medford bank
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medford bank Employees
Everett Public School November 2010 - Present
Everett Public Schools November 2010 - Present
Tri-City Family Housing April 2002 - November 2004
medford bank June 1999 - July 2001
Skills
Excellent customer...
Education
UMass Boston 2009 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
Massachusetts Money Management Program October 2010 - Present
Cambridge Savings Bank August 2008 - October 2010
Medford Bank June 1990 - January 2003
Home Owners FSL 1982 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Publisher, Microsoft Word, PowerPoint, Operational Streamlining, Financial Policies &..., Procedure Creation, Team Management, Time Management, Telephone Skills, Budgets, Administration
Education
Salem State College 1990 — 1995
Bachelor's degree, Business Administration
Salem State University 1990 — 1995
Bachelor's Degree
Fresenius Medical Care 2014 - Present
Vantage Deluxe World Travel 2012 - 2014
Stop & Shop 2004 - 2010
Talbots 2001 - 2004
North American Mortgage Company 1997 - 1998
Medford Bank 1996 - 1997
Skills
Budgets, Analysis, Management, Leadership, Accounting, Project Management, Forecasting, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Microsoft Excel, Access, Process Improvement, Inventory Management, Strategic Planning, Business Analysis, Team Building, Microsoft Office, PowerPoint, Business Planning, Business Strategy, Project Planning, Income Statement, Pricing, Team Management, Monthly Close, Capital Budgeting, Budget, Retail, General Ledger, Account Reconciliation, Time Management, Accounts Payable, Training, Business Process, Strategy, ERP, Sales, Sarbanes-Oxley Act, Competitive Analysis, Analytics, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2000 — 2001
MSF, Finance
Bentley University 1991 — 1995
BS, Finance
Enterprise Bank (Enterprise Bancorp) October 2007 - Present
Eagle Bank March 2004 - September 2007
Abington Savings Bank June 2003 - March 2004
Medford Bank June 1989 - January 2003
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
Masters, Finance
Pace University 1984 — 1988
BBA, Accounting
Wellington Management 2007 - Present
Bank of America 2004 - 2007
FleetBoston Financial (Bank of America) 1999 - 2004
BankBoston 1994 - 1999
Medford Bank 1988 - 1994
Education
Bentley University 1984 — 1988
BS, Accounting
Bank of America Home Loans August 2008 - Present
Wells Fargo September 2001 - August 2008
Medford Bank January 1995 - September 2001
Education
Babson College 1978 — 1981
MBA, Finance
Northeastern University 1971 — 1976
BSBA, Finance
Symmes Maini & McKee Associates February 2003 - Present
SMMA 2003 - Present
Samaritans, Inc. 1988 - Present
Medford Bank August 1995 - February 2003
Skills
Microsoft Office, Onboarding, Change Management, Employee Benefits, Recruiting, Employee Relations, Strategic Planning, Adobe Creative Suite, Performance Management, Program Management, Marketing, Training, Project Management, Human Resources, Management, Organizational..., Leadership, Deferred Compensation, Policy, Personnel Management, FMLA, HRIS, Talent Management, Benefits Administration, Succession Planning, Talent Acquisition, Interviews, Applicant Tracking..., Career Development, College Recruiting, HR Policies
Education
Simmons College 1978 — 1982
Bachelor of Science (BS), Management
Fidelity Investments September 2015 - Present
Fidelity Investments March 2010 - September 2015
Fidelity Investments October 2005 - February 2009
Strata Bank October 2003 - October 2005
Domestic Bank August 2002 - June 2003
Medford Bank 1999 - 2002
Skills
Marketing Communications, Advertising, Marketing, Graphic Design, Project Management, Business Development, Blogging, Photography, Team Building, Editing, Research, Microsoft Excel, Process Improvement, Time Management, Direct Mail, Email Marketing, Direct Marketing, Teamwork, Marketing Strategy, Corporate Identity, Newsletters, Adobe Creative Suite, Strategic Planning
Education
Northeastern University 1991 — 1996
B.S., Communications
Massachusetts Growth Capital Corporation (MCGG) June 2004 - Present
New England Consulting Partners, LLC January 2002 - June 2004
Medford Bank June 1996 - December 2002
Shawmut Bank 1986 - 1995
Skills
Finance, Loans, Restructuring, Management, Strategy, Banking, Asset Based Lending, Strategic Planning, Real Estate, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Portfolio Management, Credit, Investments, Loan Origination, Small Business Lending, Commercial Banking, Commercial Mortgages, Financial Analysis, Due Diligence, Credit Risk
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
The Savings Bank Life Insurance Company of MA February 2003 - December 2005
North Shore Bank, Peabody, MA January 2003 - October 2005
Medford Bank 1998 - 2003
Northeast Retirement Services September 1989 - September 1998
Education
Newbury College
Associate, Associate of Arts, Paralegal Studies
Atlantic Stewardship Bank April 2014 - Present
Atlantic Stewardship Bank September 2011 - Present
BNY Mellon December 2005 - April 2010
Citizens Bank February 2003 - August 2005
Medford Bank May 1986 - February 2003
Skills
Banking, Bank Secrecy Act, AML, OFAC, USA PATRIOT Act, CIP, KYC, Compliance, Risk Management, Retail Banking, Private Banking, Branch Administration, Branch Management, Customer Service, Anti Money Laundering
Education
Suffolk University
B.A, Economics
National Grand Bank of Marblehead August 2012 - Present
Stoneham Savings Bank January 2003 - February 2012
RMA 2008 - 2011
Medford Bank September 1994 - December 2002
Skills
Credit, Experienced in credit..., portfolio management..., Loans, Management, Banking, Commercial Lending, Credit Risk, Lines Of Credit, Risk Management, Credit Analysis, Small Business Lending, Portfolio Management, Commercial Mortgages, Consumer Lending, Retail Banking, Mortgage Lending
Education
National Graduate School of Banking 2008 — 2010
Banking
Massachusetts School for Financial Studies
Banking
Northeastern University
BSBA, Finance
RBS Markets & International Banking March 2005 - Present
Citizens Bank March 2005 - Present
Citizens Bank March 2005 - Present
Operations Associate August 2001 - December 2002
Medford Bank March 1996 - June 2001
Education
Salem State University 1994 — 1995
none, Early Childhood Education and Teaching
Malden High School 1990 — 1994