009 - October 2012
Brown Brothers Harriman  May 1996 - January 2009
Fleet Financial Group   June 1994 - May 1996

Skills
Risk Management, Management, Financial Services, Banking, Operations Management, Process Improvement, Leadership, Securities, Change Management, Business Planning, Staff Development, Mentoring, Portfolio Management, Equities, Financial Analysis

Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management

Bowdoin College
AB, Spanish major, Economics minor

St. John's Preparatory School
Diploma, High School

Frank Maggelet Frank Maggelet Greater Los Angeles Area Details
Frank Maggelet's Fleet Financial Group Experience October 1981 - March 2000
Job VP, CFE, CHSV, CFCI, CCIP, DABCHS at Union Bank
Industry Security and Investigations
Experience
Union Bank  March 2011 - Present
Citizens Financial Group  October 2000 - March 2011
United States Coast Guard  June 1978 - December 2009
Fleet Financial Group   October 1981 - March 2000

Skills
Physical Security, Executive Protection, Security Management, Risk Assessment, Internal Investigations, Security Operations, Corporate Security, Investigation, Security, Enforcement, Surveillance, Financial Risk, Risk Management, Fraud, Homeland Security, Asset Protection, Risk Analysis, Criminal Investigations, Bank Secrecy Act, CCTV, Operational Risk

Education
Emmanuel College   2006 — 2009
BSBA, Business Administration

Suffolk University   1980 — 1982
Criminology

Bunker Hill Community College   1978 — 1980
Associates Degree, Criminal Justice

American College of Forensic Examiners Institute
Certified Homeland Security - V, DABCHS

Association of Certified Fraud Examiners
Certified Fraud Examiner, Certified Fraud Examiner

International Association of Financial Crimes Investigator
Certified Financial Crimes Investigator

McAfee Institute
Certified Cyber Intelligence Professional

Denise (Wolffs) Leyhe Denise (Wolffs) Leyhe Greater Boston Area Details
Denise (Wolffs) Leyhe's Fleet Financial Group Experience 1995 - 2003
Job Head of Sponsorships and Corporate Giving at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc.   November 2011 - Present
Citizens Financial Group, Inc.   2005 - 2011
Bank of America  2004 - 2005
Fleet Financial Group, Inc.   2003 - 2004
Fleet Financial Group   1995 - 2003
NatWest Bank  1992 - 1995
Societe Generale  1986 - 1992
Bank of Tokyo Trust Company   1985 - 1986

Skills
Investments, Sponsorship, Commercial Banking, Analytics, Sales, Financial Services, Banking, Strategy, Product Marketing, Portfolio Management, Marketing, Relationship Management, Strategic Planning, Sales Management, Marketing Strategy, Direct Marketing, Integrated Marketing, Brand Development, Competitive Analysis, CRM, Leadership

Education
Pace University - Lubin School of Business   1991 — 1992
MBA, Finance

Isenberg School of Management, UMass Amherst   1981 — 1985
BBA, Marketing

Syosset High School   1978 — 1981

Len Driscoll Len Driscoll Greater Boston Area Details
Len Driscoll's Fleet Financial Group Experience January 1991 - September 1993
Job Executive at Optum
Industry Information Technology and Services
Experience
Optum  December 2014 - Present
Broadridge  August 2010 - November 2014
NewRiver  December 1998 - June 2011
Allmerica Financial  September 1993 - December 1998
Fleet Financial Group   January 1991 - September 1993
Bank of New England  June 1983 - January 1991

Education
Boston University   1988 — 1994
MBA, Management

Bowdoin College   1979 — 1983
BA, Economics and Government

Barbara Reidy Barbara Reidy Greater Boston Area Details
Barbara Reidy's Fleet Financial Group Experience 1995 - 2000
Job AML, OFAC, Consumer Protection, UDAAP Compliance & Risk Management Executive
Industry Banking
Experience
Independent Contractor  December 2014 - Present
Bank of America  April 2013 - July 2014
Bank of America  January 2010 - April 2013
Bank of Amerca   May 2008 - January 2010
Bank of America  October 2004 - May 2008
FleetBoston Financial Group  2000 - 2004
Fleet Financial Group   1995 - 2000
Shawmut Bank  1982 - 1995
KPMG Peat Marwick  August 1978 - December 1982

Skills
Risk Management, AML, Banking, Operational Risk, Financial Risk, OFAC, Bank Secrecy Act, Financial Services, KYC, Consumer Lending, Privacy Law, Mergers & Acquisitions, Regulations, Leadership, Retail Banking, Operational Risk..., Credit, Financial Institutions, Enterprise Risk..., Management, Auditing, Credit Cards, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Program Management, Commercial Banking, Portfolio Management, Fraud, Training, Commercial Lending, Small Business Lending, Governance, Consumer Compliance, Payments, UDAAP, USA PATRIOT Act, Fair Lending, CRA, Financial Regulation, Due Diligence, Executive Management, Process Improvement, Relationship Management, Finance, Financial Analysis, Vendor Management, Anti Money Laundering, Credit Analysis

Education
Bentley University   1974 — 1978
Bachelor of Science Accounting

Joe Laurito Joe Laurito Hartford, Connecticut Area Details
Joe Laurito's Fleet Financial Group Experience March 1995 - March 1999
Job Vice President , Financial Planning and Analysis at Webster Bank
Industry Banking
Experience
Webster Bank  August 2008 - Present
Webster Bank  April 2002 - Present
Webster Financial Corporation  2002 - Present
Webster Bank  2008 - 2009
Fleet Financial Group   March 1995 - March 1999
Fleet Bank  1991 - 1997

Skills
Financial Analysis, Risk Management, Banking, Strategic Financial..., Accounting, Commercial Banking, Budgets, Loans, Analysis, Commercial Lending, Management, Finance, Financial Planning, Portfolio Management

Education
Central Connecticut State University   1970 — 1973

Scott Soule Scott Soule Providence, Rhode Island Area Details
Scott Soule's Fleet Financial Group Experience 1987 - 1997
Job Application Architect at VantagePoint Business Solutions
Industry Information Technology and Services
Experience
VantagePoint Business Solutions   2012 - Present
Wellington Management  2011 - 2012
Wellington Management  2007 - 2011
Putnam Investments  2004 - 2007
Fleet Financial Group   1987 - 1997

Education
Framingham State College   1985 — 1986
Bachelor of Science (BS), Accounting and Finance

Bridgewater State College
BS, Accounting

Richard Staples Jr Richard Staples Jr Providence, Rhode Island Area Details
Richard Staples Jr's Fleet Financial Group Experience 1991 - 1998
Job Retired & Volunteering
Industry Civic & Social Organization
Experience
Fannie Mae  June 2002 - December 2014
People's Savings Bank of Brockton   March 1999 - March 2002
Fleet Financial Group   1991 - 1998
Bank of New England - Old Colony   1987 - 1991

Skills
Community Outreach, Marketing, Affordable Housing, Nonprofits, Mortgage Lending, Finance, Community Development, Loans, Credit, Mortgage Banking, Strategic Planning, Residential Mortgages, Mortgage Servicing, FHA, Loan Origination, Public Speaking, Leadership

Education
Colorado College   1968 — 1974
Bachelor of Science (BS), Business Administration and Management, General

Northfield Mount Hermon School   1965 — 1968
High School

Bill Danko Bill Danko Marathon, Florida Details
Bill Danko's Fleet Financial Group Experience 1996 - 2000
Job Retired at Gone Fishing
Industry Fishery
Experience
Gone Fishing  January 2014 - Present
Bank of America  January 2004 - January 2014
FleetBoston Bank   March 1988 - May 2004
Fleet Financial Group   1996 - 2000
Benefits Access - CIGNA   July 1996 - July 1998
Fleet Bank  April 1988 - May 1998

Skills
Fishing

Education
Monmouth University   1969 — 1972

Claudette Fage Claudette Fage Coventry, Rhode Island Details
Claudette Fage's Fleet Financial Group Experience September 1987 - November 1993
Job Bookkeeper/Accountant at The Tomorrow Fund
Industry Accounting
Experience
The Tomorrow Fund  April 2013 - Present
Swarovski North America LTD  August 2012 - February 2013
ABC Concrete Forms, Medical Assisted Recovery, Meadows Edge Recovery Ctr   July 2006 - June 2012
Thomas F LaColle CPA   February 2009 - April 2012
daly.commerce  1998 - 2003
GTECH Corp  November 1993 - November 1998
Fleet Financial Group   September 1987 - November 1993

Skills
Income Tax Prep, Gen Ledger, A/P, A/R, 1099 Reporting, Sales Tax, Depreciation, LaCert Tax Software, SAP, QuickBooks, Payroll, Audit Preparation, Microsoft Excel, Microsoft Word, CareTracker, Office Management, Accounts Payable, Accounts Receivable, Bank Reconciliation, Tax

Education
Salve Regina University   1997 — 2004
MA, Holistic Counseling

Bryant College   1987 — 1992
BS, Accounting

Jeffrey Wirth Jeffrey Wirth Lake Mary, Florida Details
Jeffrey Wirth's Fleet Financial Group Experience 1992 - 1996
Job SVP, NQ Plans at The Newport Group
Industry Financial Services
Experience
The Newport Group  March 2011 - Present
TIAA-CREF  November 2006 - March 2011
The Hartford  2005 - 2006
Prudential Financial  2002 - 2005
MassMutual  October 2000 - July 2002
Bank of America  July 1996 - October 2000
Fleet Investment Services  April 1992 - July 1996
Fleet Financial Group   1992 - 1996
Fidelity Investments  April 1990 - April 1992

Skills
Pensions, Retirement, ERISA, 401k, Client Service, Defined Benefit, Deferred Compensation, Retirement Planning, Mergers, Operations Management, Relationship Management, Technology Integration, Superior Client Service, Leadership, Mutual Funds, Series 63, Financial Services, Securities, Fixed Annuities, Asset Managment, Investments, Series 6, Strategic Financial..., Wealth Management, Executive Management, Employee Benefits, Management, FINRA, Asset Allocation, Asset Management, Equities, Investment Advisory, Investment Strategies, Investment Management, IRAs, Mergers & Acquisitions, Life Insurance, Executive Pay, Portfolio Management, Fixed Income, Process Improvement, Insurance, Risk Management, Vendor Management, Finance

Education
Rockford University   1974 — 1978
BS, Business Administration

Rockford University   1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General

Joseph Turo Joseph Turo Greater Boston Area Details
Joseph Turo's Fleet Financial Group Experience 1997 - 2003
Job Deputy General Counsel at Loomis Sayles & Company
Industry Investment Management
Experience
Loomis Sayles & Company  August 2003 - Present
Columbia Management Group (Fleet)   2001 - 2003
Columbia Management Group  2001 - 2003
Fleet Financial Group   1997 - 2003
Ropes & Gray LLP  1992 - 1997

Education
University of Chicago Law School   1989 — 1992
Doctor of Law (JD)

Providence College   1985 — 1989
Bachelor of Arts (B.A.)

Chris Tierney, CTP, CFE Chris Tierney, CTP, CFE Greater Atlanta Area Details
Chris Tierney, CTP, CFE's Fleet Financial Group Experience 1995 - 1997
Job Partner at Moore Colson
Industry Financial Services
Experience
Moore Colson  April 2015 - Present
Hays Financial Consulting LLC   October 2007 - April 2015
Deloitte Financial Advisory Services  2002 - 2007
Wachovia Securities  2000 - 2002
Wachovia Securities  1998 - 2002
Bank of Tokyo-Mitsubishi UFJ  1997 - 1998
Fleet Financial Group   1995 - 1997
Fleet Financial Group   1994 - 1995
Fleet Financial Group   1989 - 1994

Skills
Bankruptcy, Restructuring, Portfolio Management, Real Estate, Financial Services, Debt Restructuring, Corporate Law, Credit, Finance, Financial Analysis, Turn Around Management, Financial Structuring, Loans, Negotiation, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling

Education
Kennesaw State University   2015 — 2015
Civil Mediation, Alternative Dispute Resolution

Columbia University - Columbia Business School   1998 — 2000
MBA, Finance & Marketing

Colby College   1985 — 1989
BA, History

Deerfield Academy   1981 — 1985
HS Diploma

Bill Evans, CFA Bill Evans, CFA Hartford, Connecticut Area Details
Bill Evans, CFA's Fleet Financial Group Experience July 1994 - May 1997
Job Portfolio Manager and Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   April 2013 - Present
ING  May 2002 - 2012
ING  May 2002 - May 2005
Fleet Investment Advisors  December 1998 - May 2002
Fleet Investment Advisors  May 1997 - December 1998
Fleet Financial Group   July 1994 - May 1997

Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Equities, Financial Services, Hedge Funds, Investment Management, Management, Series 7, Investment Strategies

Education
Providence College   1990 — 1994
Bachelor of Arts (B.A.), Economics

Providence College   1990 — 1994
Bachelor of Arts (B.A.), Economics

Carla Gage Carla Gage Albany, New York Area Details
Carla Gage's Fleet Financial Group Experience 1978 - 2004
Job Support Group Leader Albany Capital District Scleroderma Support Group of the Scleroderma Foundation Tri State Chapter
Industry Health, Wellness and Fitness
Experience
Scleroderma Foundation / Tri State, Inc. Chapter   November 2013 - Present
Take Shape For Life  September 2009 - Present
Saratoga Body Wraps   September 2012 - April 2014
C. J. Gage and Associates   October 2004 - January 2010
PNC (formerly Sterling Financial)   January 2007 - August 2008
Bank of America  January 1978 - October 2004
Fleet Financial Group   1978 - 2004
Fleet Financial Group   1978 - 2004

Skills
Vendor Management, Compliance, Risk, Internal Controls, Coaching, Outsourcing, Consolidation, Strategic Planning, Operations Management, Change Management, Team Building, Mentoring, Budgeting, Customer Relations, Product Management, Planning, Process Improvement, Risk Management, Mergers, Problem Solving, Leadership Development, Customer Service, Banking, Negotiation, Contract Negotiation, Mergers & Acquisitions, Budgets, Project Planning, Customer Satisfaction, Sales Management, Employee Engagement, Business Process..., Financial Risk

Education
Association for Financial Professionals   2000 — 2000
Certified Treasury Professional (CTP)(CCM), Cash Management

Vanderbilt University - Owen Graduate School of Management   1998 — 2000
Bank Operations and Technology

State University of New York - System   1984 — 1985
Paralegal and Business

Christopher Durand Christopher Durand Greater Boston Area Details
Christopher Durand's Fleet Financial Group Experience 1991 - 1999
Job Information Security and Technology Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  1999 - Present
Fidelity Investments  1999 - 2009
Fleet Financial Group   1991 - 1999

Skills
Vendor Management, Disaster Recovery, Information Security, Financial Services, Mutual Funds, Security, Risk Management, IT Risk Management, Business Continuity, Data Center, IT Audit, IT Management, IT Strategy, ITIL, Information Security..., SDLC

Education
Massachusetts College of Liberal Arts   1979 — 1983
BS, Accounting

Tony Fruci Tony Fruci Greater Boston Area Details
Tony Fruci's Fleet Financial Group Experience 1995 - 1996
Job Vice President at Pershing Advisor Solutions, A BNY Mellon Company
Industry Financial Services
Experience
Pershing Advisor Solutions, A BNY Mellon Company   April 2011 - Present
Pershing Advisor Solutions, a BNY Mellon Company   January 2013 - January 2014
Fidelity Investments, Institutional Wealth Services  1998 - February 2011
Fidelity Investments, Institutional Retirement Services Company   1996 - 1998
Fleet Financial Group   1995 - 1996
State Street Bank and Trust Company  1994 - 1995

Skills
Consultative Selling, Customer Negotiations, Registered Investment..., Territory Planning, New Business Development, Practice Management, Business Relationship..., Negotiation, Series 6, Selling, Series 63, Series 7, Financial Advisory, Financial Services, Portfolio Management, Investments, Investment Advisory, Investment Management, Risk Management, CRM, Relationship Management, Securities, Wealth Management, Mutual Funds, 401k, Retirement Planning, Retirement, Wealth Management..., High Net Worth..., Sales, Defined Contribution, IRAs, Separately Managed..., Asset Allocation, Series 24, Series 65, FINRA, Investment Strategies, Wealth, Defined Benefit, Finance, Financial Planners, Qualified Retirement..., Private Banking, Banking, 401k Rollovers, Managing Accounts, Investment Advisory...

Education
Nichols College   1990 — 1994
BSBA, Finance

Peter DiFilippo Peter DiFilippo Providence, Rhode Island Area Details
Peter DiFilippo's Fleet Financial Group Experience 1992 - 2003
Job Senior Vice President at Bank Rhode Island
Industry Banking
Experience
Bank Rhode Island  2003 - Present
Fleet Financial Group   1992 - 2003

Education
Providence College   1985 — 1989

Marianne Potrzeba Marianne Potrzeba Orlando, Florida Area Details
Marianne Potrzeba's Fleet Financial Group Experience May 1980 - September 2003
Job Coordinator, Walt Disney World
Industry Hospitality
Experience
Self  March 2008 - Present
Walt Disney World  March 2008 - Present
Darden Restaurants Inc  December 2004 - March 2008
Fleet Financial Group   May 1980 - September 2003

Education
Bryant University   1986 — 1993

Thomas Legenhausen Thomas Legenhausen Greater New York City Area Details
Thomas Legenhausen's Fleet Financial Group Experience 1991 - 1995
Job Assistant General Counsel at The Hartford
Industry Insurance
Experience
The Hartford  2008 - Present
The Hartford  1996 - 2008
Travelers Insurance  1995 - 1996
Fleet Financial Group   1991 - 1995
Wiggin and Dana LLP  1986 - 1991
Burns Summit Rovins & Feldesman   1983 - 1986
Legal Aid Society  1980 - 1983

Skills
Litigation Management, Professional Liability, Insurance Law, Litigation, Insurance

Education
New York University School of Law   1977 — 1980
J.D.

Cornell University   1973 — 1976
B.A., History

Rick Griffin Rick Griffin Greater Boston Area Details
Rick Griffin's Fleet Financial Group Experience January 1993 - January 1994
Job SVP / Director of Investments at RJ Kelly Company
Industry Real Estate
Experience
RJ Kelly Company   November 2012 - Present
KS Partners LLC  January 2011 - November 2012
Northeast Investment & Development LLC   January 2010 - January 2011
BERKELEY INVESTMENTS, INC   August 2000 - November 2009
AEW Capital Management  January 1997 - January 2000
LEWTAN TECHOLOGIES   January 1996 - January 1997
FLEET REAL ESTATE CAPITAL   January 1994 - January 1996
FLEET FINANCIAL GROUP   January 1993 - January 1994
RECOLL MANAGEMENT CORP   January 1992 - January 1993

Education
Bryant University
B.S.B.A, Economics & Statistics

David McKeon David McKeon Rochester, New York Area Details
David McKeon's Fleet Financial Group Experience May 1989 - June 1993
Job Retired
Industry Financial Services
Experience
AXA Advisors  April 2012 - Present
Cobblestone Financial Group   July 2007 - July 2011
Community Bank, N.A.   March 2003 - July 2007
M & T Bank  April 1996 - December 2002
Chase Bank  June 1993 - April 1996
Fleet Financial Group   May 1989 - June 1993
Marine Midland Bank  September 1974 - May 1989

Skills
Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Risk Management, Commercial Lending

Education
Boston College   1970 — 1974
Bachelor of Arts, Political Science

Rick Roessle Rick Roessle Greater Boston Area Details
Rick Roessle's Fleet Financial Group Experience 1991 - 1994
Job Owner, Hegan Roessle Group
Industry Human Resources
Experience
Hegan Roessle Group  1998 - Present
McKinsey & Company  1998 - 1998
KNF&T  1994 - 1998
Fleet Financial Group   1991 - 1994

Skills
Talent Management, Technical Recruiting, Recruiting, Executive Search, Talent Acquisition, Social Media, Temporary Placement, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Internet Recruiting, Employee Engagement, Benefits Negotiation, Sourcing, Interviews, Strategy, Staffing Services, College Recruiting

Education
Denison University   1977 — 1981
BA, History/Sociology

John (Jay) Gallo John (Jay) Gallo Greater Boston Area Details
John (Jay) Gallo's Fleet Financial Group Experience 1989 - 1995
Job Chief Risk Officer at Sage Bank
Industry Financial Services
Experience
Sage Bank  January 2015 - Present
Citizens Financial Group, Inc.   April 2014 - December 2014
RMPI Consulting, LLC   September 2009 - April 2014
Fair Isaac  February 2006 - 2009
John Hancock  March 1995 - October 2002
Fleet Management and Recovery Corporation   1992 - 1995
Fleet Financial Group   1989 - 1995
RECOLL Management Corporation  1989 - 1992
Bank of New England  1987 - 1989
United States Navy  May 1982 - August 1987

Skills
Risk Management, Process Improvement, Banking, Credit Risk, Strategy, Enterprise Risk..., Business Analysis, Portfolio Management, Business Process, Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Commercial Lending, Credit, Business Strategy, Financial Services, Insurance, Consulting, Relationship Management, Leadership, Executive Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1988 — 1993
MBA, Business

United States Naval Academy   1978 — 1982
B.S., Naval Architecture

Belmont Hill School   1973 — 1978

Katherine Chatterjee Katherine Chatterjee Portland, Maine Area Details
Katherine Chatterjee's Fleet Financial Group Experience 1989 - 1994
Job Executive Director, Zenie Foundation
Industry Nonprofit Organization Management
Experience
TD Bank  February 2007 - November 2011
Affinity, Inc.   December 2003 - February 2007
Maine Small Business Development Center   1998 - 2001
Fleet Financial Group   1989 - 1994
Government of Ontario, Ministry of Tourism & Recreation   1984 - 1989

Skills
Marketing, Tourism, Community Development

Education
Simmons College

Dennis Lagueux Dennis Lagueux Greater Boston Area Details
Dennis Lagueux's Fleet Financial Group Experience 1989 - 2000
Job SVP, Community Development at TD Bank
Industry Banking
Experience
TD Bank  December 2000 - Present
Fleet Financial Group   1989 - 2000

Skills
Community Outreach, Retail Banking, Mortgage Lending, Commercial Banking, Non-profits, Community Development, Small Business Lending, Consumer Lending, Credit Analysis, Loans, Credit, Banking, Commercial Lending, Risk Management, Loan Origination, Portfolio Management, Real Estate, Nonprofits

Education
Rivier College

Kathy Ireland Kathy Ireland Greater Atlanta Area Details
Kathy Ireland's Fleet Financial Group Experience 1991 - 1993
Job SVP and Client Services Manager at American Mortgage Consultants, Inc.
Industry Financial Services
Experience
American Mortgage Consultants, Inc.   August 2012 - Present
Allonhill  April 2010 - November 2010
Fidelity Bank  June 2009 - April 2010
Clayton  May 2003 - February 2009
MortgageRamp  2002 - 2003
Univest  2000 - 2002
Central Park Capital, LP   1997 - 2000
Univest  1995 - 1997
Fleet Finance  1993 - 1995
Fleet Financial Group   1991 - 1993

Skills
Mortgage Lending, Capital Markets, Loans, Mortgage Banking, Credit, Loss Mitigation, Loan Origination, Underwriting, Loan Servicing, Mortgage Servicing, Due Diligence, Securitization, Banking, Credit Risk, Residential Mortgages

Education
Plymouth State University   1977 — 1981
B.S., Accounting

Mary Lou Powell Mary Lou Powell Columbia, South Carolina Area Details
Mary Lou Powell's Fleet Financial Group Experience 1995 - 2001
Job VP Enterprise Risk at First Reliance Bank
Industry Banking
Experience
First Reliance Bank  March 2011 - Present
South Carolina Department of Revenue  June 2008 - April 2011
Bank of America  August 2005 - January 2008
Korn Law Firm  November 2001 - October 2004
Fleet Mortgage  July 1995 - November 2001
Fleet Mortgage Group, nka Washington Mutual Bank   1995 - 2001
Fleet Financial Group   1995 - 2001

Education
SC Labor Licensing & Regulation   2008 — 2008
License, Appraisal

Stetson University College of Law   1990 — 1992
J.D., Law

University of South Florida - College of Business Administration   1987 — 1989
BS, Finance

Naro Khandjian Naro Khandjian Greater Boston Area Details
Naro Khandjian's Fleet Financial Group Experience August 1998 - June 2002
Job Experienced Executive Assistant/Office Manager
Industry Higher Education
Experience
Office Team  March 2012 - Present
Armenian Relief Society/Cambridge Chapter   January 1995 - Present
International Light Technologies  December 2011 - March 2012
St. Stephen’s Armenian Apostolic Sunday School   January 1990 - January 2011
Lexington Public Schools  November 2005 - July 2007
Fleet Financial Group   August 1998 - June 2002
Berklee College of Music  November 1986 - August 1998

Skills
Data Entry, Administration

Education
Aquinas College
Associate of Science Degree

Susan Mooradian Susan Mooradian Washington D.C. Metro Area Details
Susan Mooradian's Fleet Financial Group Experience 1983 - 1997
Job Partner, PwC
Industry Financial Services
Experience
PricewaterhouseCoopers LLP  1998 - Present
Fleet Financial Group   1983 - 1997

Education
University of Rhode Island   1975 — 1979

Bryant University
MST, Tax

Michele Pergola Michele Pergola Greater Boston Area Details
Michele Pergola's Fleet Financial Group Experience 1993 - 1997
Job Vice President, Loan Review Officer at East Boston Savings Bank
Industry Banking
Experience
East Boston Savings Bank  January 2009 - Present
Capital Crossing, a division of Lehman Brothers Bank   October 1999 - August 2008
American Properties Team, Inc., a subsidiary of APT Financial Services, Inc.   1997 - 1999
Fleet Financial Group   1993 - 1997
Fleet Financial Group   1992 - 1993

Skills
REO, Small Business Lending, Loans, Real Estate, Credit, Commercial Banking

Education
Emmanuel College
BS, Business Adminstration

Northeastern University
Certificate, Paralegal Professional Program

Janet Sloan-McGonagle Janet Sloan-McGonagle Greater Boston Area Details
Janet Sloan-McGonagle's Fleet Financial Group Experience 2000 - 2004
Job Banking Professional
Industry Banking
Experience
Bank of America  2004 - 2009
Fleet Financial Group   2000 - 2004
BankBoston  1976 - 2000
Bank of Boston  1978 - 1999

Skills
Banking, Commercial Banking, Retail Banking, Credit, Loans, Coaching, Commercial Lending, Consumer Lending, Credit Cards, Small Business Lending, Cross Selling, Vendor Management, Risk Management

Education
Suffolk University   1987 — 1989
MBA, Business Administration

Simmons College   1982 — 1986
BS, Business Management

Gary Bettin Gary Bettin Charlotte, North Carolina Area Details
Gary Bettin's Fleet Financial Group Experience 1984 - 1995
Job Managing Partner at Crosh Consulting LLC
Industry Financial Services
Experience
Crosh Consulting   August 2010 - Present
Crosh Consulting   2010 - Present
Bank of America  1995 - 2006
Bank of America Merrill Lynch  1995 - 2006
Fleet Financial Group   1984 - 1995
Fleet Mortgage Group  1984 - 1995

Skills
Financial Services, Credit, Risk Management, Call Centers, Loans, Portfolio Management, Acquisition Integration, Banking, Mortgage Lending, Executive Management, Loan Origination, Financial Analysis, Strategic Planning, Management, Mortgage Banking, Vendor Management, Call Center, Credit Analysis, Mergers & Acquisitions, Finance, Commercial Lending, Relationship Management

Education
Marquette University   1972 — 1976
BS, Accounting

David Millett David Millett Greater Boston Area Details
David Millett's Fleet Financial Group Experience February 1999 - August 1999
Job EVP & CFO at Taunton Federal Credit Union
Industry Banking
Experience
Taunton Federal Credit Union  August 1999 - Present
Taunton Area Chamber of Commerce   January 2005 - December 2011
Fleet Financial Group   February 1999 - August 1999
Fleet Financial Group   August 1990 - February 1999
Leslie Gosule & Company, CPAs   May 1985 - April 1990

Skills
Budgets, Banking, Strategic Planning, Financial Reporting, Financial Analysis, Risk Management, Process Improvement, Performance Management, Managerial Finance, Accounting, Negotiation, Management, Insurance, Loans, Finance, Internal Audit, Credit, Corporate Finance

Education
Bentley University   1981 — 1985
BS, Accounting

Patricia Doyle Patricia Doyle Greater Boston Area Details
Patricia Doyle's Fleet Financial Group Experience October 1996 - December 1999
Job Senior Pricing Specialist, Complex Derivatives Group
Industry Investment Management
Experience
BNY Mellon  May 2015 - Present
BNYMellon  July 2013 - May 2015
BNYMellon  May 2006 - December 2012
BNYMELLON FINANCIAL   May 2006 - December 2012
BNYMELLON FINANCIAL   October 2003 - May 2006
BNYMellon  December 1999 - May 2004
BNYMELLON FINANCIAL   December 1999 - October 2003
FLEET FINANCIAL GROUP   October 1996 - December 1999
BNYMellon  April 1989 - January 1994

Skills
Accounting, Derivatives, Superior Client Service, Document Management, Asset Managment, Financial Services, Asset Management, Software Documentation, Access, Training, Process Improvement, Databases, Analytics, Corporate Actions, Management, Banking, Business Analysis, Business Process..., Time Management, Bloomberg, Fixed Income, Client Services, Risk Management, Requirements Gathering, Securities, SDLC, Equities, Back Office, Employee Benefits, Mutual Funds, Account Reconciliation

Education
Salem State College   2012 — 2014
bachelors degree, Business Administration and Management, General

Katharine Gibbs   1993 — 1995
Associates, Business Technology

THE KATHARINE GIBBS SCHOOL
Associates Degree, Business Technology

Amanda Melas Amanda Melas Greater Atlanta Area Details
Amanda Melas's Fleet Financial Group Experience January 1996 - May 1999
Job Accounting Professional
Industry Accounting
Experience
National Vision, Inc.   June 2004 - May 2008
National Vision, Inc.   March 2000 - June 2004
Fleet Financial Group   January 1996 - May 1999

Skills
Accounting, Financial Reporting, General Ledger

Education
Georgia State University   1985 — 1995
BBA, Accounting

Peter D. Mooradian Peter D. Mooradian Greater Boston Area Details
Peter D. Mooradian's Fleet Financial Group Experience June 1998 - December 1999
Job Managing Director VC Research at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  December 2004 - Present
The PrivateEdge Group   January 2003 - December 2004
Genuity  January 2001 - June 2002
Mainspring  December 1999 - January 2001
Fleet Financial Group   June 1998 - December 1999
Fleet Financial Group   June 1993 - July 1996

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1998
M.B.A.

Colgate University   1989 — 1993
B.A., Economics and International Relations

St. John's High School   1985 — 1989

Sue Sheaffer Sue Sheaffer Utica, New York Area Details
Sue Sheaffer's Fleet Financial Group Experience May 1998 - May 2000
Job Career Services
Industry Education Management
Experience
USC The Business College  April 2010 - Present
Oneida-Herkimer   September 2008 - Present
Defense Finance and Accounting Service (DFAS)   February 2008 - September 2008
Defense Finance and Accounting Service (DFAS)   August 2007 - February 2008
New Hartford Central School District  October 2006 - June 2007
Thomas R. Proctor High School   August 2006 - October 2006
The Bank of America   June 2001 - July 2006
FleetBoston Financial Group  May 2000 - June 2001
Fleet Financial Group   May 1998 - May 2000
Fleet Financial Group   August 1996 - May 1998

Education
SUNY Institute of Technology at Utica/Rome
MBA, Business

SUNY Institute of Technology at Utica/Rome
M.S, Business Management

SUNY Institute of Technology at Utica/Rome
B.S, Business/Public Management

Mohawk Valley Community College
A.S, Business Administration

Utica College
M.B.A, Business Management

Angela O'Doherty Cressman Angela O'Doherty Cressman Providence, Rhode Island Area Details
Angela O'Doherty Cressman's Fleet Financial Group Experience 1986 - 1988
Job Sales Associate Weichert, Realtors Cress & Company
Industry Real Estate
Experience
Weichert, Realtors - Cress & Company   1991 - Present
Banner Loan & Investment Bank   1993 - 1994
Jefferson Loan & Investment Bank   1989 - 1991
Bank of New England  1988 - 1990
Fleet Financial Group   1986 - 1988
Marine Midland Bank  1981 - 1986
American Express Card Division   1980 - 1981
Eutectic Castolin   1978 - 1980

Skills
Corporate Finance

Education
Hofstra University   1976 — 1978
BBA, Accounting

stella maris hs

Alcindor Rosier II Alcindor Rosier II Greater New York City Area Details
Alcindor Rosier II's Fleet Financial Group Experience 1992 - 1995
Job Senior Vice President, Corporate Treasury at Citi
Industry Financial Services
Experience
Citi  December 2013 - Present
Bank of America Merrill Lynch  2009 - October 2012
Citi  2008 - 2009
Citi  2005 - 2008
Citi  2005 - 2008
Citi, Salomon Smith Barney, Salomon Brothers   1996 - 2005
Fleet Financial Group   1992 - 1995

Skills
Financial Modeling, Investment Banking, Valuation, Equities, Corporate Finance, Capital Markets, Mergers, Corporate Development, Financial Analysis, Investments, LBO, Derivatives, Securities, Due Diligence, Asset Managment, Fixed Income

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1995 — 1997
M.B.A., Finance

Dartmouth College   1987 — 1992
Bachelor of Arts (B.A.), Government and Sociology (double major)

Chris Hadley Chris Hadley Greater Boston Area Details
Chris Hadley's Fleet Financial Group Experience 1992 - 1997
Job Executive Vice President, Chief Talent Officer
Industry Financial Services
Experience
Old Mutual Asset Management  February 2014 - Present
Old Mutual Asset Management  July 2012 - Present
Old Mutual Asset Management  October 2010 - July 2012
Old Mutual Asset Management  July 2006 - September 2010
Putnam Investments  1997 - 2006
Fleet Financial Group   1992 - 1997

Education
Isenberg School of Management, UMass Amherst   1987 — 1991
BS

Brian Waldmiller Brian Waldmiller Rochester, New York Area Details
Brian Waldmiller's Fleet Financial Group Experience April 2006 - August 2006
Job CFO at Child Care Council, Inc.
Industry Accounting
Experience
Child Care Council, Inc.   November 2009 - Present
Robert Half Management Resources  August 2009 - November 2009
St Joseph's Church  August 1996 - December 2008
Fleet Financial Group   April 2006 - August 2006
First Federal Savings & Loan  October 1990 - January 1996

Skills
Program Management, Financial Modeling, Accounting, Financial Accounting, Non-profits, Finance, Fundraising, Management, Process Improvement, Financial Reporting, Portfolio Management, Leadership, Project Management, Payroll, PowerPoint, Budgeting, Valuation

Education
Rochester Institute of Technology   1985 — 1990
BS, Finance

Friend Weiler Friend Weiler Greater Boston Area Details
Friend Weiler's Fleet Financial Group Experience 1995 - 2001
Job Senior Vice President, HarborOne Bank
Industry Banking
Experience
HarborOne   February 2009 - Present
HarborOne Credit Union  2009 - Present
South Shore Hospital Foundation   2005 - Present
Old Colony YMCA  1998 - Present
Sovereign Bancorp  June 1999 - February 2009
Compass Bank  1999 - 2004
Compass Bank  1999 - 2004
Fleet Financial Group   1995 - 2001
Bank of Boston  1978 - 1985

Skills
Strategic Planning, Fundraising, Commercial Lending, Team Building, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Risk Management, Portfolio Management, Underwriting, Financial Analysis, Mortgage Lending, Credit Risk, Non-profits, Cash Management, Mergers, Financial Risk, Nonprofits, Small Business Lending, Executive Management, Commercial Mortgages, Management, Loan Origination, Retail Banking, Financial Services, Consumer Lending, Finance, Mortgage Banking, Relationship Management, Capital Markets, Treasury Management, Asset Based Lending, AML, Lines Of Credit, Structured Finance, Operational Risk..., Mergers & Acquisitions

Education
Rutgers University-New Brunswick   1974 — 1975
Stonier Graduate School of Banking

Suffolk University - Sawyer School of Management   1969 — 1972
MBA

Boston University   1964 — 1968
BA, American History

Daniel G Aluigi Daniel G Aluigi Greater Boston Area Details
Daniel G Aluigi's Fleet Financial Group Experience January 1999 - January 2000
Job District ManagementLead Preferred Banking Offices on Sales, Service and Operations at First Republic Bank.
Industry Banking
Experience
First Republic Bank  July 2013 - Present
Santander Bank, N.A.   January 2009 - July 2013
Citizens Bank  January 2000 - January 2009
FLEET FINANCIAL GROUP   January 1999 - January 2000
CENTRAL HOLIDAYS  January 1998 - January 1999
EUROPEAN INCOMING SERVICES   January 1994 - January 1998

Skills
Performance Management, Sales, Training, Recruiting, Selling, Banking, Customer Service, Coaching, Management, Leadership, Strategic Planning, Time Management, Marketing, Sales Operations, New Business Development, Retail Banking, Sales Management, Consumer Lending, Loans, Credit, Portfolio Management, Relationship Management, Commercial Banking, Small Business Lending, Retail banking

Education
Boston University   1990 — 1994
BA, International Relations and Economics

St Bernard's High School   1986 — 1990
High school diploma, High School/Secondary Diplomas and Certificates

Sandra Mazur Sandra Mazur Greater Boston Area Details
Sandra Mazur's Fleet Financial Group Experience 1995 - 2000
Job Renewals Manager
Industry Nonprofit Organization Management
Experience
KVH Kosher   April 2009 - March 2015
Bank of America  August 2007 - February 2009
Sapphire Technologies  August 2005 - May 2007
Bank of America / FleetBoston Financial   January 2001 - 2005
Fleet Financial Group   1995 - 2000
Fleet Financial Group   1992 - 1994
Bank of New England  1989 - 1991

Skills
Financial Services, Banking, Risk Management, Portfolio Management, Financial Analysis, Business Analysis, Management, Process Improvement

Education
Simmons College   1978 — 1982
Finance / Management

Serge Arel, AIA Serge Arel, AIA Hartford, Connecticut Area Details
Serge Arel, AIA's Fleet Financial Group Experience 1995 - 1999
Job Projects Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield  October 2010 - Present
Johnson Controls Inc  April 1999 - October 2010
Fleet Financial Group   1995 - 1999
Shawmut Bank  1993 - 1995
Aetna  1990 - 1993

Education
Boston Architectural College   1985 — 1990
BArch, Architecture

Hartford State Technical College   1980 — 1982
AS, Architectural Technology

Eastern Connecticut State University   1979 — 1980

Conard High School   1976 — 1979

Judith McCandless Judith McCandless Greater New York City Area Details
Judith McCandless's Fleet Financial Group Experience September 1985 - April 1994
Job Volunteer and New Member Coordinator at The Reformed Church of Bronxville
Industry E-Learning
Experience
The Reformed Church of Bronxville   January 2015 - Present
Intertwined Concepts, LLC   January 2012 - December 2014
Fleet Financial Group   September 1985 - April 1994
Lotus Development  1983 - 1985

Skills
Public Speaking, Investor Relations, Luxury, Research, Public Relations, Strategic Communications, Equities, Media Relations, Social Media, Event Planning, Strategy, Email Marketing, Learning Management...

Education
Colorado State University   1975 — 1979
BS, Industrial Psychology

George Hagan George Hagan Providence, Rhode Island Area Details
George Hagan's Fleet Financial Group Experience 1985 - 2004
Job Senior Vice President Director of Loan Loss Reserves and Credit Stress testing at Citizens Financial Group
Industry Banking
Experience
Citizen Financial   September 2013 - Present
RBS-Citizens Financial Group.  September 2011 - December 2013
RBS-Citizens Financial Group  April 2007 - December 2011
InSource Consulting  March 2006 - April 2007
Hagan Associates   July 2004 - March 2006
Fleet Financial Group   1985 - 2004

Skills
Build Strong..., Strong presentation..., Risk Management, Business Analysis, Enterprise Risk..., Analysis, Analytics, Credit Risk, Financial Risk, Loans, Risk Assessment, Forecasting, Strategic Financial..., Stress Testing, Management, Credit, Economic Capital, Portfolio Management, Operational Risk, Banking, Financial Planning

Education
Bryant University   1981 — 1985
BS, Business Administration

Roger Ballou Roger Ballou Providence, Rhode Island Area Details
Roger Ballou's Fleet Financial Group Experience January 1989 - November 1995
Job Sr. Risk Manager
Industry Banking
Experience
RBS Citizens Group  July 2011 - Present
Century Bank  January 2010 - April 2011
Sovereign Bank  September 2006 - July 2009
DELOITTE AND TOUCHE  January 2005 - September 2006
American Student Assistance  January 1997 - December 2004
American Student Assistance  November 1995 - January 1997
FLEET FINANCIAL GROUP   January 1989 - November 1995

Skills
Operational Risk..., Risk Management, Financial Services, Risk Assessment, Financial Analysis, Auditing, Financial Risk, Anti Money Laundering, Credit, Enterprise Risk..., Internal Controls, Finance, Business Analysis, Process Improvement, Retail Banking, Analysis, Operational Risk, Management, Sarbanes-Oxley Act, Internal Audit, Banking

Education
Rhode Island College   1985 — 1986
Bachelor of Science, Accounting Management

Providence College   1978 — 1982
Bachelor of Science, Health Administration

Shawn Kerachsky Shawn Kerachsky Providence, Rhode Island Area Details
Shawn Kerachsky's Fleet Financial Group Experience 1995 - 1999
Job Managing Partner at TransparenC, Inc.
Industry Management Consulting
Experience
TransparenC, Inc.   January 2013 - Present
3C Associates Inc.   1999 - December 2012
Fleet Financial Group   1995 - 1999

Skills
Process Optimization, Business Process..., Strategic Planning, Business Process..., Business Strategy, Measurement Systems, Project Management, Program Management, Competency Management, Competency Assessment, Mergers & Acquisitions, Benefits Realisation, Benefit Cost Analysis, KPI implementation, HR Transformation, HR Project Management, Business Restructures, Operations Management, Financial Services, Customer Satisfaction, Contact Center..., Market Research, Organizational Design, Business Transformation, Team Building, Strategy, Process Improvement, Leadership, Business Analysis, Financial Analysis, Organizational..., Risk Management, Change Management, Management Consulting, Cross-functional Team..., Business Process, Restructuring, Acquisition Integration, PMO, Outsourcing, Project Portfolio...

Education
Clark University   1991 — 1995
BA

Jackie Esthus Jackie Esthus Providence, Rhode Island Area Details
Jackie Esthus's Fleet Financial Group Experience December 1995 - January 2001
Job Program Manager, Global HR
Industry Financial Services
Experience
Bank of America  October 2014 - Present
New York Life  January 2001 - October 2014
Fleet Financial Group   December 1995 - January 2001
Travelers  June 1990 - September 1993

Skills
Pensions, Relationship Management, Retirement, Financial Services, Vendor Management

Education
Harvard University   1982 — 1986
BA, Sociology

Howard Zern Howard Zern Hartford, Connecticut Area Details
Howard Zern's Fleet Financial Group Experience 1977 - 2005
Job Chief Retail Banking, Operations and Technology Officer at Simsbury Bank
Industry Banking
Experience
Simsbury Bank  January 2008 - Present
Bank of America; Fleet Bank; Shawmut   1977 - 2005
Fleet Financial Group   1977 - 2005

Education
Stony Brook University   1966 — 1968
BA, History

Ronald Temple Ronald Temple Greater New York City Area Details
Ronald Temple's Fleet Financial Group Experience January 1991 - May 1995
Job Portfolio Manager/Analyst and Director of US Research at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management  DirectorDeutsche Bank1996 - 2001
Bank of America NT&SA  May 1995 - August 1996
Fleet Financial Group   January 1991 - May 1995

Skills
Capital Markets, Fixed Income, Hedge Funds, Investments, Portfolio Management, Investment Banking, Financial Modeling

Education
Harvard University, John F. Kennedy School of Government   1990 — 1992
MPPPP, Public Policy

Duke University   1987 — 1990
Bachelor of Arts (B.A.), Economics and Public Policy

Susan Kelly Susan Kelly Providence, Rhode Island Area Details
Susan Kelly's Fleet Financial Group Experience 1991 - 2000
Job Retirement Service Delivery Executive
Industry Banking
Experience
Bank of America  2006 - Present
FleetBoston Financial  2000 - 2004
Fleet Financial Group   1991 - 2000

Skills
Employee Benefits, HRIS, Vendor Management, Process Improvement, PeopleSoft, Leadership, Mergers & Acquisitions, Talent Management, Performance Management, Management, Human Resources, Organizational..., Employee Relations, Mergers, Payroll Services

Education
Boston College   1979 — 1983
BS, Accounting

Anne Reuter Anne Reuter Albany, New York Area Details
Anne Reuter's Fleet Financial Group Experience January 1998 - December 2001
Job Voice & Data Circuit
Industry Information Services
Experience
Nevins and Henin   January 2010 - Present
Hudson Valley Community College  2009 - 2010
EDS/Bank of America   August 2004 - December 2008
EDS/Bank of America   June 2004 - June 2005
Fleet Bank  May 2001 - July 2004
Fleet Financial Group   January 1998 - December 2001
Charles River Associates  June 1990 - March 1993

Education
Syracuse University   1980 — 1981
M. S., Information Studies

Simmons College   1970 — 1971
MLS, Library Science

Scripps College
BA; Masters; Masters, Library Science; Information Systems

Elizabeth Madden, MBA, DPT Elizabeth Madden, MBA, DPT Greater Boston Area Details
Elizabeth Madden, MBA, DPT's Fleet Financial Group Experience 1994 - 2001
Job Director / Manager / Leader Healthcare Industry
Industry Hospital & Health Care
Experience
Brockton Visiting Nurse Association  September 2010 - 2012
Gentiva Health Services  July 2007 - February 2011
Brockton Visiting Nurse Association  2004 - 2007
Boston University, HealthDrive / AgeSense, Lexiphone Corporation   1998 - 2001
Fleet Financial Group   1994 - 2001

Skills
Program Management, Healthcare, Project Management, Lean Management, Clinical Development, Business Strategy, Analytics, Leadership, Clinical Research, Training, Management, Physical Therapy, Strategy, Healthcare Information..., Orthopedic

Education
Quality & Productivity Solutions, Inc.   2012 — 2012
Certificate in Lean Six Sigma Green Belt & Project Management, Lean Organization Culture and Process Improvement

Boston University   2005 — 2007
DPT, Health Professions and Related Clinical Sciences, Other

Boston University - School of Management   1992 — 1998
MBA, General with Intrapreneurship / Entrepreneurship Concentration

Northeastern University
BS, Health Services

Barry Fields Barry Fields West Palm Beach, Florida Area Details
Barry Fields's Fleet Financial Group Experience September 1987 - January 1997
Job Vice President /Capital Advisor at J.P. Morgan
Industry Banking
Experience
JP MORGAN CHASE, (formerly BANK ONE)   December 1998 - May 2010
FLEET FINANCIAL GROUP   September 1987 - January 1997

Education
Southern Connecticut State University   1975 — 1979
BA, Economics

Canyon Lew Canyon Lew Orange County, California Area Details
Canyon Lew's Fleet Financial Group Experience 1997 - 1999
Job Director at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management  November 2004 - Present
Fleet Financial Group   1997 - 1999

Education
Boston University Questrom School of Business   2008 — 2009
MSIM, Investment Management

Brown University   1993 — 1997
AB, Economics & Engineering

Shawnee Mission East

Leonard Reininger Leonard Reininger Greater Salt Lake City Area Details
Leonard Reininger's Fleet Financial Group Experience October 1994 - October 1997
Job Vice President of Credit Research at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   February 2014 - Present
American Express  October 2010 - February 2014
US Federal Home Loan Bank (FHLB)   October 2006 - May 2010
Church Street Capital, Inc   September 2002 - October 2006
Dresdner RCM Global Investors  March 1997 - September 2002
Fleet Financial Group   October 1994 - October 1997
Prudential Investment Corporation   October 1993 - October 1994
Moody's Investors Service  January 1988 - January 1993

Skills
Credit Risk, Credit, Credit Analysis, Credit Cards, Risk Management, Financial Risk, Banking, Portfolio Management, Loans, Underwriting, Financial Analysis, Financial Services, Relationship Management, Financial Modeling, Commercial Banking, Finance, Retail Banking, Mortgage Lending, Corporate Finance, AML, Commercial Lending, Funding, Executive Management, Analysis, Operational Risk..., Strategic Financial..., Forecasting, Financial Structuring, Fixed Income, Capital Markets, Financial Statement..., Investments, Valuation, Securities, Internal Audit, Small Business Lending, Financial Institutions, Business Process..., Financial Advisory, Basel II, Asset Management, Treasury Management, Bonds, Cash Management, Economics, Mutual Funds, Wealth Management, Financial Markets, Management, Operational Risk

Education
New York University   1986 — 1988
Post Masters Diploma, Financial Management

Baruch College, City University of New York (CUNY)   1983 — 1985
MPA, Public Administration

Larry Ballard Larry Ballard Gastonia, North Carolina Details
Larry Ballard's Fleet Financial Group Experience 1977 - 1989
Job Project Manager HUD Contract Area A7 at A2Z Field Services
Industry Real Estate
Experience
A2Z Field Services  March 2013 - Present
Larry Ballard Real Estate Services   1990 - Present
Cityside Management Corp  June 2010 - November 2011
Michaelson, Connor, & Boul   2000 - 2010
United Mortgage and Loan investment   1990 - 1999
Fleet Financial group   1977 - 1989

Skills
REO, HUD, Property Management, Foreclosures, Residential, Investors, Due Diligence, Loss Mitigation, Distressed Property, Property, Residential Homes, Loan Servicing, Evictions, Real Estate Development, Sellers, Short Sales, Investment Properties, Real Estate, Single Family Homes, Asset Management, Loan Origination, Selling, Loans, FHA, Mortgage Lending, First Time Home Buyers, Real Estate Transactions, Disposition, Real Estate Financing, Real Estate Economics, Real Property, Relocation, Commercial Real Estate, Brokerage, Home Inspections, Appraisals, Apartments, Referrals, Leases, Rentals, New Home Sales, Condos, Luxury, Mortgage Banking, Buyers, Listings, Sales

Education
Marquette University
School of Consumer Credit Management

Elizabeth Clancy Clyde Elizabeth Clancy Clyde Allentown, Pennsylvania Area Details
Elizabeth Clancy Clyde's Fleet Financial Group Experience June 1993 - March 1998
Job Searching for new opportunity
Industry Accounting
Experience
East Penn Tax Preparation   September 2011 - Present
East Penn Tax Preparation and Services   2011 - 2012
INERGY PROPANE, LLC  May 2009 - June 2010
EASTUPLAND ASSOCIATES   March 2006 - September 2008
DUN AND BRADSTREET  January 2002 - August 2005
D&B International & North America   May 1998 - December 2001
FLEET FINANCIAL GROUP   June 1993 - March 1998
FLEET FINANCIAL GROUP (FORMERLY BANK OF NEW ENGLAND)   March 1990 - June 1993

Skills
Financial Reporting, Forecasting, Accounting, Account Reconciliation, Budgets, General Ledger, Variance Analysis, Accounts Receivable, Accounts Payable, Auditing, Leadership

Education
Moravian College
Organizational Management

Suffolk University
Finance, Program; Accounting, Business Writing, Business Law

Norma May Norma May Greater Boston Area Details
Norma May's Fleet Financial Group Experience January 1993 - January 1997
Job Travel and Expense Adminstrator at Biogen
Industry Biotechnology
Experience
Biogenidec  February 1997 - November 2010
Biogen Idec  January 1997 - November 2010
Biogen Idec  February 1993 - November 2010
Union United Methodist Church  February 1993 - November 2010
FLEET FINANCIAL GROUP   January 1993 - January 1997

Skills
I am an Account Payable..., Expenses, Accounts Payable, Invoicing, Spreadsheets, Financial Statements, Financial Analysis, Journal Entries, Accounting, Accruals, Finance, Auditing

Education
NORTHEASTERN UNIVERSITY
Bachelor of Science, Geology/Earth Science, General

Northeastern University
BS, Geology/Earth Science, General

Richard Errico Richard Errico Greater New York City Area Details
Richard Errico's Fleet Financial Group Experience 1984 - 2000
Job Professor at John Jay College
Industry Higher Education
Experience
John Jay College  August 2001 - Present
ISS Security Services (ltd)   December 2009 - February 2011
Allied Barton  December 2007 - December 2008
GreenPoint Bank  August 2000 - November 2006
FLEET Financial Group   1984 - 2000
The Bank Of New York  July 1974 - July 1984

Education
City University of New York-John Jay College of Criminal Justice   1998 — 2000
Masters of Science, Protection Management

Kathy Tegolini Kathy Tegolini Hartford, Connecticut Area Details
Kathy Tegolini's Fleet Financial Group Experience 1995 - 2000
Job Health Care Analyst
Industry Banking
Experience
Webster Bank  2009 - 2013
Webster Bank  2007 - 2009
Webster Bank  2000 - 2007
Fleet Financial Group   1995 - 2000
FDIC  1992 - 1995
American Skandia Life Assurance Corporation   1990 - 1992
Uniroyal Chemical  1988 - 1990
Trenwick America Reinsurance Corporation   1985 - 1988

Skills
Risk Management, Financial Analysis, Finance, Financial Risk, Strategic Financial..., Accounting, Project Management, Operational Risk..., Enterprise Risk..., Banking, Internal Controls, Process Improvement, Auditing, Financial Reporting, Retail Banking, Forecasting

Education
Sacred Heart University
MBA, Finance

Post University
BS, Accounting

Kimberly Milosh Kimberly Milosh Providence, Rhode Island Area Details
Kimberly Milosh's Fleet Financial Group Experience 1998 - 2004
Job Vice President/Program Support for AML Program Office and Enterprise Data Governance Team
Industry Financial Services
Experience
State Street  September 2014 - Present
State Street  January 2012 - Present
State Street  May 2006 - December 2011
Bank of America  2004 - 2005
Fleet Financial Group   1998 - 2004
Fleet Financial Group   1988 - 1998

Skills
Risk Management, Credit Risk, Enterprise Risk..., Operational Risk, Banking, Capital Markets, Derivatives, Business Analysis, Basel II, Team Leadership, Project Management, Process Improvement, Regulatory Analysis, Basel III, Presentations, Foreign Exchange Risk..., Business Requirements, Information Delivery, Reporting, Economics, Documentation, Financial Risk

Education
Brown University   1984 — 1988
BS, Honors, Phi Beta Kappa, Economics, Organizational Behavior/Management

University of Rhode Island
MBA, Business Administration and Management, General

Alesia Barbaro Alesia Barbaro Springfield, Massachusetts Area Details
Alesia Barbaro's Fleet Financial Group Experience January 1995 - January 1999
Job Experienced Accounting Manager
Industry Banking
Experience
Friendly Ice Cream Corporation  January 1999 - January 2004
FLEET FINANCIAL GROUP   January 1995 - January 1999
Shawmut Bank  January 1992 - January 1995
Shawmut Bank  January 1988 - January 1992

Skills
Budgeting, General Ledger, Accounts Payable, Lawson, Excel, Accounting, Forecasting, Word, Customer Service, Planning, Analysis, Financial Reporting, Financial Analysis, Reconciliation, Internal Controls, Accruals, Financial Accounting, Account Reconciliation, Variance Analysis, Fixed Assets, Finance, Invoicing

Education
New York University

Western New England University
BS/BA, Accounting

Ann Marie Goyette, CPA Ann Marie Goyette, CPA Smithfield, Rhode Island Details
Ann Marie Goyette, CPA's Fleet Financial Group Experience October 1994 - May 1997
Job Senior Tax Professional at Bank of America
Industry Banking
Experience
Bank of America  September 2014 - Present
RBS Citizens Financial Group  April 2012 - September 2014
Betro and Company, P.C.   December 2006 - March 2012
Gerber Scientific, Inc.   August 1997 - October 2000
Fleet Financial Group   October 1994 - May 1997
Coopers and Lybrand  September 1991 - September 1994

Skills
Income Tax, Account Reconciliation, Accounting, Tax, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Tax Preparation

Education
Bryant University   1995 — 1997
Master of Science in Taxation, Tax

Providence College   1987 — 1991
Bachelor of Science in Business Administration, Accounting

Harry Eng Harry Eng Middletown, Rhode Island Details
Harry Eng's Fleet Financial Group Experience October 1991 - June 1994
Job Controller at Hartford Paving
Industry Construction
Experience
Blueline Construction Corp   February 1997 - Present
NECBL   July 2007 - Present
Fleet Bank  June 1994 - February 1997
Fleet Financial Group   October 1991 - June 1994
Lefkowitz, Garfinkel, Champi and DeRienzo   January 1990 - June 1994
KPMG US  August 1985 - June 1988

Skills
Renovation, Residential Homes, Construction Management, Contract Negotiation, Green Building, New Business Development, Strategic Planning, Contractors, Entrepreneurship, Small Business, Team Building, Interior Design, Project Management, Real Estate

Education
Boston College   1981 — 1985
Bachelor's Degree, Accounting and Computer Science

Dave Gilligan Dave Gilligan Cranston, Rhode Island Details
Dave Gilligan's Fleet Financial Group Experience 1984 - 1993
Job Attorney at Gilligan Law Offices
Industry Law Practice
Experience
Gilligan Law Offices   1993 - Present
Fleet Financial Group   1984 - 1993

Education
Suffolk University Law School   1988 — 1992
Juris Doctorate

Bryant University   1985 — 1987
Master of Business Administration ( Attended Finance Program)

University of Rhode Island
Bachelor of Arts, Political Science

Andrew Heymann Andrew Heymann Hartford, Connecticut Area Details
Andrew Heymann's Fleet Financial Group Experience 1996 - 1998
Job Product Manager Property & Casualty Insurance at The Hartford
Industry Financial Services
Experience
The Hartford  1998 - Present
Fleet Financial Group   1996 - 1998
META Group  1994 - 1996
Greenwich Associates  1992 - 1994

Skills
Mutual Funds, Financial Services, Underwriting, Risk Management, Insurance, Property & Casualty..., Management, Business Analysis, Commercial Insurance, General Insurance, Analysis, Strategic Planning, Analytics

Education
Eastern Connecticut State University

University of New Haven
Master of Business Administration (MBA), Marketing

Eastern Connecticut State University   1985 — 1990
Bachelor of Business Administration (BBA), Marketing and Economics

David Keenan David Keenan Greater New York City Area Details
David Keenan's Fleet Financial Group Experience 1998 - 2000
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2012 - Present
UBS AG  2005 - 2012
Barclays Capital  2000 - 2005
Fleet Financial Group   1998 - 2000
Price Waterhouse  1997 - 1998
Federal Reserve Bank of Boston  1990 - 1997

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1990
Master of Science (MS), Finance

University of Massachusetts Lowell   1985 — 1989
BS, Finance

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