Optima Bank & Trust

Description

Founded: 2007

Optima Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Optima Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Optima Bank & Trust Employees

Employee
Years
Job
Industry
Brenda Hoefle Brenda Hoefle Portsmouth, New Hampshire Details
Brenda Hoefle's Optima Bank & Trust Experience October 2014 - Present
Job Mortgage Loan Officer at Optima Bank & Trust
Industry Banking
Experience
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

Jesse Bolin Jesse Bolin Greater Boston Area Details
Jesse Bolin's Optima Bank & Trust Experience October 2014 - Present
Job Private Banker at Optima Bank & Trust
Industry Banking
Experience
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

Christopher Blais Christopher Blais Bedford, New Hampshire Details
Christopher Blais's Optima Bank & Trust Experience 2014 - Present
Job AVP/Branch Manager at Optima Bank & Trust
Industry Banking
Experience
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

Erik Dodier Erik Dodier Greater Boston Area Details
Erik Dodier's Optima Bank & Trust Experience April 2007 - Present
Job CEO, PixelMEDIA
Industry Internet
Experience
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

Michael Sununu Michael Sununu Greater Boston Area Details
Michael Sununu's Optima Bank & Trust Experience 2007 - Present
Job Managing Director at Sununu Enterprises LLC
Industry Management Consulting
Experience
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.

Joyce Holland Joyce Holland York, Maine Details
Joyce Holland's Optima Bank & Trust Experience January 2011 - Present
Job Credit Officer, VP
Industry Banking
Experience
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

Erin Oberuch Erin Oberuch Wakefield, Massachusetts Details
Erin Oberuch's Optima Bank & Trust Experience March 2012 - July 2014
Job Business Systems Analyst at Epsilon
Industry Information Services
Experience
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

Chris Scales Chris Scales Greater Boston Area Details
Chris Scales's Optima Bank & Trust Experience April 2007 - December 2011
Job Vice President Finance and Planning at Emerson Process Management Virgo Valves
Industry Machinery
Experience
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

Daniel Morrison Daniel Morrison Greater Boston Area Details
Daniel Morrison's Optima Bank & Trust Experience December 2006 - Present
Job Chairman & CEO, Optima Bank & Trust
Industry Banking
Experience
Optima Bank & Trust   December 2006 - Present

Education
San Francisco State University

Janet Ackerman Janet Ackerman Greater Boston Area Details
Janet Ackerman's Optima Bank & Trust Experience April 2013 - December 2014
Job Vice President at Bank of New Hampshire
Industry Banking
Experience
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

Chris Spring Chris Spring Dover, New Hampshire Details
Chris Spring's Optima Bank & Trust Experience June 2011 - November 2014
Job Liberty Mutual
Industry Information Technology and Services
Experience
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

Robert Gagnon Robert Gagnon Greater Boston Area Details
Robert Gagnon's Optima Bank & Trust Experience September 2007 - Present
Job Your Local Banking Professional
Industry Banking
Experience
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

Grey Bowden Grey Bowden Portsmouth, New Hampshire Details
Grey Bowden's Optima Bank & Trust Experience September 2011 - Present
Job Vice President / Senior Credit Officer at Optima Bank & Trust
Industry Banking
Experience
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

Jag Sisodia Jag Sisodia Greater Boston Area Details
Jag Sisodia's Optima Bank & Trust Experience January 2008 - Present
Job Director at Optima Bank & Trust
Industry Electrical/Electronic Manufacturing
Experience
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 Perry Archambault Linda Perry Archambault Greater Boston Area Details
Linda Perry Archambault's Optima Bank & Trust Experience June 2008 - July 2011
Job Business Continuity and IT Consultant
Industry Banking
Experience
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

Sean Greenlaw Sean Greenlaw Portsmouth, New Hampshire Details
Sean Greenlaw's Optima Bank & Trust Experience March 2012 - November 2014
Job Sprague Operating Resources, LLC
Industry Accounting
Experience
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

Alyson Graybill Alyson Graybill Greater Boston Area Details
Alyson Graybill's Optima Bank & Trust Experience September 2009 - Present
Job VP, Branch Manager at Optima Bank & Trust
Industry Banking
Experience
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

Pamela A. Morrison Pamela A. Morrison Greater Boston Area Details
Pamela A. Morrison's Optima Bank & Trust Experience March 2007 - Present
Job Founder and Senior Executive of Optima Bank & Trust
Industry Banking
Experience
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

Edwin Garside Edwin Garside Greater Boston Area Details
Edwin Garside's Optima Bank & Trust Experience October 2007 - Present
Job EVP CFO Treasurer Optima Bank & Trust Company
Industry Banking
Experience
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

Eric Potter Eric Potter Greater Boston Area Details
Eric Potter's Optima Bank & Trust Experience May 2009 - March 2010
Job Business Systems Analyst II at Liberty Mutual Insurance
Industry Insurance
Experience
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

Laura Mooney Laura Mooney Greater Boston Area Details
Laura Mooney's Optima Bank & Trust Experience October 2012 - May 2013
Job Client Service Assistant at Steele Street Capital
Industry Banking
Experience
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