Savings Institute Bank & Trust Company
Description
Founded: 1842 Parent organization: SI Financial Group, Inc. Subsidiaries: SI Mortgage Co, Savings Institute Bank & Trust Company, ESOP
Savings Institute Bank & Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Savings Institute Bank & Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Savings Institute Bank & Trust Company Salaries. You can even request information on how much does Savings Institute Bank & Trust Company pay if you want to. Learn about salaries, pros and cons of working for Savings Institute Bank & Trust Company directly from the past employees.
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72 Savings Institute Bank & Trust Company employees in database. Find out everything there's to know about Savings Institute Bank & Trust Company 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.
Savings Institute Bank & Trust Company Employees
Employee
Years
Job
Industry
Shawn Trott Shawn Trott's Savings Institute Bank & Trust Company Experience August 2007 - December 2013
Job Document Specialist Consultant
Industry Accounting
Experience
Universal Staffing Services December 2014 - Present
Pratt & Whitney December 2013 - July 2014
Savings Institute Bank & Trust Company August 2007 - December 2013
Citizens Bank October 2006 - August 2007
Mohegan Sun June 2005 - October 2006
Foxwoods Resort Casino July 2004 - June 2005
Cigna May 2000 - November 2002
CSC May 1998 - May 2000
Connecticut Department of Transportation July 1996 - June 1997
Skills
SQL, Access, Microsoft Excel, PowerPoint, Adobe Acrobat, Photoshop, ASP, Crystal Reports, Oracle PL/SQL..., Microsoft Office, Microsoft SQL Server, Microsoft Word, Staff Supervision, Staff Scheduling, Job Evaluation, Recommendation Letters, Employee Training, Financial Reporting, Accounting, Financial Analysis, Databases, Customer Service
Education
Eastern Connecticut State University 2010 — 2014
BGS, Accounting, 3.62
Central Connecticut State University 1996 — 1999
Bachelor of Science (BS), Management Information Systems, General, Cum Laude
The University of Connecticut 1988 — 1992
Bachelor of Arts (BA), Economics
Universal Staffing Services December 2014 - Present
Pratt & Whitney December 2013 - July 2014
Savings Institute Bank & Trust Company August 2007 - December 2013
Citizens Bank October 2006 - August 2007
Mohegan Sun June 2005 - October 2006
Foxwoods Resort Casino July 2004 - June 2005
Cigna May 2000 - November 2002
CSC May 1998 - May 2000
Connecticut Department of Transportation July 1996 - June 1997
Skills
SQL, Access, Microsoft Excel, PowerPoint, Adobe Acrobat, Photoshop, ASP, Crystal Reports, Oracle PL/SQL..., Microsoft Office, Microsoft SQL Server, Microsoft Word, Staff Supervision, Staff Scheduling, Job Evaluation, Recommendation Letters, Employee Training, Financial Reporting, Accounting, Financial Analysis, Databases, Customer Service
Education
Eastern Connecticut State University 2010 — 2014
BGS, Accounting, 3.62
Central Connecticut State University 1996 — 1999
Bachelor of Science (BS), Management Information Systems, General, Cum Laude
The University of Connecticut 1988 — 1992
Bachelor of Arts (BA), Economics
Krystal Vargas Krystal Vargas's Savings Institute Bank & Trust Company Experience March 2014 - July 2015
Job Account Executive
Industry Information Technology and Services
Experience
Birch Communications July 2015 - Present
Savings Institute Bank & Trust Company March 2014 - July 2015
Bed Bath and Beyond May 2013 - July 2014
The Fountains at Crystal Lake November 2007 - March 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Budgets, Time Management, Access, Microsoft Word, Social Media, Interpersonal..., Self Management, Teamwork, Data Entry, Research, Banking, Leadership, Sales, Marketing, Social Networking
Education
University of Illinois at Chicago 2012 — 2013
Bachelor of Science (BS)
McHenry County College
Associate of Science (AS)
Birch Communications July 2015 - Present
Savings Institute Bank & Trust Company March 2014 - July 2015
Bed Bath and Beyond May 2013 - July 2014
The Fountains at Crystal Lake November 2007 - March 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Budgets, Time Management, Access, Microsoft Word, Social Media, Interpersonal..., Self Management, Teamwork, Data Entry, Research, Banking, Leadership, Sales, Marketing, Social Networking
Education
University of Illinois at Chicago 2012 — 2013
Bachelor of Science (BS)
McHenry County College
Associate of Science (AS)
Brittney Washburn's Savings Institute Bank & Trust Company Experience October 2012 - July 2013
Job Development Assistant at Animal Protective Foundation
Industry Nonprofit Organization Management
Experience
Animal Protective Foundation May 2015 - Present
Connecitcut Association for Human Services January 2014 - October 2014
Kanzaki Specialty Paper July 2013 - January 2014
Savings Institute Bank & Trust Company October 2012 - July 2013
North Central Connecticut Chamber of Commerce May 2012 - September 2012
Unidine Corporation December 2011 - July 2012
Little Sisters of the Poor August 2008 - July 2012
Little Sisters of the Poor August 2008 - December 2011
Skills
Customer Service, Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Event Management, Budgets, Food Service, Leadership, Press Releases, Social Media, Fundraising, Public Relations
Education
Bay Path University 2009 — 2013
B.S., Business Management, 3.95
Animal Protective Foundation May 2015 - Present
Connecitcut Association for Human Services January 2014 - October 2014
Kanzaki Specialty Paper July 2013 - January 2014
Savings Institute Bank & Trust Company October 2012 - July 2013
North Central Connecticut Chamber of Commerce May 2012 - September 2012
Unidine Corporation December 2011 - July 2012
Little Sisters of the Poor August 2008 - July 2012
Little Sisters of the Poor August 2008 - December 2011
Skills
Customer Service, Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Event Management, Budgets, Food Service, Leadership, Press Releases, Social Media, Fundraising, Public Relations
Education
Bay Path University 2009 — 2013
B.S., Business Management, 3.95
Laura Amell Laura Amell's Savings Institute Bank & Trust Company Experience May 2014 - Present
Job Human Resources Specialist at Savings Institute Bank & Trust Company
Industry Banking
Experience
Savings Institute Bank & Trust Company May 2014 - Present
Savings Institute Bank & Trust Company September 2013 - May 2014
Liberty Bank May 2012 - September 2013
Skills
Retail Banking, Customer Service, Data Entry, Banking, Customer Experience, Time Management, Teamwork, Human Resources, Insurance, Outlook, Microsoft Word, Team Leadership, Microsoft Office, Benefits Administration, Training
Education
University of Hartford 2008 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Savings Institute Bank & Trust Company May 2014 - Present
Savings Institute Bank & Trust Company September 2013 - May 2014
Liberty Bank May 2012 - September 2013
Skills
Retail Banking, Customer Service, Data Entry, Banking, Customer Experience, Time Management, Teamwork, Human Resources, Insurance, Outlook, Microsoft Word, Team Leadership, Microsoft Office, Benefits Administration, Training
Education
University of Hartford 2008 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Krista Barcomb Krista Barcomb's Savings Institute Bank & Trust Company Experience December 2011 - March 2013
Job Tax Corrections Examiner
Industry Financial Services
Experience
CT Department of Revenue Services November 2013 - Present
NE Family FCU March 2013 - October 2013
Savings Institute Bank & Trust Company December 2011 - March 2013
Savings Institute Bank & Trust Company March 2010 - December 2011
Savings Institute Bank & Trust Company September 2008 - March 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Photoshop, Photography, USA PATRIOT Act, Customer Service, Fraud, Regulatory Requirements, Marketing Strategy, Close Attention to..., Supervising, Retail Banking, OFAC, Analysis, Banking, Internet Banking, Risk Management, Fraud Detection, ACH, Microsoft Office, Cash Handling Experience, Advertising, Cash Management
Education
La Salle University 2015 — 2017
Master of Science (M.S.), Economic Crime Forensics
Nichols College 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Three Rivers Community College 2001 — 2004
Associate's degree, General Studies
CT Department of Revenue Services November 2013 - Present
NE Family FCU March 2013 - October 2013
Savings Institute Bank & Trust Company December 2011 - March 2013
Savings Institute Bank & Trust Company March 2010 - December 2011
Savings Institute Bank & Trust Company September 2008 - March 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Photoshop, Photography, USA PATRIOT Act, Customer Service, Fraud, Regulatory Requirements, Marketing Strategy, Close Attention to..., Supervising, Retail Banking, OFAC, Analysis, Banking, Internet Banking, Risk Management, Fraud Detection, ACH, Microsoft Office, Cash Handling Experience, Advertising, Cash Management
Education
La Salle University 2015 — 2017
Master of Science (M.S.), Economic Crime Forensics
Nichols College 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Three Rivers Community College 2001 — 2004
Associate's degree, General Studies
Kimberly Egan Kimberly Egan's Savings Institute Bank & Trust Company Experience 1991 - 1996
Job Director, Retirement Services Operations
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - December 2013
Hartford Life Insurance Company March 2004 - December 2012
ING July 1996 - January 2004
Savings Institute Bank & Trust Company 1991 - 1996
Skills
Series 6, Relationship Management, 401k, Financial Services, Process Improvement, Vendor Management, Insurance, Retirement, Mutual Funds, Call Centers, Wealth Management
Education
The University of Connecticut 1987 — 1989
MassMutual Financial Group January 2013 - December 2013
Hartford Life Insurance Company March 2004 - December 2012
ING July 1996 - January 2004
Savings Institute Bank & Trust Company 1991 - 1996
Skills
Series 6, Relationship Management, 401k, Financial Services, Process Improvement, Vendor Management, Insurance, Retirement, Mutual Funds, Call Centers, Wealth Management
Education
The University of Connecticut 1987 — 1989
Leah McCue Leah McCue's Savings Institute Bank & Trust Company Experience May 2014 - September 2014
Job Member Service Representative at Choice Strategies, a division of WageWorks
Industry
Experience
Choice Strategies, a division of WageWorks October 2014 - Present
Savings Institute Bank & Trust Company May 2014 - September 2014
Savings Institute Bank & Trust Company April 2013 - May 2014
Middlebury Natural Foods Co-op July 2012 - November 2012
Travelers October 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Oracle Applications, Research, Daily Reports, Teamwork, Accounts Payable, Public Speaking, Outlook, Banking, Digital Archiving, Social Media, Document Management, COCC, Detail Oriented, Account Reconciliation, Employee Training, Auditing, Monthly Close Process, Expense Reports, Customer Service, Problem Solving
Education
Western Governors University 2012 — 2014
Accounting
The University of Connecticut 2011 — 2012
Accounting
Manchester Community College 2008 — 2011
Associate's Degree, Accounting
Coventry High School 2004 — 2008
Choice Strategies, a division of WageWorks October 2014 - Present
Savings Institute Bank & Trust Company May 2014 - September 2014
Savings Institute Bank & Trust Company April 2013 - May 2014
Middlebury Natural Foods Co-op July 2012 - November 2012
Travelers October 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Oracle Applications, Research, Daily Reports, Teamwork, Accounts Payable, Public Speaking, Outlook, Banking, Digital Archiving, Social Media, Document Management, COCC, Detail Oriented, Account Reconciliation, Employee Training, Auditing, Monthly Close Process, Expense Reports, Customer Service, Problem Solving
Education
Western Governors University 2012 — 2014
Accounting
The University of Connecticut 2011 — 2012
Accounting
Manchester Community College 2008 — 2011
Associate's Degree, Accounting
Coventry High School 2004 — 2008
Mikayla Gagnon Mikayla Gagnon's Savings Institute Bank & Trust Company Experience February 2015 - Present
Job Bank Teller at Savings Institute Bank & Trust Company
Industry Higher Education
Experience
Savings Institute Bank & Trust Company February 2015 - Present
Eastern Connecticut State University September 2012 - May 2015
Skills
Time Management, Customer Service, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Research, Communication, Volunteering, Graphic Design, Organization, Writing, Photography, Adobe Photoshop, Multi Tasking, Teamwork, Team Leadership, Photoshop
Education
Eastern Connecticut State University 2012 — 2014
Bachelor's Degree, Business Administration with a Concentration in Marketing, Senior
Quinebaug Valley Community College 2011 — 2012
Associate of Science (AS), General Studies
Savings Institute Bank & Trust Company February 2015 - Present
Eastern Connecticut State University September 2012 - May 2015
Skills
Time Management, Customer Service, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Research, Communication, Volunteering, Graphic Design, Organization, Writing, Photography, Adobe Photoshop, Multi Tasking, Teamwork, Team Leadership, Photoshop
Education
Eastern Connecticut State University 2012 — 2014
Bachelor's Degree, Business Administration with a Concentration in Marketing, Senior
Quinebaug Valley Community College 2011 — 2012
Associate of Science (AS), General Studies
Evan McMunn Evan McMunn's Savings Institute Bank & Trust Company Experience November 2008 - Present
Job Marketing Coordinator at Savings Institute Bank & Trust
Industry Financial Services
Experience
Savings Institute Bank & Trust Company November 2008 - Present
Savings Institute Bank and Trust April 2006 - November 2008
Skills
Graphic Design, Advertising, Online Advertising, Website Development, Project Management, Marketing Plan Creation, Email Marketing, Media Relations, Digital Marketing, Social Media, Social Media Marketing, Lead Generation, Marketing, Banking, Marketing Strategy, Marketing Communications
Education
Eastern Connecticut State University 2001 — 2005
BS in Business Administration, Marketing Focus
Savings Institute Bank & Trust Company November 2008 - Present
Savings Institute Bank and Trust April 2006 - November 2008
Skills
Graphic Design, Advertising, Online Advertising, Website Development, Project Management, Marketing Plan Creation, Email Marketing, Media Relations, Digital Marketing, Social Media, Social Media Marketing, Lead Generation, Marketing, Banking, Marketing Strategy, Marketing Communications
Education
Eastern Connecticut State University 2001 — 2005
BS in Business Administration, Marketing Focus
Jackie Silverstein Jackie Silverstein's Savings Institute Bank & Trust Company Experience August 2013 - July 2014
Job Information Security Officer at Middlesex Savings Bank
Industry Banking
Experience
Savings Institute Bank & Trust Company August 2013 - July 2014
Savings Institute Bank & Trust Company August 2013 - July 2014
Savings Institute Bank & Trust Company December 2011 - July 2014
Savings Institute Bank & Trust Company October 2006 - August 2013
Savings Institute Bank & Trust Company June 2006 - September 2008
Savings Institute Bank & Trust Company November 1996 - October 2006
Skills
Banking, Leadership, Management, Operations Management, Operational Risk..., Risk Management, Vendor Management, Risk Assessment, Project Management, Budgets, Business Continuity, Contingency Planning, Disaster Recovery, Strategic Planning, Training, Microsoft Office, Software Documentation, Financial Analysis, Coaching, Microsoft Excel, Security Management, Physical Security, Team Leadership, Security, Team Building, Loans
Education
University of Pennsylvania 2012 — 2014
ABA Stonier Graduate School of Banking, Banking
University of Pennsylvania - The Wharton School 2012 — 2014
Wharton Leadership Certificate, Institute of Executive Education
Eastern Connecticut State University 2001 — 2004
Master's Degree, Organizational Management
Eastern Connecticut State University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Savings Institute Bank & Trust Company August 2013 - July 2014
Savings Institute Bank & Trust Company August 2013 - July 2014
Savings Institute Bank & Trust Company December 2011 - July 2014
Savings Institute Bank & Trust Company October 2006 - August 2013
Savings Institute Bank & Trust Company June 2006 - September 2008
Savings Institute Bank & Trust Company November 1996 - October 2006
Skills
Banking, Leadership, Management, Operations Management, Operational Risk..., Risk Management, Vendor Management, Risk Assessment, Project Management, Budgets, Business Continuity, Contingency Planning, Disaster Recovery, Strategic Planning, Training, Microsoft Office, Software Documentation, Financial Analysis, Coaching, Microsoft Excel, Security Management, Physical Security, Team Leadership, Security, Team Building, Loans
Education
University of Pennsylvania 2012 — 2014
ABA Stonier Graduate School of Banking, Banking
University of Pennsylvania - The Wharton School 2012 — 2014
Wharton Leadership Certificate, Institute of Executive Education
Eastern Connecticut State University 2001 — 2004
Master's Degree, Organizational Management
Eastern Connecticut State University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Nicole Fitzimmons Nicole Fitzimmons's Savings Institute Bank & Trust Company Experience September 2002 - December 2006
Job Homeschool Mom at Fitzsimmons Homeschool
Industry Arts and Crafts
Experience
Fitzsimmons Homeschool January 2010 - Present
Killingly Public Schools January 2007 - January 2010
Savings Institute Bank & Trust Company September 2002 - December 2006
Skills
Customer Service, Microsoft Excel, Management, Social Media, Public Speaking, Research, Microsoft Word, Teaching, Strategic Planning
Education
Quinebaug Valley Community College 1994 — 1997
Associates in Human Servies and Phlebotomy Certificate, Social Sciences
Fitzsimmons Homeschool January 2010 - Present
Killingly Public Schools January 2007 - January 2010
Savings Institute Bank & Trust Company September 2002 - December 2006
Skills
Customer Service, Microsoft Excel, Management, Social Media, Public Speaking, Research, Microsoft Word, Teaching, Strategic Planning
Education
Quinebaug Valley Community College 1994 — 1997
Associates in Human Servies and Phlebotomy Certificate, Social Sciences
Shaylah Carbone Shaylah Carbone's Savings Institute Bank & Trust Company Experience September 2014 - Present
Job Human Resources Generalist at Savings Institute Bank & Trust Company
Industry Banking
Experience
Savings Institute Bank & Trust Company September 2014 - Present
Savings Institute Bank & Trust Company August 2013 - September 2014
Savings Institute Bank & Trust Company May 2014 - June 2014
Savings Institute Bank & Trust Company April 2013 - August 2013
Jewett City Savings Bank June 2011 - March 2013
Skills
Customer Service, Banking, Leadership, Retail Banking, Customer Experience, Customer Retention, Accounting, Mergers & Acquisitions, Time Management, Recruiting, Human Resources, Management, Interviews, Project Planning
Education
Eastern Connecticut State University 2012 — 2014
Business Administration Human Resource Management
Quinebaug Valley Community College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Savings Institute Bank & Trust Company September 2014 - Present
Savings Institute Bank & Trust Company August 2013 - September 2014
Savings Institute Bank & Trust Company May 2014 - June 2014
Savings Institute Bank & Trust Company April 2013 - August 2013
Jewett City Savings Bank June 2011 - March 2013
Skills
Customer Service, Banking, Leadership, Retail Banking, Customer Experience, Customer Retention, Accounting, Mergers & Acquisitions, Time Management, Recruiting, Human Resources, Management, Interviews, Project Planning
Education
Eastern Connecticut State University 2012 — 2014
Business Administration Human Resource Management
Quinebaug Valley Community College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Krishna Odedra Krishna Odedra's Savings Institute Bank & Trust Company Experience August 2015 - Present
Job Commercial Loan Portfolio Manager at Savings Institute Bank & Trust Company
Industry Banking
Experience
Savings Institute Bank & Trust Company August 2015 - Present
Eastern Savings Bank, CT January 2015 - August 2015
Eastern Savings Bank, CT September 2012 - December 2014
TD December 2008 - September 2012
Skills
Banking, Credit, Small Business Lending, Commercial Banking, Loans, Loan Origination, Financial Services, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Credit Risk, Finance, Lines Of Credit, Portfolio Management
Education
New York University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Xavier High School 1996 — 2000
Savings Institute Bank & Trust Company August 2015 - Present
Eastern Savings Bank, CT January 2015 - August 2015
Eastern Savings Bank, CT September 2012 - December 2014
TD December 2008 - September 2012
Skills
Banking, Credit, Small Business Lending, Commercial Banking, Loans, Loan Origination, Financial Services, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Credit Risk, Finance, Lines Of Credit, Portfolio Management
Education
New York University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Xavier High School 1996 — 2000
Shannon Melchione Shannon Melchione's Savings Institute Bank & Trust Company Experience August 2013 - Present
Job Mortgage Consultant
Industry Banking
Experience
Savings Institute Bank & Trust Company August 2013 - Present
Skills
Mortgage Lending, Refinance, FHA, USDA, Credit, Government Loans, Home Equity Loans, Home Equity Lines of..., Investment Properties, Debt Consolidation, First Time Home Buyers, Referrals, Residential Homes, Condos, Cross Selling, Construction Loans, Single Family Homes
Education
University of Rhode Island - College of Business Administration
Savings Institute Bank & Trust Company August 2013 - Present
Skills
Mortgage Lending, Refinance, FHA, USDA, Credit, Government Loans, Home Equity Loans, Home Equity Lines of..., Investment Properties, Debt Consolidation, First Time Home Buyers, Referrals, Residential Homes, Condos, Cross Selling, Construction Loans, Single Family Homes
Education
University of Rhode Island - College of Business Administration
Kimberly Cipolletta Kimberly Cipolletta's Savings Institute Bank & Trust Company Experience September 2008 - June 2014
Job Customer Sales and Service Representative at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Savings Institute Bank & Trust Company September 2008 - June 2014
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Teller Operations
Education
Johnson and Wales University 2003 — 2005
Bachelor of Science (B.S.), Paralegal Studies
New Hampshire Technical Institute 1998 — 2001
Associate of Science (A.S.), Criminal Justice and Corrections
Wells Fargo November 2014 - Present
Savings Institute Bank & Trust Company September 2008 - June 2014
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Teller Operations
Education
Johnson and Wales University 2003 — 2005
Bachelor of Science (B.S.), Paralegal Studies
New Hampshire Technical Institute 1998 — 2001
Associate of Science (A.S.), Criminal Justice and Corrections
Maria Jacaruso-Hamel Maria Jacaruso-Hamel's Savings Institute Bank & Trust Company Experience July 1995 - July 1999
Job Vice President / Dr. Compliance Training at Citizens Bank
Industry Banking
Experience
Citizens Bank March 2013 - Present
MassMutual Financial Group July 2007 - July 2012
MassMutual Financial Group July 2001 - July 2007
MassMutual Financial Group October 2000 - July 2001
Hamilton Sundstrand Federal Credit Union December 1999 - December 2000
Tolland Bank July 1999 - December 1999
Savings Institute Bank & Trust Company July 1995 - July 1999
Mechanics Savings Bank July 1992 - July 1995
State Mutual Life Insurance Company August 1990 - July 1992
Skills
Project Management, Program Management, Instructional Design, Strategic Planning, Customer Service, Process Improvement, Problem Solving, Performance Management, Leadership Development, Retail Banking, Branch Management, Insurance, Sales, Sales Management, Leadership, Strategy, Business Analysis, Cross-functional Team..., Employee Training, Training, Business Process..., Management Consulting, Software Documentation, Vendor Management, Risk Management, Team Leadership, CRM, Six Sigma, Business Development, Team Building, Customer Satisfaction, Change Management, Management, Banking, Analysis, Coaching, Organizational..., Executive Management
Education
Nichols College 1986 — 1990
Bachelor of Science (BS), Marketing
Norwich Free Academacy
Citizens Bank March 2013 - Present
MassMutual Financial Group July 2007 - July 2012
MassMutual Financial Group July 2001 - July 2007
MassMutual Financial Group October 2000 - July 2001
Hamilton Sundstrand Federal Credit Union December 1999 - December 2000
Tolland Bank July 1999 - December 1999
Savings Institute Bank & Trust Company July 1995 - July 1999
Mechanics Savings Bank July 1992 - July 1995
State Mutual Life Insurance Company August 1990 - July 1992
Skills
Project Management, Program Management, Instructional Design, Strategic Planning, Customer Service, Process Improvement, Problem Solving, Performance Management, Leadership Development, Retail Banking, Branch Management, Insurance, Sales, Sales Management, Leadership, Strategy, Business Analysis, Cross-functional Team..., Employee Training, Training, Business Process..., Management Consulting, Software Documentation, Vendor Management, Risk Management, Team Leadership, CRM, Six Sigma, Business Development, Team Building, Customer Satisfaction, Change Management, Management, Banking, Analysis, Coaching, Organizational..., Executive Management
Education
Nichols College 1986 — 1990
Bachelor of Science (BS), Marketing
Norwich Free Academacy
Justin Cote Justin Cote's Savings Institute Bank & Trust Company Experience February 2014 - Present
Job Realtor at Randall Realtors Real Living
Industry Real Estate
Experience
Randall, Realtors Real Living April 2014 - Present
Savings Institute Bank & Trust Company February 2014 - Present
Gates GMC Nissan Buick June 2013 - December 2013
Lowe's Home Improvement June 2011 - June 2013
Better Val*U Supermarket June 2007 - June 2011
Skills
Certificate in Real..., Automobile, Sales, Customer Service, Training, Recruiting, Computers, Real Estate
Education
Quinebaug Valley Community College 2011 — 2012
Certificate, Real Estate
Quinebaug Valley Community College 2010 — 2012
Associate's degree, General
Randall, Realtors Real Living April 2014 - Present
Savings Institute Bank & Trust Company February 2014 - Present
Gates GMC Nissan Buick June 2013 - December 2013
Lowe's Home Improvement June 2011 - June 2013
Better Val*U Supermarket June 2007 - June 2011
Skills
Certificate in Real..., Automobile, Sales, Customer Service, Training, Recruiting, Computers, Real Estate
Education
Quinebaug Valley Community College 2011 — 2012
Certificate, Real Estate
Quinebaug Valley Community College 2010 — 2012
Associate's degree, General
Chelsea Bartley's Savings Institute Bank & Trust Company Experience August 2013 - April 2014
Job Financial Intelligence Analyst
Industry Banking
Experience
Webster Bank April 2014 - Present
Savings Institute Bank & Trust Company August 2013 - April 2014
United Bank November 2012 - August 2013
New England Bank (Enfield Savings Bank) May 2011 - November 2012
Windsor Locks Federal Credit Union August 2009 - May 2011
Charles S. Carillo Insurance Agency, Inc. January 2008 - April 2009
Skills
OFAC, AML, Bank Secrecy Act, Time Management, USA PATRIOT Act, Risk Management, Customer Service, Banking, Retail Banking, Commercial Banking, Cash Management, Branch Banking, Deposits, Accounting, Mortgage Banking, Financial Risk, Loans, Credit, Operational Risk, Anti Money Laundering
Education
Eastern Connecticut State University 2010 — 2013
Business Administration, Finance, Human Resource, Economics
Windsor Locks High School 2006 — 2010
Webster Bank April 2014 - Present
Savings Institute Bank & Trust Company August 2013 - April 2014
United Bank November 2012 - August 2013
New England Bank (Enfield Savings Bank) May 2011 - November 2012
Windsor Locks Federal Credit Union August 2009 - May 2011
Charles S. Carillo Insurance Agency, Inc. January 2008 - April 2009
Skills
OFAC, AML, Bank Secrecy Act, Time Management, USA PATRIOT Act, Risk Management, Customer Service, Banking, Retail Banking, Commercial Banking, Cash Management, Branch Banking, Deposits, Accounting, Mortgage Banking, Financial Risk, Loans, Credit, Operational Risk, Anti Money Laundering
Education
Eastern Connecticut State University 2010 — 2013
Business Administration, Finance, Human Resource, Economics
Windsor Locks High School 2006 — 2010
Susan Ouellet's Savings Institute Bank & Trust Company Experience September 2013 - Present
Job Assistant Vice President Director of Marketing at Savings Institute Bank & Trust Company
Industry Banking
Experience
Savings Institute Bank & Trust Company September 2013 - Present
NewportFed December 2007 - September 2013
Mansfield Bank 2004 - 2007
Pawtucket Credit Union 1996 - 2005
Skills
Loans, Database Marketing, Banking, Segmentation, Small Business Lending, Credit, Commercial Lending, Credit Risk, Financial Services, Cross Selling, Credit Analysis, Marketing, Direct Marketing, Analytics, Underwriting, Market Research, Email Marketing, Integrated Marketing, Strategy, Marketing Management, Mortgage Lending, Market Planning, Direct Mail, Risk Management, Advertising, Public Relations, Corporate Communications, Trade Shows, Facebook, Management, Brand Management, Marketing Research, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Planning
Education
Simmons College 1983 — 1987
Bachelor's degree, Communication, General
ABA Bank Marketing School
Savings Institute Bank & Trust Company September 2013 - Present
NewportFed December 2007 - September 2013
Mansfield Bank 2004 - 2007
Pawtucket Credit Union 1996 - 2005
Skills
Loans, Database Marketing, Banking, Segmentation, Small Business Lending, Credit, Commercial Lending, Credit Risk, Financial Services, Cross Selling, Credit Analysis, Marketing, Direct Marketing, Analytics, Underwriting, Market Research, Email Marketing, Integrated Marketing, Strategy, Marketing Management, Mortgage Lending, Market Planning, Direct Mail, Risk Management, Advertising, Public Relations, Corporate Communications, Trade Shows, Facebook, Management, Brand Management, Marketing Research, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Planning
Education
Simmons College 1983 — 1987
Bachelor's degree, Communication, General
ABA Bank Marketing School
Karie McMahon's Savings Institute Bank & Trust Company Experience May 2002 - October 2006
Job Loan Operations Team Leader at Scient Federal Credit Union
Industry Banking
Experience
Scient Federal Credit Union June 2012 - Present
Dime Bank October 2006 - June 2012
Savings Institute Bank & Trust Company May 2002 - October 2006
Skills
Analytical/Research..., Planning/Organizing, Interpersonal Abilities, Loans, Banking, Customer Service, Customer Relations, Problem Solving, Credit, Microsoft Office, Compliance, Mortgage, Risk Management, Team Building, Insurance, Hiring, Coaching, Employee Relations, Strategic Planning, Mortgage Lending
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master's Degree, Human Resources Management Concentration Finance
Scient Federal Credit Union (IEiYW® Spring 2013) 2013 — 2013
Investor Education in Your Workplace®, Investments
edX.com UTAustinX 2013 — 2013
Independent Studies
edX.com GeorgetownX 2013 — 2013
Independent Studies
DeVry University 2009 — 2012
Bachelor Degree, Business- HR Management
Center for Financial Training 2002 — 2010
Banking Courses
Three Rivers Community College 1997 — 2000
Associates In Science, Early Childhood- Special Education
Scient Federal Credit Union June 2012 - Present
Dime Bank October 2006 - June 2012
Savings Institute Bank & Trust Company May 2002 - October 2006
Skills
Analytical/Research..., Planning/Organizing, Interpersonal Abilities, Loans, Banking, Customer Service, Customer Relations, Problem Solving, Credit, Microsoft Office, Compliance, Mortgage, Risk Management, Team Building, Insurance, Hiring, Coaching, Employee Relations, Strategic Planning, Mortgage Lending
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master's Degree, Human Resources Management Concentration Finance
Scient Federal Credit Union (IEiYW® Spring 2013) 2013 — 2013
Investor Education in Your Workplace®, Investments
edX.com UTAustinX 2013 — 2013
Independent Studies
edX.com GeorgetownX 2013 — 2013
Independent Studies
DeVry University 2009 — 2012
Bachelor Degree, Business- HR Management
Center for Financial Training 2002 — 2010
Banking Courses
Three Rivers Community College 1997 — 2000
Associates In Science, Early Childhood- Special Education
Ralph W. Johnston III, CFP®'s Savings Institute Bank & Trust Company Experience November 2008 - August 2015
Job Certified Financial Planner™, Senior Vice President
Industry Financial Services
Experience
Reservoir Financial, LLC August 2015 - Present
Savings Institute Bank & Trust Company November 2008 - August 2015
Savings Institute Bank & Trust Company June 2004 - October 2013
Savings Institute Bank & Trust Company June 2004 - November 2008
Savings Institute Bank & Trust Company November 2000 - June 2004
Morgan Stanley February 2000 - November 2000
Citizens Bank June 1998 - February 2000
Skills
Portfolio Management, Investments, Banking, Finance, Insurance, Strategic Financial..., Loans, Financial Analysis, Fixed Income, Equities, Financial Planning, Business Development, Strategic Planning
Education
Bryant University 1990 — 1994
B.S. Business Administration, Finance
College for Financial Planning 2006 — 2008
Certificant, To qualify for CFP board exam
Connecticut School of Finance and Management 2003 — 2005
Graduate, Finance & Management
Center for Financial Training 2000 — 2004
Certificant, Consumer Lending and Financial Services
Reservoir Financial, LLC August 2015 - Present
Savings Institute Bank & Trust Company November 2008 - August 2015
Savings Institute Bank & Trust Company June 2004 - October 2013
Savings Institute Bank & Trust Company June 2004 - November 2008
Savings Institute Bank & Trust Company November 2000 - June 2004
Morgan Stanley February 2000 - November 2000
Citizens Bank June 1998 - February 2000
Skills
Portfolio Management, Investments, Banking, Finance, Insurance, Strategic Financial..., Loans, Financial Analysis, Fixed Income, Equities, Financial Planning, Business Development, Strategic Planning
Education
Bryant University 1990 — 1994
B.S. Business Administration, Finance
College for Financial Planning 2006 — 2008
Certificant, To qualify for CFP board exam
Connecticut School of Finance and Management 2003 — 2005
Graduate, Finance & Management
Center for Financial Training 2000 — 2004
Certificant, Consumer Lending and Financial Services
Ryan Stepalavich's Savings Institute Bank & Trust Company Experience February 2014 - Present
Job Senior Network Administrator at Savings Institute Bank & Trust Company
Industry Information Technology and Services
Experience
Savings Institute Bank & Trust Company February 2014 - Present
Savings Institute Bank & Trust Company January 2012 - February 2014
UMass Memorial Medical Center November 2010 - January 2012
S&S Worldwide July 2008 - November 2010
Killingly Public Library September 2007 - July 2008
Eastern Connecticut State University September 2005 - September 2007
Skills
DHCP, Ubuntu, LAMP, DNS, Red Hat Linux, VMware Infrastructure, CommuniGate, PCI DSS, Microsoft Exchange, Lync Server 2010, Apache, Remedy Ticketing System, Numara Footprints, Numara Track-It, DFS, Windows Server, Groupwise, VDI, Netbackup, Evault, Sonicwall, Icinga, Nagios, BigBrother, Bash, HP Procurve Networking, Dell PowerEdge Servers, EMC Storage, VBScript, Good Enterprise, Good Dynamics, Lumension Endpoint..., IIS, MySQL, Microsoft SQL Server, PGP, LTSP, Neverfail, VSIFax, DMFax, HTML, CSS3, Request Tracker, WSUS, Openfire, Network Security, Firewalls, Security, System Deployment, VMware
Education
Eastern Connecticut State University 2005 — 2008
BA, English
University of Connecticut 2003 — 2005
Management Information Systems
Savings Institute Bank & Trust Company February 2014 - Present
Savings Institute Bank & Trust Company January 2012 - February 2014
UMass Memorial Medical Center November 2010 - January 2012
S&S Worldwide July 2008 - November 2010
Killingly Public Library September 2007 - July 2008
Eastern Connecticut State University September 2005 - September 2007
Skills
DHCP, Ubuntu, LAMP, DNS, Red Hat Linux, VMware Infrastructure, CommuniGate, PCI DSS, Microsoft Exchange, Lync Server 2010, Apache, Remedy Ticketing System, Numara Footprints, Numara Track-It, DFS, Windows Server, Groupwise, VDI, Netbackup, Evault, Sonicwall, Icinga, Nagios, BigBrother, Bash, HP Procurve Networking, Dell PowerEdge Servers, EMC Storage, VBScript, Good Enterprise, Good Dynamics, Lumension Endpoint..., IIS, MySQL, Microsoft SQL Server, PGP, LTSP, Neverfail, VSIFax, DMFax, HTML, CSS3, Request Tracker, WSUS, Openfire, Network Security, Firewalls, Security, System Deployment, VMware
Education
Eastern Connecticut State University 2005 — 2008
BA, English
University of Connecticut 2003 — 2005
Management Information Systems
Samantha Hinkle Samantha Hinkle's Savings Institute Bank & Trust Company Experience April 2006 - January 2008
Job Business Specialist at Wireless Zone
Industry Wireless
Experience
Wireless Zone - Verizon Wireless Premium Retailer April 2010 - Present
Wireless Zone April 2010 - Present
Savings Institute Bank & Trust Company April 2006 - January 2008
Skills
Customer Satisfaction, Customer Service, Retail, Account Management, Sales, Business Analysis, Sales Operations, Project Management, Organization Skills, Inventory Management, Sales Management, Direct Sales, Team Building, Microsoft Office, Microsoft Excel, Telecommunications, Merchandising, Social Media, Wireless, Customer Retention, Marketing Strategy, Sales Process, Management, Cellular Communications, Selling, Project Planning, Problem Solving
Education
Three Rivers Community College 2007 — 2010
Associates of Science, Business Information Systems
Norwich Free Academy 2001 — 2005
High School Diploma
Wireless Zone - Verizon Wireless Premium Retailer April 2010 - Present
Wireless Zone April 2010 - Present
Savings Institute Bank & Trust Company April 2006 - January 2008
Skills
Customer Satisfaction, Customer Service, Retail, Account Management, Sales, Business Analysis, Sales Operations, Project Management, Organization Skills, Inventory Management, Sales Management, Direct Sales, Team Building, Microsoft Office, Microsoft Excel, Telecommunications, Merchandising, Social Media, Wireless, Customer Retention, Marketing Strategy, Sales Process, Management, Cellular Communications, Selling, Project Planning, Problem Solving
Education
Three Rivers Community College 2007 — 2010
Associates of Science, Business Information Systems
Norwich Free Academy 2001 — 2005
High School Diploma
Gene Michael Deary's Savings Institute Bank & Trust Company Experience May 2014 - Present
Job V.P. & Dir. Retail Lending at Savings Institute Bank & Trust...... Creating Raving Fans One Client at a Time
Industry Banking
Experience
Savings Institute Bank & Trust Company May 2014 - Present
bank of canton January 2008 - April 2014
The Arc of Quinebaug Valley 2009 - 2011
Prime June 2006 - December 2007
Patriot Funding September 1997 - June 2006
Skills
Real Estate, Mortgage, Loan Origination, Home, Loans, First time home buyer..., reverse mortgage, according to my kids ,..., Children, Mortgage Lending, Reverse Mortgages, First Time Home Buyers, Refinance, Investment Properties, Real Estate Transactions, Finance, FHA, Mortgage Banking, Condos, Sales, Property, Residential Mortgages, Management, Credit, Banking, Underwriting, Residential Homes, Relocation, USDA, Sales Management, Commercial Lending, Real Estate Economics, Mortgage Marketing, VA loans, Construction Loans, FHA financing, Single Family Homes, Credit Analysis, Foreclosures, Commercial Mortgages, Sellers, Strategy
Education
Bryant University 1981 — 1985
bs, Business Management
Bryant University 1981 — 1985
bs, business
Savings Institute Bank & Trust Company May 2014 - Present
bank of canton January 2008 - April 2014
The Arc of Quinebaug Valley 2009 - 2011
Prime June 2006 - December 2007
Patriot Funding September 1997 - June 2006
Skills
Real Estate, Mortgage, Loan Origination, Home, Loans, First time home buyer..., reverse mortgage, according to my kids ,..., Children, Mortgage Lending, Reverse Mortgages, First Time Home Buyers, Refinance, Investment Properties, Real Estate Transactions, Finance, FHA, Mortgage Banking, Condos, Sales, Property, Residential Mortgages, Management, Credit, Banking, Underwriting, Residential Homes, Relocation, USDA, Sales Management, Commercial Lending, Real Estate Economics, Mortgage Marketing, VA loans, Construction Loans, FHA financing, Single Family Homes, Credit Analysis, Foreclosures, Commercial Mortgages, Sellers, Strategy
Education
Bryant University 1981 — 1985
bs, Business Management
Bryant University 1981 — 1985
bs, business
Krystal Goss's Savings Institute Bank & Trust Company Experience 2006 - 2007
Job Higher Education Professional / Innovative Recruiter
Industry Education Management
Experience
Lincoln Technical Institute March 2014 - Present
University of Saint Joseph 2013 - 2014
Kohl's Department Stores 2012 - 2014
Shiloh Company Home Improvement LLC January 2008 - March 2012
Savings Institute Bank & Trust Company 2006 - 2007
Skills
Microsoft Excel, Customer Service, Management, Budgets, Access, PowerPoint, Accounting, Accounts Receivable, Accounts Payable, Finance, Financial Reporting, Forecasting, Strategic Financial..., Leadership, Microsoft Word, Teamwork, Time Management, Event Planning, Account Reconciliation, Account Management, Photoshop, Merchandising, Banking, Auditing, Invoicing, Credit, Financial Analysis, Microsoft Office, Sales, QuickBooks, Sales Management, Social Networking, Retail, Facebook, Customer Satisfaction, Process Improvement, Data Entry, Budget, Public Speaking, Marketing, Outlook, Data Analysis, Infomaker, Jenzabar, Recruiting, Interviews, Administrative..., Social Media, Social Media Marketing, Public Relations
Education
Eastern Connecticut State University 2010 — 2012
Bachelor of Science, Business Administration, Finance/Management
Lincoln Technical Institute March 2014 - Present
University of Saint Joseph 2013 - 2014
Kohl's Department Stores 2012 - 2014
Shiloh Company Home Improvement LLC January 2008 - March 2012
Savings Institute Bank & Trust Company 2006 - 2007
Skills
Microsoft Excel, Customer Service, Management, Budgets, Access, PowerPoint, Accounting, Accounts Receivable, Accounts Payable, Finance, Financial Reporting, Forecasting, Strategic Financial..., Leadership, Microsoft Word, Teamwork, Time Management, Event Planning, Account Reconciliation, Account Management, Photoshop, Merchandising, Banking, Auditing, Invoicing, Credit, Financial Analysis, Microsoft Office, Sales, QuickBooks, Sales Management, Social Networking, Retail, Facebook, Customer Satisfaction, Process Improvement, Data Entry, Budget, Public Speaking, Marketing, Outlook, Data Analysis, Infomaker, Jenzabar, Recruiting, Interviews, Administrative..., Social Media, Social Media Marketing, Public Relations
Education
Eastern Connecticut State University 2010 — 2012
Bachelor of Science, Business Administration, Finance/Management
Rebecca LaVallee's Savings Institute Bank & Trust Company Experience July 2008 - November 2012
Job Advisor Sales & Service Specialist at Fiduciary Benchmarks, Inc.
Industry Financial Services
Experience
Fiduciary Benchmarks, Inc. January 2013 - Present
Savings Institute Bank & Trust Company July 2008 - November 2012
Savings Institute Bank & Trust Company March 2007 - July 2008
Education
The University of Connecticut
Fiduciary Benchmarks, Inc. January 2013 - Present
Savings Institute Bank & Trust Company July 2008 - November 2012
Savings Institute Bank & Trust Company March 2007 - July 2008
Education
The University of Connecticut
Matthew Hastava Matthew Hastava's Savings Institute Bank & Trust Company Experience November 2012 - Present
Job Residential Loan Officer/Savings Institute Bank & Trust
Industry Banking
Experience
Savings Institute Bank & Trust Company November 2012 - Present
Education
Southern Connecticut State University 1993 — 1997
Bachelor's degree, History
Savings Institute Bank & Trust Company November 2012 - Present
Education
Southern Connecticut State University 1993 — 1997
Bachelor's degree, History
Peter Ganci Peter Ganci's Savings Institute Bank & Trust Company Experience January 1995 - December 2013
Job Mortgage Loan Originator at Liberty Bank
Industry Banking
Experience
Liberty Bank - CT 2013 - Present
Savings Institute Bank & Trust Company January 1995 - December 2013
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, FHA, Credit, Residential Mortgages, USDA, Banking, Government Loans, Underwriting, First Time Home Buyers, Loan Origination, Real Estate, Investment Properties
Education
Manchester Community College
Associate's degree, Business Administration and Management, General
Liberty Bank - CT 2013 - Present
Savings Institute Bank & Trust Company January 1995 - December 2013
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, FHA, Credit, Residential Mortgages, USDA, Banking, Government Loans, Underwriting, First Time Home Buyers, Loan Origination, Real Estate, Investment Properties
Education
Manchester Community College
Associate's degree, Business Administration and Management, General
Daniel J. Rys, Jr. Daniel J. Rys, Jr.'s Savings Institute Bank & Trust Company Experience May 2011 - January 2013
Job Vice President Commercial Lending and Business Development at Windsor Federal Savings and Loan
Industry Financial Services
Experience
Windsor Federal Savings and Loan February 2013 - Present
Savings Institute Bank & Trust Company May 2011 - January 2013
Savings Bank of Manchester/NewAlliance Bank now First Niagara February 2002 - April 2011
Rockville Bank 1998 - 2001
Peoples Bank 1997 - 1998
MidConn Bank 1989 - 1997
Skills
Credit, Loans, Credit Analysis, Underwriting, Finance, Commercial Mortgages, Banking, Commercial Lending, Loan Servicing, Commercial Real Estate, Leadership, Portfolio Management, Mortgage Lending, Small Business Lending, Consumer Lending, Business Development, Refinance, Cash Management, Commercial Banking, Lines Of Credit, Financial Analysis, Risk Management, Retail Banking, SBA, Credit Risk, Management, New Business Development, FHA, Executive Management, Asset Management, Mergers & Acquisitions, Real Estate, Strategic Financial..., Insurance, Due Diligence, Relationship Management, Investments, Financial Risk, Cross Selling, Financial Services, Asset Based Lending, Auditing, Mortgage Banking, Cash Flow, Residential Mortgages, Brokerage, Small Business, Loan Origination, Investment Properties, Cash Flow Lending
Education
Central Connecticut State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
America's Community Bankers at Fairfield University
Executive Development Program
America's Community Bankers at Fairfield University
National School of Banking
Community Lending Institute at Fairfield University
Certified Residential Mortgage Loan Officer
Commercial Credit Training
Windsor Federal Savings and Loan February 2013 - Present
Savings Institute Bank & Trust Company May 2011 - January 2013
Savings Bank of Manchester/NewAlliance Bank now First Niagara February 2002 - April 2011
Rockville Bank 1998 - 2001
Peoples Bank 1997 - 1998
MidConn Bank 1989 - 1997
Skills
Credit, Loans, Credit Analysis, Underwriting, Finance, Commercial Mortgages, Banking, Commercial Lending, Loan Servicing, Commercial Real Estate, Leadership, Portfolio Management, Mortgage Lending, Small Business Lending, Consumer Lending, Business Development, Refinance, Cash Management, Commercial Banking, Lines Of Credit, Financial Analysis, Risk Management, Retail Banking, SBA, Credit Risk, Management, New Business Development, FHA, Executive Management, Asset Management, Mergers & Acquisitions, Real Estate, Strategic Financial..., Insurance, Due Diligence, Relationship Management, Investments, Financial Risk, Cross Selling, Financial Services, Asset Based Lending, Auditing, Mortgage Banking, Cash Flow, Residential Mortgages, Brokerage, Small Business, Loan Origination, Investment Properties, Cash Flow Lending
Education
Central Connecticut State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
America's Community Bankers at Fairfield University
Executive Development Program
America's Community Bankers at Fairfield University
National School of Banking
Community Lending Institute at Fairfield University
Certified Residential Mortgage Loan Officer
Commercial Credit Training
June Midder's Savings Institute Bank & Trust Company Experience January 1995 - November 1995
Job Branch Manager at Navy Federal Credit Union
Industry Banking
Experience
Navy Federal Credit Union 1996 - Present
Savings Institute Bank & Trust Company January 1995 - November 1995
Skills
Loans, Credit, Consumer Lending, Branch Banking, Branch Management, Commercial Lending, Human Resource..., Cash Management, Operations Management, Microsoft Office, Process Improvement, Cross Selling, Team Leadership, Small Business Lending, Lines Of Credit, Customer Service, Leadership, Time Management, Banking, Team Building, Strategic Planning, Microsoft Excel, Retail Banking, Microsoft Word, Financial Services, Mortgage Lending
Education
The University of Connecticut 1987 — 1996
Bachelor of Arts, English
Navy Federal Credit Union 1996 - Present
Savings Institute Bank & Trust Company January 1995 - November 1995
Skills
Loans, Credit, Consumer Lending, Branch Banking, Branch Management, Commercial Lending, Human Resource..., Cash Management, Operations Management, Microsoft Office, Process Improvement, Cross Selling, Team Leadership, Small Business Lending, Lines Of Credit, Customer Service, Leadership, Time Management, Banking, Team Building, Strategic Planning, Microsoft Excel, Retail Banking, Microsoft Word, Financial Services, Mortgage Lending
Education
The University of Connecticut 1987 — 1996
Bachelor of Arts, English
Kimberly Schmaltz's Savings Institute Bank & Trust Company Experience January 2015 - July 2015
Job Senior Wholesale FHA Underwriter
Industry Banking
Experience
Carrington Mortgage Services, Mortgage Lending Division July 2015 - Present
Savings Institute Bank & Trust Company January 2015 - July 2015
Windsor Federal Savings & Loan February 2012 - January 2015
Windsor Federal Savings and Loan August 2010 - February 2012
NewAlliance Bank March 2009 - September 2010
Countrywide Home Loans February 2007 - July 2007
Mortgage Lenders Network January 2006 - January 2007
Option One Mortgage October 1999 - January 2006
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, Credit, FHA financing, Residential Mortgages, FHA, Credit Analysis
Education
Central Connecticut State University 1988 — 1992
BA, English Literature
Carrington Mortgage Services, Mortgage Lending Division July 2015 - Present
Savings Institute Bank & Trust Company January 2015 - July 2015
Windsor Federal Savings & Loan February 2012 - January 2015
Windsor Federal Savings and Loan August 2010 - February 2012
NewAlliance Bank March 2009 - September 2010
Countrywide Home Loans February 2007 - July 2007
Mortgage Lenders Network January 2006 - January 2007
Option One Mortgage October 1999 - January 2006
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, Credit, FHA financing, Residential Mortgages, FHA, Credit Analysis
Education
Central Connecticut State University 1988 — 1992
BA, English Literature
Cristina (Samsel) Feden's Savings Institute Bank & Trust Company Experience September 2013 - Present
Job Vice President, Commercial Lending Officer at Savings Institute Bank & Trust Company
Industry Banking
Experience
Savings Institute Bank & Trust Company September 2013 - Present
First Commonwealth Bank March 2009 - June 2012
National City Bank August 2003 - September 2008
Xerox Corporation 1998 - 2001
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Insurance, Risk Management, Corporate Finance, Credit Risk, Marketing Strategy, Portfolio Management, Financial Analysis, Treasury Management, Marketing Communications, Marketing, Credit Analysis, Credit
Education
University of Richmond 1994 — 1998
Bachelor of Science (BS), Business and Spanish
The College of William and Mary - The Mason School of Business 2001 — 2003
MBA, Finance and Human Resources
Savings Institute Bank & Trust Company September 2013 - Present
First Commonwealth Bank March 2009 - June 2012
National City Bank August 2003 - September 2008
Xerox Corporation 1998 - 2001
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Insurance, Risk Management, Corporate Finance, Credit Risk, Marketing Strategy, Portfolio Management, Financial Analysis, Treasury Management, Marketing Communications, Marketing, Credit Analysis, Credit
Education
University of Richmond 1994 — 1998
Bachelor of Science (BS), Business and Spanish
The College of William and Mary - The Mason School of Business 2001 — 2003
MBA, Finance and Human Resources
Inna Noble's Savings Institute Bank & Trust Company Experience June 2014 - Present
Job Assistant Treasurer, Branch Manager at Savings Institute Bank & Trust Company
Industry Financial Services
Experience
Savings Institute Bank & Trust Company June 2014 - Present
Banco Santander July 2010 - May 2014
Citizens Bank September 2009 - July 2010
Bank of America September 2006 - April 2009
Bank of America March 2001 - September 2006
Skills
CRM, Management, Business Strategy, Business Development, Commercial Lending, Superior Client Service, Account Management, Banking, Client Services, Credit, Finance, Leadership, Portfolio Management, Relationship Management, Sales, Training
Education
Simmons College 2002 — 2005
MS in Communications Management
Ismail University 1989 — 1994
Bachelor of Arts (BA), French and English
Savings Institute Bank & Trust Company June 2014 - Present
Banco Santander July 2010 - May 2014
Citizens Bank September 2009 - July 2010
Bank of America September 2006 - April 2009
Bank of America March 2001 - September 2006
Skills
CRM, Management, Business Strategy, Business Development, Commercial Lending, Superior Client Service, Account Management, Banking, Client Services, Credit, Finance, Leadership, Portfolio Management, Relationship Management, Sales, Training
Education
Simmons College 2002 — 2005
MS in Communications Management
Ismail University 1989 — 1994
Bachelor of Arts (BA), French and English
Susan Kiddy's Savings Institute Bank & Trust Company Experience November 2011 - Present
Job Retail Banking Assistant at Savings Institute Bank & Trust Company
Industry Marketing and Advertising
Experience
Savings Institute Bank & Trust Company November 2011 - Present
Photography by Susan Jackson Kiddy January 2008 - September 2012
LVA Communications January 2009 - August 2011
Education
Eastern Connecticut State University 2007 — 2009
B.S., Communication; Minor in Psychology
Connecticut College 1996 — 1998
Spanish/Latin American Studies; Government
Savings Institute Bank & Trust Company November 2011 - Present
Photography by Susan Jackson Kiddy January 2008 - September 2012
LVA Communications January 2009 - August 2011
Education
Eastern Connecticut State University 2007 — 2009
B.S., Communication; Minor in Psychology
Connecticut College 1996 — 1998
Spanish/Latin American Studies; Government
Nicole Hallisey's Savings Institute Bank & Trust Company Experience June 2014 - Present
Job Trust Account Officer and Investment Representative, AVP
Industry Financial Services
Experience
Savings Institute Bank & Trust Company June 2014 - Present
Savings Institute Bank & Trust Company July 2012 - Present
Bank of New York Mellon June 2010 - June 2012
Skills
Microsoft Excel, Financial Analysis, Customer Service, Marketing Strategy, Finance, Sales, Outlook, Series 7, Series 66, Life & Health Insurance...
Education
Bentley University 2004 — 2008
Bachelors, Economics Finance
Savings Institute Bank & Trust Company June 2014 - Present
Savings Institute Bank & Trust Company July 2012 - Present
Bank of New York Mellon June 2010 - June 2012
Skills
Microsoft Excel, Financial Analysis, Customer Service, Marketing Strategy, Finance, Sales, Outlook, Series 7, Series 66, Life & Health Insurance...
Education
Bentley University 2004 — 2008
Bachelors, Economics Finance
Teresa Prue's Savings Institute Bank & Trust Company Experience February 1996 - March 2001
Job Vice President at Savings Institute Bank & Trust
Industry Banking
Experience
Savings Institute Bank & Trust March 2001 - Present
Savings Institute Bank & Trust Company February 1996 - March 2001
Savings Institute Bank & Trust Company June 1989 - March 1996
Skills
Certified Financial..., Series 7, Strategic Financial..., Wealth Management, Loans, Mortgage Lending, Small Business Lending, Commercial Banking, Insurance, Financial Planning, Credit Analysis, Risk Management
Education
Providence College 1980 — 1984
BS, Business Administration and Management, General
Savings Institute Bank & Trust March 2001 - Present
Savings Institute Bank & Trust Company February 1996 - March 2001
Savings Institute Bank & Trust Company June 1989 - March 1996
Skills
Certified Financial..., Series 7, Strategic Financial..., Wealth Management, Loans, Mortgage Lending, Small Business Lending, Commercial Banking, Insurance, Financial Planning, Credit Analysis, Risk Management
Education
Providence College 1980 — 1984
BS, Business Administration and Management, General
Sarah Kannas's Savings Institute Bank & Trust Company Experience April 2015 - Present
Job Director of Finance, VP
Industry Banking
Experience
Savings Institute Bank & Trust Company April 2015 - Present
Savings Institute Bank & Trust Company May 2014 - April 2015
Savings Institute Bank & Trust Company July 2007 - May 2014
Commerce Insurance May 2003 - July 2005
Marien + Company CPAs, LLC 2002 - 2005
U.S. Coast Guard July 1997 - July 2001
Skills
Certified Internal..., Certification in Risk..., Certified Public..., Financial Analysis, Banking, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Auditing, Budgets, Insurance, CPA, Internal Audit, Assurance, Enterprise Risk..., Sarbanes-Oxley, Strategic Financial..., Financial Risk, Risk Assessment, Financial Planning, Finance
Education
University of Hartford 2003 — 2005
MSAT, Accounting and Taxation
Eastern Connecticut State University
Bachelor of Science (BS), Accounting
Savings Institute Bank & Trust Company April 2015 - Present
Savings Institute Bank & Trust Company May 2014 - April 2015
Savings Institute Bank & Trust Company July 2007 - May 2014
Commerce Insurance May 2003 - July 2005
Marien + Company CPAs, LLC 2002 - 2005
U.S. Coast Guard July 1997 - July 2001
Skills
Certified Internal..., Certification in Risk..., Certified Public..., Financial Analysis, Banking, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Auditing, Budgets, Insurance, CPA, Internal Audit, Assurance, Enterprise Risk..., Sarbanes-Oxley, Strategic Financial..., Financial Risk, Risk Assessment, Financial Planning, Finance
Education
University of Hartford 2003 — 2005
MSAT, Accounting and Taxation
Eastern Connecticut State University
Bachelor of Science (BS), Accounting
Dr. Robert Costa, Jr., CPA, CGMA's Savings Institute Bank & Trust Company Experience 1992 - 1994
Job Experienced NonProfit and Financial Services Executive
Industry Accounting
Experience
Costa & Associates 1986 - Present
DATA SOURCE, INC. 1997 - 1999
Putnam Bank 1994 - 1997
Savings Institute Bank & Trust Company 1992 - 1994
Ernst & Young 1991 - 1992
Arthur Andersen & Company 1988 - 1991
Skills
Non-profit..., Non-profit Development, Nonprofit Consulting, Auditing, Tax Compliance, Series 7, Series 63, Health Insurance, Disability Insurance, Term Life Insurance, Microsoft Dynamics, Novell Netware, Quickbooks, Microsoft Office, College Teaching, Pastoral Care, QuickBooks, Reviews, Accounting, Non-profits, Fundraising, Strategy, Nonprofits, Strategic Planning, Strategic Financial..., Small Business, Budgets, Tax, Due Diligence, Executive Management, Forecasting, Start-ups, Corporate Finance, Management, Analysis, Cash Flow, Banking, Payroll, Financial Services, Administration, Employee Benefits, Estate Planning, Financial Reporting, Managerial Finance, Business Process, Business Planning, Consulting, Management Consulting, Leadership, Financial Advisory
Education
Destiny Christian University 2005 — 2009
DD, Theology
Suffolk University - Sawyer School of Management 1984 — 1988
BSBA, Accounting
Costa & Associates 1986 - Present
DATA SOURCE, INC. 1997 - 1999
Putnam Bank 1994 - 1997
Savings Institute Bank & Trust Company 1992 - 1994
Ernst & Young 1991 - 1992
Arthur Andersen & Company 1988 - 1991
Skills
Non-profit..., Non-profit Development, Nonprofit Consulting, Auditing, Tax Compliance, Series 7, Series 63, Health Insurance, Disability Insurance, Term Life Insurance, Microsoft Dynamics, Novell Netware, Quickbooks, Microsoft Office, College Teaching, Pastoral Care, QuickBooks, Reviews, Accounting, Non-profits, Fundraising, Strategy, Nonprofits, Strategic Planning, Strategic Financial..., Small Business, Budgets, Tax, Due Diligence, Executive Management, Forecasting, Start-ups, Corporate Finance, Management, Analysis, Cash Flow, Banking, Payroll, Financial Services, Administration, Employee Benefits, Estate Planning, Financial Reporting, Managerial Finance, Business Process, Business Planning, Consulting, Management Consulting, Leadership, Financial Advisory
Education
Destiny Christian University 2005 — 2009
DD, Theology
Suffolk University - Sawyer School of Management 1984 — 1988
BSBA, Accounting
Sue Landers's Savings Institute Bank & Trust Company Experience Customer Service - Daily balancing and back office workcashiermackeysNovember 2008 - May 2011
Job Teller at Savings Institute Bank & Trust Company
Industry Consumer Goods
Experience
Savings Institute Bank & Trust Company Customer Service - Daily balancing and back office workcashiermackeysNovember 2008 - May 2011
new alliance bank August 2008 - October 2009
Skills
Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, Cashiering, Microsoft Office, Inventory Management, Time Management, Cash Handling Experience, Customer Service
Education
Central Connecticut State University 1977 — 1978
liberal arts
newington high school 1973 — 1977
northeast savings
Banking and Financial Support Services
Savings Institute Bank & Trust Company Customer Service - Daily balancing and back office workcashiermackeysNovember 2008 - May 2011
new alliance bank August 2008 - October 2009
Skills
Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, Cashiering, Microsoft Office, Inventory Management, Time Management, Cash Handling Experience, Customer Service
Education
Central Connecticut State University 1977 — 1978
liberal arts
newington high school 1973 — 1977
northeast savings
Banking and Financial Support Services
Aubrey Ross's Savings Institute Bank & Trust Company Experience 2007 - 2009
Job Certified Occupational Therapy Assistant/Licensed
Industry Hospital & Health Care
Experience
Genesis HealthCare 2014 - Present
Apple Rehab Cromwell March 2014 - May 2014
DMHAS January 2014 - March 2014
Private Employer; through State of Connecticut Department of Developmental Services October 2012 - October 2013
Waterford Public Schools 2009 - 2011
Savings Institute Bank & Trust Company 2007 - 2009
Skills
Customer Service, Data Entry, Microsoft Office, Research, Community Outreach, Event Planning, Critical Thinking, Treatment, Occupational Therapy, Elder Care, Developmental..., Rehabilitation
Education
Manchester Community College 2012 — 2014
Associate of Science (AS), Occupational Therapy Assistant
Eastern Connecticut State University 2007 — 2010
Bachelor of Arts (BA), History and Social Sciences
Three Rivers Community College 2005 — 2007
Associate of Arts (A.A.), General Studies
Genesis HealthCare 2014 - Present
Apple Rehab Cromwell March 2014 - May 2014
DMHAS January 2014 - March 2014
Private Employer; through State of Connecticut Department of Developmental Services October 2012 - October 2013
Waterford Public Schools 2009 - 2011
Savings Institute Bank & Trust Company 2007 - 2009
Skills
Customer Service, Data Entry, Microsoft Office, Research, Community Outreach, Event Planning, Critical Thinking, Treatment, Occupational Therapy, Elder Care, Developmental..., Rehabilitation
Education
Manchester Community College 2012 — 2014
Associate of Science (AS), Occupational Therapy Assistant
Eastern Connecticut State University 2007 — 2010
Bachelor of Arts (BA), History and Social Sciences
Three Rivers Community College 2005 — 2007
Associate of Arts (A.A.), General Studies
Cyernae Waller's Savings Institute Bank & Trust Company Experience June 2008 - January 2010
Job Customer Care Team Leader at The Hartford
Industry Financial Services
Experience
The Hartford August 2015 - Present
The Hartford March 2013 - August 2015
The Hartford August 2012 - February 2013
The Hartford August 2011 - August 2012
The Hartford February 2010 - July 2011
Savings Institute Bank & Trust Company June 2008 - January 2010
Skills
Customer Service, Claims, Insurance, Microsoft Office, Problem Solving, Documentation, Teamwork, Writing, English, MS Office Suite, Property & Casualty..., Insurance Claims, Homeowners, Commercial Lines, Casualty, Claim, Leadership, Liability, Software Documentation, Legal Liability, Subrogation, Coaching
Education
Eastern Connecticut State University 2005 — 2012
Bachelor of Science (B.S.) Communications, Communication and Media Studies
The Hartford August 2015 - Present
The Hartford March 2013 - August 2015
The Hartford August 2012 - February 2013
The Hartford August 2011 - August 2012
The Hartford February 2010 - July 2011
Savings Institute Bank & Trust Company June 2008 - January 2010
Skills
Customer Service, Claims, Insurance, Microsoft Office, Problem Solving, Documentation, Teamwork, Writing, English, MS Office Suite, Property & Casualty..., Insurance Claims, Homeowners, Commercial Lines, Casualty, Claim, Leadership, Liability, Software Documentation, Legal Liability, Subrogation, Coaching
Education
Eastern Connecticut State University 2005 — 2012
Bachelor of Science (B.S.) Communications, Communication and Media Studies
Fernanda Peters's Savings Institute Bank & Trust Company Experience May 2011 - Present
Job Administrative Assistant, Banker
Industry Financial Services
Experience
Savings Institute Bank & Trust Company May 2011 - Present
Phoenix Property Management January 2010 - April 2011
Mutual of Omaha Bank/ Community Association August 2004 - December 2009
Savings Bank of Manchester September 1998 - March 2004
Savings Bank of Manchester February 1998 - September 1998
Savings Bank of Manchester September 1996 - February 1998
Savings Bank of Manchester September 1995 - September 1996
R. Peters Construction Company September 1987 - September 1995
United Bank & Trust Co January 1983 - January 1987
Education
Bulkeley High School 1974 — 1978
High School Diploma, Business
Center for Financial Training
General Banking
Manchester Community College
English; Psychology
Savings Institute Bank & Trust Company May 2011 - Present
Phoenix Property Management January 2010 - April 2011
Mutual of Omaha Bank/ Community Association August 2004 - December 2009
Savings Bank of Manchester September 1998 - March 2004
Savings Bank of Manchester February 1998 - September 1998
Savings Bank of Manchester September 1996 - February 1998
Savings Bank of Manchester September 1995 - September 1996
R. Peters Construction Company September 1987 - September 1995
United Bank & Trust Co January 1983 - January 1987
Education
Bulkeley High School 1974 — 1978
High School Diploma, Business
Center for Financial Training
General Banking
Manchester Community College
English; Psychology
Shawn Godaire's Savings Institute Bank & Trust Company Experience June 2007 - May 2008
Job Sr. Manager, Credit Risk Management at Philips
Industry Consumer Electronics
Experience
Philips March 2014 - Present
Philips July 2013 - March 2014
Philips July 2012 - July 2013
Philips July 2011 - July 2012
Vishay Intertechnology, Inc. February 2010 - July 2011
Vishay Intertechnology, Inc. May 2008 - February 2010
Savings Institute Bank & Trust Company June 2007 - May 2008
Savings Institute Bank & Trust Company July 2006 - June 2007
Savings Institute Bank & Trust Company November 2001 - July 2006
Skills
Financial Statement..., Financial Accounting, Accounts Receivable..., Credit Risk, Collections Management, Dispute Resolution, Project Coordination, Fluent in Spanish..., Process Improvement, Process Management, Strategic Planning, Financial Risk, Financial Reporting, Team Leadership, Multicultural, Bilingual-English/Spanis..., Financial Analysis, Forecasting, Management, Credit, Risk Management, Sales, Business Process...
Education
Southern Connecticut State University 2009 — 2011
Master of Science, Business Administration (MBA), International Business
Eastern Connecticut State University 2000 — 2006
Bachelor of Science, Business Administration
Eastern Connecticut State University 2000 — 2006
Bachelor of Arts, Spanish Language and Literature
Universidad Nacional Autónoma de México
Spanish Language and Literature
Universidad de Guadalajara
Spanish Language and Literature
Philips March 2014 - Present
Philips July 2013 - March 2014
Philips July 2012 - July 2013
Philips July 2011 - July 2012
Vishay Intertechnology, Inc. February 2010 - July 2011
Vishay Intertechnology, Inc. May 2008 - February 2010
Savings Institute Bank & Trust Company June 2007 - May 2008
Savings Institute Bank & Trust Company July 2006 - June 2007
Savings Institute Bank & Trust Company November 2001 - July 2006
Skills
Financial Statement..., Financial Accounting, Accounts Receivable..., Credit Risk, Collections Management, Dispute Resolution, Project Coordination, Fluent in Spanish..., Process Improvement, Process Management, Strategic Planning, Financial Risk, Financial Reporting, Team Leadership, Multicultural, Bilingual-English/Spanis..., Financial Analysis, Forecasting, Management, Credit, Risk Management, Sales, Business Process...
Education
Southern Connecticut State University 2009 — 2011
Master of Science, Business Administration (MBA), International Business
Eastern Connecticut State University 2000 — 2006
Bachelor of Science, Business Administration
Eastern Connecticut State University 2000 — 2006
Bachelor of Arts, Spanish Language and Literature
Universidad Nacional Autónoma de México
Spanish Language and Literature
Universidad de Guadalajara
Spanish Language and Literature
Brittany Carpenter's Savings Institute Bank & Trust Company Experience September 2014 - Present
Job Collections Clerk at Savings Institute Bank & Trust Company
Industry Banking
Experience
Savings Institute Bank & Trust Company September 2014 - Present
Savings Institute Bank & Trust Company July 2013 - August 2014
Savings Institute Bank & Trust Company February 2013 - July 2013
Savings Institute Bank & Trust Company July 2012 - February 2013
Skills
Banking, Accounting, Customer Service, Microsoft Excel
Education
Manchester Community College
Savings Institute Bank & Trust Company September 2014 - Present
Savings Institute Bank & Trust Company July 2013 - August 2014
Savings Institute Bank & Trust Company February 2013 - July 2013
Savings Institute Bank & Trust Company July 2012 - February 2013
Skills
Banking, Accounting, Customer Service, Microsoft Excel
Education
Manchester Community College
Michelle Moorer's Savings Institute Bank & Trust Company Experience May 1980 - February 1984
Job Sports Professional
Industry Sports
Experience
Nubian Njia Martial Arts 1990 - Present
Active Communications - AT&T March 1984 - April 1997
Savings Institute Bank & Trust Company May 1980 - February 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bookkeeping, Business, Customer Service, Disaster Recovery, Entrepreneurship, Hospitality, Hotels, Internet, Keyboards, Photoshop, PowerPoint, Pricing, Creative Writing, YouTube, Youth Mentoring, Youth Work
Education
DeVry University-Illinois 2010 — 2011
University of Tennessee, Knoxville 1975 — 1978
Nubian Njia Martial Arts 1990 - Present
Active Communications - AT&T March 1984 - April 1997
Savings Institute Bank & Trust Company May 1980 - February 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bookkeeping, Business, Customer Service, Disaster Recovery, Entrepreneurship, Hospitality, Hotels, Internet, Keyboards, Photoshop, PowerPoint, Pricing, Creative Writing, YouTube, Youth Mentoring, Youth Work
Education
DeVry University-Illinois 2010 — 2011
University of Tennessee, Knoxville 1975 — 1978
Bruce Hodgins's Savings Institute Bank & Trust Company Experience September 1993 - May 2012
Job LPL Financial Advisor at O'Connell Wealth Manangement LLC Securities offered through LPL Financial. Member FINRA/SPIC
Industry Investment Management
Experience
O'Connell Wealth Manangement LLC Securities offered through LPL Financial. Member FINRA/SPIC October 2012 - Present
Savings Institute Bank & Trust Company September 1993 - May 2012
Connecticut National Bank November 1986 - September 1993
Skills
Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Asset Management, Series 7, Investment Strategies, Investment Management, Investment Advisory, Portfolio Management, Alternative Investments, Series 66, Business Retirement..., Professional Plan...
Education
Central Connecticut State University 1976 — 1980
Bachelor's degree, Business Administration and Management, General
EO Smith High School 1972 — 1976
O'Connell Wealth Manangement LLC Securities offered through LPL Financial. Member FINRA/SPIC October 2012 - Present
Savings Institute Bank & Trust Company September 1993 - May 2012
Connecticut National Bank November 1986 - September 1993
Skills
Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Asset Management, Series 7, Investment Strategies, Investment Management, Investment Advisory, Portfolio Management, Alternative Investments, Series 66, Business Retirement..., Professional Plan...
Education
Central Connecticut State University 1976 — 1980
Bachelor's degree, Business Administration and Management, General
EO Smith High School 1972 — 1976