Rockland Trust Company
Industry: Commercial bank
DescriptionRockland Trust is a commercial bank based in Rockland, Massachusetts that serves Southeastern Massachusetts, Coastal Massachusetts, Cape Cod, and Boston's MetroWest. Established in 1907 as Rockland Trust Company. Headquarters: Rockland, MA CEO: Christopher Oddleifson Parent organization: Independent Bank Corp. SVP: Maria Harris (Director Of Human Resources) Total assets: 7.7 billion USD (2017) Number of employees: 1,000
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Rockland Trust Company Employees
Silicon Valley Bank March 2014 - Present
Silicon Valley Bank April 2013 - November 2013
Silicon Valley Bank December 2012 - April 2013
Rockland Trust Company October 2011 - December 2012
Rockland Trust Company November 2010 - October 2011
AJ Wright June 2006 - October 2010
AJ Wright June 2006 - October 2010
Skills
Banking, Loans, Customer Service, Financial Analysis, Credit, Microsoft Excel, Lines Of Credit, Sales Management, Cash Management, Sales, Consumer Lending, Bloomberg, Cash Flow, Retail Banking, Human Resources, Time Management
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Waltham High School 2003 — 2007
Rockland Trust September 2014 - Present
Rockland Trust May 2014 - August 2014
Rockland Trust Company February 2012 - May 2014
The Colbent Corporation October 2011 - February 2014
TD Bank Group October 2010 - October 2011
TD Bank Group October 2010 - April 2011
Caitlin Raymond International Registry September 2009 - January 2011
Skills
PowerPoint, Customer Service, Leadership, Sales, Banking, Microsoft Excel, Retail, Outlook, Time Management, Team Building, Teamwork, Data Entry, Management, Interviews, Team Leadership, Microsoft Office
Education
New England College of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Massasoit Community College 2012 — 2013
Nursing/Health Sciences
Some College; New England Tech 2009 — 2010
Architecture
Rockland Trust Company December 2012 - Present
Rockland Trust Company June 2011 - November 2012
VCA Antech February 2010 - June 2011
Santander Bank, N.A. October 2009 - February 2010
Blue Cross Blue Shield of Massachusetts March 2006 - October 2009
Blue Cross Blue Shield of Massachusetts August 2004 - March 2006
Rockland Trust May 2000 - January 2004
Skills
Process Improvement, Banking, Project Management, Outlook, Analytics, Organizational..., Software Quality..., Data Analysis, Research, Usability Testing, Process Optimization, Internal Controls, User Interface, Project Delivery, Disclosure Statements, Marketing Communications, Digital Media, Microsoft Office, Teamwork, Microsoft Excel, Writing, Microsoft Word, Windows, PowerPoint, Retail Banking, Compliance, Loans, Channel, Employee Benefits, Health Insurance, Interviews, Networking, Psychology, Quality Assurance, Customer Satisfaction, Customer Service, Mentoring, Customer Experience, Sales, Communication, NACHA
Education
Merrimack College 2000 — 2004
Bachelor of Arts (BA), Psychology
Boston University school of Criminal Justice January 2013 - Present
Keiser University June 2009 - May 2012
Sanford Police Department 2010 - 2010
Aramark Uniform Services September 2005 - April 2009
Aramark Uniform Services September 2005 - April 2009
Rockland Federal Credit Union September 2003 - August 2005
Rockland Trust Company September 2000 - June 2002
Rockland Trust Company January 2000 - January 2002
Skills
Research, Customer Service, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Outlook, Teaching, Event Planning, Community Outreach, Coaching, Staff Development, Public Relations, Event Management, Non-profits, Higher Education, Crime Scene..., Crime Scene Photography, Bloodborne Pathogens, Blood Stain Analysis, Evidence Collection, Rules Of Evidence, Chian of Custody for..., Photography, Digital Photography, Forensic Analysis, Forensic Anthropology, footware impressions, Fingerprinting, Fingerprint, Terrorism, forensic behavioral..., Cybercrime, victimology, Criminology, White Collar Crime, Procurement, Drawing Blood, Microsoft Excel, National Honor Society, Crime and Punishment, Crime Scene Safety
Education
Massasoit Community College/ Keiser University 2000 Rockland High School 2009 — 2012
diploma, Bachelor of Science Forensic Investigations/Associates of Science Crime Scene Technlogy
Keiser College 2009 — 2010
AS, Crime Scene Technology
Rockland Trust Company October 2014 - Present
Rockland Trust Company March 2006 - Present
Skills
Mortgage Lending, Blogging, Credit, Social Media, Mortgage Banking, Event Planning, Marketing, Social Media Marketing, Microsoft Office, Retirement Planning, Creative Writing, Sales, Wrestling, Chess, Bricklaying, Investments, Customer Service, Residential Mortgages, Commercial Lending, Banking, Underwriting, Small Business, Public Speaking, Leadership, Management, Customer Satisfaction, Basketball, Business Alliances, Customer Retention
Education
Bridgewater State University 2002 — 2005
Bachelor's Degree, Communications
Massachusetts Bay Community College 1995 — 1998
Associates Degree, Liberal Arts and Sciences/Liberal Studies
Falmouth High School 1990 — 1994
Rockland Trust Company February 2015 - Present
Rockland Trust Company January 2012 - Present
Rockland Trust July 2009 - January 2012
Babson Capital Management April 2008 - July 2009
First Pioneer Farm Credit, ACA June 2004 - April 2008
Skills
Loans, Credit, Underwriting, Credit Analysis, Finance, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Banking, Commercial Lending, Financial Modeling, Mortgage Lending, Analysis, Commercial Banking, Investments, Relationship Management, Small Business Lending
Education
University of Massachusetts, Amherst 2007 — 2010
MBA, Management
Cornell University 2000 — 2004
BS, Applied Economics and Management
Rockland Trust Company May 2009 - Present
Benjamin Franklin Savings Bank May 1998 - May 2009
Benjamin Franklin Savings Bank July 1995 - May 1998
Milford Federal Savings & Loan October 1993 - June 1995
Milford Federal Savings & Loan August 1989 - September 1993
Skills
Credit, Mortgage Banking, Commercial Banking, Lines Of Credit, Refinance, Branch Operation, Retail Banking, Mortgage Lending, Personal Banking, Consumer Lending, Investment Promotion, Branch Management, Loan Servicing, Home Equity Lines of..., Home Equity Loans, Deposits, Asset Based Lending, Small Business Lending
Education
Babson College 1998 — 2000
Certificate of Financial Studies
Newbury College 1995 — 1998
Associate of Science (A.S.), Business Administration and Management, General
Bridgewater Savings Bank October 2014 - Present
TD January 2010 - October 2014
New Bedford Area Chamber of Commerce 2014 - 2014
Rockland Trust Company March 2006 - January 2010
Skills
Relationship Management, Credit, Small Business Lending, Commercial Lending, Banking, Credit Analysis, Commercial Banking, Loans, Portfolio Management, Finance, Cross Selling, Business Development, Sales, Leadership, Coaching, Training, Retail Banking
Education
New England College of Business and Finance 2006 — 2008
Bridgewater State University 1996 — 1999
Business Management, Accounting & Finance
Rockland Trust Company February 2012 - Present
Citizens Bank January 2008 - February 2012
CITIZENS FINANCIAL GROUP February 2005 - December 2007
Healy and Healy, CPA's October 2003 - February 2005
Southcoast Mortgage and Investments September 2002 - October 2003
Massachusetts Division of Banks May 1998 - September 2002
Skills
Banking, Bank Secrecy Act, Loans, Mortgage Banking, Credit, Consumer Lending, Credit Risk, AML, Fair Lending, Risk Management, Commercial Lending, Credit Analysis, Mortgage Lending, Financial Risk, Loan Origination, Retail Banking, Underwriting, Financial Services, Internal Audit, Loan Servicing, Operational Risk...
Education
CBA Graduate School of Retail Bank Management 2007 — 2009
Bridgewater State College 1996 — 1997
Masters of Education, Health Promotion
Bridgewater State College 1988 — 1992
Bachelor of Science, Finance
Beth Israel Deaconess Hospital-Plymouth May 2015 - Present
Beth Israel Deaconess Hospital-Plymouth January 2013 - May 2015
Rockland Trust Company May 2008 - January 2013
Texas Roadhouse February 2009 - June 2010
YMCA January 2010 - May 2010
Skills
HRIS, PowerPoint, Customer Service, Microsoft Excel, Human Resources, Office Administration, Data Entry, Spreadsheets, Data Analysis, Public Speaking, Outlook, ADP Payroll, Critical Thinking, Kronos, Compensation, Job Descriptions, Performance Management, Performance Appraisal
Education
Endicott College 2015 — 2016
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Bryant University 2012 — 2013
Certificate, Human Resources Management and Services
Stonehill College 2007 — 2011
Bachelor of Arts, Communications
Staples April 2014 - Present
Staples August 2008 - April 2014
Staples Inc 2006 - 2008
Staples September 2003 - April 2006
Rockland Trust Company June 1999 - September 2003
Skills
Forecasting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Microsoft Excel, Account Reconciliation, Microsoft Office, Microsoft Word, Access, PowerPoint
Education
Bay Path College 2006 — 2008
Bachelor of Science, Business
Fitchburg State College 1997 — 1999
AmWINS Group November 2012 - Present
Codman, a Johnson & Johnson Company June 2012 - November 2012
Providence Equity Partners June 2007 - January 2011
Rockland Trust Company September 2006 - June 2007
Webster Bank February 1998 - July 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Auditing, QuickBooks, Microsoft Excel, Access, Outlook, Budgets, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Finance
Education
Johnson and Wales University 2000 — 2002
Master of Business Administration (MBA), Financial Management
Johnson and Wales University 1993 — 1997
Bachelor of Science (BS), Accounting
Rockland Trust Company May 2010 - November 2013
Boston Museum of Science May 2011 - August 2011
Hamilton College March 2009 - March 2010
Skills
Multitasking Skills, Organization, Event Planning, Baking, Cooking, Photography, Receptionist Duties, Interpreting, Community Outreach, Academic/Peer Tutoring, Writing, Set Decoration, Charismatic Leadership, Hiking, Camping, Banking
Education
Hamilton College 2008 — 2012
Bachelor of Arts (BA), Geosciences
Veliotis Electric November 1999 - Present
home March 2015 - Present
Southcoast Geriatric Associates DBA ACO Health Solutions January 2014 - March 2015
Rockland Trust Company 2006 - 2012
Citizens Bank September 1999 - September 2000
Skills
Retail Banking, Branch Banking, Commercial Banking, Software, Accounting, Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Accountability, Cash Management, Cashiering, Cash Receipts, Cash Register, Customer Service, Coordination, Certified Nurses..., Microsoft Office, Office Management, Office Equipment, Front Office, General Ledger, Balance Sheet, Invoicing, Payment Card Processing, Home Care, Childcare, Negotiation, Strategic Planning, Problem Solving, Transportation, Social Skills, Social Networking, Multi Tasking, Analysis
Education
Southeastern Technical Institute 2012 — 2013
Certified Medical Assistant, Medical/Clinical Assistant
Southeastern Regional Voc / Tech HS 1983 — 1987
Certified Nurses Assistant, Health Services
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
Somethings Bloomin' June 2009 - Present
Key Floral March 2008 - June 2009
Lollipops and Roses September 2007 - February 2008
Bra-Wey Florist March 2005 - September 2007
Pillsbury Florist February 2004 - February 2004
Rockland Trust Company September 1998 - January 1999
Bank of Braintree October 1992 - May 1995
Star Market September 1991 - April 1993
Skills
Floral Design, Cash Handling, Cash Register, Customer Service, Customer Support, Floriculture, Retail, Inventory, Merchandising, Visual Merchandising, Shipping & Receiving, Banking, Bartending, Multi-line Phone, Receptionist Duties, Food Preparation, Management, Microsoft Word
Education
American College of Healthcare Sciences 2014 — 2015
Riitners School of Floral Design 2003 — 2004
Diploma, Floral Design/ Floral Shop Management
New England School of Bartending 1996 — 1996
License, Bartending/Bartender
Northeastern University 1994 — 1995
Accounting / Economics
Quincy College 1993 — 1994
Accounting / Economics
Apponequet Regional High School September 2013 - Present
Rockland Trust Company October 2008 - Present
Education
New England College of Business and Finance 2013 — 2015
Master's Degree
New England College of Business and Finance 2011 — 2013
Bachelor's degree
New England College of Business and Finance 2008 — 2011
Associate's degree
Fitchburg State University 2000 — 2001
Middleboro High School 1997 — 2000
Financial Engines March 2013 - June 2015
Retirement Educators, Inc October 2011 - March 2013
The Boston Company Asset Management LLC 2006 - 2009
Rockland Trust Company 2003 - 2006
MetLife 2000 - 2002
PUTNAM INVESTMENTS, Boston, MA 1996 - 2000
State Street 1991 - 1996
State Street Bank 1987 - 1991
Lexington Insurance Company 1977 - 1987
Skills
Client Retention, Building Strategic..., Cross-functional Team..., P&L Management, MS Office Suite, Strategic Communications, Contract Negotiation, Problem Solving, Presentations, RFP, Pensions, Retirement, Financial Risk, Key Account Management, Knowledge Management, Leadership, Negotiation, New Business Development, Non-profits, Strategic Planning, Series 65, Alternative Investments, CRM, Customer Retention, Financial Services, Bloomberg, FINRA, Financial Modeling, Financial Advisory, Relationship Management, Retirement Planning, 401k, Investment Advisory, Investments, Portfolio Management, Strategic Partnerships, Mutual Funds, Strategy, Microsoft Office, Series 63, Asset Management, Management
Education
Harvard University 1987 — 1990
CSS
University of Massachusetts Boston
Bachelor's Degree
People's United Bank May 2014 - Present
Rockland Trust Company May 2010 - May 2014
Sovereign Bank November 1992 - May 2010
Sovereign Bank November 1992 - May 2010
Fleet Bank 1992 - 2000
BayBank 1987 - 1992
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Banking, Middle Market, Lines Of Credit, Credit, Asset Based Lending, Commercial Mortgages, Portfolio Management, Mortgage Lending, Loan Origination, Cash Flow Lending, Construction Loans, Consumer Lending, Underwriting, Credit Risk
Education
Framingham State University
Rockland Trust April 2014 - Present
Rockland Trust Company March 2008 - April 2014
Slade's Ferry Bank January 2005 - March 2008
Citizens Bank August 2003 - January 2005
Finlay Fine Jewelry July 2002 - August 2003
Skills
Small Business Lending, Banking, Loans, Consumer Lending, Credit Analysis, Credit, Retail Banking, Customer Service, Team Building, Lines Of Credit, Branch Banking, Commercial Banking, Mortgage Lending, Mortgage Banking, Cross Selling, Refinance, Deposits, Outlook, Financial Risk
Education
Bridgewater State College
Bachelor of Science, Business Management
Dean Junior College
Associate of Science (A.S.), Business Administration and Management, General
Rockland Trust Company June 2012 - Present
The Community Bank July 2010 - June 2012
The Community Bank 2007 - July 2010
Sovereign Bank 2001 - 2006
Sovereign Bank January 1995 - December 2000
Bank of Boston 1980 - 1992
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Commercial Banking, Commercial Mortgages, Credit Risk, SBA, Risk Management, Asset Based Lending, Cash Flow Lending, C, Retail Banking, Banking, Financial Analysis, Mortgage Lending, Lines Of Credit, Consumer Lending, Loan Origination, Cash Management, Cross Selling, Financial Risk, Deposits, Underwriting, Mortgage Banking, Relationship Management, Financial Structuring, Loan Servicing, Bank Secrecy Act, Wealth Management, Home Equity Loans
Education
Eastern Nazarene College 2004 — 2006
BSBA
Northeastern University 1984 — 1986
AS, Finance
Rockland Trust Company August 2013 - Present
Rockland Trust Company March 2011 - August 2013
G.T. Reilly & Company August 2009 - February 2011
Vitale, Caturano & Company September 2006 - August 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MSA, Accountancy
Bentley University 2002 — 2006
BS, Accounting
TFC Financial Management February 2013 - Present
Rockland Trust Company June 2008 - January 2013
GIC Group January 2010 - May 2010
Education
College for Financial Planning 2013 — 2014
Registered Paraplanner Certificate, Financial Planning and Services
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management
Hingham High School 2003 — 2007
Rockland Trust Company November 2005 - Present
Rockland Trust November 2001 - September 2005
Rockland Trust August 1994 - November 2001
Skills
Banking, Loans, Credit, Commercial Lending, Retail Banking, Financial Services, Small Business Lending, Internet Banking, Consumer Lending, Branch Banking, Customer Retention, Mortgage Lending, Leadership, Operational Efficiency, Operations Management
Education
Babson College 2008 — 2009
School of Financial Studies
New England College of Finance 1991 — 1994
Marketing, Branch Management
University of Massachusetts Boston 1985 — 1988
Nursing
Rockland Trust Company February 2012 - Present
Brophy & Leonard, LLC November 2007 - February 2012
Cody & Cody, LLC November 2000 - November 2007
Cohasset Conservation Commission 2000 - 2004
Law Offices of William T Kennedy April 1995 - March 1998
Massachusetts Office of the Attorney General, Consumer Protection Bureau May 1993 - November 1993
New England School of Law Library September 1992 - December 1992
Massachusetts Office of the Attorney General September 1992 - December 1992
Bank of New England November 1986 - November 1990
Koff & Lawson April 1985 - November 1986
Skills
Negotiation, Conflict Resolution, Report Writing, Real Estate, Probate, Mediation, Problem Solving, Trusts, Estate Planning, Wills, Guardianship, Elder Law, Estate Administration
Education
Cape Mediation 2007 — 2007
Mediation Skills Training
New England School of Law 1988 — 1992
Juris Doctor, Law
Fitchburg State University 1975 — 1981
B.S, Communications
KPMG January 2009 - Present
Rockland Trust Company 2003 - 2008
Wachovia 1996 - 2003
Citibank Credit Card Division 1994 - 1996
Skills
Credit Risk, Economics, Quantitative Analysis, Credit Operations, Credit, Loss Mitigation, Risk Management, Portfolio Management, Underwriting, Financial Modeling, Leadership Development, Finance, Strategy, Banking, Loans, Financial Analysis, Mortgage Lending, Financial Risk, Quantitative Analytics
Education
Virginia Commonwealth University - School of Business 1992 — 1994
Masters, Economics
James Madison University 1984 — 1988
Business Administration, Finance and Economics
Rockland Trust May 2015 - Present
Rockland Trust Company November 2012 - May 2015
Rockland Trust Company November 2011 - November 2012
Rockland Trust Company October 2011 - December 2011
Rockland Trust Company May 2008 - October 2011
Dick's Sporting Goods September 2009 - May 2011
Skills
Retail Banking, Banking, Customer Service, Cash Management, Accounting, Microsoft Office, Auditing, PowerPoint, Operations Management, Horizon and Teller Pro..., Compliance, Cash Handling, Cash Opportunity, Minitab Statistical..., Dreamweaver, HTML, Microsoft Access, Notary Public, Process Improvement, Process Management, Data Management, Aquisition, Branch Administration, Branch Operation, Access, Microsoft Word, Loans, Commercial Banking, Management, Credit, Consumer Lending
Education
Simmons College 2014 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, Finance and Operations Management
Marshfield High School 2003 — 2007
Jade Staffing LLC 2010 - Present
Professional Mortgage Advisors, Inc. November 2001 - November 2008
Rockland Trust Company October 2004 - January 2005
Zurich Scudder Investments May 2001 - August 2001
Ropes & Gray LLP March 2001 - May 2001
Manulife Financial October 2000 - February 2001
Scudder Kemper Investments May 2000 - August 2000
Manning Associates January 1999 - January 2000
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Sourcing, Interviews, Screening Resumes, Applicant Tracking..., HR Consulting, Temporary Placement, Employee Benefits, Internet Recruiting, HRIS, Employee Relations, Staffing Services
Education
Boston University 1994 — 1997
Masters, MSW
Binghamton University 1991 — 1994
BS, Psychology
FDR 1988 — 1991
High School
Lone Beacon Media September 2013 - Present
The Preston Companies September 2012 - September 2013
Preston Leasing Corporation September 2012 - September 2013
WedgE Online September 2012 - September 2013
Preston Marketing Concepts September 2012 - September 2013
Piece by Piece Movers, LLC. August 2012 - October 2012
Rockland Trust Company July 2012 - August 2012
Bentley University December 2010 - May 2011
Vector Marketing 2011 - 2011
VPG Integrated Media 2008 - 2010
Skills
Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Sales, Outlook, Microsoft Word, Access, Customer Service, Public Speaking, Leadership, Finance, Social Media, OneNote, Crystal Ball, Photoshop, Social Media Marketing, Project Management, Peachtree, Research, Microsoft Publisher, Event Planning, Facebook, Bloomberg Terminal, FactSet, Microsoft Access, SAP, Financial Modeling, Office 365, Salesforce.com System..., VBA, Macro, Constant Contact, Web Analytics
Education
Bentley University 2010 — 2014
Bachelor's, Finance, General
Weymouth High School 2006 — 2010
Green Charge Networks July 2015 - Present
Green Charge Networks April 2014 - July 2015
ICF International June 2011 - April 2014
Manomet Center for Conservation Sciences December 2010 - January 2011
Rockland Trust Company May 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Policy Analysis, State Energy Programs, State Energy Policy, Proposal Writing, Technical Writing, Economic Modeling, Regulatory Impact..., Economic Analysis, Market Analysis, Clean Energy..., Energy Efficiency, Market Research, Economics, Report Writing
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics, Spanish
Universidad de Málaga 2009 — 2009
General Spanish Immersion Program
RESCUE ME, by Sunny Side Design September 2013 - Present
Self-employed 2001 - Present
PR Works 2003 - 2012
Rockland Trust Company 2002 - 2012
Giga Information Group 1999 - 2001
Education
Bentley College 1993 — 1997
Bachelor's degree, Business/Corporate Communications
Rockland Trust Company November 2007 - Present
O'Connell Investment Services January 1997 - November 2007
Citizens Bank May 1992 - December 1996
Old Stone Trust Company May 1985 - May 1992
Bank of Boston October 1980 - May 1985
Skills
Microsoft Office, Financial Planning, Wealth Management, Strategic Financial..., Financial Analysis, Retirement Planning
Education
Hartwick College 1976 — 1980
BA, Management
GE Capital July 2013 - Present
GE Capital March 2010 - June 2013
Orange Leaf Frozen Yogurt 2013 - 2013
Rockland Trust Company June 2006 - March 2010
GE Capital 2010 - 2010
SunGard Trading & Risk Systems November 1999 - May 2006
USTrust 1996 - 2000
Skills
Banking, Risk Management, Budgeting, MIS, Financial Analysis, Funds Transfer Pricing, Budgets
Education
Bentley University 1996 — 1996
Bentley University 1993 — 1996
Bentley University 1992 — 1996
BS, Accounting
Rockland Trust Company September 2007 - Present
Rockland Trust 2007 - 2010
Ivy Mortgage / Gateway Funding January 2003 - August 2007
Skills
Credit, Risk Management, Credit Analysis, Credit Risk, Portfolio Management, Customer Service, Microsoft Excel, Financial Analysis, Budget, Business Analysis, Mortgage Banking, Microsoft Word, Underwriting, Outlook, Microsoft Office, Business Development, Composition, Organization, Problem Solving, Strategic Planning, Commercial Banking, Commercial Lending, Small Business, Certified Mortgage..., Lines Of Credit, Retail Banking, FHA, Small Business Lending, Remote Deposit Capture, Middle Market, Cross Selling, Consumer Lending, Loan Origination, Finance, Cash Management
Education
Bridgewater State College 1988 — 1990
Music Teacher Education
SMU 1985 — 1990
Music Therapy/Therapist
Rockland Trust Company July 2000 - Present
Heller, Levin & Seksay, P.C. April 1991 - May 2000
Choate, Hall & Stewart September 1984 - April 1991
Skills
Mergers & Acquisitions, Bank Mergers, Corporate Governance, Financial Services, Corporate Law, Commercial Banking, Public Company..., Banking, Securities Regulation, Contract Negotiation, Strategic Planning, Securities, Banking Law, Due Diligence, Commercial Litigation, Mergers, Courts
Education
Suffolk University Law School 1981 — 1984
J.D., Law
College of the Holy Cross 1976 — 1980
A.B., English
Saint Ignatius High School 1972 — 1976
Rockland Trust Company November 2010 - Present
AJ Wright August 2006 - December 2009
Education
Boston College 2007 — 2011
BA, Economics
Waltham High School 2007 — 2011
Diploma
South Shore Bank 2001 - July 2015
Rockland Trust Company November 1997 - October 2001
Cambridgeport Bank 1994 - 1996
Boston Five Cents Savings Bank September 1972 - March 1994
Skills
Banking, Business Development, Commercial Banking, Underwriting, Team Building, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Due Diligence, Finance, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Residential Mortgages, Risk Management, Sales, Small Business Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1974 — 1977
MBA, Finance
Amherst College 1968 — 1972
Bachelor of Arts (BA), Political Science
TIAA-CREF November 2014 - Present
Rockland Trust Company March 2009 - November 2014
Bridgewater Savings Bank September 2008 - March 2009
Bristol County Savings Bank October 2005 - October 2008
American Express Financial Advisors October 1997 - November 2004
Skills
Finance, Investment Advisory, FINRA, Fixed Income, Equities, Certified Financial..., Investment Strategies, Relationship Management, Pensions, Risk Management, 401k, Trust Services, Business Development
Education
Harvard University Graduate School of Education 1996 — 1997
Ed.M
University of Notre Dame 1990 — 1994
B.A.
Wellesley Bank April 2014 - Present
Wellesley Bank November 2009 - April 2014
Rockland Trust Company June 2003 - November 2009
Skills
Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Real Estate, Asset Based Lending, Small Business Lending, SBA, Commercial Mortgages, Finance, Commercial Banking, Financial Analysis, Loan Origination, Credit Analysis
Education
Adelphi University 1988 — 1991
Bachelor's Degree, Finance, General
Wayland High School 1980 — 1984
Diploma
Rockland Trust May 2014 - Present
Rockland Trust Company September 2010 - Present
Sovereign Bank June 2006 - September 2010
Citizens Bank April 1999 - June 2006
Plymouth Savings Bank June 1986 - April 1999
Bank of Braintree September 1983 - June 1986
Skills
Credit Analysis, Banking, Loans, Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Asset Based Lending, Portfolio Management, Consumer Lending, Commercial Lending, Cross Selling, Loan Origination, Underwriting, Cash Management, Risk Management, Commercial Banking
Education
Bridgewater State College 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Rockland Trust Center for Learning and Development
Developing Managerial Capabilites
American Institute of Banking
Business Law and Fundamentals of Commercial Banking
National Commercial Loan Graduate School
OMEGA-Citizens Bank
Development program on enhancing credit skills
Robert Morris Associates: New England Chapter
Resident Loan Officer Seminar
The School of Banking
U.S Small Business Administration
Bank Officer's Training Program
Cape Capture Photo Booth February 2014 - Present
Rockland Trust Company July 1999 - Present
Skills
Customer Service, Loans, Notary Public, Home Equity, Insurance, Fixed Annuities, Opening New Accounts, Banking, CRM, Sales, Leadership, Retail, Consumer Lending
Education
Bentley University
Bachelor of Science (BS), Finance, General
Cape Cod Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Rockland Trust March 2014 - Present
Rockland Trust 2012 - Present
Rockland Trust Company 2010 - 2012
Skills
Banking, Retail Banking, Applicant Tracking..., Microsoft Excel, Microsoft Office, Recruiting, Human Resources, Employee Relations, Training, Onboarding, Learning & Development..., Deferred Compensation, Performance Management, HRIS, Customer Service, Leadership, Loans, Credit, Management
Education
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Rockland Trust Company February 2013 - Present
LitmanGerson Associates, LLP September 2010 - January 2013
Caturano and Company September 2004 - September 2010
Skills
Tax, Accounting, Financial Reporting, Corporate Tax, Auditing, Bookkeeping, Microsoft Office, Non-profits, QuickBooks
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Master of Science, Accounting
Saint Michael's College 2000 — 2004
Bachelor of Science, Accounting and Business Administration
Rockland Trust Company August 2011 - Present
Webster Bank September 2002 - July 2011
Skills
Due Diligence, Asset Based Lending, Financial Analysis, Credit Analysis, Loans, Commercial Lending, Underwriting, Commercial Banking, Portfolio Management, Credit, Small Business Lending, Middle Market, Credit Risk
Education
Babson College 1981 — 1984
BS Accounting & History
Auburn High School 1977 — 1980
Lyn Evans September 2014 - Present
Rockland Trust Company March 2011 - March 2014
J.McLaughlin June 2009 - June 2010
The Welch Co. August 2008 - August 2009
Department of Public safety March 1987 - June 1991
Hamilton and staff April 1982 - May 1983
Skills
Microsoft Excel, Sales, Time Management, PowerPoint, Microsoft Word, Inventory Management, Outlook, Forecasting, Microsoft Office, Teamwork, Budgets, Marketing, Sales Management, Market Research, Account Management, Team Leadership, Event Planning, Team Building, Banking
Education
university of Michigan 1978 — 1982
1982
Cornell University 1980 — 1981
FALCON program/Japanese
Rockland Trust Company 2010 - Present
BankNewport 2005 - 2010
Bank of America 2001 - 2005
Liquid Blue 1995 - 2001
Fleet Bank 1987 - 1995
Ernst & Young 1986 - 1987
Sansiveri, Kimball & Co., L.L.P. 1984 - 1986
German, Vreeland & Associates, LLP 1982 - 1984
Skills
Commercial Lending, Loans, Real Estate, Banking, Small Business Lending, Real Estate Economics, Customer Service, Investors, Mortgage Lending, Credit, Underwriting, Mortgage Banking, Commercial Banking, FHA, Investment Properties, Credit Analysis, Commercial Mortgages, Refinance
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1982
M.B.A., Professional Accounting
Hamilton College 1977 — 1981
B.A., Psychology/Economics
MassMutual Financial Group 2012 - Present
Sun Life Financial January 2007 - March 2012
Caryl Falvey Marketing Associates January 1999 - January 2006
Liberty Financial Bank Group January 1993 - January 1996
Webster Bank January 1988 - January 1994
Rockland Trust Company January 1986 - January 1988
Skills
Series 6, Series 63, Alternative Investments, Series 7, Fixed Annuities, Mutual Funds, Marketing Strategy, Variable Annuities, Marketing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1992
MBA, Marketing
Hartwick College 1982 — 1982
BA, Economics
Rockland Trust Company October 2012 - Present
Rockland Trust Company July 2010 - October 2012
Northern Bank & Trust Company January 2005 - October 2009
Slades Ferry Bank August 2003 - January 2005
Cambridgeport Bank February 2002 - August 2003
Cambridgeport Bank January 1998 - February 2002
Cambridgeport Bank January 1996 - January 1998
Skills
Retail Banking, Banking, Loans, Commercial Lending, Management, Marketing Strategy, Business Development, Training, Sales Management, Portfolio Management, Leadership, Team Building, Mortgage Lending, Commercial Banking, Sales, Business Planning
Education
Boston College 1986 — 2000
BA, Political Science/PreLaw
Rockland Trust April 2014 - Present
Rockland Trust Company February 2010 - May 2014
Skills
Project Management, Management, Software Implementation, Project Planning, Business Process..., Business Analysis, Vendor Management, Risk Assessment, Issue Management, Due Diligence, Banking, Training, Office Management, Insurance, Accounts Payable
Education
Boston University 2013 — 2014
Graduate Certificate in Project Management, Project Management
Massasoit Community College 2010 — 2010
Certifcate, Paralegal Studies
Bridgewater State University 2005 — 2009
BS, Political Science
TD Wealth Private Client Group February 2014 - Present
Eastern Bank Wealth Management June 2012 - January 2014
Rockland Trust Company November 2010 - June 2012
Derby Street Financial June 2010 - November 2010
Eaton Vance January 2008 - June 2009
Eaton Vance January 1996 - September 2008
Eaton Vance September 1992 - December 1996
MFS Financial Services September 1987 - September 1992
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Communications
Hobart and William Smith Colleges 1977 — 1978
Reading Cooperative Bank May 2015 - Present
Rockland Trust October 2014 - Present
Rockland Trust Company November 2012 - October 2014
Central Co-Operative Bank June 2008 - October 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Transactional Banking..., Relationship Management..., Customer Service, Notary Public
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance and Operations Management
Rockland Trust Company January 2007 - Present
Gestalt International Study Center May 2014 - Present
PartyLite Worldwide February 2001 - January 2007
Reebok August 1999 - January 2001
The Browne Center for Innovative Learning January 1996 - August 1999
Warren Conference Center January 1994 - August 1999
Symmetrix, Inc. 1996 - 1996
Skills
Employee Engagement, Change Management, Process Improvement, Executive Coaching, Organizational..., Succession Planning, conflict management, Conflict Management, Cross-functional Team..., Leadership Development, Performance Management, Talent Management, Human Resources, Management, Leadership, Organizational..., Personal Development, Training, Culture Change, Coaching, Strategy, Program Management, Management Development, Business Process..., Employee Training, Employee Relations, Workshop Facilitation, Consulting, Career Development, Executive Development, Strategic Planning, Organizational Design, Emotional Intelligence, Public Speaking, Team Building, 360 Feedback, Mentoring, Management Consulting, Training & Development
Education
Lesley University 1994 — 1996
M.Sc., Business Management - Training and Organizational Development
Appalachian State University 1987 — 1991
B.A., History
Royal Administration Services, Inc. February 2013 - Present
Denmarks Home Medical May 2012 - November 2012
New England Gold Guide May 2009 - September 2012
Rockland Trust Company February 2012 - May 2012
Healthcare Solutions Team February 2011 - May 2012
Rockland Trust Company February 2009 - March 2009
Royal Administration Services Inc. February 2003 - September 2008
Skills
Customer Service, Research, Customer Relations, Call Center, Coaching, Problem Solving, Team Building, Microsoft Office, Excel, Process Improvement, Customer Satisfaction, Word, Strategic Planning, PowerPoint, Operations Management, Mentoring, Supervisory Skills, Scheduling, Team Leadership, Hiring, Performance Management, Sales Management, Forecasting, Outlook, Quality Assurance, Account Management, Access, Employee Relations, Public Speaking, Continuous Improvement
Education
Barat College of DePaul University 1994 — 1996
Dance, Elementary Education
Oakton Community College
Elementary Education
Rockland Trust Company December 2012 - Present
Peoples United Bank September 2009 - December 2011
Skills
Finance, Retail Banking, Small Business Lending, Banking, Financial Services, Loans, Sales, Analysis, Leadership, Sales Management, Commercial Banking, Consumer Lending
Education
Boston College 1986 — 1989
Bachelor of Science (B.S.)
Rockland Trust September 2014 - Present
Rockland Trust Company May 2007 - September 2014
The Wine Barrel August 2005 - December 2008
Battelle Memorial Institute, Inc December 1991 - August 2005
Banctec Systems, Inc October 1989 - August 1991
Redshaw, Inc September 1987 - September 1989
Skills
Banking, Retail Banking, Microsoft Office, Photoshop, QuickBooks, Problem Solving, Organization, Network Administration, Multi Tasking, Computer Proficiency, Highly detail oriented, Customer Service, Home Equity Loans, Mortgage Lending, Investment Banking, Leadership, Networking
Education
Essex Community College 1993 — 1993
HTML, Web Page Design
Philip Crosby Associates 1987 — 1987
Quality Education System
Quality Assurance Institute 1987 — 1987
Unit Testing
Insurance Institute of America 1980 — 1981
CPCU
Tolland High School 1970 — 1974
First Niagara Bank May 2015 - Present
Arbor Commercial Mortgage November 2014 - May 2015
Arbor Commercial Mortgage July 2013 - October 2014
Arbor Commercial Mortgage July 2012 - July 2013
Rockland Trust Company September 2011 - July 2012
Massachusetts State Representative January 2011 - May 2011
U.S. PIRG January 2010 - May 2010
Skills
Access, Credit, Microsoft Excel, Portfolio Management, PowerPoint, Research, Underwriting, Analysis, Loans
Education
Simmons College 2007 — 2011
Bachelor's degree, Economics, 3.6
American University 2010 — 2010
Washington Semester Program, Economic Policy, 3.9
Lincoln High School
Eastern Bank August 2015 - Present
Serta March 2015 - July 2015
New England Motor Press Association October 2012 - March 2015
Parent Bernier, Inc. December 2008 - March 2015
Eastern Bank August 2012 - December 2013
Colonial Saw Company August 2005 - December 2008
Middleborough Gas & Electric December 2004 - February 2005
Mayflower Bank February 2001 - June 2004
Mayflower Co-operative Bank 2000 - 2004
Rockland Trust Company September 1995 - February 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Data Entry, PowerPoint, Administrative..., Teamwork, Process Scheduler, Fax, Time Management, English, Event Planning, Research
Education
Bay State College 1993 — 1994
Accounting
Middleborough Memorial High School 1976 — 1980
High School, Business
Embrace Home Loans June 2015 - Present
First Citizens' Federal Credit Union February 2015 - April 2015
Rockland Trust Company November 2011 - February 2015
comcast 2008 - 2010
Skills
Banking, Customer Service, Retail Banking, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Microsoft Word, Commercial Lending, Loans, Loan Origination, Mortgage Banking, Outlook, Microsoft Office, Microsoft Excel, Data Entry, Data Analysis, Documentation, Document Management, Finance, SBA, Process Improvement, Home Equity, Construction Loans, Insurance, Program Management, Software Conversions, Third Party Vendor..., Vendor Relations, Troubleshooting, Lines Of Credit, Risk Management, Databases, Financial Analysis
Education
Bristol Community College 2010 — 2017
Engineering/Finance
Bristol Community College 2010 — 2011
Rockland Trust October 2013 - Present
Rockland Trust Company May 2010 - October 2013
AMC Theatres August 2006 - February 2010
Skills
Banking, Cash Management, Retail Banking, Finance, Microsoft Excel, Customer Service, Microsoft Office, Employee Training, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Credit Risk, Commercial Banking, Financial Analysis
Education
University of Massachusetts, Amherst 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
Bridgewater State College 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.33
Collette Vacations September 2011 - Present
Collette September 2011 - Present
Orchard Cove July 2004 - December 2013
Rockland Trust Company September 2010 - September 2011
Franklin Pierce University September 2009 - May 2010
Pulse Media January 2009 - August 2009
Skills
Final Cut Pro, Photoshop, Avid, InDesign, Dreamweaver, Microsoft Excel, Microsoft Word, Editing, Video, Social Media, Multimedia, Video Editing, Video Production, Canto Cumulus, Final Cut Server, Compressor, PowerPoint, Marketing, Adobe Bridge, Java, HTML, CSS
Education
Colorado Technical University 2014 — 2015
Working toward a B.S. Information Technology, Web Development Specialization, 3.58
University of Massachusetts Boston 2013 — 2014
Working toward a Masters of Science, Computer Science
Franklin Pierce University 2006 — 2010
BA, Television Production and Business Administration
University of Massachusetts Boston 2007 — 2008
Rockland Trust April 2014 - Present
Rockland Trust Company February 2013 - April 2014
Rockland Trust Company April 2009 - February 2013
Rockland Trust Company March 2008 - April 2009
Skills
Financial Reporting, Investments, Financial Analysis, Accounting, Finance, Process Improvement, Loan Servicing, Management, Reporting & Analysis, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Risk Management, Credit, Banking
Education
Curry College 2011 — 2013
Master of Business Administration (MBA), Accounting
Bryant University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Rockland Trust Company September 2012 - Present
Revenue Solutions, Inc. August 2011 - August 2012
Parametric Technology Corporation March 2010 - March 2011
Parametric Technology Corporation March 2009 - September 2009
Parametric Technology Corporation April 2008 - March 2009
LP Innovations April 2007 - January 2008
Westaff November 2005 - June 2007
Enterprise Rent-A-Car June 2004 - November 2005
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Technical Recruiting
Education
Framingham State University 2007 — 2010
Masters, HR Management
University of Massachusetts Dartmouth 2000 — 2004
BS Marketing
Rockland Trust Company
Skills
Banking, Loans, Credit, Retail Banking, Consumer Lending
Education
Massasoit Community College 2000 — 2003
Culinary Arts/Chef Training
The Insurance Agency of Cape Cod, Inc. May 2014 - Present
Santander Bank, N.A. July 2012 - May 2014
New York Life Insurance Company January 2008 - June 2012
Costa Fruit and Produce August 2006 - December 2007
Rockland Trust Company January 2005 - August 2006
Polar Beverages April 2002 - January 2005
Skills
Retirement Planning, Asset Protection, Disability Insurance, Annuities, Term Life Insurance, Long Term Care, Retirement, Long-term Care, Fixed Annuities, Businessowners, Business Planning, Banking, Credit, Investments, Life Insurance, Sales, Small Business, Finance, IRAs, Financial Services, Insurance, Mortgage Lending
Education
Cape Cod Community College 1992 — 1994
Liberals Arts
Western New England University 1986 — 1990
Falmouth high school
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
Bridgewater Savings Bank 2013 - Present
Rockland Trust Company 2011 - 2013
Middlesex Savings Bank 2011 - 2011
G. T. Reilly & Company 2008 - 2011
Swan Engineering, Inc. May 2007 - August 2007
Morgan Stanley Smith Barney September 2006 - January 2007
Eastern Nazarene College 2006 - 2007
Skills
Accounting, Microsoft Excel, QuickBooks, Financial Reporting, PowerPoint, Financial Analysis, Microsoft Word, Auditing, Budgets, Accounts Payable, Microsoft Office, Outlook, Customer Service, Financial Accounting, Project Management, Virtual Teams
Education
New England College of Business and Finance 2011 — 2013
Masters in Business Administration, Accounting
Eastern Nazarene College 2004 — 2008
Bachelor of Science in Accounting & Finance
HarborOne Bank June 2009 - Present
Sovereign Bank June 2000 - May 2009
Rockland Trust Company 1991 - 2000
Skills
Credit Risk, Commercial Lending, Credit, Commercial Banking, Financial Risk, Customer Service, Credit Analysis, Loans, Small Business Lending, Banking, Finance, Business Strategy, Underwriting, Relationship Management, Mortgage Lending, Budgets, SBA
Education
University of Massachusetts Boston 2000 — 2003
MBA, Finance
Bryant University 1985 — 1989
BS, Economics / Finance
C2 Staffing Solutions January 2014 - Present
State Street Bank July 2008 - August 2012
WGBH January 2008 - May 2008
MEDITECH June 2006 - August 2007
Rockland Trust Company May 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, ACH, InvestTA, Phoenix
Education
Emmanuel College 2004 — 2008
Bachelor of Arts (BA), Sociology
H & R Block December 2009 - Present
Investors Bank & Trust August 1997 - January 2008
State Street 2008 - 2008
Rockland Trust Company March 1973 - August 1997
Skills
Fund Accounting
Education
Bentley University 1963 — 1970
stoughton High School 1957 — 1961
Abington Council on Aging September 2009 - July 2012
Principal Financial Group September 2007 - June 2009
New York Life Insurance Company January 2005 - August 2007
Rockland Trust Company April 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) October 1994 - April 1997
Putnam Investments February 1992 - October 1994
Putnam Investments January 1990 - January 1992
Skills
Business Communications, Program Management, Retirement Services, Financial Planning, Retirement Planning, Leadership, Investments, Financial Services, Management, Business Planning, Pensions, Human Resources, Financial Advisory, Long-term Care, Finance, Marketing
Education
Lesley University
MS
Villanova University
BA
Rockland Trust Company March 2011 - Present
Habitat for Humanity Greater Boston May 2014 - Present
Commerce Bank & Trust May 2008 - March 2011
GE Capital 1996 - 2008
CIT 1993 - 1995
Bank of America 1992 - 1993
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Portfolio Management, Banking, Underwriting, Commercial Banking, Asset Based Lending, Financial Analysis, Commercial Mortgages, Investments, Financial Services, Mortgage Lending, Finance, Lines Of Credit, Cash Management
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
University of Nevada Las Vegas Lee Business School 1984 — 1988
Bachelor's, Finance and Accounting
Santander September 2012 - Present
RBS Citizens January 2007 - September 2012
Rockland Trust Company April 2005 - August 2006
Skills
Talent Management, Recruiting, Human Resources, PeopleSoft, Talent Acquisition, Employee Benefits, Onboarding, Deferred Compensation, Succession Planning, Applicant Tracking..., Organizational..., Leadership Development, Performance Management, HRIS, Employee Engagement, Organizational Design
Education
Bates College 1990 — 1994
Bachelor's Degree, Political Science
University College Cork 1993 — 1993
Bachelor's Degree
Xaverian Brothers High School 1986 — 1990
High School
TD Bank October 2012 - Present
FIS Global March 2011 - October 2012
Independent Consultant June 2009 - March 2011
SOVEREIGN BANK May 2004 - May 2009
INDEPENDENT CONSULTANT 2002 - 2004
STATE STREET CORPORATION 2001 - 2002
FLEETBOSTON / BANKBOSTON 1999 - 2001
INVESTORS BANK & TRUST COMPANY 1996 - 1999
ROCKLAND TRUST COMPANY 1993 - 1996
FLEET SERVICES CORP / BANK OF NEW ENGLAND 1987 - 1993
Skills
Banking, Risk Management, Vendor Management, SDLC, Financial Services, Business Analysis, Process Improvement, Program Management, Project Management, Requirements Analysis, Portfolio Management, Mergers, Software Project..., Cash Management, Visio, Integration, Financial Analysis, IT Strategy, Business Process..., Financial Risk, Change Management, Budgets, Disaster Recovery, PMO, Management, Strategy, Mergers & Acquisitions, Project Portfolio..., Finance, Executive Management, Project Planning, Business Requirements, Consulting, Analysis, Testing, Systems Analysis, Business Intelligence, Loans
Education
Babson College 1982 — 1986
MBA
Boston College 1974 — 1977
BS
City National Bank June 2014 - Present
Boston Private Bank March 2011 - May 2014
Rockland Trust Company April 1999 - March 2011
PNC Bank NE 1995 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Wealth Management, Fixed Income, Retirement Planning, Investments, Alternative Investments, Financial Analysis, Investment Management, Risk Management, Banking, Investment Strategies, Hedge Funds, Mutual Funds, Securities
Education
Trinity College Dublin 1994 — 1997
MLitt, Classics
Lawrence University 1989 — 1993
History
Belmont Hill School 1983 — 1989
Rockland Trust Company 2011 - Present
Fidelity Investments March 2000 - November 2010
Fidelity Investments 2000 - 2010
Skills
SDLC, Vendor Management, Requirements Analysis, Program Management, Risk Management, Software Project..., Visio, Requirements Gathering, Unix, Business Analysis, Project Management, Software Development, SQL, SOA, Process Improvement, Test Planning, Enterprise Architecture, Portfolio Management, User Acceptance Testing, Quality Center
Education
Boston University 2004 — 2004
Project Management Professional (PMP #282705), Project Management Professional (PMP #282705), Certified through Project Management Institute, 2005
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance & Business Administration
MeetingHouse Bank October 2011 - Present
Rockland Trust Company September 2003 - October 2011
Cambridgeport Bank 1994 - 2003
Bank of Boston 1987 - 1992
Education
Boston University Questrom School of Business 1981 — 1985
BSBA, Business
Rockland Trust Company October 2001 - Present
USTrust 1996 - 2001
Education
Bentley University 1979 — 1983
Partners HealthCare March 2007 - Present
Rockland Trust Company 1997 - 2004
Skills
Business Analysis, SharePoint, Budgets, SQL
Education
Bridgewater State University 1994 — 1998
South Shore Bank July 2015 - Present
South Shore Bank July 2013 - July 2015
South Shore Bank 2004 - July 2013
Rockland Trust Company 1985 - 2004
Project Software and Development 1984 - 1985
Skills
Management, Leadership, Information Technology, Strategic Leadership, Banking, Team Building, Information Management, Business Process, Organizational..., Enterprise Risk..., Operational Excellence, Technology Management, Integration, Strategic Planning, Executive Management, Business Analysis, Financial Services, Process Improvement, Vendor Management, Active Listener, Vendor Partnerships, Ethical Leadership, Retail Banking, Business Continuity, IT Management, Information Security, Leadership Development, Risk Management, Security, GLBA, IT Audit, Technical Management, Business Intelligence, Relationship Management
Education
Brandeis University 2008 — 2011
Masters of Science
ABA Stonier Graduate School of Banking 2013 — 2015
Wharton Leadership Certificate
ABA Stonier Graduate School of Banking 2013 — 2015
Stonier Diploma
Simmons College - Simmons School of Management 2003 — 2004
Leadership Certificate
Massachusetts College of Liberal Arts 1980 — 1984
Bachelor of Arts (B.A.)
Capital One September 2014 - Present
Citi June 2012 - September 2014
Bank of America July 2010 - June 2012
Bank of America September 2006 - July 2010
Bank of America May 2005 - September 2006
Rockland Trust Company August 2004 - May 2005
Bank of America October 2002 - August 2004
Hilti June 2001 - August 2002
Education
Bryant University 2003 — 2005
MBA
Oklahoma State University 1997 — 2001
BS
Rockland Trust Company February 2006 - Present
Bristol-Myers Squibb September 1997 - September 2005
Adecco Group April 1997 - September 1997
Meridian Bancorp June 1986 - August 1996
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Banking, Consumer Lending, Commercial Mortgages, Refinance, Retail Banking, Project Management, Administrative Work, Executive Level...
Education
Juniata College 1982 — 1986
Bachelor of Science (B.S.), Business & Marketing
Pro Sound Service, Inc. May 2001 - Present
ESM New England 1997 - 2001
Bell Atlantic NYNEX Mobile 1995 - 1997
Rockland Trust Company 1989 - 1995
Skills
Account Management, Microsoft Word, AV, Event Planning, Microsoft Office, Event Management, Microsoft Excel, PowerPoint, Strategic Planning, Sound, Teaching, Vendor Management, Outlook, Team Building, Project Management, Team Leadership, Cross-functional Team..., Management, Budgets, Marketing, Inventory Management, Sales Management, Live Events, Training, Purchasing, Social Networking, Process Scheduler, Retail, Leadership, Program Management
Education
Massachusetts Bay Community College 1998 — 2000
Certificate, Information Technology
Quincy High School
Rockland Trust Company September 2007 - Present
Education
Ithaca College 1987 — 1991
NEB Mortgage (division of Northeast Bank) April 2013 - Present
Rockland Trust Company September 2009 - April 2013
Education
Assumption College 1980 — 1984
BA - Business Management, Management
Rockland Trust Company February 2012 - Present
WB Mason August 2009 - February 2012
Sager Electronics April 2008 - February 2009
Sager Electronics June 2007 - April 2008
Sager Electronics May 2005 - June 2007
Skills
Program Management, Query Writing, SQL, Business Intelligence, Data Analysis, SSIS, Business Process..., SSRS, Data Warehousing, Databases, ETL, T-SQL, Database Design, Microsoft SQL Server, Troubleshooting, SQL Tuning, Testing, Software Documentation, Disaster Recovery, Data Management, Performance Tuning, Project Management, Software Development, Visual Basic
Education
Bridgewater State University 1999 — 2004
BA, Political Science
Cardinal Spellman HS
Rockland Trust Company April 2011 - Present
Middlesex Savings Bank August 2009 - April 2011
Strata Bank January 1999 - August 2009
Skills
Loans, Commercial Lending, Banking, Customer Service
Education
Dean College 1993 — 1997
Associates Degree, Small Business Management
UBS Financial Services January 2013 - Present
Together for Taunton March 2012 - July 2012
Rockland Trust Company August 2010 - February 2012
RBS Citizens Bank January 2010 - August 2010
RBS Citizens Bank February 2006 - January 2010
RBS Citizens Bank February 2005 - October 2006
Taunton Federal Credit Union June 2003 - February 2005
First Investors Corp August 2002 - January 2003
Education
Emmanuel College 2008 — 2010
Masters, Management
University of Connecticut 1998 — 2002
Bachelors of Science, Economics minor in Political Science
Rockland trust Company August 1990 - Present
Skills
Loans, Commercial Lending, Banking, Consumer Lending, Customer Service, Small Business Lending, Commercial Banking, Retail Banking
Education
Massasoit Community College 1975 — 1975
Associates, Management
Massasoit Community College
Associates, Business management
Williams College
2YR Program, Grauduate - New England School of Banking
Miniter Group May 2009 - Present
First Trade Union Bank 2006 - 2009
The Miniter Group 2004 - 2006
South Coastal Bank 1999 - 2004
T. F. Kinnealey & Co., Inc. 1996 - 1999
Rockland Trust Company 1983 - 1996
New England Merchants National Bank 1980 - 1983
Office of the Comptroller of the Currency 1975 - 1980
Skills
Certified Public..., Financial Reporting, Accounting, Budgeting, Investments, Insurance, SEC reporting, Strategic Planning, Compliance, Banking, Internal Controls, Cash Management, Tax, SEC filings, Budgets, Enterprise Risk..., Financial Analysis, Accounts Receivable, Financial Risk, Risk Management, Portfolio Management, Managerial Finance, Executive Management, GAAP, Strategy, Restructuring, US GAAP, Cost Accounting, Accounts Payable, Mergers & Acquisitions, Financial Modeling, Loans, Strategic Financial..., Sarbanes-Oxley Act, Due Diligence, Mortgage Lending, Underwriting, Corporate Finance, Internal Audit, Credit, Financial Services, Business Planning, Acquisition Integration, CPA, Private Equity, Capital Budgeting, Credit Analysis, Auditing, Valuation, Finance
Education
Suffolk University - Sawyer Business School 1981 — 1983
MBA, Finance
Lesley University 1978 — 1979
M. S. Ed., Elementary Education
Northeastern University 1970 — 1975
BSBA, Accounting
Rockland Trust Company January 2013 - Present
Ashberry Street Advisors March 2010 - December 2012
Sovereign Bank July 2004 - January 2010
Abington Savings Bank 2000 - 2004
Skills
Commercial Banking, Underwriting, Commercial Lending, Banking, Loans, Technical Writing, Credit Administration, Real Estate Financing, Compliance Regulations
Education
Curry College 1969 — 1973
Bachelor's degree, Economics
Massasoit Community College 1967 — 1969
Associate's degree, Accounting and Finance
Bank of Canton February 2000 - Present
Rockland Trust Company June 1998 - February 2000
Skills
Loans, Real Estate, Commercial Lending, Small Business Lending, Credit, Banking, Credit Analysis, Financial Analysis, Loan Origination, Underwriting
Education
Bryant College 1994 — 1998
Bachelor of Science (BS), Finance, General
Bryant University 1994 — 1998
BS, Finance
Rockland Trust Company July 2008 - Present
Rockland Trust Company 2008 - Present
Skills
Retirement Planning, Portfolio Management, Estate Planning, Financial Services, Investments, Financial Advisory, Investment Management, Strategic Planning, Mutual Funds
Education
Denison University 1975 — 1979
B.A., Economics
Shady Side Academy 1971 — 1975
Roche March 2015 - Present
Roche Diagnostics September 2014 - Present
Contractor with Randstad Technologies US April 2014 - July 2014
Shire Pharmaceuticals September 2013 - December 2013
Hudson Lock, LLC January 2006 - January 2009
Fabric Place 2004 - 2006
Rockland Trust Company 2000 - 2003
Skills
PCR, Molecular Biology, Biotechnology, Cell Culture, SDS-PAGE, Gel Electrophoresis, Microbiology, Biochemistry, Western Blotting, ELISA, Protein Purification, Lifesciences, DNA extraction, DNA, Aseptic Technique
Education
Middlesex Community College 2009 — 2013
Associate of Science (A.S.), Biotechnology
University of Massachusetts Lowell 2009 — 2012
Rockland Trust Company January 2002 - Present
MetroWest Bank 1992 - 2002
Skills
Loans, Mortgage Lending, Commercial Lending, Banking, Commercial Mortgages, Small Business Lending, Retail Banking, Commercial Banking, Credit, Credit Analysis, Loan Origination, SBA, Strategic Planning, Portfolio Management, Real Estate, Finance, Lines Of Credit, Mortgage Banking, Refinance, Risk Management
Education
Bridgewater State University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Rockland Trust September 2013 - Present
Rockland Trust Company 2004 - Present
Rockland Trust and Independent Bank Corp 2003 - 2004
Rockland Trust and Independent Bank Corp 2000 - 2003
Skills
Banking, Risk Management, Accounting, Enterprise Risk..., Mortgage Banking, Sarbanes-Oxley Act, Finance, Operations, Compliance, IT operations, strategic planning
Education
Bentley University
BS, Accounting
BrooklineBank July 2010 - Present
Rockland Trust Company 2005 - 2010
Chart Bank August 1996 - April 2005
Fleet Credit Corp August 1984 - July 1996
Skills
Commercial Lending
Education
Rivier College 1980 — 1986
Masters, MBA
Boston College 1975 — 1979
"BS", Premed/Finance
Compass Realty July 2006 - Present
Rockland Trust Company January 1994 - April 2005
Skills
First Time Home Buyers, Investment Properties, Real Estate, Short Sales, Sellers, Relocation, Listings, Foreclosures, FHA, Condos, Buyer Representation, New Home Sales, Single Family Homes, Investors, REO, Residential Homes, Referrals, Mortgage Lending, Real Property, Buyers
Education
Blue Hills Regional Technical School 1980 — 1984
Rockland Trust Company January 2013 - Present
EXPRESS November 2010 - Present
Rockland Trust Company March 2008 - January 2013
Slade's Ferry Bank November 2003 - March 2008
The Weathervane 2000 - 2004
Skills
Banking, Management, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Coaching, Fundraising, Consumer Lending, Sales, Retail, Branch Banking, Retail Banking, Loan Origination, Small Business Lending, Finance, Credit, Loans, Commercial Lending
Education
New England College of Business and Finance 2011 — 2015
Bachelor's degree, Business Administration and Management, General
Bristol Community College 2004 — 2008
Associates, Management
Brockton Public Schools September 2014 - Present
East Bridgewater Jr./Sr. High School August 2012 - June 2014
Pembroke Public Schools September 2011 - August 2012
Braintree Public Schools May 2008 - June 2011
Quincy Public Schools March 2008 - May 2011
Quincy Medical Center March 2005 - June 2010
Ritz Camera January 2001 - January 2007
Rockland Trust Company January 2001 - January 2004
Rockland Trust Company January 2001 - January 2002
Altera January 1999 - January 2001
Skills
Teaching, Documentation, Inventory Management, Microsoft Office, Administration, Troubleshooting, Access, Special Education, System Administration, Differentiated..., Lesson Planning, Higher Education, Training, English Literature, Public Speaking, Security
Education
Boston University 1986 — 1990
Bachelor of Arts and Sciences, Geography
Rockland Trust Company December 1998 - Present
Skills
Banking, Microsoft Excel, Credit, Credit Analysis, Loans, Commercial Lending
Education
Massasoit Community College
Independent July 2009 - Present
Rockland Trust Company November 2002 - July 2009
Rockland Trust Company 2002 - 2009
New World Bank 1988 - 1998
Skills
Investments, Financial Services, Banking, Portfolio Management, Retirement Planning, Retirement, Financial Analysis
Education
Lesley University
BSM, Management
Rockland Trust March 2013 - Present
Rockland Trust Company April 2008 - March 2013
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Customer Service, Deposits, Lines Of Credit, Outlook, Cross Selling
Education
Ithaca College 1978 — 1982
Business Administration and Management, General
Bay State Community Services, Inc. March 2013 - Present
Kevin P. Martin & Associates PC January 2005 - November 2012
Rockland Trust Company 2002 - 2004
Skills
Accounting, Financial Reporting, GAAP, Auditing, QuickBooks, Financial Analysis, Internal Controls, Corporate Tax, General Ledger, Account Reconciliation, Cash Flow, Financial Accounting, US GAAP, Payroll
Education
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Accounting
Gordon College 1988 — 1991
Business, Theater, Biblical Studies, Youth Ministry
Fidelity Investments April 2008 - Present
Meetinghouse Bank January 2007 - February 2008
Rockland Trust Company April 2001 - January 2007
Fleet Boston Financial October 1998 - March 2001
BayBank Brokerage February 1996 - October 1998
BayBank Associates March 1993 - February 1996
BayBank Capital Markets August 1988 - March 1993
Cameron and Colby Co. October 1986 - August 1988
Union Warren Savings Bank May 1986 - October 1986
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Equities, Auditing, Banking, Corporate Finance, Financial Services, Investments, Mutual Funds, Risk Management, Financial Planning, Budgets, Management, Portfolio Management, Fixed Income
Education
Boston College 1982 — 1986
Bachelor of Science (B.S.), Economics
Cashman Dredging and Marine Contracting Company, LLC October 2012 - Present
Cashman Dredging and Marine Contracting Company, LLC February 2012 - October 2013
Rockland Trust Company June 2009 - August 2010
Skills
Records Management, AutoCAD, Microsoft Office, LaTeX, Matlab, Mathematical Modeling, Applied Mathematics, Structural Equation..., Report Generation, Data Analysis, Physics, Civil Engineering, Structural Analysis, Earthquake Engineering, Steel Design, Concept Design, Concrete, Foundation Design, Fluid Mechanics, Water Resources, Differential Equations, Probability, Statistics, Economics, Construction Drawings, Construction Documents, Customer Relations, Telecommunications, Code Compliance, Team Management, Team Coordination, Supervising Employees, Dredging, Surveying, Hydrographic Survey, Quality Control, Marine Engineering, Hypack, Leica, Trimble GPS, Inspection, Construction Safety, Project Estimation, Submittals
Education
University of Massachusetts Dartmouth 2009 — 2011
Bachelors of Science, Civil and Environmental Engineering
Massasoit Community College 2007 — 2008
Science
Risk Mangement Association New England Chapter 2005 - Present
Rockland Trust Company June 2001 - Present
Rockland Trust Company March 1998 - June 2001
Rockland Trust Company September 1995 - March 1998
Rockland Trust Company November 1992 - September 1995
Northeast Savings, F.A. March 1991 - November 1992
Central Savings Bank March 1990 - March 1991
Bank of New England Mortgage Corp October 1989 - January 1990
Skills
Credit Risk, Credit, Finance, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Underwriting, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Small Business Lending, Risk Management, Financial Risk, Mortgage Lending, Mortgage Banking, Financial Reporting, Asset Based Lending
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
MBA, Finance
Boston University 1993 — 1995
Certificate, Commercial Real Estate Finance
Saint Michael's College 1985 — 1989
Bachelors, Business
Rockland Trust Company September 2006 - Present
South Shore Mental Health January 2004 - April 2006
Aon Innovative Solutions February 2001 - December 2003
Skills
Benefits Administration, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, Payroll, FMLA, COBRA, Interviews, Open Enrollment, Leave of Absence, Employee Training, Employee Relations, 401k, Onboarding, I-9 Compliance, Background Checks, Applicant Tracking..., ADP Payroll, ADP ReportSmith, New Hire Orientations
Education
Bridgewater State University 1994 — 1998
BS, Elementary Education and Psychology
HarborOne Bank July 2008 - Present
Rockland Trust Company 2004 - 2008
Skills
Banking, Retail Banking, Executive Management, Risk Management, Vendor Management, Relationship Management, Process Improvement, Customer Service, Coaching, Project Management, Microsoft Excel, Team Building, Strategy, Training, Loans, Leadership, Human Resources, Call Centers, Retail
Education
Johnson and Wales University 1983 — 1985
AS Business Tourism, Hospitality Administration/Management
Northeastern University
BA
Jeanne D' Arc Credit Union March 2008 - Present
Sungard 2005 - 2008
Rockland Trust Company 1999 - 2005
Skills
ALM, Budgeting, Data Analysis, Cost Accounting, Funds Transfer Pricing, Profitability Modeling, Banking, Financial Modeling, Risk Management, Budgets, Financial Risk, Financial Analysis, Accounting, Investments, Financial Reporting, Strategic Planning, Stress Testing, Microsoft Excel, Cash Management, Portfolio Management, Finance, Enterprise Risk...
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA
University of Massachusetts, Amherst 1989 — 1991
BA, Economics
Southbridge High School
Rockland Trust January 2011 - Present
Rockland Trust Company August 2010 - January 2011
Sovereign Bank April 2010 - August 2010
Sovereign Bank January 2008 - April 2010
Bridgewater Savings Bank September 2004 - January 2008
Skills
Sales Management, Loans, Commercial Lending, Sales, New Business Development, Consumer Lending, Retail Banking, Small Business Lending, Credit, Banking, Lines Of Credit, Commercial Mortgages, Loan Origination, Relationship Management, Financial Analysis, SBA, Cash Management, Refinance, Cross Selling, Small Business, Asset Based Lending, Deposits, Construction Loans, Home Equity Loans, Real Estate Financing, Business Development, Branch Banking, Portfolio Management, Commercial Banking, Credit Analysis, Mortgage Banking, Branch Management, Middle Market, Public Speaking, Mortgage Lending, Finance, Nonprofits, Credit Risk, Cash Flow, Financial Services, Analysis, Training
Education
New England College of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.84 GPA
Bridgewater State University 2004 — 2008
Business Management
South Shore Community Action Council, Inc. October 2013 - February 2015
South Shore Community Action Council, Inc. November 2012 - September 2013
Girl Scouts of Eastern Massachusetts December 2012 - June 2013
Rising Tide Charter Public School September 2010 - June 2011
Plymouth South Middle School November 2008 - June 2010
Rockland Trust Company May 2006 - January 2007
Quadrant Software, LLC May 2005 - August 2005
Skills
Secondary Education, Social Studies, Microsoft Office, Tutoring, Access, Classroom Management, Social Media, Lesson Planning, Customer Service, American History, PowerPoint, Educational Technology, Teaching, Classroom, Differentiated..., Non-profit..., Outlook, Event Planning, Office Organizing, Office Management, Curriculum Design, Curriculum Development
Education
Brandeis University 2007 — 2008
Master of Arts (MA), Secondary Education and Teaching
Brandeis University 2003 — 2007
Bachelor of Arts (B.A.), History
Blue Cross Blue Shield of Massachusetts February 2013 - Present
Blue Cross Blue Shield of Massachusetts November 2009 - Present
Blue Cross Blue Shield January 2008 - Present
Blue Cross Blue Shield of Massachusetts April 2007 - November 2009
Rockland Trust Company June 2003 - April 2007
Skills
Financial Analysis, Insurance, Accounts Receivable, Access, Process Improvement, Accounting, Finance, Account Reconciliation, Analysis, Claims Resolution
Education
Bridgewater State University 2010 — 2012
Bachelor, Finance
Bridgewater State University 2010 — 2012
Bachelors degree, Finance
Massasoit Community College
Associates degree, Business Administration TransferAccounting
Graham-Pelton Consulting, Inc. May 2011 - June 2011
Rockland Trust Company November 2006 - August 2010
TD Bank 2004 - 2006
Cape Cod Bank & Trust 1996 - 2006
Falmouth Hospital 1984 - 1996
Skills
Marketing Strategy, Fundraising, Philanthropy, Small Business Lending, Strategic Planning, Community Outreach, Planned Giving, Investments, Loans, Public Relations, Equities, Credit, Non-profits, Wealth Management, Commercial Lending, Financial Analysis, Team Building, Strategic Financial..., Social Media, Real Estate, Portfolio Management, Event Planning, Leadership Development, Commercial Mortgages, Commercial Banking, SBA, Marketing, Estate Planning, Press Releases, Asset Managment, Budgets, Middle Market, Asset Based Lending, Public Speaking, Series 63, Banking, Retirement Planning, Community Development, Nonprofits
Education
Boston University 1988 — 1993
MS, Public Relations/Communications
Drew University 1966 — 1970
BA, Political Science
Bank of New England December 2010 - Present
Salem Five Bank 2007 - 2010
North Shore Bank 2002 - 2007
Rockland Trust Company 1992 - 2002
Bank of New England/Fleet Bank 1990 - 1992
Skills
Commercial Lending, Mortgage Lending, Banking, Loans, Commercial Real Estate, Portfolio Management, Credit, Real Estate, Commercial Banking, Construction Loans, Credit Analysis, Small Business Lending, Underwriting, Mortgage Banking, Loan Origination
Education
Assumption College 1982 — 1986
BA
St. John's Prep 1978 — 1982
Meetinghouse Cooperative Bank March 2006 - Present
Rockland Trust Company August 2003 - March 2006
Rockland Trust Company August 2003 - March 2006
Abington Savings Bank September 2002 - August 2003
Massachusetts Co-Operative Bank February 1999 - September 2002
Education
Burdett School 1994 — 1995
Certified, Administration
NORTH QUINCY HIGH SCHOOL 1989 — 1992
Emmanuel College
Liberal Arts Program
NEW ENGLAND COLLEGE OF FINANCE
Mortgage Network, Inc. October 2014 - Present
Bank of America February 2006 - May 2013
Rockland Trust Company September 2000 - February 2006
Braintree Savings Bank September 1986 - September 1990
Skills
Mortgage Lending, Mortgage Banking, Mortgage Industry, Mortgage Underwriting, Mortgage Servicing, Loans, Credit Analysis, Credit, FHA, Loan Origination, Real Estate, Residential Mortgages
Education
Massasoit Community College 1984 — 1987
Associates, Accounting
Quincy High School 1980 — 1983
Diploma, Business
Rockland Trust Company September 2014 - Present
Rockland Trust June 2014 - August 2014
Rockland Trust Company April 2007 - June 2014
Rockland Trust May 1985 - April 2007
Skills
Office Management, Quickbooks, Microsoft Office, Microsoft Excel, PowerPoint, Goldmine, Cash Management, Paralegals, Customer Service, 1031 Exchanges, Retail Banking, Software Documentation, Banking, Mortgage Lending, Finance, Loans, Commercial Lending, Small Business Lending
Education
Boston University 2011 — 2011
Certificate, Paralegal
Curry College 2003 — 2007
Bachelors, Management
Rockland Trust Company 2009 - Present
Benjamin Franklin Bank 2005 - 2009
Chart Bank 2002 - 2005
Education
Bentley University
Rockland Trust Company October 2006 - Present
Skills
SDLC, Process Improvement, Business Analysis, Visio, SharePoint, Risk Management, Management, Vendor Management, Banking, Project Management
Education
Brandeis University 2010 — 2011
MS (candidate), Project Management
Westfield State College 1983 — 1985
BS, Communications
Rockland Trust Company
Skills
Commercial Banking, Commercial Lending, Loans, Banking, Credit
Education
Johnson and Wales University
AS in Business Administration/BS in Management/Honorary Doctor of Management, Business Administration and Management, General
Rockland Trust Company May 1976 - Present
Education
Cape Cod Community College
SANDWICH HIGH SCHOOL
Rockland Trust Company September 2009 - Present
KMO'Malley Consulting August 2000 - September 2009
Skills
Credit Analysis, Commercial Banking, Credit, Loans, Portfolio Management, Banking, Commercial Lending, Small Business Lending, Financial Analysis, Mortgage Lending, Appraisal Review
Education
Boston College
Masters of Finance
Wheaton College (MA)
Bachelor Degree, Mathematics/Economics
SmartPak September 2012 - Present
Sullivan & Cogliano May 2012 - Present
Plymouth Career Center 2011 - Present
Lowe's Home Improvement 2004 - 2011
Rockland Trust Company 2003 - 2005
Houghton Mifflin Company 2002 - 2003
Koster Insurance Agency 2000 - 2002
Harvard Pilgrim Health Care 1996 - 2000
Skills
Microsoft Office, Sales, Direct Sales, Customer Service, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Typing
Education
Northeastern University 1991 — 1999
Bachelor of Science (B.S.), Fine Arts and Business Administration
Massasoit Community College 1988 — 1991
Business/Secretarial
The Cape Cod Five Cents Savings Bank April 2013 - Present
Cape Cod Five Cents Savings Bank May 2006 - April 2013
Rockland Trust Company April 2000 - May 2002
Skills
Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis, Change Management, SQL, Accounting, Teamwork, Credit
Education
Middlesex Community College 1981 — 1982
n/a, Business Administration and Management, General
Platt Technical High School
NRI December 2013 - Present
Rockland Trust Company January 2010 - December 2013
Commonwealth Financial services, inc. June 2009 - January 2010
Service Point USA July 2002 - April 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Access, Banking, Social Media, Marketing, Project Management, Data Entry
Education
Blue Hills Regional Technical School 1979 — 1983
Diploma, Graphic Arts
Massasoit Community College
Rockland Trust Company May 2014 - Present
Rockland Trust Company June 2007 - May 2014
Rockland Trust April 2001 - June 2007
Skills
Security, Privacy Law, Banking, Risk Management, Financial Risk, Loans, Commercial Banking, Retail Banking, Commercial Lending, Financial Analysis
Education
Suffolk University - Sawyer Business School
Bachelor's of Science, Business Administration
Cape Cod Community College
Associate's degree, Management
BAI School of Banking
Audit
East Side Enterprises June 2010 - Present
Rockland Trust Company July 2011 - October 2011
Safety-Kleen Systems, Inc. May 2004 - September 2009
Skills
Office Management, 10 Key, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, SAP, Rumba, Lotus Notes, Sales Logix, Office Equipment..., Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, ADP Payroll, Human Resources, Account Management, Appointment Scheduling, Inventory Management, Purchase Orders
Education
Bay State College 2010 — 2012
Criminal Justice
Kinyon-Campbell Business School 1991 — 1992
Certificate, Professional Secretary