FleetBoston Financial
Industry: Bank
DescriptionFleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America. Successor: Bank of America Headquarters: Boston, MA Founded: 1999 Revenue: 12 billion USD Defunct: 2004 Number of employees: Approximately 50,000
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FleetBoston Financial Employees
Employee
Years
Job
Industry
Jill Sullivan-Browne Jill Sullivan-Browne's FleetBoston Financial Experience 1999 - 2001
Job Vice President & Senior Counsel at State Street Bank and Trust Company and Boston Financial Data Services, Inc.
Industry Financial Services
Experience
State Street Bank June 2001 - Present
Boston Financial Data Services June 2001 - Present
FleetBoston Financial 1999 - 2001
Bank of Boston 1988 - 1999
Devine Millimet & Branch 1985 - 1988
Skills
Securities, Mutual Funds, Financial Services, Corporate Governance, Corporate Law, Contract Negotiation, ERISA, AML, Relationship Management
Education
Emory University School of Law 1982 — 1985
JD, Law
Cornell University 1977 — 1981
B.A., Psychology
State Street Bank June 2001 - Present
Boston Financial Data Services June 2001 - Present
FleetBoston Financial 1999 - 2001
Bank of Boston 1988 - 1999
Devine Millimet & Branch 1985 - 1988
Skills
Securities, Mutual Funds, Financial Services, Corporate Governance, Corporate Law, Contract Negotiation, ERISA, AML, Relationship Management
Education
Emory University School of Law 1982 — 1985
JD, Law
Cornell University 1977 — 1981
B.A., Psychology
Bob Nowak's FleetBoston Financial Experience 2000 - 2004
Job SVP, Technology Executive at Bank of America
Industry Information Technology and Services
Experience
Bank of America 2010 - Present
Bank of America - Global Wealth and Investment Management Technology 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1990 - 2004
Bank of Boston 1980 - 1990
Skills
Portfolio Management, Risk Management, Banking, Vendor Management, CRM, ITIL, Management, Leadership, Project Management, New Business Development, Testing, Databases, SDLC, IT Strategy, Financial Services, Project Portfolio..., Business Analysis, PMO, Finance, Relationship Management, Information Technology, Process Improvement, Business Process..., Program Management
Education
Babson College 1982 — 1987
MBA, Finance, Information Systems
Boston College 1976 — 1980
BA, Math, Economics
Bank of America 2010 - Present
Bank of America - Global Wealth and Investment Management Technology 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1990 - 2004
Bank of Boston 1980 - 1990
Skills
Portfolio Management, Risk Management, Banking, Vendor Management, CRM, ITIL, Management, Leadership, Project Management, New Business Development, Testing, Databases, SDLC, IT Strategy, Financial Services, Project Portfolio..., Business Analysis, PMO, Finance, Relationship Management, Information Technology, Process Improvement, Business Process..., Program Management
Education
Babson College 1982 — 1987
MBA, Finance, Information Systems
Boston College 1976 — 1980
BA, Math, Economics
Armando Herrera's FleetBoston Financial Experience 2002 - 2003
Job Operations at Harris Financial Advisors RIA
Industry Financial Services
Experience
Deutsche Bank 2005 - 2012
FleetBoston Financial 2002 - 2003
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Prime Brokerage, Financial Services, Trading, Portfolio Management, Options, FX Options, Finance, Risk Management, Financial Analysis, Investment Banking, Swaps, Alternative Investments, Financial Markets, Valuation, Middle Office, Equity Derivatives, Bonds, Structured Finance, Emerging Markets
Education
Boston University 2000 — 2004
Bachelor of Science (B.S.), Business Admin (Finance & Accounting)
Deutsche Bank 2005 - 2012
FleetBoston Financial 2002 - 2003
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Prime Brokerage, Financial Services, Trading, Portfolio Management, Options, FX Options, Finance, Risk Management, Financial Analysis, Investment Banking, Swaps, Alternative Investments, Financial Markets, Valuation, Middle Office, Equity Derivatives, Bonds, Structured Finance, Emerging Markets
Education
Boston University 2000 — 2004
Bachelor of Science (B.S.), Business Admin (Finance & Accounting)
Shelley Francois's FleetBoston Financial Experience December 1988 - October 2001
Job Quality Assurance / Business Systems Analyst at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Wells Fargo May 2009 - December 2011
Bank of America April 2008 - November 2008
Various Companies November 2002 - April 2008
FleetBoston Financial December 1988 - October 2001
Skills
Banking, Technical Support, Quality Assurance, Production Support, Environmental..., Visio, Business Analysis, Project Management, SDLC, Requirements Analysis, SQL, Customer Service, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Microsoft Office, Risk Management, Credit Management, Treasury Management
Education
Bentley University 1996 — 2000
Finance, Banking and Financial Support Services
New England College of Business and Finance 1992 — 1996
Associate's degree, Accounting and Finance
Bank of America April 2012 - Present
Wells Fargo May 2009 - December 2011
Bank of America April 2008 - November 2008
Various Companies November 2002 - April 2008
FleetBoston Financial December 1988 - October 2001
Skills
Banking, Technical Support, Quality Assurance, Production Support, Environmental..., Visio, Business Analysis, Project Management, SDLC, Requirements Analysis, SQL, Customer Service, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Microsoft Office, Risk Management, Credit Management, Treasury Management
Education
Bentley University 1996 — 2000
Finance, Banking and Financial Support Services
New England College of Business and Finance 1992 — 1996
Associate's degree, Accounting and Finance
Larry Mariasis Larry Mariasis's FleetBoston Financial Experience 1999 - 2004
Job Retired Retail Banking and Contact Center Executive
Industry Banking
Experience
MULTIPLE MASSACHUSETTS BASED NOT-FOR-PROFIT ORGANIZATIONS April 2008 - Present
SUDBURY ADULT EDUCATION PROGRAM January 2008 - Present
BANK OF AMERICA 2004 - 2008
FLEETBOSTON FINANCIAL 1999 - 2004
BANKBOSTON 1996 - 1999
BAYBANKS, INC. 1982 - 1996
MASS BAY COMMUNITY COLLEGE 1981 - 1985
Skills
Banking, Retail Banking, Financial Services, Investments, Product Management, Change Management, Leadership, Risk Management, Fundraising, Vendor Management, Relationship Management, Financial Risk
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Finance/Computer Science
Union College 1976 — 1980
BS - Biology/Psychology
MULTIPLE MASSACHUSETTS BASED NOT-FOR-PROFIT ORGANIZATIONS April 2008 - Present
SUDBURY ADULT EDUCATION PROGRAM January 2008 - Present
BANK OF AMERICA 2004 - 2008
FLEETBOSTON FINANCIAL 1999 - 2004
BANKBOSTON 1996 - 1999
BAYBANKS, INC. 1982 - 1996
MASS BAY COMMUNITY COLLEGE 1981 - 1985
Skills
Banking, Retail Banking, Financial Services, Investments, Product Management, Change Management, Leadership, Risk Management, Fundraising, Vendor Management, Relationship Management, Financial Risk
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Finance/Computer Science
Union College 1976 — 1980
BS - Biology/Psychology
Mark Fogel Mark Fogel's FleetBoston Financial Experience October 1999 - November 2001
Job Locke Lord LLP
Industry Legal Services
Experience
Locke Lord LLP (successor of merger with Edwards Wildman Palmer LLP) October 2012 - Present
PNC July 2010 - August 2012
Edwards Angell Palmer & Dodge LLP December 2001 - June 2010
FleetBoston Financial October 1999 - November 2001
Bank of Boston (f/k/a The First National Bank of Boston) 1989 - 1999
Hoberman & Pollack, P.C. June 1988 - December 1989
Goldstein & Manello September 1981 - June 1988
Skills
Commercial Lending, Debt Restructuring, Corporate Law, Real Estate Financing, Distressed Debt Sales, Commercial Real Estate, Corporate Governance, Commercial Litigation, Due Diligence, Loans, Joint Ventures, Legal Compliance, Asset Based Lending, Private Equity, Workout, Bankruptcy, Litigation, Trade Secrets, Venture Capital, Mergers & Acquisitions, Management, Appeals
Education
Washington University in St. Louis School of Law 1978 — 1981
Doctor of Law (JD)
Brandeis University 1974 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Locke Lord LLP (successor of merger with Edwards Wildman Palmer LLP) October 2012 - Present
PNC July 2010 - August 2012
Edwards Angell Palmer & Dodge LLP December 2001 - June 2010
FleetBoston Financial October 1999 - November 2001
Bank of Boston (f/k/a The First National Bank of Boston) 1989 - 1999
Hoberman & Pollack, P.C. June 1988 - December 1989
Goldstein & Manello September 1981 - June 1988
Skills
Commercial Lending, Debt Restructuring, Corporate Law, Real Estate Financing, Distressed Debt Sales, Commercial Real Estate, Corporate Governance, Commercial Litigation, Due Diligence, Loans, Joint Ventures, Legal Compliance, Asset Based Lending, Private Equity, Workout, Bankruptcy, Litigation, Trade Secrets, Venture Capital, Mergers & Acquisitions, Management, Appeals
Education
Washington University in St. Louis School of Law 1978 — 1981
Doctor of Law (JD)
Brandeis University 1974 — 1977
Bachelor of Arts (B.A.), Political Science and Government
John DeMille John DeMille's FleetBoston Financial Experience October 2000 - May 2005
Job IT Network Engineer at DDJ Capital Management
Industry Information Technology and Services
Experience
Convexity Capital Management, LP February 2006 - July 2014
FleetBoston Financial / Bank of America May 2005 - February 2006
FleetBoston Financial October 2000 - May 2005
Steelpoint Technologies (now Zantaz) 1998 - 2000
Skills
VMware, Citrix, Microsoft Exchange, Virtualization, VMware ESX, System Administration, HP, Disaster Recovery, Active Directory, Windows Server, Powershell, Windows, DNS, Servers, Windows Server 2008, Server Architecture, Group Policy
Education
VMWare and New Horizons 2000 — 2013
Various Technical Training, Information Technology
Boston University 1998 — 1999
Microsoft Window Server Certificate, Computer Technology/Computer Systems Technology
Northeastern University 1986 — 1991
Bachelor of Science, Journalism / Business Minor
Convexity Capital Management, LP February 2006 - July 2014
FleetBoston Financial / Bank of America May 2005 - February 2006
FleetBoston Financial October 2000 - May 2005
Steelpoint Technologies (now Zantaz) 1998 - 2000
Skills
VMware, Citrix, Microsoft Exchange, Virtualization, VMware ESX, System Administration, HP, Disaster Recovery, Active Directory, Windows Server, Powershell, Windows, DNS, Servers, Windows Server 2008, Server Architecture, Group Policy
Education
VMWare and New Horizons 2000 — 2013
Various Technical Training, Information Technology
Boston University 1998 — 1999
Microsoft Window Server Certificate, Computer Technology/Computer Systems Technology
Northeastern University 1986 — 1991
Bachelor of Science, Journalism / Business Minor
Jennifer Harkins Jennifer Harkins's FleetBoston Financial Experience June 2002 - May 2004
Job Vice President, Consumer Product Management at Santander Bank USA
Industry Banking
Experience
Santander Bank USA November 2008 - Present
Fidelity Personal Investments June 2006 - November 2008
Fidelity Investments January 2005 - June 2006
FleetBoston Financial June 2002 - May 2004
FleetBoston Financial April 1998 - May 2002
Skills
Strategy, Product Management, Leadership, Portfolio Management, Marketing Strategy, Marketing, Management, Program Management, Forecasting, Product Development, Segmentation, Loans, Business Strategy, Mergers & Acquisitions, Retail, Change Management, Competitive Analysis, Training, Banking, Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Marketing and Finance
Cornell University 1985 — 1989
Bachelor of Science, Meteorology
Santander Bank USA November 2008 - Present
Fidelity Personal Investments June 2006 - November 2008
Fidelity Investments January 2005 - June 2006
FleetBoston Financial June 2002 - May 2004
FleetBoston Financial April 1998 - May 2002
Skills
Strategy, Product Management, Leadership, Portfolio Management, Marketing Strategy, Marketing, Management, Program Management, Forecasting, Product Development, Segmentation, Loans, Business Strategy, Mergers & Acquisitions, Retail, Change Management, Competitive Analysis, Training, Banking, Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Marketing and Finance
Cornell University 1985 — 1989
Bachelor of Science, Meteorology
Marshall St. Clair Marshall St. Clair's FleetBoston Financial Experience 1998 - 2005
Job Financial Services Product Management/Marketing Executive
Industry Banking
Experience
Bank of the West 2012 - November 2014
Webster Bank 2007 - 2012
Bank of America 1994 - 2007
FleetBoston Financial 1998 - 2005
Fleet Bank 1994 - 1998
Bank United of Texas 1993 - 1994
Citi 1982 - 1993
Skills
Product Management, Banking, Analytics, Segmentation, Strategy, Financial Services, Retail Banking, Marketing Strategy, Portfolio Management, Credit, Business Development, Product Development, Small Business, Leadership, Management, Business Strategy, Credit Cards, Direct Marketing, Integrated Marketing, Competitive Analysis, Customer Retention, Strategic Planning, Payments, Commercial Banking, Executive Management, Pricing, Multi-channel Marketing, Consumer Lending, Loans, P&L Management, Financial Analysis, Marketing Communications, Product Marketing, Cross Selling, Marketing Management, Cross-functional Team..., Start-ups, Marketing, Sales, Pricing Strategy, Lead Generation, Mortgage Lending, Marketing Research, Debit Cards, Customer Experience, Product Launch, Retail, Six Sigma, Thought Leadership, Digital Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.), Marketing, Corporate Relations & Public Policy (Double Major)
Columbia University in the City of New York 1976 — 1980
Bachelor’s Degree, Economics
Vestal High School 1973 — 1976
High School
Bank of the West 2012 - November 2014
Webster Bank 2007 - 2012
Bank of America 1994 - 2007
FleetBoston Financial 1998 - 2005
Fleet Bank 1994 - 1998
Bank United of Texas 1993 - 1994
Citi 1982 - 1993
Skills
Product Management, Banking, Analytics, Segmentation, Strategy, Financial Services, Retail Banking, Marketing Strategy, Portfolio Management, Credit, Business Development, Product Development, Small Business, Leadership, Management, Business Strategy, Credit Cards, Direct Marketing, Integrated Marketing, Competitive Analysis, Customer Retention, Strategic Planning, Payments, Commercial Banking, Executive Management, Pricing, Multi-channel Marketing, Consumer Lending, Loans, P&L Management, Financial Analysis, Marketing Communications, Product Marketing, Cross Selling, Marketing Management, Cross-functional Team..., Start-ups, Marketing, Sales, Pricing Strategy, Lead Generation, Mortgage Lending, Marketing Research, Debit Cards, Customer Experience, Product Launch, Retail, Six Sigma, Thought Leadership, Digital Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.), Marketing, Corporate Relations & Public Policy (Double Major)
Columbia University in the City of New York 1976 — 1980
Bachelor’s Degree, Economics
Vestal High School 1973 — 1976
High School
John Rindlaub, Jr John Rindlaub, Jr's FleetBoston Financial Experience July 2001 - June 2004
Job VP of Marketing at Health Net
Industry Hospital & Health Care
Experience
Health Net June 2013 - Present
Express Scripts October 2008 - May 2012
Earthlink Wireless March 2008 - August 2008
Blockbuster On Line August 2006 - January 2007
Eos Airlines September 2005 - April 2006
FleetBoston Financial July 2001 - June 2004
Barnes & Noble.com June 1998 - February 2001
ShopLink January 1997 - March 1998
Citibank January 1995 - January 1997
Pepsi-Cola 1986 - 1994
Skills
CMO VP Marketing, Strategic Planning, Market Research, Customer Acquisition, Customer Loyalty, Sales Support, Public Relations, Corporate Branding, Corporate Communications, B2B eCommerce, Advertising, Social Media Marketing, B2C marketing, B2B Marketing, Promotions, E-commerce, Customer Experience, Retail, Marketing Strategy, Marketing Communications, Product Management, Integrated Marketing, Brand Management, Start-ups, Marketing, Business Planning, Market Analysis, Sales Operations, Competitive Analysis, Strategy, Analytics, B2B, Product Launch, Product Marketing, Segmentation, Team Leadership, Leadership, Digital Marketing, Entrepreneurship, Direct Mail, Customer Insight, Sales, Lead Generation, Market Planning, Marketing Management, Brand Development, Email Marketing, Online Marketing, Brand Loyalty, Direct Marketing
Education
Columbia Business School
MBA, Marketing
Eastern Middle school
St George's School
high school diploma
Williams College
BA, History
Health Net June 2013 - Present
Express Scripts October 2008 - May 2012
Earthlink Wireless March 2008 - August 2008
Blockbuster On Line August 2006 - January 2007
Eos Airlines September 2005 - April 2006
FleetBoston Financial July 2001 - June 2004
Barnes & Noble.com June 1998 - February 2001
ShopLink January 1997 - March 1998
Citibank January 1995 - January 1997
Pepsi-Cola 1986 - 1994
Skills
CMO VP Marketing, Strategic Planning, Market Research, Customer Acquisition, Customer Loyalty, Sales Support, Public Relations, Corporate Branding, Corporate Communications, B2B eCommerce, Advertising, Social Media Marketing, B2C marketing, B2B Marketing, Promotions, E-commerce, Customer Experience, Retail, Marketing Strategy, Marketing Communications, Product Management, Integrated Marketing, Brand Management, Start-ups, Marketing, Business Planning, Market Analysis, Sales Operations, Competitive Analysis, Strategy, Analytics, B2B, Product Launch, Product Marketing, Segmentation, Team Leadership, Leadership, Digital Marketing, Entrepreneurship, Direct Mail, Customer Insight, Sales, Lead Generation, Market Planning, Marketing Management, Brand Development, Email Marketing, Online Marketing, Brand Loyalty, Direct Marketing
Education
Columbia Business School
MBA, Marketing
Eastern Middle school
St George's School
high school diploma
Williams College
BA, History
Brian Mansfield Brian Mansfield's FleetBoston Financial Experience 2000 - 2002
Job Sector Head at Contour Asset Management
Industry Investment Management
Experience
Contour Asset Management 2015 - Present
Atlanta Capital 2008 - 2014
Goldman Sachs 2006 - 2008
Prudential Equity Group 2002 - 2006
FleetBoston Financial 2000 - 2002
Skills
Investments, Financial Modeling, Valuation, Securities, Equity Research, Equity Valuation, Venture Capital, Private Equity, Equity Trading, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Corporate Finance, Equities, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Investment Strategies, Investment Banking, Investment Management, Asset Allocation, Financial Services, Independent Thinking, Internet Strategy, Mobile Technology
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Phillips Academy 1995 — 1996
Andover, MA
Marist School 1991 — 1995
Atlanta, GA
Contour Asset Management 2015 - Present
Atlanta Capital 2008 - 2014
Goldman Sachs 2006 - 2008
Prudential Equity Group 2002 - 2006
FleetBoston Financial 2000 - 2002
Skills
Investments, Financial Modeling, Valuation, Securities, Equity Research, Equity Valuation, Venture Capital, Private Equity, Equity Trading, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Corporate Finance, Equities, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Investment Strategies, Investment Banking, Investment Management, Asset Allocation, Financial Services, Independent Thinking, Internet Strategy, Mobile Technology
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Phillips Academy 1995 — 1996
Andover, MA
Marist School 1991 — 1995
Atlanta, GA
Darlene Reza Rossi Darlene Reza Rossi's FleetBoston Financial Experience 2003 - 2004
Job Vice President Development & Signature Programs
Industry Nonprofit Organization Management
Experience
Greater Providence Chamber of Commerce October 2011 - Present
Greater Providence Chamber of Commerce September 2005 - September 2011
Bank of America 2004 - 2005
FleetBoston Financial 2003 - 2004
Fleet Mortgage 2001 - 2003
Fleet Financial Services 1999 - 2001
Fry Technology USA 1994 - 1999
Skills
Event Planning, Organization, Credit, Program Management, Executive Management, Non-profits, Management Consulting, Public Speaking, Direct Mail, Public Relations, Nonprofits, Strategic Planning, Sponsorship, Marketing, Strategic Communications
Education
Rhode Island College 1979 — 1984
B.A., Communications, Advertising, PR, Business, Management
Brown University
Greater Providence Chamber of Commerce October 2011 - Present
Greater Providence Chamber of Commerce September 2005 - September 2011
Bank of America 2004 - 2005
FleetBoston Financial 2003 - 2004
Fleet Mortgage 2001 - 2003
Fleet Financial Services 1999 - 2001
Fry Technology USA 1994 - 1999
Skills
Event Planning, Organization, Credit, Program Management, Executive Management, Non-profits, Management Consulting, Public Speaking, Direct Mail, Public Relations, Nonprofits, Strategic Planning, Sponsorship, Marketing, Strategic Communications
Education
Rhode Island College 1979 — 1984
B.A., Communications, Advertising, PR, Business, Management
Brown University
Blaise Heltai Blaise Heltai's FleetBoston Financial Experience 2003 - 2004
Job Chairman of the Board and Chief Innovation Officer at Apex Technology Group
Industry Information Technology and Services
Experience
Apex Technology Group March 2014 - Present
genus2 Technology January 2008 - December 2014
NewVantage Partners March 2005 - December 2013
MITX 2003 - 2006
Bank of America March 2004 - December 2004
FleetBoston Financial 2003 - 2004
FleetBoston Financial 1999 - 2003
FileTrust January 2000 - January 2002
FleetBoston Financial 1996 - 1999
AT&T Consumer Products (Lucent) 1992 - 1995
Skills
Product Development, Market Research, Strategic Planning, Financial Services, Analytics, Data Mining, Business Intelligence, Technology, Leadership, Change Agent, Sees the Big Picture, Innovation Management, Team Mentoring, Technology Leadership, Collaboration, Software, Healthcare, Start-ups, Strategy, IT Strategy, Management, Management Consulting, Segmentation, CRM, Digital Strategy, Direct Marketing, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Integrated Marketing, Business Process, Analysis, Project Management, Big Data, Product Management, Business Strategy, Enterprise Software, Consulting
Education
Stony Brook University 1979 — 1984
Ph.D.
Indiana University Bloomington 1976 — 1978
Master of Science (MS)
College of Charleston 1971 — 1976
BS
Apex Technology Group March 2014 - Present
genus2 Technology January 2008 - December 2014
NewVantage Partners March 2005 - December 2013
MITX 2003 - 2006
Bank of America March 2004 - December 2004
FleetBoston Financial 2003 - 2004
FleetBoston Financial 1999 - 2003
FileTrust January 2000 - January 2002
FleetBoston Financial 1996 - 1999
AT&T Consumer Products (Lucent) 1992 - 1995
Skills
Product Development, Market Research, Strategic Planning, Financial Services, Analytics, Data Mining, Business Intelligence, Technology, Leadership, Change Agent, Sees the Big Picture, Innovation Management, Team Mentoring, Technology Leadership, Collaboration, Software, Healthcare, Start-ups, Strategy, IT Strategy, Management, Management Consulting, Segmentation, CRM, Digital Strategy, Direct Marketing, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Integrated Marketing, Business Process, Analysis, Project Management, Big Data, Product Management, Business Strategy, Enterprise Software, Consulting
Education
Stony Brook University 1979 — 1984
Ph.D.
Indiana University Bloomington 1976 — 1978
Master of Science (MS)
College of Charleston 1971 — 1976
BS
Amit Chitalia Amit Chitalia's FleetBoston Financial Experience January 2001 - December 2001
Job Pediatric Emergency Medicine Attending at Jersey Shore University Medical Center
Industry Hospital & Health Care
Experience
Jersey Shore University Medical Center 2014 - Present
Florida Hospital Tampa-Tampa Bay Emergency Physicians 2012 - 2014
Mount Sinai School of Medicine/St. Joseph's Children's Hospital 2009 - 2012
Ora Inc. April 2009 - June 2009
Lahey Hospital & Medical Center September 2008 - April 2009
Indigene Pharmaceuticals March 2007 - January 2008
FleetBoston Financial January 2001 - December 2001
Boston Medical Center (BMC) 1998 - 1999
Skills
Hospitals, Emergency Medicine, Critical Care, Healthcare, Healthcare Management, Management, Medical Education, Clinical Research, Pediatrics
Education
St. George's University 2002 — 2006
Doctor of Medicine (M.D.)
Boston University - School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University School of Medicine 1998 — 2001
Master's Degree, Medical Clinical Sciences/Graduate Medical Studies
Boston University 1993 — 1997
Bachelor's Degree, Biochemistry and Molecular Biology
Jersey Shore University Medical Center 2014 - Present
Florida Hospital Tampa-Tampa Bay Emergency Physicians 2012 - 2014
Mount Sinai School of Medicine/St. Joseph's Children's Hospital 2009 - 2012
Ora Inc. April 2009 - June 2009
Lahey Hospital & Medical Center September 2008 - April 2009
Indigene Pharmaceuticals March 2007 - January 2008
FleetBoston Financial January 2001 - December 2001
Boston Medical Center (BMC) 1998 - 1999
Skills
Hospitals, Emergency Medicine, Critical Care, Healthcare, Healthcare Management, Management, Medical Education, Clinical Research, Pediatrics
Education
St. George's University 2002 — 2006
Doctor of Medicine (M.D.)
Boston University - School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University School of Medicine 1998 — 2001
Master's Degree, Medical Clinical Sciences/Graduate Medical Studies
Boston University 1993 — 1997
Bachelor's Degree, Biochemistry and Molecular Biology
Lissa B (Iverson) Potts's FleetBoston Financial Experience 2001 - 2003
Job Consultant at ParkertorresInc
Industry Financial Services
Experience
ParkertorresInc May 2013 - Present
BVP Inc. (Commercial Real Estate Management and Development) 2003 - Present
FLEETBOSTON FINANCIAL 2001 - 2003
FLEETBOSTON FINANCIAL 1999 - 2001
BankBoston 1998 - 1999
BANKBOSTON CORPORATION 1995 - 1998
RECOLL MANAGEMENT CORPORATION 1991 - 1995
BANK OF NEW ENGLAND 1983 - 1991
Skills
Strategic Planning, Bilingual, Risk Management, Risk Assessment, Financial Risk, Mergers & Acquisitions, Reporting & Analysis, Financial Services, Project Management, Loss Prevention, Fraud Detection, Process Improvement, Management Consulting, Internal Audit, Performance Auditing, Team Leadership, Leadership Development, Supervisory Experience, Commercial Banking, Commercial Real Estate, Corporate Fraud, Presenting to Senior..., Performance Reporting, Diversity Training, Cultural Diversity, College Recruiting, Volunteer Recruiting, Cross-functional Team..., Consumer Lending, Retail Banking, Quality Assurance, Operational Risk..., Accounting, Integration, Banking, Public Speaking
Education
Boston College - Carroll School of Management 1979 — 1983
Bachelor of Science (BS), Accounting
ParkertorresInc May 2013 - Present
BVP Inc. (Commercial Real Estate Management and Development) 2003 - Present
FLEETBOSTON FINANCIAL 2001 - 2003
FLEETBOSTON FINANCIAL 1999 - 2001
BankBoston 1998 - 1999
BANKBOSTON CORPORATION 1995 - 1998
RECOLL MANAGEMENT CORPORATION 1991 - 1995
BANK OF NEW ENGLAND 1983 - 1991
Skills
Strategic Planning, Bilingual, Risk Management, Risk Assessment, Financial Risk, Mergers & Acquisitions, Reporting & Analysis, Financial Services, Project Management, Loss Prevention, Fraud Detection, Process Improvement, Management Consulting, Internal Audit, Performance Auditing, Team Leadership, Leadership Development, Supervisory Experience, Commercial Banking, Commercial Real Estate, Corporate Fraud, Presenting to Senior..., Performance Reporting, Diversity Training, Cultural Diversity, College Recruiting, Volunteer Recruiting, Cross-functional Team..., Consumer Lending, Retail Banking, Quality Assurance, Operational Risk..., Accounting, Integration, Banking, Public Speaking
Education
Boston College - Carroll School of Management 1979 — 1983
Bachelor of Science (BS), Accounting
Denise Legros Denise Legros's FleetBoston Financial Experience January 1997 - January 1999
Job Former Financial System Support Team member at Bank of America
Industry Banking
Experience
Bank of America April 2013 - February 2015
Bank of America July 2012 - March 2013
Bank of America March 2011 - June 2012
Bank of America January 2004 - March 2011
Fleet January 2000 - January 2004
Citizens Bank January 1999 - January 2000
FleetBoston Financial January 1997 - January 1999
FleetBoston Financial January 1993 - January 1997
Fleet January 1990 - January 1993
Skills
Accounting, Banking, Financial Analysis, Financial Reporting, Risk Management, Strategic Financial..., Process Improvement, Account Reconciliation, Business Analysis, Financial Accounting, Internal Controls, Change Management, Project Management, Governance, Integration, Software Documentation, Financial Risk, Analysis, Cash Management, Management, Business Process..., Finance
Education
Community College of Rhode Island 1997 — 2000
Associates, General Business
Bishop Keough Regional High School 1976 — 1980
Diploma, Business Administration and Management, General
st edwards
Bank of America April 2013 - February 2015
Bank of America July 2012 - March 2013
Bank of America March 2011 - June 2012
Bank of America January 2004 - March 2011
Fleet January 2000 - January 2004
Citizens Bank January 1999 - January 2000
FleetBoston Financial January 1997 - January 1999
FleetBoston Financial January 1993 - January 1997
Fleet January 1990 - January 1993
Skills
Accounting, Banking, Financial Analysis, Financial Reporting, Risk Management, Strategic Financial..., Process Improvement, Account Reconciliation, Business Analysis, Financial Accounting, Internal Controls, Change Management, Project Management, Governance, Integration, Software Documentation, Financial Risk, Analysis, Cash Management, Management, Business Process..., Finance
Education
Community College of Rhode Island 1997 — 2000
Associates, General Business
Bishop Keough Regional High School 1976 — 1980
Diploma, Business Administration and Management, General
st edwards
James Giudice James Giudice's FleetBoston Financial Experience August 2000 - June 2004
Job Accounting Professional
Industry Banking
Experience
RBS Citizens March 2013 - Present
Peoples Credit Union July 2009 - September 2012
Bank Rhode Island March 2005 - July 2009
FleetBoston Financial August 2000 - June 2004
FleetBoston Financial February 1995 - August 2000
FleetBoston Financial June 1992 - February 1995
Skills
Accounting, Financial Reporting, Excel, Banking, Financial Analysis, Budgeting, General Ledger, Auditing, Budgets, Variance Analysis, Microsoft Excel, Forecasting, Time Management, Financial Statements, Management, Executive Management, Managerial Finance, Financial Forecasting, Credit Analysis, Leadership, Corporate Finance, Cash Management, Process Improvement, Payroll, Finance, Analysis, Account Reconciliation
Education
Bryant University 1988 — 2004
B.S.
RBS Citizens March 2013 - Present
Peoples Credit Union July 2009 - September 2012
Bank Rhode Island March 2005 - July 2009
FleetBoston Financial August 2000 - June 2004
FleetBoston Financial February 1995 - August 2000
FleetBoston Financial June 1992 - February 1995
Skills
Accounting, Financial Reporting, Excel, Banking, Financial Analysis, Budgeting, General Ledger, Auditing, Budgets, Variance Analysis, Microsoft Excel, Forecasting, Time Management, Financial Statements, Management, Executive Management, Managerial Finance, Financial Forecasting, Credit Analysis, Leadership, Corporate Finance, Cash Management, Process Improvement, Payroll, Finance, Analysis, Account Reconciliation
Education
Bryant University 1988 — 2004
B.S.
Brenda Cross-Sanchez Brenda Cross-Sanchez's FleetBoston Financial Experience September 1999 - November 2001
Job Vice President, Development and Communication at The Possible Project
Industry Nonprofit Organization Management
Experience
Wentworth Institute of Technology June 2008 - June 2013
Wentworth Institute of Technology November 2006 - June 2008
Massachusetts Institute of Technology (MIT) December 2001 - November 2006
FleetBoston Financial September 1999 - November 2001
Fleet Boston Financial September 1997 - September 1999
Skills
Editing, Alumni Relations, Community Outreach, Program Development, Non-profits, Leadership, Fundraising, Microsoft Excel, Volunteer Management, Strategic Planning, Marketing Communications, Stewardship, Project Planning, Higher Education, Public Speaking, Event Planning, Teaching, Philanthropy, Management, Annual Giving, Leadership Development, Customer Service, Nonprofits, Research, Student Affairs, Proposal Writing, Staff Development, Event Management
Education
Cornell University 2011 — 2011
Certificate, Marketing Strategy for Business Leaders
Babson College
Certificate, Women's Strategic Leadership
Northeastern University
Bachelor of Business Administration (BBA)
Wentworth Institute of Technology June 2008 - June 2013
Wentworth Institute of Technology November 2006 - June 2008
Massachusetts Institute of Technology (MIT) December 2001 - November 2006
FleetBoston Financial September 1999 - November 2001
Fleet Boston Financial September 1997 - September 1999
Skills
Editing, Alumni Relations, Community Outreach, Program Development, Non-profits, Leadership, Fundraising, Microsoft Excel, Volunteer Management, Strategic Planning, Marketing Communications, Stewardship, Project Planning, Higher Education, Public Speaking, Event Planning, Teaching, Philanthropy, Management, Annual Giving, Leadership Development, Customer Service, Nonprofits, Research, Student Affairs, Proposal Writing, Staff Development, Event Management
Education
Cornell University 2011 — 2011
Certificate, Marketing Strategy for Business Leaders
Babson College
Certificate, Women's Strategic Leadership
Northeastern University
Bachelor of Business Administration (BBA)
Robert Olivier's FleetBoston Financial Experience 2000 - 2004
Job
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
Fidelity Investments March 2007 - April 2009
Fidelity/Veritude 2006 - 2007
Bank of America January 2005 - August 2005
FleetBoston Financial 2000 - 2004
Chase Manhattan Mortgage 1998 - 2000
American Christian Press 1984 - 1997
Education
Brown University 1978 — 1984
BA, English
Phillips Academy, Andover 1968 — 1972
Way College of Emporia
Bachelors of Theology, Biblical research, practical ministry
Fidelity Investments April 2009 - Present
Fidelity Investments March 2007 - April 2009
Fidelity/Veritude 2006 - 2007
Bank of America January 2005 - August 2005
FleetBoston Financial 2000 - 2004
Chase Manhattan Mortgage 1998 - 2000
American Christian Press 1984 - 1997
Education
Brown University 1978 — 1984
BA, English
Phillips Academy, Andover 1968 — 1972
Way College of Emporia
Bachelors of Theology, Biblical research, practical ministry
Steven Monaco's FleetBoston Financial Experience March 1999 - April 2004
Job Global Finance Operations Executive at Bank of America
Industry Banking
Experience
Bank of America October 2009 - Present
Bank of America April 2004 - October 2009
FleetBoston Financial March 1999 - April 2004
BankBoston 1997 - March 1999
Fidelity Investments 1995 - 1997
Bank of Boston 1994 - 1995
Bank of Boston January 1991 - 1994
Bankof New England August 1988 - January 1991
Skills
Finance, Accounting, Banking, Financial Analysis, Risk Management, Financial Services, Financial Modeling, Financial Risk, Corporate Finance, Strategic Financial..., Process Improvement, Change Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1998
Masters, Finance
Penn State University 1984 — 1988
Bachelors, Finance & Economics
Bank of America October 2009 - Present
Bank of America April 2004 - October 2009
FleetBoston Financial March 1999 - April 2004
BankBoston 1997 - March 1999
Fidelity Investments 1995 - 1997
Bank of Boston 1994 - 1995
Bank of Boston January 1991 - 1994
Bankof New England August 1988 - January 1991
Skills
Finance, Accounting, Banking, Financial Analysis, Risk Management, Financial Services, Financial Modeling, Financial Risk, Corporate Finance, Strategic Financial..., Process Improvement, Change Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1998
Masters, Finance
Penn State University 1984 — 1988
Bachelors, Finance & Economics
Michael Gorfin's FleetBoston Financial Experience July 2003 - June 2004
Job Vice President of Business Development at Provant Health Solutions
Industry Insurance
Experience
Provant Health Solutions January 2013 - Present
Worksite Wellness Council of Massachusetts December 2013 - Present
Aetna Student Health January 2012 - January 2013
Arthur J. Gallagher & Co. December 2007 - January 2012
Skyhawks Sports Academy June 2004 - December 2007
FleetBoston Financial July 2003 - June 2004
IBM May 2002 - September 2002
Skills
Sales Management, Strategic Sales Plans, Insurance, Building Relationships, Leading Positive Change, Forecasting, Business Networking, Sales Presentations, Salesforce.com, Sales Operations, Direct Sales, Marketing Strategy, Process Improvement, Relationship Management, Financial Analysis, Account Management, Budgets, Finance, Microsoft Excel, Sales, Strategic Planning, Team Building, Customer Service, Marketing, Leadership, New Business Development, Training, Social Networking, Program Management, Management, Strategy
Education
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Finance
Provant Health Solutions January 2013 - Present
Worksite Wellness Council of Massachusetts December 2013 - Present
Aetna Student Health January 2012 - January 2013
Arthur J. Gallagher & Co. December 2007 - January 2012
Skyhawks Sports Academy June 2004 - December 2007
FleetBoston Financial July 2003 - June 2004
IBM May 2002 - September 2002
Skills
Sales Management, Strategic Sales Plans, Insurance, Building Relationships, Leading Positive Change, Forecasting, Business Networking, Sales Presentations, Salesforce.com, Sales Operations, Direct Sales, Marketing Strategy, Process Improvement, Relationship Management, Financial Analysis, Account Management, Budgets, Finance, Microsoft Excel, Sales, Strategic Planning, Team Building, Customer Service, Marketing, Leadership, New Business Development, Training, Social Networking, Program Management, Management, Strategy
Education
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Finance
Marilia Diaz's FleetBoston Financial Experience 1999 - 2004
Job Manager, Learning & Development Latin America at Tiffany & Co.
Industry Apparel & Fashion
Experience
Tiffany & Co. July 2011 - Present
Perry Ellis International February 2005 - June 2011
FleetBoston Financial 1999 - 2004
Gillette 1997 - 1999
Skills
Succession Planning, Marketing, Training, Talent Management, Recruiting, Leadership, Organizational..., Human Resources, Employee Relations, Retail, Workshop Facilitation, Staff Development, Management, Performance Management, Policy, Talent Acquisition
Education
Gemological Institute of America-New York 2012 — 2015
Graduate Gemologist
Boston University Questrom School of Business 1990 — 1994
BSBA
Robinson School 1986 — 1990
Tiffany & Co. July 2011 - Present
Perry Ellis International February 2005 - June 2011
FleetBoston Financial 1999 - 2004
Gillette 1997 - 1999
Skills
Succession Planning, Marketing, Training, Talent Management, Recruiting, Leadership, Organizational..., Human Resources, Employee Relations, Retail, Workshop Facilitation, Staff Development, Management, Performance Management, Policy, Talent Acquisition
Education
Gemological Institute of America-New York 2012 — 2015
Graduate Gemologist
Boston University Questrom School of Business 1990 — 1994
BSBA
Robinson School 1986 — 1990
Robb Aumiller's FleetBoston Financial Experience 2000 - 2001
Job Real Estate Development, Acquisitions and Sales
Industry Real Estate
Experience
MacKenzie Communities, LLC July 2007 - Present
Sawyer Realty Holdings LLC June 2003 - July 2007
The ConAm Group of Companies 2001 - 2003
FleetBoston Financial 2000 - 2001
Skills
Residential Land..., Real Estate Development, Due Diligence, Real Estate, Disposition, Real Estate Economics, Apartment Acquisitions, Apartment Asset..., Real Estate Financing, Investments, Commercial Real Estate, Real Estate Transactions, Asset Managment, Apartments, Zoning, Asset Management, Brokerage, Location Intelligence, Residential Homes, Leases, Entitlements, Loans, Corporate Real Estate, Acquisitions, Tenant Representation, Property Management, Landlords, Tenant, Investment Properties, Lease Negotiations, Dispositions
Education
Boston College 1995 — 1999
Bachelor of Science (BS), Finance
Loyola Blakefield 1991 — 1995
MacKenzie Communities, LLC July 2007 - Present
Sawyer Realty Holdings LLC June 2003 - July 2007
The ConAm Group of Companies 2001 - 2003
FleetBoston Financial 2000 - 2001
Skills
Residential Land..., Real Estate Development, Due Diligence, Real Estate, Disposition, Real Estate Economics, Apartment Acquisitions, Apartment Asset..., Real Estate Financing, Investments, Commercial Real Estate, Real Estate Transactions, Asset Managment, Apartments, Zoning, Asset Management, Brokerage, Location Intelligence, Residential Homes, Leases, Entitlements, Loans, Corporate Real Estate, Acquisitions, Tenant Representation, Property Management, Landlords, Tenant, Investment Properties, Lease Negotiations, Dispositions
Education
Boston College 1995 — 1999
Bachelor of Science (BS), Finance
Loyola Blakefield 1991 — 1995
Beth Di Nicola's FleetBoston Financial Experience 1999 - 2000
Job Coach and Owner, Brilliant Star Coaching
Industry Professional Training & Coaching
Experience
Brilliant Star Coaching 2006 - Present
FleetBoston Financial 1999 - 2000
BankBoston 1996 - 1999
BayBank 1981 - 1996
Education
Coach U 2006 — 2008
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Marketing
Brandeis University
B.A., Comparative Literature
Brilliant Star Coaching 2006 - Present
FleetBoston Financial 1999 - 2000
BankBoston 1996 - 1999
BayBank 1981 - 1996
Education
Coach U 2006 — 2008
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Marketing
Brandeis University
B.A., Comparative Literature
Steven Hoyt Steven Hoyt's FleetBoston Financial Experience 1986 - 2004
Job Regional Director, Facility Management at JLL
Industry Commercial Real Estate
Experience
Johnson Controls, Inc. April 2011 - October 2014
CB Richard Ellis December 2007 - March 2011
CB Richard Ellis June 2004 - November 2007
FleetBoston Financial 1986 - 2004
Skills
Contract Negotiation, Facilities Management, Corporate Real Estate, Property Management, Project Planning, Management, Project Management, Operations Management, Vendor Management, Engineering, Budgets, Contract Management, CRM, Real Estate Development, Leadership, Program Management, Team Building, Sustainability, Retail, Procurement, Construction, Customer Satisfaction, Commercial Real Estate, Value Engineering, Real Estate Transactions, Feasibility Studies, Energy Management, Construction Management, Strategic Planning, Team Leadership, Financial Analysis, Asset Managment, Due Diligence, Real Estate, HVAC, Facilities Operations, Building Automation, Asset Management
Education
Central Connecticut State University
BS, Management
Johnson Controls, Inc. April 2011 - October 2014
CB Richard Ellis December 2007 - March 2011
CB Richard Ellis June 2004 - November 2007
FleetBoston Financial 1986 - 2004
Skills
Contract Negotiation, Facilities Management, Corporate Real Estate, Property Management, Project Planning, Management, Project Management, Operations Management, Vendor Management, Engineering, Budgets, Contract Management, CRM, Real Estate Development, Leadership, Program Management, Team Building, Sustainability, Retail, Procurement, Construction, Customer Satisfaction, Commercial Real Estate, Value Engineering, Real Estate Transactions, Feasibility Studies, Energy Management, Construction Management, Strategic Planning, Team Leadership, Financial Analysis, Asset Managment, Due Diligence, Real Estate, HVAC, Facilities Operations, Building Automation, Asset Management
Education
Central Connecticut State University
BS, Management
Jim Reulbach Jim Reulbach's FleetBoston Financial Experience 1997 - 1999
Job Managing Director, US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management September 2008 - Present
Bank of America April 2004 - September 2008
FleetBoston Financial 1997 - 1999
BankBoston 1990 - 1993
Wang Laboratories 1988 - 1990
Yankee Bank February 1986 - November 1987
Yankee Bank 1986 - 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Financial Services, Fixed Income, Investments, Portfolio Management, Process Improvement, Risk Management, Wealth Management, Wealth Management..., Financial Analysis, Hedge Funds, Management, Mutual Funds
Education
Babson College 1982 — 1984
Master of Business Administration (MBA), Finance
Providence College 1974 — 1977
Bachelor of Science (B.S.), Accounting
University of Massachusetts, Amherst 1972 — 1973
U.S. Trust, Bank of America Private Wealth Management September 2008 - Present
Bank of America April 2004 - September 2008
FleetBoston Financial 1997 - 1999
BankBoston 1990 - 1993
Wang Laboratories 1988 - 1990
Yankee Bank February 1986 - November 1987
Yankee Bank 1986 - 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Financial Services, Fixed Income, Investments, Portfolio Management, Process Improvement, Risk Management, Wealth Management, Wealth Management..., Financial Analysis, Hedge Funds, Management, Mutual Funds
Education
Babson College 1982 — 1984
Master of Business Administration (MBA), Finance
Providence College 1974 — 1977
Bachelor of Science (B.S.), Accounting
University of Massachusetts, Amherst 1972 — 1973
Susan Abraham's FleetBoston Financial Experience September 2001 - January 2004
Job Product Development/Management & Business Strategy
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Bank of America January 2004 - May 2009
FleetBoston Financial September 2001 - January 2004
Viant April 2000 - December 2000
Darwin Partners May 1999 - April 2000
Accenture September 1993 - May 1999
Skills
Change Management, Project Management, Positioning, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investments, Financial Services, Relationship Management, Equities, Product Development, Separately Managed..., Fixed Income, Strategic Sales..., Program Development, Asset Management, ETFs, Strategy, Commercial Banking
Education
Boston University Questrom School of Business 2000 — 2004
MBA, Business Management
Tufts University 1989 — 1993
Bachelors, Psychology, Business
Fidelity Investments September 2009 - Present
Bank of America January 2004 - May 2009
FleetBoston Financial September 2001 - January 2004
Viant April 2000 - December 2000
Darwin Partners May 1999 - April 2000
Accenture September 1993 - May 1999
Skills
Change Management, Project Management, Positioning, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investments, Financial Services, Relationship Management, Equities, Product Development, Separately Managed..., Fixed Income, Strategic Sales..., Program Development, Asset Management, ETFs, Strategy, Commercial Banking
Education
Boston University Questrom School of Business 2000 — 2004
MBA, Business Management
Tufts University 1989 — 1993
Bachelors, Psychology, Business
David R. Tremblay's FleetBoston Financial Experience 1990 - 2004
Job SVP, Executive Client Development Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2004 - Present
FleetBoston Financial 1990 - 2004
Education
Babson College 1982 — 1986
Bank of America Merrill Lynch 2004 - Present
FleetBoston Financial 1990 - 2004
Education
Babson College 1982 — 1986
Emily Gindel's FleetBoston Financial Experience January 2001 - May 2004
Job Manager, Database Administration & Reporting at Signature Healthcare, Brockton Ma
Industry Hospital & Health Care
Experience
Signature Healthcare, Brockton Ma March 2014 - Present
Signature Healthcare, Brockton MA September 2012 - March 2014
Massachusetts Technology Collaborative September 2011 - September 2012
Massachusetts Technology Collaborative July 2011 - September 2011
Citizens Financial Group August 2007 - March 2009
Columbia Management April 2006 - July 2007
Bank of America Merrill Lynch July 2004 - April 2006
Foster Dykema Cabot March 2003 - July 2004
FleetBoston Financial January 2001 - May 2004
BankBoston October 1997 - April 2000
Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking
Education
Bay Path College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
Signature Healthcare, Brockton Ma March 2014 - Present
Signature Healthcare, Brockton MA September 2012 - March 2014
Massachusetts Technology Collaborative September 2011 - September 2012
Massachusetts Technology Collaborative July 2011 - September 2011
Citizens Financial Group August 2007 - March 2009
Columbia Management April 2006 - July 2007
Bank of America Merrill Lynch July 2004 - April 2006
Foster Dykema Cabot March 2003 - July 2004
FleetBoston Financial January 2001 - May 2004
BankBoston October 1997 - April 2000
Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking
Education
Bay Path College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
Dan Wagner's FleetBoston Financial Experience September 2002 - December 2004
Job Director, Digital Experience and eCommerce at Tempur Sealy International
Industry Retail
Experience
Tempur Sealy International July 2015 - Present
Tempur Sealy International September 2014 - July 2015
Best Buy October 2013 - September 2014
Best Buy February 2013 - October 2013
Best Buy January 2012 - February 2013
Bank of America March 2009 - January 2012
Bank of America July 2006 - March 2009
Bank of America December 2004 - July 2006
FleetBoston Financial September 2002 - December 2004
FleetBoston Financial March 2001 - September 2002
Skills
Product Management
Education
Babson College 1995 — 1999
B.S. Business Administration
New Trier High School - Winnetka, IL 1991 — 1995
Tempur Sealy International July 2015 - Present
Tempur Sealy International September 2014 - July 2015
Best Buy October 2013 - September 2014
Best Buy February 2013 - October 2013
Best Buy January 2012 - February 2013
Bank of America March 2009 - January 2012
Bank of America July 2006 - March 2009
Bank of America December 2004 - July 2006
FleetBoston Financial September 2002 - December 2004
FleetBoston Financial March 2001 - September 2002
Skills
Product Management
Education
Babson College 1995 — 1999
B.S. Business Administration
New Trier High School - Winnetka, IL 1991 — 1995
Mark Wilcox's FleetBoston Financial Experience January 1998 - August 2000
Job
Industry Financial Services
Experience
Penser Consulting 2015 - Present
Highledge LLC 2015 - Present
EY June 2011 - December 2014
Bank of America August 2008 - May 2011
Bank of America January 2006 - August 2008
Bank of America January 2003 - January 2006
Progress Investment Management September 2002 - January 2003
Robertson Stephens 2000 - 2002
FleetBoston Financial January 1998 - August 2000
EurekaBank April 1994 - December 1997
Skills
Strategy, Financial Services, Mergers & Acquisitions, Due Diligence, Mergers, Valuation, Corporate Development, Acquisitions, Banking, Finance, Business Development, Business Strategy, Financial Analysis, Cross-functional Team..., Investment Banking, Leadership, Product Management, Program Management, Executive Management, Management, Credit Cards, Acquisition Integration, Financial Modeling, Managerial Finance, Corporate Finance, Private Equity, Portfolio Management, Risk Management, Loans, Alternative Investments, Financial Management, Contract Negotiations, Payments, Strategy Development, Divestitures
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
Middlebury College 1983 — 1986
BA
Dartmouth College 1984 — 1984
Choate Rosemary Hall 1978 — 1982
Penser Consulting 2015 - Present
Highledge LLC 2015 - Present
EY June 2011 - December 2014
Bank of America August 2008 - May 2011
Bank of America January 2006 - August 2008
Bank of America January 2003 - January 2006
Progress Investment Management September 2002 - January 2003
Robertson Stephens 2000 - 2002
FleetBoston Financial January 1998 - August 2000
EurekaBank April 1994 - December 1997
Skills
Strategy, Financial Services, Mergers & Acquisitions, Due Diligence, Mergers, Valuation, Corporate Development, Acquisitions, Banking, Finance, Business Development, Business Strategy, Financial Analysis, Cross-functional Team..., Investment Banking, Leadership, Product Management, Program Management, Executive Management, Management, Credit Cards, Acquisition Integration, Financial Modeling, Managerial Finance, Corporate Finance, Private Equity, Portfolio Management, Risk Management, Loans, Alternative Investments, Financial Management, Contract Negotiations, Payments, Strategy Development, Divestitures
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
Middlebury College 1983 — 1986
BA
Dartmouth College 1984 — 1984
Choate Rosemary Hall 1978 — 1982
Paul Feloney's FleetBoston Financial Experience 2000 - 2004
Job Senior Vice President & Team Leader at RBS Citizens
Industry Banking
Experience
RBS Citizens January 2010 - Present
NewStar Financial September 2004 - December 2009
FleetBoston Financial 2000 - 2004
BankBoston 1990 - 2000
Skills
Asset Based Lending, Leveraged Finance, Senior Debt Underwriting, Portfolio Management, Debt Restructuring, Credit Analysis, Due Diligence, Financial Analysis, LBO, Private Equity, Banking, Commercial Banking, Commercial Lending, Risk Management, Credit Risk, Management, Structured Finance, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), Economics
RBS Citizens January 2010 - Present
NewStar Financial September 2004 - December 2009
FleetBoston Financial 2000 - 2004
BankBoston 1990 - 2000
Skills
Asset Based Lending, Leveraged Finance, Senior Debt Underwriting, Portfolio Management, Debt Restructuring, Credit Analysis, Due Diligence, Financial Analysis, LBO, Private Equity, Banking, Commercial Banking, Commercial Lending, Risk Management, Credit Risk, Management, Structured Finance, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), Economics
Jennifer Parkhurst Jennifer Parkhurst's FleetBoston Financial Experience January 1997 - December 2000
Job Regional HR Manager at Fidelity Investments and Immediate Past President, Bryant University Alumni Association
Industry Human Resources
Experience
Fidelity Investments December 2000 - Present
FleetBoston Financial January 1997 - December 2000
Saybrook Point Inn and Spa January 1995 - December 2000
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Employee Relations, Sourcing, Human Resources, HR Consulting, Onboarding, Talent Management, Succession Planning, Employee Benefits, Performance Management, Employee Engagement, PeopleSoft, Organizational..., Career Development, Cold Calling
Education
Bryant University 2002 — 2006
MBA, Management
Bryant University 1993 — 1997
BSBA, Management
Fidelity Investments December 2000 - Present
FleetBoston Financial January 1997 - December 2000
Saybrook Point Inn and Spa January 1995 - December 2000
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Employee Relations, Sourcing, Human Resources, HR Consulting, Onboarding, Talent Management, Succession Planning, Employee Benefits, Performance Management, Employee Engagement, PeopleSoft, Organizational..., Career Development, Cold Calling
Education
Bryant University 2002 — 2006
MBA, Management
Bryant University 1993 — 1997
BSBA, Management
Sarah Mannix Sarah Mannix's FleetBoston Financial Experience September 1998 - October 2004
Job Chief Technology Officer, EVP at BOKF Corporation
Industry Information Technology and Services
Experience
Bank of Oklahoma July 2011 - Present
Bank of Oklahoma February 2007 - July 2011
FleetBoston Financial September 1998 - October 2004
FleetBoston Financial July 1986 - September 1998
Skills
Vendor Management, Strategic Planning, Organizational..., Banking, Business Case, Process Improvement, Business Analysis, SDLC, Program Management, Risk Management, Change Management, Financial Services, Business Continuity, IT Management, Executive Management, Project Management, Project Portfolio..., Management, ITIL, Mergers, Leadership, IT Operations, Retail Banking, Contract Negotiation, Operations Management, Cross-functional Team..., Call Centers, Business Process..., CRM, Business Strategy
Education
Bridgewater State University 2005 — 2006
Bachelors
Holyoke Community College 1980 — 1982
Associates
Bank of Oklahoma July 2011 - Present
Bank of Oklahoma February 2007 - July 2011
FleetBoston Financial September 1998 - October 2004
FleetBoston Financial July 1986 - September 1998
Skills
Vendor Management, Strategic Planning, Organizational..., Banking, Business Case, Process Improvement, Business Analysis, SDLC, Program Management, Risk Management, Change Management, Financial Services, Business Continuity, IT Management, Executive Management, Project Management, Project Portfolio..., Management, ITIL, Mergers, Leadership, IT Operations, Retail Banking, Contract Negotiation, Operations Management, Cross-functional Team..., Call Centers, Business Process..., CRM, Business Strategy
Education
Bridgewater State University 2005 — 2006
Bachelors
Holyoke Community College 1980 — 1982
Associates
Hugh Munoz's FleetBoston Financial Experience 2002 - 2004
Job
Industry Internet
Experience
Ameriprise Financial 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2002 - 2004
Liberty Financial Companies 1998 - 2001
Colonial Management 1994 - 1997
Meredith & Associates 1992 - 1994
The Beal Companies 1991 - 1992
Commonwealth of Massachusetts 1987 - 1990
WBUR 1983 - 1987
Skills
E-commerce, Financial Services, Vendor Management, Business Analysis, Leadership, Marketing, Asset Management, Program Management, SDLC, Salesforce.com, Strategy, Process Improvement, Asset Managment, CRM, Project Management, Risk Management, Visio, SharePoint, Mutual Funds, Relationship Management, Salesforce.com...
Education
Boston University
Emerson College 1977 — 1981
BS
Ameriprise Financial 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2002 - 2004
Liberty Financial Companies 1998 - 2001
Colonial Management 1994 - 1997
Meredith & Associates 1992 - 1994
The Beal Companies 1991 - 1992
Commonwealth of Massachusetts 1987 - 1990
WBUR 1983 - 1987
Skills
E-commerce, Financial Services, Vendor Management, Business Analysis, Leadership, Marketing, Asset Management, Program Management, SDLC, Salesforce.com, Strategy, Process Improvement, Asset Managment, CRM, Project Management, Risk Management, Visio, SharePoint, Mutual Funds, Relationship Management, Salesforce.com...
Education
Boston University
Emerson College 1977 — 1981
BS
Richard Sirull Richard Sirull's FleetBoston Financial Experience 1999 - 2004
Job IS Business Analyst at CVS Caremark Corporation
Industry Health, Wellness and Fitness
Experience
CVS Caremark Corporation March 2010 - Present
Capital One Financial January 2006 - November 2009
Bank Of America 2004 - 2005
FleetBoston Financial 1999 - 2004
BankBoston 1997 - 1999
Education
Binghamton University 1974 — 1978
B.A.
CVS Caremark Corporation March 2010 - Present
Capital One Financial January 2006 - November 2009
Bank Of America 2004 - 2005
FleetBoston Financial 1999 - 2004
BankBoston 1997 - 1999
Education
Binghamton University 1974 — 1978
B.A.
Mark Cautela's FleetBoston Financial Experience December 2001 - March 2003
Job Director, Corporate Communications & Social Media Listening at Staples
Industry Public Relations and Communications
Experience
Staples March 2015 - Present
Staples September 2013 - February 2015
Staples March 2011 - August 2013
Staples February 2010 - February 2011
Regan Communications Group February 2007 - February 2010
The Heights, Inc. 2003 - 2008
Schwartz Communications December 2005 - January 2007
Petry Media Corporation April 2003 - December 2005
FleetBoston Financial December 2001 - March 2003
ESPN June 1999 - May 2001
Skills
Crisis Communications, Advertising, Blogging, Brand Management, Broadcast, Content Development, Copy Editing, Corporate Communications, Digital Media, Editing, Leadership, Marketing, Marketing Communications, Media Relations, Press Releases, Public Relations, Public Speaking, Social Media, Social Media Marketing, Speech Writing, Strategic Communications, Strategy, Event Management, Internal Communications, Sponsorship
Education
Boston College 1995 — 1999
Bachelor's of Arts, Communications & English (Double Major)
Lincoln-Sudbury 1991 — 1995
Curtis Middle School 1988 — 1991
Staples March 2015 - Present
Staples September 2013 - February 2015
Staples March 2011 - August 2013
Staples February 2010 - February 2011
Regan Communications Group February 2007 - February 2010
The Heights, Inc. 2003 - 2008
Schwartz Communications December 2005 - January 2007
Petry Media Corporation April 2003 - December 2005
FleetBoston Financial December 2001 - March 2003
ESPN June 1999 - May 2001
Skills
Crisis Communications, Advertising, Blogging, Brand Management, Broadcast, Content Development, Copy Editing, Corporate Communications, Digital Media, Editing, Leadership, Marketing, Marketing Communications, Media Relations, Press Releases, Public Relations, Public Speaking, Social Media, Social Media Marketing, Speech Writing, Strategic Communications, Strategy, Event Management, Internal Communications, Sponsorship
Education
Boston College 1995 — 1999
Bachelor's of Arts, Communications & English (Double Major)
Lincoln-Sudbury 1991 — 1995
Curtis Middle School 1988 — 1991
Jermaine Funchus Jermaine Funchus's FleetBoston Financial Experience December 2002 - February 2005
Job Principal Associate at Capital One
Industry Banking
Experience
Capital One November 2013 - Present
Fowler & Company November 2012 - October 2013
ChildFund International 2010 - 2012
Citizens Bank 2005 - 2009
FleetBoston Financial December 2002 - February 2005
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Banking, Finance, Financial Accounting, Financial Reporting, Internal Audit, Internal Controls, Management, Financial Risk
Education
Bryant University 1998 — 2002
Bachelor of Science (BS), Accounting
Capital One November 2013 - Present
Fowler & Company November 2012 - October 2013
ChildFund International 2010 - 2012
Citizens Bank 2005 - 2009
FleetBoston Financial December 2002 - February 2005
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Banking, Finance, Financial Accounting, Financial Reporting, Internal Audit, Internal Controls, Management, Financial Risk
Education
Bryant University 1998 — 2002
Bachelor of Science (BS), Accounting
Michelle Avalos Michelle Avalos's FleetBoston Financial Experience October 2000 - November 2001
Job Teller at Citizens Bank
Industry Banking
Experience
Citizens Bank June 2014 - Present
GC Services August 2013 - February 2014
United States Army August 2008 - March 2012
Ridgewood Savings Bank May 2007 - January 2008
Securitas Security Services USA, Inc. April 2005 - May 2007
Boston Children's Hospital January 2004 - December 2004
Fleetboston Financial October 2000 - November 2001
Federal Reserve Bank of Boston June 1999 - June 2000
Skills
Military Experience, DoD, Multi-line Phone, Customer Service, Customer Support, Healthcare, Security, Clerical Work, Retail Banking, Receptionist Duties
Education
Central Texas College
Citizens Bank June 2014 - Present
GC Services August 2013 - February 2014
United States Army August 2008 - March 2012
Ridgewood Savings Bank May 2007 - January 2008
Securitas Security Services USA, Inc. April 2005 - May 2007
Boston Children's Hospital January 2004 - December 2004
Fleetboston Financial October 2000 - November 2001
Federal Reserve Bank of Boston June 1999 - June 2000
Skills
Military Experience, DoD, Multi-line Phone, Customer Service, Customer Support, Healthcare, Security, Clerical Work, Retail Banking, Receptionist Duties
Education
Central Texas College
Ken Toomajian's FleetBoston Financial Experience 1991 - 2001
Job Retail Banking Branch Manager Actively Seeking New Opportunity in Retail Banking
Industry Banking
Experience
East Boston Savings Bank 2001 - 2014
FleetBoston Financial 1991 - 2001
Skills
Retail Banking, Consumer Lending, Credit, Loans, Banking, Commercial Banking, Customer Service, Portfolio Management, Commercial Lending, Mortgage Lending
Education
Bentley College
Bachelor's Degree, Business Administration and Management, General
East Boston Savings Bank 2001 - 2014
FleetBoston Financial 1991 - 2001
Skills
Retail Banking, Consumer Lending, Credit, Loans, Banking, Commercial Banking, Customer Service, Portfolio Management, Commercial Lending, Mortgage Lending
Education
Bentley College
Bachelor's Degree, Business Administration and Management, General
Mahesh Bhati, MBA Mahesh Bhati, MBA's FleetBoston Financial Experience January 2001 - June 2004
Job Capital Market Professional at New York, NY
Industry Banking
Experience
Citi September 2015 - Present
TIAA-CREF 2013 - September 2015
Citi January 2007 - February 2012
Citi June 2004 - January 2007
FleetBoston Financial January 2001 - June 2004
Skills
Capital Markets, Finance, Fixed Income, Derivatives, Asset Management, Bloomberg, FX Options, Equities, Investment Banking, Swaps, Credit Risk, Forecasting, Counterparty Risk, Budgets, Financial Risk, Hedging, Trading, Options, Credit Derivatives, Hedge Funds, Essbase, CDS, Emerging Markets, Structured Finance, Banking, Credit, Quantitative Finance, Currency, Rates, Interest Rate..., Equity Derivatives, Capital IQ, P&L Analysis, Expense Management, Revenue Analysis, PeopleSoft, Mergers, Trading Systems, Securities, Treasury, Bonds, Electronic Trading, Foreign Exchange, Balance Sheet, Credit Analysis, Data Analysis, Project Management, Budgeting, Business Obects, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Banking and Finance
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Citi September 2015 - Present
TIAA-CREF 2013 - September 2015
Citi January 2007 - February 2012
Citi June 2004 - January 2007
FleetBoston Financial January 2001 - June 2004
Skills
Capital Markets, Finance, Fixed Income, Derivatives, Asset Management, Bloomberg, FX Options, Equities, Investment Banking, Swaps, Credit Risk, Forecasting, Counterparty Risk, Budgets, Financial Risk, Hedging, Trading, Options, Credit Derivatives, Hedge Funds, Essbase, CDS, Emerging Markets, Structured Finance, Banking, Credit, Quantitative Finance, Currency, Rates, Interest Rate..., Equity Derivatives, Capital IQ, P&L Analysis, Expense Management, Revenue Analysis, PeopleSoft, Mergers, Trading Systems, Securities, Treasury, Bonds, Electronic Trading, Foreign Exchange, Balance Sheet, Credit Analysis, Data Analysis, Project Management, Budgeting, Business Obects, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Banking and Finance
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Joseph Bly Joseph Bly's FleetBoston Financial Experience 1986 - 2004
Job Sr. HR Business Director, SVP ⇨ Business Transformation •Strategy Consultant •Change Management at Santander
Industry Financial Services
Experience
Santander June 2015 - Present
State Street May 2006 - June 2015
Bank of America April 2004 - September 2005
FleetBoston Financial 1986 - 2004
FleetBoston Financial May 1994 - April 2001
Fleet Bank March 1989 - May 1994
Indian Head Banks, Inc., Nashua, NH September 1986 - March 1989
Skills
Human Resources, Strategic Consulting, Strategic Planning, Major Business..., Talent Management, Change Management, Leadership Development, Workforce Planning, Organizational..., Compensation, Employee Relations, Performance Management, Business Acumen, Succession Planning, Employee Engagement, Influential Executive..., Integrated Solutions
Education
College of the Holy Cross
Bachelor's degree, Economics
Santander June 2015 - Present
State Street May 2006 - June 2015
Bank of America April 2004 - September 2005
FleetBoston Financial 1986 - 2004
FleetBoston Financial May 1994 - April 2001
Fleet Bank March 1989 - May 1994
Indian Head Banks, Inc., Nashua, NH September 1986 - March 1989
Skills
Human Resources, Strategic Consulting, Strategic Planning, Major Business..., Talent Management, Change Management, Leadership Development, Workforce Planning, Organizational..., Compensation, Employee Relations, Performance Management, Business Acumen, Succession Planning, Employee Engagement, Influential Executive..., Integrated Solutions
Education
College of the Holy Cross
Bachelor's degree, Economics
Brian Gaspar Brian Gaspar's FleetBoston Financial Experience December 2001 - October 2004
Job eCommerce Optimization Manager at Potpourri Group
Industry Marketing and Advertising
Experience
Potpourri Group July 2015 - Present
BG PPC Consulting January 2013 - Present
PetEdge November 2013 - July 2015
PetEdge June 2012 - November 2013
Exclusive Concepts 2011 - 2012
iProspect 2011 - 2011
Transition from Banking to Marketing 2009 - 2011
Boston Private Bank 2007 - 2010
Bank of America 2004 - 2007
FleetBoston Financial December 2001 - October 2004
Skills
Analytics, Web Analytics, E-commerce, Lead Generation, Email Marketing, PPC, Management, Strategy, Google Analytics, Marketing Strategy, CRM, Social Media, Social Media Marketing, Online Marketing, SEM, Market Research, Analysis, Product Management, Marketing, Google Adwords, Competitive Analysis, Digital Strategy, Facebook, Entrepreneurship, Marketing Research, Mobile Marketing, Product Development, SPSS, Public Speaking, Marketing Analytics, Microsoft Excel, Leadership, Advertising, Blogging, Copywriting, Online Advertising, Digital Marketing, Omniture, MSN AdCenter, Online Marketing..., Start-ups, Web Marketing, Sales Operations, Business Planning, SEO, Bing Ads, Microsoft Word, PowerPoint, CRO, Conversion Optimization
Education
Bentley University 2008 — 2011
MS, Marketing Analytics
Bentley University 2010 — 2011
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management and Marketing
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
North Reading High School 1992 — 1996
General Studies, General
Potpourri Group July 2015 - Present
BG PPC Consulting January 2013 - Present
PetEdge November 2013 - July 2015
PetEdge June 2012 - November 2013
Exclusive Concepts 2011 - 2012
iProspect 2011 - 2011
Transition from Banking to Marketing 2009 - 2011
Boston Private Bank 2007 - 2010
Bank of America 2004 - 2007
FleetBoston Financial December 2001 - October 2004
Skills
Analytics, Web Analytics, E-commerce, Lead Generation, Email Marketing, PPC, Management, Strategy, Google Analytics, Marketing Strategy, CRM, Social Media, Social Media Marketing, Online Marketing, SEM, Market Research, Analysis, Product Management, Marketing, Google Adwords, Competitive Analysis, Digital Strategy, Facebook, Entrepreneurship, Marketing Research, Mobile Marketing, Product Development, SPSS, Public Speaking, Marketing Analytics, Microsoft Excel, Leadership, Advertising, Blogging, Copywriting, Online Advertising, Digital Marketing, Omniture, MSN AdCenter, Online Marketing..., Start-ups, Web Marketing, Sales Operations, Business Planning, SEO, Bing Ads, Microsoft Word, PowerPoint, CRO, Conversion Optimization
Education
Bentley University 2008 — 2011
MS, Marketing Analytics
Bentley University 2010 — 2011
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management and Marketing
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
North Reading High School 1992 — 1996
General Studies, General
Andre Mann, MBA Andre Mann, MBA's FleetBoston Financial Experience August 1997 - October 2002
Job Strategic Management Executive Specializing in Central & Eastern European Market Development
Industry Consumer Goods
Experience
Startup September 2013 - April 2015
GTECH S.p.A. September 2008 - October 2012
GTECH S.p.A. March 2006 - August 2008
GTECH S.p.A. September 2005 - February 2006
Sovereign Bank March 2003 - December 2004
FleetBoston Financial August 1997 - October 2002
Skills
Project Management, Market Research, Business Intelligence, Marketing Strategy, Business Strategy, New Business Development, Customer Experience, Employee Relations, Training Delivery, Customer Service
Education
Bryant University
Bachelor of Business Administration (BS), Business Administration and Management, General
University of Rhode Island
Master of Business Administration (MBA), Strategic management, Financial Management, Operational managment, Marketing
Startup September 2013 - April 2015
GTECH S.p.A. September 2008 - October 2012
GTECH S.p.A. March 2006 - August 2008
GTECH S.p.A. September 2005 - February 2006
Sovereign Bank March 2003 - December 2004
FleetBoston Financial August 1997 - October 2002
Skills
Project Management, Market Research, Business Intelligence, Marketing Strategy, Business Strategy, New Business Development, Customer Experience, Employee Relations, Training Delivery, Customer Service
Education
Bryant University
Bachelor of Business Administration (BS), Business Administration and Management, General
University of Rhode Island
Master of Business Administration (MBA), Strategic management, Financial Management, Operational managment, Marketing
Alexandra (Sasha) Fridman's FleetBoston Financial Experience March 2001 - March 2004
Job Senior Programmer Analyst at MBTA
Industry Transportation/Trucking/Railroad
Experience
MBTA January 2011 - Present
Signature Consultants December 2009 - July 2010
Bank of America March 2004 - March 2009
FleetBoston Financial March 2001 - March 2004
Cardinal Health January 2000 - February 2001
NetDox Inc. October 1998 - June 1999
Eve J. Alfillé Gallery & Studio November 1995 - October 1998
Skills
Project Management, Data Modeling, SDLC, Visio, Business Analysis, Databases, Process Improvement, Architecture, SQL, Requirements Analysis, Crystal Reports, Software Documentation, Team Leadership, Data Analysis, SharePoint, Software Development, Project Planning, MS Project, Enterprise Software, Software Project..., E-commerce, Microsoft SQL Server, Vendor Management, Architectures
Education
DePaul University 1997 — 2000
MS, Information Systems
University of Illinois at Chicago 1996 — 1997
BS, Mathematical Computer Science
Belaruski Nacyjanal'ny Tehnièny Universitet 1990 — 1995
BS, Architecture
MBTA January 2011 - Present
Signature Consultants December 2009 - July 2010
Bank of America March 2004 - March 2009
FleetBoston Financial March 2001 - March 2004
Cardinal Health January 2000 - February 2001
NetDox Inc. October 1998 - June 1999
Eve J. Alfillé Gallery & Studio November 1995 - October 1998
Skills
Project Management, Data Modeling, SDLC, Visio, Business Analysis, Databases, Process Improvement, Architecture, SQL, Requirements Analysis, Crystal Reports, Software Documentation, Team Leadership, Data Analysis, SharePoint, Software Development, Project Planning, MS Project, Enterprise Software, Software Project..., E-commerce, Microsoft SQL Server, Vendor Management, Architectures
Education
DePaul University 1997 — 2000
MS, Information Systems
University of Illinois at Chicago 1996 — 1997
BS, Mathematical Computer Science
Belaruski Nacyjanal'ny Tehnièny Universitet 1990 — 1995
BS, Architecture
David Albanesi's FleetBoston Financial Experience January 1991 - February 2004
Job Senior Vice President at U.S. Bancorp
Industry Banking
Experience
U.S. Bancorp July 2009 - Present
Banc of America Securities LLC March 2004 - February 2009
FleetBoston Financial January 1991 - February 2004
Skills
Financial Risk, Portfolio Management, Loans, Banking, Risk Management, Credit, Capital Markets, Treasury Management, Investment Banking, Underwriting, Financial Services, Series 7, Insurance, Commercial Lending, Structured Finance
Education
University of Hartford 1989 — 1991
MBA, Marketing
Babson College 1981 — 1985
BS, Finance and Investments
U.S. Bancorp July 2009 - Present
Banc of America Securities LLC March 2004 - February 2009
FleetBoston Financial January 1991 - February 2004
Skills
Financial Risk, Portfolio Management, Loans, Banking, Risk Management, Credit, Capital Markets, Treasury Management, Investment Banking, Underwriting, Financial Services, Series 7, Insurance, Commercial Lending, Structured Finance
Education
University of Hartford 1989 — 1991
MBA, Marketing
Babson College 1981 — 1985
BS, Finance and Investments
Lucy Heath Lucy Heath's FleetBoston Financial Experience 1995 - 2004
Job Growing my Professional Development, I'm currently attending classes at Bryant University for Human Resource Management.
Industry Financial Services
Experience
IBM/CVS August 2013 - March 2015
Bank of America, Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
Bank of America 2004 - 2005
FleetBoston Financial 1995 - 2004
Fleet National Bank 1992 - 1995
Fleet National Bank/Industrial National Bank 1981 - 1992
Skills
Banking, Process Improvement, Leadership, Finance, Management, Team Building, Performance Management, Team Leadership, Auditing, Software Documentation, Training, Mergers & Acquisitions, Risk Management, Policy, CRM, Portfolio Management, Compliance, Operational Risk..., Motivational Speaking, Visio, Strategic Planning, Credit, Executive Management, Six Sigma, Loans, Policy & Procedure..., Management Reporting, Building Customer..., Risk Assessment, Employee Training, Training Delivery, Financial Accounting, Internal Controls, Internal Audit, Commercial Lending, Analysis, Financial Services, Microsoft Word, Excel,..., Microsoft Excel, Commercial Banking, Financial Risk, Change Management, Account Reconciliation, Business Analysis, Financial Analysis, Customer Satisfaction, Team Development, Strong Oral & Written..., Identifying Technology..., HR Documentation
Education
Bryant University 2013 — 2014
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Roger Williams University 1979 — 1980
Computer Science & Finance
IBM/CVS August 2013 - March 2015
Bank of America, Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
Bank of America 2004 - 2005
FleetBoston Financial 1995 - 2004
Fleet National Bank 1992 - 1995
Fleet National Bank/Industrial National Bank 1981 - 1992
Skills
Banking, Process Improvement, Leadership, Finance, Management, Team Building, Performance Management, Team Leadership, Auditing, Software Documentation, Training, Mergers & Acquisitions, Risk Management, Policy, CRM, Portfolio Management, Compliance, Operational Risk..., Motivational Speaking, Visio, Strategic Planning, Credit, Executive Management, Six Sigma, Loans, Policy & Procedure..., Management Reporting, Building Customer..., Risk Assessment, Employee Training, Training Delivery, Financial Accounting, Internal Controls, Internal Audit, Commercial Lending, Analysis, Financial Services, Microsoft Word, Excel,..., Microsoft Excel, Commercial Banking, Financial Risk, Change Management, Account Reconciliation, Business Analysis, Financial Analysis, Customer Satisfaction, Team Development, Strong Oral & Written..., Identifying Technology..., HR Documentation
Education
Bryant University 2013 — 2014
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Roger Williams University 1979 — 1980
Computer Science & Finance
Ray Graber's FleetBoston Financial Experience April 1995 - October 1999
Job President at Graber Associates LLC
Industry Public Relations and Communications
Experience
Graber Associates August 2002 - Present
Burlington Area Chamber of Commerce January 2009 - Present
Greenwich Associates 2013 - 2015
Burlington Breakfast Rotary July 2011 - June 2012
Society of Professional Consultants 2004 - 2012
Boston College 2003 - 2005
TowerGroup April 2000 - July 2002
Wainwright Bank October 1999 - January 2000
FleetBoston Financial April 1995 - October 1999
Digital Equipment Corporation May 1987 - April 1995
Skills
Commercial Banking, Bank Operations, Payments, Cash Management, Banking, Corporate Finance, Budgeting, Marketing Strategy, Research, Market Research, Budgets, Start-ups, Business Development, Financial Services, Internet Banking, Treasury Management, Strategic Planning, Electronic Payments, Product Marketing, Product Management, Strategy, Public Relations, Management Consulting, Mergers & Acquisitions, Leadership, Marketing, Finance, E-commerce, Executive Management, Investments, Small Business, Marketing Communications, Strategic Partnerships, Analysis, Payment Systems, Entrepreneurship, Mobile Payments, Retail Banking, Venture Capital, Business Strategy, Corporate Development, Competitive Analysis, Social Media Marketing, Interactive Media..., Analytics, Thought Leadership, Business Planning, Payment Card Processing, Consulting, Portfolio Management
Education
Boston College 1969 — 1975
BA; MBA, Mathematics; Finance & MIS
Graber Associates August 2002 - Present
Burlington Area Chamber of Commerce January 2009 - Present
Greenwich Associates 2013 - 2015
Burlington Breakfast Rotary July 2011 - June 2012
Society of Professional Consultants 2004 - 2012
Boston College 2003 - 2005
TowerGroup April 2000 - July 2002
Wainwright Bank October 1999 - January 2000
FleetBoston Financial April 1995 - October 1999
Digital Equipment Corporation May 1987 - April 1995
Skills
Commercial Banking, Bank Operations, Payments, Cash Management, Banking, Corporate Finance, Budgeting, Marketing Strategy, Research, Market Research, Budgets, Start-ups, Business Development, Financial Services, Internet Banking, Treasury Management, Strategic Planning, Electronic Payments, Product Marketing, Product Management, Strategy, Public Relations, Management Consulting, Mergers & Acquisitions, Leadership, Marketing, Finance, E-commerce, Executive Management, Investments, Small Business, Marketing Communications, Strategic Partnerships, Analysis, Payment Systems, Entrepreneurship, Mobile Payments, Retail Banking, Venture Capital, Business Strategy, Corporate Development, Competitive Analysis, Social Media Marketing, Interactive Media..., Analytics, Thought Leadership, Business Planning, Payment Card Processing, Consulting, Portfolio Management
Education
Boston College 1969 — 1975
BA; MBA, Mathematics; Finance & MIS
James Voymas's FleetBoston Financial Experience October 1983 - December 2000
Job Owner of Web Vortex Specializing in Web Marketing
Industry Internet
Experience
Web Vortex July 2002 - Present
FleetBoston Financial October 1983 - December 2000
BMS Online September 1984 - June 1988
Skills
SEO, Web Design, Online Advertising, Social Media Marketing, CSS, Graphic Design, E-commerce, Photoshop, HTML, Email Marketing, Marketing Strategy, Marketing, SEM, Web Marketing, Entrepreneurship, Web Development, Databases, Team Building, Social Media, Customer Service, Online Marketing, Management
Education
CIW 2015 — 2016
E-Commerce Specialist Certification, E-Commerce
Boston University 2001 — 2001
Certificate, Web Design
Web Vortex July 2002 - Present
FleetBoston Financial October 1983 - December 2000
BMS Online September 1984 - June 1988
Skills
SEO, Web Design, Online Advertising, Social Media Marketing, CSS, Graphic Design, E-commerce, Photoshop, HTML, Email Marketing, Marketing Strategy, Marketing, SEM, Web Marketing, Entrepreneurship, Web Development, Databases, Team Building, Social Media, Customer Service, Online Marketing, Management
Education
CIW 2015 — 2016
E-Commerce Specialist Certification, E-Commerce
Boston University 2001 — 2001
Certificate, Web Design
Lee Crowley Lee Crowley's FleetBoston Financial Experience 1997 - 1999
Job VP, Operational Risk Manager at RBS Citizens Bank
Industry Banking
Experience
RBS Citizens Financial Group 2008 - Present
Washington Mutual Home Loans 2005 - 2007
Bank of America/FleetBoston Financial 1999 - 2004
FleetBoston Financial 1997 - 1999
Citizens Bank 1992 - 1996
Citizens Bank/Bank of New England - Old Colony 1988 - 1991
Education
Bryant University
Master of Business Administration (M.B.A.), Management
Emory University
Bachelor of Arts (BA), Political Science
RBS Citizens Financial Group 2008 - Present
Washington Mutual Home Loans 2005 - 2007
Bank of America/FleetBoston Financial 1999 - 2004
FleetBoston Financial 1997 - 1999
Citizens Bank 1992 - 1996
Citizens Bank/Bank of New England - Old Colony 1988 - 1991
Education
Bryant University
Master of Business Administration (M.B.A.), Management
Emory University
Bachelor of Arts (BA), Political Science
Scott Robillard Scott Robillard's FleetBoston Financial Experience February 1999 - August 2001
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets March 2013 - Present
Fidelity Institutional September 2012 - March 2013
Fidelity Investments March 2008 - September 2012
Fidelity Brokerage Company August 2001 - January 2007
FleetBoston Financial February 1999 - August 2001
Law Office of William Brisk 1998 - 1999
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Process Improvement, Securities Regulation, Series 7, Securities, Mutual Funds, FINRA
Education
Boston University School of Law 2001 — 2004
LLM, Law
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Fidelity Capital Markets March 2013 - Present
Fidelity Institutional September 2012 - March 2013
Fidelity Investments March 2008 - September 2012
Fidelity Brokerage Company August 2001 - January 2007
FleetBoston Financial February 1999 - August 2001
Law Office of William Brisk 1998 - 1999
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Process Improvement, Securities Regulation, Series 7, Securities, Mutual Funds, FINRA
Education
Boston University School of Law 2001 — 2004
LLM, Law
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Anjali Chitre Anjali Chitre's FleetBoston Financial Experience September 2002 - May 2004
Job Assistant Vice President & Counsel US Investments at John Hancock Life Insurance Company (U.S.A.)
Industry Law Practice
Experience
John Hancock Life Insurance Company (U.S.A.) September 2012 - Present
The Home for Little Wanderers November 2010 - Present
WilmerHale November 2010 - August 2012
WilmerHale October 2007 - November 2010
WilmerHale May 2006 - August 2006
Fidelity Investments May 2004 - August 2004
FleetBoston Financial September 2002 - May 2004
FleetBoston Financial September 2002 - March 2004
FleetBoston Financial July 2001 - September 2002
Skills
Real Estate Law, Non-profits, Legal Writing, Legal Research, Transactional Law, Zoning, Permitting, Distressed Property, Commercial Real Estate, Secured Financing, Leasing, Land Acquisition
Education
Boston University 2004 — 2007
Doctor of Law (JD), Law, cum laude
Wellesley College 1997 — 2001
Bachelor of Arts (BA), Economics, cum laude
Wyoming Seminary
John Hancock Life Insurance Company (U.S.A.) September 2012 - Present
The Home for Little Wanderers November 2010 - Present
WilmerHale November 2010 - August 2012
WilmerHale October 2007 - November 2010
WilmerHale May 2006 - August 2006
Fidelity Investments May 2004 - August 2004
FleetBoston Financial September 2002 - May 2004
FleetBoston Financial September 2002 - March 2004
FleetBoston Financial July 2001 - September 2002
Skills
Real Estate Law, Non-profits, Legal Writing, Legal Research, Transactional Law, Zoning, Permitting, Distressed Property, Commercial Real Estate, Secured Financing, Leasing, Land Acquisition
Education
Boston University 2004 — 2007
Doctor of Law (JD), Law, cum laude
Wellesley College 1997 — 2001
Bachelor of Arts (BA), Economics, cum laude
Wyoming Seminary
Cathy Josman Cathy Josman's FleetBoston Financial Experience February 1999 - September 2000
Job Director of Strategic Initiatives & Special Projects Stanford Law School External Relations at Stanford University
Industry Education Management
Experience
Stanford University July 2013 - Present
Harvard-Radcliffe Collegium Musicum Foundation 2003 - Present
Harvard College 2003 - Present
Trinity School, New York City 1999 - Present
Association of Governing Boards of Universities and Colleges March 2012 - June 2013
Harvard University 2010 - 2012
Harvard University 2006 - 2010
Jenzabar 2004 - 2006
National Choral Council 2001 - 2004
FleetBoston Financial February 1999 - September 2000
Skills
Fundraising, Marketing Strategy, Social Media Marketing, Higher Education, Product Marketing, New Business Development, Business Development, Cross-functional Team..., Product Management, Team Leadership, Leadership, Strategy, Alumni Relations, Project Planning, Leadership Development, Start-ups, Business Strategy, Public Relations, Marketing, Management, Product Development, Interpersonal..., Financial Analysis, Market Research, Customer Service, Data Analysis, Marketing Communications, Management Consulting, Program Management, Strategic Partnerships, Organizational..., Analysis, Strategic Communications, Grant Writing, Community Outreach, International Relations, Relationship Management
Education
Harvard University Graduate School of Education
M.Ed., Higher Education Management
Boston University - School of Management 1997 — 2000
M.B.A. Coursework
Harvard College
B.A., Government
Trinity School
New York, NY
Stanford University July 2013 - Present
Harvard-Radcliffe Collegium Musicum Foundation 2003 - Present
Harvard College 2003 - Present
Trinity School, New York City 1999 - Present
Association of Governing Boards of Universities and Colleges March 2012 - June 2013
Harvard University 2010 - 2012
Harvard University 2006 - 2010
Jenzabar 2004 - 2006
National Choral Council 2001 - 2004
FleetBoston Financial February 1999 - September 2000
Skills
Fundraising, Marketing Strategy, Social Media Marketing, Higher Education, Product Marketing, New Business Development, Business Development, Cross-functional Team..., Product Management, Team Leadership, Leadership, Strategy, Alumni Relations, Project Planning, Leadership Development, Start-ups, Business Strategy, Public Relations, Marketing, Management, Product Development, Interpersonal..., Financial Analysis, Market Research, Customer Service, Data Analysis, Marketing Communications, Management Consulting, Program Management, Strategic Partnerships, Organizational..., Analysis, Strategic Communications, Grant Writing, Community Outreach, International Relations, Relationship Management
Education
Harvard University Graduate School of Education
M.Ed., Higher Education Management
Boston University - School of Management 1997 — 2000
M.B.A. Coursework
Harvard College
B.A., Government
Trinity School
New York, NY
Carolyn Fortey's FleetBoston Financial Experience September 2000 - April 2004
Job Marketing Director at First Night Worcester
Industry Marketing and Advertising
Experience
First Night Worcester January 2011 - Present
Fortey Consulting September 2008 - November 2010
Brazos Higher Education Service Corporation, Inc July 2006 - September 2008
Bank of America April 2004 - May 2006
FleetBoston Financial September 2000 - April 2004
Southwest Student Services Corporation December 1997 - September 2000
The Education Resources Center (TERI) July 1996 - December 1997
Shawmut National Corporation August 1986 - June 1996
Skills
Integrated Marketing..., Communication Written, Written Presentations, Proposal Writing, Building Relationships, Project Management, Direct Marketing, Social Media, Financial Service..., Higher Education..., Copywriting, Collateral Management, Advertising, Non profit, New Business Development, Meeting Deadlines, Email Marketing, Publications, Client Communications, Proactivity, Setting Priorities, Teamwork, Editing, Business Development, Integrated Marketing, Nonprofits
Education
Babson College, F.W. Olin Graduate School of Business
Master of Business Administration, Marketing
Boston College
Bachelor of Arts, English
First Night Worcester January 2011 - Present
Fortey Consulting September 2008 - November 2010
Brazos Higher Education Service Corporation, Inc July 2006 - September 2008
Bank of America April 2004 - May 2006
FleetBoston Financial September 2000 - April 2004
Southwest Student Services Corporation December 1997 - September 2000
The Education Resources Center (TERI) July 1996 - December 1997
Shawmut National Corporation August 1986 - June 1996
Skills
Integrated Marketing..., Communication Written, Written Presentations, Proposal Writing, Building Relationships, Project Management, Direct Marketing, Social Media, Financial Service..., Higher Education..., Copywriting, Collateral Management, Advertising, Non profit, New Business Development, Meeting Deadlines, Email Marketing, Publications, Client Communications, Proactivity, Setting Priorities, Teamwork, Editing, Business Development, Integrated Marketing, Nonprofits
Education
Babson College, F.W. Olin Graduate School of Business
Master of Business Administration, Marketing
Boston College
Bachelor of Arts, English
Stephen Prostano, JD, LLM, CPA Stephen Prostano, JD, LLM, CPA's FleetBoston Financial Experience 2001 - 2002
Job Head of Family Wealth Advisors, Bank of the West Wealth Management / BNP Paribas Group
Industry Financial Services
Experience
Bank of the West, an affiliate of BNP Paribas April 2015 - Present
SPI Partners, LLC January 2013 - March 2015
Silver Bridge January 2006 - December 2012
Atlantic Trust 2002 - 2005
FleetBoston Financial 2001 - 2002
Chase Manahattan Bank 1993 - 2000
Mellon Bank Corporation, The Boston Company 1990 - 1993
KPMG 1984 - 1990
Boston College 1984 - 1990
Skills
Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions, Marketing Strategy, Asset Managment, Investments, Start-ups, Financial Services, Private Banking, Asset Allocation, Hedge Funds, Private Equity, Asset Management, Strategic Financial..., Wealth Management..., Estate Planning, Succession Planning, Strategy, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Financial Advisory, Mutual Funds, Investment Management, High Net Worth..., Wealth, Equities, Finance, Financial Planning, Investment Strategies
Education
Boston College
BA, Economics and Philosophy
Boston University School of Law
LL.M., Taxation
University of Miami School of Law
JD
Bank of the West, an affiliate of BNP Paribas April 2015 - Present
SPI Partners, LLC January 2013 - March 2015
Silver Bridge January 2006 - December 2012
Atlantic Trust 2002 - 2005
FleetBoston Financial 2001 - 2002
Chase Manahattan Bank 1993 - 2000
Mellon Bank Corporation, The Boston Company 1990 - 1993
KPMG 1984 - 1990
Boston College 1984 - 1990
Skills
Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions, Marketing Strategy, Asset Managment, Investments, Start-ups, Financial Services, Private Banking, Asset Allocation, Hedge Funds, Private Equity, Asset Management, Strategic Financial..., Wealth Management..., Estate Planning, Succession Planning, Strategy, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Financial Advisory, Mutual Funds, Investment Management, High Net Worth..., Wealth, Equities, Finance, Financial Planning, Investment Strategies
Education
Boston College
BA, Economics and Philosophy
Boston University School of Law
LL.M., Taxation
University of Miami School of Law
JD
Amy Rudolph Amy Rudolph's FleetBoston Financial Experience January 2001 - March 2003
Job Marketing and Communication Professional
Industry Financial Services
Experience
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
Charles Rollins Charles Rollins's FleetBoston Financial Experience 2001 - 2002
Job Senior Vice President of Construction at Samuels & Associates
Industry Real Estate
Experience
Samuels & Associates December 2014 - Present
Samuels & Associates 2012 - 2014
Samuels & Associates 2011 - 2012
Page Building Construction Company 2007 - 2010
Windover Development 2004 - 2007
Suffolk Construction 2002 - 2004
FleetBoston Financial 2001 - 2002
JT Landscape Construction 1998 - 2001
Peter J. Durkee Landscaping 1995 - 1998
Charles M. Rollins Water Well Drilling Co. Inc. 1994 - 1995
Skills
Real Estate Development, Real Estate, Construction, Strategic Planning, Contract Negotiation, Mixed-use, Retail, Multi-family, Condos, Apartments, High Rise, Building Permits, MS Project, Project Management, Microsoft Excel, Primavera P6, Corporate Finance, Commercial Real Estate, Property Management, Real Estate Economics
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Real Estate & Finance
Salem State University
B.S., Business Administration
Merrimack College 1993 — 1994
Civil Engineering
Samuels & Associates December 2014 - Present
Samuels & Associates 2012 - 2014
Samuels & Associates 2011 - 2012
Page Building Construction Company 2007 - 2010
Windover Development 2004 - 2007
Suffolk Construction 2002 - 2004
FleetBoston Financial 2001 - 2002
JT Landscape Construction 1998 - 2001
Peter J. Durkee Landscaping 1995 - 1998
Charles M. Rollins Water Well Drilling Co. Inc. 1994 - 1995
Skills
Real Estate Development, Real Estate, Construction, Strategic Planning, Contract Negotiation, Mixed-use, Retail, Multi-family, Condos, Apartments, High Rise, Building Permits, MS Project, Project Management, Microsoft Excel, Primavera P6, Corporate Finance, Commercial Real Estate, Property Management, Real Estate Economics
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Real Estate & Finance
Salem State University
B.S., Business Administration
Merrimack College 1993 — 1994
Civil Engineering
Spencer Day Spencer Day's FleetBoston Financial Experience 2000 - 2004
Job SVP, Global Technology and Operations, Risk Controls at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2014 - Present
Bank of America September 2012 - December 2013
Bank of America September 2000 - August 2012
FleetBoston Financial 2000 - 2004
Daylight Systems Consulting January 2000 - September 2000
Tufts Health Plan January 1996 - December 1999
Tufts Health Plan January 1994 - December 1995
Tufts Health Plan March 1986 - December 1993
Harvard Community Health Plan September 1985 - March 1986
Harvard Community Health Plan January 1984 - September 1985
Skills
Enterprise Architecture, IT Strategy, Business Analysis, Program Management, Risk Management, IT Management, Strategic Planning, Governance
Education
BOSTON UNIVERSITY 1979 — 1982
post-graduate (part-time), PL/1 Programming, Data Structures, Software Engineering, Database Management
NORTHEASTERN UNIVERSITY 1977 — 1978
part-time, Systems Analysis and Programming
American Bankers Assoc. 1975 — 1978
n/a, various banking concepts & practices
Hobart and William Smith Colleges 1968 — 1973
BA, English Literature
Bank of America January 2014 - Present
Bank of America September 2012 - December 2013
Bank of America September 2000 - August 2012
FleetBoston Financial 2000 - 2004
Daylight Systems Consulting January 2000 - September 2000
Tufts Health Plan January 1996 - December 1999
Tufts Health Plan January 1994 - December 1995
Tufts Health Plan March 1986 - December 1993
Harvard Community Health Plan September 1985 - March 1986
Harvard Community Health Plan January 1984 - September 1985
Skills
Enterprise Architecture, IT Strategy, Business Analysis, Program Management, Risk Management, IT Management, Strategic Planning, Governance
Education
BOSTON UNIVERSITY 1979 — 1982
post-graduate (part-time), PL/1 Programming, Data Structures, Software Engineering, Database Management
NORTHEASTERN UNIVERSITY 1977 — 1978
part-time, Systems Analysis and Programming
American Bankers Assoc. 1975 — 1978
n/a, various banking concepts & practices
Hobart and William Smith Colleges 1968 — 1973
BA, English Literature
Kevin Arvoy Kevin Arvoy's FleetBoston Financial Experience September 2003 - December 2003
Job Associate at RBC Capital Markets
Industry Management Consulting
Experience
RBC Capital Markets July 2012 - Present
RBC Capital Markets June 2011 - August 2011
Deloitte Consulting August 2009 - July 2010
Deloitte Consulting December 2007 - August 2009
Executive Compensation Advisors a Korn/Ferry Company November 2006 - November 2007
Hewitt Associates January 2005 - November 2006
Fidelity Investments February 2004 - May 2004
FleetBoston Financial September 2003 - December 2003
Skills
Financial Analysis, Financial Modeling, Management Consulting, Valuation, Analytics, Business Analysis, Investment Banking, Private Equity, Mergers, LBO, Leveraged Finance, Acquisitions, Divestitures, Business Strategy, Consumer, Retail, Restaurants, Apparel, Food & Beverage, Capital Markets, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Equities, Corporate Development, Due Diligence, Emerging Markets, Data Analysis, Bloomberg, Finance, Analysis, Equity Research, Project Management, Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Fairfield University 2006 — 2008
MS, Mathematics
Bryant University 2000 — 2004
BS, Finance, Psychology
RBC Capital Markets July 2012 - Present
RBC Capital Markets June 2011 - August 2011
Deloitte Consulting August 2009 - July 2010
Deloitte Consulting December 2007 - August 2009
Executive Compensation Advisors a Korn/Ferry Company November 2006 - November 2007
Hewitt Associates January 2005 - November 2006
Fidelity Investments February 2004 - May 2004
FleetBoston Financial September 2003 - December 2003
Skills
Financial Analysis, Financial Modeling, Management Consulting, Valuation, Analytics, Business Analysis, Investment Banking, Private Equity, Mergers, LBO, Leveraged Finance, Acquisitions, Divestitures, Business Strategy, Consumer, Retail, Restaurants, Apparel, Food & Beverage, Capital Markets, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Equities, Corporate Development, Due Diligence, Emerging Markets, Data Analysis, Bloomberg, Finance, Analysis, Equity Research, Project Management, Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Fairfield University 2006 — 2008
MS, Mathematics
Bryant University 2000 — 2004
BS, Finance, Psychology
Andrew Mahony Andrew Mahony's FleetBoston Financial Experience October 2000 - April 2004
Job LMI/CRA Operational Risk Officer
Industry Financial Services
Experience
Bank of America April 2004 - Present
Speedway Safety Services July 1991 - Present
FleetBoston Financial October 2000 - April 2004
FleetBoston Financial July 1999 - October 2000
Skills
Vendor Management, Cross-functional Team..., Process Improvement, Program Management, Business Development, Change Management, Project Management, Strategic Planning, Business Strategy, Relationship Management, Business Analysis, SDLC, Product Management, Requirements Gathering, Business Intelligence, Finance, Requirements Analysis, Data Analysis, Visio, Strategy, Project Portfolio...
Education
Six Sigma Green Belt 2007 — 2007
Bank of America DFSS
Babson College 1997 — 2001
MBA, Marketing
Connecticut College 1977 — 1981
BA, Anthropology
Bank of America April 2004 - Present
Speedway Safety Services July 1991 - Present
FleetBoston Financial October 2000 - April 2004
FleetBoston Financial July 1999 - October 2000
Skills
Vendor Management, Cross-functional Team..., Process Improvement, Program Management, Business Development, Change Management, Project Management, Strategic Planning, Business Strategy, Relationship Management, Business Analysis, SDLC, Product Management, Requirements Gathering, Business Intelligence, Finance, Requirements Analysis, Data Analysis, Visio, Strategy, Project Portfolio...
Education
Six Sigma Green Belt 2007 — 2007
Bank of America DFSS
Babson College 1997 — 2001
MBA, Marketing
Connecticut College 1977 — 1981
BA, Anthropology
John Northrop's FleetBoston Financial Experience June 2001 - March 2003
Job VP Director of Internal Audit Eaton Vance
Industry Financial Services
Experience
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Carole Rodenstein Carole Rodenstein's FleetBoston Financial Experience 1993 - 2000
Job Solution Delivery Director at ikaSystems
Industry Information Technology and Services
Experience
ikaSystems March 2015 - Present
Fallon Community Health Plan January 2012 - July 2014
Massachusetts eHealth Institute October 2009 - December 2011
Blue Cross Blue Shield of Massachusetts May 2002 - February 2009
Massachusetts eHealth Collaborative November 2004 - March 2007
Informio 2000 - 2001
FleetBoston Financial 1993 - 2000
IBM 1984 - 1993
Skills
Vendor Management, SDLC, Cross-functional Team..., Leadership, Project Management, Integration, Healthcare Information..., Healthcare, Business Analysis, Project Portfolio..., Strategy, Program Management, PMO, Process Improvement, Strategic Planning, PMP, Business Process, Data Center, HIPAA, Business Intelligence, Analysis, IT Strategy, Management, EMR, Quality Assurance, Mergers & Acquisitions, Enterprise Software, Healthcare IT, Change Management, Outsourcing, Project Planning, Infrastructure..., IT Operations, IT Outsourcing, IT Solutions, IT Management, User Acceptance Testing, Compliance, Governance, Hardware, Consulting, Strategic Partnerships, Agile Project Management, Agile & Waterfall..., Six Sigma, Test Management, CIO Advisory Services
Education
D'Amore-McKim School of Business at Northeastern University 1982 — 1984
MBA, IT and Marketing
Rutgers University-New Brunswick 1978 — 1982
BA, Biochemistry
ikaSystems March 2015 - Present
Fallon Community Health Plan January 2012 - July 2014
Massachusetts eHealth Institute October 2009 - December 2011
Blue Cross Blue Shield of Massachusetts May 2002 - February 2009
Massachusetts eHealth Collaborative November 2004 - March 2007
Informio 2000 - 2001
FleetBoston Financial 1993 - 2000
IBM 1984 - 1993
Skills
Vendor Management, SDLC, Cross-functional Team..., Leadership, Project Management, Integration, Healthcare Information..., Healthcare, Business Analysis, Project Portfolio..., Strategy, Program Management, PMO, Process Improvement, Strategic Planning, PMP, Business Process, Data Center, HIPAA, Business Intelligence, Analysis, IT Strategy, Management, EMR, Quality Assurance, Mergers & Acquisitions, Enterprise Software, Healthcare IT, Change Management, Outsourcing, Project Planning, Infrastructure..., IT Operations, IT Outsourcing, IT Solutions, IT Management, User Acceptance Testing, Compliance, Governance, Hardware, Consulting, Strategic Partnerships, Agile Project Management, Agile & Waterfall..., Six Sigma, Test Management, CIO Advisory Services
Education
D'Amore-McKim School of Business at Northeastern University 1982 — 1984
MBA, IT and Marketing
Rutgers University-New Brunswick 1978 — 1982
BA, Biochemistry
Jim O'Neil's FleetBoston Financial Experience 2003 - 2004
Job SVP & Technology Executive at Bank of America
Industry Banking
Experience
Bank of America 2004 - Present
FleetBoston Financial 2003 - 2004
Fleet Bank 1988 - 2004
Skills
Banking, Portfolio Management, Financial Risk, Financial Services, Risk Management
Education
Northeastern University 1982 — 1985
MBA, Finance
Boston College 1976 — 1980
BS, Biology and English
Bank of America 2004 - Present
FleetBoston Financial 2003 - 2004
Fleet Bank 1988 - 2004
Skills
Banking, Portfolio Management, Financial Risk, Financial Services, Risk Management
Education
Northeastern University 1982 — 1985
MBA, Finance
Boston College 1976 — 1980
BS, Biology and English
Jeff Gray JD, MBA's FleetBoston Financial Experience June 2001 - July 2003
Job Legal Consultant at Update Legal
Industry Legal Services
Experience
Beacon Hill Staffing Group February 2010 - February 2010
Update Legal September 2009 - December 2009
Special Counsel September 2007 - December 2009
Commonwealth Financial Network April 2006 - August 2007
Special Counsel January 2005 - March 2006
FleetBoston Financial June 2001 - July 2003
BankBoston June 1998 - May 2001
BankBoston July 1997 - May 1998
BankBoston March 1997 - June 1997
Scitex America September 1996 - February 1997
Skills
Business Development, Succession Planning, Marketing, Operational Efficiency, Human Resources, Consulting, Business, Litigation Support, Employment Law, Recruiting, Legal Compliance, Corporate Law, Due Diligence, Management, Document Review, Westlaw, Analysis, Litigation, Training, Financial Services, Legal Writing, Legal Research, Insurance, Finance, Estate Planning, Mergers & Acquisitions, Employee Benefits, Securities, Bankruptcy, Corporate Governance, Policy
Education
Suffolk University - Sawyer Business School 2000 — 2004
M.B.A., Organizational Behavior
Suffolk University Law School 1986 — 1992
J.D., Law
Connecticut College 1976 — 1980
B.A., Economics
Wilton High School 1972 — 1976
St. Mary's School, Ridgefield, CT
Beacon Hill Staffing Group February 2010 - February 2010
Update Legal September 2009 - December 2009
Special Counsel September 2007 - December 2009
Commonwealth Financial Network April 2006 - August 2007
Special Counsel January 2005 - March 2006
FleetBoston Financial June 2001 - July 2003
BankBoston June 1998 - May 2001
BankBoston July 1997 - May 1998
BankBoston March 1997 - June 1997
Scitex America September 1996 - February 1997
Skills
Business Development, Succession Planning, Marketing, Operational Efficiency, Human Resources, Consulting, Business, Litigation Support, Employment Law, Recruiting, Legal Compliance, Corporate Law, Due Diligence, Management, Document Review, Westlaw, Analysis, Litigation, Training, Financial Services, Legal Writing, Legal Research, Insurance, Finance, Estate Planning, Mergers & Acquisitions, Employee Benefits, Securities, Bankruptcy, Corporate Governance, Policy
Education
Suffolk University - Sawyer Business School 2000 — 2004
M.B.A., Organizational Behavior
Suffolk University Law School 1986 — 1992
J.D., Law
Connecticut College 1976 — 1980
B.A., Economics
Wilton High School 1972 — 1976
St. Mary's School, Ridgefield, CT
Nicholas Whitcombe's FleetBoston Financial Experience 1998 - 2002
Job Managing Director at New York Green Bank
Industry Oil & Energy
Experience
U.S. Department of Energy 2009 - February 2014
Jefferies & Co. 2007 - 2008
CIT Energy 2004 - 2007
FLEETBOSTON FINANCIAL 1998 - 2002
ING Barings May 1996 - 1998
Industrial Bank of Japan 1996 - 1997
NatWest Markets 1992 - 1996
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS
U.S. Department of Energy 2009 - February 2014
Jefferies & Co. 2007 - 2008
CIT Energy 2004 - 2007
FLEETBOSTON FINANCIAL 1998 - 2002
ING Barings May 1996 - 1998
Industrial Bank of Japan 1996 - 1997
NatWest Markets 1992 - 1996
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS
George Morgan CISM, CRISC's FleetBoston Financial Experience 2004 - 2005
Job Blue Cross Blue Shield of Massachusetts, Senior Information Security Consultant
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts August 2012 - Present
Iron Mountain December 2010 - January 2012
State Street Bank July 2007 - February 2009
Investors Bank and Trust July 2005 - July 2007
Bank of America 2004 - 2005
FleetBoston Financial 2004 - 2005
BankBoston 1996 - 2000
Skills
Security, Privacy, Information Security..., Requirements Analysis, CISM, Privacy Law, CISSP, Computer Security, Information Security, Disaster Recovery, CISA
Education
University of Pennsylvania
Masters degree
Boston University
Bachelor of Arts (B.A.), Psychology
Blue Cross Blue Shield of Massachusetts August 2012 - Present
Iron Mountain December 2010 - January 2012
State Street Bank July 2007 - February 2009
Investors Bank and Trust July 2005 - July 2007
Bank of America 2004 - 2005
FleetBoston Financial 2004 - 2005
BankBoston 1996 - 2000
Skills
Security, Privacy, Information Security..., Requirements Analysis, CISM, Privacy Law, CISSP, Computer Security, Information Security, Disaster Recovery, CISA
Education
University of Pennsylvania
Masters degree
Boston University
Bachelor of Arts (B.A.), Psychology
Brian Bozzuto's FleetBoston Financial Experience August 2002 - May 2004
Job Senior Manager Product Innovation at athenahealth
Industry Information Technology and Services
Experience
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
Winston DiNicola's FleetBoston Financial Experience 1988 - 2005
Job Sr. Technology Leader, Application Development, Service Delivery & Operations
Industry Financial Services
Experience
Bank of America December 2010 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual January 2005 - September 2008
FleetBoston Financial 1988 - 2005
Bank of New England 1988 - 1992
Deloitte Haskins & Sells May 1984 - January 1988
BayBank October 1979 - May 1984
Skills
Change Management, Integration, Vendor Management, SDLC, Risk Management, Business Analysis, Program Management, Banking, Financial Services, Process Improvement, Business Intelligence, IT Strategy, Leadership, ERP, Mergers & Acquisitions, Project Planning, Strategic Planning, Business Relationship..., Cloud Computing, Equities, Team Building, Release Management, Disaster Recovery, Enterprise Software, Valuation, Cross-functional Team..., Forecasting, Requirements Analysis, Finance, Management, Strategy, Budgets, Project Portfolio..., Outsourcing, PMO
Education
Society Information Management 2003 — 2003
Regional Leadership Forum
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Accounting
Brandeis University
BA, French Literature
Bank of America December 2010 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual January 2005 - September 2008
FleetBoston Financial 1988 - 2005
Bank of New England 1988 - 1992
Deloitte Haskins & Sells May 1984 - January 1988
BayBank October 1979 - May 1984
Skills
Change Management, Integration, Vendor Management, SDLC, Risk Management, Business Analysis, Program Management, Banking, Financial Services, Process Improvement, Business Intelligence, IT Strategy, Leadership, ERP, Mergers & Acquisitions, Project Planning, Strategic Planning, Business Relationship..., Cloud Computing, Equities, Team Building, Release Management, Disaster Recovery, Enterprise Software, Valuation, Cross-functional Team..., Forecasting, Requirements Analysis, Finance, Management, Strategy, Budgets, Project Portfolio..., Outsourcing, PMO
Education
Society Information Management 2003 — 2003
Regional Leadership Forum
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Accounting
Brandeis University
BA, French Literature
Sandra Frazier's FleetBoston Financial Experience August 1997 - July 1998
Job Managing Member at Tandem Public Relations LLC
Industry Public Relations and Communications
Experience
The Glenview Trust Company October 2010 - Present
Brown-Forman May 2006 - Present
Tandem Public Relations LLC February 2005 - Present
Doe Anderson 2002 - 2005
State Street January 2000 - August 2001
Schneider and Associates Public Relations August 1998 - December 2000
FleetBoston Financial August 1997 - July 1998
Skills
Public Relations, Marketing Communications, Press Releases, Marketing Strategy, Event Management, Public Speaking, Microsoft Office, Strategic Planning, Media Relations, Nonprofits, Event Planning, Copywriting, Integrated Marketing, Leadership Development, Account Management, Digital Marketing, Social Media, Marketing, Advertising, Sales, Negotiation, Social Media Marketing, Strategic Communications, Budgets, Contract Negotiation, Business Strategy, Research, New Business Development, Fundraising, Strategic Partnerships, Leadership, Brand Development, Social Networking, Online Marketing
Education
Boston University 1999 — 2001
Master of Science, Communications, Public Relations
Hollins University 1990 — 1994
Bachelor of Arts, History
Stanford University Law School
Director's College
Northwestern University - Kellogg School of Management
Women's Director Development Program
Northwestern University - Kellogg School of Management
Governing the Family Business
The University of Chicago Booth School of Business
Director's Consortium
The Glenview Trust Company October 2010 - Present
Brown-Forman May 2006 - Present
Tandem Public Relations LLC February 2005 - Present
Doe Anderson 2002 - 2005
State Street January 2000 - August 2001
Schneider and Associates Public Relations August 1998 - December 2000
FleetBoston Financial August 1997 - July 1998
Skills
Public Relations, Marketing Communications, Press Releases, Marketing Strategy, Event Management, Public Speaking, Microsoft Office, Strategic Planning, Media Relations, Nonprofits, Event Planning, Copywriting, Integrated Marketing, Leadership Development, Account Management, Digital Marketing, Social Media, Marketing, Advertising, Sales, Negotiation, Social Media Marketing, Strategic Communications, Budgets, Contract Negotiation, Business Strategy, Research, New Business Development, Fundraising, Strategic Partnerships, Leadership, Brand Development, Social Networking, Online Marketing
Education
Boston University 1999 — 2001
Master of Science, Communications, Public Relations
Hollins University 1990 — 1994
Bachelor of Arts, History
Stanford University Law School
Director's College
Northwestern University - Kellogg School of Management
Women's Director Development Program
Northwestern University - Kellogg School of Management
Governing the Family Business
The University of Chicago Booth School of Business
Director's Consortium
Darlene Frizzell's FleetBoston Financial Experience 1998 - 2002
Job Director, Retail Risk and Compliance at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
Dan Eckhardt's FleetBoston Financial Experience 2001 - 2003
Job Corporate Development & Strategy Professional
Industry Computer Hardware
Experience
Hewlett-Packard 2011 - Present
Sun Microsystems 2007 - 2010
SVB Financial Group 2004 - 2006
FleetBoston Financial 2001 - 2003
Intel June 2000 - August 2000
MCI Worldcom 1997 - 1999
Horst Frisch Clowery & Finan 1994 - 1997
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance; Strategy
Williams College 1990 — 1994
BA, Economics; Asian Studies
Waseda University 1992 — 1993
1-year study abroad
Hewlett-Packard 2011 - Present
Sun Microsystems 2007 - 2010
SVB Financial Group 2004 - 2006
FleetBoston Financial 2001 - 2003
Intel June 2000 - August 2000
MCI Worldcom 1997 - 1999
Horst Frisch Clowery & Finan 1994 - 1997
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance; Strategy
Williams College 1990 — 1994
BA, Economics; Asian Studies
Waseda University 1992 — 1993
1-year study abroad
Robert Lanigan's FleetBoston Financial Experience November 1999 - December 2002
Job Executive Advisor at Sussex Economic Advisors, LLC
Industry Utilities
Experience
Sussex Economic Advisors, LLC March 2014 - Present
Santander Bank, N.A. December 2009 - February 2014
Sovereign Bank March 2003 - December 2009
FleetBoston Financial November 1999 - December 2002
Fleet Bank December 1995 - November 1999
Shawmut Bank June 1977 - December 1995
Skills
Credit, Credit Analysis, Banking, Capital Markets, Portfolio Management, Loan Origination, Credit Risk, Commercial Banking, Loans, Commercial Lending, Risk Management, Financial Analysis, Management, Financial Structuring, Cash Management, Structured Finance, Relationship Management, Fixed Income, Financial Risk, Asset Based Lending, Finance, Financial Modeling, Financial Services, Investment Banking, Equities, Mergers & Acquisitions, Asset Management, Syndications, Project Finance, Valuation, Hedge Funds, Middle Market, Executive Management, Corporate Finance, Trading, Small Business Lending, Treasury Management, Investments, Derivatives, Underwriting, Due Diligence, Lines Of Credit, Financial Markets, FX Options, Private Equity, Bloomberg, Strategic Financial..., Mortgage Lending, Energy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1977
MBA, Finance
Babson College 1968 — 1972
BS, Marketing
Sussex Economic Advisors, LLC March 2014 - Present
Santander Bank, N.A. December 2009 - February 2014
Sovereign Bank March 2003 - December 2009
FleetBoston Financial November 1999 - December 2002
Fleet Bank December 1995 - November 1999
Shawmut Bank June 1977 - December 1995
Skills
Credit, Credit Analysis, Banking, Capital Markets, Portfolio Management, Loan Origination, Credit Risk, Commercial Banking, Loans, Commercial Lending, Risk Management, Financial Analysis, Management, Financial Structuring, Cash Management, Structured Finance, Relationship Management, Fixed Income, Financial Risk, Asset Based Lending, Finance, Financial Modeling, Financial Services, Investment Banking, Equities, Mergers & Acquisitions, Asset Management, Syndications, Project Finance, Valuation, Hedge Funds, Middle Market, Executive Management, Corporate Finance, Trading, Small Business Lending, Treasury Management, Investments, Derivatives, Underwriting, Due Diligence, Lines Of Credit, Financial Markets, FX Options, Private Equity, Bloomberg, Strategic Financial..., Mortgage Lending, Energy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1977
MBA, Finance
Babson College 1968 — 1972
BS, Marketing
Laura Cleary's FleetBoston Financial Experience 1995 - 2004
Job SVP at Bank of America
Industry Banking
Experience
Bank of America 2004 - Present
FleetBoston Financial 1995 - 2004
Fleet 1997 - 2002
Shawmut 1986 - 1995
Bank of Boston 1986 - 1986
Shawmut 1979 - 1984
Shawmut 1979 - 1980
Skills
Financial Services, Investments, Banking, Loans, Vendor Management, Portfolio Management, Product Management, Call Centers, Strategy, Credit, Analytics, Segmentation, Risk Management
Education
Babson College 1984 — 1992
MBA
College of the Holy Cross 1975 — 1979
Bachelor's degree, Political Science
Boston University
Ipswich
Salem State College
Bank of America 2004 - Present
FleetBoston Financial 1995 - 2004
Fleet 1997 - 2002
Shawmut 1986 - 1995
Bank of Boston 1986 - 1986
Shawmut 1979 - 1984
Shawmut 1979 - 1980
Skills
Financial Services, Investments, Banking, Loans, Vendor Management, Portfolio Management, Product Management, Call Centers, Strategy, Credit, Analytics, Segmentation, Risk Management
Education
Babson College 1984 — 1992
MBA
College of the Holy Cross 1975 — 1979
Bachelor's degree, Political Science
Boston University
Ipswich
Salem State College
Beth Leube Strock, CFA's FleetBoston Financial Experience 2002 - 2004
Job Senior Director at Marlette Funding
Industry Financial Services
Experience
Marlette Funding 2014 - Present
ELS Consulting 2012 - 2014
Barclays 2007 - 2011
RBC Capital Markets 2004 - 2007
FleetBoston Financial 2002 - 2004
Delaware Investments 1995 - 2000
Skills
Mergers, Financial Analysis, Valuation, Financial Modeling, Business Strategy, Credit Cards, Negotiation, Business Development, Mergers & Acquisitions, Strategic Planning, Investment Banking, Corporate Finance, Investments, Banking, Financial Services, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA
Gettysburg College 1990 — 1994
BA
Springside School
Marlette Funding 2014 - Present
ELS Consulting 2012 - 2014
Barclays 2007 - 2011
RBC Capital Markets 2004 - 2007
FleetBoston Financial 2002 - 2004
Delaware Investments 1995 - 2000
Skills
Mergers, Financial Analysis, Valuation, Financial Modeling, Business Strategy, Credit Cards, Negotiation, Business Development, Mergers & Acquisitions, Strategic Planning, Investment Banking, Corporate Finance, Investments, Banking, Financial Services, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA
Gettysburg College 1990 — 1994
BA
Springside School
Jennifer (Martin) Tramontana's FleetBoston Financial Experience November 2000 - June 2002
Job Senior Vice President, Marketing Strategy & Analytics at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Tufts University October 2013 - Present
Massachusetts General Hospital October 2013 - Present
Tufts University August 2014 - December 2014
Bank of America Merrill Lynch June 2009 - August 2014
Bank of America September 2008 - May 2009
Bank of America December 2005 - August 2008
Standard & Poor's Corporate Value Consulting 2004 - 2005
FleetBoston Financial November 2000 - June 2002
Credit Suisse First Boston 1999 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Marketing Analytics, Business Development, Business Strategy, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Tufts University 1995 — 1999
Bachelor of Science, Mechanical Engineering
Yarmouth High School
Bank of America Merrill Lynch September 2014 - Present
Tufts University October 2013 - Present
Massachusetts General Hospital October 2013 - Present
Tufts University August 2014 - December 2014
Bank of America Merrill Lynch June 2009 - August 2014
Bank of America September 2008 - May 2009
Bank of America December 2005 - August 2008
Standard & Poor's Corporate Value Consulting 2004 - 2005
FleetBoston Financial November 2000 - June 2002
Credit Suisse First Boston 1999 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Marketing Analytics, Business Development, Business Strategy, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Tufts University 1995 — 1999
Bachelor of Science, Mechanical Engineering
Yarmouth High School
Theresa Connolly's FleetBoston Financial Experience 1986 - April 2004
Job Home Lending Strategy and Operations Executive
Industry Banking
Experience
Indepdendent Consultant August 2014 - Present
RBS CitizensBank May 2010 - June 2014
PHH Mortgage April 2004 - May 2010
FleetBoston Financial 1986 - April 2004
Skills
Residential Mortgages, Mortgage Lending, Credit Analysis, Risk Management, Credit Risk, Loans, Mortgage Banking, Credit, Banking, Refinance, Loan Origination, Financial Services, Consumer Lending, FHA, Underwriting, Vendor Management, Financial Analysis, Relationship Management, Technology Integration
Education
College of the Holy Cross 1982 — 1984
Economics
Indepdendent Consultant August 2014 - Present
RBS CitizensBank May 2010 - June 2014
PHH Mortgage April 2004 - May 2010
FleetBoston Financial 1986 - April 2004
Skills
Residential Mortgages, Mortgage Lending, Credit Analysis, Risk Management, Credit Risk, Loans, Mortgage Banking, Credit, Banking, Refinance, Loan Origination, Financial Services, Consumer Lending, FHA, Underwriting, Vendor Management, Financial Analysis, Relationship Management, Technology Integration
Education
College of the Holy Cross 1982 — 1984
Economics
Kimberly Quintero's FleetBoston Financial Experience November 2002 - June 2004
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management February 2014 - Present
First Republic Investment Management February 2013 - February 2014
First Republic Investment Management November 2011 - February 2013
Constellation Wealth Advisors LLC June 2007 - November 2011
Boston Private Bank & Trust Company June 2004 - June 2007
FleetBoston Financial November 2002 - June 2004
TolerRx, Inc. 2001 - 2002
Education
Bryant University 1997 — 2001
Boston University 2004 — 2006
Completed Certified Financial Planning Program
First Republic Investment Management February 2014 - Present
First Republic Investment Management February 2013 - February 2014
First Republic Investment Management November 2011 - February 2013
Constellation Wealth Advisors LLC June 2007 - November 2011
Boston Private Bank & Trust Company June 2004 - June 2007
FleetBoston Financial November 2002 - June 2004
TolerRx, Inc. 2001 - 2002
Education
Bryant University 1997 — 2001
Boston University 2004 — 2006
Completed Certified Financial Planning Program
Andrew Sayre's FleetBoston Financial Experience July 2002 - October 2003
Job Associate at Celtic Pharma
Industry Biotechnology
Experience
Celtic Pharma January 2005 - Present
Credit Suisse First Boston October 2003 - January 2005
FleetBoston Financial July 2002 - October 2003
Education
Babson College 1998 — 2000
Celtic Pharma January 2005 - Present
Credit Suisse First Boston October 2003 - January 2005
FleetBoston Financial July 2002 - October 2003
Education
Babson College 1998 — 2000
Alicia Wells-Smith's FleetBoston Financial Experience 1995 - 2003
Job Project Management Executive at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Bank of America September 2009 - September 2010
Bank of America - Global Wealth & Investment Management 2004 - September 2009
FleetBoston Financial 1995 - 2003
Brooks Drugs February 1990 - February 1995
Ann & Hope 1988 - February 1990
Allied Signal / Fram Oil Filters September 1984 - 1988
AlliedSignal 1984 - 1988
Education
Community College of Rhode Island 1983 — 1985
Associate, Computer Science
Bank of America September 2010 - Present
Bank of America September 2009 - September 2010
Bank of America - Global Wealth & Investment Management 2004 - September 2009
FleetBoston Financial 1995 - 2003
Brooks Drugs February 1990 - February 1995
Ann & Hope 1988 - February 1990
Allied Signal / Fram Oil Filters September 1984 - 1988
AlliedSignal 1984 - 1988
Education
Community College of Rhode Island 1983 — 1985
Associate, Computer Science
Jonathan Gates's FleetBoston Financial Experience April 1998 - October 2004
Job Web Sales & Service at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2006 - Present
FleetBoston Financial April 1998 - October 2004
BankBoston October 1996 - April 1998
BayBank Systems, Inc June 1993 - October 1996
Skills
Relationship Management, Internet Banking, Financial Services
Education
Boston College 1990 — 1993
MBA, Marketing
Boston College 1981 — 1985
BA, Communications
Trinity School
Fidelity Investments March 2006 - Present
FleetBoston Financial April 1998 - October 2004
BankBoston October 1996 - April 1998
BayBank Systems, Inc June 1993 - October 1996
Skills
Relationship Management, Internet Banking, Financial Services
Education
Boston College 1990 — 1993
MBA, Marketing
Boston College 1981 — 1985
BA, Communications
Trinity School
Susan Rogé's FleetBoston Financial Experience 2002 - 2003
Job Paraplanner at R. W. Rogé & Company, Inc.
Industry Financial Services
Experience
R.W. Roge & Company, Inc. July 2003 - Present
FleetBoston Financial 2002 - 2003
Walt Disney World June 2001 - August 2001
Skills
Client Billing, Treasury, Problem Solving, Passion for Helping..., Retirement Planning
Education
Long Island University, C.W. Post Campus 2004 — 2006
Financial Planning Certificate Program
College of Financial Planning 2003 — 2003
Registered Paraplanner
Bryant University 1999 — 2003
Bachelor of Science (B.S.), Finance and Economics, cum laude
R.W. Roge & Company, Inc. July 2003 - Present
FleetBoston Financial 2002 - 2003
Walt Disney World June 2001 - August 2001
Skills
Client Billing, Treasury, Problem Solving, Passion for Helping..., Retirement Planning
Education
Long Island University, C.W. Post Campus 2004 — 2006
Financial Planning Certificate Program
College of Financial Planning 2003 — 2003
Registered Paraplanner
Bryant University 1999 — 2003
Bachelor of Science (B.S.), Finance and Economics, cum laude
Cynthia Jerome-Resnick's FleetBoston Financial Experience 1969 - 1999
Job EVP at Citizens Financial
Industry Banking
Experience
Citizens Financial executive vice presidentcitizens financial1999 - 2007
FleetBoston Financial 1969 - 1999
Skills
Commercial Banking, Banking, Financial Risk, Retail Banking, Consumer Lending, Loans, Portfolio Management
Education
Bryant University
Citizens Financial executive vice presidentcitizens financial1999 - 2007
FleetBoston Financial 1969 - 1999
Skills
Commercial Banking, Banking, Financial Risk, Retail Banking, Consumer Lending, Loans, Portfolio Management
Education
Bryant University
Kevin Santoian's FleetBoston Financial Experience June 2000 - March 2004
Job VP, Operations Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America November 2010 - Present
Bank of America January 2010 - October 2010
Rose International October 2009 - December 2009
Bank of America April 2004 - February 2009
FleetBoston Financial June 2000 - March 2004
FleetBoston Financial 1996 - May 2000
Shawmut Bank 1993 - 1995
Shawmt Bank 1993 - 1994
Skills
Financial Services, Banking, Strategy, Credit, Finance, Risk Management, Loans, Consumer Lending, Retail Banking, Relationship Management, Project Management
Education
Assumption College 1990 — 1993
MBA, Human Resources
Bethel University 1983 — 1987
Bachelor of Arts, Political Science
Bank of America July 2012 - Present
Bank of America November 2010 - Present
Bank of America January 2010 - October 2010
Rose International October 2009 - December 2009
Bank of America April 2004 - February 2009
FleetBoston Financial June 2000 - March 2004
FleetBoston Financial 1996 - May 2000
Shawmut Bank 1993 - 1995
Shawmt Bank 1993 - 1994
Skills
Financial Services, Banking, Strategy, Credit, Finance, Risk Management, Loans, Consumer Lending, Retail Banking, Relationship Management, Project Management
Education
Assumption College 1990 — 1993
MBA, Human Resources
Bethel University 1983 — 1987
Bachelor of Arts, Political Science
Jill Kremins's FleetBoston Financial Experience 1995 - 2004
Job Head of Marketing and Communications at BNY Mellon Wealth Management
Industry Marketing and Advertising
Experience
BNY Mellon Wealth Management April 2015 - Present
BMO Harris Bank 2011 - 2014
The Kessler Group 2010 - 2011
Citi Performing Arts Center 2008 - 2008
The Boston Globe 2005 - 2008
Sentient Jet 2004 - 2004
FleetBoston Financial 1995 - 2004
Coopers & Lybrand January 1994 - October 1995
First Data Corporation 1988 - 1994
Skills
Direct Marketing, Customer Experience, Integrated Marketing, Email Marketing, Product Marketing, Product Management, Marketing Strategy, Strategy, Marketing Communications, CRM, Business Development, Analytics, Marketing, New Business Development, Database Marketing, Creative Direction, Public Relations, Brand Management, Event Management, Segmentation, Budgets, Leadership, Management, B2B, Cross-functional Team..., Business Strategy, Start-ups, Change Management, Integration, Multi-channel Marketing, Market Planning, Product Development, Management Consulting
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing and Finance
Syracuse University
Bachelor of Science (B.S.)
BNY Mellon Wealth Management April 2015 - Present
BMO Harris Bank 2011 - 2014
The Kessler Group 2010 - 2011
Citi Performing Arts Center 2008 - 2008
The Boston Globe 2005 - 2008
Sentient Jet 2004 - 2004
FleetBoston Financial 1995 - 2004
Coopers & Lybrand January 1994 - October 1995
First Data Corporation 1988 - 1994
Skills
Direct Marketing, Customer Experience, Integrated Marketing, Email Marketing, Product Marketing, Product Management, Marketing Strategy, Strategy, Marketing Communications, CRM, Business Development, Analytics, Marketing, New Business Development, Database Marketing, Creative Direction, Public Relations, Brand Management, Event Management, Segmentation, Budgets, Leadership, Management, B2B, Cross-functional Team..., Business Strategy, Start-ups, Change Management, Integration, Multi-channel Marketing, Market Planning, Product Development, Management Consulting
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing and Finance
Syracuse University
Bachelor of Science (B.S.)
Patty Deschineau's FleetBoston Financial Experience December 1997 - February 2000
Job Senior Account Executive at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. May 2013 - Present
TIAA-CREF January 2013 - May 2013
Standard & Poor's Financial Communications September 2002 - November 2012
Cambridge Carnival International June 2002 - September 2002
Arnold Worldwide March 2001 - February 2002
Arnold Worldwide February 2000 - March 2001
FleetBoston Financial December 1997 - February 2000
BankBoston 1996 - 1997
Skills
Project Management, Superior Client Service, Account Management, Marketing Communications, Google Analytics, Banking, Financial Services, Retirement Planning, Newsletters, Marketing, Email Marketing, Direct Marketing, Budgets, Management, Leadership, Advertising, Marketing Strategy, Business Strategy, Sales
Education
Boston University 2005 — 2005
Certificate, Project Management Program
Emerson College 2003 — 2003
Course, Marketing Communications
Salem State University 1991 — 1995
Bachelors of Science, Marketing Communications
NCC
Santander Bank, N.A. May 2013 - Present
TIAA-CREF January 2013 - May 2013
Standard & Poor's Financial Communications September 2002 - November 2012
Cambridge Carnival International June 2002 - September 2002
Arnold Worldwide March 2001 - February 2002
Arnold Worldwide February 2000 - March 2001
FleetBoston Financial December 1997 - February 2000
BankBoston 1996 - 1997
Skills
Project Management, Superior Client Service, Account Management, Marketing Communications, Google Analytics, Banking, Financial Services, Retirement Planning, Newsletters, Marketing, Email Marketing, Direct Marketing, Budgets, Management, Leadership, Advertising, Marketing Strategy, Business Strategy, Sales
Education
Boston University 2005 — 2005
Certificate, Project Management Program
Emerson College 2003 — 2003
Course, Marketing Communications
Salem State University 1991 — 1995
Bachelors of Science, Marketing Communications
NCC
Karen Hellmich's FleetBoston Financial Experience August 2003 - April 2004
Job Product Management Executive at Bank of America
Industry Financial Services
Experience
Bank of America April 2008 - Present
Bank of America October 2004 - April 2008
Bank of America April 2003 - October 2004
FleetBoston Financial August 2003 - April 2004
FleetBoston Financial February 2002 - August 2003
FleetBoston Financial Corporation 2000 - 2002
Bain & Company September 1996 - June 2000
Ford Motor Company May 1997 - August 1997
Kwasha Lipton 1990 - 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, General Management
Cornell University 1986 — 1990
Bachelor of Arts, Economics, International Relations
Bank of America April 2008 - Present
Bank of America October 2004 - April 2008
Bank of America April 2003 - October 2004
FleetBoston Financial August 2003 - April 2004
FleetBoston Financial February 2002 - August 2003
FleetBoston Financial Corporation 2000 - 2002
Bain & Company September 1996 - June 2000
Ford Motor Company May 1997 - August 1997
Kwasha Lipton 1990 - 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, General Management
Cornell University 1986 — 1990
Bachelor of Arts, Economics, International Relations
Marilyn Pontes's FleetBoston Financial Experience 2001 - 2005
Job Finance Manager at Nuance Communications
Industry Financial Services
Experience
Nuance Communications March 2014 - Present
Nuance Communications June 2011 - February 2014
Old Mutual Asset Management June 2005 - June 2011
FleetBoston Financial 2001 - 2005
Skills
Financial Modeling, Fixed Income, Financial Analysis, Equities, Corporate Finance, Investments, Finance, Accounting, Portfolio Management, Capital Markets, Asset Managment, Budget, Valuation, Financial Reporting, Insurance, Sarbanes-Oxley Act, Mergers & Acquisitions, Asset Management, Budgets, Essbase, Strategic Financial..., Financial Services
Education
Suffolk University - Sawyer Business School 2006 — 2010
MBA
Bentley University 1997 — 2001
Bachelor's degree, Accounting Information Systems
Nuance Communications March 2014 - Present
Nuance Communications June 2011 - February 2014
Old Mutual Asset Management June 2005 - June 2011
FleetBoston Financial 2001 - 2005
Skills
Financial Modeling, Fixed Income, Financial Analysis, Equities, Corporate Finance, Investments, Finance, Accounting, Portfolio Management, Capital Markets, Asset Managment, Budget, Valuation, Financial Reporting, Insurance, Sarbanes-Oxley Act, Mergers & Acquisitions, Asset Management, Budgets, Essbase, Strategic Financial..., Financial Services
Education
Suffolk University - Sawyer Business School 2006 — 2010
MBA
Bentley University 1997 — 2001
Bachelor's degree, Accounting Information Systems
David Bronstein's FleetBoston Financial Experience 1998 - 2004
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2004 - Present
Fleet Bank 1998 - 2004
Fleet Financial 1998 - 2004
FleetBoston Financial 1998 - 2004
Education
Boston University - School of Management 1991 — 1994
Master of Business Administration (MBA), General MBA
University of Rochester 1979 — 1983
BA, economics
Bank of America April 2004 - Present
Fleet Bank 1998 - 2004
Fleet Financial 1998 - 2004
FleetBoston Financial 1998 - 2004
Education
Boston University - School of Management 1991 — 1994
Master of Business Administration (MBA), General MBA
University of Rochester 1979 — 1983
BA, economics
Anna Fredh-Goudreau's FleetBoston Financial Experience October 2002 - February 2003
Job Project Manager in Digital Technology at Hasbro
Industry Consumer Goods
Experience
Hasbro September 2013 - April 2014
Hasbro December 2010 - September 2013
Hasbro July 2009 - January 2011
Hasbro February 2009 - July 2009
Autocrat Inc April 2005 - June 2008
Integrated Mortgage Solutions (The Mortgage Button) November 2006 - February 2007
Johnson & Wales University September 2003 - January 2005
Hasbro March 2004 - May 2004
FleetBoston Financial October 2002 - February 2003
Skills
Event Management, Marketing Communications, Negotiation, Forecasting, Cross-functional Team..., Product Development, Management, Brand Development, Process Improvement, Marketing, Project Management, Consumer Products
Education
Bryant University 2009 — 2009
PMP Certificate Course, Project Management
Johnson & Wales University 2003 — 2005
M.B.A., Global Business Leadership (Concentration Marketing)
Johnson & Wales University 1999 — 2002
B.S., Managment/Operations
Don Quijote Language School 1997 — 1997
Diploma, Spanish
Hasbro September 2013 - April 2014
Hasbro December 2010 - September 2013
Hasbro July 2009 - January 2011
Hasbro February 2009 - July 2009
Autocrat Inc April 2005 - June 2008
Integrated Mortgage Solutions (The Mortgage Button) November 2006 - February 2007
Johnson & Wales University September 2003 - January 2005
Hasbro March 2004 - May 2004
FleetBoston Financial October 2002 - February 2003
Skills
Event Management, Marketing Communications, Negotiation, Forecasting, Cross-functional Team..., Product Development, Management, Brand Development, Process Improvement, Marketing, Project Management, Consumer Products
Education
Bryant University 2009 — 2009
PMP Certificate Course, Project Management
Johnson & Wales University 2003 — 2005
M.B.A., Global Business Leadership (Concentration Marketing)
Johnson & Wales University 1999 — 2002
B.S., Managment/Operations
Don Quijote Language School 1997 — 1997
Diploma, Spanish
Kathy Maher's FleetBoston Financial Experience 1999 - 2004
Job Product Development and Management at Genpact
Industry Financial Services
Experience
Genpact January 2015 - Present
Citigroup August 2010 - January 2015
Hobbs Madison, Inc. May 2010 - August 2010
FundQuest March 2005 - May 2010
FleetBoston Financial 1999 - 2004
BankBoston 1978 - 2004
Skills
Portfolio Management, Fixed Income, Asset Managment, Financial Services, Mutual Funds, Asset Management, Business Analysis, Alternative Investments, Capital Markets, Asset Allocation, Derivatives, Risk Management, Securities, Hedge Funds, Equities, Financial Markets, Wealth Management, Investment Management, Trading, Bloomberg, Series 7, Trading Systems, Investments
Education
Boston University
MBA, MIS and Operations
Dartmouth College 1974 — 1978
AB, Mathematics
Genpact January 2015 - Present
Citigroup August 2010 - January 2015
Hobbs Madison, Inc. May 2010 - August 2010
FundQuest March 2005 - May 2010
FleetBoston Financial 1999 - 2004
BankBoston 1978 - 2004
Skills
Portfolio Management, Fixed Income, Asset Managment, Financial Services, Mutual Funds, Asset Management, Business Analysis, Alternative Investments, Capital Markets, Asset Allocation, Derivatives, Risk Management, Securities, Hedge Funds, Equities, Financial Markets, Wealth Management, Investment Management, Trading, Bloomberg, Series 7, Trading Systems, Investments
Education
Boston University
MBA, MIS and Operations
Dartmouth College 1974 — 1978
AB, Mathematics
Georgia Beit's FleetBoston Financial Experience 1997 - 2004
Job Vice President
Industry Financial Services
Experience
TD Wealth Management September 2013 - Present
Wells Fargo Family Wealth January 2011 - August 2013
BECU Trust Company November 2009 - December 2010
Fidelity Investments September 2006 - December 2008
FleetBoston Financial 1997 - 2004
Education
Massachusetts School of Law 1993 — 1997
JD, Law
Boston College 1977 — 1981
BA, Political Science
TD Wealth Management September 2013 - Present
Wells Fargo Family Wealth January 2011 - August 2013
BECU Trust Company November 2009 - December 2010
Fidelity Investments September 2006 - December 2008
FleetBoston Financial 1997 - 2004
Education
Massachusetts School of Law 1993 — 1997
JD, Law
Boston College 1977 — 1981
BA, Political Science
John A. McCabe's FleetBoston Financial Experience 2001 - 2002
Job Director of Compliance at ACDS, Inc.
Industry Nonprofit Organization Management
Experience
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Maureen (Moe) Mernick's FleetBoston Financial Experience July 1996 - February 2003
Job
Industry Executive Office
Experience
CVS Health July 2012 - January 2015
Silverman McGovern Staffing March 2012 - July 2012
Bryant University Executive Development Center April 2011 - September 2011
Fidelity Investments January 2006 - February 2009
Dean College November 2003 - August 2005
FleetBoston Financial July 1996 - February 2003
Skills
Administration, Process Improvement, Event Planning, Employee Relations, Microsoft Office, Fundraising, Customer Relations, Event Management, Mentoring, Research, Social Media, Vendor Relations, Purchasing
Education
Bryant University 2009 — 2010
Human Resources Management Certificate
Dean College
AS, Business
CVS Health July 2012 - January 2015
Silverman McGovern Staffing March 2012 - July 2012
Bryant University Executive Development Center April 2011 - September 2011
Fidelity Investments January 2006 - February 2009
Dean College November 2003 - August 2005
FleetBoston Financial July 1996 - February 2003
Skills
Administration, Process Improvement, Event Planning, Employee Relations, Microsoft Office, Fundraising, Customer Relations, Event Management, Mentoring, Research, Social Media, Vendor Relations, Purchasing
Education
Bryant University 2009 — 2010
Human Resources Management Certificate
Dean College
AS, Business
Jane Greenberg Garshick's FleetBoston Financial Experience 1998 - 2005
Job SVP, Dir Distribution Channel Management at Sovereign Bank
Industry Banking
Experience
Sovereign Bank September 2008 - Present
Santander Bank, N.A. 2008 - 2015
Santander Bank, N.A. 2008 - 2015
Bank of America January 1980 - September 2008
Bank of America January 1980 - 2008
FleetBoston Financial 1998 - 2005
BankBoston 1994 - 1998
BayBank 1980 - 1994
BankBoston/BayBank 1980 - 1994
Skills
Loans, Credit, Banking, Portfolio Management, Segmentation, Supply Chain Management, Relationship Management
Education
Boston University 1974 — 1980
MBA, Marketing/Marketing Management, General
University of Massachusetts, Amherst 1970 — 1974
Bachelor's degree, Hotel, Motel, and Restaurant Management
Sovereign Bank September 2008 - Present
Santander Bank, N.A. 2008 - 2015
Santander Bank, N.A. 2008 - 2015
Bank of America January 1980 - September 2008
Bank of America January 1980 - 2008
FleetBoston Financial 1998 - 2005
BankBoston 1994 - 1998
BayBank 1980 - 1994
BankBoston/BayBank 1980 - 1994
Skills
Loans, Credit, Banking, Portfolio Management, Segmentation, Supply Chain Management, Relationship Management
Education
Boston University 1974 — 1980
MBA, Marketing/Marketing Management, General
University of Massachusetts, Amherst 1970 — 1974
Bachelor's degree, Hotel, Motel, and Restaurant Management
John Strazie's FleetBoston Financial Experience March 1999 - April 2004
Job President at 123 Accessibility, Inc.
Industry Construction
Experience
123 Accessibility, Inc. December 2011 - Present
JJS Consultancy November 2009 - December 2011
Structure Tone October 2004 - November 2009
FleetBoston Financial March 1999 - April 2004
BankBoston August 1983 - April 2000
Skills
Customer Presentations, Business Planning, Project Portfolio..., Budgets, Construction Management, Contract Management, Management, Proposal Writing, Strategy, Strategic Planning, Project Management, Real Estate, Project Planning, Market Research, Contract Negotiation, Construction, Due Diligence, LEED AP, Start-ups
Education
D'Amore-McKim School of Business at Northeastern University 1978 — 1982
MBA, Finance
Worcester Polytechnic Institute 1969 — 1973
BSCE, Civil Engineering
123 Accessibility, Inc. December 2011 - Present
JJS Consultancy November 2009 - December 2011
Structure Tone October 2004 - November 2009
FleetBoston Financial March 1999 - April 2004
BankBoston August 1983 - April 2000
Skills
Customer Presentations, Business Planning, Project Portfolio..., Budgets, Construction Management, Contract Management, Management, Proposal Writing, Strategy, Strategic Planning, Project Management, Real Estate, Project Planning, Market Research, Contract Negotiation, Construction, Due Diligence, LEED AP, Start-ups
Education
D'Amore-McKim School of Business at Northeastern University 1978 — 1982
MBA, Finance
Worcester Polytechnic Institute 1969 — 1973
BSCE, Civil Engineering
Tracy Powell's FleetBoston Financial Experience 1997 - 2000
Job Director of Marketing for Banking and Capital Markets at Xerox
Industry Outsourcing/Offshoring
Experience
Xerox 2015 - Present
Xerox 2010 - 2014
Affiliated Computer Services, Inc (ACS) 2005 - 2010
Affiliated Computer Services, Inc (ACS) 2002 - 2005
AFSA Data Corporation 2001 - 2002
FleetBoston Financial 1997 - 2000
Skills
BPO, Outsourcing, Business Analysis, SharePoint, Process Improvement, Financial Services, Account Management, Vendor Management, CRM, Human Resources, Management, Program Management, Strategy, Operations Management, Brand Management, Leadership, Business Development, Strategic Planning, Marketing
Education
Colby College 1990 — 1994
BA, International Studies, Government
La Canada High School 1986 — 1990
Xerox 2015 - Present
Xerox 2010 - 2014
Affiliated Computer Services, Inc (ACS) 2005 - 2010
Affiliated Computer Services, Inc (ACS) 2002 - 2005
AFSA Data Corporation 2001 - 2002
FleetBoston Financial 1997 - 2000
Skills
BPO, Outsourcing, Business Analysis, SharePoint, Process Improvement, Financial Services, Account Management, Vendor Management, CRM, Human Resources, Management, Program Management, Strategy, Operations Management, Brand Management, Leadership, Business Development, Strategic Planning, Marketing
Education
Colby College 1990 — 1994
BA, International Studies, Government
La Canada High School 1986 — 1990
Maria Leonard's FleetBoston Financial Experience 1988 - 2004
Job EVP and Head of Audit, RBS Americas at RBS
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2010 - Present
Royal Bank of Scotland June 2010 - June 2014
Citizens Financial Group October 2004 - June 2010
Bank of America January 2003 - July 2004
FleetBoston Financial 1988 - 2004
Fleet Bank 1988 - 2001
Skills
Risk Management, Auditing, Banking, Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Services, Financial Analysis, Internal Audit
Education
Bryant University 1984 — 1986
Bachelor's Degree, Finance
Endicott College 1982 — 1984
Associate's Degree, Business Managmenet, Magna Cum Laude
Citizens Financial Group, Inc. June 2010 - Present
Royal Bank of Scotland June 2010 - June 2014
Citizens Financial Group October 2004 - June 2010
Bank of America January 2003 - July 2004
FleetBoston Financial 1988 - 2004
Fleet Bank 1988 - 2001
Skills
Risk Management, Auditing, Banking, Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Services, Financial Analysis, Internal Audit
Education
Bryant University 1984 — 1986
Bachelor's Degree, Finance
Endicott College 1982 — 1984
Associate's Degree, Business Managmenet, Magna Cum Laude
Jeff Ewing's FleetBoston Financial Experience 1991 - 2004
Job Information Risk and Governance Manager at CDPHP
Industry Information Technology and Services
Experience
CDPHP March 2014 - Present
CDPHP 2013 - March 2014
MetLife Alico 2013 - 2013
MetLife 2011 - 2013
MetLife June 2006 - 2011
NYSIF 2004 - 2006
FleetBoston Financial 1991 - 2004
FleetBoston Financial/Bank of America 1993 - 2003
Fleet 1991 - 2003
Fleet Bank 1991 - 2003
Skills
Disaster Recovery, Security, Information Security, Business Continuity, Process Improvement, PCI DSS, IT Audit, Auditing, Management, ITIL, IT Strategy, Enterprise Software, CISA, Risk Management, SDLC, IT Risk Management, Network Security, Risk Assessment, PMO, CISSP, Governance, Information Technology, PMP, Sarbanes-Oxley Act, Enterprise Risk..., Vendor Management, Information Security..., Program Management, Project Management, IT Operations, Penetration Testing, CISM, Security Awareness, Internal Audit, Integration, Enterprise Architecture, Vulnerability Assessment, IT Management
Education
Babson College 1986 — 1990
Bachelor of Science (BS), Finance, i
Shenendehowa 1982 — 1986
Bachelor of Science (BS), Finance, investments, and economics
CDPHP March 2014 - Present
CDPHP 2013 - March 2014
MetLife Alico 2013 - 2013
MetLife 2011 - 2013
MetLife June 2006 - 2011
NYSIF 2004 - 2006
FleetBoston Financial 1991 - 2004
FleetBoston Financial/Bank of America 1993 - 2003
Fleet 1991 - 2003
Fleet Bank 1991 - 2003
Skills
Disaster Recovery, Security, Information Security, Business Continuity, Process Improvement, PCI DSS, IT Audit, Auditing, Management, ITIL, IT Strategy, Enterprise Software, CISA, Risk Management, SDLC, IT Risk Management, Network Security, Risk Assessment, PMO, CISSP, Governance, Information Technology, PMP, Sarbanes-Oxley Act, Enterprise Risk..., Vendor Management, Information Security..., Program Management, Project Management, IT Operations, Penetration Testing, CISM, Security Awareness, Internal Audit, Integration, Enterprise Architecture, Vulnerability Assessment, IT Management
Education
Babson College 1986 — 1990
Bachelor of Science (BS), Finance, i
Shenendehowa 1982 — 1986
Bachelor of Science (BS), Finance, investments, and economics
Anita Buzingo Shima, CFA's FleetBoston Financial Experience 2002 - 2004
Job Fixed Income trading
Industry Banking
Experience
Barclays Capital 2008 - 2011
Barclays Capital 2006 - 2008
Barclays Capital 2004 - 2006
FleetBoston Financial 2002 - 2004
Skills
Derivatives, Fixed Income, Capital Markets, Structured Products, Interest Rate...
Education
Columbia University in the City of New York
Master of Arts (MA), Mathematical Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (M.S.), Global Financial Analysis
Université Catholique de Louvain
Business Degree, Applied Economics
Barclays Capital 2008 - 2011
Barclays Capital 2006 - 2008
Barclays Capital 2004 - 2006
FleetBoston Financial 2002 - 2004
Skills
Derivatives, Fixed Income, Capital Markets, Structured Products, Interest Rate...
Education
Columbia University in the City of New York
Master of Arts (MA), Mathematical Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (M.S.), Global Financial Analysis
Université Catholique de Louvain
Business Degree, Applied Economics
Adam Bellefeuille's FleetBoston Financial Experience 2000 - 2001
Job Senior Project Accountant at Hines
Industry Accounting
Experience
Hines 2013 - Present
Hines 2008 - 2013
Faison 2005 - 2008
AMB Property Corporation 2002 - 2005
FleetBoston Financial 2000 - 2001
Skills
Accounting, Financial Reporting, Financial Analysis, Cash Flow, Real Estate Development, Commercial Real Estate, Due Diligence, Variance Analysis, Financial Modeling, Valuation, Financial Accounting, Asset Management
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Accounting
Hines 2013 - Present
Hines 2008 - 2013
Faison 2005 - 2008
AMB Property Corporation 2002 - 2005
FleetBoston Financial 2000 - 2001
Skills
Accounting, Financial Reporting, Financial Analysis, Cash Flow, Real Estate Development, Commercial Real Estate, Due Diligence, Variance Analysis, Financial Modeling, Valuation, Financial Accounting, Asset Management
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Accounting
Maria Casey's FleetBoston Financial Experience 1998 - 2004
Job Director at Bank of America
Industry Banking
Experience
U.S. Trust Bank of America 2011 - Present
Bank of America 2004 - 2011
FleetBoston Financial 1998 - 2004
Wells Fargo November 1996 - March 1998
The Maassachusetts Company June 1990 - December 1994
Education
Bradford College 1987 — 1990
Bachelor of Arts, Business Management
U.S. Trust Bank of America 2011 - Present
Bank of America 2004 - 2011
FleetBoston Financial 1998 - 2004
Wells Fargo November 1996 - March 1998
The Maassachusetts Company June 1990 - December 1994
Education
Bradford College 1987 — 1990
Bachelor of Arts, Business Management
Ben Chirgwin's FleetBoston Financial Experience June 1987 - November 2004
Job Senior Managing Director at CBRE
Industry Commercial Real Estate
Experience
CBRE Managing DirectorCB Richard Ellis2005 - Present
FleetBoston Financial June 1987 - November 2004
Education
Boston Architectural College
CBRE Managing DirectorCB Richard Ellis2005 - Present
FleetBoston Financial June 1987 - November 2004
Education
Boston Architectural College
Margo Anderson's FleetBoston Financial Experience 2000 - 2003
Job Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency February 2015 - Present
PwC April 2013 - February 2015
Ernst & Young October 2011 - March 2013
Federal Reserve Bank of Boston January 2007 - September 2011
Boston Redevelopment Authority 2004 - 2005
FleetBoston Financial 2000 - 2003
Skills
Assessing compliance..., Conducting transaction..., Determining compliance..., Determining compliance..., Creating and providing..., Risk Management, Risk Assessment, Internal Controls, Operational Risk..., Analysis, Financial Services, Training, Auditing, Financial Analysis, Enterprise Risk..., Operational Risk, Internal Audit, Program Management, AML, Banking, Coaching, Corporate Governance, Due Diligence, Management
Education
Boston College Law School 2003 — 2006
Juris Doctor
Hamilton College 1996 — 2000
Bachelor of Arts (B.A.)
Office of the Comptroller of the Currency February 2015 - Present
PwC April 2013 - February 2015
Ernst & Young October 2011 - March 2013
Federal Reserve Bank of Boston January 2007 - September 2011
Boston Redevelopment Authority 2004 - 2005
FleetBoston Financial 2000 - 2003
Skills
Assessing compliance..., Conducting transaction..., Determining compliance..., Determining compliance..., Creating and providing..., Risk Management, Risk Assessment, Internal Controls, Operational Risk..., Analysis, Financial Services, Training, Auditing, Financial Analysis, Enterprise Risk..., Operational Risk, Internal Audit, Program Management, AML, Banking, Coaching, Corporate Governance, Due Diligence, Management
Education
Boston College Law School 2003 — 2006
Juris Doctor
Hamilton College 1996 — 2000
Bachelor of Arts (B.A.)
David Pascarelli's FleetBoston Financial Experience August 1999 - August 2003
Job Project Manager at First Data Corporation
Industry Financial Services
Experience
First Data Corporation March 2004 - Present
FleetBoston Financial August 1999 - August 2003
Skills
Vendor Management, Process Improvement, Cross-functional Team..., Program Management, Business Analysis, Requirements Analysis, Business Process..., Project Management, Integration, SDLC, PMO, Software Project..., Project Delivery, Reporting & Analysis
Education
Bellevue University 2005 — 2008
MBA, Strategy and Operations
University of Colorado Boulder 1999 — 2003
BA/BS, Pre-Law/Mathematics
First Data Corporation March 2004 - Present
FleetBoston Financial August 1999 - August 2003
Skills
Vendor Management, Process Improvement, Cross-functional Team..., Program Management, Business Analysis, Requirements Analysis, Business Process..., Project Management, Integration, SDLC, PMO, Software Project..., Project Delivery, Reporting & Analysis
Education
Bellevue University 2005 — 2008
MBA, Strategy and Operations
University of Colorado Boulder 1999 — 2003
BA/BS, Pre-Law/Mathematics
David Thompson CFA's FleetBoston Financial Experience 2000 - 2002
Job Managing Director at Highmount Capital
Industry Investment Management
Experience
Highmount Capital October 2008 - Present
Highmount Capital October 2008 - Present
Highmount Capital 2008 - Present
North American Management January 2007 - June 2008
Hale and Dorr LLP October 2002 - January 2007
BankBoston/Fleet 1978 - June 2002
FleetBoston Financial 2000 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1970 — 1971
MBA, Economics and Finance
Highmount Capital October 2008 - Present
Highmount Capital October 2008 - Present
Highmount Capital 2008 - Present
North American Management January 2007 - June 2008
Hale and Dorr LLP October 2002 - January 2007
BankBoston/Fleet 1978 - June 2002
FleetBoston Financial 2000 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1970 — 1971
MBA, Economics and Finance
Ed Novakoff's FleetBoston Financial Experience 1999 - 2004
Job SVP Global Treasury at State Street
Industry Banking
Experience
State Street November 2010 - Present
Citizens Bank March 2006 - November 2010
FleetBoston Financial 1999 - 2004
Skills
Derivatives, Banking, Treasury, Financial Services, Credit Analysis, Credit, Financial Risk, Equities, Investments, Treasury Services, Financial Analysis, Interest Rate Risk..., Portfolio Management, Treasury Management, Risk Management, Bloomberg, Capital Markets, Financial Modeling, Fixed Income
Education
Harvard University 2004 — 2005
MPA, Economics
Columbia University in the City of New York 1981 — 1985
1985, Political Science
State Street November 2010 - Present
Citizens Bank March 2006 - November 2010
FleetBoston Financial 1999 - 2004
Skills
Derivatives, Banking, Treasury, Financial Services, Credit Analysis, Credit, Financial Risk, Equities, Investments, Treasury Services, Financial Analysis, Interest Rate Risk..., Portfolio Management, Treasury Management, Risk Management, Bloomberg, Capital Markets, Financial Modeling, Fixed Income
Education
Harvard University 2004 — 2005
MPA, Economics
Columbia University in the City of New York 1981 — 1985
1985, Political Science
Dave Cartier's FleetBoston Financial Experience February 2003 - October 2004
Job SVP Ops Risk & Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America October 2004 - Present
FleetBoston Financial February 2003 - October 2004
FleetBoston Financial May 2002 - May 2004
FleetBoston Financial December 1998 - May 2002
BankBoston February 1995 - December 1998
BankBoston December 1990 - February 1995
Skills
Operational Risk, Credit Risk, Program Management, Risk Management, Financial Risk, Internal Audit, Finance, Loans, Analysis, Risk Assessment, Management
Education
Johnson & Wales University 1998 — 2000
Master of Science, Information Technology
Bryant University 1978 — 1986
Bachelor of Arts, Accounting
Bank of America October 2004 - Present
FleetBoston Financial February 2003 - October 2004
FleetBoston Financial May 2002 - May 2004
FleetBoston Financial December 1998 - May 2002
BankBoston February 1995 - December 1998
BankBoston December 1990 - February 1995
Skills
Operational Risk, Credit Risk, Program Management, Risk Management, Financial Risk, Internal Audit, Finance, Loans, Analysis, Risk Assessment, Management
Education
Johnson & Wales University 1998 — 2000
Master of Science, Information Technology
Bryant University 1978 — 1986
Bachelor of Arts, Accounting
Elizabeth Palma's FleetBoston Financial Experience 2001 - 2002
Job Web Developer at Army RMDA
Industry Information Technology and Services
Experience
Intergraph Government Solutions November 2009 - Present
TEKsystems March 2009 - November 2009
CACI January 2008 - February 2009
QinetiQ / ITS Corporation (formerly LEADS Corporation), Mindbank Consulting Group August 2004 - November 2007
FleetBoston Financial 2001 - 2002
Skills
Information Architecture, CSS, Dreamweaver, Flash, HTML, JavaScript
Education
Boston University 1997 — 1999
BLS, Art History
Intergraph Government Solutions November 2009 - Present
TEKsystems March 2009 - November 2009
CACI January 2008 - February 2009
QinetiQ / ITS Corporation (formerly LEADS Corporation), Mindbank Consulting Group August 2004 - November 2007
FleetBoston Financial 2001 - 2002
Skills
Information Architecture, CSS, Dreamweaver, Flash, HTML, JavaScript
Education
Boston University 1997 — 1999
BLS, Art History
Erfan Karim's FleetBoston Financial Experience 2000 - 2004
Job Retail Risk Management at PNC
Industry Banking
Experience
PNC April 2014 - Present
PNC Bank November 2009 - Present
PNC Financial Services Group 2009 - Present
Wachovia Bank March 2006 - August 2009
Bank of America January 2003 - January 2005
Fleet Bank 1997 - 2005
FleetBoston Financial 2000 - 2004
Skills
Risk Management, Financial Risk, Operational Risk, Operational Risk..., Mortgage Lending, Risk Assessment, Banking, Credit, Program Management, Financial Reporting, Enterprise Risk..., Basel II, Credit Risk, Analysis, Corporate Finance, Risk Appetite, Key Performance..., Customer Complaints, Technology Incidents, Issues Management
Education
University of Hartford 1995 — 1997
MBA, Finance
Central Connecticut State University 1989 — 1992
B.A., Eonomics
PNC April 2014 - Present
PNC Bank November 2009 - Present
PNC Financial Services Group 2009 - Present
Wachovia Bank March 2006 - August 2009
Bank of America January 2003 - January 2005
Fleet Bank 1997 - 2005
FleetBoston Financial 2000 - 2004
Skills
Risk Management, Financial Risk, Operational Risk, Operational Risk..., Mortgage Lending, Risk Assessment, Banking, Credit, Program Management, Financial Reporting, Enterprise Risk..., Basel II, Credit Risk, Analysis, Corporate Finance, Risk Appetite, Key Performance..., Customer Complaints, Technology Incidents, Issues Management
Education
University of Hartford 1995 — 1997
MBA, Finance
Central Connecticut State University 1989 — 1992
B.A., Eonomics
Ann (Stenfeldt) Ronhock's FleetBoston Financial Experience 1979 - 2001
Job Adoption Social Worker at Alliance For Children, Inc
Industry Mental Health Care
Experience
Alliance For Children, Inc September 2009 - Present
Wide Horizons For Children September 2003 - December 2008
FleetBoston Financial 1979 - 2001
Education
Rhode Island College 2000 — 2003
MSW, Masters in Social Work
Bryant University 1976 — 1988
MBA, Accounting
Bridgewater State University 1971 — 1975
BS, Elementary Education, Minor in Urban Affairs
Alliance For Children, Inc September 2009 - Present
Wide Horizons For Children September 2003 - December 2008
FleetBoston Financial 1979 - 2001
Education
Rhode Island College 2000 — 2003
MSW, Masters in Social Work
Bryant University 1976 — 1988
MBA, Accounting
Bridgewater State University 1971 — 1975
BS, Elementary Education, Minor in Urban Affairs
Jeffrey Zinn's FleetBoston Financial Experience January 1992 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
General Electric Capital Corp May 2001 - February 2009
FleetBoston Financial January 1992 - May 2001
Education
City University of New York 1961 — 1964
Liberal arts and business administration
General Electric Capital Corp May 2001 - February 2009
FleetBoston Financial January 1992 - May 2001
Education
City University of New York 1961 — 1964
Liberal arts and business administration
Eileen Burke's FleetBoston Financial Experience 1997 - 2002
Job Managing Partner at West End Capital and Advisory
Industry Financial Services
Experience
West End Capital and Advisory July 2009 - Present
DB Zwirn & Co. 2004 - 2009
FleetBoston Financial 1997 - 2002
Banque Paribas 1994 - 1997
Chemical Bank 1983 - 1994
Skills
Strategy, Private Equity, Hedge Funds, Finance, Financial Services, Investment Banking, Series 7, Asset Management, Due Diligence, Structured Finance, Financial Analysis, Leveraged Finance, High Yield, Equities, Investor Relations, Management, Investments, Financial Advisory, Investment Management, Bloomberg, Emerging Markets, Venture Capital, Corporate Development, LBO, Bonds, Funding, Financial Structuring, Leadership, Capital Markets, Structured Products, Corporate Finance, Financial Modeling, Private Placements, Fund Of Funds, Fixed Income, Mezzanine, Derivatives, Mergers & Acquisitions, Portfolio Management, Restructuring, Capital, Securities, Asset Allocation, Trading, Valuation, Alternative Investments, Banking, Credit, Strategic Planning
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Boston College
BA, English and Economics
West End Capital and Advisory July 2009 - Present
DB Zwirn & Co. 2004 - 2009
FleetBoston Financial 1997 - 2002
Banque Paribas 1994 - 1997
Chemical Bank 1983 - 1994
Skills
Strategy, Private Equity, Hedge Funds, Finance, Financial Services, Investment Banking, Series 7, Asset Management, Due Diligence, Structured Finance, Financial Analysis, Leveraged Finance, High Yield, Equities, Investor Relations, Management, Investments, Financial Advisory, Investment Management, Bloomberg, Emerging Markets, Venture Capital, Corporate Development, LBO, Bonds, Funding, Financial Structuring, Leadership, Capital Markets, Structured Products, Corporate Finance, Financial Modeling, Private Placements, Fund Of Funds, Fixed Income, Mezzanine, Derivatives, Mergers & Acquisitions, Portfolio Management, Restructuring, Capital, Securities, Asset Allocation, Trading, Valuation, Alternative Investments, Banking, Credit, Strategic Planning
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Boston College
BA, English and Economics
Cindy Erickson's FleetBoston Financial Experience June 1983 - 2004
Job Chief Administrative Officer HR at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2012 - Present
Citizens Financial Group September 2011 - September 2012
RBS Citizens February 2008 - September 2011
Bank of America April 2004 - December 2007
FleetBoston Financial June 1983 - 2004
Skills
Six Sigma, Green Belt, Human Resources, Banking, Recruiting, Process Improvement, Organizational..., Business Process..., Operations Management, Risk Management, Performance Management, Cross-functional Team..., Change Management, Global Matrix, Virtual Leadership, Strategic Communications, Strategy, Personnel Management, Finance, Business Planning, Leadership, Financial Risk, Vendor Management, Organizational..., Employee Engagement, Executive Management, Succession Planning, Outsourcing, Management, Financial Services, Leadership Development, Talent Management, Coaching, Team Building, Relationship Management, Onboarding, Talent Acquisition, Auditing, Business Analysis, Employee Relations, Operational Risk, HRIS, Business Strategy, Business Transformation, Deferred Compensation, Employee Benefits, Financial Analysis, Loans, Mergers, Restructuring
Education
Bryant University 1979 — 1983
BS in BA, Finance, Magna Cum Laude
Citizens Financial Group, Inc. September 2012 - Present
Citizens Financial Group September 2011 - September 2012
RBS Citizens February 2008 - September 2011
Bank of America April 2004 - December 2007
FleetBoston Financial June 1983 - 2004
Skills
Six Sigma, Green Belt, Human Resources, Banking, Recruiting, Process Improvement, Organizational..., Business Process..., Operations Management, Risk Management, Performance Management, Cross-functional Team..., Change Management, Global Matrix, Virtual Leadership, Strategic Communications, Strategy, Personnel Management, Finance, Business Planning, Leadership, Financial Risk, Vendor Management, Organizational..., Employee Engagement, Executive Management, Succession Planning, Outsourcing, Management, Financial Services, Leadership Development, Talent Management, Coaching, Team Building, Relationship Management, Onboarding, Talent Acquisition, Auditing, Business Analysis, Employee Relations, Operational Risk, HRIS, Business Strategy, Business Transformation, Deferred Compensation, Employee Benefits, Financial Analysis, Loans, Mergers, Restructuring
Education
Bryant University 1979 — 1983
BS in BA, Finance, Magna Cum Laude
Gonca Harris's FleetBoston Financial Experience 2002 - 2005
Job VP, Audit Operations & Reporting
Industry Financial Services
Experience
GE Capital February 2011 - Present
UBS Investment Bank April 2008 - August 2010
FleetBoston Financial 2002 - 2005
Deutsche Bank Alex Brown 2000 - 2002
Tiger Management 1996 - 2000
Skills
Fixed Income, Derivatives, Equities, Series 7, Equity Derivatives, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Risk Management, Options, Securities, Financial Risk, Due Diligence, Structured Products, Capital Markets, Financial Analysis, Corporate Finance, Commodity, Back Office
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
GE Capital February 2011 - Present
UBS Investment Bank April 2008 - August 2010
FleetBoston Financial 2002 - 2005
Deutsche Bank Alex Brown 2000 - 2002
Tiger Management 1996 - 2000
Skills
Fixed Income, Derivatives, Equities, Series 7, Equity Derivatives, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Risk Management, Options, Securities, Financial Risk, Due Diligence, Structured Products, Capital Markets, Financial Analysis, Corporate Finance, Commodity, Back Office
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Ivie B Higgins, CIPP-US's FleetBoston Financial Experience 2000 - 2002
Job Sesoned Compliance, Operational Risk and Privacy Subject Matter Expert
Industry Financial Services
Experience
Independent Contracctor 2015 - Present
NewDay USA 2014 - 2015
Federal Home Loan Mortgage Corporation (Freddie Mac) 2010 - July 2014
Fannie Mae 2005 - 2009
CFM Partners 2004 - 2005
John Hancock Funds 2004 - 2004
Wellington Management 2004 - 2004
OneUnited Bank 2002 - 2003
FleetBoston Financial 2000 - 2002
CERES Coalition for Environmetally Responsible Economies 1998 - 2000
Skills
Analysis, Auditing, Business Strategy, Corporate Governance, Credit, Disaster Recovery, Due Diligence, Financial Analysis, Financial Risk, Financial Services, Governance, Internal Audit, Internal Controls, Leadership, Management, Operational Risk, Operational Risk..., Policy, Portfolio Management, Privacy Law, Program Management, Project Management, Risk Assessment, Risk Management, Sarbanes-Oxley Act, Six Sigma, Training, Strategy, Executive Management, Loans, Banking, Finance, Fraud
Education
Suffolk University 2000 — 2004
MBA, Strategic Management and Organizational Behavior
American University Washington College of Law 1990 — 1993
JD, Law
Vassar College 1986 — 1990
BA, Political Science
Independent Contracctor 2015 - Present
NewDay USA 2014 - 2015
Federal Home Loan Mortgage Corporation (Freddie Mac) 2010 - July 2014
Fannie Mae 2005 - 2009
CFM Partners 2004 - 2005
John Hancock Funds 2004 - 2004
Wellington Management 2004 - 2004
OneUnited Bank 2002 - 2003
FleetBoston Financial 2000 - 2002
CERES Coalition for Environmetally Responsible Economies 1998 - 2000
Skills
Analysis, Auditing, Business Strategy, Corporate Governance, Credit, Disaster Recovery, Due Diligence, Financial Analysis, Financial Risk, Financial Services, Governance, Internal Audit, Internal Controls, Leadership, Management, Operational Risk, Operational Risk..., Policy, Portfolio Management, Privacy Law, Program Management, Project Management, Risk Assessment, Risk Management, Sarbanes-Oxley Act, Six Sigma, Training, Strategy, Executive Management, Loans, Banking, Finance, Fraud
Education
Suffolk University 2000 — 2004
MBA, Strategic Management and Organizational Behavior
American University Washington College of Law 1990 — 1993
JD, Law
Vassar College 1986 — 1990
BA, Political Science
Kay Hardy Campbell's FleetBoston Financial Experience February 1989 - March 2004
Job Writer and Public Speaker with Middle East Focus and Commercial Banking Experience
Industry Writing and Editing
Experience
Rustic Workbench 2008 - Present
Arabic Music Retreat August 1997 - Present
Aramco World Magazine 1996 - Present
Jawaahir Dance Company 1989 - Present
Freelance writer May 1978 - Present
FleetBoston Financial February 1989 - March 2004
Arab News September 1978 - August 1980
Skills
Writing, Public Speaking, Financial Analysis, Business Management, Credit, Public Speaking, Banking, Research, Portfolio Management, Non-profits, Editing, Cultural Analysis, Cultural Heritage, Foreign Languages, Management, Teaching, Music, Books, Modern Standard Arabic, Middle Eastern Studies, Nonprofits, Publishing, Facebook, Copy Editing, Program Management, Event Management, Proofreading, Press Releases, Newsletters, Blogging, Magazines, Social Networking, Creative Writing, Journalism, Public Relations, Web Content, Social Media, Copywriting, Media Relations, Storytelling, Corporate Communications, Editorial
Education
Harvard University 1980 — 1983
A.M., (Masters Degree), Middle East Area Studies
Boston University 2010 — 2010
Startalk Arabic Teacher Professional Development Program, Certificate of program completion.
Northeastern University - Graduate School of Business Administration 1991 — 1996
Masters in Business Administration, Business
University of Minnesota-Twin Cities 1973 — 1977
BA - summa cum laude, Arabic and Middle Eastern Studies - double major
Rustic Workbench 2008 - Present
Arabic Music Retreat August 1997 - Present
Aramco World Magazine 1996 - Present
Jawaahir Dance Company 1989 - Present
Freelance writer May 1978 - Present
FleetBoston Financial February 1989 - March 2004
Arab News September 1978 - August 1980
Skills
Writing, Public Speaking, Financial Analysis, Business Management, Credit, Public Speaking, Banking, Research, Portfolio Management, Non-profits, Editing, Cultural Analysis, Cultural Heritage, Foreign Languages, Management, Teaching, Music, Books, Modern Standard Arabic, Middle Eastern Studies, Nonprofits, Publishing, Facebook, Copy Editing, Program Management, Event Management, Proofreading, Press Releases, Newsletters, Blogging, Magazines, Social Networking, Creative Writing, Journalism, Public Relations, Web Content, Social Media, Copywriting, Media Relations, Storytelling, Corporate Communications, Editorial
Education
Harvard University 1980 — 1983
A.M., (Masters Degree), Middle East Area Studies
Boston University 2010 — 2010
Startalk Arabic Teacher Professional Development Program, Certificate of program completion.
Northeastern University - Graduate School of Business Administration 1991 — 1996
Masters in Business Administration, Business
University of Minnesota-Twin Cities 1973 — 1977
BA - summa cum laude, Arabic and Middle Eastern Studies - double major
Susan Kelly's FleetBoston Financial Experience 2000 - 2004
Job Retirement Service Delivery Executive
Industry Banking
Experience
Bank of America 2006 - Present
FleetBoston Financial 2000 - 2004
Fleet Financial Group 1991 - 2000
Skills
Employee Benefits, HRIS, Vendor Management, Process Improvement, PeopleSoft, Leadership, Mergers & Acquisitions, Talent Management, Performance Management, Management, Human Resources, Organizational..., Employee Relations, Mergers, Payroll Services
Education
Boston College 1979 — 1983
BS, Accounting
Bank of America 2006 - Present
FleetBoston Financial 2000 - 2004
Fleet Financial Group 1991 - 2000
Skills
Employee Benefits, HRIS, Vendor Management, Process Improvement, PeopleSoft, Leadership, Mergers & Acquisitions, Talent Management, Performance Management, Management, Human Resources, Organizational..., Employee Relations, Mergers, Payroll Services
Education
Boston College 1979 — 1983
BS, Accounting
Donna Ferretti Tihalas's FleetBoston Financial Experience October 2003 - April 2004
Job SVP, Director, Capital Adequacy at Citizens Financial Group, Inc.
Industry Investment Banking
Experience
Citizens Financial Group, Inc. May 2010 - Present
State Street September 2007 - April 2010
Citizens Financial Group, Inc. July 2006 - March 2007
Bank of America May 2004 - May 2006
FleetBoston Financial October 2003 - April 2004
FleetBoston Financial October 2001 - September 2003
FleetBoston Financial October 1999 - September 2001
BankBoston October 1998 - September 1999
BankBoston July 1995 - September 1998
BankBoston June 1992 - June 1995
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), Marketing concentration
Dartmouth College 1971 — 1973
Bachelor of Arts (BA), Mathematics
Wellesley College 1969 — 1971
Bachelor of Arts Candidate, Bachelor of Arts Candidate
Citizens Financial Group, Inc. May 2010 - Present
State Street September 2007 - April 2010
Citizens Financial Group, Inc. July 2006 - March 2007
Bank of America May 2004 - May 2006
FleetBoston Financial October 2003 - April 2004
FleetBoston Financial October 2001 - September 2003
FleetBoston Financial October 1999 - September 2001
BankBoston October 1998 - September 1999
BankBoston July 1995 - September 1998
BankBoston June 1992 - June 1995
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), Marketing concentration
Dartmouth College 1971 — 1973
Bachelor of Arts (BA), Mathematics
Wellesley College 1969 — 1971
Bachelor of Arts Candidate, Bachelor of Arts Candidate
Shepard Rainie's FleetBoston Financial Experience 1999 - 2002
Job EVP Chief Risk Officer
Industry Banking
Experience
Radius Bank June 2010 - Present
Berkshire Bank August 2006 - February 2010
Bank of America April 2004 - July 2006
FleetBoston Financial 1999 - 2002
BankBoston 1992 - 1999
BankBoston 1983 - 1992
Skills
Member Town of Sharon..., Credit, Leadership, Loans, Commercial Banking, Portfolio Management, Capital Markets, Credit Risk, Internal Audit, Financial Risk, Investment Banking, Risk Management, Corporate Finance, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Banking, Asset Based Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
MBA
Harvard University 1970 — 1974
AB
Radius Bank June 2010 - Present
Berkshire Bank August 2006 - February 2010
Bank of America April 2004 - July 2006
FleetBoston Financial 1999 - 2002
BankBoston 1992 - 1999
BankBoston 1983 - 1992
Skills
Member Town of Sharon..., Credit, Leadership, Loans, Commercial Banking, Portfolio Management, Capital Markets, Credit Risk, Internal Audit, Financial Risk, Investment Banking, Risk Management, Corporate Finance, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Banking, Asset Based Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
MBA
Harvard University 1970 — 1974
AB
Kaj Jensen's FleetBoston Financial Experience 1999 - 2004
Job Senior Vice President, Public Policy at Bank of America
Industry Banking
Experience
Bank of America 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial 1999 - 2004
HRP Associates 1994 - 1999
North American Exploration 1993 - 1994
Education
New England College of Finance 2003 — 2005
Associate Professor
University of New Haven
Master of Science, Envionmental Management
Colby College 1989 — 1993
Bachelor of Arts, Geology / Biology
Bank of America 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial 1999 - 2004
HRP Associates 1994 - 1999
North American Exploration 1993 - 1994
Education
New England College of Finance 2003 — 2005
Associate Professor
University of New Haven
Master of Science, Envionmental Management
Colby College 1989 — 1993
Bachelor of Arts, Geology / Biology
Jaime de los Reyes's FleetBoston Financial Experience March 2001 - April 2004
Job Director, Communications & PR Strategy at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2014 - Present
Merrill Edge January 2009 - January 2014
Banc of America Investments December 2004 - January 2009
Bank of America May 2004 - December 2004
FleetBoston Financial March 2001 - April 2004
BankBoston June 1999 - February 2001
Skills
Series 7, Relationship Management, Banking, Investments, Risk Management, Customer Acquisition, Business Strategy, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Business Analysis, Financial Modeling, Financial Analysis, Analysis, Business Planning, Analytics, Business Process..., Cross-functional Team..., FINRA, Investment Banking, Start-ups, Strategy, Retail Banking, Retirement Planning, Equities, Asset Management, IRAs, Corporate Finance, Securities, Financial Planning, Bloomberg, Investment Advisory, Retirement, Process Improvement, Private Equity, CRM, Business Development, Fixed Income, Investment Management, Financial Risk, Mergers & Acquisitions, Competitive Analysis, Financial Advisory, Options, Trading, Investment Strategies, Valuation, Uniform Combined State..., Credit
Education
Boston College 1995 — 1999
Bachelor of Science, Finance, Marketing
Merrill Edge February 2014 - Present
Merrill Edge January 2009 - January 2014
Banc of America Investments December 2004 - January 2009
Bank of America May 2004 - December 2004
FleetBoston Financial March 2001 - April 2004
BankBoston June 1999 - February 2001
Skills
Series 7, Relationship Management, Banking, Investments, Risk Management, Customer Acquisition, Business Strategy, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Business Analysis, Financial Modeling, Financial Analysis, Analysis, Business Planning, Analytics, Business Process..., Cross-functional Team..., FINRA, Investment Banking, Start-ups, Strategy, Retail Banking, Retirement Planning, Equities, Asset Management, IRAs, Corporate Finance, Securities, Financial Planning, Bloomberg, Investment Advisory, Retirement, Process Improvement, Private Equity, CRM, Business Development, Fixed Income, Investment Management, Financial Risk, Mergers & Acquisitions, Competitive Analysis, Financial Advisory, Options, Trading, Investment Strategies, Valuation, Uniform Combined State..., Credit
Education
Boston College 1995 — 1999
Bachelor of Science, Finance, Marketing
Christine Speek's FleetBoston Financial Experience August 2000 - July 2002
Job Corporate Internal Auditor
Industry Accounting
Experience
FleetBoston Financial August 2000 - July 2002
Bentley University 1999 - 2000
BlumShapiro June 1998 - August 1998
Skills
Internal Audit, Accounting, Risk Management, Microsoft Office, Strategic Planning
Education
Bentley University 1999 — 2000
Master's Degree, Accounting, 3.82, High Distinction
Bentley University 1996 — 1999
Bachelor's Degree, Acccounting, Magna Cum Laude
FleetBoston Financial August 2000 - July 2002
Bentley University 1999 - 2000
BlumShapiro June 1998 - August 1998
Skills
Internal Audit, Accounting, Risk Management, Microsoft Office, Strategic Planning
Education
Bentley University 1999 — 2000
Master's Degree, Accounting, 3.82, High Distinction
Bentley University 1996 — 1999
Bachelor's Degree, Acccounting, Magna Cum Laude
Scott Dinjian's FleetBoston Financial Experience May 2000 - July 2004
Job AVP GWIM Finance at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Wellington Management July 2010 - September 2010
BNY Mellon July 2006 - May 2010
BNY Mellon July 2004 - July 2006
FLEETBOSTON FINANCIAL May 2000 - July 2004
TJX COMPANIES, INC May 1999 - May 2000
STRATUS COMPUTER LTD May 1997 - May 1998
Education
Boston University 2002 — 2007
Master's of Science; Bachelor of Science, Financial Economics; Finance
Ithaca College 1995 — 1999
Bachelor of Science in Finance
Bank of America September 2010 - Present
Wellington Management July 2010 - September 2010
BNY Mellon July 2006 - May 2010
BNY Mellon July 2004 - July 2006
FLEETBOSTON FINANCIAL May 2000 - July 2004
TJX COMPANIES, INC May 1999 - May 2000
STRATUS COMPUTER LTD May 1997 - May 1998
Education
Boston University 2002 — 2007
Master's of Science; Bachelor of Science, Financial Economics; Finance
Ithaca College 1995 — 1999
Bachelor of Science in Finance
Mr Felix Fontes's FleetBoston Financial Experience June 1998 - June 2001
Job Computer Science Instructor at Community College of Rhode Island
Industry Primary/Secondary Education
Experience
Community College of Rhode Island Computer Science InstructorCommunity College of Rhode IslandJanuary 1997 - Present
Bank of America January 2001 - April 2014
Bank Boston July 2001 - December 2007
FleetBoston Financial June 1998 - June 2001
Education
Rhode Island College 1993 — 1997
Bachelor’s Degree, COMPUTER INFORMATION SYSTEMS
Community College of Rhode Island 1990 — 1993
Associate’s Degree, Business Administration and Management, General
Community College of Rhode Island Computer Science InstructorCommunity College of Rhode IslandJanuary 1997 - Present
Bank of America January 2001 - April 2014
Bank Boston July 2001 - December 2007
FleetBoston Financial June 1998 - June 2001
Education
Rhode Island College 1993 — 1997
Bachelor’s Degree, COMPUTER INFORMATION SYSTEMS
Community College of Rhode Island 1990 — 1993
Associate’s Degree, Business Administration and Management, General
John Delmonico's FleetBoston Financial Experience May 1996 - January 2005
Job Head of Operational Risk Management Governance at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
Bank of America February 2012 - May 2014
Bank of America January 2009 - November 2011
Bank of America January 2007 - January 2009
Bank of America January 2005 - January 2007
FleetBoston Financial May 1996 - January 2005
Skills
CPA, Six Sigma, Risk Management, Banking, Portfolio Management, Credit Risk, Forecasting, Leadership, Accounting, Governance, Project Planning, Enterprise Risk..., Testing, Operational Risk, Business Analysis, Executive Management, Financial Risk, Financial Services, Process Improvement, Retail Banking, Finance
Education
Bryant University 1987 — 1993
MBA, Management
Bryant University 1975 — 1979
BS, Accounting
Citizens Financial Group, Inc. October 2014 - Present
Bank of America February 2012 - May 2014
Bank of America January 2009 - November 2011
Bank of America January 2007 - January 2009
Bank of America January 2005 - January 2007
FleetBoston Financial May 1996 - January 2005
Skills
CPA, Six Sigma, Risk Management, Banking, Portfolio Management, Credit Risk, Forecasting, Leadership, Accounting, Governance, Project Planning, Enterprise Risk..., Testing, Operational Risk, Business Analysis, Executive Management, Financial Risk, Financial Services, Process Improvement, Retail Banking, Finance
Education
Bryant University 1987 — 1993
MBA, Management
Bryant University 1975 — 1979
BS, Accounting
William Maag's FleetBoston Financial Experience November 1999 - March 2004
Job Managing Director Global Banking & Markets, Loan Syndications at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. May 2004 - Present
FleetBoston Financial November 1999 - March 2004
Fleet Bank July 1985 - November 1999
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Loan Origination, Credit Risk, Banking, Small Business Lending, Loans, Asset Based Lending, Capital Markets, Syndications, Leveraged Finance, Relationship Management, Corporate Finance, Underwriting, Structured Finance, Middle Market, Investment Banking, Financial Services, Financial Structuring, Commercial Mortgages, Financial Risk, Fixed Income, Mortgage Lending, Investments, Private Banking, Retail Banking, Bonds, Financial Modeling, Account Management, Equities, Financial Institutions, Asset Management, International Banking..., Valuation, Treasury Management, Consumer Lending, Cash Flow Lending, Cash Management
Education
Boston University - School of Management 1988 — 1991
MBA
Dartmouth College 1981 — 1985
BA, Government/Economics
Santander Bank, N.A. May 2004 - Present
FleetBoston Financial November 1999 - March 2004
Fleet Bank July 1985 - November 1999
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Loan Origination, Credit Risk, Banking, Small Business Lending, Loans, Asset Based Lending, Capital Markets, Syndications, Leveraged Finance, Relationship Management, Corporate Finance, Underwriting, Structured Finance, Middle Market, Investment Banking, Financial Services, Financial Structuring, Commercial Mortgages, Financial Risk, Fixed Income, Mortgage Lending, Investments, Private Banking, Retail Banking, Bonds, Financial Modeling, Account Management, Equities, Financial Institutions, Asset Management, International Banking..., Valuation, Treasury Management, Consumer Lending, Cash Flow Lending, Cash Management
Education
Boston University - School of Management 1988 — 1991
MBA
Dartmouth College 1981 — 1985
BA, Government/Economics
Laura Brogni Koundinya's FleetBoston Financial Experience August 2000 - June 2002
Job Director at Brogni Koundinya Consulting, Inc.
Industry Management Consulting
Experience
Brogni Koundinya Consulting, Inc. January 2013 - Present
Capital Link July 2002 - June 2010
FleetBoston Financial August 2000 - June 2002
Skills
Nonprofits, Community Development, Strategic Planning, Business Analysis, Grants, Entrepreneurship, Healthcare Management
Education
Boston University Questrom School of Business 1998 — 2000
MBA, Healthcare Management
Georgetown University 1992 — 1996
Bachelor of Science, Finance
Brogni Koundinya Consulting, Inc. January 2013 - Present
Capital Link July 2002 - June 2010
FleetBoston Financial August 2000 - June 2002
Skills
Nonprofits, Community Development, Strategic Planning, Business Analysis, Grants, Entrepreneurship, Healthcare Management
Education
Boston University Questrom School of Business 1998 — 2000
MBA, Healthcare Management
Georgetown University 1992 — 1996
Bachelor of Science, Finance
Stephen Burse's FleetBoston Financial Experience January 2000 - June 2004
Job SVP, Senior Credit Officer, EverBank
Industry Banking
Experience
EverBank March 2012 - Present
Metlife Bank September 2010 - March 2012
Sovereign Santander June 2004 - September 2010
FleetBoston Financial January 2000 - June 2004
Evergreen Investment Management Co January 1997 - January 2000
Investors Bank & Trust Company July 1993 - January 1997
State Street Bank & Trust Co April 1992 - April 1993
Skills
Loans, Mortgage Banking, Credit Analysis, Mortgage, Credit
Education
Boston College 1995 — 1999
MBA, Finance
UMass Lowell 1987 — 1991
Bachelor of Science (BS), Business Administration
EverBank March 2012 - Present
Metlife Bank September 2010 - March 2012
Sovereign Santander June 2004 - September 2010
FleetBoston Financial January 2000 - June 2004
Evergreen Investment Management Co January 1997 - January 2000
Investors Bank & Trust Company July 1993 - January 1997
State Street Bank & Trust Co April 1992 - April 1993
Skills
Loans, Mortgage Banking, Credit Analysis, Mortgage, Credit
Education
Boston College 1995 — 1999
MBA, Finance
UMass Lowell 1987 — 1991
Bachelor of Science (BS), Business Administration
Joe Tavolieri, CFA's FleetBoston Financial Experience June 1999 - March 2004
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management February 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial June 1999 - March 2004
Federal Deposit Insurance Corporation April 1991 - April 1997
Skills
Asset Management, Fixed Income, High Yield, Leveraged Finance, Credit Analysis, Credit, Fundamental Research, Investments, Financial Modeling
Education
Columbia Business School 1997 — 1999
MBA, Finance and Financial Management Services
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services, Magna Cum Laude
Deutsche Asset Management February 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial June 1999 - March 2004
Federal Deposit Insurance Corporation April 1991 - April 1997
Skills
Asset Management, Fixed Income, High Yield, Leveraged Finance, Credit Analysis, Credit, Fundamental Research, Investments, Financial Modeling
Education
Columbia Business School 1997 — 1999
MBA, Finance and Financial Management Services
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services, Magna Cum Laude
David Molin, CFA's FleetBoston Financial Experience April 1999 - May 2000
Job SVP, Director of Research at Fiduciary Capital Management
Industry Investment Management
Experience
Fiduciary Capital Management June 2000 - Present
FleetBoston Financial April 1999 - May 2000
FDIC - Division of Supervision July 1992 - March 1999
Skills
Credit Analysis, Risk Management, Investments, Capital Markets, Asset Management, Portfolio Management, Fixed Income, Financial Analysis, Asset Allocation, Financial Modeling, Insurance, Investment Management, Bonds, Retirement, Securities, Bloomberg, Credit, Banking
Education
Bentley University 1988 — 1992
Bachelor's degree, Finance, Cum Laude
Fiduciary Capital Management June 2000 - Present
FleetBoston Financial April 1999 - May 2000
FDIC - Division of Supervision July 1992 - March 1999
Skills
Credit Analysis, Risk Management, Investments, Capital Markets, Asset Management, Portfolio Management, Fixed Income, Financial Analysis, Asset Allocation, Financial Modeling, Insurance, Investment Management, Bonds, Retirement, Securities, Bloomberg, Credit, Banking
Education
Bentley University 1988 — 1992
Bachelor's degree, Finance, Cum Laude
Laurie Grenier's FleetBoston Financial Experience 1994 - 2004
Job Vice President Business Support Manager at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
FleetBoston Financial 1994 - 2004
GE Capital Mortgage 1992 - 1994
The Dun & Bradstreet Corporation 1991 - 1992
Education
Bryant University 1995 — 1999
Master of Business Administration (MBA), Finance, General
Colgate University 1986 — 1990
Bachelor of Arts (BA), Economics
Bank of America March 2010 - Present
FleetBoston Financial 1994 - 2004
GE Capital Mortgage 1992 - 1994
The Dun & Bradstreet Corporation 1991 - 1992
Education
Bryant University 1995 — 1999
Master of Business Administration (MBA), Finance, General
Colgate University 1986 — 1990
Bachelor of Arts (BA), Economics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation