Fleet Private Clients Group
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Fleet Private Clients Group Employees
Eastern Bank February 2012 - Present
Boston University January 1996 - Present
Weston Financial July 2009 - December 2011
Bank of America / US Trust/ Fleet Boston Financial January 2003 - June 2009
Fleet Private Clients Group September 2001 - January 2003
Security First Group / MetLife January 1998 - September 2001
Holden Financial / Security First Group November 1990 - January 1998
Shearson Lehman April 1989 - November 1990
Skills
Sales Management, Wealth Management, Financial Planning, Strategic Financial...
Education
Boston University 1994 — 1996
Diploma, Financial Planning
Salem State University 1980 — 1984
BSBA, Business Administration
Housing Leadership Council of PBC December 2007 - October 2008
South Florida LISC June 2005 - December 2007
Planned Parenthood October 2002 - June 2005
Grand Bank November 2000 - December 2001
Fleet Private Clients Group January 1994 - November 2000
Skills
Customer Service, Marketing, Sales, Management, Public Speaking, Fundraising, Marketing Communications, Strategic Partnerships, Event Planning, Public Relations, Media Relations
Education
University of South Florida 1978 — 1981
State Street Corp. 2008 - 2010
WilmerHale 2006 - 2008
Choate, Hall & Stewart 2002 - 2006
Fleet Private Clients Group 1995 - 2002
State Street Bank & Trust Company 1989 - 1995
Fidelity Investments 1985 - 1988
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Finance
Assumption College 1980 — 1984
BA, English
Lynnfield High School 1977 — 1980
The Washington Trust Company March 2013 - Present
Fleet Private Clients Group June 1970 - December 2002
Skills
Real Estate, Banking, Credit, Wealth Management, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Investment Properties, Commercial Banking, Credit Analysis, Investments, Loan Origination, Mortgage Lending, Retail Banking, Risk Management, Finance, Financial Analysis
Education
Providence College
Bachelor's degree, Business Administration and Management, General
St. Elizabeth's Medical Center February 2014 - Present
Beth Israel Deaconess Medical Center December 2009 - January 2014
Fleet Private Clients Group July 1999 - April 2004
Wainwright Investment Counsel, LLC August 1997 - June 1999
H.C. Wainwright & Co., Inc June 1995 - July 1997
Skills
Strategic Planning, Healthcare, Marketing, Spanish, Project Planning
Education
Hamilton College 1991 — 1995
Bachelor of Arts Degree, Spanish
Instituto Internacional 1991 — 1992
Spanish
Pomfret School 1988 — 1991
AXA Advisors, LLC. September 2001 - Present
Fleet Private Clients Group September 1998 - August 2001
Lewis, Vegosen & Rosenbach, Attorneys September 1995 - September 1998
Skills
Succession Planning, Financial Planning, Investments, Asset Management, Structured Settlements, Buy-sell Agreements, Estate Planning, Securities, Life Insurance Reviews, Estate Planning..., Charitable Gift Planning
Education
Cornell Law School 1980 — 1983
JD
Cornell University 1976 — 1980
B.S., Labor Relations
Stuyvesant High School
WhaleRock Point Partners LLC May 2006 - Present
Washington Trust Investors January 2004 - May 2006
Fleet Investment Advisors October 2000 - January 2004
Fleet Private Clients Group March 1998 - October 2000
The Phoenix Companies, Inc. 1988 - 1998
Skills
Microsoft Office Expert, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Hedge Funds, Loans, Investment Management, Securities, Bonds, Investment Banking, Investment Strategies, Asset Management, Finance, High Net Worth..., Management, Series 7, Private Equity, Investment Advisory
Education
Harvard University 1980 — 1984
A.B., Biology
Cranston High School East 1976 — 1979
High School, College Prep
Ocean State Job Lot September 2014 - Present
Memorial Hospital of RI July 2014 - September 2014
University of Rhode Island August 2013 - May 2014
Morgan Stanley 2006 - 2010
ANN INC. 2001 - 2006
Goldman Sachs 2000 - 2001
Fleet Private Clients Group 1997 - 1999
Skills
Customer Service, Compliance, Investments, Client Service, Customer Relations, Budgeting, Banking, Administration, Settlements, Microsoft Office, Problem Solving, Retail, Operations Management, Securities, Process Improvement, Payments, Coaching, SLA, Documentation, Performance Management, Research, Recruiting, Training, Employee Relations, Staff Development, Sales, Visual Merchandising, Loss Prevention, Payroll, Networking, Marketing, Creative Writing, Writing, Settlement, Strategic Hiring, Talent Management, Report Writing, Hiring, Merchandising, Strategy, Team Leadership, Employee Training, Social Networking, Team Building
Education
University of Rhode Island 2012 — 2014
Master of Science (M.S.)
Smith College 1993 — 1997
Bachelor of Arts (B.A.)
Moses Brown School 1989 — 1993
M. Griffith Investment Services 2011 - 2011
2008 - 2010RBC Wealth Management June 2008 - May 2010
Bank of America Private Wealth Management January 2000 - January 2008
Fleet Private Clients Group January 1998 - January 2000
Fleet Boston Financial January 1995 - January 1998
Skills
Retirement Planning, Investments, Mutual Funds, Securities
Education
State University of New York Institute of Technology at Utica/Rome 2002 — 2005
Bachelor's degree, Finance and Financial Management Services, 3.0
Utica School of Commerce 2000 — 2002
Associate's degree, Business Administration and Accounting, Graduated with Honors
Ilion Jr. Sr. High School 1977 — 1981
High School Diploma, Business and Cosmetology
Brooks Pharmacy May 2005 - September 2007
Spherion Atlantic Workforce LLC February 2005 - October 2005
Community College of RI September 2004 - February 2005
Daniel J. Ryan, LLC January 2002 - July 2004
Fleet Capital Leasing February 2000 - April 2001
Greysmith Staffing Company 1999 - 2000
Fleet Private Clients Group November 1998 - March 1999
KPMG Peat Marwick December 1995 - November 1998
Gardner, Sawyer, Gates & Sloan 1990 - December 1995
Leonard Accardo, Jr., Esq. 1987 - 1990
Skills
Microsoft 2007 and 2010..., QuickBooks 2013, Specialized training in..., Excellent Customer..., Highly detail oriented, Organized with a..., Strong written and..., Motivated by new..., Proven record of..., Strong work ethic, Critical thinker and..., Self-motivated Team..., Accounts Payable, Accounts Receivable, Trust Taxation, Broad professional..., Probate Paralegal, Administrative Assistant
Education
Rhode Island College 2011 — 2012
Accounting Major
Community College of Rhode Island 2010 — 2011
Associate's degree, Accounting, 3.54 GPA - High Honors