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
Alastair Ironside Alastair Ironside's FleetBoston Financial Experience 1997 - 2004
Job Principal at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2014 - Present
Bank of America 2010 - 2013
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Citizens Bank 2005 - 2006
FleetBoston Financial 1997 - 2004
Signet Banking Corp (now Wells Fargo) 1994 - 1997
Barclays Bank 1983 - 1994
Skills
Financial Services, P&L Management, Finance, Leadership, Banking, Retail Banking, Marketing, Mergers & Acquisitions, Credit, Commercial Banking, Portfolio Management, Wealth Management, Analysis, Product Development, Cash Management
Education
University of Cambridge 1980 — 1983
Law
Liberty Mutual Insurance August 2014 - Present
Bank of America 2010 - 2013
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Citizens Bank 2005 - 2006
FleetBoston Financial 1997 - 2004
Signet Banking Corp (now Wells Fargo) 1994 - 1997
Barclays Bank 1983 - 1994
Skills
Financial Services, P&L Management, Finance, Leadership, Banking, Retail Banking, Marketing, Mergers & Acquisitions, Credit, Commercial Banking, Portfolio Management, Wealth Management, Analysis, Product Development, Cash Management
Education
University of Cambridge 1980 — 1983
Law
Clara Jackson Rogers Clara Jackson Rogers's FleetBoston Financial Experience January 1998 - September 2004
Job
Industry Education Management
Experience
First Presbyterian Church Nursery School September 2013 - February 2014
Feria de las Naciones - C.O.A.S. December 2011 - October 2013
Clara's Catering January 2009 - January 2012
Goldman Sachs February 2006 - February 2008
FleetBoston Financial January 1998 - September 2004
Education
Universidad de Buenos Aires 1996 — 1998
Godspell College
Bachiller
First Presbyterian Church Nursery School September 2013 - February 2014
Feria de las Naciones - C.O.A.S. December 2011 - October 2013
Clara's Catering January 2009 - January 2012
Goldman Sachs February 2006 - February 2008
FleetBoston Financial January 1998 - September 2004
Education
Universidad de Buenos Aires 1996 — 1998
Godspell College
Bachiller
Diana Pagliarini Diana Pagliarini's FleetBoston Financial Experience October 1999 - March 2004
Job Executive Vice President, Audit Director at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. September 2012 - Present
Webster Bank July 2011 - September 2012
Webster Bank October 2007 - July 2011
Bank of America April 2004 - October 2007
Bank of America April 2004 - September 2005
FleetBoston Financial October 1999 - March 2004
FleetBoston Financial January 1997 - September 1999
National Consumer Banking January 1994 - January 1997
Fleet Financial January 1989 - January 1993
Skills
Internal Audit, Credit, Compliance, Risk Management, Financial Risk, Banking, Internal Controls, AML, Operational Risk..., Budgets, Auditing, Management, Due Diligence, Cross-functional Team..., Executive Management, Operational Risk, Commercial Banking, Finance, Strategy, Commercial Lending, Enterprise Risk..., Financial Analysis, Cash Management, Retail Banking, Loans, Portfolio Management, Fraud, Financial Services, Credit Analysis
Education
University of Rhode Island 1985 — 1988
B. Sc, Business Management
Citizens Financial Group, Inc. September 2012 - Present
Webster Bank July 2011 - September 2012
Webster Bank October 2007 - July 2011
Bank of America April 2004 - October 2007
Bank of America April 2004 - September 2005
FleetBoston Financial October 1999 - March 2004
FleetBoston Financial January 1997 - September 1999
National Consumer Banking January 1994 - January 1997
Fleet Financial January 1989 - January 1993
Skills
Internal Audit, Credit, Compliance, Risk Management, Financial Risk, Banking, Internal Controls, AML, Operational Risk..., Budgets, Auditing, Management, Due Diligence, Cross-functional Team..., Executive Management, Operational Risk, Commercial Banking, Finance, Strategy, Commercial Lending, Enterprise Risk..., Financial Analysis, Cash Management, Retail Banking, Loans, Portfolio Management, Fraud, Financial Services, Credit Analysis
Education
University of Rhode Island 1985 — 1988
B. Sc, Business Management
Melissa Larsen Melissa Larsen's FleetBoston Financial Experience November 1998 - November 2003
Job Attorney At Law at Melissa Larsen, Esq.
Industry Law Practice
Experience
Melissa Larsen, Esq. February 2011 - Present
Rhode Island Department of Attorney General November 2003 - January 2011
FleetBoston Financial November 1998 - November 2003
Education
University of Rhode Island
BA, Political Science
Western New England College School of Law
JD
Melissa Larsen, Esq. February 2011 - Present
Rhode Island Department of Attorney General November 2003 - January 2011
FleetBoston Financial November 1998 - November 2003
Education
University of Rhode Island
BA, Political Science
Western New England College School of Law
JD
Dave Marland Dave Marland's FleetBoston Financial Experience January 1998 - January 2000
Job Computer Specialist
Industry Computer Networking
Experience
MCMC January 2013 - May 2014
Computer / Network Repairs May 2004 - April 2012
New England College of Finance January 1992 - January 2001
BankBoston / Fleet Bank June 1979 - February 2000
FLEETBOSTON FINANCIAL January 1998 - January 2000
BankBoston January 1994 - January 1998
BancBoston Leasing January 1981 - January 1994
First National Bank of Boston January 1979 - January 1981
Skills
Analysis, Microsoft Exchange, Networking, Databases, Management, Software Installation, System Administration, Hardware, Technical Support, Laptops, Customer Service, Servers, Troubleshooting, Testing, Access, Windows 7, Software Documentation, Windows XP, VPN, Active Directory, Antivirus
Education
University of Massachusetts Boston 1979 — 1986
BSBA, Management Information Systems
University of Massachusetts Boston 1979 — 1986
Bachelor of Science degree, Business Administration; Management Information Systems
MCMC January 2013 - May 2014
Computer / Network Repairs May 2004 - April 2012
New England College of Finance January 1992 - January 2001
BankBoston / Fleet Bank June 1979 - February 2000
FLEETBOSTON FINANCIAL January 1998 - January 2000
BankBoston January 1994 - January 1998
BancBoston Leasing January 1981 - January 1994
First National Bank of Boston January 1979 - January 1981
Skills
Analysis, Microsoft Exchange, Networking, Databases, Management, Software Installation, System Administration, Hardware, Technical Support, Laptops, Customer Service, Servers, Troubleshooting, Testing, Access, Windows 7, Software Documentation, Windows XP, VPN, Active Directory, Antivirus
Education
University of Massachusetts Boston 1979 — 1986
BSBA, Management Information Systems
University of Massachusetts Boston 1979 — 1986
Bachelor of Science degree, Business Administration; Management Information Systems
Steve Melo Steve Melo's FleetBoston Financial Experience May 2000 - June 2003
Job Sales Agent at SBLI of Massachusetts
Industry Financial Services
Experience
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
Laura DiSano Laura DiSano's FleetBoston Financial Experience 1999 - 2002
Job Business Consultant at University of South Carolina
Industry Management Consulting
Experience
University of South Carolina,Moore School of Business, Small Business Development Center November 2010 - Present
LMD & Associates November 2007 - Present
Bank of America 1982 - 2005
FleetBoston Financial 1999 - 2002
Fleet Bank 1994 - 1998
University of RI 1972 - 1976
Skills
CRM software, Strategic Planning..., Strategic Planning, Strategy, Program Management, Management Consulting, Banking, Business Development, CRM, Management, Entrepreneurship, Leadership, Marketing, Coaching, Marketing Strategy, Organizational..., Fundraising, Public Relations, Small Business, Executive Coaching, Sales, Public Speaking, Project Planning, Consulting, Leadership Development, Nonprofits
Education
University of Rhode Island 1966 — 1976
B.A. & M.A., B.A. in English, M.A. in Sociology
Leadership RI 1998 — 1999
Leadership Development Program of state of Rhode Island
University of South Carolina,Moore School of Business, Small Business Development Center November 2010 - Present
LMD & Associates November 2007 - Present
Bank of America 1982 - 2005
FleetBoston Financial 1999 - 2002
Fleet Bank 1994 - 1998
University of RI 1972 - 1976
Skills
CRM software, Strategic Planning..., Strategic Planning, Strategy, Program Management, Management Consulting, Banking, Business Development, CRM, Management, Entrepreneurship, Leadership, Marketing, Coaching, Marketing Strategy, Organizational..., Fundraising, Public Relations, Small Business, Executive Coaching, Sales, Public Speaking, Project Planning, Consulting, Leadership Development, Nonprofits
Education
University of Rhode Island 1966 — 1976
B.A. & M.A., B.A. in English, M.A. in Sociology
Leadership RI 1998 — 1999
Leadership Development Program of state of Rhode Island
Jim Richards Jim Richards's FleetBoston Financial Experience 1999 - 2004
Job Executive VicePresident, BSA Officer at Wells Fargo & Co
Industry Financial Services
Experience
Wells Fargo & Co October 2005 - Present
Bank of America 2004 - 2005
FleetBoston Financial 1999 - 2004
Fleet Bank 1999 - 2003
Fleet Boston Financial 1999 - 2003
BankBoston 1999 - 2000
Middlesex County District Attorney's Office 1995 - 1999
Choate, Hall & Stewart 1992 - 1995
Civil Litigation & Criminal Defense 1986 - 1991
Education
The University of British Columbia 1983 — 1986
JD
The University of British Columbia 1978 — 1983
B.Comm.
West Vancouver Secondary School 1976 — 1978
Wells Fargo & Co October 2005 - Present
Bank of America 2004 - 2005
FleetBoston Financial 1999 - 2004
Fleet Bank 1999 - 2003
Fleet Boston Financial 1999 - 2003
BankBoston 1999 - 2000
Middlesex County District Attorney's Office 1995 - 1999
Choate, Hall & Stewart 1992 - 1995
Civil Litigation & Criminal Defense 1986 - 1991
Education
The University of British Columbia 1983 — 1986
JD
The University of British Columbia 1978 — 1983
B.Comm.
West Vancouver Secondary School 1976 — 1978
Chris Holmgren Chris Holmgren's FleetBoston Financial Experience 2002 - 2004
Job Credit Risk Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2012 - Present
Bank of America Merrill Lynch June 2006 - April 2012
Bank of America 2004 - 2006
FleetBoston Financial 2002 - 2004
Bank of Boston 1996 - 2002
Skills
Credit, Risk, Banking, Loans, Risk Management, Portfolio Management, Credit Risk, oil and gas, Buy-side, Energy, Financial Risk, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, Economics
Bank of America Merrill Lynch April 2012 - Present
Bank of America Merrill Lynch June 2006 - April 2012
Bank of America 2004 - 2006
FleetBoston Financial 2002 - 2004
Bank of Boston 1996 - 2002
Skills
Credit, Risk, Banking, Loans, Risk Management, Portfolio Management, Credit Risk, oil and gas, Buy-side, Energy, Financial Risk, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, Economics
Steve Connors's FleetBoston Financial Experience 1996 - 2004
Job Sr. Vice President at TD Bank Group
Industry Financial Services
Experience
TD Bank Group 2012 - Present
Royal Bank of Scotland March 2009 - February 2012
Fidelity Investments September 2006 - January 2009
Citizens Financial Group March 2005 - September 2006
Bank of America January 1996 - February 2005
Fleet Bank 1996 - 2005
FleetBoston Financial 1996 - 2004
Wells Fargo May 1991 - January 1996
Allied First Bank 1985 - 1989
Allied First Bank 1985 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Bachelor of Science
TD Bank Group 2012 - Present
Royal Bank of Scotland March 2009 - February 2012
Fidelity Investments September 2006 - January 2009
Citizens Financial Group March 2005 - September 2006
Bank of America January 1996 - February 2005
Fleet Bank 1996 - 2005
FleetBoston Financial 1996 - 2004
Wells Fargo May 1991 - January 1996
Allied First Bank 1985 - 1989
Allied First Bank 1985 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Bachelor of Science
Andrea Gomes Andrea Gomes's FleetBoston Financial Experience August 2002 - February 2004
Job Employee Relations Specialist at CVS Caremark Corporation
Industry Human Resources
Experience
CVS Caremark August 2006 - Present
CVS Caremark October 2005 - July 2006
Bank of America February 2004 - June 2005
FleetBoston Financial August 2002 - February 2004
FleetBoston Financial March 2002 - July 2002
Fleet Bank March 2000 - February 2002
Manpower Staffing Services October 1998 - February 2000
Skills
Training, HRIS, Employee Benefits, Talent Acquisition, Employee Relations, HR Policies, Customer Service, Human Resources, Performance Management, Recruiting, PeopleSoft, Interviews, Benefits Administration, Succession Planning, Onboarding
Education
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Arts, Sociology/SocialWork/ Languages
CVS Caremark August 2006 - Present
CVS Caremark October 2005 - July 2006
Bank of America February 2004 - June 2005
FleetBoston Financial August 2002 - February 2004
FleetBoston Financial March 2002 - July 2002
Fleet Bank March 2000 - February 2002
Manpower Staffing Services October 1998 - February 2000
Skills
Training, HRIS, Employee Benefits, Talent Acquisition, Employee Relations, HR Policies, Customer Service, Human Resources, Performance Management, Recruiting, PeopleSoft, Interviews, Benefits Administration, Succession Planning, Onboarding
Education
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Arts, Sociology/SocialWork/ Languages
John McManus John McManus's FleetBoston Financial Experience May 2003 - April 2004
Job Seeking New Technology Management Opportunities
Industry Information Technology and Services
Experience
TIAA-CREF (Consulting through Pride Technologies) June 2012 - Present
Merrill Lynch October 2008 - October 2011
Bank of America - Wealth Investment Management 2004 - 2009
Bank of America February 2002 - October 2008
US Army Reserve May 1982 - November 2005
FleetBoston Financial May 2003 - April 2004
FleetBoston Financial March 2002 - May 2003
Ntirety Technologies August 2001 - February 2002
AT&T Broadband January 1997 - January 2001
DSD Laboratories, Inc January 1987 - January 1997
Skills
SDLC, Data Warehousing, Business Intelligence, Business Process..., Program Management, IT Strategy, Process Improvement, CRM, Enterprise Software, Microsoft SQL Server, ETL, Vendor Management, Software Project..., Project Portfolio..., Project Management, Cross-functional Team..., Databases, Information Management, SQL, Agile Methodologies, Oracle, Business Process, Business Analysis, Enterprise Architecture, IT Management, Software Documentation, Integration, Financial Services, Software Development, Unix, Document Management, Six Sigma, Information Architecture, Organizational..., Management, Strategy, Ab Initio, VLDB, Information Technology, Wealth Management, Team Leadership, Leadership, Requirements Analysis
Education
The University of Kansas 1984 — 1986
MS
University of New Hampshire 1978 — 1982
BS
TIAA-CREF (Consulting through Pride Technologies) June 2012 - Present
Merrill Lynch October 2008 - October 2011
Bank of America - Wealth Investment Management 2004 - 2009
Bank of America February 2002 - October 2008
US Army Reserve May 1982 - November 2005
FleetBoston Financial May 2003 - April 2004
FleetBoston Financial March 2002 - May 2003
Ntirety Technologies August 2001 - February 2002
AT&T Broadband January 1997 - January 2001
DSD Laboratories, Inc January 1987 - January 1997
Skills
SDLC, Data Warehousing, Business Intelligence, Business Process..., Program Management, IT Strategy, Process Improvement, CRM, Enterprise Software, Microsoft SQL Server, ETL, Vendor Management, Software Project..., Project Portfolio..., Project Management, Cross-functional Team..., Databases, Information Management, SQL, Agile Methodologies, Oracle, Business Process, Business Analysis, Enterprise Architecture, IT Management, Software Documentation, Integration, Financial Services, Software Development, Unix, Document Management, Six Sigma, Information Architecture, Organizational..., Management, Strategy, Ab Initio, VLDB, Information Technology, Wealth Management, Team Leadership, Leadership, Requirements Analysis
Education
The University of Kansas 1984 — 1986
MS
University of New Hampshire 1978 — 1982
BS
Winder Alexandre's FleetBoston Financial Experience June 2000 - December 2004
Job Enjoying this amazing journey called Life.
Industry Banking
Experience
Mass Equity Investment Group November 2008 - Present
PCG June 2007 - August 2008
State Street October 2005 - May 2007
FLEETBOSTON FINANCIAL June 2000 - December 2004
Homes.com June 2004 - September 2004
Skills
Contract Negotiation, Negotiation, Social Networking, Short Sales, Investment Properties, Real Estate, Investments, Buying, Mortgage, Investors, Selling, Residential, Customer Relations, Marketing Strategy, REO, Public Speaking, Small Business, Real Estate Development, Real Estate Investment, Entrepreneur, Private Equity, Foreclosures, Home, Sellers, Purchase, Strategic Consulting, Property Management, Cost Allocation, Private Equity Funding, Customer Service, Recapitalizations, Mutual Funds, Entrepreneurship, Residential Homes, Property, Commercial Real Estate, Mortgage Lending, Mergers, Market Analysis, Valuation, First Time Home Buyers, Mergers & Acquisitions, Funding, Due Diligence, Asset Management, Accounting, Real Estate Economics, Real Estate Financing, Management, Equities
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Economics/Business Management
Mass Equity Investment Group November 2008 - Present
PCG June 2007 - August 2008
State Street October 2005 - May 2007
FLEETBOSTON FINANCIAL June 2000 - December 2004
Homes.com June 2004 - September 2004
Skills
Contract Negotiation, Negotiation, Social Networking, Short Sales, Investment Properties, Real Estate, Investments, Buying, Mortgage, Investors, Selling, Residential, Customer Relations, Marketing Strategy, REO, Public Speaking, Small Business, Real Estate Development, Real Estate Investment, Entrepreneur, Private Equity, Foreclosures, Home, Sellers, Purchase, Strategic Consulting, Property Management, Cost Allocation, Private Equity Funding, Customer Service, Recapitalizations, Mutual Funds, Entrepreneurship, Residential Homes, Property, Commercial Real Estate, Mortgage Lending, Mergers, Market Analysis, Valuation, First Time Home Buyers, Mergers & Acquisitions, Funding, Due Diligence, Asset Management, Accounting, Real Estate Economics, Real Estate Financing, Management, Equities
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Economics/Business Management
Bonnie Howard Bonnie Howard's FleetBoston Financial Experience 2000 - 2003
Job Independent Board Director
Industry Financial Services
Experience
BMO Financial Corp, BMO Harris Bank August 2013 - Present
Assured Guaranty LTD July 2012 - Present
YWCA of New York City June 2007 - December 2013
Citi 2003 - 2011
FleetBoston Financial 2000 - 2003
JPMorgan Chase 1988 - 2000
Ernst & Young 1981 - 1988
Children's Hospital of San Franciso 1979 - 1981
KPMG 1975 - 1979
Education
University of Missouri-Saint Louis
Bachelor of Science, cum laude, Business Administration-Accounting, Minor in Psychology
BMO Financial Corp, BMO Harris Bank August 2013 - Present
Assured Guaranty LTD July 2012 - Present
YWCA of New York City June 2007 - December 2013
Citi 2003 - 2011
FleetBoston Financial 2000 - 2003
JPMorgan Chase 1988 - 2000
Ernst & Young 1981 - 1988
Children's Hospital of San Franciso 1979 - 1981
KPMG 1975 - 1979
Education
University of Missouri-Saint Louis
Bachelor of Science, cum laude, Business Administration-Accounting, Minor in Psychology
Anthony Klick Anthony Klick's FleetBoston Financial Experience 1993 - 2000
Job Principal/Managing Director at PwC
Industry Management Consulting
Experience
PwC July 2013 - Present
IBM July 2012 - July 2013
Price Waterhouse Coopers November 2010 - July 2012
Diamond Management & Technology Consultants July 2006 - November 2010
AMK Consulting Group November 1999 - July 2006
Citizens Financial Group 1999 - 2000
FleetBoston Financial 1993 - 2000
CSC 1993 - 1993
General Dynamics 1978 - 1983
Skills
Management Consulting, Acquisition Integration, Mergers, Due Diligence, IT Strategy, Organizational Design, Business Strategy, Financial Services, Financial Modeling, Enterprise Risk..., Business Process..., Private Equity, Financial Analysis, Restructuring, Strategic Planning, Banking, Business Analysis, Business Innovation, Business Transformation, Executive Management, Mergers & Acquisitions, Process Improvement, Strategy, Management, Program Management, Change Management, Business Intelligence, Consulting, Analytics, Vendor Management, Governance
Education
University of New Haven 1981 — 1986
BS, Computer Science/Industrial Engineering
PwC July 2013 - Present
IBM July 2012 - July 2013
Price Waterhouse Coopers November 2010 - July 2012
Diamond Management & Technology Consultants July 2006 - November 2010
AMK Consulting Group November 1999 - July 2006
Citizens Financial Group 1999 - 2000
FleetBoston Financial 1993 - 2000
CSC 1993 - 1993
General Dynamics 1978 - 1983
Skills
Management Consulting, Acquisition Integration, Mergers, Due Diligence, IT Strategy, Organizational Design, Business Strategy, Financial Services, Financial Modeling, Enterprise Risk..., Business Process..., Private Equity, Financial Analysis, Restructuring, Strategic Planning, Banking, Business Analysis, Business Innovation, Business Transformation, Executive Management, Mergers & Acquisitions, Process Improvement, Strategy, Management, Program Management, Change Management, Business Intelligence, Consulting, Analytics, Vendor Management, Governance
Education
University of New Haven 1981 — 1986
BS, Computer Science/Industrial Engineering
Joe Impagliazzo's FleetBoston Financial Experience December 2003 - August 2004
Job Loan Officer at Embrace Home Loans
Industry Financial Services
Experience
Embrace Home Loans April 2008 - Present
Home Loan Investment Bank October 2004 - February 2008
FleetBoston Financial December 2003 - August 2004
Simmers Capital Management February 2003 - July 2003
Skills
Funding, Annuities, Cold Calling, Mortgage Lending, Underwriting, Loan Origination, FHA financing, Conventional Financing, USDA Financing, VA Financing, Debt Consolidation, First Time Home Buyers, Residential Mortgages, Residential Purchases, Fixed Rate Mortgages, Refinance Transactions, Fixed Annuities, Finance, USDA, Commercial Mortgages, Refinance, FHA, VA loans, Mortgage Banking, Purchasing, Real Estate, Certified Mortgage..., Real Estate Transactions, Investors, Government Loans, FHA Financing, VA Loans
Education
University of Colorado Boulder 1997 — 2001
B.A, Political Science
Bishop Hendricken High School 1993 — 1997
Bachelor of Arts, Political Science
Embrace Home Loans April 2008 - Present
Home Loan Investment Bank October 2004 - February 2008
FleetBoston Financial December 2003 - August 2004
Simmers Capital Management February 2003 - July 2003
Skills
Funding, Annuities, Cold Calling, Mortgage Lending, Underwriting, Loan Origination, FHA financing, Conventional Financing, USDA Financing, VA Financing, Debt Consolidation, First Time Home Buyers, Residential Mortgages, Residential Purchases, Fixed Rate Mortgages, Refinance Transactions, Fixed Annuities, Finance, USDA, Commercial Mortgages, Refinance, FHA, VA loans, Mortgage Banking, Purchasing, Real Estate, Certified Mortgage..., Real Estate Transactions, Investors, Government Loans, FHA Financing, VA Loans
Education
University of Colorado Boulder 1997 — 2001
B.A, Political Science
Bishop Hendricken High School 1993 — 1997
Bachelor of Arts, Political Science
Pamela Bilodeau Pamela Bilodeau's FleetBoston Financial Experience 1998 - 2003
Job Realtor at Century 21 Beggins Enterprises
Industry Information Technology and Services
Experience
Century 21 Beggins Enterprises March 2015 - Present
OUTFRONT Media July 2013 - April 2015
Club Z! In-Home Tutoring August 2012 - July 2013
HSBC 2009 - 2011
HSBC 2004 - 2009
Millennium 2003 - 2004
FleetBoston Financial 1998 - 2003
Skills
Fileaid, TSO, VSAM, CICS, JCL, COBOL, SDLC, Lotus Notes, SharePoint, Business Analysis, Microsoft Office, Mainframe, Excel, Testing, Production Support, Quality Center, ISPF, Easytrieve, SDSF, NDM, Credit Cards, Systems Analysis, Visio, Business Requirements, HP Quality Center, Change Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts, Psychology
University of Nevada-Las Vegas 1987 — 1987
Psychology
Century 21 Beggins Enterprises March 2015 - Present
OUTFRONT Media July 2013 - April 2015
Club Z! In-Home Tutoring August 2012 - July 2013
HSBC 2009 - 2011
HSBC 2004 - 2009
Millennium 2003 - 2004
FleetBoston Financial 1998 - 2003
Skills
Fileaid, TSO, VSAM, CICS, JCL, COBOL, SDLC, Lotus Notes, SharePoint, Business Analysis, Microsoft Office, Mainframe, Excel, Testing, Production Support, Quality Center, ISPF, Easytrieve, SDSF, NDM, Credit Cards, Systems Analysis, Visio, Business Requirements, HP Quality Center, Change Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts, Psychology
University of Nevada-Las Vegas 1987 — 1987
Psychology
Monica Adler Monica Adler's FleetBoston Financial Experience 1998 - 2000
Job Vice President, Budget & Organization in Enterprise Risk Management at Santander Holdings USA
Industry Financial Services
Experience
Santander Bank, N.A. 2012 - 2014
Bank of America 2006 - 2012
Bank of America 2002 - 2006
Bank of America 2000 - 2002
FleetBoston Financial 1998 - 2000
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Financial Risk, Credit Risk, Commercial Lending, Credit Analysis, Consumer Lending, Retail Banking, Portfolio Management, Operational Risk..., Relationship Management, Financial Services
Education
University of Rochester
Santander Bank, N.A. 2012 - 2014
Bank of America 2006 - 2012
Bank of America 2002 - 2006
Bank of America 2000 - 2002
FleetBoston Financial 1998 - 2000
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Financial Risk, Credit Risk, Commercial Lending, Credit Analysis, Consumer Lending, Retail Banking, Portfolio Management, Operational Risk..., Relationship Management, Financial Services
Education
University of Rochester
Bill Banagan Bill Banagan's FleetBoston Financial Experience 1986 - 2006
Job Successful Coach and IT Professional at Self Employed
Industry Sports
Experience
Self Employed February 2014 - Present
UAlbany August 1999 - January 2014
FleetBoston Financial 1986 - 2006
Skills
Higher Education, Social Media, Sports, Access, Athletics, Management, Teaching, Event Planning, Leadership Development, Coaching, Fundraising, Sports Management, Community Outreach, Public Relations, Football, Microsoft Word, Sports Marketing, Student Development, Public Speaking, Leadership
Education
University at Albany, SUNY
BS, Economics
Self Employed February 2014 - Present
UAlbany August 1999 - January 2014
FleetBoston Financial 1986 - 2006
Skills
Higher Education, Social Media, Sports, Access, Athletics, Management, Teaching, Event Planning, Leadership Development, Coaching, Fundraising, Sports Management, Community Outreach, Public Relations, Football, Microsoft Word, Sports Marketing, Student Development, Public Speaking, Leadership
Education
University at Albany, SUNY
BS, Economics
Trevor Brown's FleetBoston Financial Experience June 2000 - December 2002
Job Partner at Next Street
Industry Financial Services
Experience
Next Street March 2014 - Present
Next Street November 2010 - March 2014
Monitor Group September 2006 - November 2010
Microsoft Corporation May 2005 - August 2005
Sovereign Bank December 2002 - July 2004
FleetBoston Financial June 2000 - December 2002
Skills
Business Strategy, Management Consulting, Business Analysis, Financial Analysis, Process Improvement, Recruiting, Organizational..., Leadership, Strategy, Management, Marketing Strategy, Strategic Planning, Organizational Design, CRM, Project Management, Entrepreneurship, Market Research, Business Development, Finance
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, Business Administration and Management, General
Tufts University
BA, Economics
Next Street March 2014 - Present
Next Street November 2010 - March 2014
Monitor Group September 2006 - November 2010
Microsoft Corporation May 2005 - August 2005
Sovereign Bank December 2002 - July 2004
FleetBoston Financial June 2000 - December 2002
Skills
Business Strategy, Management Consulting, Business Analysis, Financial Analysis, Process Improvement, Recruiting, Organizational..., Leadership, Strategy, Management, Marketing Strategy, Strategic Planning, Organizational Design, CRM, Project Management, Entrepreneurship, Market Research, Business Development, Finance
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, Business Administration and Management, General
Tufts University
BA, Economics
Renee Arruda Renee Arruda's FleetBoston Financial Experience 1990 - 2005
Job Assistant Vice President; Writer, Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group July 2009 - Present
Citizens Bank November 2005 - February 2009
Pfizer, Inc. November 2004 - October 2005
FleetBoston Financial 1990 - 2005
FleetBoston Financial 1998 - 2004
Skills
Editing, Project Management, Marketing Strategy, Management, Training, Team Building, Corporate Communications, InDesign, Marketing Communications, Banking, Public Relations, Social Media, Strategic Communications, Strategy, Time Management, Human Resources
Education
University of Massachusetts Dartmouth 1994 — 1998
BA, English Literature
Citizens Financial Group July 2009 - Present
Citizens Bank November 2005 - February 2009
Pfizer, Inc. November 2004 - October 2005
FleetBoston Financial 1990 - 2005
FleetBoston Financial 1998 - 2004
Skills
Editing, Project Management, Marketing Strategy, Management, Training, Team Building, Corporate Communications, InDesign, Marketing Communications, Banking, Public Relations, Social Media, Strategic Communications, Strategy, Time Management, Human Resources
Education
University of Massachusetts Dartmouth 1994 — 1998
BA, English Literature
Michael C. Mitchell, PMP Michael C. Mitchell, PMP's FleetBoston Financial Experience January 2000 - May 2004
Job VP Oracle OBIEE Developer at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2010 - Present
Bank of America February 2000 - August 2010
FleetBoston Financial January 2000 - May 2004
Retail Solutions International, Inc January 2000 - February 2001
Warren Rogers Associates June 1997 - January 2000
Kenyon Environmental Inc April 1992 - June 1997
Skills
PMP, Project Portfolio..., Enterprise Content..., PMO, Project Management, Web Development, Web Project Management, SDLC, Mobile Applications, Vignette, WordPress, Joomla, Web Strategy, Business Analysis, phpBB, Google Adwords, Shopping Carts, Google Search Appliance, Social Networking, Android, Google Analytics, Social Media Marketing, iOS development, Ubuntu, cPanel, Workday, Civil Engineering, Video Services, Gmail, Enterprise Portals, Streaming Media, xbmc, iPhone development, Google Webmaster Tools, IP Cameras, Portal Technologies, Adsense, Responsive Design, WooCommerce, KODI, Google Apps, Google Drive, chromebooks, Atlassian JIRA
Education
University of Rhode Island 1987 — 1992
BS, Structural Engineering Systems
University of Rhode Island 1987 — 1992
Bachelor of Science (B.S.), Civil Engineering
Bank of America July 2010 - Present
Bank of America February 2000 - August 2010
FleetBoston Financial January 2000 - May 2004
Retail Solutions International, Inc January 2000 - February 2001
Warren Rogers Associates June 1997 - January 2000
Kenyon Environmental Inc April 1992 - June 1997
Skills
PMP, Project Portfolio..., Enterprise Content..., PMO, Project Management, Web Development, Web Project Management, SDLC, Mobile Applications, Vignette, WordPress, Joomla, Web Strategy, Business Analysis, phpBB, Google Adwords, Shopping Carts, Google Search Appliance, Social Networking, Android, Google Analytics, Social Media Marketing, iOS development, Ubuntu, cPanel, Workday, Civil Engineering, Video Services, Gmail, Enterprise Portals, Streaming Media, xbmc, iPhone development, Google Webmaster Tools, IP Cameras, Portal Technologies, Adsense, Responsive Design, WooCommerce, KODI, Google Apps, Google Drive, chromebooks, Atlassian JIRA
Education
University of Rhode Island 1987 — 1992
BS, Structural Engineering Systems
University of Rhode Island 1987 — 1992
Bachelor of Science (B.S.), Civil Engineering
Olivia Leong's FleetBoston Financial Experience 2002 - 2002
Job Experienced Leveraged Finance Professional
Industry Financial Services
Experience
Mubadala GE Capital PJSC 2013 - Present
GE Capital 2008 - 2012
GE Capital 2007 - 2008
GE Capital 2006 - 2007
GE Capital 2004 - 2006
Bank of America 2003 - 2004
FleetBoston Financial (acquired by Bank of America) 2002 - 2003
FleetBoston Financial 2002 - 2002
Skills
Capital Markets, Financial Modeling, Valuation, Structured Finance, Leadership, Financial Analysis, Corporate Finance, Investments, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Finance, Credit, Financial Structuring, Private Equity, Investment Banking, Risk Management, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Mergers, Credit Analysis, Underwriting, Credit Risk, Analysis, Financing Relationships, Client Development, Global Business Acumen, Strategic Negotiations, Investor Relations, Strategic Planning, Buy-Side Investments, Analytical Skills, Cross-Functional Teams, Compliance & Regulations, Revenue Generation, Communication Skills, Practical Decision..., Project Management, Deal Execution
Education
Union College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Union College
Bachelor’s Degree, Economics, Cum Laude, Honorary Distinction
Mubadala GE Capital PJSC 2013 - Present
GE Capital 2008 - 2012
GE Capital 2007 - 2008
GE Capital 2006 - 2007
GE Capital 2004 - 2006
Bank of America 2003 - 2004
FleetBoston Financial (acquired by Bank of America) 2002 - 2003
FleetBoston Financial 2002 - 2002
Skills
Capital Markets, Financial Modeling, Valuation, Structured Finance, Leadership, Financial Analysis, Corporate Finance, Investments, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Finance, Credit, Financial Structuring, Private Equity, Investment Banking, Risk Management, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Mergers, Credit Analysis, Underwriting, Credit Risk, Analysis, Financing Relationships, Client Development, Global Business Acumen, Strategic Negotiations, Investor Relations, Strategic Planning, Buy-Side Investments, Analytical Skills, Cross-Functional Teams, Compliance & Regulations, Revenue Generation, Communication Skills, Practical Decision..., Project Management, Deal Execution
Education
Union College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Union College
Bachelor’s Degree, Economics, Cum Laude, Honorary Distinction
Dion Chay's FleetBoston Financial Experience October 2000 - March 2004
Job Change Management Professional
Industry Banking
Experience
Bank of America April 2004 - Present
FleetBoston Financial October 2000 - March 2004
M&T Bank July 1998 - September 2000
Rochester Gas & Electric June 1997 - June 1998
Climate Control Limited January 1995 - September 1996
Port-of-Spain General Hospital November 1993 - December 1994
Skills
PMO, CRM, Management, Competitive Analysis, Training, IT Strategy, Portfolio Management, Payments, Business Process..., Executive Management, Market Research, Risk Management, Banking
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance, Operations
University of the West Indies, St. Augustine Campus 1990 — 1993
BSc, Mech. Eng.
Bank of America April 2004 - Present
FleetBoston Financial October 2000 - March 2004
M&T Bank July 1998 - September 2000
Rochester Gas & Electric June 1997 - June 1998
Climate Control Limited January 1995 - September 1996
Port-of-Spain General Hospital November 1993 - December 1994
Skills
PMO, CRM, Management, Competitive Analysis, Training, IT Strategy, Portfolio Management, Payments, Business Process..., Executive Management, Market Research, Risk Management, Banking
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance, Operations
University of the West Indies, St. Augustine Campus 1990 — 1993
BSc, Mech. Eng.
Jennifer Moldenhauer's FleetBoston Financial Experience 1995 - 2000
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity Investments May 2012 - June 2014
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2005
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2002
FleetBoston Financial 1995 - 2000
Skills
Performance Management, Organizational Design, Talent Management, Change Management, Onboarding, Organizational..., Coaching, Succession Planning, Leadership Development, Human Resources, Training Programme..., Employee Engagement, Benefits Administration, Employee Benefits, Competency Management, Employee Relations, Recruiting, Deferred Compensation, College Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments May 2012 - June 2014
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2005
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2002
FleetBoston Financial 1995 - 2000
Skills
Performance Management, Organizational Design, Talent Management, Change Management, Onboarding, Organizational..., Coaching, Succession Planning, Leadership Development, Human Resources, Training Programme..., Employee Engagement, Benefits Administration, Employee Benefits, Competency Management, Employee Relations, Recruiting, Deferred Compensation, College Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English Language and Literature, General
Brad Gilchrist's FleetBoston Financial Experience 2001 - 2004
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America 2004 - Present
FleetBoston Financial 2001 - 2004
Computer Sciences Corporation May 1997 - June 2000
US Robotics 1995 - 1996
Skills
Process Improvement, SharePoint, Project Management, Program Management, Portfolio Management, Customer Service, Project Planning, Active Directory, Troubleshooting, Windows, Outlook, PowerPoint, Vendor Management, Bloomberg, Change Management, ITIL v3 Foundations..., Linux Desktop, Managing Associates, Microsoft SQL Server, Microsoft Office..., Leadership, IT Strategy, IT Management
Education
University of Illinois at Urbana-Champaign 1990 — 1995
Bank of America 2004 - Present
FleetBoston Financial 2001 - 2004
Computer Sciences Corporation May 1997 - June 2000
US Robotics 1995 - 1996
Skills
Process Improvement, SharePoint, Project Management, Program Management, Portfolio Management, Customer Service, Project Planning, Active Directory, Troubleshooting, Windows, Outlook, PowerPoint, Vendor Management, Bloomberg, Change Management, ITIL v3 Foundations..., Linux Desktop, Managing Associates, Microsoft SQL Server, Microsoft Office..., Leadership, IT Strategy, IT Management
Education
University of Illinois at Urbana-Champaign 1990 — 1995
Brad Leyhe's FleetBoston Financial Experience 1990 - 1996
Job Private Mortgage Banker at Countrywide Home Loans
Industry Banking
Experience
Countrywide Home Loans InstructorGSRBM1986 - Present
Fleet Bank 1995 - 2000
FleetBoston Financial 1990 - 1996
Education
University of Hawaii - Shidler College of Business 1972 — 1975
Countrywide Home Loans InstructorGSRBM1986 - Present
Fleet Bank 1995 - 2000
FleetBoston Financial 1990 - 1996
Education
University of Hawaii - Shidler College of Business 1972 — 1975
Debbie VanEtten's FleetBoston Financial Experience 2001 - 2005
Job Communications ManagerVP at Bank of America
Industry Marketing and Advertising
Experience
Bank of America December 2008 - Present
Fleetboston Financial 2001 - 2005
Skills
Banking, Marketing Communications, Financial Services, Analytics, Leadership, CRM, Relationship Management, Corporate Communications, Strategy, Business Development, Project Management
Education
The Ohio State University 1989 — 1993
Bank of America December 2008 - Present
Fleetboston Financial 2001 - 2005
Skills
Banking, Marketing Communications, Financial Services, Analytics, Leadership, CRM, Relationship Management, Corporate Communications, Strategy, Business Development, Project Management
Education
The Ohio State University 1989 — 1993
Lucia Baraybar's FleetBoston Financial Experience 1997 - 2004
Job Managing Director at KPMG
Industry Financial Services
Experience
KPMG September 2013 - Present
KPMG 2008 - 2013
KPMG 2006 - 2008
KPMG 2004 - 2006
FleetBoston Financial 1997 - 2004
Skills
Compliance risk..., Regulatory change..., Compliance risk..., Impact assessment of..., Consumer risk analysis..., Board governance and..., Project management
Education
University of Connecticut
Bachelor of Science (BS), Finance
KPMG September 2013 - Present
KPMG 2008 - 2013
KPMG 2006 - 2008
KPMG 2004 - 2006
FleetBoston Financial 1997 - 2004
Skills
Compliance risk..., Regulatory change..., Compliance risk..., Impact assessment of..., Consumer risk analysis..., Board governance and..., Project management
Education
University of Connecticut
Bachelor of Science (BS), Finance
Stewart Neff's FleetBoston Financial Experience 2001 - 2004
Job Vice President at Windward Investment Management
Industry Financial Services
Experience
Windward Investment Management January 2009 - Present
Eastern Yacht Club 1988 - 2009
Royal Bank of Scotland Group June 2004 - October 2007
Fleet Bank June 1982 - April 2004
FleetBoston Financial 2001 - 2004
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Private Equity, Investment Management, Wealth Management, Valuation, Hedge Funds, Derivatives, Investment Strategies, Equity Research, Venture Capital, Mutual Funds, Financial Markets, Financial Services, Investment Advisory, Financial Modeling, Investor Relations, Emerging Markets, Bloomberg, Investment Banking, Structured Finance, Hedging, Securities, Series 7, Series 63, Due Diligence, Mergers & Acquisitions, Corporate Finance, Trading, M&A experience, Financial Risk, Leveraged Finance, Corporate Development, Credit Analysis, Credit Risk, Financial Structuring, Quantitative Analytics, Securities Regulation, Relationship Management
Education
Tufts University 1976 — 1981
Windward Investment Management January 2009 - Present
Eastern Yacht Club 1988 - 2009
Royal Bank of Scotland Group June 2004 - October 2007
Fleet Bank June 1982 - April 2004
FleetBoston Financial 2001 - 2004
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Private Equity, Investment Management, Wealth Management, Valuation, Hedge Funds, Derivatives, Investment Strategies, Equity Research, Venture Capital, Mutual Funds, Financial Markets, Financial Services, Investment Advisory, Financial Modeling, Investor Relations, Emerging Markets, Bloomberg, Investment Banking, Structured Finance, Hedging, Securities, Series 7, Series 63, Due Diligence, Mergers & Acquisitions, Corporate Finance, Trading, M&A experience, Financial Risk, Leveraged Finance, Corporate Development, Credit Analysis, Credit Risk, Financial Structuring, Quantitative Analytics, Securities Regulation, Relationship Management
Education
Tufts University 1976 — 1981
Rita Cahill's FleetBoston Financial Experience 1992 - 2003
Job Senior Vice President at Large US Bank
Industry Banking
Experience
Large US Bank June 2011 - Present
Fleet Bank March 1992 - December 2003
Fleet National Bank 1998 - 2003
FleetBoston Financial 1992 - 2003
FleetBoston 1992 - 2003
BankBoston 1992 - 2003
Manufacturers Hanover Trust 1979 - 1990
Education
The George Washington University - School of Business 1977 — 1978
MBA, International Business and Marketing
Large US Bank June 2011 - Present
Fleet Bank March 1992 - December 2003
Fleet National Bank 1998 - 2003
FleetBoston Financial 1992 - 2003
FleetBoston 1992 - 2003
BankBoston 1992 - 2003
Manufacturers Hanover Trust 1979 - 1990
Education
The George Washington University - School of Business 1977 — 1978
MBA, International Business and Marketing
Peter J. Winkelman's FleetBoston Financial Experience 2000 - 2002
Job Risk Management | Credit Review | COO
Industry Banking
Experience
Bank of America Mexico June 2011 - September 2014
Bank of America Merrill Lynch January 2004 - July 2011
BancBoston Capital 2002 - 2004
FleetBoston Financial 2000 - 2002
Bank of America 1995 - 2000
Bank of America Asia January 1993 - July 1995
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Credit Risk, Private Equity, Emerging Markets, Latin America, Compliance, Leveraged Finance, Capital Markets, Enterprise Risk..., Operational Risk, Risk Management, Corporate Finance, Financial Analysis, Executive Management, Financial Risk
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS) in Economics, Finance, Decision Sciences
Bank of America Mexico June 2011 - September 2014
Bank of America Merrill Lynch January 2004 - July 2011
BancBoston Capital 2002 - 2004
FleetBoston Financial 2000 - 2002
Bank of America 1995 - 2000
Bank of America Asia January 1993 - July 1995
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Credit Risk, Private Equity, Emerging Markets, Latin America, Compliance, Leveraged Finance, Capital Markets, Enterprise Risk..., Operational Risk, Risk Management, Corporate Finance, Financial Analysis, Executive Management, Financial Risk
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS) in Economics, Finance, Decision Sciences
Brian Goldwater's FleetBoston Financial Experience 2000 - 2002
Job Senior Audit Manager (Professional Practices/Quality Assurance) at M&T Bank
Industry Banking
Experience
M&T Bank June 2002 - Present
FleetBoston Financial 2000 - 2002
Skills
Banking, Internal Controls, Risk Assessment, Risk Management, Financial Risk, Operational Risk..., Financial Reporting, Internal Audit, Credit, Business Analysis, Auditing, Financial Analysis, Sarbanes-Oxley Act, Microsoft Office, Accounting, Commercial Banking, Enterprise Risk..., Operational Risk, Finance, Microsoft Excel, Credit Risk, Project Management, Financial Services
Education
University at Buffalo 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
M&T Bank June 2002 - Present
FleetBoston Financial 2000 - 2002
Skills
Banking, Internal Controls, Risk Assessment, Risk Management, Financial Risk, Operational Risk..., Financial Reporting, Internal Audit, Credit, Business Analysis, Auditing, Financial Analysis, Sarbanes-Oxley Act, Microsoft Office, Accounting, Commercial Banking, Enterprise Risk..., Operational Risk, Finance, Microsoft Excel, Credit Risk, Project Management, Financial Services
Education
University at Buffalo 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Matthew Jerry's FleetBoston Financial Experience July 2001 - August 2003
Job Senior Vice President, Head of Asset Management at Stockbridge Real Estate Funds
Industry Real Estate
Experience
Stockbridge Real Estate Funds August 2011 - Present
AMB Property Corporation May 2006 - July 2011
RREEF August 2003 - April 2006
FleetBoston Financial July 2001 - August 2003
Goldman Sachs June 2000 - May 2001
Education
Trinity College-Hartford 1996 — 2000
BA, Economics
Kingswood Oxford School 1992 — 1996
Stockbridge Real Estate Funds August 2011 - Present
AMB Property Corporation May 2006 - July 2011
RREEF August 2003 - April 2006
FleetBoston Financial July 2001 - August 2003
Goldman Sachs June 2000 - May 2001
Education
Trinity College-Hartford 1996 — 2000
BA, Economics
Kingswood Oxford School 1992 — 1996
David Fingerman's FleetBoston Financial Experience 1995 - 2003
Job SVP, Technology & Operations at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
Santander Bank, N.A. December 2010 - July 2014
Sovereign Bank (Santander) April 2008 - December 2010
Bank of America 2005 - 2007
Bank of America 2003 - 2005
FleetBoston Financial 1995 - 2003
Fleet Financial Group 1994 - 1995
Citibank 1987 - 1994
Skills
Digital Marketing, Change Management, Online Marketing, Marketing Strategy, Business Planning, New Business Development, Internet, Channel Management, Channel Marketing, Channel Creation, B2B eCommerce, Product Development, Product Management, Product Marketing, User Interface Design, User Experience, P&L Management, Internet Banking, Retail Banking, Operations Management, Operational Excellence, Operational Planning, Quality Assurance, Email Marketing, SEO, Acquisition Marketing, Relationship Marketing, Marketing, Debit Cards, Segmentation, Strategic Planning, Multi-channel Marketing, Financial Services, Banking, Customer Acquisition, Management, Strategy
Education
London School of Economics and Political Science 1982 — 1985
B.Sc. (Economics)
The George Washington University - School of Business
MBA
Santander Bank, N.A. July 2014 - Present
Santander Bank, N.A. December 2010 - July 2014
Sovereign Bank (Santander) April 2008 - December 2010
Bank of America 2005 - 2007
Bank of America 2003 - 2005
FleetBoston Financial 1995 - 2003
Fleet Financial Group 1994 - 1995
Citibank 1987 - 1994
Skills
Digital Marketing, Change Management, Online Marketing, Marketing Strategy, Business Planning, New Business Development, Internet, Channel Management, Channel Marketing, Channel Creation, B2B eCommerce, Product Development, Product Management, Product Marketing, User Interface Design, User Experience, P&L Management, Internet Banking, Retail Banking, Operations Management, Operational Excellence, Operational Planning, Quality Assurance, Email Marketing, SEO, Acquisition Marketing, Relationship Marketing, Marketing, Debit Cards, Segmentation, Strategic Planning, Multi-channel Marketing, Financial Services, Banking, Customer Acquisition, Management, Strategy
Education
London School of Economics and Political Science 1982 — 1985
B.Sc. (Economics)
The George Washington University - School of Business
MBA
Scott A. Lessne's FleetBoston Financial Experience 1992 - 2004
Job Senior Counsel at Crowell & Moring LLP
Industry Legal Services
Experience
Crowell & Moring LLP November 2011 - Present
CapitalSource Bank June 2004 - October 2011
FleetBoston Financial 1992 - 2004
Levy & Droney 1986 - 1992
Skills
Corporate Governance, Due Diligence, Commercial Lending, Restructuring, Private Equity, Loans, Structured Finance, Asset Based Lending, Mergers & Acquisitions, Commercial Loan..., Securities Regulation, Bankruptcy, Litigation, Commercial Litigation, Finance, Corporate Law, Cross-border..., Securities, Project Finance, Joint Ventures, Intellectual Property, Licensing, Corporate Finance, Capital Markets
Education
Western New England University School of Law 1980 — 1983
JD, Law
Trinity College-Hartford 1976 — 1980
BA, Economics
Glastonbury High School 1972 — 1976
Crowell & Moring LLP November 2011 - Present
CapitalSource Bank June 2004 - October 2011
FleetBoston Financial 1992 - 2004
Levy & Droney 1986 - 1992
Skills
Corporate Governance, Due Diligence, Commercial Lending, Restructuring, Private Equity, Loans, Structured Finance, Asset Based Lending, Mergers & Acquisitions, Commercial Loan..., Securities Regulation, Bankruptcy, Litigation, Commercial Litigation, Finance, Corporate Law, Cross-border..., Securities, Project Finance, Joint Ventures, Intellectual Property, Licensing, Corporate Finance, Capital Markets
Education
Western New England University School of Law 1980 — 1983
JD, Law
Trinity College-Hartford 1976 — 1980
BA, Economics
Glastonbury High School 1972 — 1976
Peter Griswold's FleetBoston Financial Experience 1969 - 2004
Job Senior Vice President at Career Transition Advisors
Industry Management Consulting
Experience
MCG Partners November 2008 - Present
Career Transition Advisors November 2008 - Present
Bank of Boston 1969 - 2004
FleetBoston Financial 1969 - 2004
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, International Business
University of Pennsylvania 1965 — 1967
MA, International Relations
The College of Wooster 1961 — 1965
BA, History
MCG Partners November 2008 - Present
Career Transition Advisors November 2008 - Present
Bank of Boston 1969 - 2004
FleetBoston Financial 1969 - 2004
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, International Business
University of Pennsylvania 1965 — 1967
MA, International Relations
The College of Wooster 1961 — 1965
BA, History
Diane O'Connell's FleetBoston Financial Experience 2003 - 2004
Job Charitable Foundation at Bank of America
Industry Financial Services
Experience
Bank of America August 2003 - Present
Model 4 Performance 2010 - 2010
FleetBoston Financial 2003 - 2004
Creative Artists Agency 1998 - 2002
Massachusetts State Senate January 1994 - January 1997
Skills
Non-profits, Event Planning, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Budgets, Leadership, Program Development
Education
University of Massachusetts Boston 1990 — 1994
Bachelor, Liberal Arts
Bank of America August 2003 - Present
Model 4 Performance 2010 - 2010
FleetBoston Financial 2003 - 2004
Creative Artists Agency 1998 - 2002
Massachusetts State Senate January 1994 - January 1997
Skills
Non-profits, Event Planning, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Budgets, Leadership, Program Development
Education
University of Massachusetts Boston 1990 — 1994
Bachelor, Liberal Arts
Mary Daly's FleetBoston Financial Experience 2000 - 2004
Job Senior Vice President at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch April 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
BankBoston 1991 - 2000
Bank of Boston 1988 - 1996
Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership
Education
University of Rhode Island 1982 — 1986
BS, Marketing
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch April 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
BankBoston 1991 - 2000
Bank of Boston 1988 - 1996
Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership
Education
University of Rhode Island 1982 — 1986
BS, Marketing
Robert Arnish's FleetBoston Financial Experience 1987 - 2009
Job Senior Vice President Enterprise Services at Bank of America
Industry Banking
Experience
Bank of America January 2009 - Present
Bank of America April 1987 - Present
Bank of America April 1987 - Present
FleetBoston Financial 1987 - 2009
FleetBoston Financial 1987 - 2009
Skills
Banking, Vendor Management, Financial Risk, Commercial Banking, Financial Services, Credit, Risk Management, Relationship Management, Six Sigma, Insurance, Cross-functional Team..., Process Improvement, Strategic Planning, Strategy, Business Analysis, Portfolio Management, Operational Risk, Mergers & Acquisitions, Outsourcing, Project Portfolio..., Financial Analysis, Change Management, Business Process..., PMO, Analytics, CRM, Governance, Finance
Education
University at Albany, SUNY
BS, Economics
Bank of America January 2009 - Present
Bank of America April 1987 - Present
Bank of America April 1987 - Present
FleetBoston Financial 1987 - 2009
FleetBoston Financial 1987 - 2009
Skills
Banking, Vendor Management, Financial Risk, Commercial Banking, Financial Services, Credit, Risk Management, Relationship Management, Six Sigma, Insurance, Cross-functional Team..., Process Improvement, Strategic Planning, Strategy, Business Analysis, Portfolio Management, Operational Risk, Mergers & Acquisitions, Outsourcing, Project Portfolio..., Financial Analysis, Change Management, Business Process..., PMO, Analytics, CRM, Governance, Finance
Education
University at Albany, SUNY
BS, Economics
David Silk's FleetBoston Financial Experience 1990 - 2004
Job Director of US Funding and Global Liquidity Risk Management at State Street
Industry Financial Services
Experience
State Street 2005 - Present
FleetBoston Financial 1990 - 2004
Skills
Liquidity Risk, Funding, Treasury Management, Capital Markets, Fixed Income
Education
University of Massachusetts at Lowell
BS, Finance
State Street 2005 - Present
FleetBoston Financial 1990 - 2004
Skills
Liquidity Risk, Funding, Treasury Management, Capital Markets, Fixed Income
Education
University of Massachusetts at Lowell
BS, Finance
Kenneth Watt's FleetBoston Financial Experience December 2000 - January 2004
Job Investment Officer at Middlesex Financial Group
Industry Financial Services
Experience
Middlesex Financial Group March 2007 - Present
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Bank of America January 2004 - March 2007
FleetBoston Financial December 2000 - January 2004
Museum of Fine Arts, Boston May 1992 - March 1998
Westin Hotels and Resorts March 1988 - October 1991
Intercontinental Hotels 1986 - 1988
Skills
Risk Management, Mortgage Lending, AAMS-Accredited Asset..., Investments, Finance, Management, Banking, Portfolio Management, Securities, Retail Banking, Commercial Lending, Financial Analysis
Education
University of Massachusetts, Amherst 1982 — 1984
B.S., HRTA
Middlesex Financial Group March 2007 - Present
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Bank of America January 2004 - March 2007
FleetBoston Financial December 2000 - January 2004
Museum of Fine Arts, Boston May 1992 - March 1998
Westin Hotels and Resorts March 1988 - October 1991
Intercontinental Hotels 1986 - 1988
Skills
Risk Management, Mortgage Lending, AAMS-Accredited Asset..., Investments, Finance, Management, Banking, Portfolio Management, Securities, Retail Banking, Commercial Lending, Financial Analysis
Education
University of Massachusetts, Amherst 1982 — 1984
B.S., HRTA
Hila Sharon's FleetBoston Financial Experience April 1999 - January 2000
Job Accountant at Galaxy Asset Management
Industry Investment Management
Experience
Galaxy Asset Management January 2010 - Present
West Asset Management May 2004 - December 2009
TradeStation Securities December 2004 - May 2006
Prudential Financial October 2001 - July 2004
Security First Network Bank February 2000 - August 2001
FleetBoston Financial April 1999 - January 2000
Skills
Accounting, Clearing Operation, Compensation analyst, Depository Operations, Personal Trust..., Foreign Currency, Microsoft Excel, Sunguard, Metavante, APAC, Latitude, SEI Trust 3000, Lotus Notes, Microsoft Word, Trust, Investments, Banking, Debt Management
Education
University of Massachusetts, Amherst 1990 — 1994
Criminology
Galaxy Asset Management January 2010 - Present
West Asset Management May 2004 - December 2009
TradeStation Securities December 2004 - May 2006
Prudential Financial October 2001 - July 2004
Security First Network Bank February 2000 - August 2001
FleetBoston Financial April 1999 - January 2000
Skills
Accounting, Clearing Operation, Compensation analyst, Depository Operations, Personal Trust..., Foreign Currency, Microsoft Excel, Sunguard, Metavante, APAC, Latitude, SEI Trust 3000, Lotus Notes, Microsoft Word, Trust, Investments, Banking, Debt Management
Education
University of Massachusetts, Amherst 1990 — 1994
Criminology
Payton Garbarino's FleetBoston Financial Experience June 2002 - August 2004
Job Program Manager
Industry International Affairs
Experience
U.S. Department of State April 2011 - Present
U.S. Department of State November 2007 - April 2011
NI² Center for Infrastructure Expertise June 2005 - July 2007
FleetBoston Financial June 2002 - August 2004
Skills
Business Operations, Production Planning, Security, Training, Fraud Detection, Management, Project Management, Project Planning, Waste Reduction, Cost Reduction..., Analysis
Education
University of New Haven 2004 — 2005
Master of Science (MS), National Security and Public Safety
University of Richmond 1998 — 2000
Bachelor of Arts (BA), Criminal Justice
U.S. Department of State April 2011 - Present
U.S. Department of State November 2007 - April 2011
NI² Center for Infrastructure Expertise June 2005 - July 2007
FleetBoston Financial June 2002 - August 2004
Skills
Business Operations, Production Planning, Security, Training, Fraud Detection, Management, Project Management, Project Planning, Waste Reduction, Cost Reduction..., Analysis
Education
University of New Haven 2004 — 2005
Master of Science (MS), National Security and Public Safety
University of Richmond 1998 — 2000
Bachelor of Arts (BA), Criminal Justice
George Loyola Jr's FleetBoston Financial Experience January 2001 - August 2003
Job Process Management Specialist at Prudential
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Prudential Financial October 2010 - January 2015
Textron Financial September 2006 - July 2010
ING June 2005 - May 2006
Bank of America August 2003 - April 2005
FleetBoston Financial January 2001 - August 2003
Skills
Leadership, Business Analysis, Financial Services, Process Improvement, Project Management, Investments, Banking, Analytical, Internal Controls, MS Excel Pivot Tables, Operational Excellence, Data Analysis, Forecasting, Creative Writing, MS Vlookups, Graphs, Bilingual Communications, Reporting & Analysis, MS Excel Formulas, Root Cause Analysis, Mathematics, Problem Solving, Ratios, Account Reconciliation, Data Research, Microsoft Office, Financial Reporting, Collateral Management, Insurance, Loans, IRAs, Business Modeling, Continuous Improvement, Finance, PIMS, Financial Statements
Education
University of Hartford 2015 — 2018
Master of Business Administration (MBA), Management/Marketing
University of Hartford 2001 — 2007
BSBA, Economics/Finance, 3.65
New England College of Finance 1997 — 2001
ASBA, Business Administration & Banking Studies, 3.66
Prudential Financial January 2015 - Present
Prudential Financial October 2010 - January 2015
Textron Financial September 2006 - July 2010
ING June 2005 - May 2006
Bank of America August 2003 - April 2005
FleetBoston Financial January 2001 - August 2003
Skills
Leadership, Business Analysis, Financial Services, Process Improvement, Project Management, Investments, Banking, Analytical, Internal Controls, MS Excel Pivot Tables, Operational Excellence, Data Analysis, Forecasting, Creative Writing, MS Vlookups, Graphs, Bilingual Communications, Reporting & Analysis, MS Excel Formulas, Root Cause Analysis, Mathematics, Problem Solving, Ratios, Account Reconciliation, Data Research, Microsoft Office, Financial Reporting, Collateral Management, Insurance, Loans, IRAs, Business Modeling, Continuous Improvement, Finance, PIMS, Financial Statements
Education
University of Hartford 2015 — 2018
Master of Business Administration (MBA), Management/Marketing
University of Hartford 2001 — 2007
BSBA, Economics/Finance, 3.65
New England College of Finance 1997 — 2001
ASBA, Business Administration & Banking Studies, 3.66
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation