Fleet Securities, Inc.
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Fleet Securities, Inc. Employees
Employee
Years
Job
Industry
Shai Patel Shai Patel's Fleet Securities, Inc. Experience 2000 - 2004
Job Managing Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities January 2010 - Present
Wells Fargo Bank May 2006 - December 2009
Banc of America Securities 2003 - May 2006
Fleet Securities, Inc. 2000 - 2004
Fleet Bank 2000 - 2003
State Street Bank and Trust Company June 1993 - May 2000
Skills
Credit Analysis, Investment Banking, Leveraged Finance, Private Equity, Capital Markets, Financial Modeling, Financial Structuring, Corporate Finance, Due Diligence, Financial Analysis, Banking, Series 7, Loan Origination, Credit Risk, Underwriting, Commercial Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Boston College 1985 — 1989
B.S., Biology
Wells Fargo Securities January 2010 - Present
Wells Fargo Bank May 2006 - December 2009
Banc of America Securities 2003 - May 2006
Fleet Securities, Inc. 2000 - 2004
Fleet Bank 2000 - 2003
State Street Bank and Trust Company June 1993 - May 2000
Skills
Credit Analysis, Investment Banking, Leveraged Finance, Private Equity, Capital Markets, Financial Modeling, Financial Structuring, Corporate Finance, Due Diligence, Financial Analysis, Banking, Series 7, Loan Origination, Credit Risk, Underwriting, Commercial Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Boston College 1985 — 1989
B.S., Biology
Lionel Geltman Lionel Geltman's Fleet Securities, Inc. Experience July 1999 - February 2003
Job Manager Enterprise Capacity Performance Management at Emblem Health
Industry Hospital & Health Care
Experience
EmblemHealth February 2013 - Present
Emblem Health Services, LLC March 2003 - Present
Fleet Securities, Inc. July 1999 - February 2003
Merrill Lynch September 1997 - July 1999
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Process Improvement, SQL, Change Management, Team Leadership, Project Planning, SDLC, Visio, Vendor Management, Windows, Linux, Enterprise Software, Data Center, Ethics, Integrity, Values, Work Ethic
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Seton Hall University 1974 — 1978
Master of Business Administration (MBA), Business Quantitative Analysis
Montclair State University 1969 — 1973
Bachelor of Arts (B.A.), Mathematics
EmblemHealth February 2013 - Present
Emblem Health Services, LLC March 2003 - Present
Fleet Securities, Inc. July 1999 - February 2003
Merrill Lynch September 1997 - July 1999
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Process Improvement, SQL, Change Management, Team Leadership, Project Planning, SDLC, Visio, Vendor Management, Windows, Linux, Enterprise Software, Data Center, Ethics, Integrity, Values, Work Ethic
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Seton Hall University 1974 — 1978
Master of Business Administration (MBA), Business Quantitative Analysis
Montclair State University 1969 — 1973
Bachelor of Arts (B.A.), Mathematics
George Hlentzas George Hlentzas's Fleet Securities, Inc. Experience July 2001 - May 2004
Job Director Credit Risk Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch December 2012 - March 2014
Bank of America Merrill Lynch May 2004 - December 2012
Fleet Securities, Inc. July 2001 - May 2004
Skills
Financial Modeling, Investment Banking, Business Strategy, Due Diligence, Corporate Finance, Portfolio Management, Valuation, Leveraged Finance, Credit, Credit Risk, Risk Management, Cash Flow Lending, C&I Lending, Underwriting, Capital Markets, Financial Analysis, Credit Analysis, Syndications, Acquisition Finance, Loans, Mergers & Acquisitions, Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Masters (MBA), Corporate Finance and Financial Instruments & Markets
Providence College 1997 — 2001
BA, Economics / Finance, 3.61
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch December 2012 - March 2014
Bank of America Merrill Lynch May 2004 - December 2012
Fleet Securities, Inc. July 2001 - May 2004
Skills
Financial Modeling, Investment Banking, Business Strategy, Due Diligence, Corporate Finance, Portfolio Management, Valuation, Leveraged Finance, Credit, Credit Risk, Risk Management, Cash Flow Lending, C&I Lending, Underwriting, Capital Markets, Financial Analysis, Credit Analysis, Syndications, Acquisition Finance, Loans, Mergers & Acquisitions, Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Masters (MBA), Corporate Finance and Financial Instruments & Markets
Providence College 1997 — 2001
BA, Economics / Finance, 3.61
Michael J. Burke, CFA's Fleet Securities, Inc. Experience May 1996 - April 2004
Job Funding for growing businesses Liquid Capital of New England
Industry Financial Services
Experience
Liquid Capital April 2012 - Present
Bay State College January 2013 - April 2013
Michael J. Burke, CFA July 2009 - December 2011
SVG Advisers October 2004 - June 2009
Fleet Securities, Inc. May 1996 - April 2004
PNC Bank, N.A. 1992 - 1996
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Valuation, Portfolio Management, Financial Modeling, Investments, Alternative Investments, Venture Capital, Loans, Due Diligence, Finance, Capital Markets, Investment Banking, Underwriting, Financial Analysis, Capital, Banking, Restructuring, Credit, Factoring, Fund Of Funds, Mergers, Credit Analysis, Buyouts, Trade Finance, Investment Management, Asset Managment, Purchase Order Finance, Working Capital...
Education
Villanova University 1992 — 1996
MBA
Stockton University 1985 — 1989
BA, Management
Liquid Capital April 2012 - Present
Bay State College January 2013 - April 2013
Michael J. Burke, CFA July 2009 - December 2011
SVG Advisers October 2004 - June 2009
Fleet Securities, Inc. May 1996 - April 2004
PNC Bank, N.A. 1992 - 1996
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Valuation, Portfolio Management, Financial Modeling, Investments, Alternative Investments, Venture Capital, Loans, Due Diligence, Finance, Capital Markets, Investment Banking, Underwriting, Financial Analysis, Capital, Banking, Restructuring, Credit, Factoring, Fund Of Funds, Mergers, Credit Analysis, Buyouts, Trade Finance, Investment Management, Asset Managment, Purchase Order Finance, Working Capital...
Education
Villanova University 1992 — 1996
MBA
Stockton University 1985 — 1989
BA, Management
Carol Magras Carol Magras's Fleet Securities, Inc. Experience October 1999 - October 2001
Job Senior Administrative Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
Fitch Ratings September 2011 - Present
Carolinas Healthcare System February 2010 - May 2011
Deutsche Bank October 2001 - July 2009
Fleet Securities, Inc. October 1999 - October 2001
Citibank, N.A. October 1989 - October 1999
Skills
Operations Management, Management, Accounts Receivable, Travel Management, Account Reconciliation, Accounts Payable, Customer Service, Executive Calendar..., Finance, Time Management, Accounting
Education
Central Piedmont Community College 2009 — 2010
The Borough of Manhattan Community College 1999 — 2001
A.A.S., Accounting
BNY Mellon July 2014 - Present
Fitch Ratings September 2011 - Present
Carolinas Healthcare System February 2010 - May 2011
Deutsche Bank October 2001 - July 2009
Fleet Securities, Inc. October 1999 - October 2001
Citibank, N.A. October 1989 - October 1999
Skills
Operations Management, Management, Accounts Receivable, Travel Management, Account Reconciliation, Accounts Payable, Customer Service, Executive Calendar..., Finance, Time Management, Accounting
Education
Central Piedmont Community College 2009 — 2010
The Borough of Manhattan Community College 1999 — 2001
A.A.S., Accounting
Michael DiSandro Michael DiSandro's Fleet Securities, Inc. Experience November 2000 - November 2004
Job SVP, Commercial Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. July 2014 - Present
RBS Citizens Financial Group March 2010 - July 2014
Citizens Bank February 2006 - March 2010
Bank of America November 2004 - February 2006
Fleet Securities, Inc. November 2000 - November 2004
Skills
Credit Analysis, Portfolio Management, Credit Risk, Loans, Credit, Banking, Commercial Banking, Underwriting, Corporate Finance, Finance
Education
Trinity College-Hartford 1982 — 1986
Bachelor of Science (B.S.), Economics
Kent School, Kent, CT 1980 — 1982
Bryant University
Master of Business Administration (MBA), Business Administration and Management
Santander Bank, N.A. July 2014 - Present
RBS Citizens Financial Group March 2010 - July 2014
Citizens Bank February 2006 - March 2010
Bank of America November 2004 - February 2006
Fleet Securities, Inc. November 2000 - November 2004
Skills
Credit Analysis, Portfolio Management, Credit Risk, Loans, Credit, Banking, Commercial Banking, Underwriting, Corporate Finance, Finance
Education
Trinity College-Hartford 1982 — 1986
Bachelor of Science (B.S.), Economics
Kent School, Kent, CT 1980 — 1982
Bryant University
Master of Business Administration (MBA), Business Administration and Management
Donna Corrao's Fleet Securities, Inc. Experience January 1996 - December 2000
Job Assistant Town Planner at Town of Smithfield
Industry Government Administration
Experience
Town of Smithfield October 2001 - Present
Fleet Securities, Inc. January 1996 - December 2000
Greater Providence Chamber of Commerce January 1990 - January 1993
Skills
Local Government, Market Research, Grant Writing, Strategic Planning, Project Planning, Community Development, Project Management, Administration, Team Building, Negotiation
Education
Rhode Island College
Bachelor's Degree, Marketing
Town of Smithfield October 2001 - Present
Fleet Securities, Inc. January 1996 - December 2000
Greater Providence Chamber of Commerce January 1990 - January 1993
Skills
Local Government, Market Research, Grant Writing, Strategic Planning, Project Planning, Community Development, Project Management, Administration, Team Building, Negotiation
Education
Rhode Island College
Bachelor's Degree, Marketing
Ryan Koch's Fleet Securities, Inc. Experience October 2000 - February 2003
Job Vice President, Corporate Development at IHS
Industry Information Services
Experience
IHS October 2011 - Present
Edgeview Partners June 2006 - October 2011
Lehman Brothers May 2005 - August 2005
KeyBanc Capital Markets/Wallach Company February 2003 - July 2004
Fleet Securities, Inc. October 2000 - February 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Corporate Finance
Franklin and Marshall College 1996 — 2000
BA, Business Administration
Colorado Academy 1992 — 1996
IHS October 2011 - Present
Edgeview Partners June 2006 - October 2011
Lehman Brothers May 2005 - August 2005
KeyBanc Capital Markets/Wallach Company February 2003 - July 2004
Fleet Securities, Inc. October 2000 - February 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Corporate Finance
Franklin and Marshall College 1996 — 2000
BA, Business Administration
Colorado Academy 1992 — 1996
Rebecca Tarby's Fleet Securities, Inc. Experience 2000 - 2003
Job Managing Director at Crystal Financial LLC
Industry Investment Banking
Experience
Crystal Financial LLC April 2006 - Present
Fleet Securities, Inc. 2000 - 2003
Education
Boston College
Crystal Financial LLC April 2006 - Present
Fleet Securities, Inc. 2000 - 2003
Education
Boston College
Peter Chomyonk's Fleet Securities, Inc. Experience June 2003 - August 2004
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank September 2004 - February 2013
Fleet Securities, Inc. June 2003 - August 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA, Finance
State University of New York at Geneseo, Jones School of Business 1991 — 1995
BS, Finance
UBS Investment Bank September 2004 - February 2013
Fleet Securities, Inc. June 2003 - August 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA, Finance
State University of New York at Geneseo, Jones School of Business 1991 — 1995
BS, Finance
Mark Du Four's Fleet Securities, Inc. Experience May 2000 - March 2004
Job Managing Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
Bill Wagner's Fleet Securities, Inc. Experience June 2000 - September 2002
Job Vice President Product Development
Industry Information Technology and Services
Experience
Scivantage, Inc. January 2008 - Present
Scivantage, Inc. April 2004 - December 2007
Scivantage, Inc. September 2002 - April 2004
Fleet Securities, Inc. June 2000 - September 2002
Skills
Product Management, SDLC, Business Analysis, Software Project..., SaaS, Agile Methodologies
Education
Columbia University in the City of New York 2006 — 2008
Master of Science, Technology Management
Binghamton University 1990 — 1994
Scivantage, Inc. January 2008 - Present
Scivantage, Inc. April 2004 - December 2007
Scivantage, Inc. September 2002 - April 2004
Fleet Securities, Inc. June 2000 - September 2002
Skills
Product Management, SDLC, Business Analysis, Software Project..., SaaS, Agile Methodologies
Education
Columbia University in the City of New York 2006 — 2008
Master of Science, Technology Management
Binghamton University 1990 — 1994
Benny Wong's Fleet Securities, Inc. Experience June 1996 - October 2001
Job Vice President at MassDevelopment
Industry Investment Banking
Experience
MassDevelopment October 2001 - Present
Asian American Civic Association December 2004 - Present
Fleet Securities, Inc. June 1996 - October 2001
Skills
Non-profits, Commercial Lending, Nonprofits, Bonds, Financial Analysis, Finance, Training, Business Development, Credit Analysis, Fundraising, Financial Services, Cash Management, Community Outreach, Due Diligence, Portfolio Management, Strategic Planning, Credit, Banking, Financial Modeling
Education
Boston University Questrom School of Business 1992 — 1996
MassDevelopment October 2001 - Present
Asian American Civic Association December 2004 - Present
Fleet Securities, Inc. June 1996 - October 2001
Skills
Non-profits, Commercial Lending, Nonprofits, Bonds, Financial Analysis, Finance, Training, Business Development, Credit Analysis, Fundraising, Financial Services, Cash Management, Community Outreach, Due Diligence, Portfolio Management, Strategic Planning, Credit, Banking, Financial Modeling
Education
Boston University Questrom School of Business 1992 — 1996
Barbara L. Clough's Fleet Securities, Inc. Experience January 1998 - January 2000
Job Global Training and Education Manager at GSK
Industry Research
Experience
GSK March 2015 - Present
Novartis Vaccines & Diagnostics July 2009 - September 2013
Boston By Foot November 2009 - February 2010
Beth Israel Deaconess Medical Center December 2004 - July 2009
Magnus Communications, Inc. January 2000 - May 2006
Putnam Investments April 2000 - December 2004
Fleet Securities, Inc. January 1998 - January 2000
Skills
Vaccines, Pharmaceutical Industry, GCP, Data Management, ICH-GCP, Clinical Trials, SOP, Biotechnology, CRO, Protocol, Oncology, Lifesciences, CTMS, Editing, Cardiology, FDA, Employee Training, Team Building
Education
Northeastern University 1995 — 1999
MA, History
Florida Atlantic University 1985 — 1989
BA, English Literature
University of Massachusetts Boston
Instructional Design
GSK March 2015 - Present
Novartis Vaccines & Diagnostics July 2009 - September 2013
Boston By Foot November 2009 - February 2010
Beth Israel Deaconess Medical Center December 2004 - July 2009
Magnus Communications, Inc. January 2000 - May 2006
Putnam Investments April 2000 - December 2004
Fleet Securities, Inc. January 1998 - January 2000
Skills
Vaccines, Pharmaceutical Industry, GCP, Data Management, ICH-GCP, Clinical Trials, SOP, Biotechnology, CRO, Protocol, Oncology, Lifesciences, CTMS, Editing, Cardiology, FDA, Employee Training, Team Building
Education
Northeastern University 1995 — 1999
MA, History
Florida Atlantic University 1985 — 1989
BA, English Literature
University of Massachusetts Boston
Instructional Design
Leslie Quick III's Fleet Securities, Inc. Experience 2001 - 2003
Job Partner at Massey, Quick & Co.
Industry Financial Services
Experience
Massey, Quick & Co. September 2004 - Present
Fleet Securities, Inc. 2001 - 2003
Fleet Trading 1998 - 2003
Fleet Bank/Quick & Reilly 1998 - 2003
Fleet Securities / U S Clearing Corp 1995 - 2003
US Clearing 1993 - 2003
US Clearing/Fleet Securities/Bank of America 1993 - 2003
Quick & Reilly Alumni 1975 - 2003
The Quick & Reilly Group 1975 - 2003
Quick & Reilly, Inc 1987 - 1994
Education
Saint Bonaventure University 1971 — 1975
BBA, Finance
Massey, Quick & Co. September 2004 - Present
Fleet Securities, Inc. 2001 - 2003
Fleet Trading 1998 - 2003
Fleet Bank/Quick & Reilly 1998 - 2003
Fleet Securities / U S Clearing Corp 1995 - 2003
US Clearing 1993 - 2003
US Clearing/Fleet Securities/Bank of America 1993 - 2003
Quick & Reilly Alumni 1975 - 2003
The Quick & Reilly Group 1975 - 2003
Quick & Reilly, Inc 1987 - 1994
Education
Saint Bonaventure University 1971 — 1975
BBA, Finance
Steve Pelleriti's Fleet Securities, Inc. Experience July 1993 - March 2001
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Bank of America Merrill Lynch April 2004 - April 2012
Bank of America Merrill Lynch March 2001 - April 2004
Fleet Securities, Inc. July 1993 - March 2001
Skills
Fixed Income Products, Economics, Client Retention, Sales Presentations, Strategy Development, Team Leadership, Client Presentation, Liquidity Management, Series 7, Series 63, Series 24, New Business Development, Capital Markets, Asset Management, Fixed Income, Securities, Portfolio Management, Commercial Banking, Mutual Funds, Derivatives, Credit, Investment Strategies, Investments, Treasury Management, Cash Management, Asset Allocation, Banking, Financial Risk, Customer Retention, FINRA, Financial Services, Strategy, Bonds, Wealth Management, Relationship Management, Alternative Investments, Equities, Hedge Funds, Bloomberg, Credit Analysis, Investment Advisory, Public Speaking, Interpersonal..., Private Banking
Education
Tulane University
Bachelor of Arts (B.A.)
Wells Fargo December 2012 - Present
Bank of America Merrill Lynch April 2004 - April 2012
Bank of America Merrill Lynch March 2001 - April 2004
Fleet Securities, Inc. July 1993 - March 2001
Skills
Fixed Income Products, Economics, Client Retention, Sales Presentations, Strategy Development, Team Leadership, Client Presentation, Liquidity Management, Series 7, Series 63, Series 24, New Business Development, Capital Markets, Asset Management, Fixed Income, Securities, Portfolio Management, Commercial Banking, Mutual Funds, Derivatives, Credit, Investment Strategies, Investments, Treasury Management, Cash Management, Asset Allocation, Banking, Financial Risk, Customer Retention, FINRA, Financial Services, Strategy, Bonds, Wealth Management, Relationship Management, Alternative Investments, Equities, Hedge Funds, Bloomberg, Credit Analysis, Investment Advisory, Public Speaking, Interpersonal..., Private Banking
Education
Tulane University
Bachelor of Arts (B.A.)
Farah D. Saint Jean's Fleet Securities, Inc. Experience August 1993 - June 1997
Job Asset Backed Finance Sales
Industry Capital Markets
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2012 - December 2014
Banc of America Securities LLC October 2004 - December 2010
Quick & Reilly June 1997 - September 2004
Fleet Securities, Inc. August 1993 - June 1997
Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2012 - December 2014
Banc of America Securities LLC October 2004 - December 2010
Quick & Reilly June 1997 - September 2004
Fleet Securities, Inc. August 1993 - June 1997
Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments
Education
Baruch College, City University of New York (CUNY)