FleetBoston Financial Group
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FleetBoston Financial Group Employees
Employee
Years
Job
Industry
Brenda Pacheco Brenda Pacheco's FleetBoston Financial Group Experience April 2003 - June 2005
Job HRIS Operations Administrator at Rhode Island School of Design
Industry Higher Education
Experience
Rhode Island School of Design October 2010 - Present
Benefit Concepts September 2007 - May 2008
Bank of America (formerly FleetBoston) June 2005 - February 2007
FleetBoston Financial Group April 2003 - June 2005
Skills
Benefits Administration, HRIS, Employee Benefits, Employee Relations, PeopleSoft, Project Management, Database Administration, Microsoft Office, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Windows 7, Datatel/Ellucian, Highly detail oriented, Data Analysis, Team-oriented, Problem Solving, Windows Vista, Leadership, Payroll, Process Improvement, Analysis, Management, Personnel Management, Time Management, Databases, Recruiting, Organizational..., Administration, Training, Leadership Development, Software Documentation, Policy, Staff Development, Employee Training
Education
Rhode Island College
Liberal Arts and Sciences, General Studies and Humanities
Rhode Island School of Design October 2010 - Present
Benefit Concepts September 2007 - May 2008
Bank of America (formerly FleetBoston) June 2005 - February 2007
FleetBoston Financial Group April 2003 - June 2005
Skills
Benefits Administration, HRIS, Employee Benefits, Employee Relations, PeopleSoft, Project Management, Database Administration, Microsoft Office, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Windows 7, Datatel/Ellucian, Highly detail oriented, Data Analysis, Team-oriented, Problem Solving, Windows Vista, Leadership, Payroll, Process Improvement, Analysis, Management, Personnel Management, Time Management, Databases, Recruiting, Organizational..., Administration, Training, Leadership Development, Software Documentation, Policy, Staff Development, Employee Training
Education
Rhode Island College
Liberal Arts and Sciences, General Studies and Humanities
Chuck Rice Chuck Rice's FleetBoston Financial Group Experience 1998 - 2003
Job HR Analytics | HR Operations | HR Technology
Industry Human Resources
Experience
Huron Consulting Group October 2014 - Present
WellOne Primary Medical and Dental 2002 - October 2014
Royal Bank of Scotland, Citizens January 2013 - April 2014
Royal Bank of Scotland, Citizens November 2007 - December 2012
Royal Bank of Scotland, Citizens July 2006 - November 2007
Royal Bank of Scotland, Citizens April 2005 - July 2006
Royal Bank of Scotland, Citizens January 2004 - March 2005
FleetBoston Financial Group 1998 - 2003
State of Wyoming, Department of Employment 1997 - 1998
State of Wyoming, Department of Employment 1992 - 1997
Skills
Leadership, Reporting & Analysis, Management, Coaching, Internal Controls, Program Management, Process Improvement, Strategic Planning, Performance Management, Mergers & Acquisitions, Financial Risk, Retail Banking, Finance, Relationship Management, Payroll, Vendor Management, PeopleSoft, Business Analysis, Human Resources, Forecasting, Risk Management, Security, Strategy, Change Management, Talent Management, Banking, Organizational..., Project Management, Succession Planning, Financial Analysis, Financial Services, Team Building, SDLC, Business Process..., Analysis, Employee Benefits, Management Consulting, Employee Engagement, Training, Policy, Talent Acquisition, Personnel Management, HRIS
Education
The University of South Dakota 1975 — 1980
Huron Consulting Group October 2014 - Present
WellOne Primary Medical and Dental 2002 - October 2014
Royal Bank of Scotland, Citizens January 2013 - April 2014
Royal Bank of Scotland, Citizens November 2007 - December 2012
Royal Bank of Scotland, Citizens July 2006 - November 2007
Royal Bank of Scotland, Citizens April 2005 - July 2006
Royal Bank of Scotland, Citizens January 2004 - March 2005
FleetBoston Financial Group 1998 - 2003
State of Wyoming, Department of Employment 1997 - 1998
State of Wyoming, Department of Employment 1992 - 1997
Skills
Leadership, Reporting & Analysis, Management, Coaching, Internal Controls, Program Management, Process Improvement, Strategic Planning, Performance Management, Mergers & Acquisitions, Financial Risk, Retail Banking, Finance, Relationship Management, Payroll, Vendor Management, PeopleSoft, Business Analysis, Human Resources, Forecasting, Risk Management, Security, Strategy, Change Management, Talent Management, Banking, Organizational..., Project Management, Succession Planning, Financial Analysis, Financial Services, Team Building, SDLC, Business Process..., Analysis, Employee Benefits, Management Consulting, Employee Engagement, Training, Policy, Talent Acquisition, Personnel Management, HRIS
Education
The University of South Dakota 1975 — 1980
Ed Glenning Ed Glenning's FleetBoston Financial Group Experience January 2002 - April 2004
Job Chief Technology Officer at CAP COM Federal Credit Union
Industry Banking
Experience
Cap Com Federal Credit Union January 2014 - Present
CAP COM Federal Credit Union November 2013 - January 2014
Bank of America April 2011 - August 2013
Bank of America April 2011 - August 2013
Bank of America January 2005 - April 2011
Bank of America April 2004 - January 2005
Fleetboston Financial Group January 2002 - April 2004
Fleet Bank January 2000 - January 2002
Fleet Bank January 1999 - January 2000
Fleet Bank April 1998 - January 1999
Skills
Project Management, Vendor Management, Strategic Leadership, Technical Leadership, Communication Skills, Product Development, Staff Development, Cost Management, Large Budget Management, IT Operations Management, IT Infrastructure..., Computer Network..., Data Center..., Team Mentoring, IT Operations, Team Leadership, Team Building, Leadership, Six Sigma, Infrastructure, Project Portfolio..., Strategy, IT Management, IT Strategy, Risk Management, Disaster Recovery, Management, SDLC, Banking, Enterprise Software, Business Continuity, Integration, Enterprise Architecture, Data Center, Information Technology, Business Analysis, Governance, IT Service Management, ITIL, Outsourcing, PMP, Architectures, Cloud Computing, Business Process, Program Management, Operations Management, Process Improvement
Education
The Sage Colleges - Russell Sage College 1996 — 2001
Bachelor of Science (BS), Computer and Information Sciences, General, Summa Cum Laude
Junior College of Albany 1982 — 1985
Associate of Science (AS), Computer Science
LaSalle Institute
St Teresa of Avila
Cap Com Federal Credit Union January 2014 - Present
CAP COM Federal Credit Union November 2013 - January 2014
Bank of America April 2011 - August 2013
Bank of America April 2011 - August 2013
Bank of America January 2005 - April 2011
Bank of America April 2004 - January 2005
Fleetboston Financial Group January 2002 - April 2004
Fleet Bank January 2000 - January 2002
Fleet Bank January 1999 - January 2000
Fleet Bank April 1998 - January 1999
Skills
Project Management, Vendor Management, Strategic Leadership, Technical Leadership, Communication Skills, Product Development, Staff Development, Cost Management, Large Budget Management, IT Operations Management, IT Infrastructure..., Computer Network..., Data Center..., Team Mentoring, IT Operations, Team Leadership, Team Building, Leadership, Six Sigma, Infrastructure, Project Portfolio..., Strategy, IT Management, IT Strategy, Risk Management, Disaster Recovery, Management, SDLC, Banking, Enterprise Software, Business Continuity, Integration, Enterprise Architecture, Data Center, Information Technology, Business Analysis, Governance, IT Service Management, ITIL, Outsourcing, PMP, Architectures, Cloud Computing, Business Process, Program Management, Operations Management, Process Improvement
Education
The Sage Colleges - Russell Sage College 1996 — 2001
Bachelor of Science (BS), Computer and Information Sciences, General, Summa Cum Laude
Junior College of Albany 1982 — 1985
Associate of Science (AS), Computer Science
LaSalle Institute
St Teresa of Avila
John P. Lane John P. Lane's FleetBoston Financial Group Experience January 1999 - June 2001
Job
Industry Research
Experience
Retired May 2010 - Present
American Student Assistance September 2004 - May 2010
Bacou-Dalloz March 2002 - May 2004
FleetBoston Financial Group January 1999 - June 2001
Fleet Mortgage Group January 1997 - December 1998
Fleet Financial Group April 1993 - December 1996
First NH Banks 1991 - 1993
Community Federal Savings & Loan 1990 - 1991
Federal Reserve Bank of St. Louis 1986 - 1990
Decision Sciences Corporation 1984 - 1986
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA
Boston College 1977 — 1981
BS
Rockland High School 1974 — 1977
Retired May 2010 - Present
American Student Assistance September 2004 - May 2010
Bacou-Dalloz March 2002 - May 2004
FleetBoston Financial Group January 1999 - June 2001
Fleet Mortgage Group January 1997 - December 1998
Fleet Financial Group April 1993 - December 1996
First NH Banks 1991 - 1993
Community Federal Savings & Loan 1990 - 1991
Federal Reserve Bank of St. Louis 1986 - 1990
Decision Sciences Corporation 1984 - 1986
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA
Boston College 1977 — 1981
BS
Rockland High School 1974 — 1977
Norman J. DeLuca Norman J. DeLuca's FleetBoston Financial Group Experience March 1989 - December 2004
Job Accelerating Innovation in Financial Technology
Industry Financial Services
Experience
Bottomline Technologies October 2011 - Present
Malauzai Software Inc April 2013 - Present
NMD Investments LLC January 2005 - Present
MineralTree, Inc. January 2011 - June 2014
Royal Bank of Scotland Group January 2007 - January 2010
RBS Worldpay January 2007 - January 2009
FleetBoston Financial Group March 1989 - December 2004
Bank of America 2003 - 2004
InterPay Payroll Services January 2001 - January 2003
Skills
Banking, Payments, Investments, Commercial Banking, Mergers, Financial Services, Cash Management, Strategic Planning, Finance, Mergers & Acquisitions, Strategy, Product Management, Treasury Management, Risk Management, Internet Banking, Management, Wealth Management, Capital Markets, Portfolio Management, CRM, Financial Risk, Trading, Commercial Lending, Executive Management, Leadership, Credit Cards, Entrepreneurship, New Business Development, Payment Card Processing, Relationship Management, Corporate Development, Investment Banking, Private Equity, Financial Institutions, Electronic Payments, Credit Risk, Credit, Loans, Retail Banking
Education
Providence College
Bottomline Technologies October 2011 - Present
Malauzai Software Inc April 2013 - Present
NMD Investments LLC January 2005 - Present
MineralTree, Inc. January 2011 - June 2014
Royal Bank of Scotland Group January 2007 - January 2010
RBS Worldpay January 2007 - January 2009
FleetBoston Financial Group March 1989 - December 2004
Bank of America 2003 - 2004
InterPay Payroll Services January 2001 - January 2003
Skills
Banking, Payments, Investments, Commercial Banking, Mergers, Financial Services, Cash Management, Strategic Planning, Finance, Mergers & Acquisitions, Strategy, Product Management, Treasury Management, Risk Management, Internet Banking, Management, Wealth Management, Capital Markets, Portfolio Management, CRM, Financial Risk, Trading, Commercial Lending, Executive Management, Leadership, Credit Cards, Entrepreneurship, New Business Development, Payment Card Processing, Relationship Management, Corporate Development, Investment Banking, Private Equity, Financial Institutions, Electronic Payments, Credit Risk, Credit, Loans, Retail Banking
Education
Providence College
David Kellogg David Kellogg's FleetBoston Financial Group Experience 1984 - 2000
Job President at Kellogg Associates, LLC
Industry Financial Services
Experience
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
Jane Smiley, C.P.A.'s FleetBoston Financial Group Experience January 1997 - June 2004
Job Financial Services Professional
Industry Financial Services
Experience
Planet Financial Group 2008 - 2009
FleetBoston Financial Group January 1997 - June 2004
Skills
System Administration, Accounting, Credit, Customer Service, PeopleSoft, Budgets, Microsoft Excel, Microsoft Office, Management, Financial Analysis, Financial Reporting, Payroll, Access, Finance, Banking, Account Reconciliation, Insurance, Managerial Finance, Financial Accounting, General Ledger, Team Leadership, Process Improvement
Education
Rhode Island College 2001 — 2003
Master's Degree, Accounting and Management
Rhode Island College 1992 — 1996
Bachelor's Degree, Business Administration and Management, Accounting Concentration
Planet Financial Group 2008 - 2009
FleetBoston Financial Group January 1997 - June 2004
Skills
System Administration, Accounting, Credit, Customer Service, PeopleSoft, Budgets, Microsoft Excel, Microsoft Office, Management, Financial Analysis, Financial Reporting, Payroll, Access, Finance, Banking, Account Reconciliation, Insurance, Managerial Finance, Financial Accounting, General Ledger, Team Leadership, Process Improvement
Education
Rhode Island College 2001 — 2003
Master's Degree, Accounting and Management
Rhode Island College 1992 — 1996
Bachelor's Degree, Business Administration and Management, Accounting Concentration
Barbara Reidy's FleetBoston Financial Group Experience 2000 - 2004
Job AML, OFAC, Consumer Protection, UDAAP Compliance & Risk Management Executive
Industry Banking
Experience
Independent Contractor December 2014 - Present
Bank of America April 2013 - July 2014
Bank of America January 2010 - April 2013
Bank of Amerca May 2008 - January 2010
Bank of America October 2004 - May 2008
FleetBoston Financial Group 2000 - 2004
Fleet Financial Group 1995 - 2000
Shawmut Bank 1982 - 1995
KPMG Peat Marwick August 1978 - December 1982
Skills
Risk Management, AML, Banking, Operational Risk, Financial Risk, OFAC, Bank Secrecy Act, Financial Services, KYC, Consumer Lending, Privacy Law, Mergers & Acquisitions, Regulations, Leadership, Retail Banking, Operational Risk..., Credit, Financial Institutions, Enterprise Risk..., Management, Auditing, Credit Cards, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Program Management, Commercial Banking, Portfolio Management, Fraud, Training, Commercial Lending, Small Business Lending, Governance, Consumer Compliance, Payments, UDAAP, USA PATRIOT Act, Fair Lending, CRA, Financial Regulation, Due Diligence, Executive Management, Process Improvement, Relationship Management, Finance, Financial Analysis, Vendor Management, Anti Money Laundering, Credit Analysis
Education
Bentley University 1974 — 1978
Bachelor of Science Accounting
Independent Contractor December 2014 - Present
Bank of America April 2013 - July 2014
Bank of America January 2010 - April 2013
Bank of Amerca May 2008 - January 2010
Bank of America October 2004 - May 2008
FleetBoston Financial Group 2000 - 2004
Fleet Financial Group 1995 - 2000
Shawmut Bank 1982 - 1995
KPMG Peat Marwick August 1978 - December 1982
Skills
Risk Management, AML, Banking, Operational Risk, Financial Risk, OFAC, Bank Secrecy Act, Financial Services, KYC, Consumer Lending, Privacy Law, Mergers & Acquisitions, Regulations, Leadership, Retail Banking, Operational Risk..., Credit, Financial Institutions, Enterprise Risk..., Management, Auditing, Credit Cards, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Program Management, Commercial Banking, Portfolio Management, Fraud, Training, Commercial Lending, Small Business Lending, Governance, Consumer Compliance, Payments, UDAAP, USA PATRIOT Act, Fair Lending, CRA, Financial Regulation, Due Diligence, Executive Management, Process Improvement, Relationship Management, Finance, Financial Analysis, Vendor Management, Anti Money Laundering, Credit Analysis
Education
Bentley University 1974 — 1978
Bachelor of Science Accounting
William McCool's FleetBoston Financial Group Experience 1989 - 2004
Job SVP Treasury at Citizens Bank
Industry Banking
Experience
Citizens Financial Group December 2006 - Present
RBS Citizens Bank 2006 - Present
Investors Bank & Trust December 2004 - February 2006
Fleet Bank August 1989 - December 2004
FleetBoston Financial Group 1989 - 2004
Signal Capital Corp. 1986 - 1989
Skills
Loans, Treasury Management, Mergers & Acquisitions, Treasury, Portfolio Management, Commercial Banking, Fixed Income, Finance, Credit Risk, Financial Risk, Banking, Credit, Credit Analysis, Commercial Lending, Management, Basel II, Cash Management, Structured Finance, Financial Services, Financial Analysis, Risk Management, Derivatives, Capital Markets, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1977 — 1981
BA, MBA, Economics, Finance
Marian High School 1973 — 1977
Citizens Financial Group December 2006 - Present
RBS Citizens Bank 2006 - Present
Investors Bank & Trust December 2004 - February 2006
Fleet Bank August 1989 - December 2004
FleetBoston Financial Group 1989 - 2004
Signal Capital Corp. 1986 - 1989
Skills
Loans, Treasury Management, Mergers & Acquisitions, Treasury, Portfolio Management, Commercial Banking, Fixed Income, Finance, Credit Risk, Financial Risk, Banking, Credit, Credit Analysis, Commercial Lending, Management, Basel II, Cash Management, Structured Finance, Financial Services, Financial Analysis, Risk Management, Derivatives, Capital Markets, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1977 — 1981
BA, MBA, Economics, Finance
Marian High School 1973 — 1977
Jane Post's FleetBoston Financial Group Experience 2001 - 2005
Job Executive Vice President
Industry Banking
Experience
Citizens Bank July 2007 - Present
CFG and RBS Americas 2007 - Present
Bank of America October 2004 - November 2006
FleetBoston Financial Group 2001 - 2005
Fleet Bank December 2000 - September 2004
BankBoston December 1996 - December 2000
BayBank July 1990 - December 1996
Education
Boston University 1978 — 1982
BA, English
Citizens Bank July 2007 - Present
CFG and RBS Americas 2007 - Present
Bank of America October 2004 - November 2006
FleetBoston Financial Group 2001 - 2005
Fleet Bank December 2000 - September 2004
BankBoston December 1996 - December 2000
BayBank July 1990 - December 1996
Education
Boston University 1978 — 1982
BA, English
Pamela Flynn, CPA & CGMA's FleetBoston Financial Group Experience 1994 - 2000
Job Controller
Industry Venture Capital & Private Equity
Experience
RBS Citizens Financial Group, Inc. July 2013 - Present
Providence Equity Partners June 2006 - December 2012
FleetBoston Financial (Bank of America) 2000 - 2006
FleetBoston Financial Group 1994 - 2000
Fleet Bank of Massachusetts 1991 - 1994
Bank of New England 1986 - 1991
Arthur Andersen & Co. 1982 - 1986
Skills
Auditing, CPA, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Venture Capital, Valuation, Corporate Finance, Mutual Funds, Banking, Investor Relations, Mergers & Acquisitions, Finance, Internal Controls, Accounting
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting, Summa Cum Laude - 3.89/4.00
RBS Citizens Financial Group, Inc. July 2013 - Present
Providence Equity Partners June 2006 - December 2012
FleetBoston Financial (Bank of America) 2000 - 2006
FleetBoston Financial Group 1994 - 2000
Fleet Bank of Massachusetts 1991 - 1994
Bank of New England 1986 - 1991
Arthur Andersen & Co. 1982 - 1986
Skills
Auditing, CPA, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Venture Capital, Valuation, Corporate Finance, Mutual Funds, Banking, Investor Relations, Mergers & Acquisitions, Finance, Internal Controls, Accounting
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting, Summa Cum Laude - 3.89/4.00
David Goldsholl's FleetBoston Financial Group Experience 1975 - 2006
Job President at DMG Consulting
Industry Banking
Experience
DMG Consulting March 2005 - Present
Bank of America 2003 - 2006
Fleet Bank 1975 - 2006
FleetBoston Financial Group 1975 - 2006
FleetBoston 1995 - 2004
Shawmut Bank 1975 - 1995
Skills
Commercial Banking, Coaching, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
DMG Consulting March 2005 - Present
Bank of America 2003 - 2006
Fleet Bank 1975 - 2006
FleetBoston Financial Group 1975 - 2006
FleetBoston 1995 - 2004
Shawmut Bank 1975 - 1995
Skills
Commercial Banking, Coaching, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
Sue Sheaffer's FleetBoston Financial Group Experience May 2000 - June 2001
Job Career Services
Industry Education Management
Experience
USC The Business College April 2010 - Present
Oneida-Herkimer September 2008 - Present
Defense Finance and Accounting Service (DFAS) February 2008 - September 2008
Defense Finance and Accounting Service (DFAS) August 2007 - February 2008
New Hartford Central School District October 2006 - June 2007
Thomas R. Proctor High School August 2006 - October 2006
The Bank of America June 2001 - July 2006
FleetBoston Financial Group May 2000 - June 2001
Fleet Financial Group May 1998 - May 2000
Fleet Financial Group August 1996 - May 1998
Education
SUNY Institute of Technology at Utica/Rome
MBA, Business
SUNY Institute of Technology at Utica/Rome
M.S, Business Management
SUNY Institute of Technology at Utica/Rome
B.S, Business/Public Management
Mohawk Valley Community College
A.S, Business Administration
Utica College
M.B.A, Business Management
USC The Business College April 2010 - Present
Oneida-Herkimer September 2008 - Present
Defense Finance and Accounting Service (DFAS) February 2008 - September 2008
Defense Finance and Accounting Service (DFAS) August 2007 - February 2008
New Hartford Central School District October 2006 - June 2007
Thomas R. Proctor High School August 2006 - October 2006
The Bank of America June 2001 - July 2006
FleetBoston Financial Group May 2000 - June 2001
Fleet Financial Group May 1998 - May 2000
Fleet Financial Group August 1996 - May 1998
Education
SUNY Institute of Technology at Utica/Rome
MBA, Business
SUNY Institute of Technology at Utica/Rome
M.S, Business Management
SUNY Institute of Technology at Utica/Rome
B.S, Business/Public Management
Mohawk Valley Community College
A.S, Business Administration
Utica College
M.B.A, Business Management
Glenn Thoene's FleetBoston Financial Group Experience 1992 - 2004
Job at Liberty International Underwriters
Industry Insurance
Experience
Liberty International Underwriters February 2010 - Present
Bank of America May 1992 - February 2009
FleetBoston Financial Group 1992 - 2004
RECOLL Managment 1992 - 1995
Johnson Gillette Real Estate June 1985 - May 1992
Cardi Corporation April 1979 - June 1985
Skills
Change Management, Process Improvement, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Business Process..., Program Management, Project Management, Six Sigma, SDLC, Business Intelligence, Requirements Analysis, Project Planning, Integration, Management, Outsourcing, Contract Negotiation, Business Process, Project Portfolio..., PMO, IT Strategy, Requirements Gathering, Visio, PMP
Education
Roger Williams University 1975 — 1978
BA Civil Engineering / AS Architecture, Civil Engineering / Architecture
Liberty International Underwriters February 2010 - Present
Bank of America May 1992 - February 2009
FleetBoston Financial Group 1992 - 2004
RECOLL Managment 1992 - 1995
Johnson Gillette Real Estate June 1985 - May 1992
Cardi Corporation April 1979 - June 1985
Skills
Change Management, Process Improvement, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Business Process..., Program Management, Project Management, Six Sigma, SDLC, Business Intelligence, Requirements Analysis, Project Planning, Integration, Management, Outsourcing, Contract Negotiation, Business Process, Project Portfolio..., PMO, IT Strategy, Requirements Gathering, Visio, PMP
Education
Roger Williams University 1975 — 1978
BA Civil Engineering / AS Architecture, Civil Engineering / Architecture
Hilary Neu's FleetBoston Financial Group Experience May 1988 - April 2003
Job Development Consultant
Industry Financial Services
Experience
Citizens Bank October 2012 - Present
Citizens Bank July 2011 - October 2012
RBS Citizens Financial Group October 2009 - July 2011
Strategic Sales Group, Inc. September 2005 - October 2009
FleetBoston Financial Group May 1988 - April 2003
Skills
Leadership, Training, Performance Management, Coaching, Relationship Management, Organizational..., Collaboration, Talent Planning, Change Management, Business Strategy, Mentoring, Management, Strategic Partnerships, Banking, Credit, Finance, Strategic Planning, Strategy, Commercial Banking
Education
Fielding Graduate University 2013 — 2017
Master's Degree, Organizational Development and Leadership
Northwestern University 1983 — 1987
BA, French
Citizens Bank October 2012 - Present
Citizens Bank July 2011 - October 2012
RBS Citizens Financial Group October 2009 - July 2011
Strategic Sales Group, Inc. September 2005 - October 2009
FleetBoston Financial Group May 1988 - April 2003
Skills
Leadership, Training, Performance Management, Coaching, Relationship Management, Organizational..., Collaboration, Talent Planning, Change Management, Business Strategy, Mentoring, Management, Strategic Partnerships, Banking, Credit, Finance, Strategic Planning, Strategy, Commercial Banking
Education
Fielding Graduate University 2013 — 2017
Master's Degree, Organizational Development and Leadership
Northwestern University 1983 — 1987
BA, French
Larry Lassiter's FleetBoston Financial Group Experience May 1996 - January 2000
Job Director, Professional Development at WorkPlace Dynamics, Inc.
Industry Professional Training & Coaching
Experience
WorkPlace Dynamics, Inc. VP, Talent DevelopmentRockland Trust CompanyDecember 2003 - January 2006
FleetBoston Financial Group May 1996 - January 2000
Education
Hampton University 1967 — 1971
BS, Education
WorkPlace Dynamics, Inc. VP, Talent DevelopmentRockland Trust CompanyDecember 2003 - January 2006
FleetBoston Financial Group May 1996 - January 2000
Education
Hampton University 1967 — 1971
BS, Education
Joe Lux's FleetBoston Financial Group Experience 1999 - 2005
Job Loan Team Manager Commercial Banking
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Royal Bank of Scotland February 2009 - June 2012
RBS plc 2005 - June 2012
RBS Markets and Int'l Banking 2005 - June 2012
RBS Securities May 2004 - March 2005
FleetBoston Financial Group 1999 - 2005
Fleet Bank June 1995 - April 2004
Skills
Financial Institutions, Banking, Risk Management, Asset Managment, Finance, Economics, Fixed Income, Capital Markets, Credit Risk, Credit Analysis, Financial Modeling, Commercial Lending, Financial Risk, Portfolio Management, Investment Banking, Financial Structuring, Derivatives, Asset Management, Structured Finance, Credit, Structured Products
Education
UConn - MBA 1981 — 1983
Master of Business Administration (MBA), Finance, General
Dartmouth College 1975 — 1979
BA, Economics, Environmental Studies
Wells Fargo June 2012 - Present
Royal Bank of Scotland February 2009 - June 2012
RBS plc 2005 - June 2012
RBS Markets and Int'l Banking 2005 - June 2012
RBS Securities May 2004 - March 2005
FleetBoston Financial Group 1999 - 2005
Fleet Bank June 1995 - April 2004
Skills
Financial Institutions, Banking, Risk Management, Asset Managment, Finance, Economics, Fixed Income, Capital Markets, Credit Risk, Credit Analysis, Financial Modeling, Commercial Lending, Financial Risk, Portfolio Management, Investment Banking, Financial Structuring, Derivatives, Asset Management, Structured Finance, Credit, Structured Products
Education
UConn - MBA 1981 — 1983
Master of Business Administration (MBA), Finance, General
Dartmouth College 1975 — 1979
BA, Economics, Environmental Studies