Optima Bank & Trust
Founded: 2007
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Optima Bank & Trust Employees
Optima Bank & Trust October 2014 - Present
Optima Bank & Trust October 2014 - Present
New Hampshire Federal Credit Union April 2012 - Present
Colby Real Estate, Inc. January 2008 - September 2013
Brenda Hoefle's New Creations - Home Staging and Construction Work January 2005 - July 2008
Superior Coffee and Foods September 1990 - August 1997
Skills
Real Estate, First Time Home Buyers, Investment Properties, Sellers, Short Sales, New Home Sales, Listings, Buyer Representation, Condos, Single Family Homes, Relocation, Home, Residential Homes, Selling, Negotiation, Construction, Luxury, Waterfront, Vacation Homes, Microsoft Excel, Foreclosures, Buyers, Real Property, Sales
Education
NHTI- Concord, NH 1995 — 1999
Associate of Arts and Sciences (A.A.S.), Casting
Southern New Hampshire University 1985 — 1990
BA, Business Administration, B.A. Business Finance
Optima Bank & Trust October 2014 - Present
New Hampshire Renaissance Faire February 2011 - Present
Bank of America June 2008 - October 2014
Guiding Light 2007 - 2008
NH Exteriors 2005 - 2006
Skills
Retail Banking, Sales, Computers, Entertainment, Musicians, Financial Advisory, Business Solution, Consumer Electronics, Communication, Community Outreach, Business Planning, Mortgage Lending, New Business Development
Education
Southern NH University 2012 — 2016
Bachelor of Science (B.S.), Small Buisiness
Optima Bank & Trust 2014 - Present
Nationwide Insurance January 2013 - August 2014
Hampshire First Bank April 2009 - November 2011
Bank of America October 2004 - April 2009
Physicians Resources 1998 - 1999
Skills
Small Business Lending, Loans, Commercial Lending, Banking, Credit Analysis, SBA, Portfolio Management, Commercial Banking, Credit, Financial Analysis, Underwriting, Risk Management, Customer Service, Team Building, Leadership, Microsoft Excel, Budgets, Consumer Lending, Real Estate, Series 6, Mortgage Lending, Sales, Loan Origination, Finance, Insurance, Management, Retail Banking, Cash Management, Small Business, Investments, Cross Selling
Education
Leadership Greater Manchester
University of New Hampshire
Business Administration
3S Artspace January 2012 - Present
UNH Peter T. Paul Advisory Board October 2009 - Present
Optima Bank & Trust April 2007 - Present
PixelMEDIA, Inc. July 1994 - Present
Cabletron October 1991 - July 1994
Skills
Getting things done., Business Development, Salesforce.com, Social Media, Marketing Strategy, Non-profits, GTD, Leadership, E-commerce, Strategic Planning, SaaS, User Experience, Social Media Marketing, Email Marketing, Marketing Communications, Fundraising, New Business Development, Online Advertising, PPC, SEO, User Interface Design, Advertising, Start-ups, Product Management, Online Marketing, Strategic Partnerships, Business Strategy, Content Strategy, SEM, Web Analytics, Marketing, Google Analytics, Lead Generation, Account Management, Copywriting, Information Architecture, Digital Marketing, Cloud Computing, Customer Service, Digital Strategy, Strategy, Web Development, Integrated Marketing
Education
University of New Hampshire 1988 — 1992
Business Admin
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Optima Bank & Trust 2007 - Present
New Hampshire Historical Society 2001 - Present
Sununu Enterprises LLC 1999 - Present
NRCC 1995 - 1996
Romney for US Senate 1994 - 1994
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Massachusetts Institute of Technology 1986 — 1990
B.S.
Optima Bank & Trust January 2011 - Present
Citizens Bank June 2001 - February 2004
Skills
Banking, Credit, Credit Analysis, Loans, Financial Analysis, Commercial Banking, Retail Banking, Risk Management, Small Business Lending, Mortgage Lending, Lines Of Credit, Portfolio Management, Loan Origination, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2001
Master of Business Administration (MBA), Accounting and Business/Management
Fairfield University 1989 — 1993
Bachelor of Arts (B.A.), Politics / Modern Languages
Epsilon July 2014 - Present
Optima Bank & Trust March 2012 - July 2014
Optima Bank & Trust June 2011 - March 2012
TD Bank April 2010 - May 2011
J.Crew March 2010 - August 2010
Liberty Mutual May 2008 - December 2009
Sugarloaf/USA December 2007 - March 2008
University of Maine Graduate School October 2004 - December 2007
The First June 2005 - August 2007
Cornucopia June 2002 - September 2005
Skills
Customer Service, Outlook, Banking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Insurance, Process Improvement, Social Media, Research, Software Documentation, Sales, Data Analysis, Account Management
Education
University of Maine 2003 — 2007
Bachelor of Science, Business Administration with a concentration in Management
Wiscasset High School 1999 — 2003
Emerson Process Management - Virgo Valves July 2015 - Present
Fisher Controls Division of Emerson Process Management January 2014 - Present
Fisher Controls Division of Emerson Process Management July 2011 - December 2013
Optima Bank & Trust April 2007 - December 2011
Fisher Controls Division of Emerson Process Management September 2010 - June 2011
Fisher Controls Division of Emerson Process Management April 2010 - June 2011
Emerson Process Management August 2001 - March 2010
Emerson Process Management January 2001 - July 2001
Emerson Process Management April 1997 - December 2000
Emerson Process Management December 1994 - March 1997
Skills
Product Development, Continuous Improvement, Manufacturing, Cross-functional Team..., Change Management, Lean Manufacturing, Business Development, Management, Pricing, Leadership, Materials Management, Engineering, Human Resources, Strategic Planning, Customer Service, Supply Chain Management, Team Building, Training, Six Sigma, Program Management, New Business Development, Inventory Management, Start-ups, Integration
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, with Distinction, Operations Management
Brown University 1981 — 1986
ScB, Mechanical Engineering
Brown University 1981 — 1986
AB - Honors, Organizational Behavior and Management
Edward Little HS
Optima Bank & Trust December 2006 - Present
Education
San Francisco State University
Bank of New Hampshire December 2014 - Present
Optima Bank & Trust April 2013 - December 2014
People's United Bank 2004 - April 2013
TD Banknorth 1998 - 2003
Citizens Bank 1991 - 1998
Skills
Small Business Lending, Loans, Commercial Lending, Lines Of Credit, Banking, Small Business, Portfolio Management, Commercial Banking, Consumer Lending, Credit, Mortgage Lending, Cross Selling, Commercial Mortgages, Retail Banking, Loan Origination, Credit Analysis, Underwriting, Finance, Deposits, Mortgage Banking, Refinance, Financial Analysis, Investments, Wealth Management, Cash Management, Credit Risk, Due Diligence, Financial Services, Relationship Management, Branch Management
Education
Allegheny College
BA, Psychology
Leadership NH Class of 2012
Rensselaer Polytechnic Institute
MBA, Business
Liberty Mutual Insurance August 2014 - Present
Optima Bank & Trust June 2011 - November 2014
Optima Bank & Trust June 2010 - June 2011
Ocean Communities FCU September 2009 - June 2010
Skills
VMware ESXI, vSphere, Cisco Call Manager, Active Directory, HTML, SQL
Education
University of Maine 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Management
Optima Bank & Trust September 2007 - Present
Friends of the Earth, Sea & Space Center May 2003 - Present
Community Bank & Trust 2005 - 2007
Centrix Bank & Trust 2003 - 2005
Salem Five 2000 - 2005
Skills
Loans, Mortgage Lending, Risk Management, Small Business Lending, Customer Service, Strategic Planning, Banking, Commercial Lending, Financial Analysis, Retail Banking, Commercial Banking, Credit, Portfolio Management, Business Development, Finance, Social Networking, Analysis, Insurance, Underwriting, Consumer Lending, Loan Origination, Branch Management, Executive Management, Strategic Financial...
Education
Leadership Seacoast 2012 — 2012
Salem State University 1994 — 1998
Bachelor of Science, Accounting
Optima Bank & Trust September 2011 - Present
RMPI Consulting LLC April 2011 - September 2011
RMA - New England Chapter August 2006 - August 2011
GB Advisors Group December 2010 - March 2011
Boston Private Bank May 1998 - June 2010
BANKBOSTON, N.A., Boston, MA 1996 - 1998
BAYBANK, N.A., Burlington, MA 1989 - 1996
STATE STREET BANK & TRUST COMPANY January 1987 - January 1989
Skills
Credit Risk, Credit Analysis, Loan Structuring, Credit, Executive Management, Policy, Analysis, Credit Administration, Portfolio Management, Loans, Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Compliance, Real Estate, Risk, Due Diligence, Commercial Banking, Workout, Microsoft Office, Debt, Restructuring, Private Banking, Commercial Credit, Financial Modeling, Small Business Lending, Asset Based Lending, Customer Relations, Real Estate Finance, Middle Market, Commercial Mortgages, Mortgage Lending, Structuring, Construction Loans, Problem Solving, Financial Risk, Finance, Investments, Real Estate Economics, Commercial Real Estate, Consumer Lending, Lines Of Credit, Cash Flow, Retail Banking, Loan Origination, Financial Institutions, Asset Management, Real Estate Financing
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1986
Major -BA - Economics; Minor - Business Administration, Economics
Optima Bank & Trust January 2008 - Present
Degree Controls, Inc. September 2003 - Present
Intertek - ETL SEMKO Division 1997 - 2001
MCI 1984 - 1987
Education
American University - Kogod School of Business 1974 — 1978
MBA , BSBA
Linda Archambault Consulting February 2011 - Present
Optima Bank & Trust June 2008 - July 2011
Merrimack County Savings Bank 1979 - 2008
Merrimack County Savings Bank 1979 - 2008
Skills
Business Continuity..., IT Consulting, Knowledge of Fiserv,..., Business Continuity, Information Technology, Consulting, Banking
Education
Maine/NH School of Banking at Dartmouth
Finance
Southern New Hampshire University
BS, Business
Sprague Operating Resources LLC November 2014 - Present
Optima Bank & Trust March 2012 - November 2014
Old Navy October 2008 - June 2012
TD Bank Group May 2011 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Social Media, Research, Time Management, Data Analysis, Fundraising, Critical Thinking, Data Entry, Event Planning, Marketing, Teamwork, Analysis, Leadership, Social Networking, Sales
Education
Southern New Hampshire University 2012 — 2014
Bachelor of Science (B.S.), Business Studies in Accounting
Plymouth State University 2003 — 2008
Communication Studies
Optima Bank & Trust September 2009 - Present
Sovereign Bank 2007 - 2009
Bank of America 2006 - 2007
Bank of America 1999 - 2006
Bank of America 1997 - 1999
Bank of America 1996 - 1997
Bank of America 1994 - 1996
Skills
Business Development, Management, Banking, Sales, Marketing Strategy, Team Building, Portfolio Management, Loans, Project Management, Customer Service, Event Planning, Human Resources, Event Management, Nonprofits, Community Outreach, Teamwork, Retail Banking, Coaching
Education
Boston University Questrom School of Business 1999 — 2004
MBA, Strategic Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Business Adminstration
Optima Bank & Trust March 2007 - Present
Tricorp Federal Credit Union September 2004 - March 2007
First Signature Bank & Trust February 1989 - September 2003
Education
Southern New Hampshire University
Bachelor, Business and Finance
Optima Bank & Trust October 2007 - Present
The Music Hall, Portsmouth, NH May 2013 - Present
NHBR 2014 - 2014
Financial Managers Society, Inc 2008 - June 2013
StonehamBank 2000 - 2008
Andover Bank 1998 - 2008
. 2000 - 2007
Skills
Banking, Financial Reporting, Strategic Planning, Cash Management, Executive Management, Accounting, ALM, Internal Controls, Internal Audit, Financial Risk, Treasury Management, Commercial Banking, Retail Banking, Credit, Financial Analysis, Risk Management
Education
Southern New Hampshire University 1986 — 1989
MBA, MBA
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance July 2013 - August 2014
Liberty Mutual Insurance March 2010 - July 2013
Optima Bank & Trust May 2009 - March 2010
Liberty Mutual Insurance October 2007 - December 2008
Service Credit Union May 2005 - October 2007
Skills
Banking, Customer Service, Microsoft Office, Budgets, Credit, Loans, Social Media, Contract Negotiation, Public Speaking, Insurance, New Business Development, Outlook, Microsoft Excel, Analysis, Process Improvement, Access, Business Analysis, Finance, SharePoint, Visio, Operations Management, Business Requirements, Requirements Gathering, Vendor Management, Requirements Analysis
Education
Plymouth State University 2001 — 2005
B.S., Business Management
Steele Street Capital, LLC associated with Wells Fargo Advisors Financial Network May 2013 - Present
Optima Bank & Trust October 2012 - May 2013
People's United Bank July 2012 - October 2012
People's United Bank February 2011 - July 2012
People's United Bank June 2009 - February 2011
Joyful Noise Learning Center October 2005 - January 2009
Skills
Customer Service, Cross Selling, Financial Analysis, Sales, Risk Management, Microsoft Office, Operations Audit, Policy and Procedure, Finance, Commercial Lending
Education
University of New Hampshire 2006 — 2009
Associates, Business Management
Bow High School 2002 — 2006