Experience
Rochester Area Community Foundation  June 2005 - Present
Genesee Land Trust  2005 - 2012
Bank of America  2001 - 2005
Fleet National Bank   2000 - 2001
Hilton Central School District  1994 - 1996

Skills
Nonprofits, Volunteer Management, Customer Service, Research, Program Development, Program Management, Disaster Recovery, Social Media, Training, Editing, Community Development, Grants, Salesforce.com, Non-profits, Microsoft Office, Windows 8, windows 7, windows vista, Windows Server, LAN-WAN, Symantec Endpoint..., Symantec Backup, Symantec Antivirus, Microsoft Exchange, Active Directory, Mobile Device Management, Avaya IP Telephony, Mobile Devices, Windows 7, WSUS

Education
New Horizons at Logical Operations   2011 — 2011
Windows 7 Enterprise Desktop Support Technician

Computer Confidence   2008 — 2008
Supporting Users and Troubleshooting Microsoft Windows OS

Computer Confidence   2008 — 2008
Supporting Users and Troubleshooting Applications on Microsoft Windows OS

State University of New York College at Brockport   1991 — 1993
BS, Earth Science with Secondary Education Certification

Experience
Bank of America  November 2007 - Present
Bank of America  January 2006 - November 2007
Bank of America  April 2004 - January 2006
Fleet National Bank   October 2000 - April 2004
Citibank, N.A.   May 1999 - September 2000
New York City Housing Authority (NYCHA)   January 1998 - May 1999
Citibank, N.A.   October 1996 - October 1997

Skills
Credit, Portfolio Management, Small Business Lending, Loans, Consumer Lending, Financial Services, Lines Of Credit, Retail Banking, Cross Selling, Banking, Credit Cards, Refinance, Branch Banking, Relationship Management, Cash Management, Branch Management, Financial Risk, Operational Risk, Deposits, AML, Operational Risk..., Internet Banking, Core Banking, Risk Management, Home Equity Lines of..., Loan Origination, Mortgage Banking, Commercial Banking, Due Diligence, Series 63, Mortgage Lending, Credit Analysis, Investments, Commercial Lending, Recruiting

Education
Tufts University   1992 — 1996
Bachelor of Arts (BA), English and American Literature

Archbishop Molloy, H.S.   1988 — 1992

Experience
BCGM Advisory Partners   June 2011 - Present
idg communications  December 1997 - June 2011
Fleet National Bank   November 1990 - December 1997

Skills
Financial Analysis, Financial Reporting, Financial Accounting, Corporate Communications, Corporate Finance

Education
Saint Michael's College   1980 — 1984
Bachelor's degree, Business Administration and Management, General

Experience
Eastern Mennonite University  July 1988 - Present
Microvest Capital Management, LLC  January 2007 - August 2007
Fleet National Bank   May 1980 - December 1987

Skills
Program Development, Research, University Teaching, Public Speaking, Higher Education, Strategic Planning, Non-profits, Teaching, Nonprofits, Staff Development, Investments, Adult Education, Community Outreach, Leadership Development, Statistics, International..., Student Affairs, Economics, Leadership, Fundraising

Education
University of Virginia   1997 — 2003
Ph.D., Anthropology of Education

Boston University Questrom School of Business   1978 — 1980
MBA, Finance

Gordon Conwell Theological Seminary   1977 — 1980
MTS, New Testament

Boston University   1969 — 1973
BA, English Literature

Experience
Miriam Hospital  2012 - 2015
Mary Kay Cosmetics  February 2012 - October 2014
Sojourner House  April 2004 - June 2008
AmeriCorps  December 2005 - February 2007
TGI Fridays  December 2003 - August 2005
Consumer Credit Counseling Services of Southern New England (CCCS- SNE)   September 1999 - April 2002
Manpower Staffing  June 1989 - June 1999
Log On America  July 1998 - December 1998
Teleconnect  1998 - 1998
Fleet National Bank   1995 - 1997

Education
American InterContinental University   2015 — 2018
Bachelor's degree, Criminal Justice and Case Management

School for International Training   2011 — 2012
Bachelor, Master and PhD, Criminology

Experience
KeyBank  April 2015 - Present
Direct Capital Corporation  June 2004 - December 2014
Fleet National Bank   1999 - 2004
Fleet Bank  1999 - 2004
Bank of America  1992 - 2004
BankBoston  August 1992 - October 1999

Skills
Loans, Portfolio Management, Asset Based Lending, Credit, Credit Analysis, Structured Finance, Capital Raising, Financial Services, Commercial Lending, Securitization, Strategic Planning, Analytics, Forecasting, Financial Modeling, Executive Management, Banking, Due Diligence, Corporate Finance, Credit Risk, Funding, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Asset Management, Commercial Banking, Finance, Financial Risk, Financial Structuring, Investments, Loan Origination, Small Business Lending, Underwriting

Education
Boston College   1988 — 1992
Bachelor’s Degree, Economics & History

Experience
Capital Bank, a division of Chemung Canal Trust Company  June 2014 - Present
RBS Citizens, N.A. (formerly Citizens Bank)   2006 - June 2014
Bank of America  2004 - March 2006
Fleet National Bank   1986 - 2004
Norstar Bank of Upstate NY   1984 - 1986
Mohawk National Bank   1978 - 1984

Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Underwriting, Portfolio Management, Credit Risk, Cash Management, Loan Origination, Capital Markets, Risk Management, Small Business Lending, Financial Analysis

Education
Hartwick College   1974 — 1978
Bachelor's Degree, Economics, Graduated cum laude

University of Buffalo
Advanced Commercial Lending School 1986, Commercial Lending

Experience
Marc Gagnon Inc.  AnalystIDG Consumer & SMBJune 1999 - March 2004
Fleet National Bank   November 1993 - December 1996

Skills
Coordination, Communication, Community Outreach, Curriculum Design, Computer Science, Journalism, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Social Networking, Campaign Strategies

Education
Colby Sawyer College   1987 — 1991
Bachelor's degree, Computer Engineering

Experience
STRS Ohio  May 1996 - Present
Price Waterhouse LLP  1993 - 1996
Fleet National Bank   January 1991 - December 1993

Skills
Asset Managment, Portfolio Management, Due Diligence, Investments, Real Estate, Financial Analysis, Financial Modeling, Real Estate Economics, Disposition, Real Estate Development, Risk Management, Property Management, Finance, Asset Management, Private Equity, Alternative Investments, Capital Markets, Valuation, Commercial Real Estate, Investment Properties

Education
The Ohio State University   1982 — 1986
BSBA, Real Estate and Urban Economics

Experience
Global Marketing & Entertainment   October 2012 - Present
GAMCO Investors, Inc.   September 2003 - October 2005
Prudential Financial  November 2002 - August 2003
Fleet National Bank   December 2001 - November 2002
Prudential Financial  May 1998 - October 2001
TD Ameritrade  May 1997 - May 1998
BNY Mellon  August 1993 - May 1997

Skills
Equities, Bloomberg, Hedge Funds, Equity Research

Education
Iona College   2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Experience
State Street  August 2014 - Present
JPMorgan Chase  February 2012 - June 2012
Fidelity Investments  April 2004 - February 2008
State Street Bank  1999 - 2003
Fleet National Bank   1994 - 1999

Skills
Mutual Funds, Investments, Financial Services, CRM, Finance, Portfolio Management, Retirement Planning, Series 7, Management, Training, Project Management, Call Centers

Education
Nichols College
BS, Business Administration, Finance

Experience
U.S. Bank   April 2007 - Present
Bank of America  April 2004 - March 2006
Fleet National Bank   June 1997 - March 2004
Fleet National Bank   June 1991 - June 1997
Bank of New England  June 1988 - June 1991
Bank of New England  June 1982 - June 1988
Chase Manhattan Bank  August 1980 - June 1982

Skills
Business Transformation..., Commercial Credit Risk..., Customer Focused Sales..., Hold Series 79 and 63..., Asset Based Lending

Education
ABA Stonier Graduate School of Banking   1986 — 1989
Diploma of Graduation

Tufts University   1976 — 1980
Bachelor of Arts (B.A.), Economics and Fine Arts, cum laude

Experience
Charles Schwab  March 2013 - Present
Bank of the West  April 2012 - February 2013
Wells Fargo Bank  2009 - January 2013
Wells Fargo Bank  2000 - 2009
Bank of America  1999 - 2000
Fleet National Bank   1997 - 1999
Bank of Boston  1995 - 1997
Bank of America  1985 - 1995

Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud

Education
University of California, Berkeley
BA, Economics

University of Washington, Seattle
Pacific Coast Banking School

Experience
Marc Gagnon Inc.  Financial ManagementIDG Consumer & SMBJanuary 1997 - January 2008
Fleet National Bank   January 1981 - January 1997

Skills
Business Development, Sales Management, Event Management, Financial Reporting, Financial Analysis, Corporate Finance

Education
Merrimack College   1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
First Niagara Bank  April 2011 - Present
NewAlliance Bank  2005 - 2011
Fleet National Bank   2000 - 2004
New Haven Savings Bank  1999 - 2000
Fleet Bank  1997 - 1999
First Bank  1981 - 1997

Skills
Commercial Lending, Credit, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Banking, Commercial Mortgages, Lines Of Credit, Mortgage Lending, Loan Origination, Strategic Financial..., Retail Banking, Consumer Lending, Cash Management, Portfolio Management, Treasury Management, Asset Based Lending, SBA, Underwriting, Deposits, Cross Selling, Credit Risk, Refinance, Branch Management, Financial Risk, Mortgage Banking, Financial Services, Private Banking, Financial Planning

Education
University of New Haven
MBA, Finance

University of New Haven
Bachelor's, Financial Accounting

Lauralton Hall   1973 — 1977
High School

Experience
College Marketing Technologies, Inc. & Applied Marketing Technologies   1991 - Present
Fleet National Bank   September 1988 - November 1991
Augustana College, Rock Island, IL   September 1970 - September 1988

Skills
Strategic Planning, Admissions, Research, Segmentation, Student Financial Aid, Predictive Modeling, New Business Development, Public Speaking, Teaching, Data Analysis, Marketing Strategy, Leadership, Customer Service, Management, Team Building, Coaching, Marketing, Project Management, Leadership Development, Event Planning, Sales, Budgets, Fundraising, Analytics, Nonprofits

Education
Augustana College   1966 — 1970
BA, Psychology

Experience
Social Security Administration  March 2012 - Present
Social Security Administration  September 2007 - March 2012
Bank of America  June 2003 - May 2007
Fleet National Bank   June 2003 - July 2005
Fleet National bank   September 2000 - June 2003

Education
Salve Regina University   2008 — 2010
Masters, Business Adminstration

Providence College   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

University of Rhode Island   1999 — 2000
None, Communciations/Journalism

Experience
Quadrangle Consulting LP   October 2013 - Present
Barclays Investment Bank  July 2013 - October 2013
UBS Investment Bank  June 2004 - May 2013
Fleet National Bank   March 2002 - June 2004
Credit Suisse  October 1997 - February 2002
JPMorgan Chase  May 1990 - October 1997

Skills
Investment Banking, Capital Markets, Equity Derivatives, Derivatives..., Prime Brokerage..., Exchange Traded..., Hedge Fund Documentation, ETD Documentation, Credit Default Swaps...

Education
Fairfield University   2013 — 2014
Certificate, Accounting

Connecticut College   1979 — 1984
Bachelor of Arts (B.A.), Music - Piano Performance

Experience
Boston Private Bank & Trust Company  March 2012 - Present
Eastern Bank  April 2001 - November 2011
HSBC Private Bank  1999 - 2000
BNY Mellon  1991 - 1999
Fleet National Bank   1981 - 1991

Skills
Customer Relations, Banking, Loans, Private Banking, Credit, Risk Management, Customer Service, Financial Analysis, Business Analysis, Commercial Lending, Credit Analysis, Commercial Banking

Education
Boston University   2003 — 2005
Certificate in Financial Planning

University of Rhode Island   1980 — 1984
MBA, Finance

University of Rhode Island   1972 — 1976
BS, Organizational Management

Experience
iVantage Health Analytics  July 2014 - Present
Callis Communications  September 2012 - 2014
The HealthCentral Network, Inc.   November 2005 - September 2012
Lightship Telecom  May 2003 - July 2005
Fleet National Bank   September 1998 - October 2002
Iron Mountain  1995 - 1998

Skills
Budgeting, Business Strategy, Forecasting, Valuation, GAAP, Mergers, Due Diligence, Financial Reporting, Cash Management, Strategic Planning, Financial Modeling, Start-ups, Financial Analysis, Business Planning, Private Equity, Accounting, Team Building, Corporate Finance, Executive Management, Financial Management, Contract Negotiation, Customer Relations, Business Analysis, Negotiation, Risk Management, Venture Capital, Contract Negotiations, Change Management, Financial Planning, Online Marketing, Strategy Development, Compliance, Investments, P&L Management, Microsoft Office, Excel, Mergers & Acquisitions, Analysis, Corporate Development, Strategic Partnerships, Strategy, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1993 — 1995
mba

Bentley University   1988 — 1991
BS

Experience
Boston Cares  May 2013 - Present
Wah Lum Kung Fu Athletic Association   March 1996 - Present
Clinton Health Access Initiative  December 2009 - April 2013
Harvard Management Company  May 2008 - April 2009
Harmon Law Offices  September 2006 - April 2008
Osbon Capital Management   August 2005 - October 2007
Fleet National Bank   January 1996 - December 2001
MYP, Inc.   1993 - 1996

Skills
Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Investments, Access, Forecasting, Asset Allocation, Business Analysis, Competitive Analysis, Microsoft Word, Program Management, Visio, Banking, Management, Martial Arts, QuickBooks, Outlook, PowerPoint, Spreadsheets, Budget Reconciliation, Morningstar, Variance Analysis, Equity Valuation, Wealth Management, Team Building, Team Leadership, Team Management, Bloomberg Terminal, Quicken, Adobe Acrobat, SharePoint, MS Excel Pivot Tables, Financial Variance..., Microsoft Office 2007, Excel Dashboards, Database Design, Budget Monitoring, Retail Banking, XP/Vista/7, Grant Monitoring, Cash-flow Management, Commercial Banking, Private Banking, Treasury Services, Non-profits, EDGAR, Turbo Tax, Nonprofits

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2005
MBA MSF, Finance

Boston University   1989 — 1993
International Relations, East Asian Studies

Wissahickon   1986 — 1989
High School Diploma

Experience
First Data Merchant Services  August 2003 - Present
Fleet National Bank   1996 - 2003
Fleet National Bank   1995 - 1996
NatWest Bank  1993 - 1995
Barclays Bank of New York  1989 - 1992
Barclays Bank of New York  1986 - 1989
Marine Midland Bank  1984 - 1986
Marine Midland Bank  1981 - 1984

Skills
Banking, Credit, Finance, Financial Services, Business Analysis, Credit Risk, Credit Analysis, Regulatory Compliance

Education
Fordham University
Bachelor of Arts (BA), French Studies-Economics

Experience
Syracuse University  December 2008 - Present
Syracuse University  June 2003 - December 2008
Rochester Business Institute  2002 - 2004
Fleet National Bank   1999 - 2002

Skills
Higher Education, Public Speaking, Community Outreach, Microsoft Office, Editing, Customer Service, PowerPoint, Volunteer Management, PeopleSoft, Data Analysis, Nonprofits, Microsoft Excel, Program Management, Student Development, Student Affairs, Research, Management, Proposal Writing, Analysis, Leadership, Microsoft Word, Fundraising, Leadership Development, Staff Development, Program Development

Education
Syracuse University   2005 — 2007
MBA, Business Administration and Management, General

Syracuse University - Martin J. Whitman School of Management   2005 — 2007
MBA, MBA

St. John Fisher College   1995 — 1999
BA, Political Science

Experience
Motivis Learning   October 2014 - Present
Southern New Hampshire University  October 2013 - December 2014
Eduventures Inc  July 2004 - October 2013
Fleet National Bank   February 2001 - May 2004
Flashcom  January 2000 - January 2001
BankBoston  September 1997 - December 1999

Skills
Salesforce.com, SaaS, CRM, Integration, Project Management, Software Development, Management, Product Development, Leadership, Program Management, Data Analysis, Agile Methodologies, Product Management, Cloud Computing, Strategy, Web Applications

Education
Boston University   2002 — 2005
BS, Computer Science

Fairfield University   1994 — 1998

Experience
University Commons  July 2013 - Present
Fidelity Bank transitioned to FDIC to Huntington Bank   July 2003 - July 2012
Grosse Pointe Public School System  2000 - 2003
H&R Block Franchise  1997 - 1997
Panache Magazine   1993 - 1996
Bank of Boston  1992 - 1993
Continental Bank  1985 - 1990
Fleet National Bank   1982 - 1985
Ronald J. Rodgrigues, CPA   1980 - 1982

Skills
Financial Analysis, Report Writing, Financial Reporting, Critical Thinking, Microsoft Excel, Microsoft Office, Organization, Multi Tasking, Problem Solving, Communication, Management, Finance, Accounting, Banking, Credit Analysis, Commercial Lending

Education
Johnson & Wales University   1977 — 1980
Accounting

Johnson & Wales University, Rhode Island, United States   1977 — 1980
Sum cum laude, Accounting, 4.0

Experience
Verizon  September 2005 - Present
Rubenstein Associates  March 2005 - July 2005
Andover Communications   June 2001 - March 2005
Fleet National Bank   January 1999 - June 2001
Bloomingdale's  September 1994 - September 1999
CNBC  September 1998 - December 1998

Skills
Corporate Communications, Strategic Communications, Media Relations, Public Relations, Crisis Communications, Social Media, Internal Communications, Marketing Communications, Social Media Marketing, Press Releases, Thought Leadership, Integrated Marketing, Digital Media, Marketing Strategy, Blogging, Copywriting, B2B, Copy Editing, Communication Training, Crisis Management, Speech Writing, Digital Marketing, Business Development, Product Marketing, Corporate Branding, Reputation Management, Web Content, Strategic Planning, Advertising, Brand Management, Editing, Event Management, Publicity, Leadership, Marketing, Management, Email Marketing, Social Networking, Content Development, Newsletters, Message Development, Video, New Media, Online Marketing, Event Planning, Online Advertising, Messaging, Digital Strategy, Communications Planning, Brand Development

Education
New York Institute of Technology-Old Westbury   2009 — 2011
MBA, Marketing

Rutgers, The State University of New Jersey-New Brunswick
B.A., Communications

WHRHS
High School Diploma, High School/Secondary Diplomas and Certificates

Experience
Bank of America  April 2011 - Present
Bank of America  April 2008 - December 2010
Bank of America  August 2004 - March 2008
Fleet National Bank   1999 - 2004
BankBoston  1996 - 1999
Bank of Boston  1985 - 1996

Skills
PMP, SDLC, PMO, Vendor Management, Business Analysis, Project Portfolio..., Project Planning

Education
Boston University Questrom School of Business
MBA, Finance

Tufts University
M.A., French Literature

University at Albany, SUNY
B.A., French, Spanish

Experience
Summit Investment Management  2002 - Present
Republic Financial Corporation  March 1999 - June 2002
Fleet National Bank   1995 - March 1999

Skills
Private Equity, Banking, Due Diligence, Mergers, Valuation, Loans, Financial Modeling, Mergers & Acquisitions, Restructuring, Investments, Portfolio Management, Commercial Lending, Financial Analysis, Negotiation, Asset Management, Executive Management, Leveraged Finance, Corporate Finance, Venture Capital, Credit

Education
New York University
BS, Accounting

Experience
80 Mount Hope Avenue LLC   October 2014 - Present
F&D Property Management, LLC   April 2013 - Present
FCD Development LLC   2005 - Present
The Brookside Group  April 2012 - Present
The Brookside Group  January 1997 - April 2012
Fleet National Bank   December 1981 - January 1990
U.S. Treasury Department, Comptroller of the Currency   1980 - 1981

Skills
Valuation, Corporate Finance, Private Equity, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Mergers & Acquisitions, Capital Markets, Portfolio Management, Emerging Markets, Hedge Funds, Asset Management, Corporate Development

Education
University of Rhode Island   1976 — 1980
BS, Finance

University of Rhode Island - College of Business Administration   1976 — 1980
Bachelor of Science (BS), Finance, General

Experience
AstraZeneca  April 2010 - Present
Merck formerly Schering-Plough Pharmaceuticals   2005 - January 2010
Bayer Pharmaceuticals  April 2002 - December 2004
Ventiv Health  May 2001 - April 2002
Fleet National Bank   July 1999 - May 2001
Medical Information Technology, Inc  June 1998 - June 1999

Skills
Sales, Cardiology, Pharmaceutical Sales, Product Launch, Pharmaceutical Industry, Managed Care, Sales Effectiveness, Endocrinology, Gastroenterology, Sales Operations, Urology, Neurology, Diabetes

Education
Providence College
Bachelor of Arts, Sociology

Experience
State Street Bank & Trust  2012 - Present
State Street Bank  2006 - 2012
Citizens Bank  2005 - 2006
Fleet National Bank (BankBoston & Robertson Stephens)   2003 - 2005
Fleet National Bank   1995 - 2003
BankBoston  1988 - 1995

Skills
Dual Fluency: Spanish &..., Derivatives, Global Project..., Capital Markets, Business Analysis, Quality..., Strategic & Tactical..., Merger/Aquisition..., Software Implementation, Business Process..., Vendor Management, Client Relationship..., Fixed Income, Project Management, CRM, Trading Systems, SDLC, Interest Rate..., Banking, FX Options, Equities, Swaps, Back Office, Financial Services, Options, Settlement, Financial Risk

Education
Boston University
BSBA

Experience
U.S. Trust   December 2014 - Present
Fiduciary Trust Company  May 2013 - December 2014
U.S. Trust   January 2010 - May 2013
Bank of America  July 2004 - January 2010
Fleet Bank/ Quick & Reilly   November 2001 - June 2004
Fleet National Bank   November 2000 - November 2001

Skills
Series 7, Insurance, Credit, Banking, Private Banking, Strategic Planning, Financial Advisory, Customer Service, Alternative Investments, Estate Planning, Loans, Series 63, Wealth Management, Wealth Management..., Asset Allocation, Investments, Mortgage Lending, Investment Management, Financial Services, Asset Management, Portfolio Management, Relationship Management, Wealth, Mutual Funds, Securities, Equities, Fixed Income, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Business Development, High Net Worth..., Bonds, Retirement, Finance, Credit Analysis, Commercial Lending, Commercial Banking, Series 6, Financial Risk, Risk Management, Series 65, Derivatives, Private Equity, Cross Selling, 401k, Cash Management, Retail Banking, Life Insurance

Education
Cannon Institute of Higher Learning   2013 — 2015

Northeastern University - Graduate School of Business Administration   2008 — 2011
M.B.A., Specializations in Marketing & Corporate Renewal

University of Massachusetts Boston   1999 — 2004
B.S., General Business Management

Experience
Prudential Financial  May 2013 - Present
Prudential Financial  October 2011 - May 2013
Prudential Financial  September 2009 - October 2011
Prudential Financial  October 2007 - September 2009
Nordstrom  May 2004 - 2009
The Farmington Company  March 2007 - October 2007
Fleet National Bank   August 2002 - August 2004

Education
Albertus Magnus College   2009 — 2011
MBA, Masters Business Administration

University of Connecticut   2002 — 2006
BA, Psychology

Experience
KeyBank  January 2012 - Present
KeyBank  February 2005 - January 2012
Fleet National Bank   May 2000 - July 2002

Skills
Credit, Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Risk Management, Credit Risk, Financial Analysis, Loans, Retail Banking, Financial Risk, Analysis, Banking, Cash Management, Small Business Lending, Underwriting

Education
Grosse Pointe South

Michigan State University
BA, Finance

Experience
Capital One  March 2015 - Present
Societe Generale  October 2010 - February 2015
Royal Bank of Scotland  August 2002 - September 2010
WestLB  1997 - 2002
The Chase Manhattan Bank  1996 - 1997
Fleet National Bank   1994 - 1996

Skills
Series 7, Infrastructure, Project Finance, Renewable Energy, Commodity, Loans, Syndications, Financial Markets, Structured Finance, Energy, Credit, Capital Markets, Investment Banking, Financial Structuring, Trading

Education
Trinity College-Hartford   1990 — 1994
BA, English Literature

Groton School   1987 — 1990

Experience
Bank of New Hampshire  March 2008 - Present
Eastern Bank  May 1988 - January 2008
Fleet National Bank   January 1982 - 1988
Fleet National Bank   October 1979 - January 1982
Baybank  1977 - 1979

Skills
Portfolio Management, Mergers & Acquisitions, Small Business Lending, Management, Consumer Lending, Strategic Planning, Sales, Marketing, Training, Real Estate, Insurance, Small Business, Mortgage Banking, Executive Management

Education
Boston College   1975 — 1977
M.A.

University of Rhode Island   1972 — 1975

Marquette University   1971 — 1972

Experience
CapX Partners  February 2014 - Present
Full Circle Capital   June 2008 - February 2014
CapitalSource  April 2004 - March 2008
Fleet National Bank   1996 - 2004

Skills
Leveraged Finance, Loans, Telecommunications, Middle Market, Private Equity, Portfolio Management, Due Diligence, Capital Markets, Valuation, Financial Modeling, Mergers & Acquisitions, Investments, Corporate Finance, Investment Banking, Credit, Strategy, Business Development, Strategic Planning, Banking, Business Strategy, Mergers, Financial Structuring, Management, Venture Capital, Healthcare, Start-ups, Finance, Corporate Development, Private Placements, Asset Based Lending, Structured Finance, Restructuring, Hedge Funds, M&A experience, Executive Management

Education
Harvard University   1981 — 1985
AB, Biology

Experience
Divorce AdvantEDGE   October 2008 - Present
New Life Strategies   January 1999 - October 2008
Apogee Investment Management   January 1993 - January 2000
U S Trust  January 1991 - December 1992
Fleet National Bank   December 1988 - January 1991
Connecticut Bank & Trust/ Bank of New England   January 1985 - December 1988
Dreman Value Management  November 1983 - December 1985
W. P. Stewart & Co.   February 1980 - November 1983

Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Portfolio Management, Small Business, Public Speaking, Divorce Financial..., Strategic Planning, Business Strategy, Securities, Social Media Marketing, Marketing, Asset Managment, Social Media, Finance

Education
Barnard College   1978 — 1982
BA, Economics

Experience
U.S. Bancorp Community Development Corporation   July 2015 - Present
US Bank  January 2005 - Present
Goldman Sachs & Co  2002 - 2004
Bank of America  2001 - 2002
Continental Wingate Associates Inc.   2001 - 2001
Fleet National Bank   2000 - 2001
Fleet National Bank   1997 - 2000

Skills
Commercial Banking, Loans, Commercial Lending, Banking, Financial Analysis, Credit, Underwriting, Credit Analysis, Small Business Lending, Commercial Real Estate, Lines Of Credit, Commercial Mortgages, Due Diligence, Finance, Loan Origination, Real Estate, Management, Portfolio Management, Mortgage Lending, Risk Management

Education
Bentley College
Bachelor of Science (B.S.), Business Administration

Stevens Institute of Technology

Experience
Central Connecticut State University - Institute of Technology & Business Development   December 2014 - Present
Business & Legal Reports/Business & Legal Resources   February 2013 - December 2014
Business & Legal Reports/Business & Legal Resources   October 2004 - April 2013
Fleet National Bank   July 2003 - October 2004
Fleet Bank  August 2002 - July 2003

Skills
Customer Service, Sales, Marketing Strategy, Training, Marketing, Account Management, Salesforce.com, Email Marketing, B2B, Strategy, Leadership, Sales Process, Lead Generation, Social Media Marketing, Human Resources, Project Management, Sales Management, Customer Retention, New Business Development, Team Building, Recruiting, Solution Selling, Publishing, Trade Shows, Coaching, Team Leadership, Sales Presentations, Cold Calling, CRM, Selling, Online Marketing, Online Advertising, Management, Business Development, Strategic Planning, Direct Sales, Social Media, Microsoft Office

Education
Simmons College   2000 — 2001
Masters in Teaching, Education

Simmons College   1996 — 2000
BA, English Major; Minor in Biology

Experience
IT'S TIME TEXAS  July 2014 - January 2015
Hat Creek Burger Company   August 2009 - July 2012
Cystic Fibrosis Foundation (Central Texas Chapter)   2005 - August 2009
The University of Texas at Austin  1998 - 2004
Clemson University  1996 - 1998
Fleet National Bank   1993 - 1994

Skills
Nonprofits, Fundraising, Public Relations, Strategic Planning, Non-profits, Public Speaking, Budgets, Marketing Strategy, Event Planning, Media Relations, Event Management, Volunteer Management, PowerPoint, Customer Service, Strategic Partnerships, Social Media Marketing, Social Media, Program Management, Marketing, Community Outreach, Leadership Development, Contract Negotiation, Marketing Communications

Education
Providence College   1989 — 1993
BS, Business Administration and Management, General

Northampton High School

Experience
Bank of America Merrill Lynch  January 2006 - Present
Fleet National Bank   July 2004 - December 2005
Bank of Boston  June 1999 - June 2003

Skills
Economic Development, Affordable Housing, Asset Managment, Loans, Community Development, Financial Analysis, Private Equity, Investments, Capital Markets, Community Outreach, Banking, Risk Management, Asset Management, Real Estate Economics, Financial Modeling, Small Business, Due Diligence, Portfolio Management, Nonprofits, Public Policy, Real Estate Development, Valuation, Series 7, Equities, Fundraising, Strategic Planning, Credit, Leadership, Public Speaking, Fixed Income, Strategy

Education
Columbia University - Columbia Business School   1997 — 1999
Finance

Columbia University - School of International and Public Affairs   1996 — 1998
MPA, Public Finance

Columbia University in the City of New York
Bachelor of Arts (B.A.), History

Northfield Mount Hermon School   1986 — 1987

Experience
Northeast Credit Union  May 2013 - Present
Citizens Bank  September 2011 - May 2013
Camden National Bank  May 2004 - September 2011
The Weekly Sentinel   August 2007 - May 2009
Fleet National Bank   May 2000 - May 2004
University of Maine  September 2001 - October 2003
University of Maine  August 2002 - January 2003

Skills
Banking, Retail Banking, Loans, Mortgage Lending, Customer Service, Outlook, Microsoft Excel, Branch Banking, Credit, Administration, Deposits, Credit Cards, Data Entry, Typing, Consumer Lending, Management

Education
University of Maine   2000 — 2004
Child Development and Family Relations; Business

Marshwood High School   1996 — 2000

Experience
JPMorgan Chase  1998 - Present
Sovereign Bank  1997 - 1998
Fleet National Bank   1995 - 1997
Shawmut National Bank  1986 - 1995

Skills
Commercial Credit, Commercial Banking, Syndications, Credit Risk, Credit Analysis, Manage Client..., Commercial Lending, Consumer Lending, Lines Of Credit, Credit, Small Business Lending, Loan Origination, Asset Based Lending, Cross Selling, Relationship Management, Loans, Portfolio Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1983 — 1986
MBA

Experience
Wells Fargo Bank  January 1991 - Present
Fleet National Bank   January 1986 - September 1991

Education
University of Denver   1981 — 1985
BSBA, Marketing

Kingswood Oxford School   1977 — 1981
High School

Experience
Town of Monteagle Board of Zoning Appeals   June 2015 - Present
Bob Short Art   2010 - Present
Mountain Goat Trail Alliance   January 2009 - Present
MidCumberland Mountain Ministries   January 2008 - Present
Edgeworth inn   2004 - Present
Monteagle Sunday School Assembly   2008 - 2014
Fleet National Bank   1991 - 1993
Citicorp Real Estate, Inc.   1987 - 1991
Wells Fargo Bank  1984 - 1987
Wells Fargo Realty Advisors   1979 - 1984

Skills
Editing, Nonprofits, Customer Service, Public Relations, Fundraising, Graphic Design, Event Management, Strategic Planning, Microsoft Office, Marketing Strategy, Event Planning, Public Speaking, Start-ups, Marketing, Social Media, Entrepreneurship, Social Media Marketing, Marketing Communications, Social Networking, Leadership Development, Team Building, Sales

Education
University of Arkansas at Little Rock

University of Houston

Experience
Bank of America  Credit Policy ManagerMetLife Bank,NAApril 2005 - April 2007
Fleet National Bank   September 2002 - July 2004
Fleet National Bank   February 1998 - September 2002

Education
Bryant University   1973 — 1975
MBA, Management

Saint Peter's University   1963 — 1967
BS, Marketing

Experience
Partners HealthCare  June 2010 - Present
Analog Devices  1999 - 2009
Analog Devices  1997 - 1999
Analog Devices  1994 - 1997
Fleet National Bank   1992 - 1994
Rooney, Plotkin & Wiley   1990 - 1992

Education
Bryant University   1986 — 1990
BS, Accounting

Experience
Santander Bank, N.A.   June 2009 - Present
Santander Bank, N.A.   October 2008 - June 2009
Santander Bank, N.A.   December 2005 - September 2008
Santander Bank, N.A.   January 2002 - December 2005
Fleet National Bank   February 1999 - January 2002
Fleet National Bank   December 1994 - January 1999

Skills
Asset Management, Banking, Commercial Banking, Corporate Governance, Corporate Law, Finance, Investments, Management, Financial Services, Risk Management, Wealth Management..., Leadership, Retail Banking

Education
Suffolk University Law School   1990 — 1993
JD

Providence College   1985 — 1989
B.A., Political Science

Mount Holyoke College   1983 — 1984
English/Liberal Arts

Experience
Accretive Solutions  June 2012 - Present
Johnson & Wales University  September 2000 - Present
Genzyme  September 2010 - April 2011
VWR International  July 2006 - February 2009
Brooks Eckerd Pharmacy  September 2005 - January 2006
Drew Mortgage Associates  January 2004 - September 2005
OneBeacon Insurance  August 2000 - December 2003
FLEETBOSTON FINANCIAL CORP   August 1998 - August 2000
FLEET NATIONAL BANK   December 1994 - August 1998
FLEET MORTGAGE GROUP  February 1992 - December 1994

Skills
Budgeting, Customer Relations, Essbase, Costing, Accounting, Reporting & Analysis, Financial Management, Financial Analysis, Financial Reporting, Excel, Team Building, Word, PowerPoint, Data Analysis, Microsoft Office, Lotus Notes, Analysis, Forecasting, Process Improvement, Problem Solving, Outlook, P&L, Budgets, Managerial Finance, Account Reconciliation, Internal Controls, Finance, General Ledger, Access, Financial Accounting, Strategic Financial..., Leadership

Education
Johnson & Wales University   1997 — 1999
Master, Science Accounting

Roger Williams University   1984 — 1986
B.S. Business Administration, Accounting

Community College of Rhode Island   1982 — 1984
associates, accounting

St. Raphael Academy

Experience
Chase Manhattan Bank  July 2004 - December 2008
Mansfield Mortgage Company   August 2000 - January 2004
New England Funding   November 1999 - August 2000
Mansfield Mortgage Company   August 1998 - November 1999
New England Funding (subsidiary of Houston Savings Bank)   October 1996 - August 1998
Equi-Financial Corporation   April 1993 - October 1996
Providence Funding Group   January 1990 - January 1993
People's Bank, National Association   January 1984 - January 1989
Fleet Bank  1973 - 1987
Fleet National Bank   January 1973 - January 1984

Skills
Loans, Underwriting, Telemarketing, Investment Properties, Portfolio Management, Sales, Refinance, Mortgage Lending, FHA, Finance, Credit, Marketing, Mortgage Marketing, Loan Origination, Management, Mortgage Banking, Leadership, Banking

Education
Bryant College

Rhode Island

Rhode Island College
Bachelor of Arts, with; Psychology

Experience
New Bedford Public Schools  July 2014 - Present
Tiverton Middle School  September 2007 - Present
Johnsona and Wales   2013 - 2014
Middletown High School  August 2005 - September 2007
Our Lady of Mount Carmel School  August 2001 - June 2005
Fleet National Bank   June 1987 - August 2001

Skills
Literacy, Curriculum Design, Staff Development, Educational Leadership, Differentiated..., Elementary Education, Classroom Instruction, Special Education, Classroom, Classroom Management, Grant Writing, Curriculum Development, Teacher Training, K-12, Teaching, Lesson Planning, Tutoring, Educational Technology

Education
Johnson and Wales University   2013 — 2016
Doctorate of Education, Educational Leadership and Administration, General

Rhode Island College   2008 — 2011
Masters of Education, Educational Leadership

Rhode Island College   2001 — 2003
Masters of Education, Reading

Bryant University   1981 — 1983
M.B.A., Management

Rhode Island College   1979 — 1981
Bachelor of Science (B.S.), Elementary Education/Special Education, K-6 Elementary Education K-8 Special Education

Experience
BankNewport  1989 - Present
Leadership RI 2000   2000 - 2000
Aquidneck Data Corporation  1982 - 1989
Fleet National Bank   1979 - 1982

Skills
Market Research, Internet Banking, Banking, Customer Service, Portfolio Management, CRM, Recruiting, Strategic Planning

Education
Syracuse University
BS, MA, Speech Communication

Experience
Greens Farms Academy  2007 - Present
Fleet National Bank   1986 - 2000
Bank of America  1980 - 1999

Education
Rutgers Graduate School of Management
mba, Finance

University of Wisconsin-Madison
Bachelor's degree, history

Experience
Madigan Clan   August 2001 - Present
Advanced Healthcare  2000 - 2003
Fleet National bank   1998 - 2000

Skills
Public Speaking, Coaching, Event Planning, Fundraising, Teaching, Nonprofits

Education
Merrimack College   1990 — 1994
Bachelor of Science, Psychology

Boston University   1988 — 1990

Experience
U.S. Department of Housing & Urban Development   2000 - Present
Fleet National Bank   1997 - 2000
Corporation for Regional Economic Development   1993 - 1997
Connecticut Mutual Life Insurance Company  1982 - 1993
U.S. Department of Housing & Urban Development   1979 - 1982
City of Rochester  1973 - 1979
Civil Affairs School, U.S. Army Institute for Military Assistance   1970 - 1973

Skills
Economic Development, Community Development, Affordable Housing, Redevelopment, Urban Planning, Urban Redevelopment, Grants, Public Policy, Public Administration, Local Government, Zoning, Land Use Planning, Public/private..., Policy Analysis

Education
University of Hartford   1981 — 1982
Certificate, Investment Finance

Rutgers, The State University of New Jersey-New Brunswick   1968 — 1970
Master of City & Regional Planning, Urban Studies/Affairs

Dartmouth College   1964 — 1968
Bachelor of Arts (BA), Sociology and Anthropology

Experience
Arpin Van Lines, Inc.   September 2013 - Present
Patch.com  January 2011 - February 2012
Bank of America  1998 - 2005
Fleet National Bank   1997 - 1998
Fleet National Bank   1994 - 1997
New Bedford Institution for Savings   September 1986 - 1994

Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Account Reconciliation, Cross Selling, Loan Servicing, uccel, Small Business, AFS, Customer Service, Compliance, Financial Risk, Internal Audit, Loans, Banking, Branch Banking, Financial Services, Credit, Invoicing, Billing Process, Vouchers, Adjustments, Portfolio Management, Accounting, Credit Risk, Payments

Education
Community College of Rhode Island
Associate's degree, Business Administration and Management, General

Experience
retired from banking   October 2011 - Present
FDIC liquidation division   June 1996 - March 2000
Fleet National Bank   September 1967 - June 1985
US NAVY USS Samuel B Roberts DD 823   February 1960 - January 1964

Skills
Banking, Credit Risk, Financial Analysis, Credit Cards, Financial Services, Finance, Analysis, Auditing, Mortgage Lending, Project Finance, Core Banking, Cross Selling, Cash Flow Lending, Credit Scoring, Real Estate, Residential Mortgages, Relationship Management, Letters of Credit, Operational Risk..., Refinance, Payments, Corporate Credit, Middle Market, Mortgage Underwriting, Underwriting, Debt Consolidation, Debt Restructuring, Credit Evaluation, Credit Appraisals, Loan Work-outs, Loss Mitigation, Loan Modifications, Credit Monitoring, SBA, Commercial Lending

Education
Roger Williams University   1984 — 1985
Bachelor of Science (BSc), Banking and Financial Support Services

Roger Williams University   1984 — 1985
Bachelor's degree, Banking and Financial Support Services

Roger Williams University
bachelor of science, Business administration, banking

Experience
HSBC Commercial Banking  June 2008 - Present
HSBC Commercial Banking  October 2004 - June 2008
Fleet National Bank/ Bank of America   June 1998 - October 2004
Fleet National Bank   March 1990 - June 1998
Fleet National Bank   June 1988 - March 1990
Fleet National Bank   March 1987 - June 1988
Fleet National Bank   June 1986 - March 1987
Leach & Garner Co.   June 1982 - June 1986

Education
Providence College   1977 — 1982
Bachelor of Science (B.S.), Accounting and Finance