Safety Fund National Bank
Description
The Safety Fund National Bank is a historic bank building at 470 Main Street in Fitchburg, Massachusetts. Completed in 1895, it is a prominent work of local architect H.M. Francis, and one of its only buildings to continuously house a bank since its construction. Architectural style: Renaissance Added to NRHP: April 30, 2009 NRHP Reference Number: 09000252
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Safety Fund National Bank Employees
Employee
Years
Job
Industry
Joe Feraco, MBA Joe Feraco, MBA's Safety Fund National Bank Experience 1995 - 1997
Job Wholesaler at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services 2015 - Present
LPL Financial 2013 - 2015
LPL Financial 2006 - 2013
Independent Financial 2006 - 2008
Allmerica Financial 2001 - 2006
Allmerica Financial 1998 - 2001
Allmerica Financial 1997 - 1998
Safety Fund National Bank 1995 - 1997
Skills
MBA, FINRA, Series 6, Series 7, Series 26, Series 63, Series 65, Investment Advisory..., Brokerage, Mutual Funds, Annuity Sales, Life Insurance, Investments, Securities, Strategic Financial..., Notary Public, Financial Services, Fixed Annuities, Insurance, Portfolio Management, Finance, Financial Planning, Retirement, Wealth Management, Relationship Building, Sales
Education
Western New England University 1999 — 2000
Master of Business Administration (M.B.A.), Management and Finance
Università degli Studi di Salerno 1994 — 1995
Graduate Studies in International Business
Worcester State University 1987 — 1991
BS, Business Administration
Citizens Investment Services 2015 - Present
LPL Financial 2013 - 2015
LPL Financial 2006 - 2013
Independent Financial 2006 - 2008
Allmerica Financial 2001 - 2006
Allmerica Financial 1998 - 2001
Allmerica Financial 1997 - 1998
Safety Fund National Bank 1995 - 1997
Skills
MBA, FINRA, Series 6, Series 7, Series 26, Series 63, Series 65, Investment Advisory..., Brokerage, Mutual Funds, Annuity Sales, Life Insurance, Investments, Securities, Strategic Financial..., Notary Public, Financial Services, Fixed Annuities, Insurance, Portfolio Management, Finance, Financial Planning, Retirement, Wealth Management, Relationship Building, Sales
Education
Western New England University 1999 — 2000
Master of Business Administration (M.B.A.), Management and Finance
Università degli Studi di Salerno 1994 — 1995
Graduate Studies in International Business
Worcester State University 1987 — 1991
BS, Business Administration
David Christianson, Jr. David Christianson, Jr.'s Safety Fund National Bank Experience October 1993 - September 1995
Job Senior Vice President, Consulting Services at Versatile
Industry Information Technology and Services
Experience
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
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
Mayank R Desai's Safety Fund National Bank Experience September 1994 - September 1996
Job Director, Employer Sponsored Division at AXA US
Industry Financial Services
Experience
AXA US January 2014 - Present
AXA US April 2007 - January 2014
AXA US September 2005 - April 2007
AXA US October 1999 - September 2005
Fleet Bank September 1996 - October 1999
Safety Fund National Bank September 1994 - September 1996
United Bank of Philadelphia August 1993 - August 1994
Midlantic Bank September 1992 - August 1993
Skills
Analysis, Risk Management, Financial Services, Project Management, Insurance, Business Intelligence, Financial Modeling, Finance, Strategic Planning, Strategy, Relational Databases, SQL, Credit, Management, Business Analysis, Data Mining, Commercial Lending, Financial Analysis, Process Improvement, OLAP, Commercial Credit, Employer Sponsored Plans
Education
Villanova University
B.S./B.A, Business Administration (1990)
Temple University
Master of Business Administration (MBA), Finance (1992)
Worcester Polytechnic Institute
Certificate, Client Server / Relational Databases (1998)
AXA US January 2014 - Present
AXA US April 2007 - January 2014
AXA US September 2005 - April 2007
AXA US October 1999 - September 2005
Fleet Bank September 1996 - October 1999
Safety Fund National Bank September 1994 - September 1996
United Bank of Philadelphia August 1993 - August 1994
Midlantic Bank September 1992 - August 1993
Skills
Analysis, Risk Management, Financial Services, Project Management, Insurance, Business Intelligence, Financial Modeling, Finance, Strategic Planning, Strategy, Relational Databases, SQL, Credit, Management, Business Analysis, Data Mining, Commercial Lending, Financial Analysis, Process Improvement, OLAP, Commercial Credit, Employer Sponsored Plans
Education
Villanova University
B.S./B.A, Business Administration (1990)
Temple University
Master of Business Administration (MBA), Finance (1992)
Worcester Polytechnic Institute
Certificate, Client Server / Relational Databases (1998)
craig arsenault's Safety Fund National Bank Experience 1994 - 1996
Job Group Manager, Wealth Management, SVP at Peoples United Bank
Industry Investment Management
Experience
Peoples United Bank July 2003 - Present
TD Bank, formly Banknorth June 1989 - July 2003
Safety Fund National Bank 1994 - 1996
Skills
Wealth Management, Asset Management, Financial Planning, Investments, Retirement, Retirement Planning, Banking, Estate Planning, Sales Management, Team Leadership, Asset Allocation, Strategic Financial..., Commercial Banking, Portfolio Management, Mutual Funds, Securities, Series 63, Series 7, Investment Advisory, Credit, Commercial Lending, Investment Strategies, Alternative Investments, Private Banking, Financial Services, Wealth
Education
Cannon Financial Institute 1999 — 2000
CTFA, Trust School
Bentley College 1989 — 1993
BS, Finance
Leominster High School 1985 — 1989
finance
Peoples United Bank July 2003 - Present
TD Bank, formly Banknorth June 1989 - July 2003
Safety Fund National Bank 1994 - 1996
Skills
Wealth Management, Asset Management, Financial Planning, Investments, Retirement, Retirement Planning, Banking, Estate Planning, Sales Management, Team Leadership, Asset Allocation, Strategic Financial..., Commercial Banking, Portfolio Management, Mutual Funds, Securities, Series 63, Series 7, Investment Advisory, Credit, Commercial Lending, Investment Strategies, Alternative Investments, Private Banking, Financial Services, Wealth
Education
Cannon Financial Institute 1999 — 2000
CTFA, Trust School
Bentley College 1989 — 1993
BS, Finance
Leominster High School 1985 — 1989
finance
Kenneth Simms Kenneth Simms's Safety Fund National Bank Experience January 1982 - September 1993
Job Retired Executive and former Chief Marketing Officer
Industry Banking
Experience
Retired Executive January 2015 - Present
Avidia Bank October 1998 - December 2014
Deluxe Collaborative 2005 - 2007
Compass Stitching & Packaging Company October 1993 - September 1998
Safety Fund National Bank January 1982 - September 1993
Skills
Banking, Marketing Strategy, Market Research, Strategic Planning, Marketing Communications, Marketing, Management, Business Strategy, Leadership, Business Development, Advertising, Retail Banking, Sales, Mergers & Acquisitions, New Business Development, Strategy, Social Media Marketing, Direct Marketing, Marketing Management, Financial Services, Sales Management, Lead Generation, SEO, CRM, Analytics, Email Marketing, Market Planning, Integrated Marketing, Competitive Analysis, Product Marketing, Product Development, Strategic Partnerships, Customer Service
Education
School of Bank Management and Administration at the University of Wisconsin 1988 — 1990
Certificate of Completion
University of Massachusetts Lowell 1972 — 1974
B. S. Cum Laude, Marketing
Retired Executive January 2015 - Present
Avidia Bank October 1998 - December 2014
Deluxe Collaborative 2005 - 2007
Compass Stitching & Packaging Company October 1993 - September 1998
Safety Fund National Bank January 1982 - September 1993
Skills
Banking, Marketing Strategy, Market Research, Strategic Planning, Marketing Communications, Marketing, Management, Business Strategy, Leadership, Business Development, Advertising, Retail Banking, Sales, Mergers & Acquisitions, New Business Development, Strategy, Social Media Marketing, Direct Marketing, Marketing Management, Financial Services, Sales Management, Lead Generation, SEO, CRM, Analytics, Email Marketing, Market Planning, Integrated Marketing, Competitive Analysis, Product Marketing, Product Development, Strategic Partnerships, Customer Service
Education
School of Bank Management and Administration at the University of Wisconsin 1988 — 1990
Certificate of Completion
University of Massachusetts Lowell 1972 — 1974
B. S. Cum Laude, Marketing
Mary Beth Jokela Mary Beth Jokela's Safety Fund National Bank Experience June 1990 - March 1996
Job Vice President of Finance and Operations at Versatile
Industry Information Technology and Services
Experience
Versatile January 2015 - Present
Versatile Communications August 2012 - Present
Versatile Communications December 2011 - August 2012
Concordant May 2000 - July 2011
Inacom March 1996 - May 2000
Safety Fund National Bank June 1990 - March 1996
Skills
MBA, Revenue Management, Collections Management, Revenue Analysis, Strategic Planning, Operations Management, Systems Improvement, Business Process..., Financial Controlling, Financial Reporting, Management, Profit Maximization, Process Improvement, Forecasting, Banking, Professional Services, Business Process, Leadership, Mergers & Acquisitions, Project Management, Salesforce.com, Solution Selling, Enterprise Software, CRM
Education
Nichols College 1993 — 1996
MBA
Bentley University 1986 — 1990
BS, Accounting
Versatile January 2015 - Present
Versatile Communications August 2012 - Present
Versatile Communications December 2011 - August 2012
Concordant May 2000 - July 2011
Inacom March 1996 - May 2000
Safety Fund National Bank June 1990 - March 1996
Skills
MBA, Revenue Management, Collections Management, Revenue Analysis, Strategic Planning, Operations Management, Systems Improvement, Business Process..., Financial Controlling, Financial Reporting, Management, Profit Maximization, Process Improvement, Forecasting, Banking, Professional Services, Business Process, Leadership, Mergers & Acquisitions, Project Management, Salesforce.com, Solution Selling, Enterprise Software, CRM
Education
Nichols College 1993 — 1996
MBA
Bentley University 1986 — 1990
BS, Accounting
Robert Jokela Robert Jokela's Safety Fund National Bank Experience July 1989 - January 1996
Job Assistant Superintendent Finance & Operations
Industry Education Management
Experience
Fitchburg Public School System August 2008 - Present
Jewish Family & Children's Service of Boston July 2006 - May 2008
Children's Aid & Family Service, Inc. 2003 - 2006
Jokela Business Consulting 2002 - 2003
American Holographic 1996 - 2002
Safety Fund National Bank July 1989 - January 1996
Skills
Educational Leadership, Strategic Planning, Strategic Financial..., Financial Structuring, Budget Process, Capital Budgeting, Operations Management, Financial Audits, IT Strategy, IT Management, IT Infrastructure..., Process Redesign, Board Development, Committee Leadership, Strategic Policy..., Contract Negotiating, Program Management, Program Development, Human Resources, Mergers, Acquisitions, Divestitures, Commercial Lending, Budgets, Policy
Education
Clark University 2004 — 2008
Masters in Public Administration
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Isenberg School of Management, UMass Amherst
BS, Finance
Mount Wachusett Community College
Fitchburg Public School System August 2008 - Present
Jewish Family & Children's Service of Boston July 2006 - May 2008
Children's Aid & Family Service, Inc. 2003 - 2006
Jokela Business Consulting 2002 - 2003
American Holographic 1996 - 2002
Safety Fund National Bank July 1989 - January 1996
Skills
Educational Leadership, Strategic Planning, Strategic Financial..., Financial Structuring, Budget Process, Capital Budgeting, Operations Management, Financial Audits, IT Strategy, IT Management, IT Infrastructure..., Process Redesign, Board Development, Committee Leadership, Strategic Policy..., Contract Negotiating, Program Management, Program Development, Human Resources, Mergers, Acquisitions, Divestitures, Commercial Lending, Budgets, Policy
Education
Clark University 2004 — 2008
Masters in Public Administration
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Isenberg School of Management, UMass Amherst
BS, Finance
Mount Wachusett Community College
Karen Thorne's Safety Fund National Bank Experience 1997 - 1999
Job Vice President at North Middlesex Savings Bank
Industry Banking
Experience
North Middlesex Savings Bank April 2006 - Present
TD Bank 1997 - 2005
Safety Fund National Bank 1997 - 1999
The Cooperative Bank of Concord 1994 - 1997
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Risk, Banking, Risk Management, Commercial Mortgages, Credit Analysis, Portfolio Management, Relationship Management, Underwriting, Lines Of Credit, Loan Origination, Financial Risk, Executive Management, Financial Analysis, SBA, Financial Structuring, Retail Banking, Small Business, Financial Services, Construction Loans, Refinance, Banking Relationships, Financial Statement..., Credit Cards, Real Estate, Middle Market, Cash Flow Lending
Education
Bentley University 1982 — 1986
BS, AS
North Middlesex Savings Bank April 2006 - Present
TD Bank 1997 - 2005
Safety Fund National Bank 1997 - 1999
The Cooperative Bank of Concord 1994 - 1997
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Risk, Banking, Risk Management, Commercial Mortgages, Credit Analysis, Portfolio Management, Relationship Management, Underwriting, Lines Of Credit, Loan Origination, Financial Risk, Executive Management, Financial Analysis, SBA, Financial Structuring, Retail Banking, Small Business, Financial Services, Construction Loans, Refinance, Banking Relationships, Financial Statement..., Credit Cards, Real Estate, Middle Market, Cash Flow Lending
Education
Bentley University 1982 — 1986
BS, AS
Mariann Castelli Hier's Safety Fund National Bank Experience 1987 - 1993
Job Treasurer at City of Worcester, Massachusetts
Industry Government Administration
Experience
City of Worcester 2010 - Present
Fitchburg State University 2009 - July 2010
Fitchburg State University 2007 - 2009
Fitchburg State University 2003 - 2007
Fitchburg State College 1999 - 2003
Fitchburg State University 1996 - 1999
Fitchburg State University 1995 - 1996
Mount Wachusett Community College 1993 - 1994
Fairbanks Group 1993 - 1994
Safety Fund National Bank 1987 - 1993
Skills
Accounting, Finance, Budgets, Forecasting, Strategic Financial..., Accounts Payable, Account Reconciliation, Payroll, Cash Management, Human Resources, Risk Management, Grants, Public Relations, Research, Tax, Management, Treasury Management, Non-profits, Executive Management, Analysis, Strategic Human..., Policy, Financial Analysis, Leadership, Treasury, Internal Controls, Auditing, Managerial Finance, Financial Reporting, Government, General Ledger, Administration, Financial Audits, Data Analysis, Nonprofits, Process Improvement, Financial Planning
Education
Boston University 2001 — 2002
Certificate, Professional Controllership
Antioch University New England 1999 — 2000
Master of Education, Organization and Management
Wellesley College 1998 — 1999
Certificate, Management Institute-Higher Education
Cornell University 1997 — 1997
Certificate, Administrative Management Institute
University of Colorado Boulder 1990 — 1990
Certificate, Business of Banking School
Fitchburg State University 1984 — 1984
Bachelor, cum laude, Business Administration
Mount Wachusett Community College 1975 — 1975
Associate, Business Technology
National Association of College and University Business Officers
Certificate, Integrated Budgeting and Planning
National Association of College and University Business Officers
Certificate, Managerial Accounting and Analysis
National Association of College and University Business Officers
Certificate, Intermediate Accounting
City of Worcester 2010 - Present
Fitchburg State University 2009 - July 2010
Fitchburg State University 2007 - 2009
Fitchburg State University 2003 - 2007
Fitchburg State College 1999 - 2003
Fitchburg State University 1996 - 1999
Fitchburg State University 1995 - 1996
Mount Wachusett Community College 1993 - 1994
Fairbanks Group 1993 - 1994
Safety Fund National Bank 1987 - 1993
Skills
Accounting, Finance, Budgets, Forecasting, Strategic Financial..., Accounts Payable, Account Reconciliation, Payroll, Cash Management, Human Resources, Risk Management, Grants, Public Relations, Research, Tax, Management, Treasury Management, Non-profits, Executive Management, Analysis, Strategic Human..., Policy, Financial Analysis, Leadership, Treasury, Internal Controls, Auditing, Managerial Finance, Financial Reporting, Government, General Ledger, Administration, Financial Audits, Data Analysis, Nonprofits, Process Improvement, Financial Planning
Education
Boston University 2001 — 2002
Certificate, Professional Controllership
Antioch University New England 1999 — 2000
Master of Education, Organization and Management
Wellesley College 1998 — 1999
Certificate, Management Institute-Higher Education
Cornell University 1997 — 1997
Certificate, Administrative Management Institute
University of Colorado Boulder 1990 — 1990
Certificate, Business of Banking School
Fitchburg State University 1984 — 1984
Bachelor, cum laude, Business Administration
Mount Wachusett Community College 1975 — 1975
Associate, Business Technology
National Association of College and University Business Officers
Certificate, Integrated Budgeting and Planning
National Association of College and University Business Officers
Certificate, Managerial Accounting and Analysis
National Association of College and University Business Officers
Certificate, Intermediate Accounting
Margaret Stone's Safety Fund National Bank Experience July 1994 - April 1996
Job Senior executive assistant
Industry Financial Services
Experience
Citizens Financial Group, Inc. January 2015 - Present
Fidelity Investments May 2007 - December 2014
Sovereign Bank November 1998 - January 2007
Commerce Bank April 1996 - November 1998
Safety Fund National Bank July 1994 - April 1996
Skills
Microsoft Office, Time Management, SharePoint, Executive..., Event Planning, Project Management, Leadership, Travel Arrangements, Banking, Event Management, Visio, Customer Service
Education
Duquesne University 2012 — 2015
Master of Science (M.S.), Leadership in professional administration
Duquesne University 2010 — 2011
Bachelor of Science, Organizational Behavior
Quinsigamond Community College 1992 — 1994
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Citizens Financial Group, Inc. January 2015 - Present
Fidelity Investments May 2007 - December 2014
Sovereign Bank November 1998 - January 2007
Commerce Bank April 1996 - November 1998
Safety Fund National Bank July 1994 - April 1996
Skills
Microsoft Office, Time Management, SharePoint, Executive..., Event Planning, Project Management, Leadership, Travel Arrangements, Banking, Event Management, Visio, Customer Service
Education
Duquesne University 2012 — 2015
Master of Science (M.S.), Leadership in professional administration
Duquesne University 2010 — 2011
Bachelor of Science, Organizational Behavior
Quinsigamond Community College 1992 — 1994
Associate's degree, Liberal Arts and Sciences/Liberal Studies