Fleet Investment Services

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Fleet Investment Services Employees

Employee
Years
Job
Industry
Brian Lannigan Brian Lannigan Greater Boston Area Details
Brian Lannigan's Fleet Investment Services Experience November 1993 - March 2003
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
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

Amy Gallant Amy Gallant Attleboro, Massachusetts Details
Amy Gallant's Fleet Investment Services Experience August 1991 - September 1992
Job Senior Executive Administrative Assistant at Citizens Financial Group, Inc.
Industry Financial Services
Experience
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

Ann Marie Swanson Ann Marie Swanson Greater Boston Area Details
Ann Marie Swanson's Fleet Investment Services Experience 1993 - 1996
Job Senior Legal and Compliance Professional
Industry Investment Management
Experience
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

Richard St. Jacques Richard St. Jacques Providence, Rhode Island Area Details
Richard St. Jacques's Fleet Investment Services Experience May 1995 - April 1997
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

Scott Upham Scott Upham Portland, Maine Area Details
Scott Upham's Fleet Investment Services Experience January 1993 - March 1999
Job Managing Director at Cribstone Capital Management
Industry Investment Management
Experience
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

Myles J. McHale, Jr. Myles J. McHale, Jr. Naples, Florida Area Details
Myles J. McHale, Jr.'s Fleet Investment Services Experience January 1993 - October 1995
Job Senior Vice President and Managing Director The Private Client Reserve at U.S. Bank
Industry Financial Services
Experience
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

Dominic Giarratani Dominic Giarratani Austin, Texas Area Details
Dominic Giarratani's Fleet Investment Services Experience 1994 - 1996
Job Governmental Relations
Industry Education Management
Experience
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

Jeffrey Wirth Jeffrey Wirth Lake Mary, Florida Details
Jeffrey Wirth's Fleet Investment Services Experience April 1992 - July 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

Jeanette Innocent Jeanette Innocent Greater Boston Area Details
Jeanette Innocent's Fleet Investment Services Experience January 1992 - May 1998
Job Private Client VP/Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
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

Kelly Peterson Woodworth Kelly Peterson Woodworth Greater New York City Area Details
Kelly Peterson Woodworth's Fleet Investment Services Experience 1994 - 1996
Job Freelance Consultant/Project Manager
Industry Management Consulting
Experience
-  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

Mark Gadson Mark Gadson Greater Philadelphia Area Details
Mark Gadson's Fleet Investment Services Experience February 1992 - April 1994
Job Executive Director of Major and Planned Gifts at Ursinus College
Industry Education Management
Experience
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

Elaine Szoczei - Brehm Elaine Szoczei - Brehm Rochester, New York Area Details
Elaine Szoczei - Brehm's Fleet Investment Services Experience October 1986 - June 1993
Job Highway Adm. Manager at Livingston County
Industry Government Administration
Experience
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

Malcolm D'Souza, PMP Malcolm D'Souza, PMP Greater Boston Area Details
Malcolm D'Souza, PMP's Fleet Investment Services Experience March 1992 - March 1993
Job Sr. Director, IT Transformation at Ahold USA
Industry Retail
Experience
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

Meg Walsh Meg Walsh Greater New York City Area Details
Meg Walsh's Fleet Investment Services Experience April 1993 - March 1994
Job Sales Representative & Account Manager
Industry Financial Services
Experience
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

Eunice Oneil Eunice Oneil Greater Atlanta Area Details
Eunice Oneil's Fleet Investment Services Experience January 1997 - January 2003
Job Business Financial Professional
Industry Banking
Experience
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