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
Jerry Ellis Jerry Ellis's Fleet Financial Group Experience March 1997 - May 1999
Job Senior Director and General Manager of Operations at CLEAResult
Industry Executive Office
Experience
CLEAResult February 2015 - Present
American Achievement Corporation May 2004 - February 2015
APAC Customer Services August 2000 - May 2004
MCI May 1999 - August 2000
Fleet Financial Group March 1997 - May 1999
APAC Customer Services March 1995 - March 1997
MCI August 1988 - March 1995
Skills
Process Improvement, Management, Call Centers, Customer Satisfaction, Call Center, Customer Experience, Performance Management, Workforce Management, CRM, BPO, Outsourcing, Call Center Development, Operations Management, Team Building, Vendor Management, Cross-functional Team..., Business Development, Contact Centers, Lean Manufacturing, Training, P&L Management, Change Management, Lead Generation, Sales Process, Customer Retention, Strategy, Leadership, Forecasting, Account Management, Employee Training, Quality Assurance, Strategic Planning, Employee Relations, Business Process..., Operational Excellence, Six Sigma, Team Leadership, Coaching, Human Resources, Sales Management, Sales Operations, Salesforce.com, Budgets, Result Oriented
Education
University of Iowa 1982 — 1987
Bachelor's Degree, Business Emphasis
CLEAResult February 2015 - Present
American Achievement Corporation May 2004 - February 2015
APAC Customer Services August 2000 - May 2004
MCI May 1999 - August 2000
Fleet Financial Group March 1997 - May 1999
APAC Customer Services March 1995 - March 1997
MCI August 1988 - March 1995
Skills
Process Improvement, Management, Call Centers, Customer Satisfaction, Call Center, Customer Experience, Performance Management, Workforce Management, CRM, BPO, Outsourcing, Call Center Development, Operations Management, Team Building, Vendor Management, Cross-functional Team..., Business Development, Contact Centers, Lean Manufacturing, Training, P&L Management, Change Management, Lead Generation, Sales Process, Customer Retention, Strategy, Leadership, Forecasting, Account Management, Employee Training, Quality Assurance, Strategic Planning, Employee Relations, Business Process..., Operational Excellence, Six Sigma, Team Leadership, Coaching, Human Resources, Sales Management, Sales Operations, Salesforce.com, Budgets, Result Oriented
Education
University of Iowa 1982 — 1987
Bachelor's Degree, Business Emphasis
Bob Jarmak Bob Jarmak's Fleet Financial Group Experience 1984 - 1988
Job CEO at CMB Financial Corp.
Industry Financial Services
Experience
CMB Financial Corp. 1993 - Present
Manchester Community College 2001 - 2011
First NH Mortgage Corp. 1988 - 1993
Fleet Financial Group. 1984 - 1988
Drexel Burnham Lambert 1980 - 1984
Education
Bates College
BS
Thomas College
Master of Science (MS)
CMB Financial Corp. 1993 - Present
Manchester Community College 2001 - 2011
First NH Mortgage Corp. 1988 - 1993
Fleet Financial Group. 1984 - 1988
Drexel Burnham Lambert 1980 - 1984
Education
Bates College
BS
Thomas College
Master of Science (MS)
Richard Klink Richard Klink's Fleet Financial Group Experience 2000 - 2001
Job Associate Broker at Berkshire Hathaway Home Services CNY Realty (formerly Prudential CNY)
Industry Marketing and Advertising
Experience
Berkshire Hathaway Home Services CNY Realty February 2010 - Present
Berkshire Hathaway Home Services CNY Realty February 2003 - Present
Quick & Reilly May 1998 - June 2001
Fleet Financial Group 2000 - 2001
New York Life May 1996 - May 1998
New York Life 1994 - 1996
Skills
Real Estate, Sellers, Referrals, Investment Properties, Real Estate Transactions, Marketing, Selling, Residential Homes, Investors, New Home Sales, Listings, Townhomes
Education
Syracuse University
BA, Economics
Berkshire Hathaway Home Services CNY Realty February 2010 - Present
Berkshire Hathaway Home Services CNY Realty February 2003 - Present
Quick & Reilly May 1998 - June 2001
Fleet Financial Group 2000 - 2001
New York Life May 1996 - May 1998
New York Life 1994 - 1996
Skills
Real Estate, Sellers, Referrals, Investment Properties, Real Estate Transactions, Marketing, Selling, Residential Homes, Investors, New Home Sales, Listings, Townhomes
Education
Syracuse University
BA, Economics
Patricia Norberg Patricia Norberg's Fleet Financial Group Experience 1992 - 1998
Job Associate Professor and Behavioral Research Consultant
Industry Research
Experience
Independent Consulting 2012 - Present
Quinnipiac University 2003 - Present
Global Prepaid Exchange November 2006 - February 2011
Independent Consulting 2002 - 2003
University of Rhode Island 1999 - 2003
Providence College 1999 - 2001
Network Six, Inc. 1998 - 1999
Fleet Financial Group 1992 - 1998
Skills
Advertising, Incentives, Market Research, Marketing Research, Event Management, Marketing, Management, Training, Research, Social Media Marketing, Analytics, Social Media, Microsoft Office, Marketing Strategy, Strategy
Education
University of Rhode Island - College of Business Administration
Ph.D., Marketing
CHSE
Independent Consulting 2012 - Present
Quinnipiac University 2003 - Present
Global Prepaid Exchange November 2006 - February 2011
Independent Consulting 2002 - 2003
University of Rhode Island 1999 - 2003
Providence College 1999 - 2001
Network Six, Inc. 1998 - 1999
Fleet Financial Group 1992 - 1998
Skills
Advertising, Incentives, Market Research, Marketing Research, Event Management, Marketing, Management, Training, Research, Social Media Marketing, Analytics, Social Media, Microsoft Office, Marketing Strategy, Strategy
Education
University of Rhode Island - College of Business Administration
Ph.D., Marketing
CHSE
Jan Bennett Jan Bennett's Fleet Financial Group Experience 1990 - 1995
Job IT Audit Manager at Palmetto Health
Industry Hospital & Health Care
Experience
Palmetto Health August 2003 - Present
Ahold Information Services August 2000 - August 2003
Fleet Mortgage 1997 - 2000
Fleet Financial Group 1990 - 1995
Education
The Citadel 1980 — 1984
BA, Mathematics & Computer Science
Conway High 1976 — 1980
Palmetto Health August 2003 - Present
Ahold Information Services August 2000 - August 2003
Fleet Mortgage 1997 - 2000
Fleet Financial Group 1990 - 1995
Education
The Citadel 1980 — 1984
BA, Mathematics & Computer Science
Conway High 1976 — 1980
Jeff Bernstein Jeff Bernstein's Fleet Financial Group Experience November 1994 - March 1996
Job Experienced consultant, financial services executive, entrepreneur and visionary debt collections / risk expert
Industry Information Technology and Services
Experience
Experian May 2014 - Present
Experian Decision Analytics February 2009 - May 2014
Stratagem Portfolio Services, LLC July 2006 - December 2011
Acadia Consulting Group May 1998 - February 2009
MasterCard Worldwide January 2004 - February 2006
FICO June 1997 - June 1998
Fair, Isaac and Company, Inc. March 1996 - June 1997
Fleet Financial Group November 1994 - March 1996
Fleet Financial Group September 1990 - October 1994
Fleet Bank March 1989 - September 1990
Skills
Credit Risk, Banking, Risk Management, Portfolio Management, Executive Management, Analytics, Credit Cards, Credit, Mergers, Payments, Outsourcing, Strategy Development, Call Center, Operations Management, Vendor Management, Loans, Business Strategy, Strategic Planning, Start-ups, New Business Development, Process Engineering, Process Improvement, Team Building, Risk, Change Management, Performance Management, Due Diligence, Mortgage, Strategic Partnerships, Consultative Selling, Business Planning, Strategy, Financial Risk, Financial Services, Call Centers, Selling, Business Analysis, Product Management, Leadership, Management, Consulting, Business Process, Integration, Training, Finance, Project Management, CRM, Governance, Retail Banking, Management Consulting
Education
Syracuse University 1976 — 1980
B.S.
Experian May 2014 - Present
Experian Decision Analytics February 2009 - May 2014
Stratagem Portfolio Services, LLC July 2006 - December 2011
Acadia Consulting Group May 1998 - February 2009
MasterCard Worldwide January 2004 - February 2006
FICO June 1997 - June 1998
Fair, Isaac and Company, Inc. March 1996 - June 1997
Fleet Financial Group November 1994 - March 1996
Fleet Financial Group September 1990 - October 1994
Fleet Bank March 1989 - September 1990
Skills
Credit Risk, Banking, Risk Management, Portfolio Management, Executive Management, Analytics, Credit Cards, Credit, Mergers, Payments, Outsourcing, Strategy Development, Call Center, Operations Management, Vendor Management, Loans, Business Strategy, Strategic Planning, Start-ups, New Business Development, Process Engineering, Process Improvement, Team Building, Risk, Change Management, Performance Management, Due Diligence, Mortgage, Strategic Partnerships, Consultative Selling, Business Planning, Strategy, Financial Risk, Financial Services, Call Centers, Selling, Business Analysis, Product Management, Leadership, Management, Consulting, Business Process, Integration, Training, Finance, Project Management, CRM, Governance, Retail Banking, Management Consulting
Education
Syracuse University 1976 — 1980
B.S.
Fran O'Rourke Fran O'Rourke's Fleet Financial Group Experience 2000 - 2005
Job Senior Vice President Market Manager Key Private Bank Albany NY
Industry Banking
Experience
Key Bank 2009 - Present
Bank of America 2005 - 2008
Fleet Financial Group 2000 - 2005
Fleet Financial Group 1994 - 2000
Skills
Credit, Banking, Small Business Lending, Loans, Commercial Banking, Consumer Lending, Commercial Lending, Investments, Retail Banking, Cross Selling, Credit Analysis, Wealth Management, Mortgage Lending, Series 7, Portfolio Management, Leadership, Loan Origination, Lines Of Credit, Private Banking, Finance
Education
State University of New York at Albany
Key Bank 2009 - Present
Bank of America 2005 - 2008
Fleet Financial Group 2000 - 2005
Fleet Financial Group 1994 - 2000
Skills
Credit, Banking, Small Business Lending, Loans, Commercial Banking, Consumer Lending, Commercial Lending, Investments, Retail Banking, Cross Selling, Credit Analysis, Wealth Management, Mortgage Lending, Series 7, Portfolio Management, Leadership, Loan Origination, Lines Of Credit, Private Banking, Finance
Education
State University of New York at Albany
Thomas J. Lamb Jr. Thomas J. Lamb Jr.'s Fleet Financial Group Experience April 1984 - December 1999
Job President, CEO & Chairman of the Board at Centreville Savings Bank
Industry Banking
Experience
Centreville Savings Bank May 2015 - Present
Centreville Savings Bank April 2014 - May 2015
Wickford Consulting, LLC January 2000 - April 2014
Fleet Financial Group April 1984 - December 1999
Skills
Management Consulting, Executive Coaching, Strategic Planning, Change Management, Performance Management, Mergers & Acquisitions, Recruiting, Leadership Development, Executive Management, Team Building, Employee Relations, Organizational..., Talent Acquisition, Business Strategy, Organizational Design, Succession Planning, Human Resources
Education
University of Rhode Island 1970 — 1974
Bachelor of Arts (B.A.)
Centreville Savings Bank May 2015 - Present
Centreville Savings Bank April 2014 - May 2015
Wickford Consulting, LLC January 2000 - April 2014
Fleet Financial Group April 1984 - December 1999
Skills
Management Consulting, Executive Coaching, Strategic Planning, Change Management, Performance Management, Mergers & Acquisitions, Recruiting, Leadership Development, Executive Management, Team Building, Employee Relations, Organizational..., Talent Acquisition, Business Strategy, Organizational Design, Succession Planning, Human Resources
Education
University of Rhode Island 1970 — 1974
Bachelor of Arts (B.A.)
Barbara Bartilson Barbara Bartilson's Fleet Financial Group Experience 1996 - 1997
Job SVP, Talent & Business Partner, SPHR, SHRMSCA
Industry Management Consulting
Experience
Fortune 100, midmarket, and small businesses. July 2012 - Present
Accenture March 2012 - July 2012
Accenture February 2008 - February 2012
ABN AMRO/LaSalle Bank Corporation 1997 - 2007
Fleet Financial Group 1996 - 1997
Fleet Financial Group 1994 - 1996
Fleet Financial Group 1993 - 1994
Fleet Financial Group 1991 - 1993
Skills
Talent Management, Performance Improvement, Leadership, Organizational..., Leadership Development, Change Management, Organizational..., Management Consulting, Executive Coaching, Performance Management, Strategy, Human Resources, Coaching, Management, Organizational Design, New Business Development, Succession Planning, Training, Employee Engagement, Project Planning, Cross-functional Team..., Banking, Budgets, Enterprise Software, Process Improvement, Mergers & Acquisitions, Employee Training, Employee Benefits, Strategic Planning, Team Building, Program Management, Workforce Planning, Business Transformation, Business Strategy, Culture Change, Talent Acquisition, Strategic Thinking, Deferred Compensation, Start-ups, Business Process..., Workshop Facilitation, Employee Relations, Personnel Management, Outsourcing, Governance, Consulting, Executive Management, Training Delivery, Acquisition Integration, Vendor Management
Education
University of Colorado Boulder
University of Pennsylvania - The Wharton School
University of Wisconsin-Stout
B.S.
Fortune 100, midmarket, and small businesses. July 2012 - Present
Accenture March 2012 - July 2012
Accenture February 2008 - February 2012
ABN AMRO/LaSalle Bank Corporation 1997 - 2007
Fleet Financial Group 1996 - 1997
Fleet Financial Group 1994 - 1996
Fleet Financial Group 1993 - 1994
Fleet Financial Group 1991 - 1993
Skills
Talent Management, Performance Improvement, Leadership, Organizational..., Leadership Development, Change Management, Organizational..., Management Consulting, Executive Coaching, Performance Management, Strategy, Human Resources, Coaching, Management, Organizational Design, New Business Development, Succession Planning, Training, Employee Engagement, Project Planning, Cross-functional Team..., Banking, Budgets, Enterprise Software, Process Improvement, Mergers & Acquisitions, Employee Training, Employee Benefits, Strategic Planning, Team Building, Program Management, Workforce Planning, Business Transformation, Business Strategy, Culture Change, Talent Acquisition, Strategic Thinking, Deferred Compensation, Start-ups, Business Process..., Workshop Facilitation, Employee Relations, Personnel Management, Outsourcing, Governance, Consulting, Executive Management, Training Delivery, Acquisition Integration, Vendor Management
Education
University of Colorado Boulder
University of Pennsylvania - The Wharton School
University of Wisconsin-Stout
B.S.
Vic Hoffman Vic Hoffman's Fleet Financial Group Experience 1994 - 2000
Job Director, Analytical Consulting at Teradata
Industry Management Consulting
Experience
Teradata 2004 - Present
NCR 2004 - 2007
Tillinghast - Towers Perrin 2000 - 2002
Towers Perrin 2000 - 2002
FleetBoston Corporation 1994 - 2000
Fleet Financial Group 1994 - 2000
Fleet Bank 1994 - 2000
Fleet 1994 - 2000
Shawmut Bank 1994 - 1995
Skills
Predictive Analytics, Analytics, Segmentation, Database Marketing, Business Analytics, SAS, Analytical Marketing, Information-Based..., Consumer Behavior..., Consumer Insight, Consumer Behaviour, Data Warehousing, Direct Marketing, Marketing, Business Intelligence, Data Modeling, Predictive Modeling, Data Mining, Big Data, Management, Customer Analysis, Teradata, Statistical Modeling, ETL, Data Integration, SAS programming, Strategy, Master Data Management, CRM, Consulting
Education
Brooklyn Technical High School
The Heller School for Social Policy and Management at Brandeis University
University at Buffalo
Teradata 2004 - Present
NCR 2004 - 2007
Tillinghast - Towers Perrin 2000 - 2002
Towers Perrin 2000 - 2002
FleetBoston Corporation 1994 - 2000
Fleet Financial Group 1994 - 2000
Fleet Bank 1994 - 2000
Fleet 1994 - 2000
Shawmut Bank 1994 - 1995
Skills
Predictive Analytics, Analytics, Segmentation, Database Marketing, Business Analytics, SAS, Analytical Marketing, Information-Based..., Consumer Behavior..., Consumer Insight, Consumer Behaviour, Data Warehousing, Direct Marketing, Marketing, Business Intelligence, Data Modeling, Predictive Modeling, Data Mining, Big Data, Management, Customer Analysis, Teradata, Statistical Modeling, ETL, Data Integration, SAS programming, Strategy, Master Data Management, CRM, Consulting
Education
Brooklyn Technical High School
The Heller School for Social Policy and Management at Brandeis University
University at Buffalo
Mary C. Wyatt's Fleet Financial Group Experience 1983 - 1989
Job Senior Vice President at AAA Southern New England
Industry Consumer Services
Experience
Johnson & Wales University September 2010 - Present
AAA Southern New England July 1999 - Present
Crystal Clear 2012 - 2013
Chaffee & Partners 1989 - 1999
Fleet Financial Group 1983 - 1989
Leonard Monahan Saabye October 1980 - March 1983
Skills
Marketing, Marketing Strategy, Strategy, Marketing Communications, CRM, Strategic Planning
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Journalism/English
University of Rhode Island, CCE, Providence
Master's degree candidate, Business Administration
Johnson & Wales University September 2010 - Present
AAA Southern New England July 1999 - Present
Crystal Clear 2012 - 2013
Chaffee & Partners 1989 - 1999
Fleet Financial Group 1983 - 1989
Leonard Monahan Saabye October 1980 - March 1983
Skills
Marketing, Marketing Strategy, Strategy, Marketing Communications, CRM, Strategic Planning
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Journalism/English
University of Rhode Island, CCE, Providence
Master's degree candidate, Business Administration
Craig Ludko's Fleet Financial Group Experience May 1995 - April 1997
Job Quality Director at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare April 2014 - Present
GE Healthcare April 2012 - April 2014
General Electric Healthcare June 2011 - April 2012
GE Healthcare November 2009 - July 2011
GE Healthcare October 2008 - November 2009
GE Healthcare February 2005 - October 2008
IDX Systems Corporation October 2003 - February 2005
IDX Systems Corporation April 1997 - October 2003
Fleet Financial Group May 1995 - April 1997
Shawmut National Corporation June 1992 - April 1995
Skills
Healthcare Information..., HL7, PACS, Medical Imaging, Cross-functional Team..., Medical Devices, Process Improvement, EHR, HIPAA, Agile Methodologies, Product Management, DICOM, Quality Management, Software Documentation, Integration, Quality Assurance, Informatics, Troubleshooting, Testing, Digital Imaging, SDLC, EMR, Radiology, Healthcare, Project Management, Visio, Software Implementation
Education
University of Connecticut 1988 — 1993
BS, Finance
GE Healthcare April 2014 - Present
GE Healthcare April 2012 - April 2014
General Electric Healthcare June 2011 - April 2012
GE Healthcare November 2009 - July 2011
GE Healthcare October 2008 - November 2009
GE Healthcare February 2005 - October 2008
IDX Systems Corporation October 2003 - February 2005
IDX Systems Corporation April 1997 - October 2003
Fleet Financial Group May 1995 - April 1997
Shawmut National Corporation June 1992 - April 1995
Skills
Healthcare Information..., HL7, PACS, Medical Imaging, Cross-functional Team..., Medical Devices, Process Improvement, EHR, HIPAA, Agile Methodologies, Product Management, DICOM, Quality Management, Software Documentation, Integration, Quality Assurance, Informatics, Troubleshooting, Testing, Digital Imaging, SDLC, EMR, Radiology, Healthcare, Project Management, Visio, Software Implementation
Education
University of Connecticut 1988 — 1993
BS, Finance
David Cielinski's Fleet Financial Group Experience 1988 - 1995
Job Field Remarketing Manager at Nissan North America
Industry Financial Services
Experience
Nissan North America August 2010 - Present
Fiserv March 2009 - August 2010
Fiserv Lending Solutions January 2007 - December 2008
Fiserv Automotive Solutions 2002 - 2006
Remarketing Services of America 1995 - 2006
RSA Solutions 1999 - 2002
Remarketing Services of America 1997 - 1999
Remarketing Services of America 1995 - 1997
Fleet Bank/Fleet Services Company 1988 - 1995
Fleet Financial Group 1988 - 1995
Skills
Vendor Management, Operations Management, CRM, Cross-functional Team..., Strategy, Management, Analysis, Project Management, Leadership, Business Strategy, Strategic Planning, Forecasting, Sales, Team Building, Process Improvement
Education
University at Buffalo 1981 — 1985
B.A., Economics
Nissan North America August 2010 - Present
Fiserv March 2009 - August 2010
Fiserv Lending Solutions January 2007 - December 2008
Fiserv Automotive Solutions 2002 - 2006
Remarketing Services of America 1995 - 2006
RSA Solutions 1999 - 2002
Remarketing Services of America 1997 - 1999
Remarketing Services of America 1995 - 1997
Fleet Bank/Fleet Services Company 1988 - 1995
Fleet Financial Group 1988 - 1995
Skills
Vendor Management, Operations Management, CRM, Cross-functional Team..., Strategy, Management, Analysis, Project Management, Leadership, Business Strategy, Strategic Planning, Forecasting, Sales, Team Building, Process Improvement
Education
University at Buffalo 1981 — 1985
B.A., Economics
Jody Blanford's Fleet Financial Group Experience January 1997 - August 2002
Job Controller The Diocese of Owensboro
Industry Financial Services
Experience
The Diocese of Owensboro March 2014 - Present
Prometheus Global Media July 2010 - December 2011
Conde Nast November 2002 - June 2010
Fleet Financial Group January 1997 - August 2002
GE Capital 1984 - 1996
Skills
Accounting, Internal Controls, Payroll, Financial Reporting, Budgeting, Financial Analysis, Process Improvement, Excel, Strategic Planning, Word, Microsoft Office, PowerPoint, Financial Modeling, Mergers, PeopleSoft, Team Building, Forecasting, Research, Customer Relations, Risk Management, SAP, Start-ups, Compliance, Accounts Receivable, Account Reconciliation, Vendor Relations, Change Management, Analytics, Customer Service, Team Leadership, SOX, Corporate Finance, Budgets, General Ledger, Leadership, Management, Microsoft Excel, Project Planning, Accounts Payable, Microsoft Word, Managerial Finance, Outlook, Mergers & Acquisitions
Education
University of Kentucky 1979 — 1983
Bachelor of Science (BS), Accounting
The Diocese of Owensboro March 2014 - Present
Prometheus Global Media July 2010 - December 2011
Conde Nast November 2002 - June 2010
Fleet Financial Group January 1997 - August 2002
GE Capital 1984 - 1996
Skills
Accounting, Internal Controls, Payroll, Financial Reporting, Budgeting, Financial Analysis, Process Improvement, Excel, Strategic Planning, Word, Microsoft Office, PowerPoint, Financial Modeling, Mergers, PeopleSoft, Team Building, Forecasting, Research, Customer Relations, Risk Management, SAP, Start-ups, Compliance, Accounts Receivable, Account Reconciliation, Vendor Relations, Change Management, Analytics, Customer Service, Team Leadership, SOX, Corporate Finance, Budgets, General Ledger, Leadership, Management, Microsoft Excel, Project Planning, Accounts Payable, Microsoft Word, Managerial Finance, Outlook, Mergers & Acquisitions
Education
University of Kentucky 1979 — 1983
Bachelor of Science (BS), Accounting
David Wick's Fleet Financial Group Experience August 1992 - August 1994
Job Program Director at Heartland Financial USA, Inc.
Industry Financial Services
Experience
Heartland Financial USA, Inc. January 1998 - Present
Citizens Financial Group August 1994 - December 1997
Fleet Financial Group August 1992 - August 1994
BankBoston 1987 - 1992
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning, Strategic Financial..., Securities, Wealth Management, Asset Managment, Portfolio Management, Financial Services, Banking, Strategic Planning, Risk Management, Investment Management, Investment Strategies, Credit, Sales, Asset Management, FINRA, Finance, Credit Risk, Life Insurance, Small Business, Investment Advisory, Change Management, Asset Allocation, Equities, Relationship Management, Leadership, Fixed Income, Credit Analysis, Financial Risk, Employee Benefits, 401k, Retirement, Salesforce.com, Mortgage Lending, Hedge Funds, Analysis, Alternative Investments, Insurance, Loans, Financial Modeling, Management, Financial Analysis, Series 6, Executive Management, Financial Advisory, Mergers & Acquisitions
Education
Pennsauken High School
University of Dubuque
Bachelor of Arts (B.A.), Educational Leadership and Administration, General
Heartland Financial USA, Inc. January 1998 - Present
Citizens Financial Group August 1994 - December 1997
Fleet Financial Group August 1992 - August 1994
BankBoston 1987 - 1992
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning, Strategic Financial..., Securities, Wealth Management, Asset Managment, Portfolio Management, Financial Services, Banking, Strategic Planning, Risk Management, Investment Management, Investment Strategies, Credit, Sales, Asset Management, FINRA, Finance, Credit Risk, Life Insurance, Small Business, Investment Advisory, Change Management, Asset Allocation, Equities, Relationship Management, Leadership, Fixed Income, Credit Analysis, Financial Risk, Employee Benefits, 401k, Retirement, Salesforce.com, Mortgage Lending, Hedge Funds, Analysis, Alternative Investments, Insurance, Loans, Financial Modeling, Management, Financial Analysis, Series 6, Executive Management, Financial Advisory, Mergers & Acquisitions
Education
Pennsauken High School
University of Dubuque
Bachelor of Arts (B.A.), Educational Leadership and Administration, General
Allison Berger's Fleet Financial Group Experience 1995 - 1998
Job Marketing Production Manager at Bright Horizons
Industry Marketing and Advertising
Experience
Bright Horizons August 2009 - Present
College Coach 2000 - 2008
Excelergy January 2000 - June 2000
KPMG 1999 - 2000
Fleet Financial Group 1995 - 1998
Skills
Marketing Communications, Marketing Management, Marketing, Event Planning, Marketing Strategy, Social Media, Management, Strategic Planning, Account Management, Salesforce.com, Public Speaking, Leadership, Email Marketing, Customer Service, Social Media Marketing, Sponsorship, Staff Development, Lead Generation, New Business Development, Leadership Development, Fundraising, Strategy, Advertising, Event Management
Education
University of Hartford 1990 — 1992
Bright Horizons August 2009 - Present
College Coach 2000 - 2008
Excelergy January 2000 - June 2000
KPMG 1999 - 2000
Fleet Financial Group 1995 - 1998
Skills
Marketing Communications, Marketing Management, Marketing, Event Planning, Marketing Strategy, Social Media, Management, Strategic Planning, Account Management, Salesforce.com, Public Speaking, Leadership, Email Marketing, Customer Service, Social Media Marketing, Sponsorship, Staff Development, Lead Generation, New Business Development, Leadership Development, Fundraising, Strategy, Advertising, Event Management
Education
University of Hartford 1990 — 1992
David Fingerman's Fleet Financial Group Experience 1994 - 1995
Job SVP, Technology & Operations at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
Santander Bank, N.A. December 2010 - July 2014
Sovereign Bank (Santander) April 2008 - December 2010
Bank of America 2005 - 2007
Bank of America 2003 - 2005
FleetBoston Financial 1995 - 2003
Fleet Financial Group 1994 - 1995
Citibank 1987 - 1994
Skills
Digital Marketing, Change Management, Online Marketing, Marketing Strategy, Business Planning, New Business Development, Internet, Channel Management, Channel Marketing, Channel Creation, B2B eCommerce, Product Development, Product Management, Product Marketing, User Interface Design, User Experience, P&L Management, Internet Banking, Retail Banking, Operations Management, Operational Excellence, Operational Planning, Quality Assurance, Email Marketing, SEO, Acquisition Marketing, Relationship Marketing, Marketing, Debit Cards, Segmentation, Strategic Planning, Multi-channel Marketing, Financial Services, Banking, Customer Acquisition, Management, Strategy
Education
London School of Economics and Political Science 1982 — 1985
B.Sc. (Economics)
The George Washington University - School of Business
MBA
Santander Bank, N.A. July 2014 - Present
Santander Bank, N.A. December 2010 - July 2014
Sovereign Bank (Santander) April 2008 - December 2010
Bank of America 2005 - 2007
Bank of America 2003 - 2005
FleetBoston Financial 1995 - 2003
Fleet Financial Group 1994 - 1995
Citibank 1987 - 1994
Skills
Digital Marketing, Change Management, Online Marketing, Marketing Strategy, Business Planning, New Business Development, Internet, Channel Management, Channel Marketing, Channel Creation, B2B eCommerce, Product Development, Product Management, Product Marketing, User Interface Design, User Experience, P&L Management, Internet Banking, Retail Banking, Operations Management, Operational Excellence, Operational Planning, Quality Assurance, Email Marketing, SEO, Acquisition Marketing, Relationship Marketing, Marketing, Debit Cards, Segmentation, Strategic Planning, Multi-channel Marketing, Financial Services, Banking, Customer Acquisition, Management, Strategy
Education
London School of Economics and Political Science 1982 — 1985
B.Sc. (Economics)
The George Washington University - School of Business
MBA
Stacy (Scott) Buller's Fleet Financial Group Experience 1991 - 1997
Job Sales Associate at Residential Properties, Ltd.
Industry Real Estate
Experience
Residential Properties, Ltd. May 2008 - Present
Delta Dental Plan of MA 1997 - 2000
Fleet Financial Group 1991 - 1997
Education
University of New Hampshire 1986 — 1990
BA, English
Barrington High School 1982 — 1986
Residential Properties, Ltd. May 2008 - Present
Delta Dental Plan of MA 1997 - 2000
Fleet Financial Group 1991 - 1997
Education
University of New Hampshire 1986 — 1990
BA, English
Barrington High School 1982 — 1986
Ellen Fox's Fleet Financial Group Experience August 1994 - September 1996
Job SVP, Channel Performance Executive, eChannels & Customer Solutions at Bank of America
Industry Banking
Experience
Bank of America October 2007 - July 2010
Bank of America April 2004 - October 2007
Fleet Bank January 2000 - April 2004
Fleet Bank December 1998 - January 2000
Fleet Bank September 1996 - December 1998
Fleet Financial Group August 1994 - September 1996
James River Corporation 1987 - 1992
Skills
Cross-functional Team..., Banking, Retail Banking
Education
University of Richmond - Robins School of Business 1979 — 1983
BS, Acounting, Economics
Bank of America October 2007 - July 2010
Bank of America April 2004 - October 2007
Fleet Bank January 2000 - April 2004
Fleet Bank December 1998 - January 2000
Fleet Bank September 1996 - December 1998
Fleet Financial Group August 1994 - September 1996
James River Corporation 1987 - 1992
Skills
Cross-functional Team..., Banking, Retail Banking
Education
University of Richmond - Robins School of Business 1979 — 1983
BS, Acounting, Economics
Bill Pratt's Fleet Financial Group Experience August 1994 - May 1997
Job East Coast Sales Executive at Utilidata, Inc.
Industry Computer Software
Experience
Utilidata, Inc. July 2013 - Present
Silver Spring Networks September 2011 - July 2013
Cherry Creek LLC June 2011 - September 2011
National Grid October 2008 - May 2011
National Grid Energy Services January 2007 - October 2008
National Grid (New England Gas Company) January 2001 - January 2007
ProvEnergy Oil January 1998 - January 2001
Providence Energy May 1997 - May 1998
Fleet Financial Group August 1994 - May 1997
AMERICAN INTERNATIONAL UNDERWRITERS January 1988 - May 1991
Skills
Forecasting, Smart Grid, Energy Efficiency, Energy, Renewable Energy, Demand Response, Business Strategy, Energy Management, Solar Energy, Strategic Planning, Program Management, Project Management, Cross-functional Team..., Smart Metering, Product Development, Marketing Strategy, Business Planning, Management, Strategy, Change Management, Mergers & Acquisitions, Product Management, Integration, Leadership, Market Research, Executive Management, Start-ups, Business Development
Education
Columbia University Business School NY, NY 1993 — 1994
MBA, Marketing & International Business
Trinity College-Hartford 1983 — 1987
BA, Economics and East Asian Studies
Utilidata, Inc. July 2013 - Present
Silver Spring Networks September 2011 - July 2013
Cherry Creek LLC June 2011 - September 2011
National Grid October 2008 - May 2011
National Grid Energy Services January 2007 - October 2008
National Grid (New England Gas Company) January 2001 - January 2007
ProvEnergy Oil January 1998 - January 2001
Providence Energy May 1997 - May 1998
Fleet Financial Group August 1994 - May 1997
AMERICAN INTERNATIONAL UNDERWRITERS January 1988 - May 1991
Skills
Forecasting, Smart Grid, Energy Efficiency, Energy, Renewable Energy, Demand Response, Business Strategy, Energy Management, Solar Energy, Strategic Planning, Program Management, Project Management, Cross-functional Team..., Smart Metering, Product Development, Marketing Strategy, Business Planning, Management, Strategy, Change Management, Mergers & Acquisitions, Product Management, Integration, Leadership, Market Research, Executive Management, Start-ups, Business Development
Education
Columbia University Business School NY, NY 1993 — 1994
MBA, Marketing & International Business
Trinity College-Hartford 1983 — 1987
BA, Economics and East Asian Studies
Walter Fuller's Fleet Financial Group Experience 1995 - 1997
Job Director of Internal Audit at Harvard Pilgrim Health Care, Inc.
Industry Hospital & Health Care
Experience
Harvard Pilgrim Health Care, Inc October 2005 - Present
Sun Life Financial April 1997 - September 2005
Fleet Financial Group 1995 - 1997
Shawmut National Corporation 1993 - 1995
Shawmut National Corporation 1989 - 1993
Bank of New England 1988 - 1989
Barnett Banks Inc. Barnett Banks Trust Company 1987 - 1988
Skills
Sarbanes-Oxley Act, Model Audit Rule, SSAE16, Risk Assessment, Fraud, Consulting, Assurance, Audit Committee, External Audit, IT Audit, Enterprise Risk..., CISA, Quality Assurance..., Auditing, Auditing Standards, Financial Risk, GRC, Board Relations
Education
Suffolk University- Sawyer School of Management, Boston MA. 1988 — 1991
MBA, Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Arts (BA)
Harvard Pilgrim Health Care, Inc October 2005 - Present
Sun Life Financial April 1997 - September 2005
Fleet Financial Group 1995 - 1997
Shawmut National Corporation 1993 - 1995
Shawmut National Corporation 1989 - 1993
Bank of New England 1988 - 1989
Barnett Banks Inc. Barnett Banks Trust Company 1987 - 1988
Skills
Sarbanes-Oxley Act, Model Audit Rule, SSAE16, Risk Assessment, Fraud, Consulting, Assurance, Audit Committee, External Audit, IT Audit, Enterprise Risk..., CISA, Quality Assurance..., Auditing, Auditing Standards, Financial Risk, GRC, Board Relations
Education
Suffolk University- Sawyer School of Management, Boston MA. 1988 — 1991
MBA, Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Arts (BA)
Paul MacKinnon's Fleet Financial Group Experience 1995 - 2005
Job Banking Center Risk & Control Professional
Industry Banking
Experience
Bank Of America January 2003 - December 2008
Fleet Bank /Bank of America 1971 - 2008
Fleet Financial Group 1995 - 2005
Shawmut Bank June 1971 - June 1995
Skills
Internal Controls, Risk Management, Audit, Banking, Internal Audit, Compliance, Strategy, Six Sigma, Operations Management, Auditing, Management, Retail Banking, Cash Management, Commercial Banking, Financial Analysis, Financial Services
Education
Suffolk University - Sawyer Business School 1967 — 1971
BSBA, Management
Bank Of America January 2003 - December 2008
Fleet Bank /Bank of America 1971 - 2008
Fleet Financial Group 1995 - 2005
Shawmut Bank June 1971 - June 1995
Skills
Internal Controls, Risk Management, Audit, Banking, Internal Audit, Compliance, Strategy, Six Sigma, Operations Management, Auditing, Management, Retail Banking, Cash Management, Commercial Banking, Financial Analysis, Financial Services
Education
Suffolk University - Sawyer Business School 1967 — 1971
BSBA, Management
Anna Paladino's Fleet Financial Group Experience May 1988 - September 2000
Job Training and Development Professional
Industry Defense & Space
Experience
Pittsfield Parks Speed Skating Club 2013 - Present
General Dynamics Mission Systems June 2011 - Present
The Hartwell Foundation February 2010 - April 2011
Canyon Ranch in Lenox June 2004 - June 2009
Sappa September 2000 - June 2004
Fleet Financial Group May 1988 - September 2000
Skills
Program Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Hotel, Restaurant and Travel Administration
Pittsfield Parks Speed Skating Club 2013 - Present
General Dynamics Mission Systems June 2011 - Present
The Hartwell Foundation February 2010 - April 2011
Canyon Ranch in Lenox June 2004 - June 2009
Sappa September 2000 - June 2004
Fleet Financial Group May 1988 - September 2000
Skills
Program Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Hotel, Restaurant and Travel Administration
Jeffrey Kolarik's Fleet Financial Group Experience June 1984 - September 1999
Job Vice President, Operations at Blue Cross & Blue Shield of Rhode Island
Industry Insurance
Experience
Blue Cross and Blue Shield of Rhode Island January 2015 - Present
Blue Cross & Blue Shield of Rhode Island September 2012 - Present
RBS Americas 1999 - September 2012
Fleet Financial Group June 1984 - September 1999
Skills
ACH, Banking, Electronic Payments, Risk Management, Payment Systems, Retail Banking, Cash Management, Financial Services, Payments, Credit Cards, Commercial Banking, Financial Risk, Internet Banking, Credit, Integration, Program Management, Vendor Management, Credit Risk, Operational Risk..., Business Analysis, Relationship Management, Leadership, Management, Outsourcing, Process Improvement, Operational Risk, AML, Analysis, Strategic Planning, Executive Management, KYC, Fraud, Debit Cards, Treasury Management, Portfolio Management, Consumer Lending, Governance, Payment Card Processing
Education
University of Rhode Island 1981 — 1985
BA, Political Science
Blue Cross and Blue Shield of Rhode Island January 2015 - Present
Blue Cross & Blue Shield of Rhode Island September 2012 - Present
RBS Americas 1999 - September 2012
Fleet Financial Group June 1984 - September 1999
Skills
ACH, Banking, Electronic Payments, Risk Management, Payment Systems, Retail Banking, Cash Management, Financial Services, Payments, Credit Cards, Commercial Banking, Financial Risk, Internet Banking, Credit, Integration, Program Management, Vendor Management, Credit Risk, Operational Risk..., Business Analysis, Relationship Management, Leadership, Management, Outsourcing, Process Improvement, Operational Risk, AML, Analysis, Strategic Planning, Executive Management, KYC, Fraud, Debit Cards, Treasury Management, Portfolio Management, Consumer Lending, Governance, Payment Card Processing
Education
University of Rhode Island 1981 — 1985
BA, Political Science