Fleet Private Clients Group

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Fleet Private Clients Group Employees

Employee
Years
Job
Industry
William J. Walsh, CFP® William J. Walsh, CFP® Boston, Massachusetts Details
William J. Walsh, CFP®'s Fleet Private Clients Group Experience September 2001 - January 2003
Job Senior Vice President / Division Head of Wealth Management at Eastern Bank
Industry Financial Services
Experience
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

Mary Ellen Gore Mary Ellen Gore West Palm Beach, Florida Area Details
Mary Ellen Gore's Fleet Private Clients Group Experience January 1994 - November 2000
Job Marketing and Communications Professional
Industry Marketing and Advertising
Experience
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

Tom Landergan Tom Landergan Greater Boston Area Details
Tom Landergan's Fleet Private Clients Group Experience 1995 - 2002
Job Senior Client Services Specialist
Industry Financial Services
Experience
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

Paul Nunes Paul Nunes Stonington, Connecticut Details
Paul Nunes's Fleet Private Clients Group Experience June 1970 - December 2002
Job Retired from The Washington Trust Company
Industry Banking
Experience
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

Abigail Silk Abigail Silk Medfield, Massachusetts Details
Abigail Silk's Fleet Private Clients Group Experience July 1999 - April 2004
Job Experienced Administrative Assistant
Industry Medical Practice
Experience
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

John Levitt John Levitt Greater New York City Area Details
John Levitt's Fleet Private Clients Group Experience September 1998 - August 2001
Job Financial Consultant
Industry Investment Management
Experience
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

Richard Cavanagh Richard Cavanagh Providence, Rhode Island Area Details
Richard Cavanagh's Fleet Private Clients Group Experience March 1998 - October 2000
Job Partner, Portfolio Manager, Director of Operations and Compliance at WhaleRock Point Partners, LLC
Industry Investment Management
Experience
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

Sara Manchester Sara Manchester Providence, Rhode Island Area Details
Sara Manchester's Fleet Private Clients Group Experience 1997 - 1999
Job Human Resources Coordinator at Ocean State Job Lot
Industry Human Resources
Experience
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

Jane Lampert Jane Lampert Ilion, New York Details
Jane Lampert's Fleet Private Clients Group Experience January 1998 - January 2000
Job Financial Services Professional
Industry Financial Services
Experience
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

Ruth Fenton Ruth Fenton Providence, Rhode Island Details
Ruth Fenton's Fleet Private Clients Group Experience November 1998 - March 1999
Job Job Seeker
Industry Accounting
Experience
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