Fleet Investment Services
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Fleet Investment Services Employees
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Citizens Financial Group, Inc. December 2014 - Present
Covidien March 2011 - December 2014
Covidien March 2008 - March 2011
Gallant Custom Homes, Inc. November 1998 - February 2008
Attorney James D. Thrasher September 1997 - September 1998
The Kendall Company (currently Covidien) September 1992 - September 1997
Fleet Investment Services August 1991 - September 1992
Skills
Administrative..., Scorecard Management, Calendars, Office Management, Spreadsheets, Medical Devices, Customer Service, Payroll, Human Resources, Confidentiality, PeopleSoft, Expense Management, Microsoft Excel, HR Analysis, Analytics, PowerPoint, Department Budgeting, SkillPort, Access, Benefits Administration
Education
Fisher College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General, Summa Cum Laude
Katharine Gibbs 1989 — 1990
Certificate, Business Administration
ThomasPartners 2013 - 2015
West coast investment adviser 2010 - 2013
Transamerica Investment Management, LLC 2008 - 2010
Post Advisory Group 2004 - 2008
Transamerica Investment Management, LLC 2001 - 2004
Baring Asset Management, Inc. 2000 - April 2001
The Boston Company Asset Management, Inc. January 1996 - 2000
Fleet Investment Services 1993 - 1996
US Department of Labor EBSA 1990 - 1993
Skills
Hedge Funds, FINRA, Investment Advisory, Asset Management, Financial Services, Investment Advisers Act, Asset Allocation, Compliance, ERISA, Investment Advisor..., Charles River IMS, Investment Company Act, Mutual funds, Institutional..., retail investments
Education
Hofstra University School of Law
Suffolk University Law School
Juris Doctor (J.D.)
University of Massachusetts, Amherst
Bachelor's Degree
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
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
U.S. Bank The Private Client Reserve September 2014 - Present
Wilmington Trust Investment Advisors October 1995 - September 2014
Fleet Investment Services January 1993 - October 1995
JPMorgan Chase August 1986 - January 1993
Morgan Guaranty Trust September 1981 - August 1986
Skills
Investments, Portfolio Management, Financial Services, Capital Markets, Retirement Planning, Estate Planning, Investment Management, Leadership, Endowments, Coaching, Fixed Income Portfolio..., Entrepreneurship, Investment Advisory, Manage Client..., Not for Profit, Customer Experience, Accountability, Team Leadership, Not-for-profit, Wealth Management, Finance, Risk Management, Banking, Fixed Income, Securities, Financial Analysis
Education
Long Island University / Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University at Albany 1977 — 1981
Bachelor of Arts (B.A.), Rhetoric and Communication
University at Albany 1977 — 1981
Bachelor of Science (B.S.), Business Administration, Management and Operations
Texas Association of School Boards January 2009 - Present
House Appropriations Committee May 2006 - January 2009
Legislative Budget Board December 1997 - August 2002
Texas Legislative Budget Board 1997 - 2002
Fleet Investment Services 1994 - 1996
Skills
Government Liaison, Strategic Planning, Budgeting, Government Relations, Policy, Government, Policy Analysis, Non-profits, Financial Analysis, Public Speaking, Management, Budgets, Nonprofits, Legislative Relations, Public Policy, Research, Politics, Program Management, Program Evaluation, State Government, Grants, Data Analysis, Community Outreach, Program Development, Analysis, Editing, Staff Development, Teaching, Legislation
Education
Boston College 2003 — 2005
MBA/MSF, Business Admin, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, MS-Finance, Finance, General Management, Real Estate
The University of Texas at Austin - The LBJ School of Public Affairs 1992 — 1994
M.Paff., Public Affairs
The University of Texas at Austin 1988 — 1992
BA, Biology
Boston Latin School 1986 — 1988
High School Diploma, Classics
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
Fidelity Investments December 2011 - Present
USAA June 2010 - December 2011
TIAA-CREF November 2006 - November 2009
TIAA-CREF May 1998 - November 2006
Fleet Investment Services January 1992 - May 1998
Fidelity Investments January 1985 - January 1992
Skills
Uniform Combined State..., Series 7, Series 63, Asset Allocation, Investments, Retirement, Mutual Funds, Strategic Financial..., 401k, Wealth Management..., Retirement Planning, Wealth Management
Education
Skidmore College 1979 — 1983
- 2008 - 2012
Novartis Consumer Health 2001 - 2002
The Forum Corporation 1997 - 2000
Fleet Investment Services 1994 - 1996
Skills
Project Management, Project Planning, Change Management, Business Development, Management Consulting, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1997
Master of Business Administration (MBA), Finance
Boston College 1988 — 1992
Bachelor's degree, Accounting and Finance
Ursinus College November 2011 - Present
Washington College July 2009 - November 2011
SEI Investments July 2006 - February 2009
SEI Investments January 2002 - July 2006
Phoenix Charter Oak Trust Company June 1997 - January 2002
Gadson Philanthropic Services April 1994 - June 1997
Fleet Investment Services February 1992 - April 1994
Union College June 1990 - February 1992
DePauw University April 1988 - June 1990
Pennmark Equity Group, Inc. June 1985 - April 1988
Skills
Strategic Planning, Fundraising, Philanthropy, Management, New Business Development, Sales, Public Speaking, Non-profits, Research, Volunteer Management, Investments, Leadership, Planned Giving, Training, CRM, Insurance, Social Media
Education
University of Tennessee-Knoxville 1976 — 1978
Music - Percussion Performance
DePauw University 1972 — 1976
BA, Music - Percussion Performance
Livingston County October 1998 - Present
King Cole Bean June 1994 - October 1998
Chase Manhattan Bank July 1993 - June 1994
Fleet Investment Services October 1986 - June 1993
Skills
Government, Strategic Planning, Management, Budgets, Finance, Leadership, Process Scheduler, Human Resources, Accounting, Payroll, Government Procurement, Procurement, Contract Management, Policy, Contract Negotiation, Negotiation, Purchasing, Project Planning, Team Building, Analysis, Supervisory Skills, Real Estate, Accounting/Finance, Real Estate Sales, Government Purchasing, Budget, Microsoft Excel, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, Budget Management, Budget Process, Personnel Supervision, Emergency Management
Education
St. John Fisher College 1982 — 1986
BS, Finance and Management
Avon Central 1979 — 1982
Avon Central 1978 — 1982
Regents Diploma
Ahold USA May 2015 - Present
Ahold USA January 2014 - May 2015
Stop & Shop March 1993 - January 2014
BTM Capital 1996 - 1997
Fleet Investment Services March 1992 - March 1993
Commonwealth of Massachusetts Divsion of Capital Planning and Operations November 1986 - March 1991
Skills
Project Management, IT Management, Vendor Management, Retail, Process Improvement, Management, IT Strategy, Team Leadership, Business Process, Change Management, Business Analysis, IT Service Management, Team Building, Cross-functional Team..., Enterprise Architecture, Information Technology, ITIL, PMO, IT Operations, PMP, Leadership, Outsourcing, Governance, Data Center, Integration, Service Delivery, Grocery, Troubleshooting, Telecommunications, System Administration, IT Outsourcing, TOGAF, Infrastructure, Strategic Planning, Customer Service, Visio
Education
Boston University Graduate School of Management 1986 — 1987
MS, MIS
Oklahoma State University 1982 — 1986
B.S, Business Administration
Covenant Review, LLC October 2009 - Present
Basso Capital Management August 2007 - December 2008
McMahan Securities Co March 1994 - August 2007
Fleet Investment Services April 1993 - March 1994
NationsBank July 1988 - April 1993
Skills
Series 7, Derivatives, Investments, Hedge Funds, Management, Trading, New Business Development, CRM, Securities, Fixed Income, Capital Markets, Bonds, Banking, Marketing
Education
Trinity University-Washington 1984 — 1988
BA, Business
New York Institute of Finance
TSA-Jackson Hewitt Tax Services October 2009 - April 2013
E911 Communications Dispatcher July 2012 - March 2013
Bank of America January 2003 - January 2009
Fleet Investment Services January 1997 - January 2003
Secrephone Inc January 1994 - January 2001
Skills
Data Entry, Leadership, Accounts Receivable, Training, Software Documentation, Human Resources, Management, Accounting, Employee Relations, Banking, Auditing, Financial Statements, Marketing, Call Centers, Customer Service
Education
Monroe Community College
Associates degree, Business Administration
SUNY Brockport, State University of New York
Bachelors of Science degree, Business Administration