Rollstone Bank & Trust
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Rollstone Bank & Trust Employees
Rollstone Bank & Trust 2008 - Present
Strategic Financial Partners 2001 - 2008
Education
Quinsigamond Community College
Associate's degree, Business Administration and Management, General
EXIT New Options Real Estate April 2015 - Present
CENTURY 21 DeNault Realty, Inc September 2013 - March 2015
Coldwell Banker Residential Brokerage Leominster, Ma January 2013 - September 2013
Rollstone Bank & Trust June 2012 - January 2013
American Red Cross April 2011 - February 2012
Massachusetts Department of Corrections September 1991 - October 2010
Skills
Real Estate, Residential Homes, Single Family Homes, Investment Properties, Customer Service, Time Management, Real Estate Transactions, Customer Satisfaction, Move Up Buyers, Networking, Seniors, Listing Homes, Training, Social Media, Buyer Representation, Assisting First Time..., Buyer's Agent, Social Networking, Supervising, Landlords, Social Services, Critical Thinking, Stress Management, Leading and Managing..., Work Organization, Accreditation, Prisoner Reentry, Experience Working with..., Risk Assessment, Figure Skating, Banking, Employee Training, Transition Management, Inspection, Close Attention to..., Positive Can-do Attitude, Empathy, Emergency Planning, Fire Safety, Firearms, First Aid, Classification, Patient Safety, Parenthood, Inventory Control, Typing, Compliance, Cold Calling, E-Learning, Case Managment
Education
Fontaine Real Estate School 2012 — 2012
Real Estate License, Real Estate
Fitchburg State College 1989 — 1991
Bachelor of Science (B.S.), Sociology
Regis College 1987 — 1989
Attended for 2 yrs, Social Psychology
St. Bernard's High School Fitchburg, MA 1984 — 1987
High School Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program, 9-12
Real Estate
Accredited Buyer’s Representative
Clinton Savings Bank August 2014 - Present
Texas Roadhouse February 2009 - January 2015
Rollstone Bank & Trust December 2012 - March 2014
James and Matthew + Company February 2009 - December 2012
Skills
Social Media Marketing, Online Marketing, SEO, Marketing Management, Marketing Research, Marketing, Customer Service, Email Marketing, Market Research, Marketing Communications, Facebook, SEM, Marketing Strategy, Product Marketing, Direct Marketing, Event Management, Events Coordination, Project Planning, Project Management, Organization, Organizational Behavior, PowerPoint, Microsoft Office, Social Media, Sales
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelors, Marketing, 3.53 GPA
Haverhill High School 2004 — 2008
High school diploma
Goji September 2014 - Present
Leominster Credit Union April 2012 - September 2014
Rollstone Bank & Trust February 2005 - April 2012
Skills
Bilingual, Producer Licensing, Licensed to Sell..., Retail Banking, Bank Management, Management, Banking, Loans, Sales, Cross Selling, Deposits, Credit, Customer Service, Consumer Lending, Small Business Lending, Team Building, Commercial Lending, Credit Analysis
Education
Fitchburg State University 2013 — 2016
Bachelor of Business Administration (BBA), Business/Managerial Economics
Mount Wachusett Community College 2009 — 2012
Associates Degree, Business Administration
PwC June 2014 - August 2014
Shepherd & Goldstein LLP May 2013 - August 2013
Rollstone Bank & Trust May 2012 - January 2013
TDC Medical: A Vention Medical Company June 2011 - January 2012
Coldstone Creamery May 2008 - June 2011
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Accountancy
Versatile August 2015 - Present
Rollstone Bank & Trust February 2011 - Present
Christianson Associates May 2011 - August 2015
Concordant, Inc. August 1999 - May 2011
Inacom/Vanstar February 1996 - August 1999
Aegis Group September 1995 - March 1998
Safety Fund National Bank October 1993 - September 1995
Safety Fund National Bank April 1991 - October 1993
Skills
Start-ups, Management Consulting, Leadership, Management, Consulting, Strategic Planning, Team Building, Strategy, Entrepreneurship, Professional Services, Integration, Program Management, Organizational Design, Managerial Finance, Project Management, Functional Analysis, Operations Management, Business Process..., Business Planning, Product Management, Mergers & Acquisitions, Marketing, Banking, Analysis, SaaS, Process Improvement, Business Process, Information Technology, Executive Management, Cloud Computing, Strategic Partnerships, Business Intelligence, CRM, Business Development, IT Strategy, Enterprise Software, Vendor Management, Outsourcing, Cross-functional Team..., Risk Management, Solution Selling, Business Strategy, Account Management, Human Resources, Security, Governance, Business Analysis, Go-to-market Strategy
Education
Boston College 1979 — 1983
A.B., Political Science
Fitchburg State University
MS, Management, Cum Laude -1995
New England School of Banking, Williams College
Graduate Certificate - 1990, Honors
School for Bank Administration (BAI), University of Wisconsin
Graduate Certificate - 1993
Wealth Advisory Services, LLC. - Voya Financial September 2011 - Present
Rollstone Bank & Trust December 2007 - September 2011
Flagship Bank and Trust Company February 1996 - December 2007
Shawmut Worcester County National Bank & Trust February 1976 - February 1996
Skills
Wealth Management, Trust Services, Estate Planning, Retirement Income..., Indexed Annuities, Life Insurance, Financial Services
Education
Williams College School of Banking 1974 — 1976
Commercial Banking
Assumption College 1969 — 1973
Bachelor of Science (BS), Economics
Rollstone Bank & Trust June 2014 - July 2014
Lunenburg High School May 2014 - June 2014
Reagan & Company, Inc September 2011 - December 2011
Skills
Fixed Income, Derivatives, Bloomberg, Financial Modeling, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Access, Time Management, Customer Service, Financial Analysis, Data Analysis
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Mathematics
Rollstone Bank & Trust May 2015 - Present
Motel 6 November 2012 - July 2015
Mount Wachusett Community College September 2012 - May 2015
Mount Wachusett Community College June 2012 - August 2014
LUK Inc. January 2013 - May 2013
Jewish Healthcare Center March 2012 - May 2013
Assumption College September 2012 - December 2012
Assumption College January 2012 - May 2012
Mount Wachusett Community College June 2011 - August 2011
Mount Wachusett Community College July 2009 - August 2009
Skills
Student Affairs, Tutoring, Public Speaking, Event Planning, Community Outreach, French, PowerPoint, Microsoft Word, Career Counseling, Higher Education, Nonprofits, Program Development, Staff Development, Student Development, Student Leadership, Recruiting, Laos, Workshop Facilitation, Educational Workshops, Youth Mentoring, Non-profits, Hospitality, Guest Service Management, Facebook, Social Networking, Resume Writing, Customer Service, Academic Advising, Microsoft Publisher
Education
Assumption College 2009 — 2013
Bachelor of Arts, International Business, French
Université Stendhal (Grenoble III) 2011 — 2011
French
Middlesex Savings Bank March 2008 - Present
Rollstone Bank & Trust 2001 - 2008
Skills
Information Mapping, Instructional Design, Software Documentation, E-Learning, Adult Education, Training, Training Delivery, Coaching, Customer Service, Banking, Team Building, Leadership Development, Technical Writing, Staff Development, Public Speaking, communication, communication skills, coach the coach, Instructor-led Training, New Hire Orientations, Business Development, Organizational..., Onboarding, Employee Training, Commercial Lending, Captivate, Succession Planning, Needs Analysis, Credit, Learning Management, Human Resources, Program Management, Interviews, Leadership, Performance Management, Project Management, Loans, Management, Blended Learning
Education
University of Massachusetts Boston 2009 — 2013
M Ed., Instructional Design
Saint Anselm College 1999 — 2003
BA, Classics
Enterprise Bank June 2015 - Present
Rollstone Bank & Trust October 2002 - June 2015
Laser Services, Inc. 1997 - 2002
Skills
Credit Analysis, Loans, Commercial Lending, Credit, Lines Of Credit, Mortgage Banking, Deposits, Small Business Lending, Consumer Lending, Committed to Customer..., Credit Risk, Retail Banking, Commercial Banking, Cross Selling, Loan Origination, Mortgage Lending, First Time Home Buyers, Sales, Customer Satisfaction, Customer Service, Management, Real Estate, Referrals
Education
Nichols College
Bachelor's Degree, Business, Management Information Systems, Marketing
SmartBooks Corp. March 2013 - Present
The Hanover Insurance Group May 2012 - March 2013
Liberty Rental Corp January 2003 - June 2011
Thayer Symphony Orchestra August 2008 - August 2010
Spectrum Health Systems May 2002 - December 2002
Inforonics February 2000 - September 2001
Workers' Credit Union November 1999 - February 2000
Rollstone Bank & Trust February 1998 - November 1999
Insights Manufacturing October 1995 - December 1997
Internal Revenue Service February 1995 - May 1995
Skills
Accounts Payable, Reconciliation, Accounts Receivable, Payroll, Cash Management, Journal Entries, Accruals, Reconciliations, Great Plains, Cash Receipts, Reconciling, Solomon, Accounting, Bookkeeping, Payroll Processing, Great Plains Software, Job Costing, Invoicing, Expenses, Billing, Statements, Cash, ADP, Excel, Spreadsheets, Quickbooks, Timberline, Benefits Administration, Account Reconciliation, Customer Service
Education
Fitchburg State College
Rollstone Bank & Trust December 2006 - Present
Flagship Bank & Trust April 1999 - December 2006
Shawmut Bank 1986 - 1994
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Lines Of Credit, Loans, Small Business Lending, Commercial Mortgages, Financial Analysis, Retail Banking, Risk Management
Education
University at Albany, SUNY 1975 — 1977
MBA
Briarcliff High School 1967 — 1971
high school diploma
Massachusetts Bar Association September 2014 - April 2015
Suffolk University Law School August 2014 - December 2014
City of Waltham, MA June 2014 - August 2014
Rollstone Bank & Trust June 2009 - January 2014
Middlesex Superior Court June 2013 - August 2013
Skills
Legal Research, Legal Writing, Legal Issues, Microsoft Excel, Westlaw, Courts, Microsoft Office
Education
Suffolk University Law School 2012 — 2015
Juris Doctorate, 3.627
Hofstra University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Legal Studies in Business, 3.81
Worcester Polytechnic Institute August 2011 - Present
Worcester Polytechnic Institute August 2014 - Present
Worcester Polytechnic Institute July 2014 - July 2015
Worcester Polytechnic Institute August 2011 - July 2015
Worcester Polytechnic Institute August 2014 - May 2015
Our Lady of the Lake September 2012 - May 2015
Massachusetts Institute of Technology (MIT) July 2007 - August 2011
Rollstone Bank & Trust May 2003 - July 2007
University of Rhode Island August 2006 - May 2007
Clinton Veterinarian Hospital May 2006 - August 2006
Skills
Research, Teaching, Laboratory Skills, Leadership, Public Speaking, Mentoring, Youth Mentoring, GraphPad Prism, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Windows, Outlook, Customer Service, Biology, Cancer, Life Sciences, Molecular Biology, Cell Culture, Laboratory, Biotechnology, Microbiology
Education
Worcester Polytechnic Institute 2011 — 2016
Doctor of Philosophy (Ph.D.), Biology and Biotechnology
University of Rhode Island 2003 — 2007
Bachelor's of Science, Biological Sciences
University of Rhode Island 2003 — 2007
Bachelor's of Art, Music Performance, General
Leominster High School 1999 — 2003
General Dynamics September 2014 - Present
United States Department of Defense June 2013 - August 2013
Rollstone Bank & Trust May 2011 - February 2013
Skills
C++ Language, Linux, OpenGL, Event Planning, Matlab, Customer Service, Banking, SharePoint, PowerPoint, Microsoft Office
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Mathematics Major and Computer Science Minor
EY July 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - January 2015
EY June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
State Street January 2013 - March 2014
Rollstone Bank & Trust April 2012 - January 2013
Skills
Access, Data Entry, Retail Banking, Microsoft Excel, Cash Management, Customer Service, Payments, Deposits, Microsoft Office, Microsoft Word, Financial Services, Accounts Receivable
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.7 GPA Cum Laude
St. Bernard's Central Catholic High School 2007 — 2011
High School Diploma
Life Science Nation June 2015 - Present
AT&T September 2013 - Present
Rollstone Bank & Trust May 2012 - August 2013
Dan's Place June 2006 - September 2011
Tyco September 2008 - September 2010
Skills
Sales, Microsoft Office, Customer Service, Customer Satisfaction, PowerPoint, Teamwork, Problem Solving, Time Management, Project Management, Analytical Skills, Strategic Thinking, Sales Operations, Account Management, Leadership, Direct Sales, Sales Management, Cross Selling, Retail Banking, Market Research, WordPress, Cold Calling, Copywriting, Blogging, Team Leadership, Research, Writing, Editing, Marketing
Education
University of Massachusetts Boston 2013 — 2015
Business Management and Marketing, 3.8
Mount Wachusett Community College 2010 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.2
Fitchburg State University March 2013 - Present
CVS Caremark Corporation June 2007 - Present
Fitchburg State University November 2006 - March 2013
IC Federal Credit Union April 2006 - November 2006
Rollstone Bank & Trust March 2005 - April 2006
Brooks Eckerd Pharmacy November 1998 - July 2005
Skills
Higher Education, Student Affairs, Teaching, Microsoft Office, Event Planning, PowerPoint, Research, Public Speaking, Microsoft Word, Editing, Microsoft Excel, Social Media, Customer Service, Nonprofits, Facebook
Education
Fitchburg State University 2011 — 2013
Master of Business Administration (M.B.A.), Master's of Business Administration in Management
Worcester State University 2000 — 2005
Bachelor's Degree, Business Administration and Management, General
North Middlesex Regional High School 1996 — 2000
High School
Siemens Healthcare December 2014 - January 2015
TEKsystems August 2013 - November 2014
Thrive Networks September 2012 - July 2013
Rollstone Bank & Trust December 2010 - July 2012
Spaulding Hill Networks, LLC August 2010 - December 2010
EMEC Americas May 2007 - September 2009
Self-Employed 2003 - 2006
Siemens Medical Solutions 1997 - 2003
Compaq (Now HP) 2000 - 2001
Skills
Siemens Soarian EDM, Servers, Active Directory, Windows Server, Windows 7, Technical Support, Troubleshooting, XP, Windows, Hardware, Microsoft Exchange, VMware, Networking, Network Administration, VPN, Computer Hardware, Virtualization, SharePoint, System Administration, Operating Systems, Software Installation, Security, Firewalls, Software Documentation, Citrix, Microsoft SQL Server, VMware ESX, Switches, Printers, Antivirus, Access, Laptops
Education
Lincoln Technical Certificate 2009 — 2010
Certificate, Network Communication and information Technology with concentration on Security
Northeastern University
UMass Dartmouth January 2014 - Present
Rollstone Bank & Trust May 2014 - August 2014
Education
University of Massachusetts Dartmouth 2012 — 2016
Finance, General
Enel Green Power North America July 2012 - December 2014
Thermo Fisher Scientific May 2011 - July 2012
U.S. Securities and Exchange Commission June 2010 - April 2011
US Securities and Exchange Commission May 2008 - June 2010
Boston College September 2007 - May 2008
Rollstone Bank & Trust May 2007 - May 2008
Boston College September 2006 - May 2007
Skills
Recruiting, Interviews, Background Checks, Onboarding, New Hire Orientations, HR Metrics, Headcount Reporting, HRIS Database Management, Performance Management, Award Programs, Benefits Administration, Workers Compensation, FMLA, Disability Claims..., Time & Attendance, Coordinating Events, Facility Relocation, Exit Interviews, HRIS, Talent Management, Applicant Tracking..., College Recruiting
Education
Boston College 2006 — 2010
Bachelor of Arts, Communication
St. Bernard's 2002 — 2006
Bollus Lynch, LLP July 2014 - Present
Slattery's Restaurant and Bar March 2008 - July 2014
Bollus Lynch, LLP February 2014 - April 2014
Columbia Tech May 2013 - August 2013
Fitchburg State University September 2012 - May 2013
Fitchburg State University Accounting Society February 2012 - May 2013
Rollstone Bank & Trust May 2011 - January 2013
Skills
Customer Service, Retail, Communication Skills, Peer Tutoring, Sales, Research, Analysis, Time Management, Outlook, Accounts Payable
Education
Assumption College 2014 — 2016
Master of Business Administration (M.B.A.)
Fitchburg State University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Rollstone Bank & Trust September 2011 - Present
Community Foundation of North Central Massachusetts September 2002 - September 2011
Leadership Dynamics 1997 - 2002
Skills
Wealth Management, Estate Planning, Loans, Commercial Lending, Credit, Leadership, Commercial Banking, Public Speaking, Marketing, Risk Management, Small Business Lending, Nonprofits, Retail Banking, Banking, Trusts, Team Building, Strategic Planning
Education
UNH School of Law 1989 — 1992
Rollstone Bank & Trust 2011 - Present
ABA Stonier Graduate School of Banking July 2014 - May 2015
Rollstone Bank & Trust 2007 - 2011
Bank of America 2005 - 2007
Skills
Financial Analysis, Cash Management, Banking, Commercial Banking, Accounting, Bloomberg Terminal, Commercial Lending, Credit, Credit Analysis, Credit Risk, Retail Banking, Small Business Lending, Portfolio Management
Education
ABA Stonier Graduate School of Banking
University of Pennsylvania - The Wharton School
Wharton Leadership Certificate
Fitchburg State University
Master of Business Administration (M.B.A.)
Fitchburg State University
Bachelor’s Degree, Accounting and Business/Management
Rollstone Bank & Trust December 2003 - Present
Skills
Banking, Cross Selling, Strategic Planning, Customer Service, Segmentation, Database Marketing, Direct Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Market Planning, PowerPoint, Market Research, Online Marketing
Education
Nichols College 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Rollstone Bank & Trust February 2004 - Present
Flagship Bank 2001 - 2004
Skills
Credit, Loans, Financial Analysis, Risk Management, Microsoft Office, Excel, Underwriting, Customer Service, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Banking, Real Estate, Lines Of Credit, Retail Banking
Education
University of Massachusetts, Amherst 1990 — 1991
B.S., Psycholgy, Economics
College of Wooster 1987 — 1989
Rollstone Bank & Trust
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Entrepreneurship, Commercial Banking, Lines Of Credit, Credit, Deposits, Small Business, SBA, Commercial Mortgages, Loan Origination, Cross Selling, Banking, Consumer Lending, Asset Based Lending, Retail Banking, Underwriting, Mortgage Banking
Education
Nichols College
Bachelor of Business Administration (B.B.A.)
Rollstone Bank & Trust February 2005 - Present
Skills
Credit, Commercial Lending, Small Business Lending, Customer Service, Credit Analysis, Consumer Lending, Cross Selling, Deposits, Mortgage Banking, Banking, Loans, Microsoft Word, Lines Of Credit, Retail Banking
Education
Fitchburg State College 1999 — 2005
Bachelor of Science
Regional Home Care January 2015 - Present
Regional Home Care May 2012 - Present
Tastefully Simple January 2006 - August 2013
Rollstone Bank & Trust January 2010 - April 2012
North Middlesex Regional School District September 2006 - January 2010
Marriott International August 1993 - November 1995
New England Therapeutic Associates December 1990 - April 1991
Skills
Time Management, Healthcare, Customer Service, Public Speaking, Leadership, Training, Team Building, Social Networking, Management, Teamwork
Education
Northern Essex Community College 1989 — 1990
Communication and Broadcast Journalism
Northern Essex Community College
Journalism
Honeyfarms 2006 - Present
Rollstone Bank & Trust May 1999 - Present
Education
Kaplan University 2006 — 2008
BACHELORS DEGREE, BUSINESS ADMIN, ACCOUNTING
Mount Wachusett Community College 1996 — 1998
Associates Degree, Business Administration, Accounting
Rollstone Bank & Trust May 1999 - Present
Honey Farms March 1998 - Present
Skills
Accounts Payable, General Ledger, Accounts Receivable, Auditing, Wire Transfers, ACH, Microsoft Office, Accounting, Deposits, Cash, Reconciliation, Invoicing, Payments, Excel, Balance, Journal Entries, Customer Service, Statements, Expenses, Banking, Adjustments, Account Reconciliation, Reconciliations, Cash Management, Data Entry, Word, PowerPoint
Education
2006-2008Kaplan UniversityFlorida-Online 2006 — 2008
Bachelors Degree, Business Administration
Mount Wachusett Community College 1996 — 1998
Associates Degree, Business Administration, Accounting
Fitchburg High School 1992 — 1996
High School Diploma
Rollstone Bank & Trust 2001 - Present
Mercadante & Mercadante, P.C. June 1981 - Present
Skills
Member of AICPA, ProSystem fx Tax, Multi-state tax returns, Individual Returns, 1120S, Tax Audit Representation, Personal Tax Planning, Business Entity..., Small Business Tax, Corporate Tax Planning, Credit Union Auditing, Financial Statement..., Tax Research, Property Tax
Education
Bentley University 1982 — 1985
Master's degree, Tax Law/Taxation
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor's degree, Accounting and Finance
American Equity Mortgage June 2012 - Present
Aflac and National Agents Alliance December 2011 - Present
AFLAC Insurance Producer November 2011 - June 2012
Rollstone Bank & Trust June 2009 - October 2011
Rollstone Bank & Trust June 2009 - October 2011
Western New England University September 2005 - May 2008
Worcester Tornadoes 2006 - 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Insurance, Accounting, Team Building, Strategic Planning, Access, Analysis, Marketing, Teamwork, Banking, Data Analysis
Education
Fitchburg State University 2010 — 2011
MBA, Management
Fitchburg State University 2010 — 2011
Masters, Business AdministrationGPA
Western New England College 2004 — 2008
BS, Economics
Western New England University 2004 — 2008
BS, Economics