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
FleetBoston Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FleetBoston Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FleetBoston Financial Salaries. You can even request information on how much does FleetBoston Financial pay if you want to. Learn about salaries, pros and cons of working for FleetBoston Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
350 FleetBoston Financial employees in database. Find out everything there's to know about FleetBoston Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
FleetBoston Financial Employees
Employee
Years
Job
Industry
Ellyn Wolfe Ellyn Wolfe's FleetBoston Financial Experience 2000 - 2004
Job Dedicated HR professional and Life Coach, developing people & companies to be their best.
Industry Human Resources
Experience
Ellyn Wolfe 2004 - Present
UCSD Center for Mindfulness October 2012 - November 2013
San Diego Convention Center August 2005 - July 2012
FleetBoston Financial 2000 - 2004
WFD 1995 - 1999
Skills
Organizational..., Performance Management, Coaching, Change Management, Talent Management, Onboarding, Team Building, Strategic Planning, Personnel Management, Employee Engagement, Management, Human Resources, Leadership, Executive Coaching, Leadership Development, Program Management, Event Planning, Customer Service, Public Speaking, Training
Education
Harvard University
Bachelor Liberal Arts (ALB), Psychology, cum laude
Harvard University Graduate School of Education
Master of Education (M.Ed.), Human Development & Psychology;Organizational Behavior
Fielding Graduate University 2006 — 2007
Masters Certificate, Evidence Based Coaching
Ellyn Wolfe 2004 - Present
UCSD Center for Mindfulness October 2012 - November 2013
San Diego Convention Center August 2005 - July 2012
FleetBoston Financial 2000 - 2004
WFD 1995 - 1999
Skills
Organizational..., Performance Management, Coaching, Change Management, Talent Management, Onboarding, Team Building, Strategic Planning, Personnel Management, Employee Engagement, Management, Human Resources, Leadership, Executive Coaching, Leadership Development, Program Management, Event Planning, Customer Service, Public Speaking, Training
Education
Harvard University
Bachelor Liberal Arts (ALB), Psychology, cum laude
Harvard University Graduate School of Education
Master of Education (M.Ed.), Human Development & Psychology;Organizational Behavior
Fielding Graduate University 2006 — 2007
Masters Certificate, Evidence Based Coaching
Daniel W. Shoemaker III Daniel W. Shoemaker III's FleetBoston Financial Experience 2001 - 2003
Job VP / Digital Content Production Manager, JPMorgan Chase & Co.
Industry Internet
Experience
JPMORGAN CHASE February 2005 - Present
Bank of America 2003 - 2004
FleetBoston Financial 2001 - 2003
CDNOW 1999 - 2001
TEMPLE UNIVERSITY 1996 - 1999
Skills
Analytics, E-commerce, User Experience, Product Management, Web Analytics, Online Marketing, Graphic Design, Email Marketing, CRM, Digital Marketing, User Interface Design, Direct Marketing, Marketing, Social Media Marketing, Content Management, Creative Direction, Marketing Strategy, Cross-functional Team..., Management, Information Architecture, Online Advertising, Digital Strategy, SEM, SEO, Usability, HTML, Mobile Devices, Mobile Marketing, Digital Media, Google Analytics, Mobile Applications, Web Project Management, Requirements Analysis
Education
Temple University 1996 — 2000
BA
West Chester East Senior High
JPMORGAN CHASE February 2005 - Present
Bank of America 2003 - 2004
FleetBoston Financial 2001 - 2003
CDNOW 1999 - 2001
TEMPLE UNIVERSITY 1996 - 1999
Skills
Analytics, E-commerce, User Experience, Product Management, Web Analytics, Online Marketing, Graphic Design, Email Marketing, CRM, Digital Marketing, User Interface Design, Direct Marketing, Marketing, Social Media Marketing, Content Management, Creative Direction, Marketing Strategy, Cross-functional Team..., Management, Information Architecture, Online Advertising, Digital Strategy, SEM, SEO, Usability, HTML, Mobile Devices, Mobile Marketing, Digital Media, Google Analytics, Mobile Applications, Web Project Management, Requirements Analysis
Education
Temple University 1996 — 2000
BA
West Chester East Senior High
Jason Rotole Jason Rotole's FleetBoston Financial Experience 1994 - 1999
Job Analytics Client Architect IBM Analytics
Industry Information Technology and Services
Experience
IBM January 2011 - Present
Blazent January 2008 - January 2011
Comerica 2004 - January 2008
Thomson Reuters 1999 - 2004
FleetBoston Financial 1994 - 1999
Skills
SQL, Databases, Data Warehousing, XML, JavaScript, Linux, Unix, Business Intelligence, Shell Scripting, ETL, CRM, Enterprise Software, Project Management, Data Integration, Solution Architecture, Enterprise Architecture, Integration, System Administration, Cloud Computing, Oracle, SOA, Requirements Analysis, Agile Methodologies, Software Project...
Education
Oakland University 1997 — 2003
IBM January 2011 - Present
Blazent January 2008 - January 2011
Comerica 2004 - January 2008
Thomson Reuters 1999 - 2004
FleetBoston Financial 1994 - 1999
Skills
SQL, Databases, Data Warehousing, XML, JavaScript, Linux, Unix, Business Intelligence, Shell Scripting, ETL, CRM, Enterprise Software, Project Management, Data Integration, Solution Architecture, Enterprise Architecture, Integration, System Administration, Cloud Computing, Oracle, SOA, Requirements Analysis, Agile Methodologies, Software Project...
Education
Oakland University 1997 — 2003
Eleanor (Flick) Lyons Eleanor (Flick) Lyons's FleetBoston Financial Experience May 2000 - May 2004
Job Leadership Coach │Strategic Facilitator │Speaker
Industry Management Consulting
Experience
Human Edge Resources, LLC June 2007 - Present
PPS International May 2007 - Present
Human Edge Resources, LLC June 2007 - Present
GLS Worldwide LLC December 2012 - December 2014
The Oxford Group April 2010 - December 2014
Career Systems International April 2007 - January 2012
Merrill Lynch October 2004 - March 2007
FleetBoston Financial May 2000 - May 2004
GE Financial Assurance February 1997 - May 2000
General Electric Company (GE) 1992 - 2000
Skills
Strategic Planning, Strategic Planning..., Executive Coaching, Instructional Design, Instructor-led Training, Leadership Workshops, Training & Development, Team Building, Cross-functional Team..., Change Management, Management Consulting, Leadership Development, Organizational..., Organizational Change, Organizational..., Meeting Planning, Corporate Meetings, Business Meetings, Large Group Facilitation, HR Consulting, Performance Consulting, HR Strategy, HR Solutions, Performance Management, Performance Improvement, Six Sigma, Leadership, Personnel Management, Workshop Facilitation, GE Workout, CAP, Coaching, Employee Training, Onboarding, Training, Human Resources, Management, Talent Management, Employee Engagement, HRIS, Organizational Design, Culture Change, Conflict Resolution, Career Development, Succession Planning, Management Development, Executive Development, Training Delivery, Career Management, Emotional Intelligence
Education
Saint Joseph's University 1994 — 1997
Masters, Training & Organizational Development
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Coaching Program
GE Crotonville 1996 — 1996
New Manager Development Course
Temple University 1984 — 1989
BBA, Human Resources
HS for Creative & Performing Arts 1979 — 1983
Drama
Human Edge Resources, LLC June 2007 - Present
PPS International May 2007 - Present
Human Edge Resources, LLC June 2007 - Present
GLS Worldwide LLC December 2012 - December 2014
The Oxford Group April 2010 - December 2014
Career Systems International April 2007 - January 2012
Merrill Lynch October 2004 - March 2007
FleetBoston Financial May 2000 - May 2004
GE Financial Assurance February 1997 - May 2000
General Electric Company (GE) 1992 - 2000
Skills
Strategic Planning, Strategic Planning..., Executive Coaching, Instructional Design, Instructor-led Training, Leadership Workshops, Training & Development, Team Building, Cross-functional Team..., Change Management, Management Consulting, Leadership Development, Organizational..., Organizational Change, Organizational..., Meeting Planning, Corporate Meetings, Business Meetings, Large Group Facilitation, HR Consulting, Performance Consulting, HR Strategy, HR Solutions, Performance Management, Performance Improvement, Six Sigma, Leadership, Personnel Management, Workshop Facilitation, GE Workout, CAP, Coaching, Employee Training, Onboarding, Training, Human Resources, Management, Talent Management, Employee Engagement, HRIS, Organizational Design, Culture Change, Conflict Resolution, Career Development, Succession Planning, Management Development, Executive Development, Training Delivery, Career Management, Emotional Intelligence
Education
Saint Joseph's University 1994 — 1997
Masters, Training & Organizational Development
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Coaching Program
GE Crotonville 1996 — 1996
New Manager Development Course
Temple University 1984 — 1989
BBA, Human Resources
HS for Creative & Performing Arts 1979 — 1983
Drama
Carlos Figueroa Carlos Figueroa's FleetBoston Financial Experience August 2000 - July 2004
Job Managing Partner and Chief Sales Officer at HDI America LLC
Industry Information Technology and Services
Experience
Grupo HDI November 2012 - Present
Citigroup November 2005 - October 2012
CF Exports 2004 - 2005
FleetBoston Financial August 2000 - July 2004
Citigroup 1982 - 2000
Skills
Management, Business Development, Risk Management, IT Service Management, Strategy, Program Management, Banking, IT Management, Strategic Planning, SDLC, Mergers & Acquisitions, Data Center, Software Documentation, Project Management, Software Development, Team Building, Business Analysis, Project Planning, Integration, IT Strategy, Mergers, Quality Assurance, Vendor Management, Business Intelligence, Process Improvement, Enterprise Software, Team Leadership, Leadership, Information Technology, Business Strategy
Education
Pontificia Universidad Católica de Valparaíso 1973 — 1979
B.S., Electronic Engineering
Seminario San Rafael, Valparaiso, Chile
Grupo HDI November 2012 - Present
Citigroup November 2005 - October 2012
CF Exports 2004 - 2005
FleetBoston Financial August 2000 - July 2004
Citigroup 1982 - 2000
Skills
Management, Business Development, Risk Management, IT Service Management, Strategy, Program Management, Banking, IT Management, Strategic Planning, SDLC, Mergers & Acquisitions, Data Center, Software Documentation, Project Management, Software Development, Team Building, Business Analysis, Project Planning, Integration, IT Strategy, Mergers, Quality Assurance, Vendor Management, Business Intelligence, Process Improvement, Enterprise Software, Team Leadership, Leadership, Information Technology, Business Strategy
Education
Pontificia Universidad Católica de Valparaíso 1973 — 1979
B.S., Electronic Engineering
Seminario San Rafael, Valparaiso, Chile
Daniel Hapner's FleetBoston Financial Experience January 2000 - June 2002
Job Director Mortgage Sales at Meriwest Credit Union
Industry Real Estate
Experience
Meriwest Credit Union August 2012 - Present
Meriwest Credit Union July 2012 - Present
Zip Realty July 2010 - July 2012
Discovery Mortgage June 2002 - July 2010
FleetBoston Financial January 2000 - June 2002
North American Mortgage Company January 1998 - August 2000
Skills
Real Estate, Investment Properties, Mortgage Lending, Recruiting, Start-ups, Product Management, Training, Business Development, Loans, Management, Selling, Real Estate Economics, Residential Homes, Team Building, Refinance, Loan Origination, Sales, Budgets, REO, Finance, Property Management, First Time Home Buyers, Short Sales, Portfolio Management, Sales Management
Education
Moorpark College 1989 — 1991
Real Estate Science, Real Estate Law and Practice
Mortgage and Real Estate Broker
Meriwest Credit Union August 2012 - Present
Meriwest Credit Union July 2012 - Present
Zip Realty July 2010 - July 2012
Discovery Mortgage June 2002 - July 2010
FleetBoston Financial January 2000 - June 2002
North American Mortgage Company January 1998 - August 2000
Skills
Real Estate, Investment Properties, Mortgage Lending, Recruiting, Start-ups, Product Management, Training, Business Development, Loans, Management, Selling, Real Estate Economics, Residential Homes, Team Building, Refinance, Loan Origination, Sales, Budgets, REO, Finance, Property Management, First Time Home Buyers, Short Sales, Portfolio Management, Sales Management
Education
Moorpark College 1989 — 1991
Real Estate Science, Real Estate Law and Practice
Mortgage and Real Estate Broker
Caren Belli Caren Belli's FleetBoston Financial Experience January 2000 - April 2004
Job Senior Advisor, Compensation & Benefits Communications at CVS Health
Industry Writing and Editing
Experience
FM Global June 2012 - December 2013
Bank of America June 2011 - February 2012
Bank of America October 2010 - May 2011
Bank of America March 2010 - September 2010
Bank of America May 2008 - February 2010
Bank of America February 2006 - April 2008
Bank of America January 2005 - February 2006
Bank of America April 2004 - December 2004
FleetBoston Financial January 2000 - April 2004
Skills
Banking, Change Management, Coaching, Communication Training, Copywriting, Corporate Communications, Creative Direction, Editing, Internal Communications, Human Resources, Newsletters, Strategic Communications
Education
Florida Southern College 1982 — 1986
BS, Psychology
FM Global June 2012 - December 2013
Bank of America June 2011 - February 2012
Bank of America October 2010 - May 2011
Bank of America March 2010 - September 2010
Bank of America May 2008 - February 2010
Bank of America February 2006 - April 2008
Bank of America January 2005 - February 2006
Bank of America April 2004 - December 2004
FleetBoston Financial January 2000 - April 2004
Skills
Banking, Change Management, Coaching, Communication Training, Copywriting, Corporate Communications, Creative Direction, Editing, Internal Communications, Human Resources, Newsletters, Strategic Communications
Education
Florida Southern College 1982 — 1986
BS, Psychology
Rama Malone's FleetBoston Financial Experience June 2000 - March 2004
Job Portfolio Manager, Trader and Credit Risk Advisor
Industry Capital Markets
Experience
Deutsche Bank February 2009 - January 2015
Deutsche Bank February 2005 - February 2009
Deutsche Bank August 2004 - February 2005
FleetBoston Financial June 2000 - March 2004
BankBoston March 1999 - June 2000
PaineWebber May 1996 - December 1998
PaineWebber November 1993 - May 1996
Skills
Credit Derivatives, Interest Rate..., Bond Markets, Trading Strategies, Proprietary Trading, Futures Trading, Bloomberg Terminal, Portfolio Management, Asset Management, Quantitative Analytics, Capital Structure, Arbitrage, Options, Leveraged Finance, Corporate Credit, High Yield Bonds, Loans, Emerging Markets, Fixed Income, Equities, Bonds, Trading, Derivatives, Capital Markets, Swaps, Interest Rates, Investment Banking, Hedging, Credit, Credit Risk, Risk Management, Financial Markets, Financial Analysis, Structured Finance, Finance, Corporate Finance, CDS, Credit Analysis
Education
Michigan State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science & Economics
Deutsche Bank February 2009 - January 2015
Deutsche Bank February 2005 - February 2009
Deutsche Bank August 2004 - February 2005
FleetBoston Financial June 2000 - March 2004
BankBoston March 1999 - June 2000
PaineWebber May 1996 - December 1998
PaineWebber November 1993 - May 1996
Skills
Credit Derivatives, Interest Rate..., Bond Markets, Trading Strategies, Proprietary Trading, Futures Trading, Bloomberg Terminal, Portfolio Management, Asset Management, Quantitative Analytics, Capital Structure, Arbitrage, Options, Leveraged Finance, Corporate Credit, High Yield Bonds, Loans, Emerging Markets, Fixed Income, Equities, Bonds, Trading, Derivatives, Capital Markets, Swaps, Interest Rates, Investment Banking, Hedging, Credit, Credit Risk, Risk Management, Financial Markets, Financial Analysis, Structured Finance, Finance, Corporate Finance, CDS, Credit Analysis
Education
Michigan State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science & Economics
Jeanne Rath Jeanne Rath's FleetBoston Financial Experience July 1992 - July 2002
Job Owner, Innovative Business Solutions, LLC
Industry Accounting
Experience
Innovative Business Solutions, LLC August 2006 - Present
FleetBoston Financial July 1992 - July 2002
Skills
Fraud Investigations, Embezzlement..., Quickbooks, Bookkeeping, Account Reconciliation, Software Training, Certified QuickBooks..., Accounting, Accounts Payable, Accounts Receivable, Notary Public, Hands-on Training, QuickBooks, Fraud, Small Business, Payroll, Tax Preparation, Internal Audit, Sales Tax, Time Management, Budgets, General Ledger, Tax, Training, Microsoft Office, Leadership, Strategy, Entrepreneurship, Nonprofits, Management, Start-ups, Consulting, Finance
Education
Hofstra University
American Institute of Banking
St. Dominic High School
St. Martin of Tours
Innovative Business Solutions, LLC August 2006 - Present
FleetBoston Financial July 1992 - July 2002
Skills
Fraud Investigations, Embezzlement..., Quickbooks, Bookkeeping, Account Reconciliation, Software Training, Certified QuickBooks..., Accounting, Accounts Payable, Accounts Receivable, Notary Public, Hands-on Training, QuickBooks, Fraud, Small Business, Payroll, Tax Preparation, Internal Audit, Sales Tax, Time Management, Budgets, General Ledger, Tax, Training, Microsoft Office, Leadership, Strategy, Entrepreneurship, Nonprofits, Management, Start-ups, Consulting, Finance
Education
Hofstra University
American Institute of Banking
St. Dominic High School
St. Martin of Tours
Amy Peden Hakim Amy Peden Hakim's FleetBoston Financial Experience 1997 - 2004
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 1997 - Present
Bank of America 2004 - 2009
FleetBoston Financial 1997 - 2004
First Union National Bank 1996 - 1997
Skills
Capital Markets, Corporate Finance, Risk Management, Treasury Services, Credit Risk, Credit Analysis, Sales, Fixed Income
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Economics/Business
Bank of America Merrill Lynch 1997 - Present
Bank of America 2004 - 2009
FleetBoston Financial 1997 - 2004
First Union National Bank 1996 - 1997
Skills
Capital Markets, Corporate Finance, Risk Management, Treasury Services, Credit Risk, Credit Analysis, Sales, Fixed Income
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Economics/Business
Russ Bouchard, CPP Russ Bouchard, CPP's FleetBoston Financial Experience 1995 - 2001
Job BoardCertified Business Security and Risk Management Executive
Industry Biotechnology
Experience
Synageva BioPharma Corp. 2014 - Present
Sanofi 2011 - 2014
Biogen Idec 2001 - 2011
FleetBoston Financial 1995 - 2001
Skills
Physical Security, Executive Protection, Crisis Management, Risk Assessment, Business Continuity, Corporate Security, Security Operations, Private Investigations, Security, Leadership, Security Management, Policy, Counterterrorism, CCTV, Investigation, Surveillance, Access Control, Risk Management, Background Checks, Security Audits, Security Training, Internal Investigations, Workplace Violence, Emergency Management, Security Awareness, Protection, Tactics, Fraud, Vulnerability Assessment, Homeland Security, Asset Protection, Enforcement, Business Continuity..., Supervisory Skills, Contingency Planning, Information Security..., Criminal Investigations, Risk Analysis, Information Security, Security+, Security Clearance, Firearms, FCPA, Computer Forensics, Law Enforcement, Leadership Development, Cross-functional Team..., Enterprise Risk...
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Saint Anselm College
Bachelor of Science (BS)
Synageva BioPharma Corp. 2014 - Present
Sanofi 2011 - 2014
Biogen Idec 2001 - 2011
FleetBoston Financial 1995 - 2001
Skills
Physical Security, Executive Protection, Crisis Management, Risk Assessment, Business Continuity, Corporate Security, Security Operations, Private Investigations, Security, Leadership, Security Management, Policy, Counterterrorism, CCTV, Investigation, Surveillance, Access Control, Risk Management, Background Checks, Security Audits, Security Training, Internal Investigations, Workplace Violence, Emergency Management, Security Awareness, Protection, Tactics, Fraud, Vulnerability Assessment, Homeland Security, Asset Protection, Enforcement, Business Continuity..., Supervisory Skills, Contingency Planning, Information Security..., Criminal Investigations, Risk Analysis, Information Security, Security+, Security Clearance, Firearms, FCPA, Computer Forensics, Law Enforcement, Leadership Development, Cross-functional Team..., Enterprise Risk...
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Saint Anselm College
Bachelor of Science (BS)
Christine M. Bizzaro Christine M. Bizzaro's FleetBoston Financial Experience November 1998 - June 2004
Job Sales Development Project Manager Citizens Bank, Student Lending
Industry Banking
Experience
Citizens Bank March 2015 - Present
Citizens Bank March 2011 - Present
Citizens Bank 2011 - 2015
Sovereign Bank 2006 - 2010
Bank of America June 2004 - May 2006
FleetBoston Financial November 1998 - June 2004
BankBoston 1996 - 1999
Skills
Banking, Retail Banking, Business Banking, Microsoft Office, Leadership Development, Training Delivery, Marketing Strategy, Training Design and..., Project Management, Management, Job Coaching, Small Business Lending, Data Analysis, Event Planning, Customer Service..., Sales Leadership..., Sales Rep Training, Organizational..., Staff Development, Program Evaluation, Job Evaluation, Sales Process, Sales Management, Time Management, Adult Learning Theory, Adult Learning..., Photoshop, Classroom Management, Problem Solving, Leadership, Consumer Lending, Lines Of Credit, Deposits, Training, Commercial Banking, Credit, Loans
Education
New England College of Business and Finance
Business Administration and Management
Citizens Bank March 2015 - Present
Citizens Bank March 2011 - Present
Citizens Bank 2011 - 2015
Sovereign Bank 2006 - 2010
Bank of America June 2004 - May 2006
FleetBoston Financial November 1998 - June 2004
BankBoston 1996 - 1999
Skills
Banking, Retail Banking, Business Banking, Microsoft Office, Leadership Development, Training Delivery, Marketing Strategy, Training Design and..., Project Management, Management, Job Coaching, Small Business Lending, Data Analysis, Event Planning, Customer Service..., Sales Leadership..., Sales Rep Training, Organizational..., Staff Development, Program Evaluation, Job Evaluation, Sales Process, Sales Management, Time Management, Adult Learning Theory, Adult Learning..., Photoshop, Classroom Management, Problem Solving, Leadership, Consumer Lending, Lines Of Credit, Deposits, Training, Commercial Banking, Credit, Loans
Education
New England College of Business and Finance
Business Administration and Management
John Winterbottom John Winterbottom's FleetBoston Financial Experience March 2001 - June 2004
Job Artist specializing in oil painting
Industry Fine Art
Experience
johnbwinterbottom.com September 2012 - Present
johnbwinterbottom.com September 2012 - Present
Winterbottom January 2012 - June 2012
Nelson & Associates February 2004 - January 2011
FleetBoston Financial March 2001 - June 2004
Summit Bank 1996 - 2001
Phillips Janson 1985 - 1991
Skills
Space Planning, AutoCAD, Strategic Planning, Mergers, Architectural Design, Corporate Real Estate, Space-planning, Mergers & Acquisitions, Space planning, Project Management, Facilities Management, LEED AP, Project Planning, Sustainable Design, Management, Leadership, Strategy, Interior Architecture
Education
Pratt Institute 1974 — 1978
BA, Environmental Design
johnbwinterbottom.com September 2012 - Present
johnbwinterbottom.com September 2012 - Present
Winterbottom January 2012 - June 2012
Nelson & Associates February 2004 - January 2011
FleetBoston Financial March 2001 - June 2004
Summit Bank 1996 - 2001
Phillips Janson 1985 - 1991
Skills
Space Planning, AutoCAD, Strategic Planning, Mergers, Architectural Design, Corporate Real Estate, Space-planning, Mergers & Acquisitions, Space planning, Project Management, Facilities Management, LEED AP, Project Planning, Sustainable Design, Management, Leadership, Strategy, Interior Architecture
Education
Pratt Institute 1974 — 1978
BA, Environmental Design
Peter Poulle Peter Poulle's FleetBoston Financial Experience 1995 - 2000
Job Director Governance Risk & Compliance
Industry Financial Services
Experience
Trion Group, a Marsh & McLennan Agency, LLC Company June 2013 - Present
ACE Group November 2010 - June 2013
21st Century Insurance and Financial Services April 2004 - October 2010
Cendant/PHH Mortgage June 2003 - April 2004
Access Group, Inc May 2000 - September 2002
FleetBoston Financial 1995 - 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Financial..., Financial Risk, Financial Audits, Certified Fraud Examiner, Change Management, Risk Management, Enterprise Risk..., Finance, Auditing, Internal Audit, Banking, Internal Controls, Forecasting, Financial Planning, Process Improvement
Education
Saint Joseph's University 1975 — 1983
MBA, BANKING & FINANCE
Saint Joseph's University 1975 — 1980
Bachelor of Science (BS), MANAGEMENT - MARKETING SCIENCE
Trion Group, a Marsh & McLennan Agency, LLC Company June 2013 - Present
ACE Group November 2010 - June 2013
21st Century Insurance and Financial Services April 2004 - October 2010
Cendant/PHH Mortgage June 2003 - April 2004
Access Group, Inc May 2000 - September 2002
FleetBoston Financial 1995 - 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Financial..., Financial Risk, Financial Audits, Certified Fraud Examiner, Change Management, Risk Management, Enterprise Risk..., Finance, Auditing, Internal Audit, Banking, Internal Controls, Forecasting, Financial Planning, Process Improvement
Education
Saint Joseph's University 1975 — 1983
MBA, BANKING & FINANCE
Saint Joseph's University 1975 — 1980
Bachelor of Science (BS), MANAGEMENT - MARKETING SCIENCE
Steve Massad Steve Massad's FleetBoston Financial Experience January 2003 - May 2003
Job Manager of Financial Planning & Analysis
Industry Computer Software
Experience
Blackboard June 2014 - Present
Rosetta Stone October 2012 - June 2014
General Dynamics May 2008 - October 2012
General Dynamics December 2007 - May 2008
General Dynamics Electric Boat May 2006 - November 2007
General Dynamics Electric Boat June 2003 - May 2006
FleetBoston Financial January 2003 - May 2003
General Dynamics Electric Boat May 2000 - August 2002
Skills
Financial Strategy, Valuation, Financial Statement..., Financial Reporting, Financial Analysis, Treasury, Financial Structuring, Portfolio Management, Equity Valuation, Investment Strategies, Quantitative Investing, Financial Engineering, Government Contracting, Personal Finance, Financial Forecasting, Forecasting, Finance, Corporate Finance, Analysis, Leadership, Program Management, Financial Modeling, Management, Accounting, Strategic Planning, Process Improvement, Mergers & Acquisitions, Variance Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
MS, Business and Management: Finance, 3.76
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA, Finance, 3.82
Providence College 1999 — 2003
BS, Finance, 3.30
Saint Bernard High School 1995 — 1999
Blackboard June 2014 - Present
Rosetta Stone October 2012 - June 2014
General Dynamics May 2008 - October 2012
General Dynamics December 2007 - May 2008
General Dynamics Electric Boat May 2006 - November 2007
General Dynamics Electric Boat June 2003 - May 2006
FleetBoston Financial January 2003 - May 2003
General Dynamics Electric Boat May 2000 - August 2002
Skills
Financial Strategy, Valuation, Financial Statement..., Financial Reporting, Financial Analysis, Treasury, Financial Structuring, Portfolio Management, Equity Valuation, Investment Strategies, Quantitative Investing, Financial Engineering, Government Contracting, Personal Finance, Financial Forecasting, Forecasting, Finance, Corporate Finance, Analysis, Leadership, Program Management, Financial Modeling, Management, Accounting, Strategic Planning, Process Improvement, Mergers & Acquisitions, Variance Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
MS, Business and Management: Finance, 3.76
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA, Finance, 3.82
Providence College 1999 — 2003
BS, Finance, 3.30
Saint Bernard High School 1995 — 1999
Anthony Levo Anthony Levo's FleetBoston Financial Experience October 2000 - April 2004
Job Executive Communications & Event Management at Bank of America
Industry Banking
Experience
Bank of America April 2004 - Present
FleetBoston Financial October 2000 - April 2004
Century Bank and Trust Company January 2000 - December 2000
US Trust Boston January 1996 - January 2000
BayBank Boston January 1991 - January 1996
Skills
Strategic Planning, Marketing Strategy, Project Management, strategic com, Training, Team Building, Strategy, Strategic Communications, Sales, Retail, Marketing, Management, Leadership, Internal Communications, Executive Management, Event Management, Banking, Advertising
Education
Massachusetts School of Law 1994 — 1997
Juris Doctor, Law
Siena College 1985 — 1989
Bachelor of Science, Marketing and Management
Bank of America April 2004 - Present
FleetBoston Financial October 2000 - April 2004
Century Bank and Trust Company January 2000 - December 2000
US Trust Boston January 1996 - January 2000
BayBank Boston January 1991 - January 1996
Skills
Strategic Planning, Marketing Strategy, Project Management, strategic com, Training, Team Building, Strategy, Strategic Communications, Sales, Retail, Marketing, Management, Leadership, Internal Communications, Executive Management, Event Management, Banking, Advertising
Education
Massachusetts School of Law 1994 — 1997
Juris Doctor, Law
Siena College 1985 — 1989
Bachelor of Science, Marketing and Management
Peter Hamilton Nee's FleetBoston Financial Experience 2000 - 2003
Job Vice President, Investments at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial 2009 - Present
Merrill Lynch March 2003 - January 2009
Bank of Boston 1983 - March 2003
FleetBoston Financial 2000 - 2003
BankBoston FInancial 1984 - 2003
Education
Gordon College 1977 — 1981
BA
Rothesay Collegiate School 1972 — 1977
HS
Ancient and Honorable Artillery Company of Massachusetts
Sovereign Military Order of The Temple of Jerusalem: Grand Priory of the United States of America
Sovereign Military Order of the Temple of Jerusalem: Co-Chair Grand Convent and Investature 2015
Winslow Lewis Lodge
UBS Financial 2009 - Present
Merrill Lynch March 2003 - January 2009
Bank of Boston 1983 - March 2003
FleetBoston Financial 2000 - 2003
BankBoston FInancial 1984 - 2003
Education
Gordon College 1977 — 1981
BA
Rothesay Collegiate School 1972 — 1977
HS
Ancient and Honorable Artillery Company of Massachusetts
Sovereign Military Order of The Temple of Jerusalem: Grand Priory of the United States of America
Sovereign Military Order of the Temple of Jerusalem: Co-Chair Grand Convent and Investature 2015
Winslow Lewis Lodge
Rob Marcy Rob Marcy's FleetBoston Financial Experience 2000 - 2004
Job Finance & Accounting Professional
Industry Financial Services
Experience
Bank of America May 2013 - Present
Randstad Finance & Accounting October 2011 - April 2013
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1996 - 2000
BankBoston 1992 - 1996
Skills
Cash Management, Financial Analysis, Finance, Forecasting, Banking, Management, Strategic Planning, General Ledger, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Financial Accounting, Budgets, Financial Modeling, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Managerial Finance, Microsoft Excel, Process Improvement, QuickBooks, Microsoft Word, Investments, Treasury Management, Financial Planning
Education
Newton South High School
Northeastern University
Bachelor, Accounting
Bank of America May 2013 - Present
Randstad Finance & Accounting October 2011 - April 2013
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1996 - 2000
BankBoston 1992 - 1996
Skills
Cash Management, Financial Analysis, Finance, Forecasting, Banking, Management, Strategic Planning, General Ledger, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Financial Accounting, Budgets, Financial Modeling, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Managerial Finance, Microsoft Excel, Process Improvement, QuickBooks, Microsoft Word, Investments, Treasury Management, Financial Planning
Education
Newton South High School
Northeastern University
Bachelor, Accounting
Dan Higgins Dan Higgins's FleetBoston Financial Experience January 2000 - January 2001
Job Account Executive International Group Program at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
Kemper Investors September 2008 - November 2013
UBS Financial 2005 2005 - 2008
Morgan Stanley January 2001 - January 2005
FleetBoston Financial January 2000 - January 2001
Skills
Wealth Transfer, Retirement Solutions, Strategy Development, Retirement Planning, Annuities, Cross Selling, Series 7, Asset Allocation, Alternative Investments, Options, Series 63, 401k, Fixed Income, Estate Planning, Hedge Funds, ETFs, Insurance, Private Banking, Bonds, Employee Benefits, Mutual Funds, Financial Advisory, Banking, Institutional, Wealth Management, Investment Strategies, Sales Management
Education
Providence College 1985 — 1989
Bus Admin, Finance
Belmont High 1981 — 1985
John Hancock Financial Services November 2013 - Present
Kemper Investors September 2008 - November 2013
UBS Financial 2005 2005 - 2008
Morgan Stanley January 2001 - January 2005
FleetBoston Financial January 2000 - January 2001
Skills
Wealth Transfer, Retirement Solutions, Strategy Development, Retirement Planning, Annuities, Cross Selling, Series 7, Asset Allocation, Alternative Investments, Options, Series 63, 401k, Fixed Income, Estate Planning, Hedge Funds, ETFs, Insurance, Private Banking, Bonds, Employee Benefits, Mutual Funds, Financial Advisory, Banking, Institutional, Wealth Management, Investment Strategies, Sales Management
Education
Providence College 1985 — 1989
Bus Admin, Finance
Belmont High 1981 — 1985
Barbara Testa's FleetBoston Financial Experience June 1998 - June 2002
Job Learning & Development | Learning Technology | LMS | eLearning | Instructional Design | Evaluation Lvl 13 | People Mgmt
Industry Financial Services
Experience
RBS Citizens Financial Group February 2013 - April 2014
RBS Citizens Financial Group May 2007 - February 2013
RBS Citizens Financial Group September 2005 - May 2007
Bank of America / FleetBoston Financial June 2002 - September 2005
FleetBoston Financial June 1998 - June 2002
Skills
Learning Management..., E-Learning, Instructional Design, Training, Evaluation, Learning Vendor..., Analysis, People Management Skills, Help Desk Support, Customer Support, Project Management, Distance Learning, Blended Learning, Financial Services, Employee Training, Integration, Change Management, Program Management, Process Improvement, Strategy
Education
Emmanuel College
Bachelor's Degree, Business Administration
RBS Citizens Financial Group February 2013 - April 2014
RBS Citizens Financial Group May 2007 - February 2013
RBS Citizens Financial Group September 2005 - May 2007
Bank of America / FleetBoston Financial June 2002 - September 2005
FleetBoston Financial June 1998 - June 2002
Skills
Learning Management..., E-Learning, Instructional Design, Training, Evaluation, Learning Vendor..., Analysis, People Management Skills, Help Desk Support, Customer Support, Project Management, Distance Learning, Blended Learning, Financial Services, Employee Training, Integration, Change Management, Program Management, Process Improvement, Strategy
Education
Emmanuel College
Bachelor's Degree, Business Administration
Alex Schyljuk's FleetBoston Financial Experience 1999 - 2001
Job Senior Vice President / Group Operations at Bank of America
Industry Banking
Experience
Bank of America 2012 - Present
Bank of America 2011 - 2012
Bank of America July 2009 - January 2011
Bank of America March 2006 - July 2009
Bank of America April 2001 - March 2006
FleetBoston Financial 1999 - 2001
BBVA Compass April 1995 - April 1999
Key Bank 1988 - 1995
Skills
Six Sigma Black Belt, MiniTab Statistical..., Production Planning, HIPAA, Mergers & Acquisitions, Business Development, Minitab, Banking, Six Sigma, Cross-functional Team..., Strategy, Change Management, Process Improvement, Process Engineering, Management, Project Planning, Leadership, Treasury Services, Budgets, Business Analysis, Financial Services, Operations Management, Vendor Management, Business Process..., Financial Analysis, Operational Risk..., Operational Excellence
Education
State University of New York College at Oswego 1983 — 1985
BS - Finanance, Finance, Economics
Bank of America 2012 - Present
Bank of America 2011 - 2012
Bank of America July 2009 - January 2011
Bank of America March 2006 - July 2009
Bank of America April 2001 - March 2006
FleetBoston Financial 1999 - 2001
BBVA Compass April 1995 - April 1999
Key Bank 1988 - 1995
Skills
Six Sigma Black Belt, MiniTab Statistical..., Production Planning, HIPAA, Mergers & Acquisitions, Business Development, Minitab, Banking, Six Sigma, Cross-functional Team..., Strategy, Change Management, Process Improvement, Process Engineering, Management, Project Planning, Leadership, Treasury Services, Budgets, Business Analysis, Financial Services, Operations Management, Vendor Management, Business Process..., Financial Analysis, Operational Risk..., Operational Excellence
Education
State University of New York College at Oswego 1983 — 1985
BS - Finanance, Finance, Economics
Joe Confessore Joe Confessore's FleetBoston Financial Experience June 1998 - March 2003
Job Senior Vice President and Team Leader Commercial Banking
Industry Banking
Experience
The Washington Trust Company March 2003 - Present
University of Rhode Island Foundation 2013 - 2013
URI Alumni Association 2011 - 2012
FleetBoston Financial June 1998 - March 2003
State Street Bank January 1997 - June 1998
Skills
Mergers, Asset Based Lending, Finance, Small Business, Sales, Commercial Banking, Real Estate, Credit, Investments, Commercial Lending, Commercial Mortgages, Loans, Mergers & Acquisitions, Commercial Real Estate, Financial Analysis, Banking, Mortgage Lending, Small Business Lending, Credit Analysis
Education
Providence College 2000 — 2002
MBA, Finance
University of Rhode Island 1992 — 1996
BS, Finance
Leadership Rhode Island
The Washington Trust Company March 2003 - Present
University of Rhode Island Foundation 2013 - 2013
URI Alumni Association 2011 - 2012
FleetBoston Financial June 1998 - March 2003
State Street Bank January 1997 - June 1998
Skills
Mergers, Asset Based Lending, Finance, Small Business, Sales, Commercial Banking, Real Estate, Credit, Investments, Commercial Lending, Commercial Mortgages, Loans, Mergers & Acquisitions, Commercial Real Estate, Financial Analysis, Banking, Mortgage Lending, Small Business Lending, Credit Analysis
Education
Providence College 2000 — 2002
MBA, Finance
University of Rhode Island 1992 — 1996
BS, Finance
Leadership Rhode Island
Desi Duncker, CFA Desi Duncker, CFA's FleetBoston Financial Experience June 2000 - August 2003
Job Vice President, Financial Institutions Group at Bank of America Merrill Lynch
Industry Investment Banking
Experience
CertusBank August 2011 - March 2014
Cowen and Company January 2011 - July 2011
Financial Crisis Inquiry Commission March 2010 - October 2010
US Treasury June 2009 - February 2010
Esae Capital Partners February 2009 - June 2009
Goldman, Sachs & Co. August 2005 - June 2008
FleetBoston Financial June 2000 - August 2003
Prudential Financial August 1999 - April 2000
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program
Harvard University 1995 — 1999
BA, Economics
CertusBank August 2011 - March 2014
Cowen and Company January 2011 - July 2011
Financial Crisis Inquiry Commission March 2010 - October 2010
US Treasury June 2009 - February 2010
Esae Capital Partners February 2009 - June 2009
Goldman, Sachs & Co. August 2005 - June 2008
FleetBoston Financial June 2000 - August 2003
Prudential Financial August 1999 - April 2000
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program
Harvard University 1995 — 1999
BA, Economics
Phillip Maine Phillip Maine's FleetBoston Financial Experience 1998 - 2004
Job User Experience Design Manager at Bank of the West
Industry Internet
Experience
Bank of the West June 2014 - Present
Spring Studio November 2012 - May 2014
Moody's Corporation August 2009 - March 2012
Bank of America 2004 - 2009
FleetBoston Financial 1998 - 2004
Thunder House Online Marketing Communications / Weber Public Relations Worldwide 1994 - 1998
Skills
User-centered Design, Information Architecture, Interaction Design, Personas, Sitemaps, Requirements Gathering, Wire Framing, User Experience, Task Analysis, Prototyping, User Scenarios, Design Strategy, Agile, Heuristic Evaluation, Visio, Fireworks, Usability Testing, Experience Design, Agile Methodologies, Wireframes, Manage Client..., Persona, Team-oriented, Visual Design, Mobile Devices, User Research, Site Maps, Adobe Fireworks, User Experience Design, Creative Direction, User Interface, User Interface Design, OmniGraffle, Usability Engineering, Mobile Design, Information Design, Web Applications, Usability, Mobile Applications, E-commerce, Human Computer...
Education
Miami University 1986 — 1990
Bachelor of Arts, Political Science
Miami University 1986 — 1990
Bachelor of Philosophy, Interdisciplinary Studies Program
Bank of the West June 2014 - Present
Spring Studio November 2012 - May 2014
Moody's Corporation August 2009 - March 2012
Bank of America 2004 - 2009
FleetBoston Financial 1998 - 2004
Thunder House Online Marketing Communications / Weber Public Relations Worldwide 1994 - 1998
Skills
User-centered Design, Information Architecture, Interaction Design, Personas, Sitemaps, Requirements Gathering, Wire Framing, User Experience, Task Analysis, Prototyping, User Scenarios, Design Strategy, Agile, Heuristic Evaluation, Visio, Fireworks, Usability Testing, Experience Design, Agile Methodologies, Wireframes, Manage Client..., Persona, Team-oriented, Visual Design, Mobile Devices, User Research, Site Maps, Adobe Fireworks, User Experience Design, Creative Direction, User Interface, User Interface Design, OmniGraffle, Usability Engineering, Mobile Design, Information Design, Web Applications, Usability, Mobile Applications, E-commerce, Human Computer...
Education
Miami University 1986 — 1990
Bachelor of Arts, Political Science
Miami University 1986 — 1990
Bachelor of Philosophy, Interdisciplinary Studies Program
Chris Durbin Chris Durbin's FleetBoston Financial Experience April 2001 - April 2004
Job Managing Director at Vestar Capital Partners
Industry Investment Management
Experience
Vestar Capital Partners April 2007 - Present
Bank of America April 2004 - April 2007
FleetBoston Financial April 2001 - April 2004
Skills
Private Equity, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Valuation, Hedge Funds, Investments, Investment Banking, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1991 — 1992
University of Notre Dame 1983 — 1987
BBA, Finance and Strategy
Vestar Capital Partners April 2007 - Present
Bank of America April 2004 - April 2007
FleetBoston Financial April 2001 - April 2004
Skills
Private Equity, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Valuation, Hedge Funds, Investments, Investment Banking, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1991 — 1992
University of Notre Dame 1983 — 1987
BBA, Finance and Strategy
Thomas Pautler Thomas Pautler's FleetBoston Financial Experience December 1997 - December 2003
Job Sr Mgr Application Development at Zions Bancorporation
Industry Information Technology and Services
Experience
Zions Bancorporation November 2013 - Present
Webster Bank February 2009 - November 2013
Bank of America January 2004 - March 2007
FleetBoston Financial December 1997 - December 2003
Fleet Bank October 1992 - November 1997
Computer Task Group 1986 - 1992
CTG 1986 - 1992
Concept IV 1983 - 1986
Skills
Integration, Data Warehousing, Software Development, CRM, E-commerce, Management, Portals, SDLC, Vendor Management, Enterprise Architecture, Software Project..., IT Management, Leadership, Architecture, Software Design, Requirements Analysis, Project Portfolio..., IT Strategy
Education
Syracuse University 1979 — 1983
B.S., Computer Science
Zions Bancorporation November 2013 - Present
Webster Bank February 2009 - November 2013
Bank of America January 2004 - March 2007
FleetBoston Financial December 1997 - December 2003
Fleet Bank October 1992 - November 1997
Computer Task Group 1986 - 1992
CTG 1986 - 1992
Concept IV 1983 - 1986
Skills
Integration, Data Warehousing, Software Development, CRM, E-commerce, Management, Portals, SDLC, Vendor Management, Enterprise Architecture, Software Project..., IT Management, Leadership, Architecture, Software Design, Requirements Analysis, Project Portfolio..., IT Strategy
Education
Syracuse University 1979 — 1983
B.S., Computer Science
Todd Corbett Todd Corbett's FleetBoston Financial Experience March 2003 - June 2004
Job Private Banker at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Private Bank May 2010 - Present
SVP, Senior Wealth Management Banker June 2009 - May 2010
Southern CT Market June 2006 - June 2009
Bank of America (formerly FleetBoston Financial) June 2004 - June 2006
FleetBoston Financial March 2003 - June 2004
Skills
CRM, Banking, Investments, Series 63, Wealth Management, Series 7, Credit, Private Banking, Financial Services, Loans, Management, Mortgage Lending
Education
Marist College 1996 — 2000
BS, Human Resources
Morgan Stanley Private Bank May 2010 - Present
SVP, Senior Wealth Management Banker June 2009 - May 2010
Southern CT Market June 2006 - June 2009
Bank of America (formerly FleetBoston Financial) June 2004 - June 2006
FleetBoston Financial March 2003 - June 2004
Skills
CRM, Banking, Investments, Series 63, Wealth Management, Series 7, Credit, Private Banking, Financial Services, Loans, Management, Mortgage Lending
Education
Marist College 1996 — 2000
BS, Human Resources
Joshua Shaffer Joshua Shaffer's FleetBoston Financial Experience January 2000 - June 2003
Job Payroll Analyst at Bimbo Bakeries USA
Industry Accounting
Experience
Bimbo Bakeries USA May 2012 - Present
White Haven Borough Zoning Hearing Board April 2007 - November 2013
Healthcare Services Group July 2011 - May 2012
Luzerne County Community College August 2010 - August 2011
cPanel Holdings LLC October 2003 - November 2009
cPanel Inc June 2003 - November 2009
Forks Club & Bistro October 2004 - September 2008
FleetBoston Financial January 2000 - June 2003
Matrix LLC June 1998 - January 2000
Skills
Payroll, Accounts Receivable, Customer Service, Accounting, Statistics, iPhone, Accounts Payable, Journal Entries, Depreciation, Year End Close, Monthly Close, Intangible Assets, cPanel, Exim, Dhcpd, Ipchains, CentOS, Fedora, Apache, Perl, CGI, DBI, Mac OS X, Apple Remote Desktop, HP Printers, ACH, Remote Deposit Capture, Bank Relationship..., System Administration, OS X, Management, Time Management, Banking, Human Resources, Year-end Close
Education
Luzerne County Community College 2010 — 2011
AS, Accounting, Business, 3.947
Rochester Institute of Technology 1995 — 1996
Computer Science
Tunkhannock SD 1991 — 1995
Diploma, Computer Science, Graphic Arts
Bimbo Bakeries USA May 2012 - Present
White Haven Borough Zoning Hearing Board April 2007 - November 2013
Healthcare Services Group July 2011 - May 2012
Luzerne County Community College August 2010 - August 2011
cPanel Holdings LLC October 2003 - November 2009
cPanel Inc June 2003 - November 2009
Forks Club & Bistro October 2004 - September 2008
FleetBoston Financial January 2000 - June 2003
Matrix LLC June 1998 - January 2000
Skills
Payroll, Accounts Receivable, Customer Service, Accounting, Statistics, iPhone, Accounts Payable, Journal Entries, Depreciation, Year End Close, Monthly Close, Intangible Assets, cPanel, Exim, Dhcpd, Ipchains, CentOS, Fedora, Apache, Perl, CGI, DBI, Mac OS X, Apple Remote Desktop, HP Printers, ACH, Remote Deposit Capture, Bank Relationship..., System Administration, OS X, Management, Time Management, Banking, Human Resources, Year-end Close
Education
Luzerne County Community College 2010 — 2011
AS, Accounting, Business, 3.947
Rochester Institute of Technology 1995 — 1996
Computer Science
Tunkhannock SD 1991 — 1995
Diploma, Computer Science, Graphic Arts
Chris Paddock Chris Paddock's FleetBoston Financial Experience November 1999 - March 2004
Job Director, Web Strategy at Wheaton College (MA)
Industry Financial Services
Experience
Wheaton College (MA) April 2013 - Present
Sallie Mae January 2010 - January 2012
Ingenuity Systems September 2008 - January 2010
Obopay, Inc. September 2007 - September 2008
Virgin HealthMiles, Inc. February 2007 - September 2007
Arnold Worldwide August 2006 - February 2007
Bank of America November 1999 - August 2006
FleetBoston Financial November 1999 - March 2004
Thomson Financial 1998 - 1999
Skills
User Experience, Information Architecture, Digital Strategy, SEO, Digital Marketing, Social Media Marketing, Online Marketing, Social Media, Usability Testing, Customer Retention, Customer Satisfaction, Consensus Building, A/B testing, Content Strategy, Web Analytics, User Experience Testing, Web Standards, Agency Relationship..., Cross-functional Team..., Email Marketing, Stakeholder Management, Google Analytics, Customer Conversion, Marketing Automation, CRM, Retargeting
Education
Illinois State University 1997 — 2000
MA, English
State University of New York College at Fredonia 1990 — 1995
Bachelor of Arts, English Studies
Burnt Hills- Ballston Lake High School
Wheaton College (MA) April 2013 - Present
Sallie Mae January 2010 - January 2012
Ingenuity Systems September 2008 - January 2010
Obopay, Inc. September 2007 - September 2008
Virgin HealthMiles, Inc. February 2007 - September 2007
Arnold Worldwide August 2006 - February 2007
Bank of America November 1999 - August 2006
FleetBoston Financial November 1999 - March 2004
Thomson Financial 1998 - 1999
Skills
User Experience, Information Architecture, Digital Strategy, SEO, Digital Marketing, Social Media Marketing, Online Marketing, Social Media, Usability Testing, Customer Retention, Customer Satisfaction, Consensus Building, A/B testing, Content Strategy, Web Analytics, User Experience Testing, Web Standards, Agency Relationship..., Cross-functional Team..., Email Marketing, Stakeholder Management, Google Analytics, Customer Conversion, Marketing Automation, CRM, Retargeting
Education
Illinois State University 1997 — 2000
MA, English
State University of New York College at Fredonia 1990 — 1995
Bachelor of Arts, English Studies
Burnt Hills- Ballston Lake High School
E Jeanne Harnois's FleetBoston Financial Experience April 2000 - March 2003
Job Writing | Editing | Research
Industry Commercial Real Estate
Experience
Reis March 2012 - Present
Freelance/Consulting April 2003 - Present
Harvard University Extension School July 2006 - May 2011
Christian Science Monitor March 2005 - March 2009
FleetBoston Financial April 2000 - March 2003
USTrust January 1999 - March 2000
MCC Inc August 1995 - January 1999
The Boston Company January 1994 - August 1995
The Boston Company June 1993 - January 1994
The Boston Company October 1992 - June 1993
Skills
Writing and..., copy editing, Journalism, structural editing, Proofreading, Ghostwriting, Teaching, Project Management, Word, Excel, Research, Accounting, Budgeting, Financial Reporting, Financial Analysis, Payroll, Bookkeeping, Customer Service, Retail, Customer Relations, Writing, Copy Editing, Microsoft Office, Microsoft Excel, Editing, Public Relations, Budgets, Web Content, Freelance Writing, Blogging, Microsoft Word, Social Media, Community Outreach, Newspapers, Newsletters, Social Networking, Creative Writing, Editorial, Nonprofits, Books, WordPress, Social Media Marketing, Public Speaking, Press Releases, Media Relations, Copywriting, Content Strategy, Publications, Feature Articles
Education
Emerson College
Masters, Publishing and Writing
Harvard University Extension School
Graduate Certificate, Publishing and Communications
Northeastern University
Bachelor of Science; BSBA, Business Administration; Accounting
Reis March 2012 - Present
Freelance/Consulting April 2003 - Present
Harvard University Extension School July 2006 - May 2011
Christian Science Monitor March 2005 - March 2009
FleetBoston Financial April 2000 - March 2003
USTrust January 1999 - March 2000
MCC Inc August 1995 - January 1999
The Boston Company January 1994 - August 1995
The Boston Company June 1993 - January 1994
The Boston Company October 1992 - June 1993
Skills
Writing and..., copy editing, Journalism, structural editing, Proofreading, Ghostwriting, Teaching, Project Management, Word, Excel, Research, Accounting, Budgeting, Financial Reporting, Financial Analysis, Payroll, Bookkeeping, Customer Service, Retail, Customer Relations, Writing, Copy Editing, Microsoft Office, Microsoft Excel, Editing, Public Relations, Budgets, Web Content, Freelance Writing, Blogging, Microsoft Word, Social Media, Community Outreach, Newspapers, Newsletters, Social Networking, Creative Writing, Editorial, Nonprofits, Books, WordPress, Social Media Marketing, Public Speaking, Press Releases, Media Relations, Copywriting, Content Strategy, Publications, Feature Articles
Education
Emerson College
Masters, Publishing and Writing
Harvard University Extension School
Graduate Certificate, Publishing and Communications
Northeastern University
Bachelor of Science; BSBA, Business Administration; Accounting
Kathie Andrade's FleetBoston Financial Experience 1986 - 2004
Job President of Individual Advisory Services at TIAACREF…change agent…advocate for youth…champion of women's leadership
Industry Financial Services
Experience
TIAA-CREF December 2008 - Present
Bank of America 2004 - December 2008
FleetBoston Financial 1986 - 2004
Skills
Financial Services, Banking, Leadership, Asset Management, Management, Risk Management, Portfolio Management, Finance, Wealth Management, IT Strategy, Talent Acquisition
Education
Providence College 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
TIAA-CREF December 2008 - Present
Bank of America 2004 - December 2008
FleetBoston Financial 1986 - 2004
Skills
Financial Services, Banking, Leadership, Asset Management, Management, Risk Management, Portfolio Management, Finance, Wealth Management, IT Strategy, Talent Acquisition
Education
Providence College 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Bruce Miller Bruce Miller's FleetBoston Financial Experience 1997 - 2003
Job Director, Global Indirect Sourcing & Procurement at Baxalta
Industry Pharmaceuticals
Experience
Baxalta May 2015 - Present
McDonald's Corp 2006 - 2015
Discover Financial Services 2005 - 2006
Stryker Corporation 2003 - 2005
FleetBoston Financial 1997 - 2003
American Airlines 1990 - 1997
Skills
Negotiation, Travel Management, Contract Negotiation, Management, Strategic Planning, Hospitality, Budgets, Account Management, Leadership, Event Management, Operations Management, Sales Management, Strategy, Sales, Business Development
Education
University of Pennsylvania - The Wharton School 2008 — 2009
GLP, Global Travel Leadership, Certification
Mississippi College 1987 — 1989
BS/BA, Business Communications
Palm Beach Atlantic University 1979 — 1980
Business Communications
Baxalta May 2015 - Present
McDonald's Corp 2006 - 2015
Discover Financial Services 2005 - 2006
Stryker Corporation 2003 - 2005
FleetBoston Financial 1997 - 2003
American Airlines 1990 - 1997
Skills
Negotiation, Travel Management, Contract Negotiation, Management, Strategic Planning, Hospitality, Budgets, Account Management, Leadership, Event Management, Operations Management, Sales Management, Strategy, Sales, Business Development
Education
University of Pennsylvania - The Wharton School 2008 — 2009
GLP, Global Travel Leadership, Certification
Mississippi College 1987 — 1989
BS/BA, Business Communications
Palm Beach Atlantic University 1979 — 1980
Business Communications
Diane Naczi Diane Naczi's FleetBoston Financial Experience 1998 - 2003
Job Fundraising Strategy
Industry Nonprofit Organization Management
Experience
American Red Cross July 2014 - Present
CAN Capital, Inc. January 2009 - June 2014
AdvanceMe, Inc. January 2005 - December 2008
Bank of America 2003 - 2005
FleetBoston Financial 1998 - 2003
AT&T 1984 - 1998
Skills
Marketing Strategy, Small Business, Direct Marketing, Customer Retention, Strategic Planning, Campaign Management, Project Planning, Advertising, Customer Experience, Public Speaking, Research, Banking, Telecommunications, Product Marketing, Key Account Development, Writing, Business Development, Business Strategy, Executive Management, Lead Generation, Leadership, Management, Marketing, Marketing Communications, Process Improvement, Product Development, Product Management, Sales, Strategic Partnerships, Strategy
Education
Georgetown University
BS International Economics, School of Foreign Service
University of Southern California
MBA, Marketing
American Red Cross July 2014 - Present
CAN Capital, Inc. January 2009 - June 2014
AdvanceMe, Inc. January 2005 - December 2008
Bank of America 2003 - 2005
FleetBoston Financial 1998 - 2003
AT&T 1984 - 1998
Skills
Marketing Strategy, Small Business, Direct Marketing, Customer Retention, Strategic Planning, Campaign Management, Project Planning, Advertising, Customer Experience, Public Speaking, Research, Banking, Telecommunications, Product Marketing, Key Account Development, Writing, Business Development, Business Strategy, Executive Management, Lead Generation, Leadership, Management, Marketing, Marketing Communications, Process Improvement, Product Development, Product Management, Sales, Strategic Partnerships, Strategy
Education
Georgetown University
BS International Economics, School of Foreign Service
University of Southern California
MBA, Marketing
Natalya V. Yaroshenko's FleetBoston Financial Experience 2000 - 2004
Job SVP, Director, Operational Risk Management at RBS Citizens
Industry Banking
Experience
RBS Citizens September 2008 - Present
Equifax 2004 - September 2008
FleetBoston Financial 2000 - 2004
Citizens Financial Group 1998 - 2000
Fleet Financial Group 1997 - 1998
Bank of Boston 1996 - 1997
Bank of Boston 1994 - 1996
Bank of Boston 1992 - 1994
Skills
Credit Risk, Operational Risk..., Basel II, Operational Risk, Risk Management, Financial Risk, Credit, Portfolio Management, Financial Services, Loans, Enterprise Risk..., Internal Audit, Strategy, Analytics, Banking, Management, Finance, Data Governance, Business Intelligence, Executive Management, Leadership, Data Management
Education
Johnson & Wales University 1990 — 1994
MS, Accounting
Kiev Polytechnic Institute 1983 — 1989
MS, Computer Science
RBS Citizens September 2008 - Present
Equifax 2004 - September 2008
FleetBoston Financial 2000 - 2004
Citizens Financial Group 1998 - 2000
Fleet Financial Group 1997 - 1998
Bank of Boston 1996 - 1997
Bank of Boston 1994 - 1996
Bank of Boston 1992 - 1994
Skills
Credit Risk, Operational Risk..., Basel II, Operational Risk, Risk Management, Financial Risk, Credit, Portfolio Management, Financial Services, Loans, Enterprise Risk..., Internal Audit, Strategy, Analytics, Banking, Management, Finance, Data Governance, Business Intelligence, Executive Management, Leadership, Data Management
Education
Johnson & Wales University 1990 — 1994
MS, Accounting
Kiev Polytechnic Institute 1983 — 1989
MS, Computer Science
Colleen C Milazzo's FleetBoston Financial Experience 1997 - 2004
Job VP Valuation & Analytics Group of Corporate Finance
Industry Financial Services
Experience
State Street September 2014 - Present
Bank of America January 2010 - April 2014
Bank of America January 1997 - April 2014
Bank of America January 2006 - January 2010
Bank of America January 2004 - September 2006
FleetBoston Financial 1997 - 2004
Fleet Bank 1997 - 2004
Skills
Leadership, IT Strategy, Project Portfolio..., Project Management, Data Center, Strategy, PMP, Business Process, Strategic Planning, Vendor Management, Mergers & Acquisitions, Enterprise Software, Program Management, Integration, Change Management, PMO, SDLC, Business Analysis, Risk Management, Financial Services, Management, Process Improvement
Education
Keene State College 1979 — 1983
BS, Political Science/Business
State Street September 2014 - Present
Bank of America January 2010 - April 2014
Bank of America January 1997 - April 2014
Bank of America January 2006 - January 2010
Bank of America January 2004 - September 2006
FleetBoston Financial 1997 - 2004
Fleet Bank 1997 - 2004
Skills
Leadership, IT Strategy, Project Portfolio..., Project Management, Data Center, Strategy, PMP, Business Process, Strategic Planning, Vendor Management, Mergers & Acquisitions, Enterprise Software, Program Management, Integration, Change Management, PMO, SDLC, Business Analysis, Risk Management, Financial Services, Management, Process Improvement
Education
Keene State College 1979 — 1983
BS, Political Science/Business
Heather Marren Heather Marren's FleetBoston Financial Experience March 2000 - October 2000
Job Digital content specialist
Industry Information Technology and Services
Experience
MetLife September 2014 - Present
TEKsystems May 2014 - September 2014
Commonwealth of Massachusetts September 2008 - October 2013
Collette Vacations November 2006 - June 2008
Collette Vacations November 2000 - November 2006
FleetBoston Financial March 2000 - October 2000
BankBoston/FleetBoston Financial May 1999 - March 2000
BankBoston July 1998 - May 1999
Cape Cod Five June 1997 - July 1998
Corporation for National and Community Service September 1996 - December 1996
Skills
Web Analytics, Google Analytics, Social Media, Google Adwords, Web Content Management, Web Marketing, Web Project Management, HTML, Photoshop, ColdFusion, JavaScript, SEO copywriting, CSS, Content Migration, Facebook, Twitter, Blogging, Training, Trend Analysis, XML, RSS, Web-based Communication, Online Marketing
Education
Middlebury College
BA
MetLife September 2014 - Present
TEKsystems May 2014 - September 2014
Commonwealth of Massachusetts September 2008 - October 2013
Collette Vacations November 2006 - June 2008
Collette Vacations November 2000 - November 2006
FleetBoston Financial March 2000 - October 2000
BankBoston/FleetBoston Financial May 1999 - March 2000
BankBoston July 1998 - May 1999
Cape Cod Five June 1997 - July 1998
Corporation for National and Community Service September 1996 - December 1996
Skills
Web Analytics, Google Analytics, Social Media, Google Adwords, Web Content Management, Web Marketing, Web Project Management, HTML, Photoshop, ColdFusion, JavaScript, SEO copywriting, CSS, Content Migration, Facebook, Twitter, Blogging, Training, Trend Analysis, XML, RSS, Web-based Communication, Online Marketing
Education
Middlebury College
BA
Jeff Strange, CAIA Jeff Strange, CAIA's FleetBoston Financial Experience September 1998 - December 2003
Job Director of Research at kasina
Industry Financial Services
Experience
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
Jeff Dunsavage Jeff Dunsavage's FleetBoston Financial Experience September 2000 - December 2002
Job B2B Media Pro, Strategist, Educator & Advocate
Industry Financial Services
Experience
MetLife August 2014 - Present
Aquaculture Means Business October 2011 - Present
The Missing Americans Project October 2010 - Present
McGraw-Hill June 2007 - July 2014
Rutgers University, Fairleigh Dickinson University, Community Colleges April 1996 - June 2007
Telcordia Technologies June 2004 - August 2006
FleetBoston Financial September 2000 - December 2002
A.M. Best Co. August 1996 - September 2000
Standard & Poor's September 1992 - August 1996
The Bond Buyer 1987 - 1992
Skills
Media Relations, Corporate Communications, Strategic Communications, Press Releases, Management, Public Relations, Internal Communications, Social Media, Strategy, Blogging, Editing, Social Media Marketing, Publishing, Journalism, Aquaculture, Research, Public Speaking, Social Networking, Publications, Content Strategy, Web Content, Copywriting, Editorial, Marketing Communications, Team Building, Storytelling, Thought Leadership, Copy Editing, Magazines, Team Leadership, Professional Networking, Newsletters, Interviews, Business Networking, Speech Writing, B2B, Communication Training, Crisis Communications, Feature Writing, Content Management, News Writing, Feature Articles, Business Intelligence, Missing Persons, Teaching, Lean Tools, Six Sigma
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2007
Media Studies
Fairleigh Dickinson University 2002 — 2004
MA, Corporate & Organizational Communications
The New School 1990 — 1991
Media Studies
New York University 1989 — 1990
Business Press Publishing
St. John's College 1980 — 1984
BA, Liberal Arts
MetLife August 2014 - Present
Aquaculture Means Business October 2011 - Present
The Missing Americans Project October 2010 - Present
McGraw-Hill June 2007 - July 2014
Rutgers University, Fairleigh Dickinson University, Community Colleges April 1996 - June 2007
Telcordia Technologies June 2004 - August 2006
FleetBoston Financial September 2000 - December 2002
A.M. Best Co. August 1996 - September 2000
Standard & Poor's September 1992 - August 1996
The Bond Buyer 1987 - 1992
Skills
Media Relations, Corporate Communications, Strategic Communications, Press Releases, Management, Public Relations, Internal Communications, Social Media, Strategy, Blogging, Editing, Social Media Marketing, Publishing, Journalism, Aquaculture, Research, Public Speaking, Social Networking, Publications, Content Strategy, Web Content, Copywriting, Editorial, Marketing Communications, Team Building, Storytelling, Thought Leadership, Copy Editing, Magazines, Team Leadership, Professional Networking, Newsletters, Interviews, Business Networking, Speech Writing, B2B, Communication Training, Crisis Communications, Feature Writing, Content Management, News Writing, Feature Articles, Business Intelligence, Missing Persons, Teaching, Lean Tools, Six Sigma
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2007
Media Studies
Fairleigh Dickinson University 2002 — 2004
MA, Corporate & Organizational Communications
The New School 1990 — 1991
Media Studies
New York University 1989 — 1990
Business Press Publishing
St. John's College 1980 — 1984
BA, Liberal Arts
Ted Theodosopoulos Ted Theodosopoulos's FleetBoston Financial Experience June 2000 - May 2001
Job Chair of Mathematics Department at Worcester Academy
Industry Primary/Secondary Education
Experience
Worcester Academy July 2015 - Present
Saint Ann's School September 2009 - June 2015
New York University September 2009 - May 2010
Swarthmore College January 2009 - May 2009
BNP Paribas September 2007 - August 2008
IKOS CIF Limited July 2005 - August 2007
Drexel University September 2002 - June 2005
American College of Thessaloniki - ACT September 2001 - May 2002
FleetBoston Financial June 2000 - May 2001
FleetBoston Financial October 1999 - May 2000
Skills
Mathematical Modeling, Statistics, Research, LaTeX, R, Science, Higher Education, Mathematica, Matlab, Applied Mathematics, Physics, Monte Carlo Simulation, Data Analysis, Machine Learning, Algebra, Calculus, Theory, Mathematics Education, Teaching, Quantitative Analytics, Quantitative Finance, Simulations, Curriculum Design
Education
Massachusetts Institute of Technology 1987 — 2005
BS, MS, PhD, Mathematics, Aeronautics and Astronautics, Political Science, Operations Research
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.) in Operations Research, Applied Mathematics
Worcester Academy July 2015 - Present
Saint Ann's School September 2009 - June 2015
New York University September 2009 - May 2010
Swarthmore College January 2009 - May 2009
BNP Paribas September 2007 - August 2008
IKOS CIF Limited July 2005 - August 2007
Drexel University September 2002 - June 2005
American College of Thessaloniki - ACT September 2001 - May 2002
FleetBoston Financial June 2000 - May 2001
FleetBoston Financial October 1999 - May 2000
Skills
Mathematical Modeling, Statistics, Research, LaTeX, R, Science, Higher Education, Mathematica, Matlab, Applied Mathematics, Physics, Monte Carlo Simulation, Data Analysis, Machine Learning, Algebra, Calculus, Theory, Mathematics Education, Teaching, Quantitative Analytics, Quantitative Finance, Simulations, Curriculum Design
Education
Massachusetts Institute of Technology 1987 — 2005
BS, MS, PhD, Mathematics, Aeronautics and Astronautics, Political Science, Operations Research
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.) in Operations Research, Applied Mathematics
Linda Welles Linda Welles's FleetBoston Financial Experience January 2000 - September 2004
Job SVP, Director of Cash Management Services at Webster Bank
Industry Banking
Experience
Webster Bank April 2010 - Present
Bank of America January 2008 - January 2009
Bank of America August 2006 - December 2007
Bank of America October 2004 - July 2006
FleetBoston Financial January 2000 - September 2004
Shawmut Bank 1988 - 1996
Skills
Banking, Risk Management, Product Management, Financial Services, Analytics, Project Management, Business Analysis, Finance, Financial Analysis, Commercial Banking, Analysis, Product Development, Cash Management
Education
Georgetown University 1979 — 1981
M.S., Foreign Service
Drake University 1975 — 1978
BA, Political Science and Spanish Majors
Webster Bank April 2010 - Present
Bank of America January 2008 - January 2009
Bank of America August 2006 - December 2007
Bank of America October 2004 - July 2006
FleetBoston Financial January 2000 - September 2004
Shawmut Bank 1988 - 1996
Skills
Banking, Risk Management, Product Management, Financial Services, Analytics, Project Management, Business Analysis, Finance, Financial Analysis, Commercial Banking, Analysis, Product Development, Cash Management
Education
Georgetown University 1979 — 1981
M.S., Foreign Service
Drake University 1975 — 1978
BA, Political Science and Spanish Majors
Larry Lassiter Larry Lassiter's FleetBoston Financial Experience 1996 - 2000
Job Principal Owner at LK Lassiter & Associates
Industry Professional Training & Coaching
Experience
LK Lassiter & Associates March 2009 - Present
WorkPlace Dynamics, Inc. March 2009 - June 2009
Rockland Trust December 2003 - January 2006
Textron Financial January 2000 - January 2004
Fleet Bank 1996 - 2000
FleetBoston Financial 1996 - 2000
Skills
Adult Education, Succession Planning, Coaching, Instructional Design, Team Building, Strategic Planning, Workshop Facilitation, Six Sigma, Performance Management, Leadership Development, Employee Relations, Change Management, Program Management, Recruiting, Organizational..., Training
Education
New York University 1971 — 1973
MS, Education Administration
Hampton University 1967 — 1971
BS, Education
LK Lassiter & Associates March 2009 - Present
WorkPlace Dynamics, Inc. March 2009 - June 2009
Rockland Trust December 2003 - January 2006
Textron Financial January 2000 - January 2004
Fleet Bank 1996 - 2000
FleetBoston Financial 1996 - 2000
Skills
Adult Education, Succession Planning, Coaching, Instructional Design, Team Building, Strategic Planning, Workshop Facilitation, Six Sigma, Performance Management, Leadership Development, Employee Relations, Change Management, Program Management, Recruiting, Organizational..., Training
Education
New York University 1971 — 1973
MS, Education Administration
Hampton University 1967 — 1971
BS, Education
Michael Green's FleetBoston Financial Experience January 2002 - October 2003
Job Account Executive at Jobscience
Industry Staffing and Recruiting
Experience
Jobscience September 2015 - Present
Mindblown Labs February 2015 - July 2015
John R Green School Supply January 2006 - March 2015
The GEANCO Foundation January 2004 - February 2015
NSSEA March 2008 - March 2010
Institute For Safety In Office-Based Surgery January 2005 - January 2008
Sovereign Bank December 2003 - December 2004
FleetBoston Financial January 2002 - October 2003
@ Home Monitoring 2001 - 2002
Callfinity / BYOBroadcast 2000 - 2000
Skills
Sales, Sales Management, New Business Development, Public Speaking, Leadership, Corporate Finance, Fundraising, Credit Analysis, Economics, Business Analysis, Due Diligence, Market Research, Start-ups, Data Analysis, Analytics, Process Improvement, Investments, Financial Modeling, Performance Metrics, Management Consulting, Strategy, Management, Business Planning, Marketing Strategy, Strategic Partnerships, Strategic Planning, Marketing
Education
Harvard University 1997 — 2001
Bachelor’s Degree, Economics
St. Xavier High School 1994 — 1997
Summit Country Day 1984 — 1993
Jobscience September 2015 - Present
Mindblown Labs February 2015 - July 2015
John R Green School Supply January 2006 - March 2015
The GEANCO Foundation January 2004 - February 2015
NSSEA March 2008 - March 2010
Institute For Safety In Office-Based Surgery January 2005 - January 2008
Sovereign Bank December 2003 - December 2004
FleetBoston Financial January 2002 - October 2003
@ Home Monitoring 2001 - 2002
Callfinity / BYOBroadcast 2000 - 2000
Skills
Sales, Sales Management, New Business Development, Public Speaking, Leadership, Corporate Finance, Fundraising, Credit Analysis, Economics, Business Analysis, Due Diligence, Market Research, Start-ups, Data Analysis, Analytics, Process Improvement, Investments, Financial Modeling, Performance Metrics, Management Consulting, Strategy, Management, Business Planning, Marketing Strategy, Strategic Partnerships, Strategic Planning, Marketing
Education
Harvard University 1997 — 2001
Bachelor’s Degree, Economics
St. Xavier High School 1994 — 1997
Summit Country Day 1984 — 1993
Naveed Gull, MBA. Naveed Gull, MBA.'s FleetBoston Financial Experience 2000 - 2003
Job Partner at New York Life/NYLIFE Securities, Hiring Developing Talented Individuals
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company 2011 - November 2014
Gull Incorporated 2008 - 2011
Securitas Security Services USA, Inc. 2003 - 2008
FleetBoston Financial 2000 - 2003
Skills
Estate Planning, Risk Management, Personal Finance, Wealth Accumulation, Small Business, Wealth Management..., Customer Satisfaction, 401(k) Rollovers, Annuity Sales, Business Insurance..., IRA Rollovers, Licensed in Long Term..., Life Insurance, Sales, Wealth Preservation..., Relationship Management, Retirement Planning, Wealth Transfer..., Financial Services, Term Life Insurance, IRAs, Insurance, Series 63, Wealth
Education
The American College 2014 — 2016
CLU Expected, Finance and Financial Management Services
University of Phoenix 2003 — 2005
MASTER OF BUSINESS ADMINISTRATION, (MBA)., Global Management
University of Massachusetts Boston 1998 — 2001
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT (B.S.)., Management Information Systems and Operations Management Information Systems
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company 2011 - November 2014
Gull Incorporated 2008 - 2011
Securitas Security Services USA, Inc. 2003 - 2008
FleetBoston Financial 2000 - 2003
Skills
Estate Planning, Risk Management, Personal Finance, Wealth Accumulation, Small Business, Wealth Management..., Customer Satisfaction, 401(k) Rollovers, Annuity Sales, Business Insurance..., IRA Rollovers, Licensed in Long Term..., Life Insurance, Sales, Wealth Preservation..., Relationship Management, Retirement Planning, Wealth Transfer..., Financial Services, Term Life Insurance, IRAs, Insurance, Series 63, Wealth
Education
The American College 2014 — 2016
CLU Expected, Finance and Financial Management Services
University of Phoenix 2003 — 2005
MASTER OF BUSINESS ADMINISTRATION, (MBA)., Global Management
University of Massachusetts Boston 1998 — 2001
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT (B.S.)., Management Information Systems and Operations Management Information Systems
Christine Langevin Christine Langevin's FleetBoston Financial Experience 1998 - 2002
Job Underwriter at FM Global
Industry Insurance
Experience
FM Global November 2013 - Present
FM Global October 2012 - October 2013
FM Global December 2009 - October 2012
FM Global April 2008 - December 2009
FM Global June 2002 - April 2008
FleetBoston Financial 1998 - 2002
FleetBoston Financial 1996 - 1998
Skills
HTML, JavaScript, XML, Camtasia, Documentum, CSS, Adobe Acrobat, Email Marketing, Project Management, Adobe Creative Suite..., Adobe Acrobat..., DocuTools, MS Sharepoint Designer, Microsoft Project, Microsoft Office (XP..., Mac and PC, SharePoint, Property & Casualty..., Insurance, Internal Communications, Underwriting, Newsletters, Visio, SharePoint Designer, Web Analytics, Business Analysis, Web Design, Commercial Insurance, MS Project
Education
New England Institute of Technology
Associate’s Degree, Internet Communications Technology
Rhode Island College
Bachelor’s Degree, Psychology
FM Global November 2013 - Present
FM Global October 2012 - October 2013
FM Global December 2009 - October 2012
FM Global April 2008 - December 2009
FM Global June 2002 - April 2008
FleetBoston Financial 1998 - 2002
FleetBoston Financial 1996 - 1998
Skills
HTML, JavaScript, XML, Camtasia, Documentum, CSS, Adobe Acrobat, Email Marketing, Project Management, Adobe Creative Suite..., Adobe Acrobat..., DocuTools, MS Sharepoint Designer, Microsoft Project, Microsoft Office (XP..., Mac and PC, SharePoint, Property & Casualty..., Insurance, Internal Communications, Underwriting, Newsletters, Visio, SharePoint Designer, Web Analytics, Business Analysis, Web Design, Commercial Insurance, MS Project
Education
New England Institute of Technology
Associate’s Degree, Internet Communications Technology
Rhode Island College
Bachelor’s Degree, Psychology
Carol Goodwin Carol Goodwin's FleetBoston Financial Experience 1996 - 2005
Job CRCM, SVP, Fair Lending at Bank of America
Industry Banking
Experience
Bank of America 2005 - Present
FleetBoston Financial 1996 - 2005
Education
Susquehanna University 1979 — 1983
BS, Finance, Management
Bank of America 2005 - Present
FleetBoston Financial 1996 - 2005
Education
Susquehanna University 1979 — 1983
BS, Finance, Management
Sally Edmonds's FleetBoston Financial Experience September 1996 - June 2002
Job HR Manager & Employee Care at Novetta
Industry Human Resources
Experience
Novetta October 2014 - Present
Digital Results Group February 2014 - October 2014
Toxikon Corporation March 2008 - February 2014
Northern Bank September 2006 - June 2007
TD Banknorth September 2002 - August 2006
FleetBoston Financial September 1996 - June 2002
Skills
Employee Relations, Organizational..., Change Management, Compliance, Biotechnology, Performance Management, Training & Development, Payroll Processing, employee retention, Payroll, Staff Retention, Employee Training, Human Resources, Employee Benefits, Technical Recruiting, Recruiting, Training, Employment Law, Onboarding, Deferred Compensation, Strategy, Interviews, Management, Applicant Tracking..., Talent Acquisition, Talent Management, Microsoft Office, Leadership
Education
Emmanuel College
Bachelor, Business Administration
Novetta October 2014 - Present
Digital Results Group February 2014 - October 2014
Toxikon Corporation March 2008 - February 2014
Northern Bank September 2006 - June 2007
TD Banknorth September 2002 - August 2006
FleetBoston Financial September 1996 - June 2002
Skills
Employee Relations, Organizational..., Change Management, Compliance, Biotechnology, Performance Management, Training & Development, Payroll Processing, employee retention, Payroll, Staff Retention, Employee Training, Human Resources, Employee Benefits, Technical Recruiting, Recruiting, Training, Employment Law, Onboarding, Deferred Compensation, Strategy, Interviews, Management, Applicant Tracking..., Talent Acquisition, Talent Management, Microsoft Office, Leadership
Education
Emmanuel College
Bachelor, Business Administration
Stephen D. Mitchell Jr. Stephen D. Mitchell Jr.'s FleetBoston Financial Experience April 2000 - December 2005
Job Asst. Vice President
Industry Banking
Experience
Morgan Stanley October 2015 - Present
Morgan Stanley June 2014 - Present
The Sylvia Group April 2011 - May 2014
Merrill Lynch January 2009 - March 2011
Bank of America January 2006 - January 2009
FleetBoston Financial April 2000 - December 2005
New York Life Insurance Company December 1995 - March 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis
Education
Roger Williams University
Springfield College
Morgan Stanley October 2015 - Present
Morgan Stanley June 2014 - Present
The Sylvia Group April 2011 - May 2014
Merrill Lynch January 2009 - March 2011
Bank of America January 2006 - January 2009
FleetBoston Financial April 2000 - December 2005
New York Life Insurance Company December 1995 - March 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis
Education
Roger Williams University
Springfield College
Sergey Shirokov Sergey Shirokov's FleetBoston Financial Experience November 2001 - December 2004
Job Trading Support Engineer at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2011 - February 2015
Bank of America September 2009 - October 2011
Fidessa September 2006 - May 2009
TNS Payment Solutions October 2005 - August 2006
FleetBoston Financial November 2001 - December 2004
Logicopolis Technology, Inc. January 1999 - October 2001
Skills
Fidessa, Trading Systems, Sybase, Market Data, Electronic Trading, Equity Trading, Equities, Fixed Income, Order Management, Trading, Exchange Connectivity, FX Options, Bloomberg, Back Office, XML, Databases, SDLC, Java, Unix, SQL
Education
Rensselaer Polytechnic Institute 1994 — 1997
Bachelor of Science (BS), Computer Science
RBC Capital Markets November 2011 - February 2015
Bank of America September 2009 - October 2011
Fidessa September 2006 - May 2009
TNS Payment Solutions October 2005 - August 2006
FleetBoston Financial November 2001 - December 2004
Logicopolis Technology, Inc. January 1999 - October 2001
Skills
Fidessa, Trading Systems, Sybase, Market Data, Electronic Trading, Equity Trading, Equities, Fixed Income, Order Management, Trading, Exchange Connectivity, FX Options, Bloomberg, Back Office, XML, Databases, SDLC, Java, Unix, SQL
Education
Rensselaer Polytechnic Institute 1994 — 1997
Bachelor of Science (BS), Computer Science
Christa Steunenberg's FleetBoston Financial Experience January 1999 - February 2004
Job SVP Online Mobile Digital Channel at Bank of America
Industry Banking
Experience
Bank of America December 2010 - May 2015
Bank of America May 2005 - December 2010
Bank of America February 2004 - May 2005
FleetBoston Financial January 1999 - February 2004
Skills
Banking, Relationship Management, Risk Management, Six Sigma, Retail Banking, Financial Analysis, Project Management, Financial Services, Portfolio Management, Vendor Management, Mobile Devices, Cross-functional Team..., Commercial Banking, Change Management, Customer Service, Policy Writing, Teller Operations, Training, Mergers & Acquisitions, Hardware Installation..., Resource Management, Resource Development, Mobile Applications, Data Conversion, Operations Management
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelors, Finance
Nassau Community College 1980 — 1982
AS, Accounting
Bank of America December 2010 - May 2015
Bank of America May 2005 - December 2010
Bank of America February 2004 - May 2005
FleetBoston Financial January 1999 - February 2004
Skills
Banking, Relationship Management, Risk Management, Six Sigma, Retail Banking, Financial Analysis, Project Management, Financial Services, Portfolio Management, Vendor Management, Mobile Devices, Cross-functional Team..., Commercial Banking, Change Management, Customer Service, Policy Writing, Teller Operations, Training, Mergers & Acquisitions, Hardware Installation..., Resource Management, Resource Development, Mobile Applications, Data Conversion, Operations Management
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelors, Finance
Nassau Community College 1980 — 1982
AS, Accounting
Bruce Finch, CCTE, GTP Bruce Finch, CCTE, GTP's FleetBoston Financial Experience May 2003 - February 2004
Job Director, Global Travel and Meeting Services
Industry Hospitality
Experience
Autodesk February 2004 - Present
FleetBoston Financial May 2003 - February 2004
Gillette 1998 - 2004
Skills
Travel, Procurement, Tourism, Travel Management, Contract Negotiation, Vendor Management, Strategic Planning, Strategic Partnerships, Business Travel, Account Management, Strategy, Business Strategy, New Business Development, Management, Program Management, Negotiation, Leadership, Change Management, Sales Management, Team Building, Business Development, Budgets, Cross-functional Team..., Project Management, Marketing Strategy, Global Travel Management, Team Leadership, Sustainability, Process Improvement, Salesforce.com, Event Management, Product Management, Contract Management, Forecasting, SaaS, E-commerce, Operations Management, B2B, Sales, Pricing, Competitive Analysis, CRM, Key Account Management, Business Planning, Start-ups, Team Management, Marketing, Sales Process, Purchasing, Product Marketing
Education
Salem State University
BS Geography, Concentration in Travel and Tourism
Autodesk February 2004 - Present
FleetBoston Financial May 2003 - February 2004
Gillette 1998 - 2004
Skills
Travel, Procurement, Tourism, Travel Management, Contract Negotiation, Vendor Management, Strategic Planning, Strategic Partnerships, Business Travel, Account Management, Strategy, Business Strategy, New Business Development, Management, Program Management, Negotiation, Leadership, Change Management, Sales Management, Team Building, Business Development, Budgets, Cross-functional Team..., Project Management, Marketing Strategy, Global Travel Management, Team Leadership, Sustainability, Process Improvement, Salesforce.com, Event Management, Product Management, Contract Management, Forecasting, SaaS, E-commerce, Operations Management, B2B, Sales, Pricing, Competitive Analysis, CRM, Key Account Management, Business Planning, Start-ups, Team Management, Marketing, Sales Process, Purchasing, Product Marketing
Education
Salem State University
BS Geography, Concentration in Travel and Tourism
Vladimir Stevens's FleetBoston Financial Experience April 1991 - November 2004
Job Senior HR Consultant
Industry Human Resources
Experience
Bryant University August 2015 - Present
Staples Inc. 2011 - August 2015
Staples, Inc. November 2004 - January 2007
FleetBoston Financial April 1991 - November 2004
BankBoston 1996 - 2000
Citi 1984 - 1991
Skills
Performance Management, Succession Planning, Employee Relations, Program Facilitation, Organizational..., Situational Leadership, Sales, Internal Communications, Interviews, Labor Relations, Leadership, Coaching, Program Management, Human Resources, Employee Training, Management, Executive Coaching, Training, Organizational Design, Deferred Compensation, Leadership Development, Change Management, Applicant Tracking..., Communication Skills, Personnel Management, Service Management, Career Development, Culture Change, Workshop Facilitation, Instructional Design, Talent Management, PeopleSoft, Conflict Resolution, Workforce Planning, Benefits Administration, Organizational..., Talent Acquisition, Performance Improvement, Budgets, FMLA, Team Building, College Recruiting, Recruiting, Strategy, Management Development, Training Delivery, Employee Engagement, New Hire Orientations, HRIS, HR Policies
Education
Lesley University 2000 — 2004
MS, Training & Organizational Development
Harvard Business School 2002 — 2002
Strategic Human Resource Management
Southern Illinois University, Carbondale
BS, Workforce Training & Development
Bryant University August 2015 - Present
Staples Inc. 2011 - August 2015
Staples, Inc. November 2004 - January 2007
FleetBoston Financial April 1991 - November 2004
BankBoston 1996 - 2000
Citi 1984 - 1991
Skills
Performance Management, Succession Planning, Employee Relations, Program Facilitation, Organizational..., Situational Leadership, Sales, Internal Communications, Interviews, Labor Relations, Leadership, Coaching, Program Management, Human Resources, Employee Training, Management, Executive Coaching, Training, Organizational Design, Deferred Compensation, Leadership Development, Change Management, Applicant Tracking..., Communication Skills, Personnel Management, Service Management, Career Development, Culture Change, Workshop Facilitation, Instructional Design, Talent Management, PeopleSoft, Conflict Resolution, Workforce Planning, Benefits Administration, Organizational..., Talent Acquisition, Performance Improvement, Budgets, FMLA, Team Building, College Recruiting, Recruiting, Strategy, Management Development, Training Delivery, Employee Engagement, New Hire Orientations, HRIS, HR Policies
Education
Lesley University 2000 — 2004
MS, Training & Organizational Development
Harvard Business School 2002 — 2002
Strategic Human Resource Management
Southern Illinois University, Carbondale
BS, Workforce Training & Development
John Bahnken's FleetBoston Financial Experience 2001 - 2003
Job Senior Executive Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West/BNP Paribas Group 2011 - Present
Wrights Mill Capital Advisors 2008 - 2011
Bank of America 2004 - 2008
Bank of America 2003 - 2004
FleetBoston Financial 2001 - 2003
FleetBoston Financial 1998 - 2001
FleetBoston Financial 1993 - 1998
Norstar Banks 1991 - 1993
Prudential Securities 1989 - 1991
HSBC Americas 1979 - 1989
Education
Hofstra University
MBA
Hofstra University
BBA
Bank of the West/BNP Paribas Group 2011 - Present
Wrights Mill Capital Advisors 2008 - 2011
Bank of America 2004 - 2008
Bank of America 2003 - 2004
FleetBoston Financial 2001 - 2003
FleetBoston Financial 1998 - 2001
FleetBoston Financial 1993 - 1998
Norstar Banks 1991 - 1993
Prudential Securities 1989 - 1991
HSBC Americas 1979 - 1989
Education
Hofstra University
MBA
Hofstra University
BBA
Edward Soffer's FleetBoston Financial Experience 1997 - 2002
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2008 - Present
DBRS, Inc. 2005 - 2008
Fitch Ratings 2004 - 2005
Sanford C. Bernstein 2003 - 2004
FleetBoston Financial 1997 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Portfolio Management, Securities, Investment Banking, Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Valuation, Financial Services, Financial Modeling, Credit Risk, Investments, Series 7
Education
The George Washington University - School of Business 1994 — 1997
MBA / MA - Summa Cum Laude
New York University 1990 — 1994
BA - Cum Laude
Brown Brothers Harriman 2008 - Present
DBRS, Inc. 2005 - 2008
Fitch Ratings 2004 - 2005
Sanford C. Bernstein 2003 - 2004
FleetBoston Financial 1997 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Portfolio Management, Securities, Investment Banking, Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Valuation, Financial Services, Financial Modeling, Credit Risk, Investments, Series 7
Education
The George Washington University - School of Business 1994 — 1997
MBA / MA - Summa Cum Laude
New York University 1990 — 1994
BA - Cum Laude
Chris Hart Chris Hart's FleetBoston Financial Experience August 2002 - August 2003
Job CoFounder & Managing Director at Levvel
Industry Information Technology and Services
Experience
Levvel, LLC October 2013 - Present
Reward Summit May 2012 - Present
TIAA-CREF April 2012 - September 2012
Bank of America November 2009 - March 2012
Bank of America May 2007 - December 2009
Composite Software January 2007 - May 2007
Bank of America April 2004 - January 2007
FleetBoston FInancial / Bank of America August 2003 - April 2004
FleetBoston Financial August 2002 - August 2003
FleetBoston Financial February 2001 - August 2002
Skills
Payment Systems, Software Engineering, Solution Architecture, Electronic Payments, Product Development, IT Strategy, Program Management, Technical Leadership, Software Development, Six Sigma, High Availability, Online Payments, Architecture, Integration, E-commerce, Web Services, SOA, Oracle, Enterprise Architecture, SDLC, Strategy, Mobile Devices, Software Project..., Requirements Analysis, Agile Methodologies
Education
Regis University 2007 — 2009
B.S., Computer Science
The College of Saint Rose 2002 — 2004
B.S. (not completed), Computer Information Systems
Schenectady County Community College 1997 — 2002
A.S., Computer Science
Levvel, LLC October 2013 - Present
Reward Summit May 2012 - Present
TIAA-CREF April 2012 - September 2012
Bank of America November 2009 - March 2012
Bank of America May 2007 - December 2009
Composite Software January 2007 - May 2007
Bank of America April 2004 - January 2007
FleetBoston FInancial / Bank of America August 2003 - April 2004
FleetBoston Financial August 2002 - August 2003
FleetBoston Financial February 2001 - August 2002
Skills
Payment Systems, Software Engineering, Solution Architecture, Electronic Payments, Product Development, IT Strategy, Program Management, Technical Leadership, Software Development, Six Sigma, High Availability, Online Payments, Architecture, Integration, E-commerce, Web Services, SOA, Oracle, Enterprise Architecture, SDLC, Strategy, Mobile Devices, Software Project..., Requirements Analysis, Agile Methodologies
Education
Regis University 2007 — 2009
B.S., Computer Science
The College of Saint Rose 2002 — 2004
B.S. (not completed), Computer Information Systems
Schenectady County Community College 1997 — 2002
A.S., Computer Science
Todd Mazzo's FleetBoston Financial Experience April 1999 - May 2001
Job Assistant Vice President at Karpus Investment Management 5855864680
Industry Investment Management
Experience
Karpus Investment Management February 2014 - Present
Nixon Peabody Financial Advisors LLC January 2012 - September 2013
Nixon Peabody Financial Advisors LLC March 2010 - January 2012
JPMorgan Chase August 2009 - March 2010
JPMorgan Chase February 2004 - November 2008
JPMorgan Chase January 2002 - February 2004
FleetBoston Financial April 1999 - May 2001
FleetBoston Financial January 1998 - April 1999
FleetBoston Financial May 1996 - January 1998
Skills
Series 65, Investments, Securities, Private Equity, Portfolio Management, Asset Management, Equities, Alternative Investments, Fixed Income, Mutual Funds, Corporate Finance, Valuation, Financial Analysis, Credit Analysis, Mortgage Lending, Budget Forecasts, Underwriting, Commercial Lending, Loans, Banking, Credit, Financial Risk, Bonds, Investment Management, Hedge Funds, Finance, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2002
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
State University of New York College at Brockport 1991 — 1995
Bachelor of Science (B.S.), Business Administration: Concentration in Finance and minor in Economics
Cannon Financial Institute
Karpus Investment Management February 2014 - Present
Nixon Peabody Financial Advisors LLC January 2012 - September 2013
Nixon Peabody Financial Advisors LLC March 2010 - January 2012
JPMorgan Chase August 2009 - March 2010
JPMorgan Chase February 2004 - November 2008
JPMorgan Chase January 2002 - February 2004
FleetBoston Financial April 1999 - May 2001
FleetBoston Financial January 1998 - April 1999
FleetBoston Financial May 1996 - January 1998
Skills
Series 65, Investments, Securities, Private Equity, Portfolio Management, Asset Management, Equities, Alternative Investments, Fixed Income, Mutual Funds, Corporate Finance, Valuation, Financial Analysis, Credit Analysis, Mortgage Lending, Budget Forecasts, Underwriting, Commercial Lending, Loans, Banking, Credit, Financial Risk, Bonds, Investment Management, Hedge Funds, Finance, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2002
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
State University of New York College at Brockport 1991 — 1995
Bachelor of Science (B.S.), Business Administration: Concentration in Finance and minor in Economics
Cannon Financial Institute
Daniel Clarkson's FleetBoston Financial Experience July 2002 - May 2004
Job Litigation Associate at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP September 2012 - Present
U.S. District Court for the Western District of Tennessee August 2011 - August 2012
Baker & Hostetler LLP October 2009 - June 2011
Dechert LLP September 2007 - March 2009
FleetBoston Financial July 2002 - May 2004
Education
New York University School of Law 2004 — 2007
Juris Doctor (J.D.)
Duke University 1998 — 2002
Bachelor of Science (B.S.)
Greenberg Traurig, LLP September 2012 - Present
U.S. District Court for the Western District of Tennessee August 2011 - August 2012
Baker & Hostetler LLP October 2009 - June 2011
Dechert LLP September 2007 - March 2009
FleetBoston Financial July 2002 - May 2004
Education
New York University School of Law 2004 — 2007
Juris Doctor (J.D.)
Duke University 1998 — 2002
Bachelor of Science (B.S.)
Rachael Romanowski Rachael Romanowski's FleetBoston Financial Experience June 2002 - December 2004
Job Accounting Supervisor at Newport Federal Savings Bank (NewportFed)
Industry Financial Services
Experience
Newport Federal Savings Bank (NewportFed) January 2005 - Present
Fleetboston Financial June 2002 - December 2004
Skills
GAAP, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Banking, Account Reconciliation, Internal Controls, Financial Statements, Fixed Assets, Financial Reporting, Accruals, Financial Accounting, Accounting, Journal Entries, Consolidation
Education
Johnson and Wales University 1996 — 2000
Bachelor of Science (BS), Accounting
Newport Federal Savings Bank (NewportFed) January 2005 - Present
Fleetboston Financial June 2002 - December 2004
Skills
GAAP, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Banking, Account Reconciliation, Internal Controls, Financial Statements, Fixed Assets, Financial Reporting, Accruals, Financial Accounting, Accounting, Journal Entries, Consolidation
Education
Johnson and Wales University 1996 — 2000
Bachelor of Science (BS), Accounting
Donald Newberg Donald Newberg's FleetBoston Financial Experience February 1995 - September 2000
Job Vice President at Citizens Bank/RBS Citizens, N.A.
Industry Financial Services
Experience
Citizens Bank September 2012 - Present
Textron Financial Corp. March 2004 - April 2012
Textron Business Credit, Inc. June 2003 - March 2004
Textron Business Credit, Inc. July 2002 - June 2003
Textron Business Credit, Inc. March 2001 - July 2002
Textron Business Credit, Inc. September 2000 - March 2001
FleetBoston Financial February 1995 - September 2000
New Bedford Institution for Savings September 1992 - February 1995
Skills
Financial Analysis, Risk Management, Portfolio Management, Credit Analysis, Credit, Commercial Lending, Process Improvement, Commercial Banking, Credit Risk, Underwriting, Strategy, Commercial Mortgages, Mortgage Lending, Loan Servicing, Leadership, Banking, Corporate Finance, Relationship Management, Structured Finance, Financial Services, Small Business Lending, Financial Modeling, Asset Based Lending, Consumer Lending, Auditing, Loans, Finance, Restructuring, Financial Risk, Cash Management, Loan Origination, Capital Markets, Funding, Executive Management, Asset Management, Due Diligence, Valuation, Financial Structuring, Mergers & Acquisitions, Strategic Financial..., Enterprise Risk..., Investments, Leveraged Finance, Commercial Finance, Factoring, Private Equity, Credit Scoring, Cash Flow, Loss Mitigation, Workout
Education
Providence College
B.A., Mathematics
Citizens Bank September 2012 - Present
Textron Financial Corp. March 2004 - April 2012
Textron Business Credit, Inc. June 2003 - March 2004
Textron Business Credit, Inc. July 2002 - June 2003
Textron Business Credit, Inc. March 2001 - July 2002
Textron Business Credit, Inc. September 2000 - March 2001
FleetBoston Financial February 1995 - September 2000
New Bedford Institution for Savings September 1992 - February 1995
Skills
Financial Analysis, Risk Management, Portfolio Management, Credit Analysis, Credit, Commercial Lending, Process Improvement, Commercial Banking, Credit Risk, Underwriting, Strategy, Commercial Mortgages, Mortgage Lending, Loan Servicing, Leadership, Banking, Corporate Finance, Relationship Management, Structured Finance, Financial Services, Small Business Lending, Financial Modeling, Asset Based Lending, Consumer Lending, Auditing, Loans, Finance, Restructuring, Financial Risk, Cash Management, Loan Origination, Capital Markets, Funding, Executive Management, Asset Management, Due Diligence, Valuation, Financial Structuring, Mergers & Acquisitions, Strategic Financial..., Enterprise Risk..., Investments, Leveraged Finance, Commercial Finance, Factoring, Private Equity, Credit Scoring, Cash Flow, Loss Mitigation, Workout
Education
Providence College
B.A., Mathematics
Christopher LeVasseur Christopher LeVasseur's FleetBoston Financial Experience December 2000 - December 2002
Job Systems Developer at Open Solutions
Industry Information Technology and Services
Experience
Open Solutions, now part of Fiserv August 2011 - Present
PartnerRe November 2010 - May 2011
Open Solutions October 2008 - November 2010
Open Solutions June 2007 - October 2008
Northeastern University September 2004 - May 2006
FleetBoston Financial December 2000 - December 2002
Skills
Business Analysis, PL/SQL, SQL, Vendor Management, XML, C#
Education
Northeastern University 2003 — 2006
Bachelor of Science, Political Science
Manchester Community College 2009 — 2010
Computer Programming Technology
Open Solutions, now part of Fiserv August 2011 - Present
PartnerRe November 2010 - May 2011
Open Solutions October 2008 - November 2010
Open Solutions June 2007 - October 2008
Northeastern University September 2004 - May 2006
FleetBoston Financial December 2000 - December 2002
Skills
Business Analysis, PL/SQL, SQL, Vendor Management, XML, C#
Education
Northeastern University 2003 — 2006
Bachelor of Science, Political Science
Manchester Community College 2009 — 2010
Computer Programming Technology
Julius Lewis Julius Lewis's FleetBoston Financial Experience January 1999 - January 2003
Job Independent Financial Consultant
Industry Insurance
Experience
Edge on Life January 2003 - Present
MASSMUTUAL January 2004 - January 2006
Fidelity Guarantee Life and AFLAC June 2003 - June 2004
Fleet Bank January 2000 - July 2003
FLEETBOSTON FINANCIAL January 1999 - January 2003
Lincoln Financial Group January 2000 - January 2001
Skills
Analysis, Insurance, Mentoring, Outlook, Customer Relations, Administration, Employee Benefits, Sales, Team Building, Contract Negotiation, Strategic Planning, Fixed Annuities, Financial Analysis, Public Speaking, Customer Service, Health Insurance, Policy, Leadership
Education
University of Massachusetts, Amherst 1997 — 2000
Bachlors, Business Management
Springfield Technical Community College 1995 — 1997
Associate of Science, Business Management and Liberal Arts
Edge on Life January 2003 - Present
MASSMUTUAL January 2004 - January 2006
Fidelity Guarantee Life and AFLAC June 2003 - June 2004
Fleet Bank January 2000 - July 2003
FLEETBOSTON FINANCIAL January 1999 - January 2003
Lincoln Financial Group January 2000 - January 2001
Skills
Analysis, Insurance, Mentoring, Outlook, Customer Relations, Administration, Employee Benefits, Sales, Team Building, Contract Negotiation, Strategic Planning, Fixed Annuities, Financial Analysis, Public Speaking, Customer Service, Health Insurance, Policy, Leadership
Education
University of Massachusetts, Amherst 1997 — 2000
Bachlors, Business Management
Springfield Technical Community College 1995 — 1997
Associate of Science, Business Management and Liberal Arts
Christie DeMichael's FleetBoston Financial Experience September 1984 - April 2004
Job Human Resources Professional
Industry Human Resources
Experience
Texas Instruments June 2012 - Present
Daktari Diagnostics March 2012 - May 2012
IDEXX Laboratories November 2006 - June 2011
Bank of America April 2004 - December 2005
FleetBoston Financial September 1984 - April 2004
Casco Northern Bank 1980 - 1987
Skills
Human Resources
Education
Lesley College
BS, Education
Texas Instruments June 2012 - Present
Daktari Diagnostics March 2012 - May 2012
IDEXX Laboratories November 2006 - June 2011
Bank of America April 2004 - December 2005
FleetBoston Financial September 1984 - April 2004
Casco Northern Bank 1980 - 1987
Skills
Human Resources
Education
Lesley College
BS, Education
Donald George Vilsack Jr. Donald George Vilsack Jr.'s FleetBoston Financial Experience October 2003 - November 2003
Job QA Engagement Manager / Project Manager at Orasi Software
Industry Information Technology and Services
Experience
Walt Disney Parks and Resorts August 2012 - Present
JM Family Enterprises March 2012 - August 2012
AT&T Mobility October 2011 - March 2012
Blue Cross & Blue Shield of Mississippi June 2008 - August 2011
BlueCross BlueShield of SC - QA-Visions Inc October 2007 - December 2007
Wilmington Finance - QA-Visions Inc March 2007 - July 2007
Harrah's Entertainment- QA-Visions Inc June 2005 - February 2007
Fiserv TechnologyOne, Pittsburgh, PA - QA-Visions Inc January 2006 - June 2006
International Steel Group (ISG) December 2003 - January 2005
FleetBoston Financial October 2003 - November 2003
Skills
QA Archtiect 10+ years, QA Manager 15+ years, RUP - Rational Unified..., Scrum - Agile software..., CMM - CMMI Capability..., Six Sigma - Business..., ITIL – Information..., IEEE Software..., Defect Tracking, Quality Assurance, Process Improvement, Quality Center, Agile Methodologies, CMMI, Waterfall, CMM, Test Planning
Education
University of Pittsburgh
MSIS, Information Science
Point Park University
BSCS, Computer Science
Walt Disney Parks and Resorts August 2012 - Present
JM Family Enterprises March 2012 - August 2012
AT&T Mobility October 2011 - March 2012
Blue Cross & Blue Shield of Mississippi June 2008 - August 2011
BlueCross BlueShield of SC - QA-Visions Inc October 2007 - December 2007
Wilmington Finance - QA-Visions Inc March 2007 - July 2007
Harrah's Entertainment- QA-Visions Inc June 2005 - February 2007
Fiserv TechnologyOne, Pittsburgh, PA - QA-Visions Inc January 2006 - June 2006
International Steel Group (ISG) December 2003 - January 2005
FleetBoston Financial October 2003 - November 2003
Skills
QA Archtiect 10+ years, QA Manager 15+ years, RUP - Rational Unified..., Scrum - Agile software..., CMM - CMMI Capability..., Six Sigma - Business..., ITIL – Information..., IEEE Software..., Defect Tracking, Quality Assurance, Process Improvement, Quality Center, Agile Methodologies, CMMI, Waterfall, CMM, Test Planning
Education
University of Pittsburgh
MSIS, Information Science
Point Park University
BSCS, Computer Science
Jennifer Chouinard's FleetBoston Financial Experience December 2000 - June 2004
Job Creative Manager at Pioneer Investments
Industry Design
Experience
Pioneer Investments April 2013 - Present
Pioneer Investments May 2006 - April 2013
Baseline Development Group October 2004 - July 2005
FleetBoston Financial December 2000 - June 2004
Next Jump July 2000 - October 2000
Phoenix Media Communications Group August 1997 - July 2000
Skills
Interaction Design, Art Direction, Creative Strategy, Branding & Identity, Corporate Branding, Graphic Design, Management, Layout, Adobe Creative Suite, QuarkXPress, Brochures, Corporate Identity, Logo Design, Adobe Acrobat, InDesign, Collateral, Photoshop, Creative Direction, Direct Mail, Marketing Communications, Brand Development, Illustrator, Advertising, Flash Animation, Flash, Concept Development, Visual Communication, Branding, Final Cut Pro, WordPress, Pre-press, Web Design, Typography, Dreamweaver, Brand Management, Integrated Marketing, Graphics, Social Media, Illustration, Posters, Video Production, Video Editing, Corporate Meetings, Financial Services, Marketing, Premiere, Photography, HTML Emails, Project Management
Education
Northeastern University 2015 — 2017
Pursuing Degree BS in Liberal Studies, Liberal Studies, Minoring in Management and Organizational Communication
Pioneer Investments April 2013 - Present
Pioneer Investments May 2006 - April 2013
Baseline Development Group October 2004 - July 2005
FleetBoston Financial December 2000 - June 2004
Next Jump July 2000 - October 2000
Phoenix Media Communications Group August 1997 - July 2000
Skills
Interaction Design, Art Direction, Creative Strategy, Branding & Identity, Corporate Branding, Graphic Design, Management, Layout, Adobe Creative Suite, QuarkXPress, Brochures, Corporate Identity, Logo Design, Adobe Acrobat, InDesign, Collateral, Photoshop, Creative Direction, Direct Mail, Marketing Communications, Brand Development, Illustrator, Advertising, Flash Animation, Flash, Concept Development, Visual Communication, Branding, Final Cut Pro, WordPress, Pre-press, Web Design, Typography, Dreamweaver, Brand Management, Integrated Marketing, Graphics, Social Media, Illustration, Posters, Video Production, Video Editing, Corporate Meetings, Financial Services, Marketing, Premiere, Photography, HTML Emails, Project Management
Education
Northeastern University 2015 — 2017
Pursuing Degree BS in Liberal Studies, Liberal Studies, Minoring in Management and Organizational Communication
Catherine Janson, CFA's FleetBoston Financial Experience May 2001 - May 2003
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2010 - Present
CIBC Wood Gundy November 2003 - March 2009
FleetBoston Financial May 2001 - May 2003
Skills
Equities, Portfolio Management, Research, Asset Management, Investments, Mutual Funds, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Investment Management, ETFs, Financial Risk, Fixed Income
Education
CFA Institute 2000 — 2003
CFA designation
HEC Montréal 1998 — 2000
MSc., Finance
McGill University 1995 — 1998
B. Com, Joint Honors Finance and Economics
Collège de Bois de Boulogne 1993 — 1995
DEC
Collège St-Sacrement 1988 — 1993
RBC Dominion Securities March 2010 - Present
CIBC Wood Gundy November 2003 - March 2009
FleetBoston Financial May 2001 - May 2003
Skills
Equities, Portfolio Management, Research, Asset Management, Investments, Mutual Funds, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Investment Management, ETFs, Financial Risk, Fixed Income
Education
CFA Institute 2000 — 2003
CFA designation
HEC Montréal 1998 — 2000
MSc., Finance
McGill University 1995 — 1998
B. Com, Joint Honors Finance and Economics
Collège de Bois de Boulogne 1993 — 1995
DEC
Collège St-Sacrement 1988 — 1993
Eoin Gregg's FleetBoston Financial Experience July 2000 - August 2003
Job
Industry Banking
Experience
HSBC February 2015 - Present
Dayco, LLC July 2009 - February 2015
Avaya 2005 - 2009
Kmart Corporation May 2004 - August 2004
FleetBoston Financial July 2000 - August 2003
Skills
Financial Modeling, Corporate Finance
Education
University of Notre Dame 2003 — 2005
MBA, Mendoza College of Business
Saint Bonaventure University 1996 — 2000
BBA
HSBC February 2015 - Present
Dayco, LLC July 2009 - February 2015
Avaya 2005 - 2009
Kmart Corporation May 2004 - August 2004
FleetBoston Financial July 2000 - August 2003
Skills
Financial Modeling, Corporate Finance
Education
University of Notre Dame 2003 — 2005
MBA, Mendoza College of Business
Saint Bonaventure University 1996 — 2000
BBA
Rich Mosher's FleetBoston Financial Experience 1999 - 2002
Job
Industry Information Technology and Services
Experience
Atos June 2013 - Present
New York State Taxation and Finance March 2010 - May 2013
SCORE August 2009 - July 2012
Bank of America September 2007 - August 2009
Bank of America 2005 - September 2007
Bank of America 2002 - 2005
FleetBoston Financial 1999 - 2002
FleetBoston Financial 1991 - 1999
Bank of New England 1973 - 1991
Skills
Disaster Recovery, Risk Management, IT Strategy, Vendor Management, Banking, Process Improvement, Program Management, SDLC, Leadership, Data Center, Business Process..., Management, Business Analysis, Project Management, Enterprise Software, IT Operations, Project Planning, Team Building, Databases, IT Management, Integration, Enterprise Architecture, Project Portfolio..., PMO
Education
Northeastern University 1970 — 1985
BS, MIS
Atos June 2013 - Present
New York State Taxation and Finance March 2010 - May 2013
SCORE August 2009 - July 2012
Bank of America September 2007 - August 2009
Bank of America 2005 - September 2007
Bank of America 2002 - 2005
FleetBoston Financial 1999 - 2002
FleetBoston Financial 1991 - 1999
Bank of New England 1973 - 1991
Skills
Disaster Recovery, Risk Management, IT Strategy, Vendor Management, Banking, Process Improvement, Program Management, SDLC, Leadership, Data Center, Business Process..., Management, Business Analysis, Project Management, Enterprise Software, IT Operations, Project Planning, Team Building, Databases, IT Management, Integration, Enterprise Architecture, Project Portfolio..., PMO
Education
Northeastern University 1970 — 1985
BS, MIS
Jeffrey Zarse's FleetBoston Financial Experience 2000 - 2003
Job Director Product Manager Cloud
Industry Computer Networking
Experience
Atos 2008 - Present
Siemens Business Services 2008 - Present
Siemens IT Solutions and Services 2007 - Present
Siemens IT Service and Solutions 2005 - Present
Siemens Information Systems April 2005 - July 2011
MetLife March 2005 - November 2005
IBM Global Services February 2002 - April 2005
FleetBoston Financial 2000 - 2003
Fleet 2000 - 2003
Accenture 1997 - 2002
Skills
Cloud Computing, IT Service Management, Data Center, Enterprise Software, SaaS, IT Strategy, Enterprise Architecture, Management, Program Management, ITIL, Information Technology, Outsourcing, Integration, E-commerce, IT Management, Business Case, Private Cloud, Hybrid Cloud, vCenter Server, Six Sigma, Cloud Computing IaaS, PaaS, System Automation, Service Management, Service Delivery, VDI, Technology Convergence, TCP/IP, Vendor Management, VPN, Requirements Analysis, Networking
Education
Northeastern University 1982 — 1988
BS, Business/Finance
Atos 2008 - Present
Siemens Business Services 2008 - Present
Siemens IT Solutions and Services 2007 - Present
Siemens IT Service and Solutions 2005 - Present
Siemens Information Systems April 2005 - July 2011
MetLife March 2005 - November 2005
IBM Global Services February 2002 - April 2005
FleetBoston Financial 2000 - 2003
Fleet 2000 - 2003
Accenture 1997 - 2002
Skills
Cloud Computing, IT Service Management, Data Center, Enterprise Software, SaaS, IT Strategy, Enterprise Architecture, Management, Program Management, ITIL, Information Technology, Outsourcing, Integration, E-commerce, IT Management, Business Case, Private Cloud, Hybrid Cloud, vCenter Server, Six Sigma, Cloud Computing IaaS, PaaS, System Automation, Service Management, Service Delivery, VDI, Technology Convergence, TCP/IP, Vendor Management, VPN, Requirements Analysis, Networking
Education
Northeastern University 1982 — 1988
BS, Business/Finance
James Goncalves's FleetBoston Financial Experience April 2000 - January 2003
Job
Industry Graphic Design
Experience
MetLife November 2004 - Present
Jango Creative 2005 - Present
FleetBoston Financial April 2000 - January 2003
Boston Phoenix September 1997 - March 2000
Skills
User Experience, Interaction Design, Art Direction, User Interface Design, Web Design, Branding, Information Architecture, Typography, Logo Design, Creative Direction, Brochures, Graphic Design, Layout, Photography, Brand Development, Adobe Creative Suite, Graphics, User Experience Design, Art
Education
The University of Connecticut 1993 — 1997
BA
Massachusetts College of Art and Design
MetLife November 2004 - Present
Jango Creative 2005 - Present
FleetBoston Financial April 2000 - January 2003
Boston Phoenix September 1997 - March 2000
Skills
User Experience, Interaction Design, Art Direction, User Interface Design, Web Design, Branding, Information Architecture, Typography, Logo Design, Creative Direction, Brochures, Graphic Design, Layout, Photography, Brand Development, Adobe Creative Suite, Graphics, User Experience Design, Art
Education
The University of Connecticut 1993 — 1997
BA
Massachusetts College of Art and Design
Philipp Daal's FleetBoston Financial Experience 2001 - 2003
Job Comm'l Project Manager at Santander
Industry Banking
Experience
Sovereign Santander July 2006 - Present
Sovereign Bank July 2006 - August 2007
American Academy of Arts & Sciences 2003 - 2006
FleetBoston Financial 2001 - 2003
BankBoston, N.A. 1997 - 2001
Copley Plaza Hotel 1990 - 1993
Skills
Languages, Database Management, Analysis, Cash Management, Commercial Banking, Banking, Risk Management, Business Development, Portfolio Management, Financial Analysis, Retail Banking, Database Admin, Finance, Strategy, Loans, Credit, Management
Education
American Institute for Advanced Finance
Certificate of Completion, Fundamentals of Financial Mgt, Financial Stmt Analysis, Investment Analysis, Portfolio Mgmt
Maerlant Lyceum
Atheneum, Languages & General Ed.
Santa Barbara City College
A.A., Hotel, Restaurant & Culinary Arts
University of California, Santa Barbara
University of Nevada-Las Vegas - College of Business
Bachelor of Science, Hotel & Business Administration
Université de Lausanne
Specialized Studies, Hospitality
Sovereign Santander July 2006 - Present
Sovereign Bank July 2006 - August 2007
American Academy of Arts & Sciences 2003 - 2006
FleetBoston Financial 2001 - 2003
BankBoston, N.A. 1997 - 2001
Copley Plaza Hotel 1990 - 1993
Skills
Languages, Database Management, Analysis, Cash Management, Commercial Banking, Banking, Risk Management, Business Development, Portfolio Management, Financial Analysis, Retail Banking, Database Admin, Finance, Strategy, Loans, Credit, Management
Education
American Institute for Advanced Finance
Certificate of Completion, Fundamentals of Financial Mgt, Financial Stmt Analysis, Investment Analysis, Portfolio Mgmt
Maerlant Lyceum
Atheneum, Languages & General Ed.
Santa Barbara City College
A.A., Hotel, Restaurant & Culinary Arts
University of California, Santa Barbara
University of Nevada-Las Vegas - College of Business
Bachelor of Science, Hotel & Business Administration
Université de Lausanne
Specialized Studies, Hospitality
Elizabeth Lamb's FleetBoston Financial Experience 1999 - 2003
Job Software Engineer, Infrastructure Architect
Industry Information Technology and Services
Experience
Bank of America March 2008 - April 2014
Bank of America October 1997 - March 2008
Fleet Bank 1999 - 2004
FleetBoston Financial 1999 - 2003
Skills
Web Content Management, SDLC, Project Portfolio..., IT Strategy, Enterprise Content..., Business Analysis, Visio, Technical Architecture, Banking, SharePoint, Risk Management, Process Improvement, IT Management, Websphere, Application Architecture, Agile Methodologies, ITIL, Oracle, Business Intelligence, Data Modeling, Data Warehousing, Integration, Software Development, Software Project...
Education
Iona College 1977 — 1982
Bachelor of Science, with Distinction, Business Data Processing, Computer Science
Bank of America March 2008 - April 2014
Bank of America October 1997 - March 2008
Fleet Bank 1999 - 2004
FleetBoston Financial 1999 - 2003
Skills
Web Content Management, SDLC, Project Portfolio..., IT Strategy, Enterprise Content..., Business Analysis, Visio, Technical Architecture, Banking, SharePoint, Risk Management, Process Improvement, IT Management, Websphere, Application Architecture, Agile Methodologies, ITIL, Oracle, Business Intelligence, Data Modeling, Data Warehousing, Integration, Software Development, Software Project...
Education
Iona College 1977 — 1982
Bachelor of Science, with Distinction, Business Data Processing, Computer Science
Larry Barnes's FleetBoston Financial Experience 2000 - 2001
Job BI consultant
Industry Computer Software
Experience
Stonemeadow Solutions May 2006 - Present
BlueMetal Architects February 2011 - November 2014
Solid Quality Mentors 2007 - 2012
Solid Quality Mentors May 2010 - November 2010
CRICO/RMF November 2009 - April 2010
Related Companies 2008 - July 2009
Health Dialog September 2006 - November 2007
Avanade August 2000 - June 2006
Avanade December 2002 - May 2005
FleetBoston Financial 2000 - 2001
Skills
Business Intelligence, Enterprise Data, Data Integration, Microsoft BI Suite, Master Data Management, ETL, PowerPivot, Analysis Services, MS Integration Services, MS Reporting Services, Enterprise Architecture, Data Warehousing, Enterprise Software, Microsoft SQL Server, SQL, SDLC, Software Development, Database Design, Integration, Architecture, Microsoft Technologies, Business Analysis, .NET, Application Architecture, SSRS, Agile Methodologies, Solution Architecture, SSIS, Cloud Computing, Consulting, Business Intelligence..., SharePoint, Relational Databases, Program Management, OLAP, Data Modeling, T-SQL, Data Warehouse..., Databases, IT Strategy, MDX, SOA, Scrum, Software Project..., Web Services, Windows Azure, Architectures
Education
State University of New York at Oswego 1974 — 1979
BS, Applied Mathematical Economics
Stonemeadow Solutions May 2006 - Present
BlueMetal Architects February 2011 - November 2014
Solid Quality Mentors 2007 - 2012
Solid Quality Mentors May 2010 - November 2010
CRICO/RMF November 2009 - April 2010
Related Companies 2008 - July 2009
Health Dialog September 2006 - November 2007
Avanade August 2000 - June 2006
Avanade December 2002 - May 2005
FleetBoston Financial 2000 - 2001
Skills
Business Intelligence, Enterprise Data, Data Integration, Microsoft BI Suite, Master Data Management, ETL, PowerPivot, Analysis Services, MS Integration Services, MS Reporting Services, Enterprise Architecture, Data Warehousing, Enterprise Software, Microsoft SQL Server, SQL, SDLC, Software Development, Database Design, Integration, Architecture, Microsoft Technologies, Business Analysis, .NET, Application Architecture, SSRS, Agile Methodologies, Solution Architecture, SSIS, Cloud Computing, Consulting, Business Intelligence..., SharePoint, Relational Databases, Program Management, OLAP, Data Modeling, T-SQL, Data Warehouse..., Databases, IT Strategy, MDX, SOA, Scrum, Software Project..., Web Services, Windows Azure, Architectures
Education
State University of New York at Oswego 1974 — 1979
BS, Applied Mathematical Economics
Dan Vlossak's FleetBoston Financial Experience November 1998 - December 1999
Job Corporate Marketing Manager at TRC Companies, Inc.
Industry Financial Services
Experience
TRC Companies, Inc. December 2014 - Present
John Hancock Financial September 2006 - November 2014
VHB 2001 - 2006
Sovereign Bank December 1999 - December 2001
FleetBoston Financial November 1998 - December 1999
Courier Enterprises December 1995 - July 1998
Mount Blue Publishing 1995 - 1995
Skills
Writing, Internal Communications, Public Relations, Editing, Newsletters, Event Management, Corporate Communications, Marketing Communications, Marketing, Media Relations, Press Releases, Strategic Communications, Crisis Communications, Copywriting, Integrated Marketing, Management, Social Media, Communications Planning, Copy Editing, Speech Writing, Email Marketing
Education
Emerson College 1990 — 1994
Bachelor of Science (B.S.), Journalism
Clinton Central School 1986 — 1990
TRC Companies, Inc. December 2014 - Present
John Hancock Financial September 2006 - November 2014
VHB 2001 - 2006
Sovereign Bank December 1999 - December 2001
FleetBoston Financial November 1998 - December 1999
Courier Enterprises December 1995 - July 1998
Mount Blue Publishing 1995 - 1995
Skills
Writing, Internal Communications, Public Relations, Editing, Newsletters, Event Management, Corporate Communications, Marketing Communications, Marketing, Media Relations, Press Releases, Strategic Communications, Crisis Communications, Copywriting, Integrated Marketing, Management, Social Media, Communications Planning, Copy Editing, Speech Writing, Email Marketing
Education
Emerson College 1990 — 1994
Bachelor of Science (B.S.), Journalism
Clinton Central School 1986 — 1990
Hans Chen's FleetBoston Financial Experience 1996 - 2004
Job SVP Wealth Planning Tools & Analytics at Bank of America
Industry Financial Services
Experience
Bank of America October 2005 - Present
FleetBoston Financial 1996 - 2004
Fleet Bank 1996 - 2004
BankBoston 1992 - 1996
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Financial Services, Risk Management, Analytics, Marketing, Private Equity, IT Strategy, Business Strategy, Credit Risk, Investments, Financial Risk, Process Improvement, Credit Cards
Education
Harvard University
Bank of America October 2005 - Present
FleetBoston Financial 1996 - 2004
Fleet Bank 1996 - 2004
BankBoston 1992 - 1996
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Financial Services, Risk Management, Analytics, Marketing, Private Equity, IT Strategy, Business Strategy, Credit Risk, Investments, Financial Risk, Process Improvement, Credit Cards
Education
Harvard University
Dana Huddleston's FleetBoston Financial Experience 1995 - 2004
Job VP, Single Point of Contact at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans August 2014 - Present
Caliber Home Loans January 2014 - July 2014
Green Tree Servicing May 2013 - January 2014
MetLife Home Loans May 2011 - May 2013
Performance Management Consultant November 2009 - May 2011
Bank of America April 2004 - February 2009
Fleet Bank 1999 - 2004
FleetBoston Financial 1995 - 2004
Shawmut Bank 1990 - 1995
Skills
Performance Management, Call Center, Customer Experience, Process Improvement, Change Management, Banking, Operations Management, Business Process..., Vendor Management, Financial Services, Strategic Planning, Financial Risk, Relationship Management, Forecasting, Metrics, Risk Management, Credit, Leadership, Business Analysis, Retail Banking, Call Centers, Customer Service, Analysis, Coaching, Strategy, Mergers & Acquisitions, Management, Integration, Finance, Sales Operations, Data Management, Reporting & Analysis, Executive Management, Sales Management, Loans
Education
Gordon College 1982 — 1986
B.A., Business
Caliber Home Loans August 2014 - Present
Caliber Home Loans January 2014 - July 2014
Green Tree Servicing May 2013 - January 2014
MetLife Home Loans May 2011 - May 2013
Performance Management Consultant November 2009 - May 2011
Bank of America April 2004 - February 2009
Fleet Bank 1999 - 2004
FleetBoston Financial 1995 - 2004
Shawmut Bank 1990 - 1995
Skills
Performance Management, Call Center, Customer Experience, Process Improvement, Change Management, Banking, Operations Management, Business Process..., Vendor Management, Financial Services, Strategic Planning, Financial Risk, Relationship Management, Forecasting, Metrics, Risk Management, Credit, Leadership, Business Analysis, Retail Banking, Call Centers, Customer Service, Analysis, Coaching, Strategy, Mergers & Acquisitions, Management, Integration, Finance, Sales Operations, Data Management, Reporting & Analysis, Executive Management, Sales Management, Loans
Education
Gordon College 1982 — 1986
B.A., Business
Kevin Zimmerman's FleetBoston Financial Experience April 2000 - April 2004
Job VP and Senior Manager, Employee Communications at HSBC
Industry Public Relations and Communications
Experience
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Pete Jakubowski's FleetBoston Financial Experience October 1991 - September 1997
Job IT Release Management, Quality Assurance, Configuration Management, Database Support, Audit Support, Risk Mitigation
Industry Financial Services
Experience
SEI Investments September 1997 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors 1996 - Present
FleetBoston Financial October 1991 - September 1997
Bank of America 1986 - 1996
Bath Iron Works March 1989 - October 1991
FleetBoston Financial October 1986 - March 1989
Cincom Systems, Inc August 1983 - November 1986
Onondaga/Madison BOCES July 1973 - December 1981
Oneida County BOCES November 1968 - June 1972
Skills
Vendor Management, Systems Analysis, Software Project..., Risk Management, Databases, Mainframe, Project Management, IBM Mainframe, Enterprise Software, Leadership, Management, Quality Assurance, Business Analysis, SDLC, Process Improvement, CRM
Education
State University of New York - System 1969 — 1972
SEI Investments September 1997 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors 1996 - Present
FleetBoston Financial October 1991 - September 1997
Bank of America 1986 - 1996
Bath Iron Works March 1989 - October 1991
FleetBoston Financial October 1986 - March 1989
Cincom Systems, Inc August 1983 - November 1986
Onondaga/Madison BOCES July 1973 - December 1981
Oneida County BOCES November 1968 - June 1972
Skills
Vendor Management, Systems Analysis, Software Project..., Risk Management, Databases, Mainframe, Project Management, IBM Mainframe, Enterprise Software, Leadership, Management, Quality Assurance, Business Analysis, SDLC, Process Improvement, CRM
Education
State University of New York - System 1969 — 1972
Jarrod Wallace's FleetBoston Financial Experience January 2000 - December 2002
Job Sr. Account Manager at SunGard
Industry Financial Services
Experience
SunGard February 2011 - Present
SunGard April 2007 - February 2011
Bank of America January 2003 - February 2005
FleetBoston Financial January 2000 - December 2002
BankBoston April 1996 - December 1999
Education
Northeastern University 1986 — 1991
SunGard February 2011 - Present
SunGard April 2007 - February 2011
Bank of America January 2003 - February 2005
FleetBoston Financial January 2000 - December 2002
BankBoston April 1996 - December 1999
Education
Northeastern University 1986 — 1991
Andrew D. Smaltz, CFA's FleetBoston Financial Experience February 2001 - December 2003
Job Director Citizens Asset Finance
Industry Banking
Experience
Citizens Commercial Banking January 2014 - Present
University of Redlands May 2013 - Present
Royal Bank of Scotland March 2010 - January 2014
First Republic Bank June 2009 - March 2010
Royal Bank of Scotland December 2005 - June 2009
ABN AMRO December 2003 - November 2005
FleetBoston Financial February 2001 - December 2003
Salzburg Seminar June 2000 - September 2000
Skills
Derivatives, Interest Rate..., Foreign Exchange, FX Options, Fixed Income, Capital Markets, Banking, Options, Swaps, Currency, Risk Management, Mergers & Acquisitions, Emerging Markets, Commercial Banking, Credit, Credit Analysis, Investment Banking, Financial Markets, Electronic Trading, Equity Derivatives, Operational Risk, Portfolio Management, Relationship Management, Funding, Quantitative Finance, Leveraged Finance, Loans, Rates, Wealth Management, Finance, Financial Structuring, Corporate Finance, Financial Analysis
Education
CFA 2008 — 2012
Finance, General
Suffolk University - Sawyer Business School 2003 — 2006
MSF, Finance
University of Redlands 1996 — 2000
BA, Business & Government
Brookline High School 1992 — 1996
General Studies
Citizens Commercial Banking January 2014 - Present
University of Redlands May 2013 - Present
Royal Bank of Scotland March 2010 - January 2014
First Republic Bank June 2009 - March 2010
Royal Bank of Scotland December 2005 - June 2009
ABN AMRO December 2003 - November 2005
FleetBoston Financial February 2001 - December 2003
Salzburg Seminar June 2000 - September 2000
Skills
Derivatives, Interest Rate..., Foreign Exchange, FX Options, Fixed Income, Capital Markets, Banking, Options, Swaps, Currency, Risk Management, Mergers & Acquisitions, Emerging Markets, Commercial Banking, Credit, Credit Analysis, Investment Banking, Financial Markets, Electronic Trading, Equity Derivatives, Operational Risk, Portfolio Management, Relationship Management, Funding, Quantitative Finance, Leveraged Finance, Loans, Rates, Wealth Management, Finance, Financial Structuring, Corporate Finance, Financial Analysis
Education
CFA 2008 — 2012
Finance, General
Suffolk University - Sawyer Business School 2003 — 2006
MSF, Finance
University of Redlands 1996 — 2000
BA, Business & Government
Brookline High School 1992 — 1996
General Studies
Ryan Parmele's FleetBoston Financial Experience January 2000 - April 2004
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2007 - Present
First Marblehead June 2005 - June 2007
Bank of America April 2004 - March 2005
FleetBoston Financial January 2000 - April 2004
BankBoston September 1995 - December 1999
Skills
Financial Analysis, Investments, Banking, Loans, Financial Modeling, Management, Analytics
Education
Hobart and William Smith Colleges 1991 — 1995
BA, English
Citizens Bank July 2007 - Present
First Marblehead June 2005 - June 2007
Bank of America April 2004 - March 2005
FleetBoston Financial January 2000 - April 2004
BankBoston September 1995 - December 1999
Skills
Financial Analysis, Investments, Banking, Loans, Financial Modeling, Management, Analytics
Education
Hobart and William Smith Colleges 1991 — 1995
BA, English
Suzanne Rosenthall's FleetBoston Financial Experience 1998 - 2003
Job AML/BSA Consulting and Contract Services
Industry Banking
Experience
Talmer Bank & Trust, formerly First Michigan Bank July 2011 - March 2014
IRS May 2010 - July 2011
ABN-AMRO/LaSalle Bank 2004 - 2008
FleetBoston Financial 1998 - 2003
Bank One 1995 - 1998
Ruesch International 1988 - 1994
Skills
Banking, AML, Certified Anti-Money..., Bank Secrecy Act, CAMS, KYC, USA PATRIOT Act
Education
Oakland University 2008 — 2009
Paralegal
Miami University 1984 — 1988
B.A., International Studies
Talmer Bank & Trust, formerly First Michigan Bank July 2011 - March 2014
IRS May 2010 - July 2011
ABN-AMRO/LaSalle Bank 2004 - 2008
FleetBoston Financial 1998 - 2003
Bank One 1995 - 1998
Ruesch International 1988 - 1994
Skills
Banking, AML, Certified Anti-Money..., Bank Secrecy Act, CAMS, KYC, USA PATRIOT Act
Education
Oakland University 2008 — 2009
Paralegal
Miami University 1984 — 1988
B.A., International Studies
Walter Marullo's FleetBoston Financial Experience November 2001 - April 2004
Job Managing Director at NewStar Financial
Industry Financial Services
Experience
NewStar Financial December 2005 - Present
Sovereign Bankcorp, Inc. December 2004 - December 2005
FleetBoston Financial November 2001 - April 2004
FleetBoston Financial September 2000 - November 2001
BankBoston, N.A. September 1996 - September 2000
BankBoston, N.A. October 1993 - September 1996
BankBoston, N.A. February 1992 - October 1993
BankBoston, N.A. July 1990 - February 1992
Skills
Valuation, Leadership, Management, Leveraged Finance, Credit Analysis, Corporate Finance, Healthcare Finance, Equities, Executive Management, Investments, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Healthcare, Structured Finance, Capital Markets, Financial Analysis, Bloomberg
Education
University of Virginia Darden School of Business 1988 — 1990
MBA
Harvard University 1978 — 1982
A.B., Biology
NewStar Financial December 2005 - Present
Sovereign Bankcorp, Inc. December 2004 - December 2005
FleetBoston Financial November 2001 - April 2004
FleetBoston Financial September 2000 - November 2001
BankBoston, N.A. September 1996 - September 2000
BankBoston, N.A. October 1993 - September 1996
BankBoston, N.A. February 1992 - October 1993
BankBoston, N.A. July 1990 - February 1992
Skills
Valuation, Leadership, Management, Leveraged Finance, Credit Analysis, Corporate Finance, Healthcare Finance, Equities, Executive Management, Investments, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Healthcare, Structured Finance, Capital Markets, Financial Analysis, Bloomberg
Education
University of Virginia Darden School of Business 1988 — 1990
MBA
Harvard University 1978 — 1982
A.B., Biology
Ken Springer's FleetBoston Financial Experience 2001 - 2002
Job Graphic Designer at Elderhostel
Industry Publishing
Experience
Elderhostel July 2009 - Present
Wellesley Information Services July 2005 - January 2009
Performer Publications, Inc. July 2002 - July 2005
FleetBoston Financial 2001 - 2002
Boston University 2001 - 2001
Boston University 2001 - 2001
Aquent 2000 - 2001
Payette Associates March 1998 - May 2000
Skills
Adobe Acrobat, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Typography, Photoshop, Logo Design, Corporate Identity, QuarkXPress, Layout, Magazines, Newsletters, Art Direction, Microsoft Office, Publishing, Brochures, Posters, Logos, Graphics, Retouching, Marketing Communications, Production, Pre-press, Branding & Identity, Dreamweaver, Direct Mail, Catalogs, Illustration, Publications, Creative Direction
Education
Long Island University, Southampton Campus 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Elderhostel July 2009 - Present
Wellesley Information Services July 2005 - January 2009
Performer Publications, Inc. July 2002 - July 2005
FleetBoston Financial 2001 - 2002
Boston University 2001 - 2001
Boston University 2001 - 2001
Aquent 2000 - 2001
Payette Associates March 1998 - May 2000
Skills
Adobe Acrobat, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Typography, Photoshop, Logo Design, Corporate Identity, QuarkXPress, Layout, Magazines, Newsletters, Art Direction, Microsoft Office, Publishing, Brochures, Posters, Logos, Graphics, Retouching, Marketing Communications, Production, Pre-press, Branding & Identity, Dreamweaver, Direct Mail, Catalogs, Illustration, Publications, Creative Direction
Education
Long Island University, Southampton Campus 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Chick Marks's FleetBoston Financial Experience October 1985 - July 2003
Job Senior Risk Manager at RBS Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2010 - June 2015
Sovereign Bank November 2009 - September 2010
Open Solutions April 2008 - June 2009
InSource Consulting November 2007 - April 2008
Webster Financial Corporation April 2004 - October 2007
FleetBoston Financial October 1985 - July 2003
Marine Midland Bank 1981 - 1985
Advance Mortgage 1975 - 1981
Skills
Enterprise Risk..., Financial Analysis, Compliance Management, Risk Reporting, Banking, @Risk, Financial Risk, Due Diligence, Risk Management, Finance, Credit, Portfolio Management, Internal Controls, Strategy, Leadership, Risk Assessment, Operational Risk, Strategic Financial..., Management, Analysis, Executive Management, Program Management, Commercial Lending, Commercial Banking, Financial Services, Financial Planning
Education
Wayne State University 1974 — 1976
MBA, Finance
Oakland University 1969 — 1972
BA, Sociology
Citizens Bank September 2010 - June 2015
Sovereign Bank November 2009 - September 2010
Open Solutions April 2008 - June 2009
InSource Consulting November 2007 - April 2008
Webster Financial Corporation April 2004 - October 2007
FleetBoston Financial October 1985 - July 2003
Marine Midland Bank 1981 - 1985
Advance Mortgage 1975 - 1981
Skills
Enterprise Risk..., Financial Analysis, Compliance Management, Risk Reporting, Banking, @Risk, Financial Risk, Due Diligence, Risk Management, Finance, Credit, Portfolio Management, Internal Controls, Strategy, Leadership, Risk Assessment, Operational Risk, Strategic Financial..., Management, Analysis, Executive Management, Program Management, Commercial Lending, Commercial Banking, Financial Services, Financial Planning
Education
Wayne State University 1974 — 1976
MBA, Finance
Oakland University 1969 — 1972
BA, Sociology
Kevin Boyle's FleetBoston Financial Experience 1997 - 2004
Job SVP, Head of Global Strategy at State Street
Industry Financial Services
Experience
State Street SVPFleetBoston1999 - 2004
FleetBoston Financial 1997 - 2004
Gemini Consulting 1991 - 1997
Education
Harvard Business School
State Street SVPFleetBoston1999 - 2004
FleetBoston Financial 1997 - 2004
Gemini Consulting 1991 - 1997
Education
Harvard Business School
Lisa Kasparian's FleetBoston Financial Experience 1999 - 2004
Job Active Directory Engineer & IT Specialist
Industry Information Technology and Services
Experience
Bank of America 2004 - August 2015
FleetBoston Financial 1999 - 2004
BankBoston 1990 - 1999
Skills
Vendor Management, Disaster Recovery, IT Strategy, SDLC, IT Management, Integration, Program Management, Infrastructure, ITIL, Data Center, Business Analysis, Enterprise Architecture, Process Improvement, Active Directory, Management, Risk Management, Visio, Security, IT Operations, Banking, Governance, Project Management, SharePoint, Information Security..., System Administration, Divestitures, Project Portfolio..., Active Directory..., Business Intelligence
Education
Mount Holyoke College
Bachelor’s Degree, Mathematics
Bank of America 2004 - August 2015
FleetBoston Financial 1999 - 2004
BankBoston 1990 - 1999
Skills
Vendor Management, Disaster Recovery, IT Strategy, SDLC, IT Management, Integration, Program Management, Infrastructure, ITIL, Data Center, Business Analysis, Enterprise Architecture, Process Improvement, Active Directory, Management, Risk Management, Visio, Security, IT Operations, Banking, Governance, Project Management, SharePoint, Information Security..., System Administration, Divestitures, Project Portfolio..., Active Directory..., Business Intelligence
Education
Mount Holyoke College
Bachelor’s Degree, Mathematics
Gerry Demone's FleetBoston Financial Experience October 1999 - September 2004
Job Human Resources Consultant specializing in Employee Relations and Problem Solving/Conflict Resolution
Industry Human Resources
Experience
In Transition November 2014 - Present
Simmons College March 2009 - November 2014
Bank of America October 2004 - December 2007
FleetBoston Financial October 1999 - September 2004
BankBoston July 1969 - September 1999
Skills
Employee Relations, Leadership, Human Resources, HR Consulting, Management, Leadership Development, Program Management, Project Management, Team Building, Talent Management, Strategic Planning, Policy, Mergers & Acquisitions, Labor Relations, Strategy, Performance Management, Recruiting
Education
Northeastern University 1977 — 1983
Bachelor of Science (BS), Accounting and Business/Management
In Transition November 2014 - Present
Simmons College March 2009 - November 2014
Bank of America October 2004 - December 2007
FleetBoston Financial October 1999 - September 2004
BankBoston July 1969 - September 1999
Skills
Employee Relations, Leadership, Human Resources, HR Consulting, Management, Leadership Development, Program Management, Project Management, Team Building, Talent Management, Strategic Planning, Policy, Mergers & Acquisitions, Labor Relations, Strategy, Performance Management, Recruiting
Education
Northeastern University 1977 — 1983
Bachelor of Science (BS), Accounting and Business/Management
Rose Curley's FleetBoston Financial Experience 1985 - 2001
Job Database Specialist at Pharmetrics
Industry Computer Software
Experience
IMS Health March 2006 - Present
Broadspire May 2002 - March 2006
PFPC Global Funds Services 2001 - 2002
FleetBoston Financial 1985 - 2001
Aetna Life & Casualty 1984 - 1985
United States Navy 1982 - 1984
Skills
SDLC, Enterprise Architecture, Databases, Data Warehousing, Disaster Recovery, Visio, Research, Data Management, Analytics, Business Analysis, Software Documentation, Business Intelligence, Access, Process Improvement, Data Analysis, Strategic Planning, Program Management, SAS, Project Management, Vendor Management, Systems Analysis, Analysis, Mainframe, Healthcare Information..., IT Management, Security, Team Leadership, Integration, Requirements Analysis, Data Modeling, SQL, ETL, Leadership, Microsoft SQL Server, IT Strategy, Business Process...
Education
Rensselaer Polytechnic Institute 1979 — 1982
BS, Mathematics
IMS Health March 2006 - Present
Broadspire May 2002 - March 2006
PFPC Global Funds Services 2001 - 2002
FleetBoston Financial 1985 - 2001
Aetna Life & Casualty 1984 - 1985
United States Navy 1982 - 1984
Skills
SDLC, Enterprise Architecture, Databases, Data Warehousing, Disaster Recovery, Visio, Research, Data Management, Analytics, Business Analysis, Software Documentation, Business Intelligence, Access, Process Improvement, Data Analysis, Strategic Planning, Program Management, SAS, Project Management, Vendor Management, Systems Analysis, Analysis, Mainframe, Healthcare Information..., IT Management, Security, Team Leadership, Integration, Requirements Analysis, Data Modeling, SQL, ETL, Leadership, Microsoft SQL Server, IT Strategy, Business Process...
Education
Rensselaer Polytechnic Institute 1979 — 1982
BS, Mathematics
Lora Goodman's FleetBoston Financial Experience 2000 - 2001
Job Market Insights Manager at Blue Cross Blue Shield of Massachusetts
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts January 2012 - Present
Blue Cross Blue Shield of Massachusetts 2001 - 2011
FleetBoston Financial 2000 - 2001
Chadwick Martin Bailey 1998 - 2000
Skills
Marketing Strategy, Competitive Analysis, Analysis, Primary Research, Survey Design, Managed Care, Customer Insight, Project Management, Quantitative Research, focus groups
Education
Simmons College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Journalism
Blue Cross Blue Shield of Massachusetts January 2012 - Present
Blue Cross Blue Shield of Massachusetts 2001 - 2011
FleetBoston Financial 2000 - 2001
Chadwick Martin Bailey 1998 - 2000
Skills
Marketing Strategy, Competitive Analysis, Analysis, Primary Research, Survey Design, Managed Care, Customer Insight, Project Management, Quantitative Research, focus groups
Education
Simmons College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Journalism
Anwiti Bahuguna's FleetBoston Financial Experience October 1999 - September 2003
Job Senior Portfolio Manager
Industry Investment Management
Experience
Columbia Management October 1998 - Present
Bank of America October 1998 - April 2010
FleetBoston Financial October 1999 - September 2003
Skills
Portfolio Management, Business Strategy, Asset Allocation, Economics, Asset Management, Equities, Fixed Income, Investments, Valuation, Alternative Investments, Financial Modeling, Investment Management, Financial Services, Investment Strategies, Mutual Funds, Bloomberg, Capital Markets, Derivatives, Wealth Management
Education
Northeastern University 1993 — 1998
Ph.D, Economics
St. Stephen's College 1988 — 1991
Bachelor of Arts (B.A.), Economics, Philosophy, First in Economics
Columbia Management October 1998 - Present
Bank of America October 1998 - April 2010
FleetBoston Financial October 1999 - September 2003
Skills
Portfolio Management, Business Strategy, Asset Allocation, Economics, Asset Management, Equities, Fixed Income, Investments, Valuation, Alternative Investments, Financial Modeling, Investment Management, Financial Services, Investment Strategies, Mutual Funds, Bloomberg, Capital Markets, Derivatives, Wealth Management
Education
Northeastern University 1993 — 1998
Ph.D, Economics
St. Stephen's College 1988 — 1991
Bachelor of Arts (B.A.), Economics, Philosophy, First in Economics
Patrick McCusker's FleetBoston Financial Experience April 1994 - October 2002
Job First VP at SunTrust Bank
Industry Banking
Experience
SunTrust Bank December 2010 - Present
SunTrust Bank October 2002 - November 2010
FleetBoston Financial April 1994 - October 2002
Qualis Incorporated July 1992 - June 1993
Skills
Credit Risk, Banking, Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Financial Planning and..., Analytics, Strategic Financial..., Finance, Management, Analysis, Credit Analysis, Commercial Banking, Loans, Credit, Portfolio Management, Financial Planning
Education
Franciscan University of Steubenville 1988 — 1992
Bachelor of Science (BS), Accounting
West Irondequoit High School
SunTrust Bank December 2010 - Present
SunTrust Bank October 2002 - November 2010
FleetBoston Financial April 1994 - October 2002
Qualis Incorporated July 1992 - June 1993
Skills
Credit Risk, Banking, Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Financial Planning and..., Analytics, Strategic Financial..., Finance, Management, Analysis, Credit Analysis, Commercial Banking, Loans, Credit, Portfolio Management, Financial Planning
Education
Franciscan University of Steubenville 1988 — 1992
Bachelor of Science (BS), Accounting
West Irondequoit High School
Pamela Pulver's FleetBoston Financial Experience 1989 - 2003
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America June 1989 - Present
FleetBoston Financial 1989 - 2003
Skills
Banking, Risk Management, Vendor Management, Supply Chain Management, Service Level Agreements, Project Management, Team Building, Team Leadership, Strategic Planning, Management, Fitness Training, Nutrition, Customer Service, Contract Negotiation, Health, Invoicing
Education
Endicott College 1982 — 1984
Business and Languages
Bank of America June 1989 - Present
FleetBoston Financial 1989 - 2003
Skills
Banking, Risk Management, Vendor Management, Supply Chain Management, Service Level Agreements, Project Management, Team Building, Team Leadership, Strategic Planning, Management, Fitness Training, Nutrition, Customer Service, Contract Negotiation, Health, Invoicing
Education
Endicott College 1982 — 1984
Business and Languages
Jim Vivian's FleetBoston Financial Experience 2000 - 2004
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America 2004 - Present
Fleet Bank 2001 - 2004
FleetBoston Financial 2000 - 2004
Education
Suffolk University
Bank of America 2004 - Present
Fleet Bank 2001 - 2004
FleetBoston Financial 2000 - 2004
Education
Suffolk University
James (Jamie) Lewis's FleetBoston Financial Experience September 1999 - March 2004
Job SVP at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group September 2013 - Present
RBS Citizens, N.A. January 2011 - August 2013
RBS Citizens N.A. September 2009 - December 2010
Wells Fargo Foothill August 2006 - April 2009
Banc of America Securities LLC March 2004 - August 2006
FleetBoston Financial September 1999 - March 2004
Fleet Bank March 1996 - September 1999
Bank of Boston March 1993 - March 1996
US Army November 1975 - August 1979
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1980 — 1982
MBA, Accounting/Finance
University of New Hampshire 1979 — 1980
MPA, City Administration
Randolph-Macon College 1971 — 1975
BA, Fun
Moses Brown School 1963 — 1970
Citizens Financial Group September 2013 - Present
RBS Citizens, N.A. January 2011 - August 2013
RBS Citizens N.A. September 2009 - December 2010
Wells Fargo Foothill August 2006 - April 2009
Banc of America Securities LLC March 2004 - August 2006
FleetBoston Financial September 1999 - March 2004
Fleet Bank March 1996 - September 1999
Bank of Boston March 1993 - March 1996
US Army November 1975 - August 1979
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1980 — 1982
MBA, Accounting/Finance
University of New Hampshire 1979 — 1980
MPA, City Administration
Randolph-Macon College 1971 — 1975
BA, Fun
Moses Brown School 1963 — 1970
Elaine (Prodromou) Mavrommatis's FleetBoston Financial Experience 2002 - 2004
Job Associate Creative Director at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Laura Fabrizio's FleetBoston Financial Experience 1999 - 2004
Job SVP Program Manager Corporate Workplace Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Yvette Yegumians's FleetBoston Financial Experience 1996 - 1998
Job Commercial Insurance, Marketing Manager at Liberty Mutual Insurance
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance 2013 - Present
Independent Consulting, Self-Employed September 2004 - 2013
FleetBoston Financial/Bank of America 1998 - 2004
FleetBoston Financial 1996 - 1998
PreVision Marketing 1995 - 1996
BayBank 1990 - 1995
HoustonEffler Advertising 1989 - 1990
Skills
Marketing Strategy, Advertising, Email Marketing, Leadership, Marketing, Team Leadership, Marketing Communications, Online Marketing, Direct Marketing, Integrated Marketing, Social Media Marketing, Digital Marketing, Competitive Analysis, Brand Development, Lead Generation, Management, Strategy
Education
Emerson College 1986 — 1990
B.S. Communication Studies, Advertising/Public Relations
Liberty Mutual Insurance 2013 - Present
Independent Consulting, Self-Employed September 2004 - 2013
FleetBoston Financial/Bank of America 1998 - 2004
FleetBoston Financial 1996 - 1998
PreVision Marketing 1995 - 1996
BayBank 1990 - 1995
HoustonEffler Advertising 1989 - 1990
Skills
Marketing Strategy, Advertising, Email Marketing, Leadership, Marketing, Team Leadership, Marketing Communications, Online Marketing, Direct Marketing, Integrated Marketing, Social Media Marketing, Digital Marketing, Competitive Analysis, Brand Development, Lead Generation, Management, Strategy
Education
Emerson College 1986 — 1990
B.S. Communication Studies, Advertising/Public Relations
Kat Kafalou's FleetBoston Financial Experience April 2002 - March 2003
Job AVP, Treasury Sales Senior Advisor
Industry Banking
Experience
Bank of America June 2015 - Present
Bank of America August 2005 - May 2015
Bank of America April 2003 - July 2005
FleetBoston Financial April 2002 - March 2003
FleetBoston Financial September 2000 - March 2002
Massachusetts Board Of Bar Overseers July 1998 - August 2000
Education
Smith College
B.A, Art History
American School of Classical Studies
Bank of America June 2015 - Present
Bank of America August 2005 - May 2015
Bank of America April 2003 - July 2005
FleetBoston Financial April 2002 - March 2003
FleetBoston Financial September 2000 - March 2002
Massachusetts Board Of Bar Overseers July 1998 - August 2000
Education
Smith College
B.A, Art History
American School of Classical Studies
Eric Redo's FleetBoston Financial Experience September 2001 - December 2005
Job Senior Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation January 2005 - Present
FleetBoston Financial September 2001 - December 2005
Skills
Risk Management, Management, Strategy, Employee Benefits, Financial Analysis, Leadership, Process Improvement, Equities, Finance, Analysis, Deferred Compensation
Education
Suffolk University - Sawyer Business School 1984 — 1986
MBA, General Business
Northeastern University 1979 — 1984
BSBA, Business Administration
State Street Corporation January 2005 - Present
FleetBoston Financial September 2001 - December 2005
Skills
Risk Management, Management, Strategy, Employee Benefits, Financial Analysis, Leadership, Process Improvement, Equities, Finance, Analysis, Deferred Compensation
Education
Suffolk University - Sawyer Business School 1984 — 1986
MBA, General Business
Northeastern University 1979 — 1984
BSBA, Business Administration
Joseph P. Clark's FleetBoston Financial Experience 2001 - 2004
Job Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2009 - Present
U.S. Trust, Bank of America Private Wealth Mgmt 2004 - 2008
FleetBoston Financial 2001 - 2004
Credit Suisse First Boston 1984 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Investment Banking, Asset Management, Private Equity, Series 7, Investments, Derivatives, Portfolio Management, Bloomberg, Valuation, Wealth Management, Trading, Securities, Financial Modeling, Asset Allocation, Series 63, Investment Strategies, Financial Services, Asset Managment
Education
Princeton University 1977 — 1981
AB, Economics/Sociology
Archmere Academy 1973 — 1977
Goldman Sachs 2009 - Present
U.S. Trust, Bank of America Private Wealth Mgmt 2004 - 2008
FleetBoston Financial 2001 - 2004
Credit Suisse First Boston 1984 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Investment Banking, Asset Management, Private Equity, Series 7, Investments, Derivatives, Portfolio Management, Bloomberg, Valuation, Wealth Management, Trading, Securities, Financial Modeling, Asset Allocation, Series 63, Investment Strategies, Financial Services, Asset Managment
Education
Princeton University 1977 — 1981
AB, Economics/Sociology
Archmere Academy 1973 — 1977
Ying Barlow's FleetBoston Financial Experience 1997 - 2004
Job Financial Systems Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2012 - Present
Wellington Management October 2004 - January 2012
Bank of America 1997 - 2004
FleetBoston Financial 1997 - 2004
Skills
Financial Analysis, Financial Modeling, Treasury, Financial Risk, Risk Management, Financial Services, Analysis
Education
Northeastern University 1988 — 1991
MS, Applied Math
Zhejiang University 1979 — 1983
BS, Mathematics
Wellington Management January 2012 - Present
Wellington Management October 2004 - January 2012
Bank of America 1997 - 2004
FleetBoston Financial 1997 - 2004
Skills
Financial Analysis, Financial Modeling, Treasury, Financial Risk, Risk Management, Financial Services, Analysis
Education
Northeastern University 1988 — 1991
MS, Applied Math
Zhejiang University 1979 — 1983
BS, Mathematics
Meg Keefe's FleetBoston Financial Experience 1989 - 2009
Job SVP, Senior Operational Risk Manager at Bank of America
Industry Banking
Experience
Bank of America SVP, Senior Operational Risk ManagerBank of AmericaJanuary 2004 - Present
FleetBoston Financial 1989 - 2009
FleetBoston Financial 1989 - 2009
Fleet 1989 - 2009
Fleet 1989 - 2009
Fleet 1989 - 2009
Fleet Bank 1989 - 2009
Joseph B. Cohen & Associates 1986 - 1989
Education
Rhode Island College 1981 — 1986
BS, Accounting
Bank of America SVP, Senior Operational Risk ManagerBank of AmericaJanuary 2004 - Present
FleetBoston Financial 1989 - 2009
FleetBoston Financial 1989 - 2009
Fleet 1989 - 2009
Fleet 1989 - 2009
Fleet 1989 - 2009
Fleet Bank 1989 - 2009
Joseph B. Cohen & Associates 1986 - 1989
Education
Rhode Island College 1981 — 1986
BS, Accounting
Thomas Loeffler's FleetBoston Financial Experience 2003 - 2004
Job EVP, Deputy Treasurer at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group May 2014 - Present
Citizens Financial Group June 2013 - April 2014
Bank of America April 2004 - May 2013
FleetBoston Financial Corporation January 1995 - March 2004
FleetBoston Financial 2003 - 2004
FleetBoston Financial 1996 - 2000
Skills
Risk Management, Relationship Management, Capital Markets, Portfolio Management, Strategic Planning, Credit, Securities, Fixed Income, Banking, Financial Risk, Derivatives, Leadership, Process Improvement, Treasury Management, Investments, Strategy, Basel II, Mergers & Acquisitions, Trading, Management, Cross-functional Team..., Analysis
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Masters in Business, Finance & International Business
John Carroll University 1977 — 1981
B.S. Economics, Economics & Finance
Citizens Financial Group May 2014 - Present
Citizens Financial Group June 2013 - April 2014
Bank of America April 2004 - May 2013
FleetBoston Financial Corporation January 1995 - March 2004
FleetBoston Financial 2003 - 2004
FleetBoston Financial 1996 - 2000
Skills
Risk Management, Relationship Management, Capital Markets, Portfolio Management, Strategic Planning, Credit, Securities, Fixed Income, Banking, Financial Risk, Derivatives, Leadership, Process Improvement, Treasury Management, Investments, Strategy, Basel II, Mergers & Acquisitions, Trading, Management, Cross-functional Team..., Analysis
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Masters in Business, Finance & International Business
John Carroll University 1977 — 1981
B.S. Economics, Economics & Finance
John McEnery's FleetBoston Financial Experience 1997 - 2004
Job Advisory Board Member at Jacobson Goldfarb Scott(JGS Insurance
Industry Financial Services
Experience
Jacobson Goldfarb Scott(JGS Insurance September 2012 - Present
Coast Advisors,LLC 2007 - Present
John E McEnery, Esq. 1979 - 2012
FleetBoston Financial 1997 - 2004
First Union/First Fidelity 1983 - 1997
Skills
Commercial Lending, Credit, Commercial Banking, Asset Based Lending, Banking, Portfolio Management, Capital Markets, Mortgage Lending, Credit Analysis, Risk Management, Credit Risk, Structured Finance, Private Banking, Treasury Management, Securities, Funding, Financial Structuring, Sales Management, Corporate Finance, Mergers & Acquisitions, Cash Management, Relationship Management, Investment Banking, Small Business Lending, Loans, Wealth Management, Investments, Retail Banking, Consumer Lending, Commercial Mortgages, Financial Services, Financial Analysis, Private Equity, Loan Origination, Debt Restructuring, Valuation, Financial Institutions, Asset Management, Financial Risk, Fixed Income, Mutual Funds, Equities, Investment Advisory, Due Diligence
Education
Seton Hall University School of Law 1974 — 1978
Doctor of Law (JD), Commercial Law
Monmouth University 1970 — 1973
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
St. Peter's College 1962 — 1965
Bachelor of Science (BS), History & Economics
Jacobson Goldfarb Scott(JGS Insurance September 2012 - Present
Coast Advisors,LLC 2007 - Present
John E McEnery, Esq. 1979 - 2012
FleetBoston Financial 1997 - 2004
First Union/First Fidelity 1983 - 1997
Skills
Commercial Lending, Credit, Commercial Banking, Asset Based Lending, Banking, Portfolio Management, Capital Markets, Mortgage Lending, Credit Analysis, Risk Management, Credit Risk, Structured Finance, Private Banking, Treasury Management, Securities, Funding, Financial Structuring, Sales Management, Corporate Finance, Mergers & Acquisitions, Cash Management, Relationship Management, Investment Banking, Small Business Lending, Loans, Wealth Management, Investments, Retail Banking, Consumer Lending, Commercial Mortgages, Financial Services, Financial Analysis, Private Equity, Loan Origination, Debt Restructuring, Valuation, Financial Institutions, Asset Management, Financial Risk, Fixed Income, Mutual Funds, Equities, Investment Advisory, Due Diligence
Education
Seton Hall University School of Law 1974 — 1978
Doctor of Law (JD), Commercial Law
Monmouth University 1970 — 1973
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
St. Peter's College 1962 — 1965
Bachelor of Science (BS), History & Economics
Rich Werhle's FleetBoston Financial Experience 1993 - 1998
Job Experienced Management Professional
Industry Banking
Experience
Bank of America March 2003 - March 2013
Fleet Bank 1998 - 2003
FleetBoston Financial 1993 - 1998
Skills
Banking, Risk Management, Process Improvement, Operations Management, Six Sigma, Business Process..., Cross-functional Team..., Team Building, Management, Vendor Management, Analysis, Budgets, Business Analysis, Leadership, Performance Management, New Business Development, Training, Project Management, Financial Analysis, Project Planning, Program Management, Team Leadership, Mergers & Acquisitions, Forecasting, Credit, Executive Management
Education
Eastern Connecticut State University 1990 — 1995
Associates, Business
Bank of America March 2003 - March 2013
Fleet Bank 1998 - 2003
FleetBoston Financial 1993 - 1998
Skills
Banking, Risk Management, Process Improvement, Operations Management, Six Sigma, Business Process..., Cross-functional Team..., Team Building, Management, Vendor Management, Analysis, Budgets, Business Analysis, Leadership, Performance Management, New Business Development, Training, Project Management, Financial Analysis, Project Planning, Program Management, Team Leadership, Mergers & Acquisitions, Forecasting, Credit, Executive Management
Education
Eastern Connecticut State University 1990 — 1995
Associates, Business
Bill Schomburg's FleetBoston Financial Experience October 1999 - April 2004
Job Experienced Finance / Treasury Professional
Industry Banking
Experience
Retired February 2013 - Present
State Street Corporation May 2004 - January 2013
FleetBoston Financial October 1999 - April 2004
BankBoston April 1998 - September 1999
First National Bank of Chicago November 1996 - March 1998
First National Bank of Chicago November 1994 - October 1996
Continental Illinois National Bank & Trust Co. January 1979 - October 1994
Montgomery Ward August 1977 - December 1978
Strater Cleaners July 1975 - July 1977
Skills
Banking, Basel II, Financial Risk, Risk Management, Financial Modeling, Treasury, Corporate Finance, Basel III, Economic Capital, ALM, Interest Rate Risk..., Derivatives, Fixed Income, Finance, Capital Markets, Enterprise Risk..., Investments, Portfolio Management, Financial Analysis, Financial Services, Financial Markets, Treasury Management, Equities, Credit Risk
Education
Purdue University - Krannert School of Management 1973 — 1975
MSM, General Management
Purdue University 1969 — 1973
BS, Mathematics
Ottawa Hills High School 1967 — 1969
Marion (IN) High School 1965 — 1967
Retired February 2013 - Present
State Street Corporation May 2004 - January 2013
FleetBoston Financial October 1999 - April 2004
BankBoston April 1998 - September 1999
First National Bank of Chicago November 1996 - March 1998
First National Bank of Chicago November 1994 - October 1996
Continental Illinois National Bank & Trust Co. January 1979 - October 1994
Montgomery Ward August 1977 - December 1978
Strater Cleaners July 1975 - July 1977
Skills
Banking, Basel II, Financial Risk, Risk Management, Financial Modeling, Treasury, Corporate Finance, Basel III, Economic Capital, ALM, Interest Rate Risk..., Derivatives, Fixed Income, Finance, Capital Markets, Enterprise Risk..., Investments, Portfolio Management, Financial Analysis, Financial Services, Financial Markets, Treasury Management, Equities, Credit Risk
Education
Purdue University - Krannert School of Management 1973 — 1975
MSM, General Management
Purdue University 1969 — 1973
BS, Mathematics
Ottawa Hills High School 1967 — 1969
Marion (IN) High School 1965 — 1967
Rick Larkin's FleetBoston Financial Experience September 1997 - October 2000
Job Regional Manager and Senior Vice President at People's United Bank
Industry Banking
Experience
People's United Bank August 2009 - Present
FleetBoston Financial September 1997 - October 2000
BankBoston January 1990 - September 1997
Bank of New England - Essex January 1985 - December 1989
Bank of New England January 1981 - December 1985
Skills
SBA, Asset Based Lending, Debt Restructuring, Loan Origination, Portfolio Management, Commercial Lending, Credit, Middle Market, Training, Team Building, Executive Management, Loans, Commercial Real Estate, Credit Analysis, Treasury Management, Risk Management, Mergers & Acquisitions, Leadership, Nonprofits, Underwriting, CRM, Banking
Education
Suffolk University 1981 — 1984
B.S., Accounting and Finance
People's United Bank August 2009 - Present
FleetBoston Financial September 1997 - October 2000
BankBoston January 1990 - September 1997
Bank of New England - Essex January 1985 - December 1989
Bank of New England January 1981 - December 1985
Skills
SBA, Asset Based Lending, Debt Restructuring, Loan Origination, Portfolio Management, Commercial Lending, Credit, Middle Market, Training, Team Building, Executive Management, Loans, Commercial Real Estate, Credit Analysis, Treasury Management, Risk Management, Mergers & Acquisitions, Leadership, Nonprofits, Underwriting, CRM, Banking
Education
Suffolk University 1981 — 1984
B.S., Accounting and Finance
Brendan Counihan's FleetBoston Financial Experience February 2001 - April 2004
Job Sales Governance Officer at BofA Global Capital Management
Industry Investment Management
Experience
Citizens Financial Group, Inc. 2014 - 2015
BofA Global Capital Management May 2010 - July 2012
Bank of America / Columbia Management April 2004 - June 2011
FleetBoston Financial February 2001 - April 2004
Wolf & Company, P.C. September 1999 - January 2001
Robert M. Currey & Associates August 1997 - August 1999
Skills
Capital Markets, Auditing, Corporate Governance, Derivatives, Finance, Treasury Management, Financial Analysis, Risk Management, Banking, Treasury, Financial Modeling
Education
Stonehill College 1993 — 1997
BSBA, Accounting
Citizens Financial Group, Inc. 2014 - 2015
BofA Global Capital Management May 2010 - July 2012
Bank of America / Columbia Management April 2004 - June 2011
FleetBoston Financial February 2001 - April 2004
Wolf & Company, P.C. September 1999 - January 2001
Robert M. Currey & Associates August 1997 - August 1999
Skills
Capital Markets, Auditing, Corporate Governance, Derivatives, Finance, Treasury Management, Financial Analysis, Risk Management, Banking, Treasury, Financial Modeling
Education
Stonehill College 1993 — 1997
BSBA, Accounting
Mark A. Serice's FleetBoston Financial Experience November 2000 - August 2004
Job Senior Vice President at Amegy Bank
Industry Banking
Experience
Amegy Bank September 2004 - Present
FleetBoston Financial November 2000 - August 2004
BNP Paribas November 1998 - October 2000
Credit Lyonnais July 1997 - October 1998
Skills
Financial Analysis, Portfolio Management, Commercial Banking, Energy, E&P, Banking, Commercial Lending, Midstream, Capital Markets
Education
The University of Texas at Austin 1995 — 1997
MBA, Finance, General
Louisiana State University 1989 — 1993
Bachelor's degree, Finance, General
Amegy Bank September 2004 - Present
FleetBoston Financial November 2000 - August 2004
BNP Paribas November 1998 - October 2000
Credit Lyonnais July 1997 - October 1998
Skills
Financial Analysis, Portfolio Management, Commercial Banking, Energy, E&P, Banking, Commercial Lending, Midstream, Capital Markets
Education
The University of Texas at Austin 1995 — 1997
MBA, Finance, General
Louisiana State University 1989 — 1993
Bachelor's degree, Finance, General
Luke Feely's FleetBoston Financial Experience July 2000 - December 2002
Job Director of Operations at UT Medical Group
Industry Management Consulting
Experience
UT Medical Group August 2012 - Present
Luke Feely and Associates January 2003 - Present
FleetBoston Financial July 2000 - December 2002
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Operations, Marketing
Kenyon College 1977 — 1981
AB, Political Science
UT Medical Group August 2012 - Present
Luke Feely and Associates January 2003 - Present
FleetBoston Financial July 2000 - December 2002
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Operations, Marketing
Kenyon College 1977 — 1981
AB, Political Science
Bryan Carter, CFA's FleetBoston Financial Experience August 2000 - December 2003
Job Senior Vice President at BOK Financial
Industry Banking
Experience
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
Ralph Palma's FleetBoston Financial Experience 1995 - 2003
Job Director at Citigroup
Industry Banking
Experience
Citigroup December 2009 - Present
Citigroup December 2003 - Present
FleetBoston Financial 1995 - 2003
Shawmut National Corporation 1989 - 1995
Skills
Risk Management, Restucturuing, Commercial Banking, Corporate Finance
Education
The University of Connecticut School of Business 1975 — 1977
MBA, Finance
Hofstra University
BBA, Business Management
Citigroup December 2009 - Present
Citigroup December 2003 - Present
FleetBoston Financial 1995 - 2003
Shawmut National Corporation 1989 - 1995
Skills
Risk Management, Restucturuing, Commercial Banking, Corporate Finance
Education
The University of Connecticut School of Business 1975 — 1977
MBA, Finance
Hofstra University
BBA, Business Management
Timothy G. Clifford's FleetBoston Financial Experience September 1992 - April 2004
Job President and CEO
Industry Banking
Experience
Abacus Finance Group, LLC May 2011 - Present
Amalgamated Capital August 2009 - May 2011
Churchill Financial May 2006 - May 2009
Comerica Bank June 2004 - May 2006
FleetBoston Financial September 1992 - April 2004
Bank of New England June 1990 - August 1992
Education
Babson College 1986 — 1989
MBA, Finance
Southern New Hampshire University 1980 — 1984
B.S., Business Administration
Abacus Finance Group, LLC May 2011 - Present
Amalgamated Capital August 2009 - May 2011
Churchill Financial May 2006 - May 2009
Comerica Bank June 2004 - May 2006
FleetBoston Financial September 1992 - April 2004
Bank of New England June 1990 - August 1992
Education
Babson College 1986 — 1989
MBA, Finance
Southern New Hampshire University 1980 — 1984
B.S., Business Administration
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
William Samuelson's FleetBoston Financial Experience 1999 - 2002
Job Chief Administrative Officer at LSQ Funding Group
Industry Financial Services
Experience
LSQ Funding Group 2014 - Present
People's United Bank 2009 - 2014
Webster Bank 2002 - 2009
FleetBoston Financial 1999 - 2002
Fleet Financial 1997 - 1999
Fleet Financial 1996 - 1997
Fleet Financial 1991 - 1996
Connecticut Bank and Trust 1984 - 1991
Skills
Loans, Relationship Management, Commercial Lending, Leadership, Small Business Lending, Risk Management, Banking, Credit, Finance, Underwriting, Consumer Lending, Asset Based Lending, Retail Banking, Commercial Banking, Capital Markets, Credit Risk, Strategic Planning, Credit Analysis, Mortgage Lending, Mortgage Banking, Loan Origination, Financial Analysis, Portfolio Management, Business Development, Financial Services, Series 63, Executive Management, Strategic Financial...
Education
Hartwick College 1978 — 1982
BA, Political Science
LSQ Funding Group 2014 - Present
People's United Bank 2009 - 2014
Webster Bank 2002 - 2009
FleetBoston Financial 1999 - 2002
Fleet Financial 1997 - 1999
Fleet Financial 1996 - 1997
Fleet Financial 1991 - 1996
Connecticut Bank and Trust 1984 - 1991
Skills
Loans, Relationship Management, Commercial Lending, Leadership, Small Business Lending, Risk Management, Banking, Credit, Finance, Underwriting, Consumer Lending, Asset Based Lending, Retail Banking, Commercial Banking, Capital Markets, Credit Risk, Strategic Planning, Credit Analysis, Mortgage Lending, Mortgage Banking, Loan Origination, Financial Analysis, Portfolio Management, Business Development, Financial Services, Series 63, Executive Management, Strategic Financial...
Education
Hartwick College 1978 — 1982
BA, Political Science
Lisa Coney's FleetBoston Financial Experience 1999 - 2004
Job Banking and Risk Management Executive
Industry Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Xerox January 2013 - May 2014
Bank of America 2007 - 2011
Bank of America 2004 - 2007
FleetBoston Financial 1999 - 2004
FleetBoston Financial 1998 - 1999
FleetBoston Financial 1984 - 1998
Bankers Trust Co., New York, NY 1983 - 1984
First National Bank of Chicago 1978 - 1983
Skills
Credit, Banking, Financial Analysis, Loans, Commercial Banking, Capital Markets, Portfolio Management, Middle Market, Commercial Lending, Finance, Small Business, Underwriting, Business Strategy, Management, Leadership, Financial Risk
Education
Kenyon College 1974 — 1978
BA, Mathematics
The University of Chicago - Booth School of Business
MBA, Finance
SunTrust Robinson Humphrey May 2014 - Present
Xerox January 2013 - May 2014
Bank of America 2007 - 2011
Bank of America 2004 - 2007
FleetBoston Financial 1999 - 2004
FleetBoston Financial 1998 - 1999
FleetBoston Financial 1984 - 1998
Bankers Trust Co., New York, NY 1983 - 1984
First National Bank of Chicago 1978 - 1983
Skills
Credit, Banking, Financial Analysis, Loans, Commercial Banking, Capital Markets, Portfolio Management, Middle Market, Commercial Lending, Finance, Small Business, Underwriting, Business Strategy, Management, Leadership, Financial Risk
Education
Kenyon College 1974 — 1978
BA, Mathematics
The University of Chicago - Booth School of Business
MBA, Finance
Matthew D. Cammack's FleetBoston Financial Experience January 2000 - September 2001
Job Senior Director at CCA Group, LLC
Industry Financial Services
Experience
CCA Group, LLC May 2011 - Present
Weil, Gotshal & Manges September 2004 - May 2011
Suntrust Bank September 2001 - May 2004
FleetBoston Financial January 2000 - September 2001
Skills
Mergers, Private Equity, Mergers & Acquisitions, Joint Ventures, Investment Banking, Corporate Finance
Education
Georgetown University Law Center 2001 — 2004
JD
Tufts University 1992 — 1996
BA, International Relations
Milton Academy
CCA Group, LLC May 2011 - Present
Weil, Gotshal & Manges September 2004 - May 2011
Suntrust Bank September 2001 - May 2004
FleetBoston Financial January 2000 - September 2001
Skills
Mergers, Private Equity, Mergers & Acquisitions, Joint Ventures, Investment Banking, Corporate Finance
Education
Georgetown University Law Center 2001 — 2004
JD
Tufts University 1992 — 1996
BA, International Relations
Milton Academy
James Kaaz's FleetBoston Financial Experience June 2000 - July 2003
Job Managing Partner at Kaaz Holding Company, Inc.
Industry Financial Services
Experience
Kaaz Holding Company, Inc. January 2010 - Present
Fitch Ratings September 2007 - 2010
Horizon Health November 2003 - June 2007
FleetBoston Financial June 2000 - July 2003
Skills
Financial Analysis, Analysis, Strategy, Business Analysis, Data Analysis, Analytics, Strategic Planning, Risk Management, Project Management, Financial Modeling, Business Strategy, Mergers & Acquisitions, Business Development, Process Improvement, Finance, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance
University of Michigan 1988 — 1991
Bachelor's degree, Economics
Kaaz Holding Company, Inc. January 2010 - Present
Fitch Ratings September 2007 - 2010
Horizon Health November 2003 - June 2007
FleetBoston Financial June 2000 - July 2003
Skills
Financial Analysis, Analysis, Strategy, Business Analysis, Data Analysis, Analytics, Strategic Planning, Risk Management, Project Management, Financial Modeling, Business Strategy, Mergers & Acquisitions, Business Development, Process Improvement, Finance, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance
University of Michigan 1988 — 1991
Bachelor's degree, Economics
Jayee Katdare's FleetBoston Financial Experience December 2002 - October 2003
Job Sr QA Analyst at Cydcor
Industry Information Technology and Services
Experience
Cydcor April 2014 - Present
Bank Of America February 2011 - January 2014
Universal Music Group May 2009 - February 2011
Magellan Inc July 2006 - January 2009
Toyota Motor Sales September 2004 - July 2006
Dow Jones and Co November 2003 - September 2004
FleetBoston Financial December 2002 - October 2003
Lucent Technologies February 2001 - November 2002
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Symbiosis institute of Management Studies 1998 — 2000
Master's degree, Computer and Information Sciences and Support Services, A
Diploma in Computers 1997 — 2000
Diploma in Computers, Computer and Information Sciences and Support Services, A
Garware Institute 1997 — 2000
Bachelors of Science
Cydcor April 2014 - Present
Bank Of America February 2011 - January 2014
Universal Music Group May 2009 - February 2011
Magellan Inc July 2006 - January 2009
Toyota Motor Sales September 2004 - July 2006
Dow Jones and Co November 2003 - September 2004
FleetBoston Financial December 2002 - October 2003
Lucent Technologies February 2001 - November 2002
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Symbiosis institute of Management Studies 1998 — 2000
Master's degree, Computer and Information Sciences and Support Services, A
Diploma in Computers 1997 — 2000
Diploma in Computers, Computer and Information Sciences and Support Services, A
Garware Institute 1997 — 2000
Bachelors of Science
Mary Ellen Lent's FleetBoston Financial Experience 2000 - June 2004
Job QA Administrator at Hi Tech Pharmacal
Industry Pharmaceuticals
Experience
Hi Tech Pharmacal April 2005 - Present
FleetBoston Financial 2000 - June 2004
Fleet Bank 1987 - 2000
AMF Incorporated 1982 - 1987
Skills
V&V, Validation, FDA GMP, GLP, GMP, CAPA, LIMS, Sop, Technology Transfer, Pharmaceutical Industry, 21 CFR Part 11, FDA, Change Control, Analytical Chemistry, Customer Service, UV, Dissolution, SOP, Microsoft Office
Education
Nassau Community College 1980 — 1982
Associate's Degree, Administrative Assistant and Secretarial Science, General
Hi Tech Pharmacal April 2005 - Present
FleetBoston Financial 2000 - June 2004
Fleet Bank 1987 - 2000
AMF Incorporated 1982 - 1987
Skills
V&V, Validation, FDA GMP, GLP, GMP, CAPA, LIMS, Sop, Technology Transfer, Pharmaceutical Industry, 21 CFR Part 11, FDA, Change Control, Analytical Chemistry, Customer Service, UV, Dissolution, SOP, Microsoft Office
Education
Nassau Community College 1980 — 1982
Associate's Degree, Administrative Assistant and Secretarial Science, General
Eugenie Sullivan's FleetBoston Financial Experience April 2001 - April 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America December 2005 - June 2007
Bank of America April 2004 - November 2005
FleetBoston Financial April 2001 - April 2004
FleetBoston Financial September 1996 - April 2001
Education
Boston University Graduate School of Management 1981 — 1983
Master of Business Administration (MBA), Accounting and Finance
Niagara University 1976 — 1980
Bachelor of Arts (BA), Accounting, French
Bank of America December 2005 - June 2007
Bank of America April 2004 - November 2005
FleetBoston Financial April 2001 - April 2004
FleetBoston Financial September 1996 - April 2001
Education
Boston University Graduate School of Management 1981 — 1983
Master of Business Administration (MBA), Accounting and Finance
Niagara University 1976 — 1980
Bachelor of Arts (BA), Accounting, French
Dave Paster's FleetBoston Financial Experience July 2000 - March 2004
Job Managing Director, Head of Corporate FX Sales NY at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2013 - Present
Deutsche Bank May 2010 - April 2013
Bank of America March 2004 - March 2010
FleetBoston Financial July 2000 - March 2004
Skills
Derivatives, Banking, Bloomberg, Capital Markets, Electronic Trading, Equities, FX Options, Financial Markets, Financial Modeling, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Trading
Education
Hobart College 1996 — 2000
Bachelor of Science, Economics
The Loomis-Chaffee School 1995 — 1996
Bank of America Merrill Lynch April 2013 - Present
Deutsche Bank May 2010 - April 2013
Bank of America March 2004 - March 2010
FleetBoston Financial July 2000 - March 2004
Skills
Derivatives, Banking, Bloomberg, Capital Markets, Electronic Trading, Equities, FX Options, Financial Markets, Financial Modeling, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Trading
Education
Hobart College 1996 — 2000
Bachelor of Science, Economics
The Loomis-Chaffee School 1995 — 1996
Jill Hornstein's FleetBoston Financial Experience 1994 - 1998
Job Assistant Vice President and Accounting Manager at State Street Corporation
Industry Accounting
Experience
State Street Corporation 2006 - 2012
Bank of America / FleetBoston Financial 1998 - 2006
FleetBoston Financial 1994 - 1998
Fleet Services Corporation 1989 - 1994
Fleet Bank and First Pennsylvania Bank 1985 - 1989
Chase Manhattan 1982 - 1985
Education
Providence College
Bachelor of Science (B.S.), Accounting
State Street Corporation 2006 - 2012
Bank of America / FleetBoston Financial 1998 - 2006
FleetBoston Financial 1994 - 1998
Fleet Services Corporation 1989 - 1994
Fleet Bank and First Pennsylvania Bank 1985 - 1989
Chase Manhattan 1982 - 1985
Education
Providence College
Bachelor of Science (B.S.), Accounting
Kenneth Kimmel's FleetBoston Financial Experience January 1999 - January 2001
Job Branch Sales Manager at Valley National Bank
Industry Banking
Experience
Valley National Bank May 2010 - Present
Banking May 2010 - Present
HSBC Bank October 2005 - May 2008
Sovereign Bank/ Investment Services May 2005 - September 2005
Banc of America Investment Services, Inc. July 2004 - May 2005
Fleet Bank/Bank of America February 1999 - May 2005
Quick & Reilly, Inc January 2001 - January 2004
FleetBoston Financial January 1999 - January 2001
Education
Kean University
B.S, Accounting
Kean University
Valley National Bank May 2010 - Present
Banking May 2010 - Present
HSBC Bank October 2005 - May 2008
Sovereign Bank/ Investment Services May 2005 - September 2005
Banc of America Investment Services, Inc. July 2004 - May 2005
Fleet Bank/Bank of America February 1999 - May 2005
Quick & Reilly, Inc January 2001 - January 2004
FleetBoston Financial January 1999 - January 2001
Education
Kean University
B.S, Accounting
Kean University
Scott Vallar's FleetBoston Financial Experience June 1998 - April 2004
Job President of Guard Hill Advisors
Industry Investment Management
Experience
Guard Hill Advisors February 2010 - Present
UniCredit Capital Markets August 2005 - August 2008
Wardenclyffe High Yield June 2004 - August 2005
FleetBoston Financial June 1998 - April 2004
Citicorp October 1987 - June 1998
Education
New York University, Stern School of Business 1985 — 1987
MBA, Finance
University of Virginia 1978 — 1982
BS, Marketing
Deerfield Academy
Guard Hill Advisors February 2010 - Present
UniCredit Capital Markets August 2005 - August 2008
Wardenclyffe High Yield June 2004 - August 2005
FleetBoston Financial June 1998 - April 2004
Citicorp October 1987 - June 1998
Education
New York University, Stern School of Business 1985 — 1987
MBA, Finance
University of Virginia 1978 — 1982
BS, Marketing
Deerfield Academy
Catherine A. Kreider's FleetBoston Financial Experience 2000 - 2001
Job Research and Trading Analyst
Industry Investment Management
Experience
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Tamika Scott's FleetBoston Financial Experience 2000 - 2002
Job Portfolio Manager Associate at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust 2008 - Present
United States Trust Company 2005 - 2008
FleetBoston Financial, Bank of America 2002 - 2005
FleetBoston Financial 2000 - 2002
FleetBoston Financial 1999 - 2000
Skills
Troubleshooting, Multi Tasking, Managing Deadlines, Investment Compliance, Client Liaison, Customer Satisfaction, Teamwork, Autonomous Maintenance
Education
University of Massachusetts Dartmouth
Cannon Financial Institute
New England College of Business and Finance
US Trust 2008 - Present
United States Trust Company 2005 - 2008
FleetBoston Financial, Bank of America 2002 - 2005
FleetBoston Financial 2000 - 2002
FleetBoston Financial 1999 - 2000
Skills
Troubleshooting, Multi Tasking, Managing Deadlines, Investment Compliance, Client Liaison, Customer Satisfaction, Teamwork, Autonomous Maintenance
Education
University of Massachusetts Dartmouth
Cannon Financial Institute
New England College of Business and Finance
David Sawin's FleetBoston Financial Experience 1997 - 2001
Job Program Manager Information Assurance, Cybersecurity at US Department of Transportation (DOT)
Industry Government Administration
Experience
US Department of Transportation (DOT) January 2001 - Present
FLEETBOSTON FINANCIAL 1997 - 2001
Information Systems Security Association 1999 - 2000
Fidelity Investments 1994 - 1997
STONE AND WEBSTER ENGINEERING CORPORATION 1991 - 1994
Skills
Public Policy, Community Outreach, Security Clearance, Project Delivery, PMO, SDLC, Process Improvement, Program Development, Software Project..., Business Process..., Information Technology, Information Assurance, Cyber-security, Government, Policy Analysis, Computer Security, Program Management, Information Security, Information Security..., Vulnerability Assessment, Security, Proposal Writing, Homeland Security, Defense, Risk Management, Leadership, National Security, Strategy, Risk Assessment, Emergency Management, IT Audit, FISMA
Education
UNITED STATES NONCOMMISSIONED OFFICER ACADEMY
Noncommissioned Officer Graduate Certificate, Leadership
Northeastern University 1979 — 1985
Bachelor's of Science (B.S), Management Information Systems
Northeastern University 1979 — 1985
Associate of Science (A.S.), Electronic Data Processing
Newton South
US Department of Transportation (DOT) January 2001 - Present
FLEETBOSTON FINANCIAL 1997 - 2001
Information Systems Security Association 1999 - 2000
Fidelity Investments 1994 - 1997
STONE AND WEBSTER ENGINEERING CORPORATION 1991 - 1994
Skills
Public Policy, Community Outreach, Security Clearance, Project Delivery, PMO, SDLC, Process Improvement, Program Development, Software Project..., Business Process..., Information Technology, Information Assurance, Cyber-security, Government, Policy Analysis, Computer Security, Program Management, Information Security, Information Security..., Vulnerability Assessment, Security, Proposal Writing, Homeland Security, Defense, Risk Management, Leadership, National Security, Strategy, Risk Assessment, Emergency Management, IT Audit, FISMA
Education
UNITED STATES NONCOMMISSIONED OFFICER ACADEMY
Noncommissioned Officer Graduate Certificate, Leadership
Northeastern University 1979 — 1985
Bachelor's of Science (B.S), Management Information Systems
Northeastern University 1979 — 1985
Associate of Science (A.S.), Electronic Data Processing
Newton South
Christopher Beausoleil's FleetBoston Financial Experience March 2001 - January 2004
Job Manager Credit Reporting at Bank of America
Industry Banking
Experience
Bank of America Leasing January 2005 - Present
Bank of America March 2001 - March 2004
FleetBoston Financial March 2001 - January 2004
FleetBoston Financial January 2001 - January 2004
US Navy January 1994 - January 1998
Skills
Analysis, Portfolio Management, Forecasting, Credit, Management, Credit Risk, Basel II, Risk Assessment, Databases, Economics
Education
Eastern Connecticut State University 1998 — 2000
Bachelor of Arts, Economics
Eastern Connecticut State University 1998 — 2000
Bachelor of Science, Business Administration
Bank of America Leasing January 2005 - Present
Bank of America March 2001 - March 2004
FleetBoston Financial March 2001 - January 2004
FleetBoston Financial January 2001 - January 2004
US Navy January 1994 - January 1998
Skills
Analysis, Portfolio Management, Forecasting, Credit, Management, Credit Risk, Basel II, Risk Assessment, Databases, Economics
Education
Eastern Connecticut State University 1998 — 2000
Bachelor of Arts, Economics
Eastern Connecticut State University 1998 — 2000
Bachelor of Science, Business Administration
Andrea Rainford's FleetBoston Financial Experience February 2001 - May 2006
Job Sr. Portfolio Monitoring Analyst
Industry Banking
Experience
Bank of America June 2006 - March 2013
FleetBoston Financial February 2001 - May 2006
FleetBoston Financial October 1996 - February 2001
Skills
AFS, ALS, BOSS,..., Proficient in 2010 MS..., Banking, Credit, Loans, Credit Analysis, Credit Risk, Credit Cards, Loan Origination
Education
Massachusetts Bay Community College 1989 — 1990
Associate's Degree, Business Management
Bank of America June 2006 - March 2013
FleetBoston Financial February 2001 - May 2006
FleetBoston Financial October 1996 - February 2001
Skills
AFS, ALS, BOSS,..., Proficient in 2010 MS..., Banking, Credit, Loans, Credit Analysis, Credit Risk, Credit Cards, Loan Origination
Education
Massachusetts Bay Community College 1989 — 1990
Associate's Degree, Business Management
Christopher Chagnon's FleetBoston Financial Experience September 2000 - April 2002
Job Director, Head of the Market Risk Oversight Group for WFHL's Governance & Reporting Unit at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo January 2010 - April 2012
Wells Fargo January 2005 - January 2010
Federal Home Loan Bank of Chicago July 2003 - January 2005
FleetBoston Financial September 2000 - April 2002
State Street April 1999 - September 2000
Education
The University of Chicago 2002 — 2003
Master of Science in Financial Mathematics
Thunderbird School of Global Management 1995 — 1997
MBA in International Management
Emory University 1990 — 1994
Bachelor of Arts (B.A.), International Studies
Wells Fargo April 2012 - Present
Wells Fargo January 2010 - April 2012
Wells Fargo January 2005 - January 2010
Federal Home Loan Bank of Chicago July 2003 - January 2005
FleetBoston Financial September 2000 - April 2002
State Street April 1999 - September 2000
Education
The University of Chicago 2002 — 2003
Master of Science in Financial Mathematics
Thunderbird School of Global Management 1995 — 1997
MBA in International Management
Emory University 1990 — 1994
Bachelor of Arts (B.A.), International Studies
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation