Fleet Financial Services

Industry: Bank

Description

FleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America. Successor: Bank of America Headquarters: Boston, MA Founded: 1999 Revenue: 12 billion USD Defunct: 2004 Number of employees: Approximately 50,000

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Fleet Financial Services Employees

Employee
Years
Job
Industry
Amy Bomgaars-Fleet Amy Bomgaars-Fleet Delray Beach, Florida Details
Amy Bomgaars-Fleet's Fleet Financial Services Experience May 2014 - Present
Job Fleet Finacial Services LLC
Industry Financial Services
Experience
Fleet Financial Services   May 2014 - Present
Delray Beach Playhouse   January 2013 - June 2013
Bomgaars Supply   July 2010 - July 2011

Skills
Theatre, Stage Management, Performing Arts, Bookkeeping, Marketing, Musicians, Early Childhood..., Curriculum Development, Data Entry, Accounts Receivable, Sales, Music, Retail, Musical Theatre, Time Management, Inventory Management, Organized Multi-tasker, Training, Inventory Control, Inventory, Teaching, Finance, Invoicing

Education
Stephens College   2000 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Cum Laude

Diane Doriney, MBA Diane Doriney, MBA Greater Atlanta Area Details
Diane Doriney, MBA's Fleet Financial Services Experience 1995 - 2000
Job Senior Consultant at Bright Solutions
Industry Financial Services
Experience
Bright Solutions  2010 - Present
Good Shepherd New Day Fellowship Ministries   2011 - 2015
Fiserv  September 2007 - September 2010
Fiserv  March 2006 - September 2007
International Profit Associates  2004 - 2005
Church of God  1992 - 2002
Fleet Financial Services   1995 - 2000
Fleet Financial Services   1986 - 1994

Skills
Integration, Public Speaking, Process Improvement, Professional Services, Leadership

Education
Duke University - The Fuqua School of Business
MBA

Johnson and Wales University
Bachelor of Science, Business Administration

Francis L. Ostrom, III, CFP®, CBEC® Francis L. Ostrom, III, CFP®, CBEC® Rochester, New York Area Details
Francis L. Ostrom, III, CFP®, CBEC®'s Fleet Financial Services Experience 1984 - 1990
Job Director of Financial Services at Davie Kaplan Wealth Care Advisors, LLC
Industry Financial Services
Experience
Davie Kaplan Wealth Care Advisors, LLC   December 2013 - Present
Tompkins Financial Advisors  2003 - November 2013
M&T Investment Group  1990 - 2003
Fleet Financial Services   1984 - 1990
National Bank of Washington  1980 - 1984

Skills
Certified Business Exit..., Ownership Transition..., Certified Financial..., Exit Strategies, Business Transition..., Family Business, Wealth Management, Financial Planning, Business Owner Exit..., ESOP, Small Business, Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Retirement Plan...

Education
Pinnacle Equity Solutions, Inc.
CBEC®, Certified Business Exit Consultant®

College for Financial Planning
CFP®, Certified Financial Planning

Saint Bonaventure University
B.B.A., Finance

Bishop Ludden

Darlene Reza Rossi Darlene Reza Rossi Providence, Rhode Island Area Details
Darlene Reza Rossi's Fleet Financial Services Experience 1999 - 2001
Job Vice President Development & Signature Programs
Industry Nonprofit Organization Management
Experience
Greater Providence Chamber of Commerce  October 2011 - Present
Greater Providence Chamber of Commerce  September 2005 - September 2011
Bank of America  2004 - 2005
FleetBoston Financial  2003 - 2004
Fleet Mortgage  2001 - 2003
Fleet Financial Services   1999 - 2001
Fry Technology USA   1994 - 1999

Skills
Event Planning, Organization, Credit, Program Management, Executive Management, Non-profits, Management Consulting, Public Speaking, Direct Mail, Public Relations, Nonprofits, Strategic Planning, Sponsorship, Marketing, Strategic Communications

Education
Rhode Island College   1979 — 1984
B.A., Communications, Advertising, PR, Business, Management

Brown University

Sara Streit Drozdowski Sara Streit Drozdowski Washington D.C. Metro Area Details
Sara Streit Drozdowski's Fleet Financial Services Experience November 1987 - February 1990
Job Regulatory Affairs
Industry Financial Services
Experience
Fannie Mae  November 2010 - Present
Fannie Mae  March 2010 - November 2010
Fannie Mae  1990 - 2008
Fleet Financial Services   November 1987 - February 1990
Contel Computer Systems   November 1985 - November 1987

Education
Union College   1983 — 1985
BS, Math, Computer Science

Mary Joan Robertson Mary Joan Robertson Washington D.C. Metro Area Details
Mary Joan Robertson's Fleet Financial Services Experience March 2000 - January 2003
Job Social Alchemist; Thought Leader
Industry Government Administration
Experience
U S Department Of Transportation, FRA Railroad Financial Management   October 2012 - January 2015
Melwood Road Civic Association   January 2005 - December 2014
Pentagon, Washington Head Quarters   October 2012 - March 2013
USAID, United States Agency for International Development   July 2009 - March 2011
Philips Electronics, NA Government Affairs Office, Washington, DC   November 2008 - December 2008
Jewitt for Congress Campaign   June 2004 - November 2004
Fleet Financial Services   March 2000 - January 2003

Skills
Policy, Program Management, Government, Human Resources, Training, Management, Data Analysis, Managing Unmet..., Project Management, Administration, Process Improvement, System Administration, Event Planning, Team Building, Organizational..., SharePoint, International Relations, Project Planning, Microsoft Excel, Process Scheduler, Analysis, Leadership, Stakeholder Engagement, Public Engagement, Engagement Management, Employee Engagement, Accountable Leadership, Strategy, Budgets, Outlook, Nonprofits, Community Engagement, Strategic Planning, Policy Analysis, Public Policy, Customer Service, Team Leadership, Microsoft Office, Public Speaking, Community Outreach, Editing, Research, Marketing, Fundraising, Proposal Writing, Problem Solving, Writing, Social Media, Negotiation, Sales

Education
University of Houston-Clear Lake   1989 — 1991
BS, Behavioral Sciences/Psychology

Manny Catarino Manny Catarino Hartford, Connecticut Area Details
Manny Catarino's Fleet Financial Services Experience 1997 - 1998
Job Operations Executive at Insurity
Industry Information Technology and Services
Experience
Insurity  July 2015 - Present
George Weiss Associates  July 2008 - June 2015
InSource, LLC  February 2008 - July 2008
Insurity  February 2002 - February 2008
Insurity, a LexisNexis Company   2002 - 2008
Manatec Systems, LLC   1999 - 2002
Fleet Financial Services   1997 - 1998
The Systems Group  1993 - 1996
Accenture  1992 - 1993
Travelers  1990 - 1992

Skills
Management, SDLC, Business Analysis, SQL, Microsoft SQL Server, Software Development, Leadership, Disaster Recovery, .NET, XML, Integration, Team Management, Project Management, Analysis, Vendor Management, Business Intelligence, ITIL, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, IT Strategy, Enterprise Architecture, Data Center

Education
Hofstra University
BS, Computer Science

William Waylett William Waylett Hobe Sound, Florida Details
William Waylett's Fleet Financial Services Experience August 1992 - December 1995
Job Senior Director at Navy League of the US
Industry Nonprofit Organization Management
Experience
Navy League of the US   January 2002 - Present
Qualtec Quality Services   January 1996 - December 2001
Fleet Financial Services   August 1992 - December 1995
Florida Power & Light Co.   August 1971 - December 1990
US Navy  July 1966 - August 1971

Skills
Navy, National Security, Military, DoD, Program Management, Security Clearance, Non-profits, Strategic Planning, Government, Command, Fundraising, Process Improvement, Policy, Team Building, Quality Management, Management Consulting

Education
Nova Southeastern University   1982 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services

Cornell University   1965 — 1966
Master of Engineering (Chem), Chemical and Biomolecular Engineering, B+

Cornell University   1961 — 1965
Bachelor of Science (BS), Engineering, C+

Brahna Singer Brahna Singer Boca Raton, Florida Details
Brahna Singer's Fleet Financial Services Experience January 1996 - July 1997
Job REGIONAL INVESTMENT DIRECTOR at CFS INVESTMENTS, Inc.
Industry Financial Services
Experience
CFS Investments, Inc.   June 2015 - Present
CFS Investments, Inc.   June 2015 - Present
STERLING NATIONAL BANK NEW YORK   June 2012 - May 2015
AmTrust Bank  June 2009 - June 2012
FINANCIAL PARTNERS NETWORK,LLC   May 2008 - June 2009
POPULAR INVESTMENTS @ BANCO POPULAR,NA   April 2002 - May 2008
EAB  1997 - 2001
Fleet Financial Services   January 1996 - July 1997
NatWest  1994 - 1996

Skills
New Business Development, Mutual Funds, Equities, Insurance, Retirement, Fixed Annuities, Finance, Investments, Retirement Planning, Wealth Management, Portfolio Management, Recruiting, Start-ups, Commercial Lending, Investment Advisory, Strategic Financial..., Relationship Management, Mortgage Lending, Banking, Credit Analysis, Financial Advisory, Sales Management, Credit, Estate Planning, Customer Service, Financial Services, Coaching, Risk Management, Call Centers, Securities, Loans, Asset Management, Small Business Lending, Retail Banking, Underwriting, Series 63, Series 7, Strategic Planning, Commercial Banking, Business Development, Financial Analysis, Consumer Lending, Life Insurance, Cross Selling, FINRA, Fixed Income, Sales, Series 6, Asset Allocation, Executive Management

Education
LIU Brooklyn   1971 — 1973
BS

Sudie Perdue Sudie Perdue Greater Atlanta Area Details
Sudie Perdue's Fleet Financial Services Experience 1972 - 2004
Job Loan Operations Associate/ The Piedmont Bank
Industry Financial Services
Experience
The Piedmont Bank  July 2008 - Present
Gainesville Bank and Trust   January 2008 - July 2008
BayRock Mortgage Corporation  February 2007 - November 2007
BayRock Mortgage Corporation  February 2006 - February 2007
HomeQuest Capital Funding, LLC   March 2004 - January 2006
Fleet Bank  1998 - 2004
Fleet Financial Services   1972 - 2004

Skills
Loan Origination, Loans, Mortgage Lending, Sales, Credit, Management, Commercial Banking, Leadership, Underwriting, Team Building, Banking, Customer Service, Real Estate, Marketing, Credit Analysis, Commercial Mortgages, Commercial Lending

Education
Gainesville State College   1994 — 1999
A. A. S., Paralegal Studies

Gainesville State College
A. S., Business Administration

Pete Mellor Pete Mellor Greater Philadelphia Area Details
Pete Mellor's Fleet Financial Services Experience September 1997 - May 1999
Job Director Product Management at Citi
Industry Financial Services
Experience
Citi  July 2012 - Present
JPMorgan Chase  January 2011 - July 2012
JPMorgan Chase  April 2007 - December 2010
JPMorgan Chase  June 1999 - April 2007
Fleet Financial Services   September 1997 - May 1999
The Bank of New York (Delaware)   1995 - 1997
CoreStates  1991 - 1994

Skills
Product Management, Credit Cards, Business Development, Pricing, Marketing Management, Finance, Financial Analysis, Direct Marketing, Operations Management, Customer Experience, Customer Segmentation..., Customer Relationship..., Employee Development, Business Transformation, Business Intelligence...

Education
University of Delaware   1989 — 1991
Master of Business Administration (MBA), Finance, General

Millersville University of Pennsylvania   1983 — 1987
BS, Business Admin - Marketing

Renea Crosby Renea Crosby Greater Atlanta Area Details
Renea Crosby's Fleet Financial Services Experience 1993 - 1998
Job VP, Corporate Underwriting, Learning & Development at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC  September 2010 - Present
Just Mortgage, Inc.   August 2009 - October 2010
Indymac Bank  2001 - 2008
PCFS  1998 - 2001
Fleet Financial Services   1993 - 1998

Skills
Banking, Mortgage Lending, FHA, Loans, Leadership, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, VA loans, Risk Management, Credit, Financial Risk, Due Diligence, Refinance, Loss Mitigation, Recruiting, Training, Credit Analysis

Education
Shorter University   1994 — 1997

Captain Rick Harbour Captain Rick Harbour Lillian, Alabama Details
Captain Rick Harbour's Fleet Financial Services Experience September 1981 - September 1995
Job Licensed Charter Captain & Reverse Mortgage Specialist at 1st Bank Mortgage Partners
Industry Recreational Facilities and Services
Experience
Fishbones Charters   Reverse Mortgage Specialist1st Bank Mortgage PartnersSeptember 2011 - Present
Wells Fargo Home Mortgage  December 2009 - October 2011
Mortgage Edge  December 2008 - November 2009
Wilmington Finance  October 2002 - November 2008
NCS Mortgage   August 1995 - June 2002
Fleet Financial Services   September 1981 - September 1995

Skills
Loss Mitigation, Mortgage Lending, Loans, Banking, Reverse Mortgages, Finance, Financial Services, Business Development, Leadership, Management, Mortgage Banking, FHA, Loan Origination, REO, Refinance, Start-ups, Certified Mortgage..., Home Equity Lines of..., USDA, Underwriting, FHA financing, Government Loans, Real Estate, Commercial Banking, Consumer Lending, VA loans, Credit, Residential Mortgages, Mortgage Marketing, Financial Risk, Portfolio Management, Sales Management, Credit Analysis, Home Equity Loans, Construction Loans, Mergers & Acquisitions, Retirement Planning, Selling, Financial Analysis, Investment Properties, Risk Management, Strategic Financial..., Small Business, Cross-functional Team..., Sales, Small Business Lending, Investments, Commercial Lending, Commercial Mortgages, First Time Home Buyers

Education
Mars Hill College   1975 — 1979
management

Marquette University

University of North Carolina at Chapel Hill - Kenan-Flagler Business School

David D'Agostini David D'Agostini Sacramento, California Area Details
David D'Agostini's Fleet Financial Services Experience February 2004 - June 2004
Job Business Sales & Account Management
Industry Financial Services
Experience
ADVANCE CAPITAL GROUP   November 2006 - July 2009
STERLING TESTING SYSTEMS  September 2005 - October 2006
HEALTH BENEFITS DIRECT/ ICSN   July 2004 - August 2005
FLEET FINANCIAL SERVICES   February 2004 - June 2004

Education
University of San Diego   2001 — 2003
MFA, Dramatic Arts

Brigham Young University   1996 — 2000
BFA, Musical Theatre

Tempi Hopkins Tempi Hopkins Poughkeepsie, New York Details
Tempi Hopkins's Fleet Financial Services Experience August 1996 - October 1998
Job Therap Admin at Dutchess ARC
Industry Information Technology and Services
Experience
Dutchess ARC  June 2014 - Present
SoftApps   January 1995 - Present
Horizon Family Medical Group  June 2012 - February 2013
Elant, Inc  June 2009 - October 2009
Elant, Inc.   January 2007 - October 2009
Fishkill Health Center   November 1998 - March 2008
Fishkill Health Center   November 1998 - January 2007
Fleet Financial Services   August 1996 - October 1998
SoftApps Consulting   January 1995 - January 1997
Robert Mark Realty/Home Funding, Inc   January 1987 - January 1995

Skills
Servers, Microsoft Exchange, Active Directory, DNS, VPN, DHCP, TCP/IP, Troubleshooting, Technical Support, Software Installation, System Administration, Help Desk Support, Networking, WAN, Blackberry Enterprise..., Windows, Databases, Management, Training, eClinical Works, Computer Graphics, Computer Network..., Cognos, Oracle Reports

Education
Howard University   1971 — 1974
Music Ed

Dutchess Community College   1982 — 1984
Computer Science And Chemistry

Andrea Cardo Andrea Cardo Orlando, Florida Details
Andrea Cardo's Fleet Financial Services Experience May 1986 - June 1992
Job Operations Management at U.S. Aluminum
Industry Architecture & Planning
Experience
U.S. Aluminum   March 2013 - Present
Interplan, LLC  October 2003 - February 2011
All Aluminum and Screen, Inc   September 1997 - June 2003
First Family Financial Services  June 1992 - September 1997
Fleet Financial Services   May 1986 - June 1992

Skills
State of Florida Notary, OSHA 30-Hour, American Red Cross..., State Certified..., Pre-construction, Due Diligence Research..., Permit Expediting, Project Entitlements, Utility Coordination, Project Presentation..., Project Mediation and..., Variance Explanations, Multiple State..., Real Estate Development, Site Development, Construction Drawings, Value Engineering, Land Development, Leadership, Budgets, BIM, Submittals, Construction, Construction Management, Comprehensive Planning, Facilities Management, Space planning, Project Estimation, LEED, Design Management, Contract Management, Process Scheduler, Civil Engineering, Renovation, Revit, Green Building, Project Coordination, Feasibility Studies, Design Research, Construction..., Building Codes, Urban Planning, Mixed-use, Architectural Design, Project Bidding, Architecture, Sustainability, LEED AP, Sustainable Design, CAD

Education
Everglades University   2010 — 2013
Bachelor's degree, Construction Management, 4.0

Valencia Community College

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