Shawmut Bank
Industry: Bank
DescriptionFleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America. Successor: Bank of America Headquarters: Boston, MA Founded: 1999 Revenue: 12 billion USD Defunct: 2004 Number of employees: Approximately 50,000
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Shawmut Bank Employees
Salus Capital Partners September 2014 - Present
Rockland Trust Company July 2011 - August 2014
Webster Business Credit December 2002 - July 2011
Wells Fargo Foothill August 1992 - November 2002
Shawmut Bank April 1990 - August 1992
KPMG July 1987 - April 1990
Skills
Commercial Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Loans, Middle Market, Credit, Small Business Lending, Portfolio Management, Finance, Investments, Underwriting, Credit Risk, Commercial Mortgages, Lines Of Credit, Financial Analysis, Cash Flow Lending, Loan Origination, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Banking, Commercial Finance, Factoring, Restructuring, Private Equity, Valuation, Debt Restructuring, Risk Management, Workout, SBA, Cash Management
Education
Stonehill College 1983 — 1987
Bachelor of Science, Accounting
Catholic Memorial High School 1979 — 1983
HomeTowne Realty Team Judy K August 2012 - Present
Johnston County Schools January 2009 - Present
Glen Laurel August 2007 - December 2007
Corporate Headquarters January 1988 - June 1999
Shawmut Bank June 1987 - January 1989
Roitman & Son June 1985 - June 1987
Skills
Higher Education..., Student Engagement, Higher Education, Time Management, Marketing, Management, Research, Residential Homes, Sales
Education
J.Y. Monk Real Estate School 2014 — 2014
Post Licensing
Superior School of Real Estate 2014 — 2014
2013-2014 Mandatory Update
HPW Real Estate School 2013 — 2013
Contracts & Closings
Johnston Community College 2012 — 2012
Broker Pre-Licensing
University of Rhode Island 1992 — 1996
Bachelor of Arts, English Literature
Katherine Gibbs School 1985 — 1986
Secretarial Studies
Scituate Jr. Sr. High School 1980 — 1984
Diploma, College Prepatory
Peltier Law Office, PLLC / Parry & Parry, P.C. May 2014 - Present
Boston Partners Financial Group, LLC September 2013 - May 2014
MetLife March 1998 - March 2013
Whittier Health Network 1997 - 1997
Davis & White, P.C. 1995 - 1996
Shawmut Bank 1995 - 1995
Filene's 1993 - 1995
Skills
Administrative..., Banking, Retail Sales, Microsoft Office, Access, Time Management, Analysis, Human Resources, PowerPoint, Microsoft Excel, Office Administration, Training, Process Improvement, Customer Satisfaction, Data Analysis, Team Building, Microsoft Word, Office Management, Customer Service, Team Leadership
Education
Northern Essex Community College 1993 — 1995
Associate of Arts (AA), Paralegal Studies
Boston Private Bank October 2010 - Present
Citizens Bank September 1996 - October 2010
PNC Bank October 2000 - February 2002
Cambridge Trust Company October 1994 - October 1996
Shawmut Bank March 1985 - September 1994
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Analysis, Underwriting, Risk Management, Credit Risk, Asset Based Lending, Middle Market, Finance, Treasury Management, Cash Management
Education
The George Washington University - School of Business 1978 — 1980
MBA
Washington College 1970 — 1974
BA, Humanities
Fairfax Hall Preparatory School 1968 — 1970
College Prep
Carver Federal Savings Bank November 2014 - Present
CompuGain May 2014 - October 2014
Capital One Bank August 2009 - May 2013
Chevy Chase Bank February 1999 - August 2010
M&T Bank September 1994 - January 1999
Citi July 1989 - August 1994
Riggs Bank January 1987 - June 1989
Shawmut Bank September 1976 - November 1986
Skills
Call Centers, Operations Management, Business Process..., Staff Management, Project Management, Branch Banking, Retail Banking, Loans, Banking, Budgets, Credit, Leadership, Cross-functional Team..., Customer Retention, Branch Management, Analysis, Consumer Lending, Process Improvement, Financial Services, Process Management, Management, Quality Management, Commercial Lending, Recruiting, Call Center, Onboarding, Mortgage Lending, Employee Engagement, Credit Cards, Risk Management, Strategy, Team Leadership, Project Delivery, CRM, Program Management, Customer Satisfaction, Finance, Vendor Management, Executive Management, Relationship Management, Commercial Banking
Education
Strayer University
Strayer University 2010 — 2013
Business Administration:Managment
Ontario Graphite Limited November 2012 - Present
Ontario Graphite Limited February 2012 - November 2013
SphereInvest Group January 2010 - January 2012
Panterra Partners, LLC January 2005 - December 2009
Banc of America Securities, LLC January 2000 - November 2004
CIBC World Markets June 1995 - December 1999
Morgan Stanley & Company August 1993 - April 1995
Bank of Boston June 1989 - July 1991
Shawmut Bank November 1986 - June 1989
Skills
Mergers, Corporate Finance, Restructuring, Private Equity, Financial Analysis, Loans, Strategy, Investments, Real Estate, Investment Banking, Due Diligence, Entrepreneurship, Corporate Law, Financial Structuring, Real Estate Economics, Business Strategy, Mergers & Acquisitions, Capital, Management, Start-ups, Management Consulting, Risk Management, Mutual Funds, Latin America, Financial Modeling, Commercial Lending, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
Franklin Pierce University 1982 — 1986
AB
Gulf Stream Golf Club October 2014 - Present
AKUITY Technologies 2009 - 2013
Leamar Industries 1986 - 2000
Shawmut Bank February 1986 - August 1986
Education
Siena College 1982 — 1984
Bachelor's of Science, Computer Science
Hudson Valley Community College 1980 — 1982
Associate in Applied Science, Accounting
Hinckley, Allen & Snyder LLP May 2010 - Present
Edwards Angell Palmer & Dodge May 2007 - May 2010
Hasbro, Inc. January 2003 - April 2007
Gunderson Dettmer 2000 - 2002
Nixon Peabody 1998 - 2000
Reebok 1994 - 1997
Shawmut Bank 1990 - 1993
Skills
Trademarks, Licensing, Intellectual Property, Software Licensing, Copyright Infringement, Domain Names, Entertainment Law, Trademark Infringement, Intellectual Property..., Unfair Competition, Corporate Law, Dispute, Copyright Registration, Trade Secrets, Dispute Resolution, Business Litigation, Privacy Law, Alternative Dispute...
Education
Suffolk University Law School 1993 — 1996
JD, Intellectual Property
Harvard University 1985 — 1989
BA, Psychology
Boston Latin School
CrossFit Pure April 2014 - Present
CrossFit Gwinnett January 2014 - April 2014
CrossFit Never Doubt November 2012 - July 2013
Dunkin' Donuts National DCP, LLC 2000 - 2005
PFPC 2002 - 2003
Type T, LLC 2000 - 2001
United Asset Management 1990 - 2000
Federal Home Loan Bank of Boston 1996 - 1999
EF Educational Tours 1992 - 1996
Shawmut Bank January 1988 - January 1992
Skills
Marketing, Project Management, Advertising, Strategic Planning, Team Building, Customer Service, Social Media, Cross-functional Team..., Microsoft Office, Event Planning, Social Networking, Public Speaking, Budgets
Education
Bentley College 1997 — 1998
Internet Management Certificate, Internet
Stonehill College 1987 — 1991
Bachelor of Arts, International Studies
Webster Bank, NA April 1999 - Present
Shawmut Bank February 1989 - April 1997
Skills
Investments, Derivatives, Financial Risk, Treasury Management, Operational Risk, Loans, Small Business Lending, Credit Analysis, Sales Management, Banking
Education
The University of Connecticut School of Business
Personnel People September 1999 - Present
Shawmut Bank 1990 - 1995
Shawmut Bank 1989 - 1995
Skills
Executive Search, Recruiting, Technical Recruiting, Temporary Staffing, Human Resources, Applicant Tracking..., Contract Recruitment, CNC programing, Internet Recruiting, Permanent Placement, Temporary Placement, Screening Resumes, Training, Talent Acquisition, Benefits Negotiation, Sourcing, Hiring, Time Management, Staffing Services, College Recruiting, Account Management, Talent Management, Onboarding, Cold Calling, Resume Writing, Benefits Administration, HR Consulting, Career Development, Screening, Workforce Planning, Search, Building Relationships, Job Descriptions, Employee Training, Interviews, Labor Relations, Industrial Sector, Customer Retention, Business Networking, Deferred Compensation, Succession Planning, Payroll, Employee Relations, Performance Management, Consulting, New Hire Orientations, Job Coaching, HRIS, Employee Benefits, Personnel Management
Education
Johnson and Wales University 1990 — 1992
Management
Johnson & Wales University 1983 — 1986
Associates, Business Management
Bank of Millbrook Trust and Investment Services October 2015 - Present
Bank of Millbrook March 2015 - Present
Salisbury Trust November 2006 - October 2015
Fleet Bank 2001 - 2003
The Hartford 1996 - 2001
Glastonbury Bank & Trust 1995 - 1996
Shawmut Bank 1988 - 1995
Skills
Investments, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Equities, Asset Managment, Brokerage, Commercial Banking, Due Diligence
Education
Smith College 1982 — 1984
BS, Government
New York University 1980 — 1982
Liberal Science
Miss Porter's School, Farmington, CT 1976 — 1979
TD Bank VPCape Cod Bank and Trust1996 - 2004
Shawmut Bank 1982 - 1988
Education
Stonehill College 1978 — 1982
BA, Economics
Dedham High
RE/MAX Professionals January 2012 - Present
Exceptional Events, LLC November 1991 - January 2012
The Denver 100 December 2010 - December 2011
Re/Max Professionals September 2009 - December 2010
Shawmut Bank September 1987 - November 1991
United Technologies Corporation 1983 - 1987
Education
The University of Connecticut School of Business
Genesis Technical & Financial Inc 1994 - Present
Fleet Bank - Boston 1991 - 1994
Shawmut Bank 1990 - 1994
Bank of Boston 1987 - 1991
USTrust Company - Boston 1981 - 1986
Bankers Trust NA 1974 - 1981
Skills
Private Equity, Venture Capital, Due Diligence, Banking, Strategic Planning, Entrepreneurship, Deal Structuring, Financial Analysis, Equity Research, Start-ups, Business Strategy, Portfolio Management, Risk Management, Financial Reporting, Financial Management, Change Management, Loans, Equities, Mergers & Acquisitions
Education
Saint Michael's College
MA
Allstate August 2014 - Present
Diversity Staffing Pros, LLC 2012 - August 2014
Liberty Mutual Insurance 2003 - 2012
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
Fleet Bank 1998 - 1999
GTE Wireless 1997 - 1997
META, INC January 1992 - January 1996
SHAWMUT BANK January 1990 - January 1992
Skills
New Business Development, Business Relationship..., Financial Analysis, Strategic Planning, Marketing Strategy, Sales Management, Business Strategy, Market Planning, Negotiation, Legal, Sales Channel..., RFP Generation, Contract Negotiation, Financial Modeling, Thought Leadership, CRM, Leadership, Management, P&L Management, Selling, Budgets, Business Analysis, Relationship Management, Outsourcing, Insurance, Financial Services, Analysis, Customer Retention, Customer Acquisition, Finance, Strategy, Strategic Partnerships, Multi-channel Marketing, Product Development, Lead Generation, Sales, Business Planning, Business Development
Education
Syracuse University
BS
Syracuse University - Martin J. Whitman School of Management
MBA
Presidio May 2015 - Present
Cambridge Systematics, Inc. December 2014 - May 2015
Sports Authority November 2014 - January 2015
athenahealth June 2014 - October 2014
AEP Industries September 2005 - June 2014
Cambridge Systematics July 2001 - September 2005
Novell December 1997 - July 2001
Boston EquiServe August 1994 - December 1997
Shawmut Bank March 1993 - August 1994
Skills
Customer Service, Invoicing, Management, Process Improvement, Forecasting, Budgets, Accounts Receivable, Cross-functional Team..., ERP, Operations Management, Financial Analysis, Accounts Payable, Financial Reporting, Analysis, Virtual Teams, SAP, Inventory Management, Accounting
Education
New England College of Business and Finance 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
University of Massachusetts at Lowell 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Danvers High School
Southern Properties Realty Trust 2004 - Present
Norstar Partners 1992 - 2005
Shawmut Bank 1990 - 1992
S&P Capital 1985 - 1990
Skills
Strategic Planning, Debt & Equity Financing, Commercial Real Estate..., Real Estate Private..., Real Estate Financing, Bank..., Fundraising, Public Speaking, Entrepreneurship, Project Management, Negotiation, Business Strategy, Microsoft Office, Event Planning, Start-ups, Team Building, Program Management, Project Planning, New Business Development, Research, Product Development, Strategy, Management Consulting, Business Planning, Market Research, Marketing Strategy, Sales, Real Estate, Mergers & Acquisitions
Education
Harvard Business School
MBA, Finance & Real Estate
Queen's University
Bsc. Eng., Mechanical Engineering
Harvest Capital June 2011 - Present
Bank of America January 2008 - March 2011
US Trust January 1996 - March 2011
Shawmut Bank January 1994 - December 1995
Shawmut Bank September 1992 - December 1993
Shawmut Bank January 1990 - August 1992
Connecticut National Bank August 1983 - December 1989
Skills
Wealth Management, New Business Development, Sales Management, Business Exit Planning, Non-profits, Wealth, Banking, Series 7
Education
Middlebury College 1979 — 1983
B.A., Economics
AffinEco LLC: Premier Maintenance, United Services of America, Melillo Maintenance January 2002 - Present
Temco Building Maintenance November 1999 - December 2001
Colin Service Systems September 1994 - October 1999
ISS Facility Services A/S April 1992 - August 1994
Shawmut Bank August 1987 - March 1992
Skills
Contract Negotiation, Strategic Planning, Apartments, New Business Development, Budgets, Customer Service, Tenant, Team Building, Contract Management, Leadership, Management, Operations Management, Sales, Negotiation, Business Development, Retail, Selling, Real Estate, Small Business, Construction, Commercial Real Estate, Corporate Real Estate
Education
Trinity University 1980 — 1984
BS, Marketing and Finance
Brookline High School 1976 — 1980
High School, Collage Prep
National Securities Corporation February 2009 - Present
vFinance Investments Inc December 2005 - February 2009
Argilus Investment Banking LLC April 2001 - December 2005
McDonald Investments January 1998 - April 2001
Key Bank October 1990 - January 1998
Shawmut Bank April 1990 - October 1990
JP Morgan Chase July 1983 - April 1990
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance
Niagara University 1976 — 1980
BBA, Accounting and Finance
Cannon Financial Institute, Inc. July 2006 - Present
WR Hambrecht 2004 - 2005
Deutsche Banc Alex. Brown January 1986 - September 2004
Bear Stearns 1984 - 1985
Shawmut Bank 1981 - 1983
Skills
Investments, Asset Managment, Wealth Management, Securities, Mutual Funds, Series 7, Retirement Planning, Estate Planning, Financial Services, Alternative Investments, Retirement, Asset Management, Financial Planning, Asset Allocation, Portfolio Management, Equities, Hedge Funds, Capital Markets, Management, Risk Management, Fixed Income, Investment Advisory, Banking
Education
Plymouth State University
Business, Management, Marketing, and Related Support Services
University of Rochester
Sovereign Bank June 2007 - February 2009
Digital Federal Credit Union May 2006 - May 2007
Eastern Bank 1995 - 2005
Shawmut Bank 1985 - 1995
Education
Suffolk University
MBA, Business
Suffolk University 1978 — 1982
BS, Biology/Chemistry
Foster-Glocester Regional School District January 2000 - Present
CVS Caremark Corporation November 1992 - September 1999
Shawmut Bank September 1989 - September 1990
CVS Caremark Corporation September 1985 - September 1989
McDonald's Corporation August 1975 - August 1985
Skills
I have over twenty..., I have over fouteen..., I have over fouteen..., Autism Spectrum..., Management, PowerPoint, Time Management, Tutoring, Microsoft Office, Microsoft Word, Microsoft Excel, Courses, CPI trained, PBIS Trained, Experience with IBM..., Program Development, Teamwork, Payroll, Inventory Management, Customer Service, Nonprofits, Training, Leadership, Social Media, Social Networking, Special Education
Education
Rhode Island College 2011 — 2015
Bachelor’s Degree, Psychology, 4.0 GPA and graduated summa cum laude
Community College of Rhode Island 2008 — 2010
Associate's degree, General Studies, graduated with highest honors GPA 3.92
BDC Capital/CDC New England March 2014 - Present
Bay Colony Development Corp. 2008 - March 2014
Bank of America 2006 - 2008
TD Bank, NA 1995 - 2006
TD Banknorth 1995 - 2006
Lawrence Savings Bank 1992 - 1995
Shawmut Bank 1989 - 1992
U.S. Army 1984 - 1987
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Investment Advisory, Credit, SBA Loans, Project Finance, Bank Management, Portfolio Management, Financial Institutions, Refinance, SBA 504, Investments, Lines Of Credit, Credit Analysis, Retail Banking, SBA, Asset Based Lending, Commercial Mortgages, Risk Management, Financial Analysis, Finance, Banking, Loan Origination, Credit Risk, Consumer Lending, Commercial Real Estate, Mortgage Lending, Cash Management, Underwriting, Treasury Management, Cross Selling, Financial Structuring, Mortgage Banking, Relationship Management, Middle Market, Financial Services, Financial Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1989
MBA, Finance
Isenberg School of Management, UMass Amherst 1980 — 1984
BBA, Management
Worcester Academy 1977 — 1980
Self-employed March 2013 - Present
Liberty Mutual Insurance January 1995 - March 2013
Shawmut Bank June 1986 - January 1995
Skills
employee communications..., writing for the web,..., editing with emphasis..., story research, Annual Report planning..., communications project..., Strategic Communications, Speech Writing, Conducting Interviews, Interviewing Skills, Research, Newsletters, Proofreading, Communications..., Editing, Copy Editing, Corporate Communications, Communication Training, Communications Planning, Crisis Communications, Internal Communications, Writing, Marketing Communications, Management, Social Media
Education
Northwestern University 1973 — 1974
Master of Science (MS), Journalism
Kenyon College 1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
Abt Accounting Services January 2013 - Present
Builders Association of Greater Boston September 2008 - November 2012
Builders Association of Greater Boston August 2001 - August 2008
MCI Telecommunications October 1992 - July 1995
MCI Corporation November 1989 - September 1992
MCI Corporation November 1986 - November 1989
MCI Corporation October 1984 - October 1986
MCI Corporation July 1983 - October 1984
Shawmut Bank November 1982 - June 1983
KPMG US August 1980 - November 1982
Skills
Program Management, Budgets, Construction, Project Management, Recruiting, Marketing Strategy, Management, Team Leadership, Payroll, Strategy, New Business Development, Accounting, Sales, Team Building, Strategic Planning, Contract Negotiation, Social Media Marketing, Human Resources, Business Planning, Training
Education
Nichols College 1976 — 1980
BS, Double Major - Accounting and Computer Science
United Bank October 2014 - Present
Rockville Bank May 2002 - Present
Rockville Bank January 2008 - September 2011
Rockville Bank May 2002 - May 2008
Liberty Bank May 2000 - May 2002
Comcast Cable March 1995 - May 2000
Shawmut Bank March 1991 - March 1995
Skills
Municipal Budgeting, Budgeting, Customer Relations, Customer Service, Process Improvement, Banking, Microsoft Office, Compliance, Retail, Mentoring, Loans, Accounting, Budgets, Emergency Management, Analysis, Branch Management, Business Development, Commercial Lending, Consumer Lending, Credit, Customer Satisfaction, Financial Analysis
Education
Connecticut Conference of Municipality 2008 — 2013
Certificate, Municipal Budgeting
Emergency Management-FEMA 2012 — 2012
Emergency Management Certification, Emergency Management
Conn. School of Finance & Management 2001 — 2003
Diploma, Banking and Finance
Post University 1988 — 1989
Bachelor of Science, Accounting, 3.74 G.P.A.0
APOGEE: Sustainable Innovation 1996 - Present
Polaroid 1986 - 1996
Shawmut Bank 1985 - 1986
Skills
Organizational..., Organizational Behavior, Innovation Management, Innovation Consulting, Finance, Japanese business..., Japanese culture
Education
Simmons College - Simmons School of Management 1984 — 1985
Master of Business Administration (MBA), Distinction in Finance
Harvard University
Graduate School of Arts and Sciences, Regional Studies - East Asia
Avon July 2012 - Present
Viacom April 2007 - February 2012
MTV Networks October 2003 - April 2007
MTV Networks August 2001 - October 2003
U.S. Trust December 2000 - August 2001
MIT 1995 - 2000
Shawmut Bank 1990 - 1995
Skills
Employee Relations, Benefits, Problem Solving, Public Speaking, Vendor Management, Total Rewards, Internal Communications, Employee Benefits, Deferred Compensation, Talent Management, Onboarding, Human Resources, HRIS, Performance Management, Strategy, Recruiting, Retirement, Benefits Administration, Employee Engagement, Management, Pensions, Leadership, Compensation & Benefit, Defined Benefit, Personnel Management
Education
Lehigh University 1984 — 1988
B.S., Electrical Engineering
First Integrity Mortgage, LLC July 2010 - August 2011
Telespectrom 1996 - 1998
Shawmut Bank 1983 - 1993
Education
Rivier University 2003 — 2012
Masters, Education
Rivier College 1986 — 1988
MBA, Business Management
University of Massachusetts Lowell 1980 — 1983
Bachelor, Management
Skadden Arps 1997 - Present
Mattapan Community Health Center 1995 - 1997
Shawmut Bank 1990 - 1995
BayBankMiddlesex 1985 - 1990
BayBankMiddlesex 1982 - 1985
Skills
Legal Assistance, Legal Management, Litigation Support, Employment Law, Litigation, Legal Research, Legal Compliance, Strategic Planning, Finance, Contract Negotiation, Strategy
Education
Northeastern University
Southern New Hampshire University
MBA
Eye Health Services April 2015 - Present
Lincare Holdings, Inc October 2014 - April 2015
Beth Isreal Deaconess Hospital - Milton May 2011 - October 2014
Homemaker 1989 - 2011
Sharon Medical Assoc August 2010 - August 2010
Shawmut Bank 1986 - 1988
Shawmut Bank 1985 - 1986
Shawmut Bank 1981 - 1985
Skills
Banking, Medical Terminology, Outlook, EHR, Human Resources, Marketing, Medical Billing, Medicine, Sales, Microsoft Excel, Healthcare, Program Management, HIPAA, Health Insurance
Education
Health Care Training Services 2010 — 2010
Certificate, Medical Office Specialist
Simmons College 1981 — 1986
BS, Management
Simmons College
Certificate, National Association of Bank Women, Business Administration and Management, General
Fulton Financial Corporation September 2014 - Present
First Niagara Bank July 2012 - May 2014
Bank of America May 2011 - July 2012
HSBC Mortgage Corporation November 2004 - April 2010
- March 2002 - October 2004
Bank One Corporation January 1999 - January 2002
Fleet Financial Group January 1996 - January 1999
Shawmut Bank December 1993 - January 1996
The MAC Group May 1982 - December 1993
Skills
Strategy, CRM, Risk Management, Analytics, Analysis, Process Improvement, Management, Leadership, Banking, Data Analysis, Business Strategy, Forecasting, Program Management, Financial Modeling, Mergers & Acquisitions, Credit, Finance
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Decision Science & Marketing
Harvard University 1980 — 1982
Doctoral Study, Economics
Ohio University 1974 — 1978
B.S., Economics, Mathematics
Madwire® November 2014 - Present
GeoSearchSEO March 2014 - Present
PicACard April 2014 - December 2014
Preferred Water Testing September 2013 - March 2014
Alpine Access 2010 - February 2013
CBTS 1995 - 2005
Fidelity Investments 1987 - 1994
Shawmut Bank 1983 - 1987
Chemical Bank 1980 - 1981
Skills
Customer Experience, Call Center, Customer Satisfaction, Insurance, Finance, Customer Retention, Customer Service, Technical Support, Investments, Data Entry, Telephone Skills, Telemarketing, Training, Leadership, SEM, Public Speaking, Team Building, Project Management, CRM, Lead Generation, Sales, Marketing, Marketing Strategy, Social Media Marketing, SEO, Social Networking, Social Media, Online Marketing, Email Marketing, Online Advertising, New Business Development, Digital Marketing
Education
McGill University
BSc
United Nations International School
Deutsche Bank January 2014 - Present
Fidelity Investments SENIOR MANAGER, RALEIGH NCJUNE 2007 November 1997 - 2014
Boston Capital August 1994 - 1996
Shawmut Bank August 1992 - August 1994
MCI 1990 - 1992
Skills
Process Improvement, Disaster Recovery, SDLC, Vendor Management, Business Analysis, Financial Services, PMP, Project Management, Business Intelligence
Education
Norwich University 1986 — 1990
BS, Communications
MTAG Services August 2013 - Present
Realty Consulting Services September 2011 - July 2013
MCube Financial LLC August 2012 - March 2013
Situs Companies 2009 - 2011
Wachovia, A Wells Fargo Company 2002 - 2009
New Century Capital Corporation 1990 - 2002
People's United Bank 1989 - 1991
Shawmut Bank 1980 - 1989
Chemical Bank 1976 - 1978
Skills
CMBS, Real Estate Economics, Asset Managment, Loans, Due Diligence, Real Estate, Underwriting, Portfolio Management, Loan Origination, Credit, Commercial Mortgages, Loan Servicing, Securitization, Commercial Real Estate, Risk Management, Commercial Lending, Asset Management, Banking, Structured Finance, Real Estate Financing, Construction Loans, Finance, Brokerage, Residential Mortgages, Valuation, Financial Structuring, Workout, Mortgage Lending, Credit Analysis, Asset Based Lending, Disposition, REO, Capital Markets, Private Equity, Mezzanine, Debt Restructuring, Funding, Financial Modeling
Education
Marist College 1965 — 1969
BA, Business Administration
Webster Bank April 1996 - Present
West Hartford Town Council November 2009 - Present
Shawmut Bank December 1986 - December 1996
Shawmut Bank 1986 - 1996
Skills
Cash Management, Banking, Commercial Lending, Credit, Marketing, Credit Analysis, Management, Securities, Capital Markets, Leadership, Consumer Lending, Budgets, Finance, Mortgage Lending, Relationship Management, Portfolio Management, Risk Management, Small Business, Loan Origination, Investments, Underwriting, Credit Risk, Retail Banking, Small Business Lending, Treasury Management, Loans, Cross Selling, Sales, Financial Analysis, New Business Development, Derivatives, Financial Services, Fixed Income, AML, Operational Risk, Mutual Funds, Executive Management
Education
The University of Connecticut 1978 — 1982
BA, Psychology
Rensselaer Polytechnic Institute
MBA, Finance
Life, Health & Wealth Enterprises June 2010 - Present
Joseph's Studio Productions July 2003 - Present
Fleet Bank (& merger partners Bank of Boston & Shawmut Bank) August 1990 - April 2003
Shawmut Bank 1990 - 1992
First Chicago Corp. August 1979 - April 1986
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Banking, Risk Management, Asset Management, Strategy, Portfolio Management, Loans, Financial Analysis, Finance, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Business Strategy, Credit, Financial Structuring, Valuation, Capital Markets, Investments
Education
Northwestern University - Kellogg School of Management 1979 — 1987
Masters in Management, Finance & Management
Wesleyan University 1974 — 1979
B.A., Theater Arts
Phillips Exeter Academy 1971 — 1974
3 year graduate, College Preparatory
Haverhill Bank April 2008 - Present
Redimix Companies Inc. August 1999 - March 2007
Citizens Bank 1995 - 1999
Shawmut Bank 1990 - 1995
State Street Bank 1985 - 1987
State Street Bank 1985 - 1987
Skills
Middle Market, Loans, Commercial Lending, Commercial Real Estate, Credit, Training, Commercial Banking, Small Business Lending, Banking, Credit Analysis, Portfolio Management, Loan Origination, Underwriting, Credit Risk
Education
Saint Anselm College 1976 — 1981
BA, Economics
Wolf & Company, P.C. September 1986 - October 1990
Shawmut Bank June 1985 - September 1986
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Accounting
Accenture 2005 - Present
Accenture 1993 - 2000
Shawmut Bank May 1992 - September 1992
Phoenix Life Insurance Company June 1986 - June 1992
Education
Trinity College-Hartford 1981 — 1985
BS, Psychology
StartPoint Realty March 2009 - Present
www.AHomeBuyer.com October 1988 - March 2009
Buyer's Choice Realty August 1997 - October 1998
Shawmut Bank September 1988 - December 1994
Education
Hanover College 1975 — 1979
BA, Economics, Business
Blue Cross Blue Shield of Rhode Island January 2009 - January 2015
Citizens Financial Group September 1993 - September 2008
Shawmut Bank 1990 - 1993
Dutch Institutional Holding Company 1986 - 1989
Skills
Program Management, Process Improvement, Vendor Management, Risk Management, IT Strategy, Change Management, Strategic Planning, Business Process..., Six Sigma, Outsourcing, Business Intelligence, Cross-functional Team..., Business Analysis, Project Management, Operations Management, Management, Governance, IT Management, Team Building, Business Transformation, Leadership, SDLC, Integration, Management Consulting, Project Portfolio..., PMO, Strategy, Analytics, Enterprise Software, Procurement, Executive Management, Business Strategy, Mergers & Acquisitions
Education
Stanford University 1980 — 1981
M.S., Engineering
United States Military Academy at West Point 1976 — 1980
B.S., Engineering
FedEx Express August 2011 - Present
Durham School Services August 2009 - Present
Home February 1997 - Present
First Student November 2004 - July 2009
MassMutual Financial Group 1990 - 2003
The Childrens Theatre of Massachusetts 1988 - 1990
Shawmut Bank 1986 - 1988
Del Padre's 1982 - 1986
Skills
Payroll, Transportation, Access, Customer Service, Software Documentation, Time Management, Leadership, Data Entry, Supervisory Skills, Microsoft Office, Outlook, Process Improvement, Customer Satisfaction, Pensions, Pension Systems, Pension Funds, Investments, Benefits Administration, Accounts Payable, Accounts Receivable, Problem Solving, Team Leadership, Teamwork, Team Building, Small Business, Theatre, Nonprofits, Non-profit Leadership, Non-profit..., Non-profit Volunteer, Scouting, Scout Den Leader, Software, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Collections, Skip Tracing, Payroll Taxes, Employee Benefits, Administration, Invoicing, Call Centers, Shipping, CDL Class A
Education
Springfield Technical Community College 1984 — 1985
Computer Programming
Linea Capital October 2009 — Present
Värde Partners, Inc. September 2004 — September 2009
Cargill, Inc. January 1997 — January 2002
Piper Jaffray December 1993 — 1997
Airfund Corp. / American Finance Group 1987 — December 1993
Shawmut Bank July 1983 — 1987
Skills
Portfolio Management, Strategy, Finance, Investment Banking, Fixed Income, Mergers, Real Estate, Credit, Structured Finance, Management, Mergers & Acquisitions, Series 63, Series 79, Business Development, Financial Structuring, Corporate Finance, Capital, Venture Capital, Investments, Private Equity, Asset Management, Loans, Funding, Due Diligence, Entrepreneurship, Financial Analysis, Financial Services, Equities, Valuation, Real Estate Economics, Financial Modeling, Commercial Real Estate
Education
Middlebury College 1979 — 1983
BA Cum Laude
Minnetonka High School 1976 — 1979
ABUF
TD Bank January 2010 - Present
TD Bank; America's Most Convenient Bank August 2007 - January 2010
Union Capital Mortgage July 2004 - August 2007
Bank of America 2003 - 2004
Fleet Bank 2003 - 2004
TD Bank USA 1999 - 2003
IpswichBank 2000 - 2002
Fleet Bank 1989 - 1999
Shawmut Bank; Peabody, Ma 1990 - 1992
Shawmut Bank 1990 - 1992
Skills
Small Business Lending, Banking, Credit, Mortgage Lending, Consumer Lending, Retirement Planning, Leadership Development, Staff Development -..., Finance, Strategic Financial..., Coaching, Risk Management, Financial Services, Residential Mortgages, Relationship Management, Customer Service, Branch Management, Loans, Commercial Banking, Commercial Lending, Lines Of Credit, Sales, Cross Selling, Loan Origination, Wealth Management, Treasury Management, Management, Investments, Retail Banking, FHA, Leadership, CRM, Business Planning, Retail, Cash Management, Business Development, Deposits, Strategic Planning, Financial Risk, Branch Banking, Sales Management
Education
Northeastern University 1987 — 1990
Psychology
Arlington High School 1979 — 1982
Evariant April 2014 - Present
Perot Systems 1997 - 2000
Health Net 1994 - 1997
Shawmut Bank 1988 - 1994
Skills
Counseling, Hiring, Insurance, Budgeting, Customer Service, Employee Relations, Employee Benefits, Budgets, Deferred Compensation, Interviews, Management, New Hire Orientations, Onboarding, Succession Planning, Training, Human Resources, Organizational..., Personnel Management, Recruiting
Education
Hartwick College 1986 — 1988
Bachelors of Art, English
Hartford College For Women 1984 — 1986
Associates, Liberal Arts
Brainshark, Inc. September 2013 - Present
Brainshark, Inc. February 2010 - September 2013
RxVantage 2009 - 2010
Overall Domain Concepts 2008 - 2008
RegEd 2007 - 2008
MFS Investment Management 1994 - 2007
Shawmut Bank 1993 - 1994
Skills
Instructional Design, E-Learning, Technical Writing, Technical Training, Project Management, Hands-on Training, SaaS, Training Delivery, Webinars, Training, Learning Management..., Instructor-led Training, Consulting, CRM, Sales, Solution Selling, Salesforce.com, Leadership
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts, Economics
FactSet Research September 2007 - Present
FactSet Research Systems September 2000 - August 2007
FactSet Research March 1991 - 2000
Shawmut Bank 1989 - 1991
Fidelity Investments 1986 - 1987
Skills
Equities, Financial Services, Portfolio Management, Strategy, Leadership, Management, Strategic Planning, Financial Modeling, Asset Management, Financial Markets
Education
Harvard University 1982 — 1986
Milton Academy 1982 — 1986
Eastern Bank January 2015 - Present
Eastern Bank Corporation November 2010 - Present
Eastern Bank November 2010 - January 2015
Federal Reserve Board May 2014 - July 2014
Federal Home Loan Bank of Boston January 2004 - December 2013
Legal Sea Foods September 2010 - September 2013
Wainwright Bank March 1994 - November 2010
Shawmut Bank July 1975 - March 1994
Bradford National Bank March 1971 - July 1975
Education
Northeastern University
Bachelor of Science (BS), Finance, General
Webster Bank August 2000 - Present
Fleet Bank February 1996 - August 2000
Shawmut Bank 1988 - 1996
Connecticut National Bank 1986 - 1988
Baybank May 1983 - 1986
Skills
Commercial Lending, Cash Management, Commercial Mortgages, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Underwriting, Finance, Financial Analysis, Loans, Management, Real Estate, Credit, Small Business, Strategic Planning, Asset Based Lending, Risk Management, Commercial Real Estate, Credit Analysis, Insurance
Education
Western New England University 1985 — 1988
MBA, Economics
Smith College 1979 — 1983
BA, Government and Economics
RBS April 1997 - June 2013
RBSCitizens Bank May 2010 - December 2010
Royal Bank of Scotland - Citizens Bank May 2008 - December 2010
Shawmut Bank 1972 - 1997
Skills
Banking, Risk Management, Credit, Loans, Retail Banking, Portfolio Management, Financial Risk, Commercial Banking, Financial Services, AML, Commercial Lending, Leadership, Management, Consumer Lending, Credit Analysis, Disaster Recovery, Business Analysis, Vendor Management, Operational Risk, Relationship Management, Financial Analysis, Credit Risk, Cash Management, Enterprise Risk..., Operational Risk..., Capital Markets, Executive Management, Basel II
Education
Nichols College 1995 — 1998
MBA, BUSINESS
Simmons College 1989 — 1992
BS, BUSINESS
Marian High School
DawnEliseEvans Photography 2010 - Present
DawnEliseEvans.com 1980 - Present
MTM Consulting 1992 - 1995
Shawmut Bank 1984 - 1992
Human Factors East 1982 - 1984
Amherst Associates 1980 - 1982
Skills
Writing/Editing, Training - design and..., Marketing Strategy, Public Speaking, Blogging, Research, Social Media, Fundraising, Public Relations, Marketing, Customer Service
Education
Mount Holyoke College 1976 — 1980
Bachelor of Arts, Psychobiology
Mary C. Wheeler School 1972 — 1976
Diploma
Ensign-Bickford Industries January 2008 - December 2014
BP 1994 - January 2006
Shawmut Bank 1987 - 1992
Skills
Strategic Partnerships, Strategy, Process Improvement, Strategic Planning, Mergers & Acquisitions, Business Strategy, New Business Development, Employee Engagement, Mergers, Change Management, Management Consulting, Product Development, Financial Modeling, Start-ups, Operations Management, Business Process...
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and International Business
Yale University 1983 — 1987
B.A., East Asian Studies
Groton School 1979 — 1983
Buckley School 1970 — 1979
Customers Bank April 2013 - Present
Flagstar Bank February 2011 - April 2013
Sovereign Bank 2005 - 2009
Sovereign Bank 2003 - 2005
Sovereign Bank 2000 - 2003
Fleet Bank 1995 - 2000
Shawmut Bank 1986 - 1995
Florida National Bank January 1982 - September 1986
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Leadership, Portfolio Management, Loans, Mergers & Acquisitions, Business Development, Finance, Financial Services, New Business Development, Small Business Lending, Investments, Management, Sales, Middle Market, Executive Management, Asset Based Lending, Credit Analysis, Strategic Leadership, Cash Management, Loan Origination, Private Equity, Credit Risk, Risk Management, Underwriting, Mortgage Lending, Commercial Mortgages, Cross Selling, Financial Analysis
Education
Stetson University 1978 — 1983
BBA, Marketing
Norwood High School 1975 — 1978
Digital Federal Credit Union April 2004 - Present
Kensingtonhouse Ltd December 2000 - March 2004
BayBank February 1996 - November 2000
Shawmut Bank January 1994 - January 1996
Skills
Loan Origination, Loans, Cross Selling, Credit, Banking, Credit Analysis, Lines Of Credit, Credit Unions, Finance, Home Equity Loans, Home Equity Lines of...
Education
Massachusetts Bay Community College 1999 — 2003
Associate of Arts (AA), Acting/Liberal Arts
Commonwealth Financial Group July 2015 - Present
Aimtek, Inc. January 2012 - March 2014
Strategic Financial Partners November 2008 - November 2010
The Interface Group September 1989 - October 2008
Shawmut Bank September 1984 - August 1989
Alexander, Aronson, Finning & Co August 1983 - August 1984
Skills
Auditing, Marketing, Financial Analysis, Budgets, Nonprofits, Human Resources, Management, Microsoft Excel, Sales, CRM, Finance, Microsoft Office, Event Planning, Accounting, Team Building, Recruiting
Education
Simmons College
B.A., Accounting/Management
Moments to Cherish April 1985 - Present
Ellis School 2002 - February 2012
Avon 2011 - 2012
HERBALIFE an Independent Distributor 1998 - 2005
Vigilant 1995 - 1998
Shawmut Bank 1989 - 1993
Skills
Administrative Assistant, Business, Outstanding Customer..., Teaching, Research, Writing, Outlook, Editing, Event Planning, Public Speaking, Scheduling, Fundraising, Teamwork, Customer Relations, Event Management, Small Business, Promotions, Public Relations, Planning
Education
Franklin Pierce College
Business Management
ML Smith Partners 2002 - Present
Barrister Executive Suites 1998 - Present
Korn/Ferry International 1987 - 2002
Korn/Ferry International powered by Lominger 1996 - 1999
Mercer Management Consulting 1984 - 1987
Shawmut Bank 1977 - 1982
Greenwich High School 1972 - 1977
Skills
Recruiting, Executive Coaching, Strategic Planning, Leadership Development, Strategy, Start-ups, Management Consulting, Team Building, Entrepreneurship, Marketing Strategy, Finance, Organizational..., Management
Education
Harvard Business School
Master of Business Administration (MBA), Business/Commerce, General
Stanford University
Bachelor of Arts (B.A.), Political Science and Government
Wesleyan University
Master of Arts (M.A.), History
Northcentral University July 2007 - Present
Robinson & Cole LLP April 2004 - May 2007
IKON Office Solutions 1996 - 2003
Shawmut Bank 1991 - 1993
Skills
Marketing Strategy, Strategic Planning, Social Media, Marketing, Public Speaking, Public Relations, Marketing Communications, Event Planning, Teaching, Online Advertising, Advertising, Higher Education, Graphic Design, Data Analysis, Research, Email Marketing, Project Management, Strategy, Analysis
Education
Grand Canyon University
B.A., Behavioral Science; Secondary Education
StartPoint Realty July 2013 - Present
www.AHomeBuyer.com October 1996 - September 2009
Shawmut Bank October 1986 - December 1995
Skills
Short Sales, Council of Residential..., Condos, 1031 Exchanges, Foreclosures, Real Estate, Real Estate Transactions, Investments, Selling, First Time Home Buyers, Sellers, Real Estate Financing, Property Management, Residential Homes, Investment Properties, Investors, Income Properties, Rentals, e-PRO, Seniors, Townhomes, New Home Sales, Waterfront, Buyer Representation, HUD, REO, National Association of..., Single Family Homes, Listings, FHA, Referrals, Apartments, Agents, International Real..., Real Estate Development, Relocation, Real Estate Marketing, Relocation Buyers, Leases, Home Staging, Seller Representation, SFR, Move Up Buyers, Corporate Relocation, Buyers, Real Estate Economics, ABR, Vacation Homes, Brokerage, Luxury
Education
Hanover College 1975 — 1979
BA, Economics
Webster Bank May 2015 - Present
GE Capital May 1997 - May 2015
Shawmut Bank 1992 - 1997
Skills
Loans, Asset Based Lending, Commercial Lending, Credit Analysis, Credit, Credit Risk, Commercial Banking, Middle Market, Structured Finance, Leveraged Finance, Underwriting, Financial Structuring, Cash Flow Lending, Banking, Loan Origination, Corporate Finance, Restructuring, Financial Risk, Due Diligence, Commercial Mortgages, Risk Management, Debt Restructuring
Education
State University of New York College at Fredonia 1978 — 1983
Bachelors, Business Administration
State University of New York College at Fredonia 1978 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Alston & Bird LLP February 2015 - Present
Alston & Bird LLP April 2011 - February 2015
Alston & Bird LLP September 2010 - April 2011
Alston & Bird LLP May 2004 - September 2010
Alston & Bird LLP April 1998 - May 2004
Babson College November 1995 - April 1998
Trellis Network Services September 1994 - November 1995
Shawmut Bank April 1994 - September 1994
Bank of Boston July 1991 - April 1994
Bank of Boston July 1989 - July 1991
Skills
Networking, Project Management, Software Documentation, Technical Support
Education
Stonehill College 1985 — 1989
BA, Economics
Boston College High School 1981 — 1985
Webster Bank June 2006 - Present
Webster Financial Corp. 2006 - Present
EGF&G Club 2006 - 2011
Bank of America February 2003 - May 2005
Fleet Bank June 1998 - February 2003
Shawmut Bank November 1984 - June 1998
Bankers Trust January 1982 - November 1984
Allstate Insurance June 1971 - December 1981
Education
United States Army War College 1992 — 1994
Strategic Studies, Strategic Studies
Seton Hall University 1964 — 1969
BA, Sociology
Alden Torch Financial LLC September 2013 - Present
R4 Capital LLC July 2011 - July 2013
Red Capital Group January 2004 - July 2011
John Hancock Realty Advisors January 1999 - April 2003
UBS/ Paine Webber Properties November 1995 - January 1999
Shawmut Bank June 1990 - April 1994
Booz Allen Hamilton September 1982 - June 1984
Skills
Origination, Real Estate, Real Estate Finance, Affordable Housing..., Affordable Housing, Loan Origination, Real Estate Economics, LIHTC, Property Management, Real Estate Development, Due Diligence, Tax Credits, Financial Modeling, Investments, Asset Management, Commercial Real Estate, Private Equity, Disposition
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Business Administration
Williams College 1977 — 1982
B.A., English with a minor in Economics
The Lawrenceville School 1972 — 1977
diploma, College Preparatory
Wayne Begin, MBA CPA Financial and Development Consulting January 1981 - Present
INDEPENDENT FORMAL WEAR, Inc January 1993 - January 2006
TIME INC. MAGAZINE CO January 1988 - January 1993
SHAWMUT BANK January 1985 - January 1986
REFINEMET INTERNATIONAL January 1983 - January 1985
COOPERS & LYBRAND January 1979 - January 1983
Skills
Forensic Accounting, Financial Analysis, Financial Reporting, Tax Preparation, Small Business, Financial Accounting, Bookkeeping, Due Diligence, Financial Modeling, Management Consulting, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Corporate Finance, Internal Audit, Business Planning, Start-ups, Business Strategy, Statistics, Cisco Technologies, Technology, Microsoft Technologies, Information Technology, Virtualization, Cloud Computing, Remote Desktop, VAR, Channel Partners, Barcode
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance, Statistics, Int'l Business
Oral Roberts University 1975 — 1979
BS, Accounting
Seminole County Public Schools November 2013 - Present
Bill Briggs LLC February 1995 - May 2011
Shawmut Bank October 1981 - February 1995
Education
The University of Connecticut 1981 — 1987
Master of Business Administration (MBA), Business
Saint Michael's College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
Teradata 2004 - Present
NCR 2004 - 2007
Tillinghast - Towers Perrin 2000 - 2002
Towers Perrin 2000 - 2002
FleetBoston Corporation 1994 - 2000
Fleet Financial Group 1994 - 2000
Fleet Bank 1994 - 2000
Fleet 1994 - 2000
Shawmut Bank 1994 - 1995
Skills
Predictive Analytics, Analytics, Segmentation, Database Marketing, Business Analytics, SAS, Analytical Marketing, Information-Based..., Consumer Behavior..., Consumer Insight, Consumer Behaviour, Data Warehousing, Direct Marketing, Marketing, Business Intelligence, Data Modeling, Predictive Modeling, Data Mining, Big Data, Management, Customer Analysis, Teradata, Statistical Modeling, ETL, Data Integration, SAS programming, Strategy, Master Data Management, CRM, Consulting
Education
Brooklyn Technical High School
The Heller School for Social Policy and Management at Brandeis University
University at Buffalo
Centinel Financial Group LLC November 1990 - Present
Shawmut Bank June 1980 - May 1989
Education
Iona College 1979 — 1981
MBA, Marketing
Iona College 1971 — 1975
BBA, Finance/Economics
Archbishop Stepinac High School 1962 — 1966
HS Diploma
InSource PresidentRJV Consulting2009 - 2011
Open Solutions 2008 - 2009
PwC Consulting 1995 - 2000
PwC Consulting 1995 - 2000
Shawmut Bank 1991 - 1995
Skills
Recruiting, Consulting, Human Resources, Vendor Management, Leadership, Process Improvement, Talent Acquisition, College Recruiting, Talent Management, SDLC, Business Process..., SharePoint, Change Management, Program Management
Education
The Catholic University of America 1974 — 1978
Caliber Home Loans August 2014 - Present
Caliber Home Loans January 2014 - July 2014
Green Tree Servicing May 2013 - January 2014
MetLife Home Loans May 2011 - May 2013
Performance Management Consultant November 2009 - May 2011
Bank of America April 2004 - February 2009
Fleet Bank 1999 - 2004
FleetBoston Financial 1995 - 2004
Shawmut Bank 1990 - 1995
Skills
Performance Management, Call Center, Customer Experience, Process Improvement, Change Management, Banking, Operations Management, Business Process..., Vendor Management, Financial Services, Strategic Planning, Financial Risk, Relationship Management, Forecasting, Metrics, Risk Management, Credit, Leadership, Business Analysis, Retail Banking, Call Centers, Customer Service, Analysis, Coaching, Strategy, Mergers & Acquisitions, Management, Integration, Finance, Sales Operations, Data Management, Reporting & Analysis, Executive Management, Sales Management, Loans
Education
Gordon College 1982 — 1986
B.A., Business
Wells Fargo January 2009 - Present
Diversified Investment Advisors July 1995 - September 2008
Shawmut Corporation 1989 - 1994
Shawmut Bank 1987 - 1994
Skills
Wealth Management, Fixed Annuities, Defined Benefit, Asset Allocation, Retirement Planning, 401k, 403(b), Retirement, Employee Benefits, Financial Services, Financial Analysis, Pensions, Mutual Funds, Investments, Relationship Management, Management
Education
Quinnipiac University 1975 — 1984
Boston Stock Exchange 1984 - 2007
Badger Company 1974 - 1984
American Biltrite Inc 1968 - 1974
Northeast Airlines 1967 - 1968
Shawmut Bank 1965 - 1966
Education
Tufts University 1960 — 1965
Huntington Prep 1959 — 1960
Hebron Academy 1956 — 1959
JPMorgan May 2010 - Present
JPMorgan Chase June 2008 - June 2010
Chase January 1999 - June 2008
U.S. Trust March 1994 - January 1999
Shawmut Bank January 1991 - March 1994
Skills
Fund Accounting, Valuation, Corporate Actions, Mutual Funds, ETFs, Equities, Financial Services, Fixed Income, Securities, Hedge Funds, Risk Management, Investments, Bloomberg, Derivatives, Alternative Investments, Business Process..., Banking, Accounting, Quality Assurance, Risk Assessment, Client Services, Fund Administration, Transfer Agency, Financial Analysis, Asset Management
Education
Suffolk University - Sawyer School of Management 1994 — 1997
Master of Science in Finance, Finance, General
Salem State University 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High 1982 — 1986
Department of Fire Services / Mass Fire Academy August 2014 - Present
Cushing Academy July 2009 - Present
Emerson Hospital April 2008 - Present
Mount Wachusett Community College March 2006 - Present
Ashburnham Fire Department October 2004 - Present
Athol Memorial Hospital July 2007 - April 2008
The Community Journal September 1999 - September 2003
The Coulter Press March 1996 - September 1999
Shawmut Bank August 1994 - October 1996
Skills
Healthcare, Teaching, Community Outreach, Public Speaking, Cpr Certified, Hospitals, ACLS, Nursing, First Aid
Education
Mount Wachusett Community College 2003 — 2007
AS, Nursing
University of New Hampshire 1993 — 1994
MA, English/Writing
University of New Hampshire 1990 — 1993
BA, Humanities
Seyfarth Shaw LLP April 2015 - Present
Bingham McCutchen LLP June 2014 - April 2015
Bingham McCutchen LLP March 2004 - June 2014
Shawmut Bank 1995 - 1996
Skills
Accounts Payable, Budgets, Accounting, General Ledger, Accounts Receivable, Account Reconciliation, Financial Reporting, Invoicing, Auditing, Spreadsheets, Customer Service, Finance, Financial Analysis, Microsoft Excel, Outlook, Mergers
Education
Northeastern University 1994 — 1999
Accounting, Business Administration and Management, General
Bank of America August 2013 - Present
KBC Consulting January 2012 - July 2013
Mercer May 2006 - January 2012
Putnam Investments 2001 - 2006
Fidelity Investments 1995 - 2001
Fidelity Investments January 1993 - December 1994
Fidelity Investments January 1991 - January 1993
PwC Consulting January 1987 - December 1991
Shawmut Bank January 1985 - January 1987
Syncronamics Consulting September 1984 - January 1985
Skills
Product Management, Program Management, Management, Strategy, CRM, Mutual Funds, Management Consulting, Executive Management, Business Process..., Business Development, Business Strategy, Leadership, Analytics, Portfolio Management, Start-ups, Financial Services, Asset Management
Education
Harvard University 1980 — 1984
BA, Economics
Columbia University 1979 — 1980
Transfer, Business/Managerial Economics
BostonLatin 1973 — 1979
High School
Partners HealthCare System, Inc 2007 - Present
PartnersHealthCareSystem 1997 - Present
Shawmut Bank 1987 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1987
Bayer HealthCare August 1996 - 2008
State of Connecticut 1995 - 1996
Shawmut Bank 1993 - 1994
Skills
Antibacterial, Pharmaceutical Industry, Oncology, Market Research, Global Marketing, Market Analysis, Product Launch, Segmentation, Cross-functional Team..., Marketing Research, Competitive Analysis, Analytics, Strategy, Clinical Development, Biotechnology, Customer Insight, Data Analysis, Managed Care, Competitive Intelligence
Education
Wesleyan University 1988 — 1991
BA, Mathematics & Economics
The University of Connecticut School of Business
MBA
New Neighborhoods, Inc. March 2015 - Present
Women's Institute for Housing & Economic Development June 2013 - February 2015
Women's Institute for Housing and Economic Development April 2013 - June 2013
Newcastle Housing Ventures LLC 2010 - 2013
Simon Konover Development Corporation 2010 - 2011
Connecticut Housing Finance Authority 2008 - 2010
Konover Development Corp 2003 - 2008
Konover Capital Advisors 1998 - 2003
Fleet Bank 1995 - 1998
Shawmut Bank 1990 - 1995
Skills
Construction and..., Underwriting & Due..., Investment Analytics &..., Asset Management, Market Research &..., Excel & Argus Modeling..., Acquisitions,..., Lease, Purchase/Sale, &..., Asset Managment
Education
University of Connecticut, Department of Public Policy 2013 — 2013
Encore!Hartford Fellow
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Real Estate/Finance
Rice University 1977 — 1980
Master of Architecture, Architecture
Princeton University 1972 — 1976
BA, Architecture/Economics
Lynbrook High School 1969 — 1972
Seaport Companies January 2007 - Present
Seaport Companies November 2003 - January 2007
Building Automation Systems Inc. July 2003 - November 2003
Comverse Inc. February 2001 - August 2002
Xerox Connect Inc. February 1999 - February 2001
CompuCom 1996 - 1999
Shawmut Bank 1988 - 1993
Skills
E-commerce, Training, SharePoint, Strategic Planning, Microsoft Excel, Salesforce.com, Cloud Computing, Security, Leadership, Telecommunications
Education
The Peterson School of Engineering 2003 — 2003
Certification
Paul Smith's College 1978 — 1980
Associates
Ohio National Financial Services June 2013 - Present
Jackson National Life December 2005 - December 2012
John Hancock May 2002 - December 2005
Prudential Financial December 2000 - August 2001
Life Insurance Company of the Southwest (LSW) January 1998 - May 2001
Jackson National Life May 2000 - October 2000
AEGON/Western Reserve Life (WRL) May 1996 - December 1997
Output Technologies December 1995 - April 1996
Vantage July 1991 - February 1995
Shawmut Bank September 1990 - July 1991
Skills
Annuities, UL, SDLC, DB2, Quality Assurance, Test Planning, User Acceptance Testing, Programming, Mainframe, Fileaid, TSO, VSAM, CICS, JCL, Testing, COBOL, Windows, Microsoft Office, Excel, Analysis, Business Analysis, Systems Analysis, Product Development, Requirements Analysis, Insurance, Project Planning, Data Analysis, Decision Support, Endevor, IBM Utilities, Problem Solving, Production Support, MVS, ISPF, IBM Mainframe, Syncsort, Application Development, Access, Easytrieve, SQL, SPUFI, Documentation, DB2/SQL, z/OS, Xpediter, Software Development, Lotus Notes, QMF, OS/390, Vantage-One
Education
Grumman Data Systems Institute 1979 — 1979
Diploma, Computer Programming
Nassau Community College 1976 — 1978
Liberal Arts
Western Alliance Bank October 2009 - Present
Community Bank of Arizona January 2008 - August 2009
1st National Bank of Arizona April 2002 - November 2007
The Boston Consulting Group 2000 - 2002
Sibson Consulting June 1994 - June 1998
Shawmut Bank June 1993 - June 1994
Skills
Credit, Banking, Loans, Commercial Lending, Commercial Banking, Underwriting, Credit Analysis, Asset Based Lending, Loan Origination, Financial Analysis, Finance, FHA, Credit Risk, Retail Banking, Mortgage Lending, Small Business Lending, Cash Management, Commercial Mortgages, Portfolio Management, Treasury Management, Risk Management, Mortgage Banking, Business Development, Consumer Lending, Warehouse Lending, Real Estate
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration
Trinity College-Hartford 1989 — 1993
BA, American Studies
Saks Fifth Avenue March 2013 - July 2015
STEPS, Inc. October 2010 - February 2013
Citizens Bank & Trust Company June 2009 - September 2010
MasterCard Worldwide 2003 - 2008
MasterCard 1997 - 2003
MasterCard 1995 - 1997
MasterCard 1993 - 1995
BayBank 1991 - 1993
BayBank 1989 - 1991
Shawmut Bank 1987 - 1989
Skills
Product Management, Strategy, Relationship Management, Product Development, Portfolio Management, Cross-functional Team..., New Business Development, Leadership, CRM, Start-ups, Financial Services, Strategic Partnerships, Marketing Strategy, Strategic Planning, Business Development, Payments, Program Management, Business Strategy, Marketing, Direct Marketing, Sales, Debit Cards, Management, Credit Cards, Banking, Project Management, Customer Service, Risk Management, E-commerce
Education
Longwood University 1977 — 1981
B.S., Psychology
Kenston Forest School
Cambridge Trust Company 1996 - Present
Choate, Hall & Stewart 1994 - December 1996
Shawmut Bank 1987 - 1994
Boston Safe Deposit & Trust Company/Boston Company 1981 - 1987
Education
ABA National Graduate Trust School 1989 — 1994
Merrimack College 1978 — 1982
Stonestreet Corporation 2001 - Present
CVS Caremark Corporation 1999 - 2001
AMRESCO, Inc. 1993 - 1999
Shawmut Bank 1990 - 1993
Old Stone Bank 1985 - 1990
Skills
Real Estate Development, Real Estate, Investment Properties, Property Management, Commercial Real Estate, Residential Homes, Brokerage, Corporate Real Estate, Sales, Loans, Management, Selling, Real Estate Transactions, Disposition, Real Estate Economics, Location Intelligence, Shopping Centers, Dispositions
Education
Roger Williams University 1981 — 1985
Bachelor of Science - Accounting
Marborough Business Association 2009 - Present
Reiner Marketing Communications 1997 - 2010
Shawmut Bank 1994 - 1996
Saint Joseph College 1992 - 1993
Skills
Analyzing operational..., staff recruitment and..., Marketing, Copywriting, Event Planning, Project Management, Insurance, Event Management, Business Analysis, Social Media, Small Business, Analysis, Recruiting, Management, Team Leadership, Contract Negotiation, Public Speaking, Grant Writing, Marketing Strategy, Leadership, Financial Analysis, Budgets, Nonprofits, Fundraising, Entrepreneurship, Customer Service, Strategy, Coaching, Public Relations
Education
University of Hartford 1983 — 1986
MBA, Finance
Hofstra University 1974 — 1978
BA, Communications
Computer Science Corporation July 2013 - June 2014
HP Enterprise Services 2007 - June 2013
KaydeCare, LLC March 1998 - August 2005
Telco Communication Group 2/1995–11/1997 February 1995 - November 1997
Department of Employment and Training 9/1991-5/1994 September 1991 - May 1994
Shawmut Bank June 1985 - October 1990
Education
Saint Augustines College 2007 — 2009
Bachelor of Science, Organizational Management
Berkshire Bank May 2012 - Present
Berkshire Bank September 2009 - May 2012
Webster Bank January 1996 - January 2008
Webster Bank January 1999 - January 2006
Webster Bank January 1996 - January 1999
SHAWMUT BANK January 1988 - January 1996
Skills
AML, Loans, Banking, Fraud, Risk Assessment, Enterprise Risk..., Credit, Bank Secrecy Act, Risk Management, Credit Analysis, Financial Risk, Mortgage Lending, Portfolio Management, Process Improvement, Vendor Management, Consumer Lending
Education
Gettysburg College 1971 — 1975
University of Connecticut
M.B.A
Retired October 2013 - Present
Brookbury Consulting, LLC September 2008 - October 2013
Wachovia January 2008 - September 2008
Wachovia November 2005 - December 2007
Wachovia January 2001 - November 2005
Wachovia January 1997 - December 2000
Centerbank December 1990 - December 1996
United States Army Reserve June 1970 - June 1996
Shawmut Bank August 1980 - December 1990
The Connecticut Bank and Trust Company August 1977 - August 1980
Skills
Project Management, Business Process..., Acquisition Integration, Mergers, Human Resource..., Insourcing, Consulting, Management, Change Management, Program Management, Leadership, Performance Management, Management Consulting, Strategic Planning, Outsourcing, Business Process, Strategy, Employee Engagement, Human Resources, Mergers & Acquisitions, Instructional Design, E-Learning, Talent Management, Training, Process Improvement, Organizational..., Organizational..., Performance Improvement, Integration, Executive Management
Education
Rensselaer Polytechnic Institute at Hartford 1985 — 1986
MS, Management
University of Hartford 1975 — 1978
MS, Organizational Behavior
University of Connecticut 1966 — 1970
BA, Political Science
Northern Trust April 2008 - Present
Lukas and Associates 2006 - 2008
Nationwide 2006 - 2008
JPMorgan 2004 - 2005
JPMorgan Chase 2004 - 2005
JPMorgan (Bank One) 1995 - 2005
Bank One 1995 - 2005
Shawmut Bank 1989 - 1995
Skills
Derivatives, Fixed Income, Financial Markets, Capital Markets, Risk Management, Portfolio Management, Trading Systems, Financial Services, Securities, Equities, Charles River IMS, Options, Hedge Funds, Asset Management, Alternative Investments, Bonds, FX Options
Education
New York University - Leonard N. Stern School of Business 1972 — 1975
MBA, Quantitative Analysis and Computer Application Information Systems
Pace University 1968 — 1972
BBA, Math Major, EDP minor
Columbia Management December 1994 - Present
Smith Barney 1991 - 1994
Shawmut Bank June 1984 - September 1987
Skills
Fixed Income, Portfolio Management, Mutual Funds, Municipal, Asset Management, Tax-advantaged..., High Net Worth...
Education
Harvard University 2003 — 2009
MLA, Management- Extension Studies
University of Massachusetts Dartmouth 1975 — 1979
BS, Finance
Eversource Energy July 2007 - Present
Eversource Energy 2003 - 2007
Liberty Bank September 2000 - February 2002
The Hartford March 1999 - August 2000
SIS 1995 - 1999
Shawmut Bank July 1992 - May 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Internal Audit, Auditing, Enterprise Risk..., Accounting, Risk Assessment, Financial Reporting, Financial Analysis, Risk Management, Process Improvement, Financial Risk, Business Process..., SEC Filings, Management, Energy, Change Management, Project Management
Education
Western New England University 1996 — 2001
MBA, General Business
Quinnipiac University 1989 — 1992
BS, Accounting
Michigan Farm Bureau Life Insurance Company February 2013 - Present
Moody's Investors Services May 1998 - May 2008
Fuji Bank Limited January 1994 - May 1998
Shawmut Bank August 1992 - January 1994
Citigroup July 1985 - September 1991
Southmark Corporation May 1983 - July 1985
Merrill Lynch Relocation Management June 1979 - May 1983
Pearson Cook Company & McDonald Real Estate January 1976 - June 1979
Skills
Loans, Portfolio Management, Credit, Credit Analysis, Investments, Underwriting, Asset Management, Real Estate, Commercial Real Estate, Investment Properties, Loan Origination, Commercial Mortgages, CMBS, Cash Flow, Investors, Management, Workout, Loan Modifications, Foreclosures, REO
Education
Citibank Credit Training 1989 — 1990
Bank Credit Training Certificate, Money Center Banking
Pace University - Lubin School of Business 1985 — 1988
MS, Taxation
Pace University 1980 — 1983
BBA, Finance
Ally Financial Inc. January 2014 - Present
Belmont Savings Bank September 2010 - December 2013
First Citizens Federal Credit Union August 2009 - September 2010
Sovereign Bank July 2004 - January 2009
Compass Bank (acquired by Sovereign Bank, July 2004) November 1996 - July 2004
Shawmut Bank June 1978 - November 1996
Household Finance Corporation June 1977 - June 1978
Skills
Customer Service, Banking, Customer Retention, Automobile, Sales Management, Customer Satisfaction, Sales Process, Team Building, Business Planning, Budgets, Sales, Business Development, Management, Profit, Pricing, Coaching, Mortgage Lending, Retail, Credit Risk, Commercial Lending, New Business Development, Retail Banking, Insurance, Account Management, Negotiation, Solution Selling, Process Improvement, Finance, Sales Operations, Forecasting, Commercial Mortgages, Leadership, Portfolio Management, Risk Management, Mortgage Banking, Loan Origination, Consumer Lending, Loans, Small Business Lending, Credit Analysis, Lines Of Credit
Education
Providence College 1973 — 1977
BA
StoneBridge Financial June 2005 - Present
shawmut bank 1980 - 1996
shawmut bank 1980 - 1996
Education
Middlebury College 1970 — 1974
BA, Languages
Worcester Polytechnic Institute August 2014 - Present
Holy Trinity Church 2014 - Present
St John's Episcopal Church October 2010 - 2014
Anne Marie's Music School 1990 - 2011
First Congregational Church of West Springfield October 2003 - October 2010
BankBoston 1998 - 2001
Shawmut Bank 1984 - 1990
Skills
Choral, Music Education, Piano, Teaching, Music Theory, Public Speaking, Pianist, Music, Vocal Coaching, Singing, Vocal, Fundraising, Classical, Non-profits, Microsoft Word, Training Delivery, Instructor-led Training, Musical Direction, Church Music, Nonprofits, Choral Conducting
Education
University of Massachusetts at Lowell 1975 — 1978
bachelor of music education, Music Teacher Education
New England Conservatory of Music 1972 — 1975
Goodwin Capital Advisers September 1994 - Present
Goodwin Capital Advisers September 1994 - January 2009
Shawmut Bank July 1992 - September 1994
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, High Yield, Investment Advisory, Investment Management, Investment Strategies, Management, Portfolio Management, Private Equity, Risk Management, Securities, Trading, Valuation, Wealth Management, Due Diligence, Mutual Funds
Education
La Salle University 1988 — 1992
B.S. Finance, Finance
Daniel Hand High School 1984 — 1988
Travelers Insurance May 2009 - Present
Aetna January 2008 - December 2008
Aetna January 2004 - December 2007
Aetna March 1998 - December 2003
Shawmut Bank 1991 - 1996
Shawmut Bank 1988 - 1991
Education
Saint Joseph College 1988 — 1994
Bachelor of Science, Management
Manchester Community College
A.S., Computer Science
Bank of America April 2004 - December 2014
Fleet Bank October 1994 - March 2004
Shawmut Bank September 1986 - September 1994
Skills
Business Process..., Credit, Financial Analysis, Strategic Planning, Partnership-building, Financial Modeling, Financial Reporting, Consulting, Risk Assessment, Banking, Analysis, Leadership
Education
Suffolk University - Sawyer Business School 1986 — 1990
MBA, Finance
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelor of Science, Accounting
EMC 2011 - Present
RSA 2010 - 2011
Bose Corporation 1982 - 2009
Bose 1982 - 2009
bose 1982 - 2009
bose 1982 - 2009
tmane 1985 - 1996
the computer store 1980 - 1981
lumber mutual insurance 1978 - 1981
shawmut bank 1977 - 1980
Skills
Cross-functional Team..., Management, Process Improvement, Account Management, Business Strategy, Team Leadership, SAP, Retail, Analytics, Strategy, Business Intelligence, Hyperion Enterprise, Consumer Electronics, Microsoft Office, Leadership, Financial Analysis, Budgets, Product Marketing, Competitive Analysis, Strategic Financial..., PeopleSoft, Public Speaking, Product Management, Business Objects, Accounting, Financial Modeling, Finance, Forecasting, Income Statement, SAP R/3, Financial Reporting, Project Management, Analysis, Start-ups
Education
Nichols College 1989 — 1995
BS, Business Administration
Massachusetts Bay Community College 1976 — 1978
AS, Business Adminiatration
Wellesley High School 1973 — 1976
Massachusetts Growth Capital Corporation (MCGG) June 2004 - Present
New England Consulting Partners, LLC January 2002 - June 2004
Medford Bank June 1996 - December 2002
Shawmut Bank 1986 - 1995
Skills
Finance, Loans, Restructuring, Management, Strategy, Banking, Asset Based Lending, Strategic Planning, Real Estate, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Portfolio Management, Credit, Investments, Loan Origination, Small Business Lending, Commercial Banking, Commercial Mortgages, Financial Analysis, Due Diligence, Credit Risk
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
Santander Sovereign Bank January 2013 - May 2014
Sovereign Bank March 2010 - January 2013
Bank of America July 2003 - March 2009
Fleet Financial 1995 - 2003
Shawmut Bank 1985 - 1995
Skills
Credit Cards, Retail Banking, Debit Cards, Banking, Loans, Cross Selling, Product Management, Customer Retention, Consumer Lending, Credit, Financial Services, Portfolio Management
Education
Suffolk University - Sawyer Business School
MBA, Business Administration
Yale University Associate Vice PresidentYale UniversityJuly 2010 - Present
Shawmut Bank 1990 - 1996
Skills
Higher Education, Leadership Development, Nonprofits, Program Development, Conflict Resolution, Public Speaking, Organizational..., Training, Staff Development, Management, Strategic Planning
Education
Quinnipiac University School of Law
Doctor of Law (JD)
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
Savings Institute Bank & Trust July 2011 - Present
ISGN June 2010 - June 2011
Webster Bank Consumer Finance Division June 2001 - April 2009
Homestead USA, Inc September 1998 - May 2001
Gundaker Realtors Better Homes & Gardens October 1996 - June 1998
Shawmut Bank May 1984 - January 1996
Skills
Consumer Lending, Mortgage Lending, Retail Banking, Mortgage Banking, Finance, Loan Origination, Credit Risk, Credit, Loans, Underwriting, Banking, Credit Analysis, Risk Management, Financial Services, Residential Mortgages, Commercial Lending, Management, Refinance, Portfolio Management, Leadership, Commercial Banking, Financial Analysis
Education
Manchester Community College
Liberal Arts
Travelers November 2008 - Present
Travelers January 2006 - November 2008
Travelers September 1998 - January 2006
Travelers September 1997 - September 1998
Foxwoods Resort Casino November 1996 - September 1997
Shawmut Bank 1988 - 1996
Shawmut Bank 1988 - 1996
Skills
Claim, Underwriting, Insurance, Risk Management, Property & Casualty..., Strategic Planning, Commercial Insurance, General Insurance, Vendor Management, Health Insurance, Analysis, Liability, Business Analysis, Workers Compensation, Leadership, Process Improvement, Team Management
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1991
Master's Degree, General Management
Mt Holyoke College 1984 — 1984
Bachelor's Degree, Political Science and Government
Harvard University Employees Credit Union December 2008 - Present
Want Advertiser Publications March 2007 - October 2008
Graystone Solutions March 2006 - March 2007
Eastern Bank July 1991 - December 2006
Farragut Mortgage Company 1989 - 1991
Shawmut Bank 1984 - 1989
Skills
Call Center, Coaching, Team Building, Leadership, Vendor Management, Call Centers, Business Analysis, Time Management, Process Improvement, Customer Service, Management, Performance Management, CRM, Sales, Banking, Team Leadership, Recruiting, Strategic Planning, Project Management, Strategy, Analysis, Change Management, Business Process..., Account Management, Risk Management, Leadership Development, Budgets, Management Consulting, Organizational..., Business Development, Business Strategy, Sales Management, Analytics, Marketing, Business Planning, Financial Services
Education
National School of Banking 2000 — 2007
Northeastern University 1981 — 1986
Bachelor, Management/Marketing
Western New England University
Fidelity Investments March 2001 - November 2013
Fidelity Investments July 1993 - March 2001
Fidelity Investments February 1992 - July 1993
Shawmut Bank October 1987 - January 1992
Skills
Series 7, Series 63, Equities, Trading, Securities, Bloomberg, Mutual Funds, Investments, Trading Systems
Education
Stonehill College 1983 — 1987
BA, Communications/Business
Suffolk University - Sawyer School of Management
Business Administration and Management, General
National Life Group June 2009 - Present
National Life Group October 2007 - Present
Webster Financial Corporation January 2000 - January 2007
Webster Financial Corporation January 2000 - January 2007
Fleet Bank January 1998 - July 2000
Fleet Bank January 1998 - January 2000
Shawmut Bank July 1996 - January 1998
Fleet Bank January 1996 - January 1998
Shawmut Bank January 1990 - January 1996
Shawmut Bank January 1990 - January 1995
Education
University of Conn
2006, Business Mastery
Middlesex Community College
A.S, Accounting
Middlesex Community College
Associates Degree, Accounting
2006 Business Mastery Program - University of Connecticut
UPS Capital Business Credit November 2011 - Present
UPS Capital 2010 - 2011
UPS Capital Business Credit 2006 - July 2010
UPS Capital Business Credit 2002 - 2006
First International Bank 2000 - 2001
First International Bank 1998 - 1999
Shawmut Bank 1991 - 1996
Connecticut National Bank 1985 - 1990
Skills
Internal Audit, Risk Management, Supply Chain Finance, Foreign Exchange..., Foreign Languages, Loans, Supply Chain, Financial Modeling, Business Planning, Management, Process Improvement, Operations Management
Education
Saint Joseph College 1989 — 1993
B.S. Business Administration
Manchester Community College 1983 — 1988
A.S. Accounting
Au Pair in Germany 1982 — 1982
Kungsholmens Gymnasium, Stockholm, Sweden 1977 — 1980
A.S. Accounting, Foreign Languages
Au Pair in France 1977 — 1977
Kungsholms Skola
Kungsholms Skola
Bank Of America January 2003 - December 2008
Fleet Bank /Bank of America 1971 - 2008
Fleet Financial Group 1995 - 2005
Shawmut Bank June 1971 - June 1995
Skills
Internal Controls, Risk Management, Audit, Banking, Internal Audit, Compliance, Strategy, Six Sigma, Operations Management, Auditing, Management, Retail Banking, Cash Management, Commercial Banking, Financial Analysis, Financial Services
Education
Suffolk University - Sawyer Business School 1967 — 1971
BSBA, Management
CGI Management, Inc June 2012 - Present
Capital Corporation September 1998 - Present
KS Partners, LLC June 2008 - September 2011
National Development December 2001 - April 2008
Shawmut Bank 1992 - 1996
Shawmut Bank 1990 - 1992
Skills
Project Planning, Project Development, Project Coordination, Project Finance, Real Estate, Property Management, Construction Management, Facilities Management, Budgeting, Due Diligence, Project Management, Budgets, Tenant, Contract Negotiation, Lease Administration, Yardi, Management, Asset Management, Negotiation
Education
New York University
BA, Communication
The Hartford October 2011 - Present
The Hartford April 2005 - October 2011
The Hartford June 1999 - April 2005
McGladrey & Pullen June 1994 - June 1999
Shawmut Bank June 1991 - June 1994
Skills
Compliance, Internal Audit, SOX, Insurance, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Operational Risk..., Business Process..., Accounting, Financial Risk, Financial Audits, Auditing, Property & Casualty..., IT Audit, Financial Accounting, Internal Controls
Education
Quinnipiac University 1989 — 1991
BS, Accounting
Briarwood 1987 — 1989
Associates, Accounting
BankNewport March 1996 - August 2014
Shawmut Bank August 1987 - March 1996
Skills
Banking, Loans, Consumer Lending, Mortgage Lending, Commercial Banking, Credit, Loan Origination, Refinance, Residential Mortgages, Underwriting, Lines Of Credit, Branch Management, Branch Banking, Retail Banking, Management
Education
Johnson and Wales University 1997 — 2001
Master of Business Administration (MBA), International Business
Roger Williams University 1976 — 1980
Accounting
Samet & Company PC June 1986 - Present
Shawmut Bank 1984 - 1985
Skills
Audits of Employee..., Corporate Tax, Personal Tax Planning, Consulting, Succession Planning, Financial Audits
Education
Isenberg School of Management, UMass Amherst 1981 — 1983
Bachelor of Business Administration, Accounting
YMCA of Central Massachusetts January 2012 - Present
Montachusett Regional YMCA March 2007 - September 2012
RBS Citizens Group March 2003 - March 2007
Fleet Bank August 1989 - March 2003
Shawmut Bank 1988 - 1990
Skills
Strategic Planning, Program Management, Fundraising, Community Outreach, Community Development, Public Speaking, Non-profits, Nonprofits, Program Development, Leadership Development, Board Development, Volunteer Management, Event Planning, Grants, Workshop Facilitation, Grant Writing, Leadership, Organizational..., Public Relations, Event Management, Philanthropy, Staff Development, Youth Development, Non-profit..., Stewardship, Program Evaluation, Community Organizing
Education
Morehouse School of Medicine - CHLP
Community Health Leadership Program
Cambridge University
MA, Divinity
Lesley University
BS, Business Management
TD Bank August 1995 - Present
Shawmut Bank 1993 - 1995
Shawmut Bank 1993 - 1995
New Dartmouth Bank 1991 - 1993
Dartmouth Bank 1988 - 1991
Education
Southern New Hampshire University 1982 — 1986
BA, MIS
Pembroke Academy 1979 — 1982
Kumon Math and Reading Center of Cypress at Louetta September 2011 - 2014
CJN Financial Consulting January 1999 - September 2011
Shawmut Bank September 1983 - December 1998
Education
Pace University - Lubin School of Business 1991 — 1995
MBA, Finance and Economics
Greenwich Academy
Mount Holyoke College
BA, Geology and Vertebrate Paleontology
Johnson July 2008 - January 2011
Northrop Grumman December 2004 - July 2008
Freddie Mac June 1999 - January 2002
Freddie Mac 1997 - 1999
Shawmut Bank 1989 - 1996
Education
Nichols College 1986 — 1988
Bachelors Degree in Business Administration, Finance
Financial Institution 2012 - Present
NewAlliance Bank August 1997 - August 2012
Savings Bank of Manchester 1997 - 2004
Fleet Bank 1996 - 1997
Shawmut Bank 1995 - 1996
Skills
Risk Management, Vendor Management, Financial Services, Operational Risk, Loans, Project Management, MS Project, Enterprise Risk..., Business Analysis
Education
Tufts University 1974 — 1976
Engineering
Aiken, SC September 2012 - Present
High Country Olive Oil July 2011 - August 2012
Bank of America 2007 - 2010
Fleet Bank 2004 - 2007
Fleet Bank 1999 - 2004
Shawmut Bank 1994 - 1999
Skills
Business Analysis, Team Building, Commercial Banking, Financial Analysis, Vendor Management, Accounting, Customer Service, Administrative..., Financial Institutions
Education
Manchester Community College 1992 — 1994
Accounting
EIA Global September 1998 - Present
State Street Bank 1996 - 1998
NationsBank July 1994 - September 1996
First Union National Bank March 1990 - July 1994
Shawmut Bank June 1979 - December 1989
Education
Georgetown University 1977 — 1979
M.S.F.S., Foreign Service
Tufts University 1973 — 1977
B.A.
AlixPartners LLP 2011 - Present
Mercatus LLC 2006 - 2011
Fidelity Investments 2002 - 2005
Fleet Bank 1995 - 2002
Shawmut Bank 1993 - 1994
First Manhattan Consulting Group 1992 - 1994
The MAC Group 1983 - 1992
Skills
Management Consulting, Retail Banking, Venture Capital, Financial Services, Financial Modeling, Business Development, Due Diligence, Business Transformation, Strategy, Entrepreneurship, Management, Business Strategy, Strategic Planning, Private Equity, Portfolio Management, Banking, Mergers & Acquisitions, Strategic Partnerships, Investments, Investment Banking, Executive Management, Financial Analysis, Payments, Finance, Valuation, Change Management, Start-ups, Corporate Development, Analytics, Competitive Analysis, Acquisition Integration, Segmentation, Credit Cards, Risk Management, Business Planning, Corporate Finance, Capital Markets, Marketing Strategy, Cross-functional Team..., Product Management
Education
MIT Sloan School of Management 1982 — 1984
MBA, Finance and Corporate Strategy
Dartmouth College 1976 — 1980
BA, Economics
Glastonbury High School
Glastonbury High School
Glastonbury High School
Friendly Ice Cream Corporation January 1999 - January 2004
FLEET FINANCIAL GROUP January 1995 - January 1999
Shawmut Bank January 1992 - January 1995
Shawmut Bank January 1988 - January 1992
Skills
Budgeting, General Ledger, Accounts Payable, Lawson, Excel, Accounting, Forecasting, Word, Customer Service, Planning, Analysis, Financial Reporting, Financial Analysis, Reconciliation, Internal Controls, Accruals, Financial Accounting, Account Reconciliation, Variance Analysis, Fixed Assets, Finance, Invoicing
Education
New York University
Western New England University
BS/BA, Accounting
Berkshire Bank July 2004 - Present
Banknorth March 1996 - June 2004
Shawmut Bank March 1987 - June 1995
Skills
Customer Service, Real Estate, Sales, Sales Management, Team Leadership, Banking, New Business Development, Mortgage Lending, Business Development, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Credit, Credit Analysis, Loan Origination, Lines Of Credit
Education
New England College of Finance 2005 — 2006
Business/Office Automation/Technology/Data Entry
American Institute of Banking 1987 — 1996
certificates, Banking and Financial Support Services
Holyoke Community College 1972 — 1973
Banking and Financial Support Services
Gronberg Education Model June 2011 - Present
Oxford Learning Center 2007 - Present
Shawmut Bank 1985 - 1986
Leasing Services, Incorporated January 1982 - November 1985
Skills
Organization, Teaching, Team-oriented, Team Leadership, Team Building, Office Administration, Proofreading, Sports, Tutoring, Writing, Youth Mentoring, Mathematics Education
Education
University of St. Thomas (TX) 2011 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration, General, 4.0
Northeastern University
B.S.B.A - finance, Business/Managerial Economics, 3.6
RBS Citizens Group November 1999 - Present
National Bank of Greece, Boston August 1984 - November 1999
Shawmut Bank June 1978 - September 1980
Skills
Banking, Risk Management, Customer Service, Team Building, Operations Management, Project Management, Strategic Planning, Project Planning, Leadership, Budgets, Business Analysis, Customer Satisfaction, Process Improvement, Branch Banking, Commercial Banking, Accounting, Vendor Management, Management, Financial Analysis, Contract Negotiation
Education
Suffolk University
MBA, Business Administration
LFS Auto Sales June 1995 - Present
Shawmut Bank 1982 - 1995
Skills
Strategic Planning, Product Development, Sales Management, New Business Development, Team Building, Manufacturing, Negotiation, Marketing Strategy, Lean Manufacturing, Business Strategy, Marketing, Sales, Project Management, Vehicles, Budgets, Customer Service, Process Improvement, Business Planning, Continuous Improvement, Operations Management
Education
Quinnipiac University - School of Business 1979 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Automatic Laundry Service August 2010 - Present
THE LANTANA 2001 - Present
MURPHY & FAHY CONSTRUCTION CO 2001 - 2010
CHADWICKS OF BOSTON 1993 - 2001
SHAWMUT BANK August 1972 - April 1991
Skills
Customer Service, Customer Satisfaction, Microsoft Word, Microsoft Office, Microsoft Excel, Hospitality, Inventory Management, PowerPoint, Outlook, Food & Beverage, Restaurants, Team Building
Education
Suffolk University 1975 — 1977
Accounting and Computer Science
FONTBONNE ACADEMY 1972 — 1975
High School/Secondary Diplomas and Certificates
Capital One July 2010 - Present
Chevy Chase Bank May 1991 - June 2010
Shawmut Bank 1985 - 1990
Education
Lasell College
Darden Restaurants March 2005 - Present
Shawmut bank November 1983 - May 1991
Skills
Customer Service, Restaurants, Microsoft Office, Hospitality, Food, Microsoft Word, Microsoft Excel, Food & Beverage
Education
Northern Essex Community College 1999 — 2001
Associates in Business, Business Administration and Management, General
Haverhill High
Charlotte Mecklenburg Schools August 2006 - Present
Anson County Schools September 2001 - August 2006
Altria April 1993 - September 2001
Shawmut Bank July 1989 - June 1993
JC Penney Inc. June 1988 - July 1989
Skills
Classroom, Educational Technology, Curriculum Design, Curriculum Development, Instructional Technology, Lesson Planning, Educational Leadership, Instructional Design, Teacher Training, Teaching, Tutoring, Staff Development, Classroom Management, Differentiated..., Adult Education
Education
Walden University 2009 — 2011
Ed Specialist, Educational Specialist
Livingstone College 1984 — 1988
Bachelor of Science (BS), Accounting
Herb Chambers Auto Group December 2014 - Present
Rockport National Bank December 2012 - 2014
Beverly National Bank September 2006 - November 2010
Beverly National Bank July 2005 - August 2006
Beverly National Bank September 1991 - June 2005
Shawmut Bank June 1970 - July 1991
Skills
Banking
Education
Salem State University
Centrix Bank 1999 - Present
Bank of New Hampshire 1996 - 1999
Shawmut Bank 1992 - 1995
Education
Plymouth State University
Bachelor's Degree, Accounting