Needham Bank
Description
Founded: 1892 Subsidiary: The Needham Bank, Asset Management Arm
Needham Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Needham Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Needham Bank Salaries. You can even request information on how much does Needham Bank pay if you want to. Learn about salaries, pros and cons of working for Needham Bank directly from the past employees.
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73 Needham Bank employees in database. Find out everything there's to know about Needham Bank 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.
Needham Bank Employees
Employee
Years
Job
Industry
Robert Orlando Robert Orlando's Needham Bank Experience September 2011 - March 2012
Job Senior Mortgage Originator at MountainOne Bank
Industry Banking
Experience
MountainOne Bank November 2014 - Present
Bridgewater Savings Bank April 2012 - November 2014
Needham Bank September 2011 - March 2012
MountainOne Bank January 2010 - September 2011
Universal Mortgage Corporation 2006 - 2009
Rockland Trust Company 2004 - 2006
Old Colony Mortgage Corporation ( subsidiary of Abington Savings Bank) 2001 - 2004
South Shore Cooperative Bank (currently S Bank) 1995 - 2001
Commonwealth Mortgage 1988 - 1993
Skills
Mortgage Lending, Loans, Sales Management, Business Planning, Banking, Sales, Credit Analysis, Consumer Lending, Real Estate, Finance, Credit, Loan Origination, Commercial Mortgages, Customer Service, Residential Mortgages, Refinance, Commercial Lending, Mortgage Banking, VA loans, Retail, Risk Management, Small Business Lending, FHA, Construction Loans, Financial Analysis, USDA, FHA financing, Mortgage Underwriting, Underwriting, Credit Risk, Retail Banking, FHA Financing, VA Loans
Education
University of Massachusetts Dartmouth 1977 — 1981
BS, Business Finance
MountainOne Bank November 2014 - Present
Bridgewater Savings Bank April 2012 - November 2014
Needham Bank September 2011 - March 2012
MountainOne Bank January 2010 - September 2011
Universal Mortgage Corporation 2006 - 2009
Rockland Trust Company 2004 - 2006
Old Colony Mortgage Corporation ( subsidiary of Abington Savings Bank) 2001 - 2004
South Shore Cooperative Bank (currently S Bank) 1995 - 2001
Commonwealth Mortgage 1988 - 1993
Skills
Mortgage Lending, Loans, Sales Management, Business Planning, Banking, Sales, Credit Analysis, Consumer Lending, Real Estate, Finance, Credit, Loan Origination, Commercial Mortgages, Customer Service, Residential Mortgages, Refinance, Commercial Lending, Mortgage Banking, VA loans, Retail, Risk Management, Small Business Lending, FHA, Construction Loans, Financial Analysis, USDA, FHA financing, Mortgage Underwriting, Underwriting, Credit Risk, Retail Banking, FHA Financing, VA Loans
Education
University of Massachusetts Dartmouth 1977 — 1981
BS, Business Finance
James ONeil James ONeil's Needham Bank Experience June 1999 - September 2001
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman November 2006 - June 2012
Solar Seal Company January 2005 - July 2006
Babson College Radio February 2000 - December 2004
Funway Cafe / Christina's August 2002 - November 2003
Needham Bank June 1999 - September 2001
Skills
Customer Service, Project Management, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Photography, Photoshop, Training, Homebrewing, Visio, Eagle STAR, Baking, Microsoft Visual Basic..., Lotus Notes, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Eagle PACE, Teaching, Omgeo Alert, Omgeo CTM
Education
Babson College
Bachelor of Science (BS), Business Administration and Management, General
Westwood High School
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman November 2006 - June 2012
Solar Seal Company January 2005 - July 2006
Babson College Radio February 2000 - December 2004
Funway Cafe / Christina's August 2002 - November 2003
Needham Bank June 1999 - September 2001
Skills
Customer Service, Project Management, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Photography, Photoshop, Training, Homebrewing, Visio, Eagle STAR, Baking, Microsoft Visual Basic..., Lotus Notes, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Eagle PACE, Teaching, Omgeo Alert, Omgeo CTM
Education
Babson College
Bachelor of Science (BS), Business Administration and Management, General
Westwood High School
Julie Flanagan White Julie Flanagan White's Needham Bank Experience May 2013 - Present
Job Asst. Vice President, Business Development
Industry Banking
Experience
Needham Bank May 2013 - Present
Standard Register Company October 2010 - May 2012
LVI(formerly LaVigne) August 2007 - March 2009
Standard Register December 2004 - August 2007
Standard Register Company 1998 - 2004
Standard Register July 1998 - November 2001
AliMed 1995 - 1998
Skills
Print Management, New Business Development, CRM, Strategy, Selling, Management, Sales Management, Sales, Leadership, Marketing Strategy, Marketing, Training, Business Strategy, Forecasting, Solution Selling, Account Management, Sales Process, Salesforce.com, Digital Printing, Variable Data Printing, Direct Sales, B2B, Sales Presentations, Cold Calling, Business Development, Sales Operations
Education
Regis College 1990 — 1994
B.S., Biology
Needham Bank May 2013 - Present
Standard Register Company October 2010 - May 2012
LVI(formerly LaVigne) August 2007 - March 2009
Standard Register December 2004 - August 2007
Standard Register Company 1998 - 2004
Standard Register July 1998 - November 2001
AliMed 1995 - 1998
Skills
Print Management, New Business Development, CRM, Strategy, Selling, Management, Sales Management, Sales, Leadership, Marketing Strategy, Marketing, Training, Business Strategy, Forecasting, Solution Selling, Account Management, Sales Process, Salesforce.com, Digital Printing, Variable Data Printing, Direct Sales, B2B, Sales Presentations, Cold Calling, Business Development, Sales Operations
Education
Regis College 1990 — 1994
B.S., Biology
Katherine O'Malley's Needham Bank Experience April 2015 - Present
Job Teller at Needham Bank
Industry
Experience
Needham Bank April 2015 - Present
Roche Bros. Supermarkets August 2009 - Present
Boston College Center for Corporate Citizenship September 2013 - August 2014
Boston College Robsham Theater January 2013 - May 2013
Skills
Cashiering, PowerPoint, Retail, Microsoft Word, Facebook, Microsoft Excel, Time Management, Microsoft Office, Retail Sales, Telephone Skills, Data Entry, Customer Service, Leadership
Education
Boston College 2012 — 2016
Nursing Science
Mount Alvernia High School 2006 — 2012
High School Diploma
Needham Bank April 2015 - Present
Roche Bros. Supermarkets August 2009 - Present
Boston College Center for Corporate Citizenship September 2013 - August 2014
Boston College Robsham Theater January 2013 - May 2013
Skills
Cashiering, PowerPoint, Retail, Microsoft Word, Facebook, Microsoft Excel, Time Management, Microsoft Office, Retail Sales, Telephone Skills, Data Entry, Customer Service, Leadership
Education
Boston College 2012 — 2016
Nursing Science
Mount Alvernia High School 2006 — 2012
High School Diploma
Michelle Totino Michelle Totino's Needham Bank Experience June 2012 - April 2013
Job Associate Testing Coordinator, Partners eCare at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare July 2013 - Present
Needham Bank June 2012 - April 2013
WEGO Health June 2012 - August 2012
Newton Country Day School August 2010 - November 2011
WCVB-TV Channel 5 May 2011 - August 2011
Powderhouse Productions May 2010 - August 2010
Callanan & Klein Communications May 2010 - August 2010
Skills
Microsoft Office, Microsoft Team..., SharePoint, Epic Systems, Team Building, Healthcare, Social Media, Writing, Event Planning, Customer Service, Public Relations, Digital Marketing, Marketing Strategy, Social Media Marketing, Media Relations, Sports, Video Production, Emergency Medicine
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communication
Maynooth University 2012 — 2012
Partners HealthCare July 2013 - Present
Needham Bank June 2012 - April 2013
WEGO Health June 2012 - August 2012
Newton Country Day School August 2010 - November 2011
WCVB-TV Channel 5 May 2011 - August 2011
Powderhouse Productions May 2010 - August 2010
Callanan & Klein Communications May 2010 - August 2010
Skills
Microsoft Office, Microsoft Team..., SharePoint, Epic Systems, Team Building, Healthcare, Social Media, Writing, Event Planning, Customer Service, Public Relations, Digital Marketing, Marketing Strategy, Social Media Marketing, Media Relations, Sports, Video Production, Emergency Medicine
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communication
Maynooth University 2012 — 2012
Jeffrey D. Stewart Jeffrey D. Stewart's Needham Bank Experience November 2011 - Present
Job AVP, Branch Manager at Needham Bank
Industry Banking
Experience
Needham Bank November 2011 - Present
Needham Community Council March 2013 - Present
Citizens Bank June 2006 - November 2011
TD (Formerly Banknorth, N.A) 2002 - 2006
Skills
Mortgage Banking, Banking, Loan Origination, Management, Loans, Training, Relationship Management, Financial Services, Business Development, Retail Banking, Hiring, Branch Banking, Commercial Lending, Commercial Banking, Mortgage Lending, Sales, Underwriting, Customer Service, Consumer Lending, Small Business Lending, Human Resources, Coaching, Portfolio Management, Credit, Credit Analysis, Bank Secrecy Act, Lines Of Credit, Cross Selling, Deposits, Cash Management
Education
Suffolk University - Sawyer Business School 2000 — 2004
Bachelor of Science, Business Administration
New England School of Financial Studies 2013 — 2014
Needham Bank November 2011 - Present
Needham Community Council March 2013 - Present
Citizens Bank June 2006 - November 2011
TD (Formerly Banknorth, N.A) 2002 - 2006
Skills
Mortgage Banking, Banking, Loan Origination, Management, Loans, Training, Relationship Management, Financial Services, Business Development, Retail Banking, Hiring, Branch Banking, Commercial Lending, Commercial Banking, Mortgage Lending, Sales, Underwriting, Customer Service, Consumer Lending, Small Business Lending, Human Resources, Coaching, Portfolio Management, Credit, Credit Analysis, Bank Secrecy Act, Lines Of Credit, Cross Selling, Deposits, Cash Management
Education
Suffolk University - Sawyer Business School 2000 — 2004
Bachelor of Science, Business Administration
New England School of Financial Studies 2013 — 2014
Rachael Christoulis Rachael Christoulis's Needham Bank Experience April 2014 - Present
Job Owner, "Rachael's Royal Crafts"
Industry Arts and Crafts
Experience
Needham Bank April 2014 - Present
Plexus Management Group December 2011 - November 2013
Boston MFM November 2009 - December 2011
Dedham Health & Athletic Complex September 2005 - December 2008
Skills
Process Scheduler, Telephone Skills, Administrative..., Filing, Microsoft Office, Customer Service, PowerPoint, Event Planning, Graphic Design, Data Entry, Office Management, Adobe Acrobat, Outlook, Office Administration, Spreadsheets, Fax, Employee Relations, Human Resources, Event Management
Education
Salve Regina University 2000 — 2004
Bachelor of Arts (B.A.), Graphic Design
Needham Bank April 2014 - Present
Plexus Management Group December 2011 - November 2013
Boston MFM November 2009 - December 2011
Dedham Health & Athletic Complex September 2005 - December 2008
Skills
Process Scheduler, Telephone Skills, Administrative..., Filing, Microsoft Office, Customer Service, PowerPoint, Event Planning, Graphic Design, Data Entry, Office Management, Adobe Acrobat, Outlook, Office Administration, Spreadsheets, Fax, Employee Relations, Human Resources, Event Management
Education
Salve Regina University 2000 — 2004
Bachelor of Arts (B.A.), Graphic Design
Sean Leary Sean Leary's Needham Bank Experience April 2014 - Present
Job Learning & Development
Industry Banking
Experience
Needham Bank April 2014 - Present
Needham Bank May 2013 - June 2014
Needham Bank April 2012 - May 2013
Shaw's Supermarkets September 2005 - May 2012
Skills
Bookkeeping, Microsoft Office, Time Management, Microsoft Excel, Sales, Organizational Structure, Management, Cashiering, Customer Service, Customer Satisfaction, Microsoft Word, PowerPoint, Banking, Outlook, Coaching, Team Building, Telephone Skills, Teamwork, Training
Education
Fisher College 2007 — 2011
BS, Business Management
UMass Dartmouth 2005 — 2007
BS, Business Management
Needham Bank April 2014 - Present
Needham Bank May 2013 - June 2014
Needham Bank April 2012 - May 2013
Shaw's Supermarkets September 2005 - May 2012
Skills
Bookkeeping, Microsoft Office, Time Management, Microsoft Excel, Sales, Organizational Structure, Management, Cashiering, Customer Service, Customer Satisfaction, Microsoft Word, PowerPoint, Banking, Outlook, Coaching, Team Building, Telephone Skills, Teamwork, Training
Education
Fisher College 2007 — 2011
BS, Business Management
UMass Dartmouth 2005 — 2007
BS, Business Management
Courtney Steele, CPP Courtney Steele, CPP's Needham Bank Experience October 2010 - September 2012
Job
Industry Financial Services
Experience
Collective June 2014 - May 2015
Avenues: The World School December 2012 - June 2014
Needham Bank October 2010 - September 2012
Cohen & Schaeffer PC September 2008 - February 2010
WeiserMazars LLP September 2006 - October 2007
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor's degree, Accounting and Finance
Dean College 2002 — 2004
Associates Degree, Accounting
Collective June 2014 - May 2015
Avenues: The World School December 2012 - June 2014
Needham Bank October 2010 - September 2012
Cohen & Schaeffer PC September 2008 - February 2010
WeiserMazars LLP September 2006 - October 2007
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor's degree, Accounting and Finance
Dean College 2002 — 2004
Associates Degree, Accounting
Samuel Dorfman Samuel Dorfman's Needham Bank Experience December 2012 - May 2013
Job Senior Intern at Ligris + Associates PC
Industry Law Practice
Experience
Ligris + Associates PC June 2015 - Present
High Point University August 2014 - May 2015
Guilford County Public Defender's Office August 2014 - January 2015
Ligris + Associates PC June 2013 - January 2015
Needham Bank December 2012 - May 2013
Holly Cleaners 2010 - 2011
Skills
Social Skills, Writing, Research, Enjoy Working with..., PowerPoint, Communication, Event Management, Data Entry, Fundraising
Education
New England Law Boston 2015 — 2019
Doctor of Law (J.D.)
High Point University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government with a Minor in History
Newton South High School 2007 — 2011
Ligris + Associates PC June 2015 - Present
High Point University August 2014 - May 2015
Guilford County Public Defender's Office August 2014 - January 2015
Ligris + Associates PC June 2013 - January 2015
Needham Bank December 2012 - May 2013
Holly Cleaners 2010 - 2011
Skills
Social Skills, Writing, Research, Enjoy Working with..., PowerPoint, Communication, Event Management, Data Entry, Fundraising
Education
New England Law Boston 2015 — 2019
Doctor of Law (J.D.)
High Point University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government with a Minor in History
Newton South High School 2007 — 2011
John Whittaker's Needham Bank Experience April 2015 - Present
Job Vice President, Marketing at Needham Bank
Industry Banking
Experience
Needham Bank April 2015 - Present
Needham Bank October 2012 - April 2015
MIS Training Institute December 2011 - October 2012
NEACH August 2007 - November 2011
Law Offices of Ted Silva October 2005 - February 2007
Education
Bentley College
Bachelor of Science (B.S.), Marketing
Duxbury High School
Needham Bank April 2015 - Present
Needham Bank October 2012 - April 2015
MIS Training Institute December 2011 - October 2012
NEACH August 2007 - November 2011
Law Offices of Ted Silva October 2005 - February 2007
Education
Bentley College
Bachelor of Science (B.S.), Marketing
Duxbury High School
Danielle Walsh Danielle Walsh's Needham Bank Experience June 2009 - Present
Job Senior Vice President & Treasurer at Needham Bank
Industry Banking
Experience
Needham Bank June 2009 - Present
Needham Bank June 2009 - April 2014
South Coastal Bank July 2002 - May 2009
Wolf & Company, P.C. September 2000 - June 2002
Skills
Strong interpersonal..., Strong attention to..., Exercises sound..., Bank Secrecy Act, Internal Controls, Financial Analysis, Auditing, Financial Reporting, GAAP, Interest Rate Risk..., General Ledger, Strategic Planning, Budgets, Cash Management, Commercial Lending, Risk Management
Education
Salve Regina University 1999 — 2000
Master of Science, Accounting
Salve Regina University 1995 — 1999
Bachelor of Science, Business Finance
Needham Bank June 2009 - Present
Needham Bank June 2009 - April 2014
South Coastal Bank July 2002 - May 2009
Wolf & Company, P.C. September 2000 - June 2002
Skills
Strong interpersonal..., Strong attention to..., Exercises sound..., Bank Secrecy Act, Internal Controls, Financial Analysis, Auditing, Financial Reporting, GAAP, Interest Rate Risk..., General Ledger, Strategic Planning, Budgets, Cash Management, Commercial Lending, Risk Management
Education
Salve Regina University 1999 — 2000
Master of Science, Accounting
Salve Regina University 1995 — 1999
Bachelor of Science, Business Finance
Stephen Jussaume's Needham Bank Experience October 2010 - April 2011
Job Commercial Loan Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank November 2012 - Present
Rockland Trust Company April 2011 - November 2012
Needham Bank October 2010 - April 2011
Sovereign - Santander February 2008 - October 2010
TD Bank April 2006 - February 2008
TD Bank December 2000 - April 2006
Skills
Loans, Investments, Credit, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Credit Risk, Small Business Lending, Banking, Commercial Banking, Commercial Mortgages, Financial Risk, Lines Of Credit, Finance
Education
University of Massachusetts at Lowell 2001 — 2005
Finance
Boston Private Bank November 2012 - Present
Rockland Trust Company April 2011 - November 2012
Needham Bank October 2010 - April 2011
Sovereign - Santander February 2008 - October 2010
TD Bank April 2006 - February 2008
TD Bank December 2000 - April 2006
Skills
Loans, Investments, Credit, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Credit Risk, Small Business Lending, Banking, Commercial Banking, Commercial Mortgages, Financial Risk, Lines Of Credit, Finance
Education
University of Massachusetts at Lowell 2001 — 2005
Finance
Eric Morse Eric Morse's Needham Bank Experience September 2012 - Present
Job Community Banking Advocate
Industry Management Consulting
Experience
Needham Bank September 2012 - Present
SwitchToCommunity 2012 - Present
Caber Partners 1994 - 2012
The Boston Company (BNY Mellon Asset Management) January 2007 - March 2008
CIBC World Markets January 1998 - May 2003
Skills
Strategy, Start-ups, Marketing Strategy, Business Strategy, Strategic Planning, Marketing Communications, Investments, New Business Development, Asset Management, Competitive Analysis, Product Development, Direct Marketing, Equities, Advertising, Public Relations, Business Planning, Executive Management, Investor Relations, Integrated Marketing, Wealth Management, Securities, Mutual Funds, Team Leadership, Social Media, Change Management, Strategic Partnerships, Thought Leadership, Sales Management, Brand Development, Client Service, Customer Relations, Market Research, Client Services, Product Marketing, Product Management, Management Consulting, Team Building, Strategy Development, Social Media Marketing, Marketing Management, Mergers, Corporate Communications, Institutional, Investment Banking, Market Analysis, Market Planning, Strategic Thinking, Client Retention, Competitive Intelligence, Lead Generation
Education
Skidmore College
B.S., Business
Hebron Academy, Hebron ME
Needham Bank September 2012 - Present
SwitchToCommunity 2012 - Present
Caber Partners 1994 - 2012
The Boston Company (BNY Mellon Asset Management) January 2007 - March 2008
CIBC World Markets January 1998 - May 2003
Skills
Strategy, Start-ups, Marketing Strategy, Business Strategy, Strategic Planning, Marketing Communications, Investments, New Business Development, Asset Management, Competitive Analysis, Product Development, Direct Marketing, Equities, Advertising, Public Relations, Business Planning, Executive Management, Investor Relations, Integrated Marketing, Wealth Management, Securities, Mutual Funds, Team Leadership, Social Media, Change Management, Strategic Partnerships, Thought Leadership, Sales Management, Brand Development, Client Service, Customer Relations, Market Research, Client Services, Product Marketing, Product Management, Management Consulting, Team Building, Strategy Development, Social Media Marketing, Marketing Management, Mergers, Corporate Communications, Institutional, Investment Banking, Market Analysis, Market Planning, Strategic Thinking, Client Retention, Competitive Intelligence, Lead Generation
Education
Skidmore College
B.S., Business
Hebron Academy, Hebron ME
Danielle Whalen's Needham Bank Experience June 2011 - Present
Job Research Assistant at Northeastern University
Industry Research
Experience
Northeastern University July 2015 - Present
Needham Bank June 2011 - Present
Riverside Community Care September 2012 - June 2013
Dedham Recreation Dance September 2007 - June 2012
New England Aquarium June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Prezi, COCC, Customer Service, Teaching, PowerPoint
Education
Northeastern University 2013 — 2018
Bachelor of Science (BS), Marine Biology
Ursuline Academy 2007 — 2013
Northeastern University July 2015 - Present
Needham Bank June 2011 - Present
Riverside Community Care September 2012 - June 2013
Dedham Recreation Dance September 2007 - June 2012
New England Aquarium June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Prezi, COCC, Customer Service, Teaching, PowerPoint
Education
Northeastern University 2013 — 2018
Bachelor of Science (BS), Marine Biology
Ursuline Academy 2007 — 2013
Sarah Tesorero's Needham Bank Experience September 2014 - Present
Job Creative Marketing Manager at Needham Bank
Industry Banking
Experience
Needham Bank September 2014 - Present
Bank of Canton January 2012 - September 2014
Bank of Canton January 2011 - January 2012
Wheaton College (MA) September 2007 - January 2011
Make-A-Wish Foundation of Rhode Island June 2005 - June 2007
Skills
Web Design, Graphic Design, Writing, Web Content Management, Fast Learner, Teamwork, Public Relations Skills, Marketing Communications, Email Marketing, Social Media, Adobe Creative Suite, Content Creation, Innovative Problem..., Attention To Detail, Community Relations, Vendor Relations, Operations Management, Direct Marketing, InDesign, Illustrator, Dreamweaver, Photoshop, Fireworks, Microsoft Office 2007, Report Generation, Time Management, Constant Contact, Public Relations, Fundraising, Event Planning, Social Networking, Marketing, Nonprofits, Budgets, Direct Mail, Strategic Planning, Customer Service, Management, Marketing Strategy, Training, Proposal Writing, Microsoft Office, Facebook, Social Media Marketing, Online Marketing, Creative Writing, Google Analytics, Press Releases, Advertising, Event Management
Education
Salve Regina University 2001 — 2005
Bachelor of Arts, English Communications, 3.74
Bridgewater State College 2008 — 2009
Certified Graphic & Web Professional, Graphic Design & Web Design
Needham Bank September 2014 - Present
Bank of Canton January 2012 - September 2014
Bank of Canton January 2011 - January 2012
Wheaton College (MA) September 2007 - January 2011
Make-A-Wish Foundation of Rhode Island June 2005 - June 2007
Skills
Web Design, Graphic Design, Writing, Web Content Management, Fast Learner, Teamwork, Public Relations Skills, Marketing Communications, Email Marketing, Social Media, Adobe Creative Suite, Content Creation, Innovative Problem..., Attention To Detail, Community Relations, Vendor Relations, Operations Management, Direct Marketing, InDesign, Illustrator, Dreamweaver, Photoshop, Fireworks, Microsoft Office 2007, Report Generation, Time Management, Constant Contact, Public Relations, Fundraising, Event Planning, Social Networking, Marketing, Nonprofits, Budgets, Direct Mail, Strategic Planning, Customer Service, Management, Marketing Strategy, Training, Proposal Writing, Microsoft Office, Facebook, Social Media Marketing, Online Marketing, Creative Writing, Google Analytics, Press Releases, Advertising, Event Management
Education
Salve Regina University 2001 — 2005
Bachelor of Arts, English Communications, 3.74
Bridgewater State College 2008 — 2009
Certified Graphic & Web Professional, Graphic Design & Web Design
Barry Whittaker Barry Whittaker's Needham Bank Experience January 2011 - Present
Job Chief Operating Officer at Needham Bank
Industry Banking
Experience
Needham Bank January 2011 - Present
Skills
Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Banking, Loan Origination, Retail Banking, Credit, Credit Analysis
Education
Brown University 1971 — 1975
Bachelor of Arts (B.A.), Mathematics
Needham Bank January 2011 - Present
Skills
Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Banking, Loan Origination, Retail Banking, Credit, Credit Analysis
Education
Brown University 1971 — 1975
Bachelor of Arts (B.A.), Mathematics
Steven Robbins, CPA Steven Robbins, CPA's Needham Bank Experience May 2011 - January 2015
Job Audit and Tax Professional
Industry Accounting
Experience
Wellesley Bank January 2015 - September 2015
Needham Bank May 2011 - January 2015
G. T. Reilly & Company June 2007 - April 2011
Education
Stonehill College 2007 — 2008
Master's degree, Accounting
Stonehill College 2003 — 2007
Bachelor of Science (BS), Accounting
Weymouth High School
Wellesley Bank January 2015 - September 2015
Needham Bank May 2011 - January 2015
G. T. Reilly & Company June 2007 - April 2011
Education
Stonehill College 2007 — 2008
Master's degree, Accounting
Stonehill College 2003 — 2007
Bachelor of Science (BS), Accounting
Weymouth High School
Camilla Alden-Dunn Camilla Alden-Dunn's Needham Bank Experience 2011 - 2013
Job Banking Professional
Industry Banking
Experience
Needham Bank 2011 - 2013
Boston Harbor Hotel September 2001 - December 2009
Skills
Time Management, Retail Banking, Customer Service, Credit, Financial Analysis, Banking, Mortgage Lending
Education
Massachusetts Bay Community College
Needham Bank 2011 - 2013
Boston Harbor Hotel September 2001 - December 2009
Skills
Time Management, Retail Banking, Customer Service, Credit, Financial Analysis, Banking, Mortgage Lending
Education
Massachusetts Bay Community College
Nancy McSurely's Needham Bank Experience October 2013 - October 2013
Job Asst. Vice President/Commercial Loan Officer at The Cooperative Bank
Industry Banking
Experience
Needham Bank October 2013 - October 2013
The Milford National Bank and Trust Company October 2005 - February 2013
Fleet Mortgage, Inc. 1991 - 1998
Skills
Commercial Banking, Loans, Banking, Commercial Lending, Business Development, Portfolio Management, Financial Analysis, Credit Analysis, Mortgage Lending, Risk Management, Money Management, Credit, Small Business Lending, SBA, Investments, Underwriting, Commercial Mortgages, Financial Services, Loan Origination, Commercial Real Estate, Cash Management, Retail Banking, Consumer Lending, Mortgage Banking, Relationship Management, Private Banking, Asset Management
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA)
Miami University
B.S.,, Finance and Economics
Needham Bank October 2013 - October 2013
The Milford National Bank and Trust Company October 2005 - February 2013
Fleet Mortgage, Inc. 1991 - 1998
Skills
Commercial Banking, Loans, Banking, Commercial Lending, Business Development, Portfolio Management, Financial Analysis, Credit Analysis, Mortgage Lending, Risk Management, Money Management, Credit, Small Business Lending, SBA, Investments, Underwriting, Commercial Mortgages, Financial Services, Loan Origination, Commercial Real Estate, Cash Management, Retail Banking, Consumer Lending, Mortgage Banking, Relationship Management, Private Banking, Asset Management
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA)
Miami University
B.S.,, Finance and Economics
Christopher Teachout Christopher Teachout's Needham Bank Experience October 2008 - Present
Job Community Banker Needham Bank
Industry Banking
Experience
Needham Bank October 2008 - Present
Bernardi Auto Group August 2006 - October 2008
Jake Kaplans of Warwick August 2004 - August 2006
Bernardi Auto Group February 2001 - August 2004
Skills
Sales Management, Sales, Sales Process, Customer Service, Customer Retention, Customer Satisfaction, Team Building, New Business Development, Selling, Negotiation, Business Development, Team Leadership, Automotive, Sales Operations, Management, Relationship Management, Banking, Qualifying Prospects, Strategy, Finance, CRM, Profit, Start-ups, Leadership, Real Estate, Business Strategy, Investments, Business Planning, Budgets
Education
New England School For Financial Studies 2012 — 2013
Certificate of Graduation, Banking
Westfield State College 1992 — 1994
Bachelor of Science (B.S.), Criminal Justice
Massachusetts Bay Community College 1990 — 1992
Associate of Science (A.S.), Criminal Justice
Needham High School 1986 — 1990
Diploma
Needham Bank October 2008 - Present
Bernardi Auto Group August 2006 - October 2008
Jake Kaplans of Warwick August 2004 - August 2006
Bernardi Auto Group February 2001 - August 2004
Skills
Sales Management, Sales, Sales Process, Customer Service, Customer Retention, Customer Satisfaction, Team Building, New Business Development, Selling, Negotiation, Business Development, Team Leadership, Automotive, Sales Operations, Management, Relationship Management, Banking, Qualifying Prospects, Strategy, Finance, CRM, Profit, Start-ups, Leadership, Real Estate, Business Strategy, Investments, Business Planning, Budgets
Education
New England School For Financial Studies 2012 — 2013
Certificate of Graduation, Banking
Westfield State College 1992 — 1994
Bachelor of Science (B.S.), Criminal Justice
Massachusetts Bay Community College 1990 — 1992
Associate of Science (A.S.), Criminal Justice
Needham High School 1986 — 1990
Diploma
Erica McLaughlin's Needham Bank Experience January 2014 - Present
Job Marketing Officer at Needham Bank
Industry Banking
Experience
Needham Bank January 2014 - Present
Norwood Theatre March 2012 - January 2014
Capital Talent Agency May 2011 - March 2012
The Catholic University of America September 2007 - May 2011
Shoestring Magazine May 2010 - August 2010
Donna DeSeta Casting May 2009 - August 2009
Hale Reservation 2006 - 2008
Skills
Social Media, Event Planning, Marketing, Theatre, Drama, Editing, Event Management, Public Speaking, Nonprofits, Management, Fundraising, Social Networking, Acting, Blogging, Advertising, Creative Writing, Facebook, Arts Administration, Performing Arts, Press Releases, Entertainment, Volunteer Management, Publicity, Social Media Marketing, Public Relations, Community Outreach
Education
The Catholic University of America 2007 — 2011
Bachelor of Arts, Drama
Westwood High School 2003 — 2007
Needham Bank January 2014 - Present
Norwood Theatre March 2012 - January 2014
Capital Talent Agency May 2011 - March 2012
The Catholic University of America September 2007 - May 2011
Shoestring Magazine May 2010 - August 2010
Donna DeSeta Casting May 2009 - August 2009
Hale Reservation 2006 - 2008
Skills
Social Media, Event Planning, Marketing, Theatre, Drama, Editing, Event Management, Public Speaking, Nonprofits, Management, Fundraising, Social Networking, Acting, Blogging, Advertising, Creative Writing, Facebook, Arts Administration, Performing Arts, Press Releases, Entertainment, Volunteer Management, Publicity, Social Media Marketing, Public Relations, Community Outreach
Education
The Catholic University of America 2007 — 2011
Bachelor of Arts, Drama
Westwood High School 2003 — 2007
Tony Battista, CPA's Needham Bank Experience May 2014 - Present
Job Executive Vice President at Needham Bank
Industry Banking
Experience
Needham Bank May 2014 - Present
Middlesex Savings Bank November 2002 - April 2014
Seacoast Financial Services Corp January 1995 - November 2002
Excel Bancorp, Inc 1987 - 1994
Shawmut Bank 1983 - 1987
Skills
Auditing, Finance, Enterprise Risk..., Loans, Banking, Commercial Lending, Financial Reporting, Accounting, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
Bentley College 1976 — 1980
BS, Accounting
Needham Bank May 2014 - Present
Middlesex Savings Bank November 2002 - April 2014
Seacoast Financial Services Corp January 1995 - November 2002
Excel Bancorp, Inc 1987 - 1994
Shawmut Bank 1983 - 1987
Skills
Auditing, Finance, Enterprise Risk..., Loans, Banking, Commercial Lending, Financial Reporting, Accounting, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
Bentley College 1976 — 1980
BS, Accounting
Kathy Dionne's Needham Bank Experience 1997 - 2007
Job Assistant Branch Manager at Citizens Bank
Industry Retail
Experience
Citizens Bank July 2015 - Present
Great Clips October 2012 - Present
AAA Southern New England March 2015 - July 2015
Santander Bank, N.A. March 2013 - September 2014
Bare Escentuals October 2012 - March 2013
SEPHORA April 2012 - October 2012
TD Bank Group December 2009 - March 2012
Yolanda Enterprises 2007 - 2009
Needham Bank 1997 - 2007
Skills
Customer Satisfaction, Sales Management, Sales, Retail Banking, Customer Service, Retail, Consumer Lending, Salons, Team Management, Cosmetology, Credit, Interviews, Schedules, Operations Management, Executive Reporting, Event Management, Coaching, Performance Reviews, Sales Coach, Board Reporting
Education
Empire Beauty School - Massachusetts 2006 — 2008
Operators License, Cosmetology/Cosmetologist, General, 4.0
Sullivan and Cogliano Training Center 2000 — 2001
Certified Expert, Microsoft Office, 4.0
Dedham High School 1989 — 1993
Diploma, Liberal Arts and Sciences/Liberal Studies, 3.0
Citizens Bank July 2015 - Present
Great Clips October 2012 - Present
AAA Southern New England March 2015 - July 2015
Santander Bank, N.A. March 2013 - September 2014
Bare Escentuals October 2012 - March 2013
SEPHORA April 2012 - October 2012
TD Bank Group December 2009 - March 2012
Yolanda Enterprises 2007 - 2009
Needham Bank 1997 - 2007
Skills
Customer Satisfaction, Sales Management, Sales, Retail Banking, Customer Service, Retail, Consumer Lending, Salons, Team Management, Cosmetology, Credit, Interviews, Schedules, Operations Management, Executive Reporting, Event Management, Coaching, Performance Reviews, Sales Coach, Board Reporting
Education
Empire Beauty School - Massachusetts 2006 — 2008
Operators License, Cosmetology/Cosmetologist, General, 4.0
Sullivan and Cogliano Training Center 2000 — 2001
Certified Expert, Microsoft Office, 4.0
Dedham High School 1989 — 1993
Diploma, Liberal Arts and Sciences/Liberal Studies, 3.0
James Gordon's Needham Bank Experience October 2007 - Present
Job Information Technology at Needham Bank
Industry Banking
Experience
Needham Bank October 2007 - Present
South Coastal Bank April 2002 - October 2007
RMM Associates 2001 - 2003
Skills
Security, Compliance, Network Security, Disaster Recovery, Risk Management, Business Continuity, Information Technology, Banking, Information Security, Vendor Management, Information Security..., CISSP, IT Management, Computer Security, Vulnerability Assessment, IT Audit, Vulnerability Management, IT Operations, PCI DSS, Retail Banking, Active Directory, Management, VMware, Penetration Testing, Data Center, Governance, IT Strategy, Virtualization, CISA, Firewalls, Mobile Banking, ISO 27001, ACH, Security Awareness, Infrastructure, Business Continuity..., Operational Risk..., Internet Banking, ITIL, Security Audits, GLBA, System Administration, Microsoft Exchange, Core Banking, Loans, CISM, Commercial Banking, Credit, Network Administration, Enterprise Architecture
Education
Johnson and Wales University 1997 — 2001
Bachelor of Science, Marketing & Public Relations
Sumner High School 1993 — 1997
Technology, Computers
Needham Bank October 2007 - Present
South Coastal Bank April 2002 - October 2007
RMM Associates 2001 - 2003
Skills
Security, Compliance, Network Security, Disaster Recovery, Risk Management, Business Continuity, Information Technology, Banking, Information Security, Vendor Management, Information Security..., CISSP, IT Management, Computer Security, Vulnerability Assessment, IT Audit, Vulnerability Management, IT Operations, PCI DSS, Retail Banking, Active Directory, Management, VMware, Penetration Testing, Data Center, Governance, IT Strategy, Virtualization, CISA, Firewalls, Mobile Banking, ISO 27001, ACH, Security Awareness, Infrastructure, Business Continuity..., Operational Risk..., Internet Banking, ITIL, Security Audits, GLBA, System Administration, Microsoft Exchange, Core Banking, Loans, CISM, Commercial Banking, Credit, Network Administration, Enterprise Architecture
Education
Johnson and Wales University 1997 — 2001
Bachelor of Science, Marketing & Public Relations
Sumner High School 1993 — 1997
Technology, Computers
Brittaney Browne Brittaney Browne's Needham Bank Experience December 2010 - January 2013
Job Associate Compensation Analyst at TripAdvisor
Industry Internet
Experience
TripAdvisor June 2014 - Present
TripAdvisor May 2013 - June 2014
Needham Bank December 2010 - January 2013
Chamber of Commerce: Salamanca, Spain October 2012 - December 2012
Bryant University January 2012 - March 2012
Skills
Microsoft Word, Microsoft Excel, Banking, Research, Customer Service, PowerPoint, Spanish, Analysis, Leadership
Education
Bryant University 2010 — 2014
International Business, Finance and Spanish
Universidad de Salamanca
International/Global Studies
Ursuline Academy 2006 — 2010
High School Diploma
TripAdvisor June 2014 - Present
TripAdvisor May 2013 - June 2014
Needham Bank December 2010 - January 2013
Chamber of Commerce: Salamanca, Spain October 2012 - December 2012
Bryant University January 2012 - March 2012
Skills
Microsoft Word, Microsoft Excel, Banking, Research, Customer Service, PowerPoint, Spanish, Analysis, Leadership
Education
Bryant University 2010 — 2014
International Business, Finance and Spanish
Universidad de Salamanca
International/Global Studies
Ursuline Academy 2006 — 2010
High School Diploma
Kim Whalen's Needham Bank Experience June 2007 - Present
Job Internship Outreach Coordinator/Graduate Assistant CJM
Industry Law Enforcement
Experience
Nichols College December 2014 - Present
Needham Bank June 2007 - Present
Nichols College September 2013 - December 2014
Victoria's Secret May 2011 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, Data Entry, Event Planning, Facebook, Leadership, Public Speaking, Sales, Social Media
Education
Nichols College 2015 — 2016
Master of Business Administration (M.B.A.)
Nichols College 2012 — 2015
BS/BA, Criminal Justice Management
Stonehill College 2011 — 2012
Bachelor of Arts (B.A.), Psychology
Dedham High School 2007 — 2011
Nichols College December 2014 - Present
Needham Bank June 2007 - Present
Nichols College September 2013 - December 2014
Victoria's Secret May 2011 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, Data Entry, Event Planning, Facebook, Leadership, Public Speaking, Sales, Social Media
Education
Nichols College 2015 — 2016
Master of Business Administration (M.B.A.)
Nichols College 2012 — 2015
BS/BA, Criminal Justice Management
Stonehill College 2011 — 2012
Bachelor of Arts (B.A.), Psychology
Dedham High School 2007 — 2011
Iris Tomlak's Needham Bank Experience November 2007 - September 2014
Job Global Marketing and Communications at State Street
Industry Marketing and Advertising
Experience
State Street September 2015 - Present
Needham Bank November 2007 - September 2014
Reed Exhibitons October 2004 - May 2007
Skills
Advertising, Marketing Communications, Coordination, Events, Writing, Community Outreach, Photoshop, Public Relations, Marketing, Event Planning, Training, Fundraising, Market Research, Leadership, Strategic Planning, Adobe Creative Suite
Education
Emerson College 2014 — 2017
Master's Degree, Integrated Marketing Communication Program
Babson College 2012 — 2013
New England School for Financial Studies
Boston University 2006 — 2007
Advertising and Public Relations
Hendrix College 1999 — 2003
BA, Sociology
State Street September 2015 - Present
Needham Bank November 2007 - September 2014
Reed Exhibitons October 2004 - May 2007
Skills
Advertising, Marketing Communications, Coordination, Events, Writing, Community Outreach, Photoshop, Public Relations, Marketing, Event Planning, Training, Fundraising, Market Research, Leadership, Strategic Planning, Adobe Creative Suite
Education
Emerson College 2014 — 2017
Master's Degree, Integrated Marketing Communication Program
Babson College 2012 — 2013
New England School for Financial Studies
Boston University 2006 — 2007
Advertising and Public Relations
Hendrix College 1999 — 2003
BA, Sociology
Elona Meta Elona Meta's Needham Bank Experience 2015 - Present
Job Assistant Branch Manager at Needham Bank
Industry Banking
Experience
Needham Bank 2015 - Present
Bank of America April 2013 - August 2015
Bank of America December 2008 - April 2013
Bank of America February 2006 - December 2008
Bank of America November 2005 - February 2006
Skills
Consumer Lending, Retail Banking, Loans, Credit, Banking, Commercial Banking, Cross Selling
Education
New England College of Business and Finance 2011 — 2013
Marketing
Edu Tech Center,Clearwater FL 2004 — 2005
Paralegal
Needham Bank 2015 - Present
Bank of America April 2013 - August 2015
Bank of America December 2008 - April 2013
Bank of America February 2006 - December 2008
Bank of America November 2005 - February 2006
Skills
Consumer Lending, Retail Banking, Loans, Credit, Banking, Commercial Banking, Cross Selling
Education
New England College of Business and Finance 2011 — 2013
Marketing
Edu Tech Center,Clearwater FL 2004 — 2005
Paralegal
Sean Boudreau's Needham Bank Experience October 2013 - Present
Job Portfolio Loan Officer Managed Asset Group at Needham Bank
Industry Banking
Experience
Needham Bank October 2013 - Present
Leader Bank November 2010 - October 2013
Skills
Loans, Mortgage Lending, Commercial Lending, Lines Of Credit, Residential Homes, Commercial Real Estate, Insurance, Home Equity Lines of..., Loan Modifications, Customer Service, Mortgage Banking, Credit, Credit Analysis, FHA, Refinance, Loan Origination, Banking, Internal Audit, Underwriting, USDA
Education
Framingham State University 2004 — 2008
Bachelor’s Degree, Business Administration
Needham Bank October 2013 - Present
Leader Bank November 2010 - October 2013
Skills
Loans, Mortgage Lending, Commercial Lending, Lines Of Credit, Residential Homes, Commercial Real Estate, Insurance, Home Equity Lines of..., Loan Modifications, Customer Service, Mortgage Banking, Credit, Credit Analysis, FHA, Refinance, Loan Origination, Banking, Internal Audit, Underwriting, USDA
Education
Framingham State University 2004 — 2008
Bachelor’s Degree, Business Administration
Diane Gallien Diane Gallien's Needham Bank Experience February 2014 - August 2014
Job Controller
Industry Banking
Experience
Dean Bank August 2014 - Present
Needham Bank February 2014 - August 2014
MutualOne Bank May 2012 - February 2014
MutualOne Bank May 2006 - May 2012
Horrigan Cleaners, Inc March 2005 - May 2006
Orchard Hills Athletic Club October 1999 - March 2005
St Mary's Credit Union September 1996 - October 1999
Skills
Credit, Retail Banking, Banking, Accounting, Cash Management, Treasury Management, Financial Accounting, Internal Controls, Auditing
Education
Framingham State College 2006 — 2009
Bachelor of Science in Business, Accounting
Bay State College 1988 — 1990
Associate's degree, Accounting
Dean Bank August 2014 - Present
Needham Bank February 2014 - August 2014
MutualOne Bank May 2012 - February 2014
MutualOne Bank May 2006 - May 2012
Horrigan Cleaners, Inc March 2005 - May 2006
Orchard Hills Athletic Club October 1999 - March 2005
St Mary's Credit Union September 1996 - October 1999
Skills
Credit, Retail Banking, Banking, Accounting, Cash Management, Treasury Management, Financial Accounting, Internal Controls, Auditing
Education
Framingham State College 2006 — 2009
Bachelor of Science in Business, Accounting
Bay State College 1988 — 1990
Associate's degree, Accounting
Paul M. Saia's Needham Bank Experience May 2010 - January 2012
Job VP, Retail Market Manager at TD Bank
Industry Banking
Experience
TD Bank Group January 2012 - Present
Needham Bank May 2010 - January 2012
Rockland Trust Company 2007 - 2010
Citizens Bank 2001 - 2007
Citizens Bank 1996 - 2001
Direct Federal Credit Union 1994 - 1996
Education
Babson College 2004 — 2004
Advanced Leadership Dev Program
Bentley University 1998 — 2000
MBA with Distinction, Change Management
Boston College 1982 — 1986
BS, Finance
TD Bank Group January 2012 - Present
Needham Bank May 2010 - January 2012
Rockland Trust Company 2007 - 2010
Citizens Bank 2001 - 2007
Citizens Bank 1996 - 2001
Direct Federal Credit Union 1994 - 1996
Education
Babson College 2004 — 2004
Advanced Leadership Dev Program
Bentley University 1998 — 2000
MBA with Distinction, Change Management
Boston College 1982 — 1986
BS, Finance
Callie Huff's Needham Bank Experience March 2011 - December 2011
Job Make your next step, a first step
Industry Executive Office
Experience
Needham Bank March 2011 - December 2011
HarborOne Credit Union July 2009 - November 2009
Nations Heritage Federal Credit Union June 2007 - July 2009
Benjamin Franklin Bank March 2006 - March 2007
Advertising Agency September 2003 - March 2007
Medford Co-operative Bank February 2002 - October 2003
Manpower International Staffing March 2001 - December 2001
Greater Boston Federal Credit Union May 2000 - January 2001
Bay State Federal Bank February 1998 - February 2000
USTrust November 1996 - January 1998
Skills
Strategic Planning &..., Marketing & Community..., Organizational..., Training & Talent Share, Change Management, Training, Strategic Planning, Marketing, Strategy, Team Building, Leadership Development, Marketing Strategy, Banking, Leadership, Business Development, Management, Performance Management, Program Management, Budgets, Cross-functional Team..., Sales, Start-ups
Education
CUES CEO Institute 2008 — 2010
CCE (Certified Chief Executive), CEO Institute
Cambridge College 2001 — 2004
Masters, Organizational Development
Cambridge College 2001 — 2004
Certificate, Advanced Business Negotiation and Conflict Resolution
New England College of Business and Finance 1992 — 2000
Banking and Management
Needham Bank March 2011 - December 2011
HarborOne Credit Union July 2009 - November 2009
Nations Heritage Federal Credit Union June 2007 - July 2009
Benjamin Franklin Bank March 2006 - March 2007
Advertising Agency September 2003 - March 2007
Medford Co-operative Bank February 2002 - October 2003
Manpower International Staffing March 2001 - December 2001
Greater Boston Federal Credit Union May 2000 - January 2001
Bay State Federal Bank February 1998 - February 2000
USTrust November 1996 - January 1998
Skills
Strategic Planning &..., Marketing & Community..., Organizational..., Training & Talent Share, Change Management, Training, Strategic Planning, Marketing, Strategy, Team Building, Leadership Development, Marketing Strategy, Banking, Leadership, Business Development, Management, Performance Management, Program Management, Budgets, Cross-functional Team..., Sales, Start-ups
Education
CUES CEO Institute 2008 — 2010
CCE (Certified Chief Executive), CEO Institute
Cambridge College 2001 — 2004
Masters, Organizational Development
Cambridge College 2001 — 2004
Certificate, Advanced Business Negotiation and Conflict Resolution
New England College of Business and Finance 1992 — 2000
Banking and Management
Glenn Ricciardelli's Needham Bank Experience 2008 - December 2013
Job Senior Partner at Matson Driscoll & Damico LLP
Industry Accounting
Experience
Matson Driscoll & Damico LLP 1979 - Present
Birthday Wishes, Inc. July 2010 - Present
Needham Bank 2008 - December 2013
Skills
Forensic Accounting, Expert Witness, Litigation Support, Fraud Investigations, Fraud, Certified Fraud Examiner, Claim, Business Valuation, CPA, Insurance, Forensic Analysis, Underwriting, Alternative Dispute..., Corporate Governance, Risk Management, Arbitration, Financial Risk, Internal Controls, Due Diligence, Auditing, Finance, Enterprise Risk..., Internal Investigations, Valuation, Product Liability, Claims Management, Sarbanes-Oxley Act, Liability, Leadership, Investigation, Litigation Consulting, Dispute Resolution, Financial Analysis, Reinsurance, Bankruptcy, Private Investigations, Risk Assessment, Litigation, Dispute, Mediation, Financial Reporting
Education
Babson College 1975 — 1979
BSBA, Accounting
Needham High School 1972 — 1975
Matson Driscoll & Damico LLP 1979 - Present
Birthday Wishes, Inc. July 2010 - Present
Needham Bank 2008 - December 2013
Skills
Forensic Accounting, Expert Witness, Litigation Support, Fraud Investigations, Fraud, Certified Fraud Examiner, Claim, Business Valuation, CPA, Insurance, Forensic Analysis, Underwriting, Alternative Dispute..., Corporate Governance, Risk Management, Arbitration, Financial Risk, Internal Controls, Due Diligence, Auditing, Finance, Enterprise Risk..., Internal Investigations, Valuation, Product Liability, Claims Management, Sarbanes-Oxley Act, Liability, Leadership, Investigation, Litigation Consulting, Dispute Resolution, Financial Analysis, Reinsurance, Bankruptcy, Private Investigations, Risk Assessment, Litigation, Dispute, Mediation, Financial Reporting
Education
Babson College 1975 — 1979
BSBA, Accounting
Needham High School 1972 — 1975
Jenny Nichols Jenny Nichols's Needham Bank Experience April 2013 - September 2013
Job Manufacturing Technician at Shire
Industry Chemicals
Experience
Shire Pharmaceuticals September 2013 - Present
Needham Bank April 2013 - September 2013
Trader Joe's November 2012 - January 2013
University of New Hampshire January 2011 - May 2012
Apple Tree Animal Hospital September 2005 - August 2007
Skills
Cell Culture, Matlab, Research, Chromatography, Chemistry, Data Analysis, EES, Microsoft Excel, Aseptic Technique, ELISA, SDS-PAGE, Tangential Flow..., cGMP practices
Education
University of New Hampshire 2007 — 2012
Bachelor of Science (B.S.), Chemical Engineering: Bioengineering
Shire Pharmaceuticals September 2013 - Present
Needham Bank April 2013 - September 2013
Trader Joe's November 2012 - January 2013
University of New Hampshire January 2011 - May 2012
Apple Tree Animal Hospital September 2005 - August 2007
Skills
Cell Culture, Matlab, Research, Chromatography, Chemistry, Data Analysis, EES, Microsoft Excel, Aseptic Technique, ELISA, SDS-PAGE, Tangential Flow..., cGMP practices
Education
University of New Hampshire 2007 — 2012
Bachelor of Science (B.S.), Chemical Engineering: Bioengineering
William Myers's Needham Bank Experience April 2012 - December 2012
Job SMB Regional Manager at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Oracle December 2012 - Present
Needham Bank April 2012 - December 2012
Eastern Bank October 2009 - April 2012
Bank of America November 2005 - October 2009
Skills
Credit, Banking, Commercial Banking, Loans, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Sales Management, Customer Service, Financial Analysis, Underwriting
Education
New England College of Business and Finance 2011 — 2012
Master of Science (MS), Finance
University of Rhode Island 1996 — 2001
BA, Psychology
Oracle June 2015 - Present
Oracle December 2012 - Present
Needham Bank April 2012 - December 2012
Eastern Bank October 2009 - April 2012
Bank of America November 2005 - October 2009
Skills
Credit, Banking, Commercial Banking, Loans, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Sales Management, Customer Service, Financial Analysis, Underwriting
Education
New England College of Business and Finance 2011 — 2012
Master of Science (MS), Finance
University of Rhode Island 1996 — 2001
BA, Psychology
David Scarcella's Needham Bank Experience 2015 - Present
Job Assistant Vice President, Branch Manager
Industry Banking
Experience
Needham Bank 2015 - Present
Needham Bank April 2014 - April 2015
Needham Bank March 2014 - April 2014
Needham Bank November 2012 - March 2014
Citizens Bank 2009 - November 2012
Milton hoosic club March 2004 - November 2007
Skills
Customer Service, Branch Banking, Loans
Education
Bridgewater State University 2002 — 2006
Needham Bank 2015 - Present
Needham Bank April 2014 - April 2015
Needham Bank March 2014 - April 2014
Needham Bank November 2012 - March 2014
Citizens Bank 2009 - November 2012
Milton hoosic club March 2004 - November 2007
Skills
Customer Service, Branch Banking, Loans
Education
Bridgewater State University 2002 — 2006
Justin Whitaker's Needham Bank Experience January 2015 - Present
Job Information Technology Project Manager
Industry Information Technology and Services
Experience
Needham Bank January 2015 - Present
Needham Bank July 2012 - December 2014
Whitaker Media January 2011 - July 2012
State Street January 2009 - December 2010
State Street Corporation September 2005 - December 2008
State Street Corporation January 2000 - August 2005
Skills
Financial Analysis, Financial Reporting, Marketing, Social Media, Web Design, Competitive Analysis, Blogging, Public Relations, Strategic Analysis, Business Reporting, Podcasting, Web Development, Business Strategy, Analytics, Social Media Marketing, Content Development, Content Management, Marketing Strategy, Marketing Communications, Email Marketing, Online Marketing, Social Networking, Corporate Communications, Strategic Planning, Market Research, Small Business, Digital Marketing, Management Consulting, Web Content Management, Business Analysis, Content Strategy, Online Advertising, Google Analytics, Management, CRM, Analysis, SEO, WordPress, Digital Media, Lead Generation, Strategy, New Media, Digital Strategy, Web Analytics, Integrated Marketing, SEM, Consulting, Advertising, Finance, Project Management
Education
Northeastern University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Harvard University 1993 — 1996
ALB, Extension Studies
Loyola College 1991 — 1993
Communications & Journalism
Needham Bank January 2015 - Present
Needham Bank July 2012 - December 2014
Whitaker Media January 2011 - July 2012
State Street January 2009 - December 2010
State Street Corporation September 2005 - December 2008
State Street Corporation January 2000 - August 2005
Skills
Financial Analysis, Financial Reporting, Marketing, Social Media, Web Design, Competitive Analysis, Blogging, Public Relations, Strategic Analysis, Business Reporting, Podcasting, Web Development, Business Strategy, Analytics, Social Media Marketing, Content Development, Content Management, Marketing Strategy, Marketing Communications, Email Marketing, Online Marketing, Social Networking, Corporate Communications, Strategic Planning, Market Research, Small Business, Digital Marketing, Management Consulting, Web Content Management, Business Analysis, Content Strategy, Online Advertising, Google Analytics, Management, CRM, Analysis, SEO, WordPress, Digital Media, Lead Generation, Strategy, New Media, Digital Strategy, Web Analytics, Integrated Marketing, SEM, Consulting, Advertising, Finance, Project Management
Education
Northeastern University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Harvard University 1993 — 1996
ALB, Extension Studies
Loyola College 1991 — 1993
Communications & Journalism
Larry Pitman's Needham Bank Experience September 2012 - Present
Job Senior Vice President / Team Leader Commercial Lending at Needham Bank
Industry Banking
Experience
Needham Bank September 2012 - Present
The Community Bank March 2011 - August 2012
Norwod Bank July 2004 - February 2011
Education
Clark University
MBA, Finance
University of Massachusetts, Amherst
BA, Economics
Needham Bank September 2012 - Present
The Community Bank March 2011 - August 2012
Norwod Bank July 2004 - February 2011
Education
Clark University
MBA, Finance
University of Massachusetts, Amherst
BA, Economics
Ed Coppinger's Needham Bank Experience March 2014 - Present
Job Vice President Residential Mortgage Lending at Needham Bank & Massachusetts State Representative, 10th Suffolk District
Industry Banking
Experience
Massachusetts House of Representatives January 2011 - Present
Needham Bank March 2014 - Present
Leader Bank August 2009 - February 2014
Skills
Management, Credit, Customer Service, FHA, Financial Analysis, First Time Home Buyers, Fundraising, Investment Properties, Investments, Legislation, Legislative Relations, Loan Origination, Loan Servicing, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Mortgage Lending, Negotiation, Policy, Political Campaigns, Public Policy, Public Speaking, State Government, Strategic Planning, Super Jumbo, Team Building, Referrals, Real Estate, Community Outreach, Government, Leadership, Policy Analysis, Social Media, Finance, Banking, Nonprofits, Residential Homes, Public Relations, Community Development, Volunteer Management, Politics, Program Management, Commercial Lending
Education
Bryant University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Massachusetts House of Representatives January 2011 - Present
Needham Bank March 2014 - Present
Leader Bank August 2009 - February 2014
Skills
Management, Credit, Customer Service, FHA, Financial Analysis, First Time Home Buyers, Fundraising, Investment Properties, Investments, Legislation, Legislative Relations, Loan Origination, Loan Servicing, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Mortgage Lending, Negotiation, Policy, Political Campaigns, Public Policy, Public Speaking, State Government, Strategic Planning, Super Jumbo, Team Building, Referrals, Real Estate, Community Outreach, Government, Leadership, Policy Analysis, Social Media, Finance, Banking, Nonprofits, Residential Homes, Public Relations, Community Development, Volunteer Management, Politics, Program Management, Commercial Lending
Education
Bryant University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Ken Sommer's Needham Bank Experience 2012 - 2014
Job Partner at B2BCFO
Industry Management Consulting
Experience
B2BCFO March 2011 - Present
Needham Bank 2012 - 2014
Needham Bank 2012 - 2014
Needham Bank 2012 - 2014
Port Fortune Consulting January 2008 - February 2011
March of Dimes 2002 - 2008
VISA INTERNATIONAL October 2006 - December 2007
Visa International March 2000 - October 2006
Citi January 1999 - January 2000
Citi January 1998 - January 1999
Skills
Executive Management, Managerial Finance, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Modeling, Cash Management, Mergers, Accounting, Finance, Banking, Strategy, Strategic Planning, Restructuring, Management Consulting, Internal Controls, Due Diligence, Auditing, Corporate Finance, Analysis, Internal Audit, Leadership, Financial Services, GAAP, Cash Flow, Business Strategy, Management, Financial Risk, Entrepreneurship, Small Business, Portfolio Management, Private Equity, Risk Management, Business Planning
Education
Michigan State University 1976 — 1980
BA, Accounting
B2BCFO March 2011 - Present
Needham Bank 2012 - 2014
Needham Bank 2012 - 2014
Needham Bank 2012 - 2014
Port Fortune Consulting January 2008 - February 2011
March of Dimes 2002 - 2008
VISA INTERNATIONAL October 2006 - December 2007
Visa International March 2000 - October 2006
Citi January 1999 - January 2000
Citi January 1998 - January 1999
Skills
Executive Management, Managerial Finance, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Modeling, Cash Management, Mergers, Accounting, Finance, Banking, Strategy, Strategic Planning, Restructuring, Management Consulting, Internal Controls, Due Diligence, Auditing, Corporate Finance, Analysis, Internal Audit, Leadership, Financial Services, GAAP, Cash Flow, Business Strategy, Management, Financial Risk, Entrepreneurship, Small Business, Portfolio Management, Private Equity, Risk Management, Business Planning
Education
Michigan State University 1976 — 1980
BA, Accounting
Paula McLaughlin's Needham Bank Experience February 2010 - Present
Job Director at Needham Bank
Industry Nonprofit Organization Management
Experience
Needham Bank February 2010 - Present
Hale Reservation June 2005 - Present
Children's Trust Fund September 2001 - April 2004
Skills
Social Media, Public Speaking, Research, Microsoft Office, Editing, Alumni Relations, PowerPoint, Customer Service, Microsoft Word, Creative Writing, Budgets, Grant Writing, Microsoft Excel, Non-profits, Teaching, Management, Nonprofits, Blogging, Facebook, Marketing, Event Management, Public Relations, Advertising, Press Releases, Fundraising, Community Outreach, Writing, Event Planning, Strategic Planning, Social Networking, Leadership, Volunteer Management, Social Media Marketing
Education
Boston College 1984 — 1988
B.A., Speech Communications
Boston Latin Academy 1977 — 1983
Needham Bank February 2010 - Present
Hale Reservation June 2005 - Present
Children's Trust Fund September 2001 - April 2004
Skills
Social Media, Public Speaking, Research, Microsoft Office, Editing, Alumni Relations, PowerPoint, Customer Service, Microsoft Word, Creative Writing, Budgets, Grant Writing, Microsoft Excel, Non-profits, Teaching, Management, Nonprofits, Blogging, Facebook, Marketing, Event Management, Public Relations, Advertising, Press Releases, Fundraising, Community Outreach, Writing, Event Planning, Strategic Planning, Social Networking, Leadership, Volunteer Management, Social Media Marketing
Education
Boston College 1984 — 1988
B.A., Speech Communications
Boston Latin Academy 1977 — 1983
Bill Rosenberg's Needham Bank Experience October 2010 - April 2012
Job Banking Professional
Industry Banking
Experience
The Cooperative Bank May 2012 - August 2015
Needham Bank October 2010 - April 2012
Wainwright Bank May 2010 - October 2010
Rockland Trust Company/Benjamin Franklin Bank March 2003 - May 2010
Chart Bank 1997 - 2003
Skills
Commercial Lending, Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Retail Banking, Financial Analysis, Commercial Banking, Credit Risk, Portfolio Management, Underwriting, Small Business Lending, Commercial Real Estate, Commercial Mortgages
Education
Babson College 1975 — 1978
BS, Finance
The Cooperative Bank May 2012 - August 2015
Needham Bank October 2010 - April 2012
Wainwright Bank May 2010 - October 2010
Rockland Trust Company/Benjamin Franklin Bank March 2003 - May 2010
Chart Bank 1997 - 2003
Skills
Commercial Lending, Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Retail Banking, Financial Analysis, Commercial Banking, Credit Risk, Portfolio Management, Underwriting, Small Business Lending, Commercial Real Estate, Commercial Mortgages
Education
Babson College 1975 — 1978
BS, Finance
Joseph Steffano's Needham Bank Experience April 2014 - July 2015
Job Commercial Real Estate professional
Industry Commercial Real Estate
Experience
Grand Coast Capital Group July 2015 - Present
Needham Bank April 2014 - July 2015
Admirals Bank April 2013 - January 2014
Loan Management Solutions November 2010 - March 2013
Skills
Financial Analysis, Portfolio Management, Marketing Research, Financial Modeling, Microsoft Excel, Asset Managment, Quantitative Research, Data Analysis, Investments, Real Estate Economics, Analytics, Analysis, PowerPoint, Disposition, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MS, Real Estate Finance
Fairfield University 2005 — 2009
Bach. of Science, Marketing, Int'l Business
Boston College High School 2001 — 2005
HS diploma
Grand Coast Capital Group July 2015 - Present
Needham Bank April 2014 - July 2015
Admirals Bank April 2013 - January 2014
Loan Management Solutions November 2010 - March 2013
Skills
Financial Analysis, Portfolio Management, Marketing Research, Financial Modeling, Microsoft Excel, Asset Managment, Quantitative Research, Data Analysis, Investments, Real Estate Economics, Analytics, Analysis, PowerPoint, Disposition, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MS, Real Estate Finance
Fairfield University 2005 — 2009
Bach. of Science, Marketing, Int'l Business
Boston College High School 2001 — 2005
HS diploma
Jim Roberts, CAMS, CRCM's Needham Bank Experience June 2010 - Present
Job Vice President Compliance Officer at Needham Bank
Industry Financial Services
Experience
Needham Bank June 2010 - Present
Integrated Compliance Solutions March 2009 - June 2010
Lehman Brothers June 2004 - August 2008
Capital Crosing Bank 2004 - 2008
Fleet Bank December 1999 - May 2004
BankBoston September 1997 - November 1999
Skills
OFAC, Internal Audit, USA PATRIOT Act, Financial Risk, Internal Controls, AML, Commercial Lending, Loan Origination, Risk Management, Bank Secrecy Act, Auditing, KYC, Analysis, Risk Assessment, Banking, Financial Services, Operational Risk, Anti Money Laundering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MSF, Finance
Bryant University 1980 — 1984
BSBA, Accounting
Needham Bank June 2010 - Present
Integrated Compliance Solutions March 2009 - June 2010
Lehman Brothers June 2004 - August 2008
Capital Crosing Bank 2004 - 2008
Fleet Bank December 1999 - May 2004
BankBoston September 1997 - November 1999
Skills
OFAC, Internal Audit, USA PATRIOT Act, Financial Risk, Internal Controls, AML, Commercial Lending, Loan Origination, Risk Management, Bank Secrecy Act, Auditing, KYC, Analysis, Risk Assessment, Banking, Financial Services, Operational Risk, Anti Money Laundering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MSF, Finance
Bryant University 1980 — 1984
BSBA, Accounting
Victoria Hsu's Needham Bank Experience 2009 - 2014
Job Manager at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston February 2014 - Present
Needham Bank 2009 - 2014
State Street Bank 1994 - 2009
Loan Officer 1990 - 1994
Skills
Credit Risk, Alternative Investments, Credit, Portfolio Management, Capital Markets, Derivatives, Risk Management, Bloomberg, Financial Risk, Fixed Income, Equities, Asset Management, Securities, Loans, Financial Analysis, Quantitative Finance, Credit Analysis, FX Options
Education
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics, 3.4
The London School of Economics and Political Science (LSE) 1988 — 1989
TASIS 1985 — 1986
Federal Reserve Bank of Boston February 2014 - Present
Needham Bank 2009 - 2014
State Street Bank 1994 - 2009
Loan Officer 1990 - 1994
Skills
Credit Risk, Alternative Investments, Credit, Portfolio Management, Capital Markets, Derivatives, Risk Management, Bloomberg, Financial Risk, Fixed Income, Equities, Asset Management, Securities, Loans, Financial Analysis, Quantitative Finance, Credit Analysis, FX Options
Education
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics, 3.4
The London School of Economics and Political Science (LSE) 1988 — 1989
TASIS 1985 — 1986
Maria T. L. Sharpe's Needham Bank Experience February 1983 - Present
Job VP Human Resources at Needham Bank
Industry Banking
Experience
Needham Bank February 1983 - Present
Needham Bank February 1983 - Present
Skills
Retail Banking, Strategic Business..., Human Resources..., Personnel Management, Performance Management, Banking, Employee Benefits, Customer Service, Relationship Management, Loans, Training, Employee Relations
Education
Boston Latin School
Graduate School Of Banking
Human Resources Management
Northeastern University
Bachelor of Business Administration (BBA)
UMass Amherst, UMass Boston
Needham Bank February 1983 - Present
Needham Bank February 1983 - Present
Skills
Retail Banking, Strategic Business..., Human Resources..., Personnel Management, Performance Management, Banking, Employee Benefits, Customer Service, Relationship Management, Loans, Training, Employee Relations
Education
Boston Latin School
Graduate School Of Banking
Human Resources Management
Northeastern University
Bachelor of Business Administration (BBA)
UMass Amherst, UMass Boston
Mark Whalen's Needham Bank Experience April 2014 - April 2015
Job CEO at Needham Bank
Industry Banking
Experience
Needham Bank April 2014 - April 2015
Needham Bank April 2008 - April 2014
Needham Bank 2007 - 2008
Dedham Co-operative Bank 1999 - 2007
Dedham Co-operative Bank 1993 - 1999
Dedham Co-operative Bank 1989 - 1993
Dedham Co-operative Bank 1982 - 1989
Skills
Banking, Retail Banking, Relationship Management, Mortgage Lending, Fixed Income, Risk Management, Financial Analysis, Investments, Finance, Credit, Commercial Lending, Strategic Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1999
Certificate, Bank Financial Management
The University of Texas at Austin - Red McCombs School of Business 1993 — 1995
Certificate, Community Bank Financial Management
Arizona State University, W. P. Carey School of Business 1985 — 1986
Certificate, Management Development
Stonehill College
Bachelor of Arts (BA), Psychology
Xaverian Brothers High School
Diploma
Needham Bank April 2014 - April 2015
Needham Bank April 2008 - April 2014
Needham Bank 2007 - 2008
Dedham Co-operative Bank 1999 - 2007
Dedham Co-operative Bank 1993 - 1999
Dedham Co-operative Bank 1989 - 1993
Dedham Co-operative Bank 1982 - 1989
Skills
Banking, Retail Banking, Relationship Management, Mortgage Lending, Fixed Income, Risk Management, Financial Analysis, Investments, Finance, Credit, Commercial Lending, Strategic Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1999
Certificate, Bank Financial Management
The University of Texas at Austin - Red McCombs School of Business 1993 — 1995
Certificate, Community Bank Financial Management
Arizona State University, W. P. Carey School of Business 1985 — 1986
Certificate, Management Development
Stonehill College
Bachelor of Arts (BA), Psychology
Xaverian Brothers High School
Diploma
Kent Dermarderosian's Needham Bank Experience March 2010 - March 2011
Job Sales Manager Mercedes Benz Of Shrewsbury
Industry Automotive
Experience
Mercedes Benz Of Shrewsbury February 2014 - Present
Acura of Boston August 2011 - February 2014
Needham Bank March 2010 - March 2011
Bernardi Audi February 2001 - March 2010
Skills
Sales Management, Sales Process, CRM, Credit, Customer Service, Negotiation, Selling, Automotive, Sales
Education
Framingham State College 2001 — 2005
Bachelor's degree, Economics
Newton North High School 1995 — 1999
Mercedes Benz Of Shrewsbury February 2014 - Present
Acura of Boston August 2011 - February 2014
Needham Bank March 2010 - March 2011
Bernardi Audi February 2001 - March 2010
Skills
Sales Management, Sales Process, CRM, Credit, Customer Service, Negotiation, Selling, Automotive, Sales
Education
Framingham State College 2001 — 2005
Bachelor's degree, Economics
Newton North High School 1995 — 1999
Vikki Denaro's Needham Bank Experience April 2015 - Present
Job AVP Commercial Lending at Needham Bank
Industry Banking
Experience
Needham Bank April 2015 - Present
Avidia Bank September 2010 - April 2015
Boys and Girls Club of Assabet Valley 2012 - 2014
Wainwright Bank February 2010 - November 2010
Sovereign Bank 2002 - 2009
HSBC Business Credit, Inc. 1999 - 2002
FleetBoston Financial Corp. 1996 - 1999
BankBoston 1992 - 1996
Skills
Credit Analysis, Commercial Real Estate, Management, Structured Finance, Commercial Lending, Credit, Loans, Portfolio Management, Small Business Lending, Banking, Commercial Banking, Lines Of Credit, Credit Risk, Relationship Management
Education
Boston University Questrom School of Business 1986 — 1990
MBA, Management of Financial Services
Providence College 1979 — 1983
BA - Double Major, English & Psychology
Notre Dame HS of Fairfield 1975 — 1979
Diploma, College Prep
Needham Bank April 2015 - Present
Avidia Bank September 2010 - April 2015
Boys and Girls Club of Assabet Valley 2012 - 2014
Wainwright Bank February 2010 - November 2010
Sovereign Bank 2002 - 2009
HSBC Business Credit, Inc. 1999 - 2002
FleetBoston Financial Corp. 1996 - 1999
BankBoston 1992 - 1996
Skills
Credit Analysis, Commercial Real Estate, Management, Structured Finance, Commercial Lending, Credit, Loans, Portfolio Management, Small Business Lending, Banking, Commercial Banking, Lines Of Credit, Credit Risk, Relationship Management
Education
Boston University Questrom School of Business 1986 — 1990
MBA, Management of Financial Services
Providence College 1979 — 1983
BA - Double Major, English & Psychology
Notre Dame HS of Fairfield 1975 — 1979
Diploma, College Prep
Charlie Steele's Needham Bank Experience August 2007 - Present
Job Senior Vice President at Needham Bank
Industry Banking
Experience
Needham Bank August 2007 - Present
Education
Babson College 1975 — 1977
MBA, Finance
Boston University Questrom School of Business 1964 — 1968
BSBA, Finance
Needham Bank August 2007 - Present
Education
Babson College 1975 — 1977
MBA, Finance
Boston University Questrom School of Business 1964 — 1968
BSBA, Finance
Andrew Rafter's Needham Bank Experience December 2007 - Present
Job Vice President Commercial Lending at Needham Bank
Industry Banking
Experience
Needham Bank December 2007 - Present
Lee Imported Cars July 1997 - November 2007
Skills
Loans, Commercial Lending, Mortgage Lending, Banking, Credit, Commercial Banking, Credit Analysis, Retail Banking, Financial Analysis, Underwriting, Relationship Management, Portfolio Management, Credit Risk, Risk Management, Customer Service, Sales, Sales Management, Microsoft Excel, Investments, Small Business Lending, Salesforce.com, Consumer Lending, Cash Management, Commercial Mortgages, Mortgage Banking, Loan Origination
Education
University of Massachusetts, Amherst 1992 — 1997
BS, Sport Management
Needham Bank December 2007 - Present
Lee Imported Cars July 1997 - November 2007
Skills
Loans, Commercial Lending, Mortgage Lending, Banking, Credit, Commercial Banking, Credit Analysis, Retail Banking, Financial Analysis, Underwriting, Relationship Management, Portfolio Management, Credit Risk, Risk Management, Customer Service, Sales, Sales Management, Microsoft Excel, Investments, Small Business Lending, Salesforce.com, Consumer Lending, Cash Management, Commercial Mortgages, Mortgage Banking, Loan Origination
Education
University of Massachusetts, Amherst 1992 — 1997
BS, Sport Management
Kris D'Andrea's Needham Bank Experience April 2012 - Present
Job Branch Manager at Needham Bank
Industry Banking
Experience
Needham Bank April 2012 - Present
Citizens Bank March 2010 - April 2012
Bank of America March 2001 - October 2009
Rolf C. Hagen Inc. April 1994 - October 2000
Star Market 1988 - 1994
Skills
Relationship Management, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Loans, Banking, Credit, Branch Management, Loan Origination, Lines Of Credit, Wealth Management, Credit Risk, Management, Customer Service, Risk Management, Finance, Strategic Financial..., Small Business Lending, Underwriting
Education
Massachusetts College of Liberal Arts 1985 — 1988
Bachelor of Science (BS), Management
Needham Bank April 2012 - Present
Citizens Bank March 2010 - April 2012
Bank of America March 2001 - October 2009
Rolf C. Hagen Inc. April 1994 - October 2000
Star Market 1988 - 1994
Skills
Relationship Management, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Loans, Banking, Credit, Branch Management, Loan Origination, Lines Of Credit, Wealth Management, Credit Risk, Management, Customer Service, Risk Management, Finance, Strategic Financial..., Small Business Lending, Underwriting
Education
Massachusetts College of Liberal Arts 1985 — 1988
Bachelor of Science (BS), Management
Douglas Ashworth's Needham Bank Experience May 2011 - Present
Job at Needham Bank
Industry Banking
Experience
Needham Bank May 2011 - Present
Norwood Bank August 2008 - April 2011
Bank of America January 2001 - November 2007
Skills
Loans, Credit Analysis, Credit, Banking, Commercial Lending, Mortgage Lending, Credit Risk, Underwriting, Financial Analysis, Risk Management
Education
University of Vermont 1997 — 2000
BA, Economics
Boston University
Certificate, Commercial Real Estate Finance
Needham Bank May 2011 - Present
Norwood Bank August 2008 - April 2011
Bank of America January 2001 - November 2007
Skills
Loans, Credit Analysis, Credit, Banking, Commercial Lending, Mortgage Lending, Credit Risk, Underwriting, Financial Analysis, Risk Management
Education
University of Vermont 1997 — 2000
BA, Economics
Boston University
Certificate, Commercial Real Estate Finance
Jason Thibault, CAMS's Needham Bank Experience July 2015 - Present
Job VP BSA Manager at Needham Bank
Industry Financial Services
Experience
Needham Bank July 2015 - Present
Santander Bank, N.A. September 2014 - July 2015
East Boston Savings Bank October 2011 - September 2014
Citizens Bank April 2010 - October 2011
Progressive Insurance October 2008 - April 2010
Fidelity Investments October 2005 - July 2006
Skills
Certified Anti-Money..., Fraud, AML, Bank Secrecy Act, Lunch, Banking, KYC, OFAC, Anti Money Laundering, Financial Risk, Financial Services
Education
University of Massachusetts at Lowell 2002 — 2005
BS, Criminal Justice
Gardner High
Needham Bank July 2015 - Present
Santander Bank, N.A. September 2014 - July 2015
East Boston Savings Bank October 2011 - September 2014
Citizens Bank April 2010 - October 2011
Progressive Insurance October 2008 - April 2010
Fidelity Investments October 2005 - July 2006
Skills
Certified Anti-Money..., Fraud, AML, Bank Secrecy Act, Lunch, Banking, KYC, OFAC, Anti Money Laundering, Financial Risk, Financial Services
Education
University of Massachusetts at Lowell 2002 — 2005
BS, Criminal Justice
Gardner High
Laura Dorfman's Needham Bank Experience May 2012 - Present
Job Sr. Vice President at Needham Bank
Industry Banking
Experience
Needham Bank May 2012 - Present
East Boston Savings Bank December 2002 - May 2012
Education
Bentley University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Providence College 1978 — 1982
Bachelor of Arts (B.A.), Humanities
Needham Bank May 2012 - Present
East Boston Savings Bank December 2002 - May 2012
Education
Bentley University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Providence College 1978 — 1982
Bachelor of Arts (B.A.), Humanities
Doreen Gorman's Needham Bank Experience September 2006 - Present
Job
Industry Banking
Experience
Needham Bank September 2006 - Present
Education
Dean College 1982 — 1984
Associate's Degree, Business Administration and Management, General
Medfield High School 1972 — 1976
Needham Bank September 2006 - Present
Education
Dean College 1982 — 1984
Associate's Degree, Business Administration and Management, General
Medfield High School 1972 — 1976
Amanda Ramsden's Needham Bank Experience January 2014 - Present
Job Commercial Loan Administrator at Needham Bank
Industry Banking
Experience
Needham Bank January 2014 - Present
North Shore Bank April 2011 - January 2014
Framingham Co-operative Bank April 2007 - April 2011
St Mary's Credit Union November 2004 - April 2007
Skills
Banking, Commercial Banking, Commercial Lending, Loan Documents, Customer Service, Construction Loans, SBA, SBA 504, Loans, Loan Origination, Lines Of Credit, Small Business Lending, Deposits, Loan Servicing, Loan Modifications, Credit Unions, Community Banking, Financial Transactions
Education
New England College of Business and Finance 2013 — 2014
Accounting
Fitchburg State College 2005 — 2007
Accounting
Needham Bank January 2014 - Present
North Shore Bank April 2011 - January 2014
Framingham Co-operative Bank April 2007 - April 2011
St Mary's Credit Union November 2004 - April 2007
Skills
Banking, Commercial Banking, Commercial Lending, Loan Documents, Customer Service, Construction Loans, SBA, SBA 504, Loans, Loan Origination, Lines Of Credit, Small Business Lending, Deposits, Loan Servicing, Loan Modifications, Credit Unions, Community Banking, Financial Transactions
Education
New England College of Business and Finance 2013 — 2014
Accounting
Fitchburg State College 2005 — 2007
Accounting
Alexander Prohodski's Needham Bank Experience IT AnalystNeedham BankJune 2007 - April 2013
Job Assistant Vice President, Information Technology at Needham Bank
Industry Banking
Experience
Needham Bank IT AnalystNeedham BankJune 2007 - April 2013
Education
Bryant University 2003 — 2007
Computer Information Systems
Needham Bank IT AnalystNeedham BankJune 2007 - April 2013
Education
Bryant University 2003 — 2007
Computer Information Systems
Christine Moynihan's Needham Bank Experience 2002 - 2005
Job librarian assistant at NEEDHAM PUBLIC LIBRARY
Industry Libraries
Experience
NEEDHAM PUBLIC LIBRARY 2012 - Present
PETCO Animal Supplies, Inc. 2006 - 2012
Needham Bank 2002 - 2005
Skills
some computer, customer...
Education
University of Massachusetts Boston 1994 — 1996
Sociology
Needham High School
NEEDHAM PUBLIC LIBRARY 2012 - Present
PETCO Animal Supplies, Inc. 2006 - 2012
Needham Bank 2002 - 2005
Skills
some computer, customer...
Education
University of Massachusetts Boston 1994 — 1996
Sociology
Needham High School