Santander Bank, N.A.
Industry: Retail banking company
DescriptionSantander Bank, N. A., formerly Sovereign Bank, is a wholly owned subsidiary of Spanish Santander Group. It is based in Boston and its principal market is the northeastern United States. Parent organization: Santander Group Headquarters: Boston, Massachusetts, United States CEO: Scott Powell (30 Jul 2015–) Number of employees: 9,800 (2017) Founded: 1902 Subsidiaries: INDEPENDENCE COMMUNITY BANK CORP,
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2,310 Santander Bank, N.A. employees in database. Find out everything there's to know about Santander Bank, N.A. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Santander Bank, N.A. Employees
Macquarie Capital June 2015 - August 2015
Santander Bank, N.A. January 2015 - May 2015
InSiteful Translations August 2011 - May 2015
SC Department of Education May 2012 - July 2012
HABLA Project August 2011 - May 2012
Intercontinental Exchange February 2011 - February 2011
Skills
Project Finance Modeling, Renewable Energy Systems, Python, Geospatial Data, Linear Programming, Stochastic Modeling, VBA, Microsoft Excel, Crystal Ball, Data Mining, Google Analytics, Translation, Interpreting, Contract Translation, Public Speaking, Recruiting
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
B.S. in Business, Concentrations in Economics & Operations Research, 3.79 GPA
Sciences Po 2015 — 2015
International Business Exchange Program, Economics & Political Science
Beijing Language and Culture University 2012 — 2013
Mandarin
Liberty Mutual Insurance August 2015 - Present
Santander Bank, N.A. September 2013 - August 2015
Santander Bank, N.A. 2011 - 2015
Santander Bank, N.A. June 2011 - September 2013
Skills
Banking, Financial Risk..., Credit Risk, Financial Analysis, Executive Presentations, Microsoft Office, Quantitative Analytics, SQL, Microsoft Word, Microsoft Excel, PowerPoint, Data Mining, R, SAS Programming, VBA
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics and Finance
Universitat Pompeu Fabra 2010 — 2010
Economics-Finance, Economics
Santander Bank, N.A. May 2014 - Present
RBS Citizens Financial Group May 2013 - May 2014
State Street Bank January 2012 - May 2013
State Street Bank May 2008 - December 2011
State Street Bank August 2006 - May 2008
State Street Bank February 2005 - August 2006
State Street Bank February 2003 - February 2005
State Street Bank July 1999 - August 2003
State Street Bank December 1997 - July 1999
U.S. Embassy, Abidjan CI May 1995 - September 1995
Skills
Securities, Risk Assessment, Program Management, Mutual Funds, Management, Internal Controls, Financial Services, Financial Risk, Finance, Due Diligence, Banking, Auditing, Analysis, Accounting, AML
Education
Boston University
Master of Business Administration (MBA), Business Administration and Management, General
Bates College
Bachelor of Arts (B.A.), French Language and Literature
Capital One January 2013 - Present
Santander Bank, N.A. September 2011 - January 2013
Chase August 2008 - June 2010
Skills
Banking, Loans, Retail Banking, Credit, Consumer Lending, Mortgage Lending, Small Business Lending, Cross Selling, Lines Of Credit, Mortgage Banking, Credit Cards
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
American Income Life Insurance Company May 2014 - Present
Santander Bank, N.A. January 2013 - June 2014
Jose Tejas February 2011 - December 2012
Skills
Banking, Retail Banking, Loans, Credit, Credit Analysis, Cross Selling, Mortgage Lending, Cash Management, Deposits, Credit Risk, Commercial Banking, Portfolio Management
Education
Woodbridge High School 2007 — 2011
High School Degree
Berkeley College
Business Administration and Management, General
Vanguard December 2014 - Present
DePuy Synthes August 2014 - December 2014
Santander Bank, N.A. November 2013 - August 2014
Teleflex April 2008 - November 2013
Alcon Laboratories, Inc. May 2006 - November 2007
Penske Truck Leasing March 2001 - March 2006
Skills
Troubleshooting, Computer Hardware, Hardware, Customer Service, Work Ethic, Oral & Written..., Always Punctual, Priority Setting, CompTIA A+ Certification, Microsoft Certified..., Microsoft Office, Mobile Devices, LANDesk, Computer Repair, Computer Proficiency, Computer Maintenance, Virus Removal, Windows XP Pro, Windows Vista, Windows 7, Windows 7 Migration, Software Documentation, Microsoft Exchange, Active Directory, Windows Registry, Operating Systems, Windows XP
Education
Berks Technical Institute 1995 — 1996
Certificate, Computer Software Applications
Reading Central Catholic High School 1989 — 1993
Diploma (High School), General Education
Santander Bank, N.A. 2014 - Present
JPMorgan Chase January 2013 - November 2014
Brown Brothers Harriman June 2005 - June 2012
Skills
Accounting, Finance, Internal Controls, Financial Reporting, Auditing, Financial Statements, IFRS, US GAAP, Real Estate, GAAP, Internal Audit, General Ledger, Mutual Funds
Education
Bentley University
Thomson Reuters March 2014 - Present
Santander Bank, N.A. February 2013 - Present
J.P. Morgan October 2007 - January 2011
Skills
Equities, Financial Modeling, Sales, Portfolio Management, Finance, Due Diligence, Financial Analysis, Capital Markets, Banking, Derivatives, Fixed Income, Investments, Valuation, Analysis, Credit Analysis, Mutual Funds, Financial Reporting, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Masters, Finance, 3.4
Queens College City University of New 2001 — 2005
Bachelor, Economics
Santander Bank, N.A. October 2015 - Present
Seven Step RPO June 2013 - Present
SunTrust Bank June 2013 - October 2015
Janine B Sportsfishing May 2003 - June 2014
Town Administrator's Office May 2012 - September 2012
Skills
PowerPoint, Social Media, Microsoft Office, Public Speaking, Leadership, Research, Team Building, Microsoft Excel, Microsoft Word, Business Strategy, Customer Service, Entrepreneurship, Market Research, Facebook, Recruiting, Outlook, Project Management, Fundraising, Data Analysis, Access, Public Relations, Taleo, Talent Acquisition, Avature
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Santander Bank, N.A. June 2013 - Present
Skills
Risk Management, Investment Banking, Microsoft Excel, Common Sense, Financial Modeling, Proprietary Trading, Arbitrage, Capital Markets, Valuation, Microsoft Office, Corporate Finance, Quantitative Analytics, Project Management, CRM, Equity Research, Portfolio Management, Information Management, Data Mining, Data Analysis, E-commerce, Poker, Financial Analysis, Business Strategy, Budget Process, Marketing, Strategic Planning, Business Valuation, Business Statistics
Education
Babson College 2005 — 2009
Bachelor's Degree
Stuyvesant High School 2001 — 2005
High School
Santander Bank, N.A. October 2014 - Present
Santander Bank, N.A. July 2013 - Present
GM Financial/AmeriCredit January 2012 - July 2013
GM Financial/AmeriCredit February 2011 - January 2012
GM Financial/AmeriCredit May 2010 - February 2011
Skills
Credit Analysis, Credit, Credit Risk, Financial Analysis, Underwriting, Finance, Consumer Lending, Commercial Lending, Financial Statement..., Loan Origination, Cash Flow, Analysis
Education
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Double Major - Finance & Management
Santander Bank, N.A. July 2013 - Present
Citi August 2012 - July 2013
Santander Bank, N.A. June 2008 - July 2012
SunTrust Mortgage 2005 - 2006
Mizuho Coporate Bank October 1997 - March 2003
Moody's Investors Service September 1994 - September 1997
Skills
Residential Mortgages, Loans, Credit Analysis, Credit, Banking, Structured Finance, Loan Origination, Securitization, Credit Risk, ABS, Commercial Banking, Mortgage Lending, Capital Markets, Fixed Income, Financial Structuring, MBS, Retail Banking, Portfolio Management, Commercial Lending, Cross Selling, Bonds, Refinance, Commercial Mortgages, Mortgage Banking, Investment Properties, Consumer Lending
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, International Marketing
Santander Bank, N.A. February 2015 - Present
PNC September 2014 - February 2015
Capital One January 2014 - September 2014
Ocean Seafood July 2011 - January 2014
PNC September 2009 - June 2011
Skills
Sales, CRM, Customer Satisfaction, Leadership, Customer Service, Pricing, Banking, Customer Retention, Cold Calling, Call Centers, Finance, New Business Development, Relationship Management, Loans, Risk Management, Credit Cards, Investments, Cross Selling, Sales Process, Retail Banking, B2B
Education
Centenary College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bergen Community College 2009 — 2012
Business administration, Business, Management, Marketing, and Related Support Services
IMMI Financial Solutions May 2015 - Present
Santander Bank, N.A. March 2010 - April 2014
Grupo Santander Brasil March 2007 - December 2009
Carrefour July 2005 - February 2007
Skills
Banking, Retail Banking, Credit Cards, Cross Selling, Commercial Banking, Portfolio Management, Credit Analysis, Credit, Private Banking, Commercial Lending, Credit Risk, Loans, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Pontifícia Universidade Católica de São Paulo 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Santander Bank, N.A. November 2014 - Present
Santander Bank April 2011 - November 2014
Banco Santander September 2013 - December 2013
State Street Bank 2009 - 2011
State Street (SSgA) June 2008 - August 2008
Partners HealthCare (PCHI) June 2007 - August 2007
Skills
Banking, Financial Analysis, Corporate Finance, Financial Reporting, Portfolio Management, Financial Modeling, Credit, Finance, Strategic Financial..., Microsoft Excel, Project Management, Strategic Communications, Career Development, Cross-cultural..., International Relations, Healthcare, Private Equity Funding, PowerPoint
Education
Bentley University 2005 — 2009
Bachelor's Degree, Finance
Bond University 2008 — 2008
Finance
Santander Bank, N.A. June 2014 - Present
Solomon Page Group July 2013 - September 2013
: PAX VENTURES LLC, New York, NY September 2007 - July 2013
Afrocentric Associates LLC January 2005 - June 2007
Skills
Financial Analysis, Investment Advisory, Foreign Exchange Risk..., Corporate Banking, Investment Consulting, Private Equity, Risk Management, Microsoft Office, Valuation, Financial Statements, Asset Allocation, Security Analysis, Forecasting, Commercial Banking, Analysis
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance /Investment and Economics
BMCC 2007 — 2009
Associate of Arts (A.A.), Business Administration
University of Lisbon (Portugal) 2000 — 2003
Certificate in Portugusese Language, Language Interpretation and Translation
CHEIKH ANTA DIOP UNIVERSITY OF DAKAR(SENEGAL) 1998 — 2000
Bachelor's Degree In Foreign Language, Portuguese Language and Literature
Johnson & Johnson November 2001 - Present
Codman & Shurtleff November 2001 - Present
Santander Bank, N.A. February 1980 - November 2001
Skills
Technical Writing, Project Planning, Finance, Teamwork, Cross-functional..., Regulatory Affairs, Cross-cultural Teams, Collaboration, Project Coordination, Proofreading, Grant Writing, Community Outreach, Volunteering
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Science (B.S.), Finance, General
Santander Bank, N.A. 2013 - Present
Deal Group 2010 - 2013
Boathouse Capital April 2012 - December 2012
CMF Associates July 2009 - June 2010
WaMu April 2007 - January 2009
Allegiance BanK 2009 - 2009
Sterling National Bank 2004 - 2005
Skills
Financial Modeling, Capital IQ, DCF Valuation, Private Equity, Mergers, Investment Banking, Due Diligence, Venture Capital, Investments, Deal Sourcing
Education
Investment Banking Institute 2013 — 2013
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Boston College
Bachelor of Science (BS)
School of Hard Knocks
Santander Bank, N.A. June 2013 - Present
Santander Bank, N.A. August 2012 - May 2013
Santander Bank, N.A. January 2012 - July 2012
Santander Bank, N.A. November 2009 - December 2011
Fidelity Investments November 2006 - May 2008
Raytheon July 2001 - June 2006
Raytheon July 1999 - June 2001
Skills
Banking, Retail Banking, Portfolio Management, Business Analysis, Credit Risk, Loans, Financial Risk, Financial Analysis, Credit Cards, Credit Analysis, Relationship Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Santander Bank, N.A. January 2013 - Present
Dorchester Bay Economic Development Corporation October 2012 - Present
RBS Citizens, N.A. August 2009 - December 2012
KeyBank 2003 - 2009
Skills
Commercial Lending, Finance, Loans, Middle Market, Asset Based Lending, Banking, Leveraged Finance, Commercial Banking, Portfolio Management, Bonds, Cash Flow, Credit Analysis, Credit, Credit Risk, Mergers & Acquisitions
Education
Babson College 1979 — 1981
MBA, Finance
Colby College 1973 — 1977
B.A, Government
Santander Bank, N.A. September 2014 - Present
Santander Bank N.A. (fka Sovereign Bank N.A.) March 2000 - September 2014
US Trust (acquired by Citizens Bank) November 1999 - March 2000
Skills
Risk Management, Risk Assessment, Operational Risk..., Bank Secrecy Act, Critical Thinking, Internal Controls, Process Improvement, Productivity Enhancement, Auditing, Quality Auditing, Performance Metrics, Internal Audit, Regulatory Risk, Compliance, Policy Analysis, Policy Writing, Systems Conversions, Team Management, Strategic Planning, Enterprise Risk..., Regulations, Banking
Education
Bentley University 1992 — 1996
BS, Finance
Bryant University 1996 — 1998
MBA, Operations Management
Boston University 2008 — 2010
Graduate Certificate, Finance/ Financial Markets
Tiger Group, LLC March 2015 - Present
Santander Bank, N.A. May 2014 - March 2015
People's United Bank November 2013 - May 2014
Salus Capital Partners January 2013 - September 2013
Salus Capital Partners June 2012 - December 2012
BDC Capital February 2010 - June 2012
Wells Fargo Capital Finance March 2008 - February 2010
State Street September 2007 - February 2008
Skills
Loans, Portfolio Management, Financial Analysis, Credit Analysis, Asset Based Lending, Commercial Lending, Finance, Credit, Underwriting, Risk Management, Financial Reporting, Auditing, Management, Credit Risk, Banking
Education
Merrimack College 2005 — 2007
BS, Finance, Cum Laude Graduate
Bentley University 2003 — 2005
BS, Finance
Marketing & Business Development Consulting 2014 - Present
RBS Citizens Financial Group March 2012 - February 2014
Santander Bank, N.A. May 2011 - March 2012
Aiko Biotechnology, Inc March 2011 - May 2011
ANDOVER SCHOOL OF MONTESSORI September 2003 - June 2009
HSBC Singapore September 2000 - January 2001
HSBC Singapore May 1999 - September 2000
BANK OF AMERICA Singapore August 1998 - April 1999
CITIBANK Hong Kong April 1993 - July 1998
JPMorgan Chase October 1988 - January 1993
Skills
Marketing Strategy, Financial Modeling, Product Development, Pricing, Market Research, Product Management, Strategy, Competitive Analysis, Business Development, Investments, Entrepreneurship, Portfolio Management, Strategic Planning, Management, Finance, Analytics, CRM, Banking, Mergers & Acquisitions, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Corporate Strategy, Entrepreneurship, Marketing & Finance
National University of Singapore 1984 — 1987
Bachelor of Business Administration, Marketing and Finance
Santander Bank, N.A. July 2015 - Present
Capgemini Consulting August 2013 - Present
SPICMACAY April 2012 - Present
Auerbach Grayson March 2011 - March 2012
Accenture June 2005 - February 2011
Motilal Oswal Financial Services Ltd July 2001 - June 2005
Accenture June 2000 - June 2001
Bank of America January 1997 - December 1999
Skills
Financial Services, Equity Research, Management Consulting, Capital Markets, Business Development, Business Analysis, Consulting, Project Management, Business Strategy, Financial Analysis, Business Transformation, PMO, IT Strategy, Acquisition Integration, Financial Modeling, Program Management, Entrepreneurship, Strategic Planning, Sales, New Business Development, Project Finance, Institutional Sales, Institutional Research, Program Development, Software Project..., Stocks, Bank Mergers, Merger Integration, Bloomberg Terminal, Strategic Financial..., Entrepreneurial Finance, Large Systems..., Institution, Series 7, Series 63, Relationship Management, Account Management, Roadmap Creation, Equity Research Analysis, Value Investing, Outsourcing, PMP
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Value Investing & Investment Management
Babson College 1996 — 2000
BS, Entrepreneurship & Finance
P&P Temps Inc. February 2014 - Present
Nextage All-Star Realty June 2013 - June 2014
Wells Fargo August 2011 - February 2012
Santander Bank, N.A. January 2010 - August 2011
JPMorgan Chase December 2005 - March 2009
Bank of America May 2002 - February 2005
Skills
Real Estate, Sellers, Rentals, Short Sales, First Time Home Buyers, Buyer Representation, Listings, Condos, Single Family Homes, New Home Sales, Retail Banking, Sales Management, Goal-driven leader, Time Management, Sales Growth, Leadership Development, Professional Mentoring, Adapt Quickly to Change
Education
Swan Business & Education Center 2013 — 2013
Certification requirements complete, Real Estate
Middlesex County College 2002 — 2004
Berkeley College 1998 — 1999
Santander Bank, N.A. December 2013 - Present
adidas group April 2013 - Present
ISBAN, Santander Bank, N.A. April 2010 - April 2013
Deloitte August 2008 - April 2010
Skills
Financial Reporting, Financial Analysis, Business Process, Business Strategy, Change Management, Business Intelligence, GAAP, Microsoft Office, PowerPoint, Business Development, Project Management, Analysis, Process Improvement, Banking, Business Process..., Sarbanes-Oxley Act, Management Consulting, Financial Accounting, Business Analysis, Internal Controls, Finance, Auditing, Data Analysis, Financial Services, Governance, Business Transformation, PMO
Education
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Lorenzo D' Medici 2007 — 2007
EY June 2015 - Present
Bentley University September 2012 - Present
Santander Bank, N.A. February 2014 - May 2014
JT's Manor November 2011 - August 2012
Skills
Mathematics, Solid computer skills, Internal Controls, Software, Team Leadership, Organization, Chemistry, Data Analysis, Analytical Skills, Analysis, Time Management, Customer Service, Social Media, PowerPoint, Critical Thinking, Microsoft Excel, Access, Finance, Public Speaking, Sales, Teamwork
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Mathematical Science
John Jay Senior High School 2009 — 2012
Santander Bank, N.A. August 2014 - Present
John Hancock Financial Services January 2013 - August 2014
John Hancock Financial Services June 2009 - January 2013
ACCION International June 2007 - June 2009
Harvard Medical School September 2008 - December 2008
Emmanuel College August 2006 - May 2008
Skills
Finance, Analysis, Management, Corporate Finance, Auditing, Investments, Financial Services, Loans, Credit, Sales, Policy, Financial Analysis, Fixed Income, Banking, Economics, Portfolio Management, Account Reconciliation, Customer Service, Risk Management, Financial Reporting, Financial Modeling, Program Management
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.), Economics of Financial Markets, 3.92
New England College of Business and Finance 2010 — 2012
Master of Science, Finance, 3.97
Emmanuel College 2005 — 2009
Bachelor of Arts, Business Management
Emmanuel College 2005 — 2009
Bachelor of Arts, Mathematics
Central Catholic High School 2001 — 2005
Cambridge Savings Bank August 2015 - Present
Santander Bank, N.A. December 2012 - August 2015
Citizens Financial Group April 2011 - December 2012
Bank of America April 2006 - April 2011
Washington Mutual October 2002 - April 2006
Ameriquest Mortgage May 2002 - October 2002
Walt Disney World August 2001 - August 2002
Kroll Factual Data May 2001 - May 2002
Walt Disney World January 2001 - June 2001
IKON Office Solutions July 1997 - January 2001
Skills
Commercial Underwriting, Financial Analysis, Risk Assessment, Technology, FCRA, Commercial credit..., Credit Risk, Credit Scoring, Refinance, Portfolio Management, Underwriting, Mortgage Lending, Commercial Banking, Financial Modeling, Corporate Finance, Commercial Lending, Small Business Lending, Banking, Credit, Credit Analysis, Loans, Risk Management, Management, Finance, Leadership, Financial Risk, Analysis, Lines Of Credit, Consumer Lending, Relationship Management, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Masters of Business Administration (MBA), Marketing & Accounting concentrations
Bank of America 2007 — 2008
Formal Commercial Credit Training Program
Bentley University 1997 — 2002
Bachelor of Science (B.S.), Business Management, IT Minor
Disney University 2001 — 2001
"Ducktorate"
Santander Bank, N.A. September 2013 - Present
State Street 1994 - 2013
Sovereign Bank 2001 - 2005
State Street 1994 - 2001
KPMG US 1993 - 1994
Skills
Portfolio Management, Banking, Risk Management, Internal Audit, Derivatives, Hedge Funds, Fund Accounting, Securities, Valuation, Financial Reporting, Private Equity, Financial Services, Auditing, Internal Controls, Sarbanes-Oxley Act, Asset Management, Business Continuity, Consumer Lending, Commercial Lending, Anti Money Laundering, Bank Secrecy Act, Operational Risk..., Accounting, Financial Risk, Finance, Enterprise Risk...
Education
Babson College
Master of Business Administration, Finance, General
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude
Synta Pharmaceuticals June 2015 - Present
Santander Bank, N.A. June 2014 - August 2014
Scituate Youth Center July 2008 - August 2013
Skills
Mathematics, Microsoft Excel, Data Analysis, Time Management, SAS E-Miner, Process Modeling, SPSS, SAP, Negotiation, Group Work, Leadership, Social Media, PowerPoint, Microsoft Word
Education
Bentley University
Financial Services in automotive and/or banking industry June 2014 - June 2014
Santander Bank, N.A. 2013 - 2014
JPMorgan Chase September 2008 - August 2012
National Auto Finance (Division of GMAC) October 2007 - April 2008
Consumer Portfolio Services November 2006 - October 2007
Palisades Federal Credit Union May 2005 - January 2006
Primus Financial, (Division of Ford) 1997 - 2004
Skills
Proficient in Microsoft..., Proficient in Dealer..., NJ Notary, Building Strong..., Customer Service, Management, Loans, Credit, Leadership, Team Building, Training, Finance, Sales, Banking, Sales Operations, Marketing, Sales Process, Financial Services, Relationship Management
Education
Berkeley College 1976 — 1978
Associate's degree, Business, Management, Marketing, and Related Support Services
Berkeley College
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. July 2013 - June 2015
Epsilon October 2012 - July 2013
Epsilon October 2011 - October 2012
Skills
Unica Affinium Campaign, SAS, SQL, Microsoft Office 2007, Customer Satisfaction, Database Marketing, Marketing, Strategy, Databases, Analytics, Campaign Management, Data Analysis, CRM, Analysis, Segmentation, Microsoft Office, Microsoft Excel, Social Media, Management, Email Marketing, Direct Marketing
Education
Bentley University 2014 — 2019
Master of Science (M.S.), Marketing Analytics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Bachelor of Science (B.S.), Finance, General
Marist College 2007 — 2008
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
Santander Bank, N.A. October 2012 - Present
Santander Bank, N.A. October 2009 - October 2012
TD March 2009 - October 2009
Bank of America August 2007 - March 2009
Bank of America July 2006 - October 2008
Bank of America January 2004 - July 2006
Fleet Bank November 2000 - December 2003
Fleet Mortgage August 1996 - November 2000
Skills
Sales Management, Sales Process, Segmentation, Talent Development, Wealth Management, Customer Experience, Value Proposition..., Retail Banking, Private Banking, Investments, Mortgage Lending, Employee Engagement, Operational Risk..., Strategic Planning, Analytics, Program Execution, Program Implementation, Profit & Loss Management, Series 7, Series 24, Series 63, Series 66, Uniform Combined State..., Financial Services, Banking, Value Propositions, Commercial Banking, Credit, Strategy, Relationship Management, Income Statement, Talent Management, Portfolio Management, CRM, Customer Retention, Loans, Leadership, Networking, Risk Management, Management, Consumer Lending, Financial Advisory, Finance, Mergers & Acquisitions, Small Business Lending, Cross Selling, Commercial Lending, Loan Origination, Sales, Credit Analysis
Education
Pacific Coast Banking School 2005 — 2007
Banking Certificate
Bentley University 1989 — 1993
Bachelor's, Finance
Santander Bank, N.A. December 2014 - Present
Santander Bank, N.A. October 2013 - December 2014
State Street May 2012 - October 2013
Fidelity Investments August 2011 - May 2012
Fidelity Investments July 2010 - August 2011
Fidelity Investments November 2007 - July 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Valuation, Financial Reporting, Strategic Financial..., Advanced Proficiency in..., SAP Business Objects &..., Hyperion, Project Management..., Reuters, IBM Cognos, Oracle Discoverer, People Soft 7.01 & 7.5, Fidelity Investments..., Brokerage System, Longview Khalix, Spotfire, Well-articulated,..., Quantitative Aptitude, Cognos, Financial Risk, Financial Services, Capital Markets, Hyperion Enterprise, Project Management, Budgets
Education
Northeastern University 2010 — 2012
MBA, Finance and International Management
Bentley University 1998 — 2002
BS, Business Management/IT
Santander Bank, N.A. May 2014 - Present
MetLife January 2013 - December 2013
MetLife February 2010 - December 2012
MetLife February 2008 - January 2010
MetLife January 2005 - December 2007
MetLife January 1999 - December 2004
New England Financial December 1995 - January 1999
New England Financial December 1990 - November 1995
New England Financial December 1987 - November 1990
New England Financial March 1985 - November 1987
Skills
Operations Management, Organizational..., Team Building, Process Improvement, Change Management, IT Portfolio Management, IT Governance, IT Planning, Operational & Business..., Financial Reporting &..., PPPM Tools, Project Portfolio..., Governance, Leadership, IT Management, PMO, Management, IT Portfolio, Technology Planning, Cross-functional Team..., Strategy, SDLC
Education
Fairfield University
Bachelor of Science (BS), Business Administration and Management, General
Bentley University
Master of Business Administration (MBA)
Micron Systems Inc. October 2014 - Present
Santander Bank, N.A. November 2013 - October 2014
American Computer Consultancy Services June 2013 - November 2013
Go! Calendars, Games & Toys October 2011 - February 2012
Punjabi Food Express May 2010 - August 2011
The Grove July 2008 - January 2010
Elmhurst Public Library September 2007 - May 2008
Elmhurst Hospital May 2007 - September 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Teamwork, Research, English, Windows, Public Speaking, Data Analysis, Team Leadership, Leadership, Java, Social Media, Photoshop, Accounting, Python, SQL, MS Excel Pivot Tables, Time Management, micros, micr
Education
State University of New York at Binghamton 2010 — 2011
Bachelor of Arts (BA), Actuarial Science
City University of New York-Baruch College 2009 — 2010
Bank of America March 2015 - Present
Santander Bank, N.A. 2013 - March 2015
Citizens Bank 2013 - 2013
Citi 2011 - 2013
Bank of America January 2011 - October 2011
Bank of America 2006 - 2011
Tulsa Talons - Arena Football League 2005 - 2006
Skills
Loans, Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Relationship Management, Credit Analysis, Finance, Portfolio Management, Retail Banking, Cash Management, Investments, Small Business Lending, Branch Management, Management, Consumer Lending, Sales, CRM, Leadership, Commercial Mortgages, Small Business, Business Strategy, Executive Management, Risk Management, Lines Of Credit, Financial Services, Treasury Management, Underwriting, Deposits, Branch Banking, Cross Selling, Credit Cards, Credit Risk, Refinance
Education
Bentley University
Economics/Finance
Santander Bank, N.A. 2014 - Present
Santander Bank, N.A. 2013 - 2014
Salient Research and Consulting, LLC 2013 - 2013
Horizon Beverage 2011 - 2012
Lower Falls Wine Co. 2010 - 2010
Putnam Wine 2008 - 2009
Saratoga Wine Exchange 2007 - 2008
Georgetown University 2005 - 2007
Skills
SAS
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
Master of Business Administration (MBA)
Wine and Spirits Education Trust 2009 — 2010
Advanced Certification
Georgetown University
BA, Philosophy
Belmont Hill School
Capital One June 2014 - Present
Wells Fargo March 2014 - June 2014
Santander Bank, N.A. November 2012 - December 2013
AXA Advisors March 2012 - June 2012
Skills
English, Microsoft Excel, CRM Software, ACT!, LPL Branch, Microsoft Word, Microsoft Powerpoint, Teamwork, Finance, Valuation, Access, Outlook, Customer Service, Research, Investments, Equity Research, PowerPoint, CRM, Banking, Commercial Banking, Consumer Lending, Credit, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance, General
Berkeley College-New York 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Alumni
Santander Bank, N.A. June 2015 - Present
TD May 2014 - June 2015
Citizens Financial Group December 2004 - May 2014
Citizens Financial Group October 1998 - December 2004
Skills
Portfolio Management, Retail Banking, Risk Management, Banking, Credit, Small Business Lending, Loans, Consumer Lending, Leadership, Relationship Management, Management, Strategic Partnerships, Commercial Lending, Customer Experience, Financial Services, Strategy, Strategic Planning, Finance
Education
Southern New Hampshire University
Bachelor's Degree, Economics & Finance, 3.97
Southern New Hampshire University
Associate's Degree, Business Administration and Management, General
Babson College
New England School of Banking
Santander Bank, N.A. June 2014 - Present
Santander Bank, N.A. March 2009 - Present
Wellington Management October 2005 - December 2008
Bank of America January 1991 - September 2005
BAYBANK CORPORATION 1994 - 1997
Skills
Analytics, Cross-functional Team..., Banking, Market Research, Project Management, Leadership, SDLC, Management, Strategic Planning, Marketing, Analysis, Six Sigma, Finance, Forecasting, Strategy, Financial Services, Business Strategy, Portfolio Management, Financial Analysis, Relationship Management, Risk Management, CRM, Project Planning, Business Process..., Product Management, Credit, IT Strategy, Retail, Vendor Management, Process Improvement, Sales, Mergers & Acquisitions
Education
Babson College 1981 — 1983
MBA, Finance
University of Maine 1980 — 1981
BS, Agricultural and Resource Economics
College of the Holy Cross 1977 — 1979
Biology
Santander Bank, N.A. December 2014 - Present
Nike August 2011 - January 2014
Desert Raven Photography September 2012 - December 2012
Tommy Boy Entertainment February 2012 - May 2012
Prestige Liquors Inc July 2010 - January 2011
Levi Strauss & Co. August 2008 - December 2010
Athlete’s Foot April 2008 - August 2008
Baruch College August 2007 - December 2007
Skills
Merchandising, Sales, Customer Service, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Store Operations, Advertising, Fashion, Budgets, Human Resources, Retail, Management, Event Planning
Education
City University of New York-Baruch College 2006 — 2012
Bachelor of Arts (BA), Management of Musical Enterprise
Hostos Lincoln Academy of Science 2002 — 2006
Advanced Regents High School Diploma
Citibank N.A. / Citi Personal Wealth Management April 2013 - Present
Santander Bank, N.A. November 2011 - April 2013
JPMorgan Chase July 2005 - October 2011
Skills
Outlook, Excel, PowerPoint, Word, Microsoft Office, Process Improvement, Research, Event Planning, Strategic Planning, Financial Analysis, Credit, Banking, Cash Management, Investments, Customer Service, Budgets, Retail Banking, Spreadsheets, Access, Microsoft Excel, Sales, Loans, Insurance, Wealth Management, Equities, Financial Services, Fixed Annuities, Loan Origination, Series 63, Bonds, Consumer Lending, Series 6, Credit Cards, Retirement Planning, Mutual Funds
Education
Baruch College 2003 — 2008
Bachelor in Business Administration, Real Estate Finance and Investment
Santander Bank, N.A. June 2015 - Present
Atlantic Broadband January 2012 - May 2015
Sovereign Bank August 2010 - May 2011
The Kessler Group May 2006 - March 2010
Upromise March 2003 - April 2006
Kessler Financial Services 2001 - 2003
Fleet Boston Financial 2000 - 2000
Wachovia Bank Card Services / Partners First / First Annapolis Marketing Information Services 1996 - 2000
Skills
Database Marketing, Direct Marketing, Direct Mail, Segmentation, Email Marketing, Marketing Strategy, Vendor Management, Negotiation, Marketing Communications, Budgeting, Integrated Marketing, P&L Management, Process Improvement, Credit Cards, Online Banking, Affinity Programs, Key Account Management, Operations Management, Strategic Planning, Budgets, Internet Banking, Strategic Partnerships, Product Management, Loyalty Programs, Marketing, Competitive Analysis, Strategy, Online Marketing, Digital Marketing, CRM, Start-ups, Leadership, B2B, Management, Lead Generation, Program Management, Project Management, Customer Retention, Multi-channel Marketing
Education
Bentley University 1991 — 1994
MBA
Providence College 1986 — 1990
BS
Santander Bank, N.A. July 2013 - Present
Sovereign/ Santander January 2012 - June 2013
Sovereign/ Santander April 2010 - January 2012
Sovereign/ Santander December 2009 - April 2010
Sovereign Bank July 2008 - December 2009
State Street Bank & Trust Co October 2007 - July 2008
Ameriprise Financial Advisors December 2005 - September 2006
Skills
Portfolio Management, Risk Management, Bloomberg, Access, Banking, Credit, Securities, Analysis, Financial Analysis, Cash Management, Microsoft Excel, Financial Modeling, Credit Cards, Valuation, PowerPoint, Investments, Financial Reporting, Project Management, Accounting, Microsoft Office, Finance, Corporate Finance, Process Improvement, Loans, Budgets, Management, Commercial Banking, Credit Analysis, CRM
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
St Mark's School 1999 — 2003
CompleteCase.com April 2015 - Present
Santander Bank, N.A. June 2013 - October 2014
Merrill Edge January 2012 - June 2013
Mutual of Omaha April 2011 - December 2011
Fidelity Investments December 2006 - September 2010
FIDELITY INVESTMENTS WORKPLACE INVESTING December 2006 - September 2010
Lifestyle Portraits October 2001 - March 2006
LIFESTYLE PORTRAITS, INC January 2001 - January 2006
TELECOMM SOLUTIONS GROUP January 2000 - January 2001
FREEMAN WELWOOD January 1999 - January 2000
Skills
Retirement Planning, Business Planning, Defensive Planning, Insurance, Retirement, Small Business, 401k, Coaching, Sales Management, Team Building, New Business Development, Fixed Annuities, Marketing Strategy, Investments, Sales, Disability Insurance, Mutual Funds, Life Insurance
Education
Bentley University 1989 — 1993
Bachelor of Arts, English
Bentley University 1989 — 1993
BA, English Language and Literature/Letters
Lexington High School 1986 — 1989
H.S. Diploma, Regular/General High School/Secondary Diploma Program
Santander Bank, N.A. April 2010 - Present
University of Chicago 2008 - 2010
Daugherty Business Solutions January 2007 - August 2008
Allstate 2007 - 2008
Technium, Inc. 1995 - 2006
Skills
SDLC, Business Analysis, Project Portfolio..., Software Project..., IT Strategy, Requirements Analysis, PMO, Project Management, Agile Methodologies, Vendor Management, Program Management, Integration, PMP, Requirements Gathering, Visio, Project Delivery, IT Service Management, Management, Strategy, Business Process..., Business Process, IT Management, Process Improvement, CRM, Business Requirements, Governance, MS Project, Risk Management, Change Management, Management Consulting, Cross-functional Team..., Software Development, Team Management
Education
Harvard University 2011 — 2015
Master of Arts (M.A.), Management / Finance
Aurora University 1990 — 1992
Bachelor's degree, Computer Science
Sumitomo Mitsui Banking Corporation February 2015 - Present
Santander Bank, N.A. August 2012 - February 2015
Sumitomo Mitsui Banking Corporation October 2006 - August 2012
Mizuho Securities USA, Ltd. June 2004 - April 2006
THE National Bank June 2002 - November 2003
Softopia Japan (JET Program) June 2000 - June 2002
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Credit Risk, Japanese, Credit Analysis, Banking, Finance, Accounting, Equities, Risk Management, New Business Development, Financial Analysis, Capital Markets, Marketing, Credit Risk Modeling, Due Diligence, Financial Risk
Education
Bates College 1996 — 2000
Bachelor of Arts, Japanese Major/Economics Minor
New York Institute of Finance
Pleasant Valley High School
Santander Bank, N.A. March 2015 - Present
HSBC Private Bank December 2014 - March 2015
AppNexus January 2013 - October 2014
Municipal Credit Union January 2012 - December 2012
TD Bank September 2004 - January 2012
Commerce One Financial April 2004 - August 2004
National Securities Corp September 2003 - March 2004
Skills
Financial Analysis, Credit Risk, Derivatives, Finance, Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Equities, Credit Analysis, Credit, Loans, Portfolio Management, Banking, Mortgage Lending, Consumer Lending, Underwriting, Risk Management, Corporate Finance, Securities, Financial Services, Analysis, Management, Financial Risk, Commercial Banking, Accounting, Retail Banking, Relationship Management, Business Analysis, Due Diligence, Commercial Lending, Trading, Loan Origination, Customer Service, Financial Markets, Mortgage Banking, Project Management, Leadership, Financial Advisory, Sales, Small Business Lending, Strategy, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance & Investment Analysis
Universiteti i Tiranës 1992 — 1996
Bachelor’s Degree, Business Administration
Santander Bank, N.A. October 2014 - Present
Santander Bank, N.A. May 2014 - October 2014
Baruch College September 2008 - January 2013
Skills
Analysis, Mandarin, Microsoft Excel, Microsoft Office, PowerPoint
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.3
Bentley University September 2015 - Present
Santander Bank, N.A. September 2014 - August 2015
Santander Bank, N.A. November 2012 - September 2014
Lowe's Home Improvement September 2012 - November 2012
Lowe's Home Improvement May 2012 - November 2012
SUNY Potsdam June 2010 - May 2012
Lowe's Home Improvement March 2010 - March 2012
SUNY Potsdam August 2011 - January 2012
Future Business Leaders of America (FBLA) May 2011 - January 2012
Future Business Leaders of America (FBLA) August 2010 - May 2011
Skills
Proficient in Excel,..., Presentation Development, Customer Service, Inventory Management, Event Management, SPSS, Minitab, Data Mining, Data Analysis, International Business, Financial Analysis, Corporate Finance, Market Analysis, PowerPoint, Quantative Analysis, Management, Marketing, Time Management, Strategic Planning, Sales, Finance, Budgets, Analysis, Accounting, Banking, Credit, Loans, Microsoft Office
Education
Bentley University 2015 — 2016
Master of Finance, CFA candidate
SUNY Potsdam 2010 — 2012
B.A.S, Business Administration/Finance, 3.75
SUNY Brockport 2011 — 2011
Study Abroad, Islamic Spain/Morocco, 4.0
SUNY Jefferson 2009 — 2010
A.A.S, Business Administration, 3.6
SUNY Jefferson 2008 — 2009
A.A.S, Hospitality and Tourism, 3.5
SUNY Cortland 2006 — 2007
Mathematics
Gouverneur Central High School 2002 — 2006
Business, Mathematics, Science, 90
Apple August 2015 - Present
Apple August 2015 - Present
Santander Bank, N.A. February 2012 - May 2015
Vintage Soul Boutique September 2012 - December 2012
Torrid November 2011 - June 2012
Elite Tennis Academy December 2010 - June 2012
A.C. Moore September 2008 - January 2010
Skills
Makeup Artistry, Fashion, Fashion Photography, Social Media Marketing, Fashion Writing, Blogging, Photography, Writing, Editing, Proofreading, Drawing, Painting, Microsoft Office, Photoshop, Jasc Paint Shop Pro, Mac OS, Windows OS, Online Marketing, Social Media, Copywriting
Education
Berkeley College 2008 — 2013
Bachelor of Science (B.S.), Fashion Marketing/Management
Berkeley College 2008 — 2012
Bachelor of Science (B.S.), Fashion Marketing and Management
Citizens Bank June 2015 - Present
Santander Bank, N.A. August 2013 - June 2015
Santander Bank, N.A March 2011 - July 2013
State Street Bank June 2007 - December 2010
State Street Bank October 2004 - May 2007
Bank of America March 1999 - May 2004
Skills
Risk Management, Financial Analysis, Portfolio Management, Project Management, Curriculum Design, Training, Credit Underwriting, Underwriting, Counterparty Risk, Financial Risk, Credit, Loans, Banking, Credit Risk, Financial Services, Commercial Banking, Credit Analysis, Fixed Income, Finance
Education
Bentley University 1996 — 2000
BS, Finance
Trillium Asset Management March 2015 - Present
Pythagoras Investment Management LLC January 2015 - March 2015
Santander Bank, N.A. September 2014 - March 2015
Boston Harbor Angels September 2013 - June 2014
Babson College Fund 2013 - May 2014
Breckinridge Capital Advisors June 2013 - September 2013
Vinfen Corporation January 2013 - May 2013
Harvard University October 2011 - December 2012
My Art China Studio(大连美澳工作室) 2010 - 2012
Bank of China January 2008 - May 2010
Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment
Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting
Harvard University
Business Administration and Management, General
Abbott August 2015 - Present
Santander Bank, N.A. July 2014 - August 2015
Santander Bank, N.A. July 2013 - July 2014
JPMorgan Chase June 2012 - July 2013
Touchdown Media Inc. February 2008 - June 2013
Western Union February 2008 - August 2010
Skills
Sales, Marketing, Banking, Customer Service, Time Management, Accounting, Management, Microsoft Office, CRM, Credit, Microsoft Excel, Financial Services, Loans, Training, Portfolio Management, Finance, PowerPoint, Microsoft Word, Market Research, Forecasting, Financial Analysis, Credit Analysis, Risk Analysis
Education
Baruch College 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Investment
Benjamin N Cardozo High School 2007 — 2011
Santander Bank, N.A. August 2015 - Present
Citizens Financial Group (CFG) November 2012 - August 2015
Royal Bank of Scotland Group November 2011 - November 2012
RBS Citizens Group April 2009 - November 2011
Citizens Bank January 2005 - November 2008
Citizens Bank November 2001 - December 2004
FleetBoston 1999 - 2001
BankBoston 1993 - 1996
South Shore Bank / Multibank 1988 - 1993
Skills
Process Improvement, Business Analysis, Six Sigma, Banking, Project Management, Business Process..., Risk Management, Change Management, Program Management, PMO, Financial Services, Analytics, Retail Banking, Financial Analysis, SDLC, Financial Risk, Strategic Planning, Project Portfolio..., Tableau 7 Certified, Management Consulting, Tableau, DMAIC
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, MBA
Northeastern University 1985 — 1987
MA, Economic Development
Northeastern University 1980 — 1985
BS, Economics
Duxbury High
Santander Bank, N.A. April 2014 - Present
Santander Bank, N.A. October 2008 - April 2014
Sovereign Bank March 2000 - October 2008
Fleet Bank February 1994 - March 2000
Skills
Banking, Commercial Banking, Analysis, Retail Banking, Analytics, Finance, Management, Consumer Lending, Financial Analysis, Access, Risk Management, Credit, Loans, Portfolio Management, Vendor Management, Financial Services, Microsoft Excel, Visual Basic, Project Management, Process Improvement, Databases, Business Intelligence, SQL, Commercial Lending, Program Management, Executive Management, Sales, Sales Management, Brio Query, Brio Reports
Education
Drexel University 2004 — 2007
M.S., Information Systems, 3.81
Bentley University 1997 — 2002
B.S., Finance, 3.33
Waltham High School
Brown Brothers Harriman August 2015 - Present
Santander Bank, N.A. August 2014 - August 2015
KPMG US September 2013 - December 2013
Northwestern Mutual Life Insurance and Financial Services June 2012 - September 2012
Alzheimer's Association January 2011 - January 2012
Scott A. Goffstein & Associates, LLP October 2012 - 2012
Sinochem Group, FOTIC Inc May 2011 - August 2011
Morris Chinese Academy September 2009 - June 2011
Honeywell International, Inc June 2010 - August 2010
Lenovo Group June 2009 - August 2009
Skills
Microsoft Publisher, Microsoft Visio, Microsoft Excel, Microsoft OneNote, MIcrosoft Access, Adobe Photoshop, Adobe Illustrator, Adobe Lightroom, Research, Photoshop, Illustrator, Analysis, OneNote, Visio, Access, Time Management, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Internal Controls, HTML, Data Entry, Financial Modeling, Accounts Receivable, Chinese, SAP, Databases, WordPress
Education
Bentley University 2010 — 2014
Bachelor of Sciences, Corporate Finance and Accounting & Global Studies, Junior Year
Royal Holloway University of London 2012 — 2012
Minor, Politics, Sophomore Year
Parsippany Hills High School 2006 — 2010
Santander Bank, N.A. May 2015 - Present
HBS Rugby September 2011 - Present
Santander Bank, N.A. July 2014 - May 2015
Deloitte January 2013 - July 2014
athenahealth September 2012 - December 2012
Bentley University September 2011 - December 2012
PTC July 2012 - September 2012
HSBC Bank Argentina February 2009 - September 2011
HSBC Bank Argentina January 2008 - January 2009
HSBC Bank Argentina January 2007 - January 2008
Skills
Corporate Finance, Portfolio Management, Valuation, Financial Analysis, Banking, Financial Modeling, Capital Markets, Investment Banking, Investments, Spanish, French, Marketing, Microsoft SQL Server, Microsoft Excel, Access, PowerPoint
Education
Bentley University 2011 — 2012
Master of Business Administration (MBA), Management Concentration
Universidad Torcuato di Tella 2007 — 2007
Masters in Finance
Universidad Torcuato di Tella 2002 — 2005
BS in Business Administration and Economics
TD March 2013 - Present
Santander Bank, N.A. June 2011 - February 2013
Chase September 2005 - June 2011
Skills
New Business Development, Mortgage Lending, Small Business Lending, Retail Banking, Business Banking, Lifestyle Coaching, Employee Learning &..., Consumer Lending, Cross Selling, Networking, Business Networking, Sales Management, Sales Process, Sales Presentations, Facilitation, Coaching, Talent Management, Relationship Management, Management, Leadership, Banking, Loans, Finance, Portfolio Management, Sales, Credit, Investments, CRM, Commercial Lending, Credit Analysis, Financial Services, Credit Risk, Loan Origination, Risk Management, Business Planning, Lines Of Credit, Financial Analysis, Branch Management, Financial Risk, Underwriting, Credit Cards, Employee Training, Cash Management, Mentoring, Wealth Management, Business Development, Residential Mortgages, Customer Service, Mortgage Banking, Marketing Strategy
Education
Montclair State University 2012 — 2017
Business, Management, Marketing, and Related Support Services
Berkeley College 1997 — 1999
Associates Degree, Business, Management, Marketing, and Related Support Services, Presidents List
Leading Edge Entertainment March 2011 - Present
JPMorgan Chase & Co. February 2007 - April 2011
AMS Mortgage Services January 2004 - April 2007
Santander Bank, N.A. January 2003 - January 2005
Bank of America January 2002 - January 2003
Skills
Customer Service, Windows, Microsoft Office, Outlook, Computer Hardware, Troubleshooting, Windows 7, Windows XP, OS X, System Administration, Networking, Active Directory, Sales
Education
Berkeley College 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Santander Bank, N.A. January 2014 - Present
Santander Bank, N.A. July 2012 - January 2014
Santander Bank, N.A. August 2010 - June 2012
Santander Bank, N.A. August 2006 - August 2010
GMAC Commercial Mortgage August 2001 - September 2005
UNICON Financial Services, Inc. August 2000 - August 2001
Skills
Banking, Commercial Real Estate, Change Management, Leadership, Team Leadership, Cross-functional Team..., Portfolio Management, Auditing, Credit Risk, Regulatory Compliance, Asset Management, Fixed Income Analysis, Affordable Housing, Negotiation, Leadership Development, Mortgage Underwriting, Corporate Finance, Leases, Financial Analysis, Commercial Banking, Loan Origination, Debt Restructuring
Education
Baruch College, City University of New York (CUNY) 2015 — 2015
Certificate - Project Management, Project Management
Loyola Marymount University
Bachelor's degree, Business Administration and Management, Finance
Santander Bank, N.A. May 2013 - Present
Peak Financial Services February 2012 - September 2012
Peak Financial Services June 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Portfolio Management, Mutual Funds, Equities, Valuation, Financial Analysis, Microsoft Office, Credit Loss Forecasting, Microsoft SQL Server, VBA, R, Financial Modeling, SAS Programming, Bloomberg Terminal, Morningstar, MoneyGuide Pro, Retirement Planning
Education
Bentley University 2009 — 2013
BS, Corporate Finance/ Accounting, 3.53/4.0
Shrewsbury HS 2005 — 2009
Gardner Resources Consulting, LLC March 2015 - September 2015
ZeroChaos September 2014 - February 2015
Liberty Mutual Insurance May 2014 - February 2015
Worcester State University August 2013 - May 2014
Worcester State University May 2013 - May 2014
Worcester State University September 2012 - May 2013
Santander Bank, N.A. November 2009 - July 2011
Ortofarma Laboratório de Controle da Qualidade Ltda February 2006 - December 2007
Skills
Accounting, Auditing, Financial Reporting, Business Analysis, Financial Markets, QuickBooks, Strategic Financial..., Analysis, Internal Audit, Brazilian Portuguese, Spanish, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Banking, Economic Research, International Market..., Adobe Acrobat, Hyperion, Oracle Hyperion, FSI, SharePoint, Outlook, Lotus Notes, Colleague Development, Access, Financial Planning
Education
Bentley University 2014 — 2016
Master's Degree, Accounting and Finance
Worcester State University 2011 — 2014
Bachelor's Degree, Business Administration and Accounting, 3.8
University of Buenos Aires 2010 — 2010
Spanish Course, Spanish Language and Literature
FIEMG SENAI MG 2005 — 2006
Gestão de Processos Empresarial e Industrial, Gestão de processos
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Santander Bank, N.A. July 2014 - Present
Sovereign Bank September 2010 - July 2014
Sovereign Bank 2000 - 2010
Skills
Project Management, Client Service Oriented, Portfolio Management, Financial Analysis, MIS, Financial Reporting, Microsoft Excel, Access
Education
Bentley University
BS, Finance
Bentley University
BS, Finance
Santander Bank, N.A. February 2015 - Present
Santander Bank, N.A. February 2014 - February 2015
Santander Bank, N.A. August 2012 - January 2014
Bank of America September 2011 - July 2012
Skills
Bilingual, Eye For Detail, Customer Relations, Life & Health Insurance..., Leadership, Customer Retention, PowerPoint, Entrepreneurship, Customer Service, Sales, Management, Consumer Lending, Outlook, Spanish, Banking, Microsoft Word, Microsoft Office, Social Networking
Education
Assumption College 2006 — 2011
Bachelors of Arts, International Business
Santander Bank, N.A. January 2015 - August 2015
State Street August 2013 - May 2014
Babson Asia Business Club & Babson Asia Entrepreneurship Forum April 2013 - May 2014
Babson College 2014 - 2014
PwC September 2013 - December 2013
Infosys January 2013 - May 2013
Babson College January 2013 - May 2013
Industrial and Commercial Bank of China January 2011 - June 2012
Industrial and Commercial Bank of China July 2010 - August 2010
Skills
Finance, Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Banking, Microsoft Office, English, Mandarin, Commercial Banking, Microsoft Word, Windows, Financial Modeling, Financial Accounting, Financial Forecasting, Risk Management, Equities, Data Analysis, Market Research, Wealth Management, C/C++ STL, Capital IQ, Bloomberg, SAS, SharePoint, Visio, EViews, Outlook, Strategy, Accounting, Auditing, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Santander Bank, N.A. February 2015 - Present
Santander Bank, N.A. July 2014 - February 2015
Protiviti July 2013 - July 2014
Bentley University CIS Sandbox August 2012 - May 2013
John Brewer's Tavern January 2011 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, SAP, Oracle SQL, Java, Peachtree, Visio, Customer Service, Customer Satisfaction, Outlook, OneNote, XML, ACLS, Business Process Mapping, Data Analysis, IT Audit, Auditing, SQL, Internal Controls, Information Technology, Testing, Oracle, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Computer Information Systems
The University of Manchester 2011 — 2011
Study Abroad, Computer Information Systems
Santander Bank, N.A. April 2015 — Present
Santander Bank, N.A. February 2014 — March 2015
Santander Real Estate Capital July 2012 — February 2014
Arbor Commercial Mortgage October 2010 — July 2012
GEMSA/GE Real Estate June 2008 — October 2010
General Electric June 2007 — June 2008
Wellington Management May 2006 — September 2006
Wellington Management May 2005 — August 2005
Skills
Valuation, Asset Managment, Finance, Banking, Financial Modeling, Portfolio Management, Equities, Investments, Financial Analysis, Credit Analysis, Due Diligence, CMBS, Risk Management, Underwriting, Argus Modeling, Commercial Real Estate...
Education
Bentley University 2003 — 2007
Bachelor's degree, Finance
Chelmsford High School 2000 — 2003
Finance
Santander Bank, N.A. August 2014 - Present
KPMG January 2014 - August 2014
Commonwealth of Massachusetts Division of Banks May 2012 - January 2014
DesMeules Olmstead & Ostler June 2010 - June 2012
Skills
Research, Financial Regulation, Finance, RESPA, HMDA, FCRA
Education
Bentley University 2010 — 2012
Bachelor of Science, Economics; law concentration
Western New England College 2008 — 2010
Sport Management
Santander Bank, N.A. July 2014 - Present
BBVA Compass July 2011 - July 2014
BBVA Compass September 2010 - July 2011
Newedge USA, LLC December 2008 - December 2009
Commercebank, N.A. May 2006 - October 2007
Skills
Internal Controls, Business Process..., Risk Management, Operational Risk..., Database Development, Operational Risk, Databases, Financial Risk, Analysis, Enterprise Risk..., Business Process, Business Analysis, Process Improvement, Business Process Mapping, Strategy, Credit, Banking, Finance, Management, Financial Analysis
Education
University of Miami 1999 — 2001
Master of Arts, Applied Humanities
Barry University 1996 — 1998
Bachelor of Arts, Humanities
American InterContinental University 2005 — 2005
Master of Science, Information Security - Information Technology
Santander Bank, N.A. June 2014 - Present
Cambridge Savings Bank March 2012 - June 2014
GE Capital July 2011 - March 2012
GE Capital July 2008 - July 2011
GE Capital July 2006 - July 2008
Comcast June 2005 - August 2005
Citigroup October 2003 - July 2004
Needham & Company October 2000 - September 2002
MedVen Development Corporation November 1997 - October 2000
Skills
Portfolio Management, Financial Modeling, Leveraged Finance, Corporate Finance, Valuation, Financial Analysis, Private Equity, Risk Management, Due Diligence, Capital Markets, Underwriting, Financial Structuring, Credit, Credit Risk, Team Management, Credit Analysis, Finance, Structured Finance, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance, Accounting and Strategic Management
The Risk Management Association
Credit Risk Certified (RMA-CRC Designation)
American Bankers Association
Supervisor Certification & Team Leader Certification
GE Capital Risk Management Leadership Program (RMLP) 2006 — 2008
Formal two-year credit training leadership program
City University of New York-Baruch College 2002 — 2004
Professional Certificate, Finance
New York University 2003 — 2003
Professional Certificate, Financial Risk Management
Cornell University
BA, Biological Sciences
Loyola High School of Los Angeles
Boston Public Schools August 2014 - Present
Teach For America June 2014 - Present
BetterLesson July 2015 - August 2015
Lawrence Public Schools June 2014 - August 2014
Belmont Savings Bank June 2012 - June 2014
Santander Bank, N.A. June 2011 - June 2012
The Steppingstone Foundation September 2010 - May 2011
The Steppingstone Foundation June 2010 - August 2010
City Year July 2009 - February 2010
Middlesex Savings Bank May 2009 - July 2009
Education
Boston University 2014 — 2015
Teaching Credential, Secondary Mathematics
Bentley University 2009 — 2011
Master of Business Administration (MBA), Management
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics-Finance, Minor in Spanish
Suffolk University
Semester Abroad in Madrid, Spain
Santander Bank, N.A. November 2013 - Present
Deloitte July 2012 - November 2013
Taiwan Mobile August 2006 - May 2010
Aveda, Taiwan December 2003 - July 2006
Taiwan Mobile
Skills
SPSS, SAS, Minitab, Visio, SQL, Mandarin, PowerPoint, Tableau, Oracle, R, Java, Access, Microsoft SQL Server, Time Series Analysis, Quantitative Analytics, Microsoft Excel, Data Analysis, Data Mining, Management, Analysis, Microsoft Office, Analytics, Business Analysis, Leadership
Education
Bentley University 2010 — 2012
MBA, Business Analytics and IT, 3.94
National Sun Yat-Sen University 1998 — 2003
Bachelor, Business Administration, Finance
Santander Bank, N.A. 2001 - Present
Emigrant Bank 1999 - 2001
Astoria Federal (LISB) 1998 - 1999
Bank of America 1996 - 1998
Citi 1993 - 1996
Skills
Banking, Philanthropy, Financial Services, Community Development, Corporate Social..., Change Management, Collaborative Leadership, Strategic Communications, Cross-functional Team..., Economic Development, Strategic Planning, Impact Assessment, Impact Investing, Internal/External..., Business Development, PowerPoint, Business Ethics, Leadership, Project Management, Project Planning, Public Relations, Service Profit Chain..., Strategic Partnerships, Sustainability, Urban Economics, Grant Monitoring, Grants, Policy, Program Management, Community Outreach, Community Engagement, Nonprofits, Real Estate, Affordable Housing, Contract Negotiation, Strategy, Business Strategy, Management Consulting, Finance, Portfolio Management, Capital Markets, Equity Management, Problem Solving, Problem Analysis, Collaborative Problem..., Collaboration Solutions, Scenario Planning, Scenario Analysis, Analysis, Management
Education
Bard College
Bachelor of Arts (AB), Major: Economics
Bard MBA in Sustainability
Master of Business Administration (MBA), Impact Finance
Santander Bank, N.A. October 2014 - Present
Citizens Bank October 2012 - October 2014
Citizens Bank December 2010 - October 2012
Citizens Bank December 2007 - December 2010
State Street Bank February 2007 - December 2007
Skills
SAS programming, Pricing Analysis, Salesforce.com..., Report Development, Business Analytics, V Lookups, Pivot Tables
Education
Assumption College 1998 — 2002
Bachelor of Arts (B.A.), Economics, 3.23
Santander Bank, N.A. June 2009 - Present
Santander Bank, N.A. September 2007 - June 2009
Santander Bank, N.A. June 2005 - August 2007
Skills
Risk Management, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Credit, Real Estate, Investment Properties, Commercial Real Estate, Financial Risk, Finance, Portfolio Management
Education
Boston University Graduate School of Management 2012 — 2016
Master of Business Administration (MBA) / MA Economics Dual Degree, Candidate
Bentley University 2001 — 2005
B.S., Finance
Santander Bank, N.A. November 2013 - April 2015
Dunkin brands Inc. September 2009 - November 2013
BNY Mellon August 2006 - September 2009
Mortgage Network Inc August 2002 - October 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2002
Master of science, Corporate Finance
Bentley University 1997 — 2001
BS, Finance
Self Employed 2013 - Present
Santander Bank, N.A. 2011 - 2013
Passport Equity Partners 2010 - 2012
First Financial Trust 2009 - 2010
BNY Mellon Wealth Management 2006 - 2009
BNY Mellon Wealth Management 2003 - 2005
Mellon Financial 2002 - 2003
Skills
Investments, Sales, Entrepreneurship, Management, Strategy, Small Business, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis
Education
Babson College 2010 — 2011
Master of Business Administration (M.B.A.)
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Finance
Thayer Academy 1991 — 1997
Sussex Economic Advisors, LLC March 2014 - Present
Santander Bank, N.A. December 2009 - February 2014
Sovereign Bank March 2003 - December 2009
FleetBoston Financial November 1999 - December 2002
Fleet Bank December 1995 - November 1999
Shawmut Bank June 1977 - December 1995
Skills
Credit, Credit Analysis, Banking, Capital Markets, Portfolio Management, Loan Origination, Credit Risk, Commercial Banking, Loans, Commercial Lending, Risk Management, Financial Analysis, Management, Financial Structuring, Cash Management, Structured Finance, Relationship Management, Fixed Income, Financial Risk, Asset Based Lending, Finance, Financial Modeling, Financial Services, Investment Banking, Equities, Mergers & Acquisitions, Asset Management, Syndications, Project Finance, Valuation, Hedge Funds, Middle Market, Executive Management, Corporate Finance, Trading, Small Business Lending, Treasury Management, Investments, Derivatives, Underwriting, Due Diligence, Lines Of Credit, Financial Markets, FX Options, Private Equity, Bloomberg, Strategic Financial..., Mortgage Lending, Energy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1977
MBA, Finance
Babson College 1968 — 1972
BS, Marketing
Santander Bank, N.A. 2015 - Present
Marsh & McLennan Companies, Inc. 2012 - 2015
Toxikon Corporation 2011 - 2012
University of Southern California 2009 - 2011
California State University, Long Beach 2007 - 2009
University of Southern California 2003 - 2007
STA Travel 1999 - 2003
Skills
Excel, Word, PowerPoint, Sabre, Lotus Notes, PeopleSoft, Oracle, Microsoft Excel, Microsoft Word, Project Management, Social Media Marketing, Data Analysis, Business Analysis, Account Management, Business Travel, Financial Analysis, Procurement, Travel Management, Customer Service, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Boston University
Bachelor of Science (BS), Management Studies
Santander December 2014 - Present
Santander Bank, N.A. May 2013 - Present
Sovereign Bank - Banco Santander April 2009 - April 2013
Sovereign Bank July 1999 - March 2009
Skills
Risk Management, Program Management, Change Management, Cross-functional Team..., Leadership, Management, Mergers & Acquisitions, Integration, Governance, Retail Banking
Education
Suffolk University, MBA 1996 — 1998
MBA, Finance
Assumption College 1984 — 1988
BA, Economics
Santander Bank, N.A. January 2014 - Present
Northwestern Mutual May 2010 - December 2013
Oracle 2007 - 2008
Merrill Lynch November 2000 - April 2005
Education
Babson College
Santander Bank, N.A. 2014 - Present
Citi 2011 - 2014
Bank of America 2007 - 2010
State Street Corporation 1999 - 2007
Skills
Corporate Actions, Banking, Securities, Risk Management, Process Improvement, Financial Services, Change Management, Six Sigma, Project Management, Management, IT Strategy, Operations Management, Business Analysis, Business Intelligence, PMO, Project Portfolio..., Business Transformation, SDLC, Requirements Analysis, Financial Analysis, Outsourcing, Business Process..., Financial Risk, Vendor Management, Program Management, Data Analysis, Business Process, Software Project..., Team Management, Analysis, Process Engineering, Product Management, Business Strategy, Integration, Governance, Strategy, Operational Risk..., Leadership, Portfolio Management, Management Consulting, Cross-functional Team..., Business Process..., Executive Management, CRM, Operational Excellence, Quality Assurance, Mergers & Acquisitions, Mutual Funds, Analytics, PMP
Education
Babson College - Franklin W. Olin Graduate School of Business
Master's Degree
College of the Holy Cross
Bachelor's Degree
Harvard University
Master’s Degree
Santander Bank, N.A. June 2014 - Present
Santander Bank, N.A. December 2011 - Present
Sovereign Bank February 2010 - December 2011
JP Morgan Chase 2003 - February 2010
Choicepoint Precision Marketing (Formerly MITI) 1999 - 2000
Epsilon 1993 - 1999
Skills
Commercial Banking, Financial Services, Banking, Cash Management, Credit, Product Management, Customer Acquisition, Customer Experience, Commercial Lending, Competitive Analysis, Investments, Product Marketing
Education
Bentley University 1989 — 1993
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
ClearSlide, Inc. February 2012 - December 2014
Private March 2011 - February 2012
Santander Bank, N.A. April 2008 - December 2010
UBS June 2005 - August 2005
Skills
JavaScript, Ruby, Ruby on Rails, Backbone.js, jQuery, Web Development, SQL, Git, HTML, Python, CSS, Microsoft Excel, Data Analysis, PostgreSQL, RSpec, Test Driven Development, Bootstrap
Education
App Academy
Bentley University
Master of Science
Bentley University
Bachelor of Science
PepsiCo June 2014 - August 2014
Berkeley Research Group LLC February 2012 - August 2013
Navigant Consulting February 2009 - February 2012
Navigant August 2007 - February 2009
Santander Bank, N.A. June 2006 - December 2006
Skills
Management Consulting, Valuation, Corporate Finance, Market Research, Economics, Data Analysis, Strategy, Financial Analysis, Business Strategy, Management, Financial Modeling, Analysis, Consulting
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Babson College 2003 — 2007
The Latin School of Chicago 1999 — 2003
High School
Santander Bank, N.A. March 2015 - Present
Portigon AG (fka WestLB AG) May 2010 - February 2015
WestLB June 2006 - May 2010
Deutsche Bank February 2003 - June 2006
Skills
Portfolio Management, Investment Banking, Capital Markets, Loans, Structured Finance, Fixed Income, Derivatives, Bonds, Equities, Financial Structuring, Leveraged Finance, Credit Analysis, Distressed Debt, Credit Risk, Investments
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Finance
Sun Yat-Sen University
Bachelor of Arts (B.A.)
University of Mississippi
Master of Arts (M.A.), Economics
Santander Bank, N.A. June 2015 - Present
PNC December 2011 - June 2015
ARAMARK March 2010 - December 2011
Hyperion Bank September 2007 - September 2009
Cornerstone Bank May 2004 - September 2007
Commerce Bank February 2002 - May 2004
Skills
Banking, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Credit Risk, Credit, Financial Risk, Commercial Banking, Leadership, Budgets, Forecasting, Small Business Lending, Finance, Process Improvement, Loans, Commercial Lending, Cash Management
Education
Berkeley College
Accounting
Holbrook Cooperative Bank March 2015 - Present
Santander Bank, N.A. July 2011 - March 2015
First National Bank of Ipswich August 2007 - July 2011
BLDC 2000 - 2010
Ellis Memorial & Eldredge House, Inc. 1988 - 2010
TD Banknorth, N.A. June 2004 - August 2007
South Shore Savings Bank 2000 - 2003
Mellon Corporation 2000 - 2002
USTrust Bank 1995 - 2000
State Street Bank 1992 - 1995
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Financial Analysis, Underwriting, Credit Risk, Lines Of Credit, Loan Origination, Asset Based Lending, Consumer Lending, Mortgage Lending, Real Estate, Cash Management, Commercial Mortgages, Mortgage Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Management
Dartmouth College 1979 — 1983
BA, Government
Greenhill School 1976 — 1979
HS Diploma, General
Santander Bank, N.A. June 2015 - Present
Bank of America May 2003 - June 2015
RCE Inc. January 2000 - May 2015
Sigma Beta Rho Fraternity, Inc. May 2000 - May 2003
Skills
Six Sigma, Sales Management, Portfolio Management, Microsoft Excel, Banking, Credit, Customer Service, Financial Analysis, Leadership, Loans, Management, Analysis, Forecasting, Process Improvement, Retail Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Boston University Questrom School of Business 1999 — 2003
Santander Bank, N.A. 2005 - Present
Computershare 2007 - 2008
Fleet Bank 2000 - 2005
BankBoston 1993 - 2000
Skills
Banking, Risk Management, Financial Services, Business Analysis, Process Improvement, Fixed Income, Mergers, Vendor Management
Education
Bentley University 1995 — 1998
Master of Business Administration (MBA)
University of Massachusetts Boston 1992 — 1995
Bachelor's degree
Santander Bank, N.A. October 2013 - Present
Santander Bank, N.A. June 2009 - October 2013
Sovereign Bank September 2008 - June 2009
Bank of America May 2000 - September 2008
Partners First Holdings, LLC June 1998 - March 2000
Skills
Credit, Credit Risk, Risk Management, Financial Risk, Finance, Investments, Commercial Banking, Portfolio Management, Loans, Banking, Underwriting, Basel II, Mortgage Lending
Education
Harvard Business School 2012 — 2013
HBS Alumni
Babson College 1994 — 1998
BS, Economics
Santander Bank, N.A. April 2013 - Present
eXalt Solutions, US/India April 2011 - April 2013
Malden YMCA October 2008 - September 2011
First Investors Corporation May 2008 - October 2009
North Central MA Chamber of Commerce 2009 - 2009
State Street May 2007 - August 2007
Owego Heat Treat, Inc. September 2000 - April 2006
Skills
PeopleSoft, Product Management, Data Analysis, Forecasting, Strategic Planning, Team Building, Microsoft Excel, SQL, Process Improvement
Education
Bentley University 2004 — 2008
BS, Mathematics
Santander Bank, N.A. September 2013 - Present
Scottrade March 2009 - September 2013
E1 Asset Management May 2005 - August 2006
US Army May 2000 - May 2005
Skills
Investments, SAS, Series 63, Series 7, R, Microsoft Excel, SQL, Time Series Analysis, Cluster Analysis, Asset Management
Education
City University of New York-Baruch College 2009 — 2012
MS, Statistics
Queens College 2005 — 2008
BA, Economics, Political Science
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
Fidelity Investments 2007 - 2010
JPMorganChase 2006 - 2007
Skills
Bloomberg, Essbase, Variance Analysis, Financial Analysis, Financial Reporting, General Ledger, Reconciliation, Lotus Notes, Excel, Account Reconciliation, PowerPoint, Word, Spreadsheets, Access, Ad Hoc Reporting
Education
Bentley University 2003 — 2005
MS, Finance
Santander Bank, N.A. September 2015 - Present
John Hancock Retirement Plan Services April 2015 - September 2015
New York Life RPS May 2009 - April 2015
Wellington Management 2007 - 2009
State Street June 2003 - 2007
State Street May 1997 - June 2003
Skills
Risk Management, Business Analysis, Program Management, Cross-functional Team..., CRM, Six Sigma, SDLC, Outsourcing, Management, Leadership, Project Management, Financial Services, Vendor Management, Relationship Management, Process Improvement, PMO, Change Management, Team Management, Portfolio Management, Banking, Business Process, Business Planning, Negotiation, Analysis, Business Process..., Budgets
Education
Bentley University 1995 — 1997
Bachelors, Finance
Santander Holdings USA June 2015 - Present
Santander Bank, N.A. March 2014 - Present
J.P. Morgan February 2010 - March 2014
J.P. Morgan February 2008 - February 2010
J.P. Morgan August 2007 - February 2008
State Street May 2006 - August 2007
PricewaterhouseCoopers May 2005 - July 2005
The Gillette Company 2003 - 2003
The Gillette Company 2003 - 2003
The Gillette Company 2002 - 2003
Skills
Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Derivatives, Swaps, Investments, Valuation, Financial Services, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investments and Securities, Business Analytics
Northeastern University 2001 — 2006
Bachelor of Science, International Business Administration; International Business and Finance Spanish Language Track
Wilton High School 1998 — 2001
Santander Bank, N.A. June 2014 - Present
Santander Bank, N.A. July 2013 - June 2014
Santander Bank, N.A. March 2011 - July 2013
The TJX Companies, Inc. June 2010 - December 2010
VizQuest Ventures May 2009 - March 2010
Skills
Data Analysis, Forecasting, Project Management, Business Analysis, Microsoft Excel, SAP, Oracle, CCAR, Governance, Interpersonal Skills, Team Leadership, Financial Modeling, Management, Hyperion Enterprise, PowerPoint, Financial Analysis, Business Intelligence, Business Objects, Analysis
Education
Babson College 2006 — 2010
Economics / Strategic Management
Santander Bank, N.A. August 2011 - Present
The Lowell Five Cent Savings Bank September 2010 - August 2011
North Middlesex Savings Bank October 2000 - September 2010
Skills
Banking, Retail Banking, Credit, Loans, Financial Services, Consumer Lending, Risk Management
Education
Becker College 2006 — 2008
Bachelors, Business Administration
Santander Bank, N.A. May 2015 - Present
Lewtan Technologies July 2010 - May 2015
Standard & Poor's July 2006 - July 2010
Bank of New York Mellon March 2001 - July 2006
Deutsche Bank April 1995 - April 2001
Bankers Mutual 1989 - 1995
Skills
Structured Finance, Capital Markets, Strategic Partnerships, Analytics, Banking, Product Management, New Business Development, Product Marketing, ABS, Leadership, Derivatives, Portfolio Management, Investment Banking, Financial Structuring, Securitization, Strategy, Funding, Financial Services, Asset Management, Management, Credit, Finance, Structured Products, Fixed Income, CDO, Business Development, CRM, Loans, Product Development, Negotiation, Team Management, Team Building, Risk Management, Change Management, Investments, Financial Analysis, Financial Markets, Securities, Analysis, Residential Mortgages, Valuation, Financial Modeling, Relationship Management
Education
Ateneo de Manila University
New York University
Bachelors, Economics
Santander Bank, N.A. September 2014 - Present
U.S. Bank January 2013 - July 2014
Babson College July 2012 - September 2012
Wells Fargo June 2012 - August 2012
Babson College January 2012 - May 2012
Winnersquared September 2011 - January 2012
Excell Partners, Inc. June 2011 - September 2011
Sutherland Global Services January 2009 - May 2011
Oceanic Capital January 2005 - January 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, DCF, APV, Strategy Development, Structured Finance, Corporate Finance, Investments, Capital Markets, Bonds, Equities, Venture Capital, Microsoft Excel, Strategy, Analysis, Bloomberg, Investment Banking, Mergers & Acquisitions, Asset Management, Competitive Analysis, Portfolio Management, Financial Reporting, Forecasting, Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Finance and Entrepreneurship
Rochester Institute of Technology 2008 — 2010
Bsc, Finance and Economics
University of Lagos
MATHEMATICS
Santander Bank, N.A. August 2015 - Present
UBS Investment Bank April 2015 - July 2015
AIG March 2015 - April 2015
Citi June 2014 - December 2014
SMBC Capital Markets February 2014 - May 2014
BNP Paribas May 2013 - January 2014
Asset and Resource Management Company Ltd. (ARM Investment Managers) September 2012 - March 2013
State Street May 2010 - August 2012
Deutsche Bank December 2008 - October 2009
JPMorgan Chase July 2007 - December 2008
Skills
Fluent in Spanish, Speak Portuguese and..., Speak Chinese and..., Derivatives, Risk, Capital Markets, Commodities, Basel II, Credit Risk, Fixed Income, Operational Risk, Hedging, Risk Management, Equities, Financial Markets, Internal Audit, Operational Risk..., Asset Management, Trading, Banking, Credit, Compliance, Valuation, SOX, Financial Modeling, Financial Analysis, ALM, Enterprise Risk..., Portfolio Management, Bloomberg, Due Diligence, Financial Reporting, FX, Investment Banking, Structured Products, Risk Assessment, Options, Back Office, Credit Analysis, Insurance, Internal Controls, Audit, AML, Risk Mitigation, Wealth Management, Investments, Interest Rate..., Interest Rate Hedging, Interest Rate Swaps, Hedge Funds
Education
Terra Kulture 2012 — 2015
Yoruba, Beginners
NY City Educational Instructor 1999 — 2013
Bilingual Certification in Spanish, Primary Education, First Grade through High School
Beijing Foreign Studies University 2000 — 2008
Chinese (Mandarin), Mandarin, Japanese, Vietnamese
Fordham University School of Business 1986 — 1987
MBA Program, Finance
University of Navarre, Pamplona, Spain 1981 — 1982
Diploma-I.L.C.E., Hispanic Studies
College of the Holy Cross 1977 — 1981
BA, Economics
Ossining, NY OVAC- EMT
Emergency Medical Technician, First Responder, Basic First Aid- some advanced methods
Santander Bank, N.A. January 2003 - Present
Fleet Bank February 1996 - December 2002
Skills
Credit Analysis, Asset Based Lending, Underwriting, Workout, Commercial Lending, Small Business Lending, Commercial Banking, Loans, Middle Market, Banking, Portfolio Management, Credit, Credit Risk, Capital Markets, Lines Of Credit
Education
Drexel University - LeBow College of Business
MBA, Finance and Economics
Babson College 1987 — 1991
B.S., Entrepreneurial Studies & Marketing
Santander Bank, N.A. July 2014 - Present
Hard Rock Rocksino Northfield Park December 2013 - June 2014
KeyBank June 2006 - September 2012
FirstMerit Bank May 2003 - June 2006
Skills
Risk Management, Banking, Financial Analysis, Internal Audit, Anti Money Laundering, Enterprise Risk..., Credit, Finance, Risk Assessment, Accounting, Financial Risk, Auditing, Operational Risk..., Issue Management, Issue Identification
Education
Baldwin-Wallace College 1998 — 2003
Master in Business Administration in Accounting, Business/Accounting
Santander Bank, N.A. March 2015 - Present
Spencer Barnor Capital LLC May 2013 - March 2015
The World Bank Independent Evaluation Group January 2014 - May 2014
First Global Xpress March 2013 - June 2013
Columbia Impact Investment Initiative/Access Afya February 2013 - May 2013
Skills
PowerPoint, Economic Data Analysis, Policy Analysis, International Trade, International Business..., International Capital..., Bond Pricing, Quantitative Analytics, Due Diligence, Financial Analysis, Economics
Education
Columbia University - School of International and Public Affairs 2013 — 2014
Master of Public Administration (MPA), International Economic and Finance Policy; Advance Policy and Economic Analysis
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, International Business; Philosophy; Political Science
Bayside High School 2004 — 2008
Santander Bank, N.A. September 2015 - Present
Merrill Edge July 2013 - September 2015
Ramada Inn Airport & Conference Center 2006 - 2011
Chase Tower 2004 - 2006
Holiday Inn 2004 - 2006
True Advantage 2003 - 2004
Lighthouse Inn 2001 - 2003
TD Waterhouse 1992 - 2001
Education
Bentley University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Santander Bank, N.A. October 2014 - Present
NBT Bank June 2013 - September 2014
NBT Bank June 2012 - June 2013
TD Bank June 2009 - August 2011
Target June 2005 - August 2008
Skills
Banking, Insurance, Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Teamwork, Time Management, Finance, Financial Modeling, Financial Reporting, Access
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting, 3.22
Santander Bank, N.A. February 2010 - Present
Capmark October 2004 - February 2010
Bank of America September 1989 - October 2004
BayBank June 1982 - September 1989
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Loan Origination, Commercial Mortgages
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Tufts University
Bachelor of Arts (B.A.)
Santander Bank, N.A. July 2006 - Present
Citizens Bank March 2005 - July 2006
The Home Depot August 2002 - March 2005
Fleet Bank January 1998 - July 2002
Banco del Pichincha June 1993 - June 1995
Skills
Product Management, Commercial Banking, Banking, Strategic Planning, Risk Management, Business Strategy, Cash Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Universidad San Francisco de Quito 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Santander Bank, N.A. August 2014 - Present
East Boston Savings Bank 2001 - 2014
Peabody & Arnold LLP June 1998 - October 2001
Bank of Boston January 1994 - June 1998
Skills
Banking, Regulatory Compliance, Financial Services, Finance, Financial Analysis, Due Diligence, Executive Management, KYC, Internal Audit, Operational Risk
Education
Massachusetts School of Law 1994 — 1998
Juris Doctor, Law
Bentley University 1989 — 1994
Bachelor's degree, Finance, General
Santander Bank, N.A. January 2014 - Present
Banco Santander November 2012 - November 2013
Education
CEREM - Escuela Internacional de Negocios 2012 — 2013
Course in Accounting and Finance
Universidad Carlos III de Madrid 2008 — 2012
Bachelor's degree, Bilingual Business and Management Degree
Ateneo de Manila University 2011 — 2012
Business Management
Santander Bank, N.A. July 2014 - Present
State Street Corp April 2010 - July 2014
State Street May 2008 - April 2010
State Street August 2006 - May 2008
State Street February 2006 - August 2006
Skills
Banking, Finance, Mutual Funds, Portfolio Management, Financial Analysis, Corporate Finance, Financial Reporting, Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2009
Master of Business Administration (M.B.A.)
Bentley University
Bachelor of Science in Finance with minor in Computer Information Systems
Fleetmatics 2014 - 2014
Santander Bank, N.A. 2013 - 2014
AT&T March 2012 - September 2013
Verizon Wireless October 2008 - August 2011
Skills
Sales Operations, Training, Leadership, Customer Service, Sales, Customer Satisfaction
Education
Bellevue University 2014 — 2016
Master’s Degree, Human Resources Strategic Management
Bellevue University 2010 — 2014
Bachelor's Degree, Human Resource Management, 3.49/4.0
Santander Bank, N.A. August 2012 - Present
Skills
Banking, Customer Service, Financial Analysis, Credit, Finance, Management, Leadership, Loans, Sales, Retail Banking
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor's degree, Financial Mathematics
US Bank Customer Service AssociateDesert Schools Federal Credit UnionOctober 2014 - July 2015
PNC August 2010 - July 2014
Santander Bank, N.A. November 2004 - January 2010
Santander Bank, N.A. November 2004 - January 2010
Skills
Banking, Credit, Retail Banking, Commercial Lending, Credit Analysis, Cross Selling, Loans, Commercial Banking, Consumer Lending, Mortgage Lending, Cash Management, Credit Risk, Small Business Lending, Lines Of Credit, Loan Origination
Education
CUNY Hostos Community College 2007 — 2010
Associate of Science (A.S.), Accounting and Finance
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting and Finance