Shawmut National Corporation
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Shawmut National Corporation Employees
Employee
Years
Job
Industry
Vincent Loporchio Vincent Loporchio's Shawmut National Corporation Experience February 1994 - November 1995
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentMellon Financial1995 - 1999
Shawmut National Corporation February 1994 - November 1995
Skills
Financial Services, Corporate Communications, Strategic Communications, Internal Communications, Crisis Communications, Media Relations, Message Development, Public Relations
Education
Northeastern University
B.S., Communications
University of Massachusetts Boston
M.S., Public Affairs
Fidelity Investments Vice PresidentMellon Financial1995 - 1999
Shawmut National Corporation February 1994 - November 1995
Skills
Financial Services, Corporate Communications, Strategic Communications, Internal Communications, Crisis Communications, Media Relations, Message Development, Public Relations
Education
Northeastern University
B.S., Communications
University of Massachusetts Boston
M.S., Public Affairs
Garen Sahagian Garen Sahagian's Shawmut National Corporation Experience January 1992 - May 1994
Job Contract Environmental Consultant at Independent Environmental Risk Management
Industry Environmental Services
Experience
Independent Environmental Risk Management September 2012 - Present
GZA GeoEnvironmental August 2004 - August 2012
Fleet Bank July 1996 - January 2003
Self-Employed May 1994 - July 1996
Shawmut National Corporation January 1992 - May 1994
GZA GeoEnvironmental September 1987 - December 1992
Skills
Environmental Science, Environmental Consulting, Environmental Risk..., Environmental..., Project Management, Proposal Writing, Technical Training, Public Speaking, Geology, Geochemistry, Real Estate Due..., Portfolio Risk, Environmental Data..., Soil Management, Environmental Policy, Civil Engineering, Environmental Impact..., Hazardous Waste...
Education
Boston College 1982 — 1987
Master of Science (MS), Geological and Earth Sciences/Geosciences
Boston College 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Independent Environmental Risk Management September 2012 - Present
GZA GeoEnvironmental August 2004 - August 2012
Fleet Bank July 1996 - January 2003
Self-Employed May 1994 - July 1996
Shawmut National Corporation January 1992 - May 1994
GZA GeoEnvironmental September 1987 - December 1992
Skills
Environmental Science, Environmental Consulting, Environmental Risk..., Environmental..., Project Management, Proposal Writing, Technical Training, Public Speaking, Geology, Geochemistry, Real Estate Due..., Portfolio Risk, Environmental Data..., Soil Management, Environmental Policy, Civil Engineering, Environmental Impact..., Hazardous Waste...
Education
Boston College 1982 — 1987
Master of Science (MS), Geological and Earth Sciences/Geosciences
Boston College 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Hal Tovin Hal Tovin's Shawmut National Corporation Experience 1990 - 1995
Job EVP, Chief Operating Officer at Belmont Savings Bank
Industry Financial Services
Experience
Belmont Savings Bank July 2010 - Present
Merali Group August 2009 - July 2010
Citizens Financial Group, Inc 1995 - 2009
Shawmut National Corporation 1990 - 1995
Tambrands, Inc. 1989 - 1990
Marketing Corporation of America 1985 - 1989
General Mills 1981 - 1985
IBM 1977 - 1979
Skills
Management, Sales Management, Loans, Change Management, Risk Management, Retail Banking, Banking, Customer Service, Consumer Lending, Strategy, Credit Analysis, Credit, Vendor Management, Portfolio Management, Financial Services, Business Analysis, Financial Analysis, Coaching, Account Management, Small Business Lending, Mortgage Lending, Mergers & Acquisitions, Commercial Lending, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Marketing, Strategic Planning
Brown University 1973 — 1977
BA, Political Science
Belmont Savings Bank July 2010 - Present
Merali Group August 2009 - July 2010
Citizens Financial Group, Inc 1995 - 2009
Shawmut National Corporation 1990 - 1995
Tambrands, Inc. 1989 - 1990
Marketing Corporation of America 1985 - 1989
General Mills 1981 - 1985
IBM 1977 - 1979
Skills
Management, Sales Management, Loans, Change Management, Risk Management, Retail Banking, Banking, Customer Service, Consumer Lending, Strategy, Credit Analysis, Credit, Vendor Management, Portfolio Management, Financial Services, Business Analysis, Financial Analysis, Coaching, Account Management, Small Business Lending, Mortgage Lending, Mergers & Acquisitions, Commercial Lending, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Marketing, Strategic Planning
Brown University 1973 — 1977
BA, Political Science
Eric J. Andrews Eric J. Andrews's Shawmut National Corporation Experience 1992 - 1995
Job Total Rewards Professional
Industry Financial Services
Experience
MassMutual Financial Group August 2007 - Present
ISO New England January 2006 - August 2007
CIGNA Healthcare October 2000 - June 2005
Travelers February 2000 - September 2000
Aetna April 1995 - February 2000
Shawmut National Corporation 1992 - 1995
Skills
Incentive Compensation..., Incentive Programs, Human Resources, Executive Pay, Salary, HRIS, Benefits Administration, Performance Management, FLSA, Employee Benefits
Education
Rensselaer Polytechnic Institute at Hartford
MS, Management
The University of Connecticut
BA, History
MassMutual Financial Group August 2007 - Present
ISO New England January 2006 - August 2007
CIGNA Healthcare October 2000 - June 2005
Travelers February 2000 - September 2000
Aetna April 1995 - February 2000
Shawmut National Corporation 1992 - 1995
Skills
Incentive Compensation..., Incentive Programs, Human Resources, Executive Pay, Salary, HRIS, Benefits Administration, Performance Management, FLSA, Employee Benefits
Education
Rensselaer Polytechnic Institute at Hartford
MS, Management
The University of Connecticut
BA, History
Stacey Mullins Stacey Mullins's Shawmut National Corporation Experience 1990 - 1993
Job Realtor at Century 21 Commonwealth
Industry Higher Education
Experience
Century 21 Commonwealth Director of Training, Claims Career AcademyLiberty Mutual InsuranceMarch 2013 - April 2014
Harvard University July 2004 - September 2012
Brown Brothers Harriman 2000 - 2003
BankBoston 1993 - 1999
Shawmut National Corporation 1990 - 1993
Bank of New England 1989 - 1990
Bank of New England 1986 - 1989
Skills
Vendor Management, Team Leadership, Program Development, Business Process..., Training Evaluation, Instructional Design, Program Management..., Performance Consulting, Change Management, Strategic Planning, Client-focused, Customer Service, Adult Learning Theory, Project Management, Performance Management, Needs Analysis, Business Process, Event Planning, Coaching, Staff Development, Project Planning, Program Evaluation, Research, Teaching, Human Resources, Public Speaking, Fundraising
Education
Southern New Hampshire University
Bachelor of Science (BS), Marketing
Century 21 Commonwealth Director of Training, Claims Career AcademyLiberty Mutual InsuranceMarch 2013 - April 2014
Harvard University July 2004 - September 2012
Brown Brothers Harriman 2000 - 2003
BankBoston 1993 - 1999
Shawmut National Corporation 1990 - 1993
Bank of New England 1989 - 1990
Bank of New England 1986 - 1989
Skills
Vendor Management, Team Leadership, Program Development, Business Process..., Training Evaluation, Instructional Design, Program Management..., Performance Consulting, Change Management, Strategic Planning, Client-focused, Customer Service, Adult Learning Theory, Project Management, Performance Management, Needs Analysis, Business Process, Event Planning, Coaching, Staff Development, Project Planning, Program Evaluation, Research, Teaching, Human Resources, Public Speaking, Fundraising
Education
Southern New Hampshire University
Bachelor of Science (BS), Marketing
Peter Culhane Peter Culhane's Shawmut National Corporation Experience 1987 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Sterling Education August 2014 - October 2014
Bank of America April 2004 - June 2013
FleetBoston Financial Corporation April 1997 - April 2004
Fleet Financial Group June 1993 - April 1997
Shawmut National Corporation 1987 - 1993
Shawmut Bank N.A. 1985 - 1987
Westvaco-U.S. Envelope Division 1984 - 1985
Westvaco-U.S. Envelope Division 1981 - 1983
Skills
Financial Analysis, Finance, Risk Management, Investments, Management, Strategy
Education
University of Notre Dame 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.3 GPA
Baylor University 1977 — 1981
Bachelor's Degree, Marketing/Marketing Management, General, 3.0 GPA
Sterling Education August 2014 - October 2014
Bank of America April 2004 - June 2013
FleetBoston Financial Corporation April 1997 - April 2004
Fleet Financial Group June 1993 - April 1997
Shawmut National Corporation 1987 - 1993
Shawmut Bank N.A. 1985 - 1987
Westvaco-U.S. Envelope Division 1984 - 1985
Westvaco-U.S. Envelope Division 1981 - 1983
Skills
Financial Analysis, Finance, Risk Management, Investments, Management, Strategy
Education
University of Notre Dame 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.3 GPA
Baylor University 1977 — 1981
Bachelor's Degree, Marketing/Marketing Management, General, 3.0 GPA
Richard D'Amato,CFP® Richard D'Amato,CFP®'s Shawmut National Corporation Experience June 1989 - December 1993
Job CERTIFIED FINANCIAL PLANNER™, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial September 1994 - Present
Shawmut National Corporation June 1989 - December 1993
Education
College for Financial Planning 1996 — 1998
CFP Professional Education Program, Financial Planning
Providence College 1971 — 1975
B.S., B.S. Accounting
Ameriprise Financial September 1994 - Present
Shawmut National Corporation June 1989 - December 1993
Education
College for Financial Planning 1996 — 1998
CFP Professional Education Program, Financial Planning
Providence College 1971 — 1975
B.S., B.S. Accounting
Timothy McCabe Timothy McCabe's Shawmut National Corporation Experience January 1992 - January 1995
Job IT Audit & Compliance Manager at XL Catlin
Industry Information Technology and Services
Experience
XL Catlin September 2010 - Present
Aetna Life & Casualty January 1999 - 2010
Aetna Life & Casualty January 1995 - January 1999
SHAWMUT NATIONAL CORPORATION January 1992 - January 1995
SOCIETY FOR SAVINGS January 1988 - January 1992
Coopers & Lybrand January 1985 - January 1988
Dun & Bradstreet 1985 - 1986
Skills
ITIL, Availability, Configuration Management, Audit, SOX, Risk Assessment, IT Governance, Internal Audit, IT Service Management, Process Improvement, Program Management, Change Management, Compliance, Security, Data Center, Governance, Information Technology, Auditing, Management, Project Management, Business Continuity, Business Process...
Education
University of Connecticut
B.S, Business Administration; Management Information Systems
XL Catlin September 2010 - Present
Aetna Life & Casualty January 1999 - 2010
Aetna Life & Casualty January 1995 - January 1999
SHAWMUT NATIONAL CORPORATION January 1992 - January 1995
SOCIETY FOR SAVINGS January 1988 - January 1992
Coopers & Lybrand January 1985 - January 1988
Dun & Bradstreet 1985 - 1986
Skills
ITIL, Availability, Configuration Management, Audit, SOX, Risk Assessment, IT Governance, Internal Audit, IT Service Management, Process Improvement, Program Management, Change Management, Compliance, Security, Data Center, Governance, Information Technology, Auditing, Management, Project Management, Business Continuity, Business Process...
Education
University of Connecticut
B.S, Business Administration; Management Information Systems
Anthony V. Turner Anthony V. Turner's Shawmut National Corporation Experience 1992 - 1994
Job Business Manager at Cianbro
Industry Construction
Experience
Cianbro Corporation & Cianbro Constructors, LLC January 2015 - Present
Cianbro Equipment, LLC February 2008 - January 2015
General Electric 2004 - 2007
Fairchild Semiconductor 1997 - 2004
G.H. Bass & Co. 1994 - 1997
Shawmut National Corporation 1992 - 1994
United Technologies 1990 - 1992
Air National Guard 1985 - 1991
Skills
Corporate Finance, Manufacturing Finance, Financial Analysis, Budgeting, Cost Containment, Finance, Forecasting, Budgets, Accounting, Manufacturing, Cost Accounting, Supply Chain Management, Strategic Financial..., Project Planning, Project Management, Managerial Finance, Accounts Receivable, Process Improvement, Financial Planning
Education
Rensselaer Polytechnic Institute 1990 — 1992
MS, International Management
University of Maine 1985 — 1990
BS, Business Administration - Finance
Community College of the Air Force
AAS, Maintenance Production Management
Cianbro Corporation & Cianbro Constructors, LLC January 2015 - Present
Cianbro Equipment, LLC February 2008 - January 2015
General Electric 2004 - 2007
Fairchild Semiconductor 1997 - 2004
G.H. Bass & Co. 1994 - 1997
Shawmut National Corporation 1992 - 1994
United Technologies 1990 - 1992
Air National Guard 1985 - 1991
Skills
Corporate Finance, Manufacturing Finance, Financial Analysis, Budgeting, Cost Containment, Finance, Forecasting, Budgets, Accounting, Manufacturing, Cost Accounting, Supply Chain Management, Strategic Financial..., Project Planning, Project Management, Managerial Finance, Accounts Receivable, Process Improvement, Financial Planning
Education
Rensselaer Polytechnic Institute 1990 — 1992
MS, International Management
University of Maine 1985 — 1990
BS, Business Administration - Finance
Community College of the Air Force
AAS, Maintenance Production Management
Mary Ann Powell Mary Ann Powell's Shawmut National Corporation Experience October 1991 - August 1994
Job Senior Vice President Business Capital Market Manager Treasury Management Services at People's United Bank
Industry Banking
Experience
People's United Bank January 2012 - Present
TD Bank May 2010 - January 2012
TD Bank July 2007 - May 2010
TD Banknorth April 2004 - July 2007
Metavante Corporation November 1998 - June 2003
BankBoston July 1996 - November 1998
BankBoston August 1994 - July 1996
Shawmut National Corporation October 1991 - August 1994
Shawmut National Corporation May 1989 - October 1991
Shawmut National Corporation April 1987 - May 1989
Skills
Business Development, Commercial Banking, ACH, Treasury Management, Banking, Cash Management, Management, Portfolio Management, Commercial Lending, Leadership, Internet Banking, Accounting
Education
Trinity College-Hartford 1980 — 1984
BS, Computer Science, History
People's United Bank January 2012 - Present
TD Bank May 2010 - January 2012
TD Bank July 2007 - May 2010
TD Banknorth April 2004 - July 2007
Metavante Corporation November 1998 - June 2003
BankBoston July 1996 - November 1998
BankBoston August 1994 - July 1996
Shawmut National Corporation October 1991 - August 1994
Shawmut National Corporation May 1989 - October 1991
Shawmut National Corporation April 1987 - May 1989
Skills
Business Development, Commercial Banking, ACH, Treasury Management, Banking, Cash Management, Management, Portfolio Management, Commercial Lending, Leadership, Internet Banking, Accounting
Education
Trinity College-Hartford 1980 — 1984
BS, Computer Science, History
Leonard Smith, CSP Leonard Smith, CSP's Shawmut National Corporation Experience June 1990 - September 1992
Job Information Systems Professional
Industry Information Technology and Services
Experience
State of Connecticut November 2004 - Present
Precisemind Consulting Group January 2001 - November 2004
System Dynamix Corporation July 1994 - December 2001
Impact Systems September 1992 - July 1994
Shawmut National Corporation June 1990 - September 1992
Pyramid Development March 1989 - June 1990
The Hartford June 1986 - March 1989
CIGNA Healthcare September 1982 - June 1986
United States Marine Corps August 1976 - August 1982
Skills
Project Management, Program Management, Business Process..., Infrastructure, Leadership, Technology Evaluation, Architectural Design, Business Analysis, Change Management, IT Strategy, Vendor Management, SDLC, Project Portfolio..., Government, Strategic Planning, IT Management, Enterprise Software, Integration, Management, Project Planning, Strategy, Business Process, Governance, Process Improvement, Software Project..., Budgets, Analysis, Enterprise Architecture
Education
University of Connecticut 1983 — 1985
General Business
University of North Carolina at Chapel Hill 1980 — 1981
General Business
State of Connecticut November 2004 - Present
Precisemind Consulting Group January 2001 - November 2004
System Dynamix Corporation July 1994 - December 2001
Impact Systems September 1992 - July 1994
Shawmut National Corporation June 1990 - September 1992
Pyramid Development March 1989 - June 1990
The Hartford June 1986 - March 1989
CIGNA Healthcare September 1982 - June 1986
United States Marine Corps August 1976 - August 1982
Skills
Project Management, Program Management, Business Process..., Infrastructure, Leadership, Technology Evaluation, Architectural Design, Business Analysis, Change Management, IT Strategy, Vendor Management, SDLC, Project Portfolio..., Government, Strategic Planning, IT Management, Enterprise Software, Integration, Management, Project Planning, Strategy, Business Process, Governance, Process Improvement, Software Project..., Budgets, Analysis, Enterprise Architecture
Education
University of Connecticut 1983 — 1985
General Business
University of North Carolina at Chapel Hill 1980 — 1981
General Business
John J. Leary's Shawmut National Corporation Experience 1990 - 1994
Job Owner, Leary Counseling and Valuation, Inc.
Industry Commercial Real Estate
Experience
Leary Counseling and Valuation, Inc. January 1995 - Present
Shawmut National Corporation 1990 - 1994
Education
Boston College 1967 — 1970
Leary Counseling and Valuation, Inc. January 1995 - Present
Shawmut National Corporation 1990 - 1994
Education
Boston College 1967 — 1970
John Lucker's Shawmut National Corporation Experience March 1993 - July 1995
Job Global Advanced Analytics Leader, Strategist & Evangelist Deloitte
Industry Management Consulting
Experience
Deloitte July 2000 - Present
CIGNA - CIGNA Reinsurance January 1999 - July 2000
CIGNA - CIGNA Reinsurance July 1996 - January 1999
Aetna Life & Casualty August 1995 - June 1996
Shawmut National Corporation March 1993 - July 1995
Trinity College - Hartford March 1988 - February 1993
Northern Trust May 1986 - February 1988
University of Rochester 1982 - 1985
Skills
Analytics, Segmentation, Data Mining, Management Consulting, Pricing, Predictive Modeling, Leadership, Insurance, Underwriting, Business Process..., Strategy, R&D, Statistical Modeling, Data Visualization, Rules Engines, Business Analytics, Business Strategy, Business Transformation, Business Analysis, Change Management, Business Process..., Predictive Analytics, Consulting, Data Analysis, Strategic Consulting, Enterprise Risk..., Operational Risk..., Analysis, Mergers & Acquisitions, Financial Modeling, Information Technology, Risk Management, Data Warehousing, Financial Services, Executive Management, Management, Project Management, Professional Services, Acquisition Integration, IT Strategy, Organizational Design, Portfolio Management, Due Diligence, Governance, CRM, Project Portfolio..., Banking, Business Process, Performance Improvement, Program Management
Education
University of Rochester - Simon Business School 1983 — 1985
MBA, Marketing, Computers & Information Systems
University of Rochester 1978 — 1982
BA - Cum Laude, Biology
Dwight Englewood 1978 — 1978
Diploma
Deloitte July 2000 - Present
CIGNA - CIGNA Reinsurance January 1999 - July 2000
CIGNA - CIGNA Reinsurance July 1996 - January 1999
Aetna Life & Casualty August 1995 - June 1996
Shawmut National Corporation March 1993 - July 1995
Trinity College - Hartford March 1988 - February 1993
Northern Trust May 1986 - February 1988
University of Rochester 1982 - 1985
Skills
Analytics, Segmentation, Data Mining, Management Consulting, Pricing, Predictive Modeling, Leadership, Insurance, Underwriting, Business Process..., Strategy, R&D, Statistical Modeling, Data Visualization, Rules Engines, Business Analytics, Business Strategy, Business Transformation, Business Analysis, Change Management, Business Process..., Predictive Analytics, Consulting, Data Analysis, Strategic Consulting, Enterprise Risk..., Operational Risk..., Analysis, Mergers & Acquisitions, Financial Modeling, Information Technology, Risk Management, Data Warehousing, Financial Services, Executive Management, Management, Project Management, Professional Services, Acquisition Integration, IT Strategy, Organizational Design, Portfolio Management, Due Diligence, Governance, CRM, Project Portfolio..., Banking, Business Process, Performance Improvement, Program Management
Education
University of Rochester - Simon Business School 1983 — 1985
MBA, Marketing, Computers & Information Systems
University of Rochester 1978 — 1982
BA - Cum Laude, Biology
Dwight Englewood 1978 — 1978
Diploma
Daniel Arczynski Daniel Arczynski's Shawmut National Corporation Experience October 1992 - November 1995
Job President and CEO at Index AR Solutions
Industry Information Technology and Services
Experience
Index AR Solutions January 2015 - Present
Huntington Ingalls Industries, Inc. August 2012 - December 2014
Huntington Ingalls Industries, Inc. March 2011 - August 2012
Northrop Grumman Corporation January 2008 - March 2011
Northrop Grumman Corporation December 2001 - January 2008
Newport News Shipbuilding, A Division of Huntington Ingalls Industries December 1995 - December 2001
Shawmut National Corporation October 1992 - November 1995
Marakon August 1990 - September 1992
US Army June 1978 - August 1990
Skills
Mergers & Acquisitions, Strategy, Business Development, DoD, Operations Management, Strategic Planning, Cross-functional Team..., Defense, Leadership, Management, Security Clearance, Project Planning, Government, Military, Business Strategy, Aerospace
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Corporate Finance and Strategy
United States Military Academy at West Point 1974 — 1978
Bachelor of Science (B.S.), Economics and Electrical Engineering
Index AR Solutions January 2015 - Present
Huntington Ingalls Industries, Inc. August 2012 - December 2014
Huntington Ingalls Industries, Inc. March 2011 - August 2012
Northrop Grumman Corporation January 2008 - March 2011
Northrop Grumman Corporation December 2001 - January 2008
Newport News Shipbuilding, A Division of Huntington Ingalls Industries December 1995 - December 2001
Shawmut National Corporation October 1992 - November 1995
Marakon August 1990 - September 1992
US Army June 1978 - August 1990
Skills
Mergers & Acquisitions, Strategy, Business Development, DoD, Operations Management, Strategic Planning, Cross-functional Team..., Defense, Leadership, Management, Security Clearance, Project Planning, Government, Military, Business Strategy, Aerospace
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Corporate Finance and Strategy
United States Military Academy at West Point 1974 — 1978
Bachelor of Science (B.S.), Economics and Electrical Engineering
Pamela H. Simpson's Shawmut National Corporation Experience May 1989 - January 1994
Job Founder, 9yahds Inc
Industry Computer Software
Experience
9yahds January 2013 - Present
Endowment for Excellence In Education September 1999 - Present
CoreValue Software June 2012 - May 2013
United Bank January 2010 - June 2012
QB Inc. January 2006 - January 2010
Alumnae Association of Mount Holyoke College January 1997 - January 1999
Crowley & Associates January 1994 - January 1997
Shawmut National Corporation May 1989 - January 1994
Skills
Loans, Change Management, Management Consulting, Training, Direct Sales, Finance, Process Improvement, Management, Customer Service, Commercial Banking, Cash Management, SaaS, Mergers & Acquisitions, Business Strategy, Credit, Commercial Lending, Entrepreneurship, Portfolio Management, Marketing, Due Diligence, Credit Analysis, Financial Analysis, Banking, Business Valuation, Public Speaking, Small Business, Coaching
Education
Isenberg School of Management, UMass Amherst 1995 — 1998
MBA
Babson College 1985 — 1989
BS, Marketing & Communications
9yahds January 2013 - Present
Endowment for Excellence In Education September 1999 - Present
CoreValue Software June 2012 - May 2013
United Bank January 2010 - June 2012
QB Inc. January 2006 - January 2010
Alumnae Association of Mount Holyoke College January 1997 - January 1999
Crowley & Associates January 1994 - January 1997
Shawmut National Corporation May 1989 - January 1994
Skills
Loans, Change Management, Management Consulting, Training, Direct Sales, Finance, Process Improvement, Management, Customer Service, Commercial Banking, Cash Management, SaaS, Mergers & Acquisitions, Business Strategy, Credit, Commercial Lending, Entrepreneurship, Portfolio Management, Marketing, Due Diligence, Credit Analysis, Financial Analysis, Banking, Business Valuation, Public Speaking, Small Business, Coaching
Education
Isenberg School of Management, UMass Amherst 1995 — 1998
MBA
Babson College 1985 — 1989
BS, Marketing & Communications
Kevin Stanton Kevin Stanton's Shawmut National Corporation Experience June 1991 - July 1995
Job President, MasterCard Advisors at MasterCard
Industry Financial Services
Experience
MasterCard January 2010 - Present
MasterCard Canada May 2004 - January 2010
MasterCard Canada December 2002 - May 2004
MasterCard Worldwide July 1995 - December 2002
Shawmut National Corporation June 1991 - July 1995
Skills
Strong Business Acumen, Strong Team Builder, Strong General Manager..., Drives Business..., Drives Results through..., Delivers strong P&L..., Intelligent risk taker, Maintaining Strong..., Strong relationship..., Strategy, Business Process..., Management, Team Building, Payment Systems, Credit Cards, Payments, Leadership, Business, CRM, Mergers & Acquisitions, Financial Services, Debit Cards, Mobile Payments, Consulting, Executive Management, Direct Marketing, Product Management, Strategic Partnerships, Payment Card Processing
Education
Tulane University 1983 — 1986
JD, School of Law
University of Massachusetts, Amherst 1979 — 1983
BA, Anthropology
MasterCard January 2010 - Present
MasterCard Canada May 2004 - January 2010
MasterCard Canada December 2002 - May 2004
MasterCard Worldwide July 1995 - December 2002
Shawmut National Corporation June 1991 - July 1995
Skills
Strong Business Acumen, Strong Team Builder, Strong General Manager..., Drives Business..., Drives Results through..., Delivers strong P&L..., Intelligent risk taker, Maintaining Strong..., Strong relationship..., Strategy, Business Process..., Management, Team Building, Payment Systems, Credit Cards, Payments, Leadership, Business, CRM, Mergers & Acquisitions, Financial Services, Debit Cards, Mobile Payments, Consulting, Executive Management, Direct Marketing, Product Management, Strategic Partnerships, Payment Card Processing
Education
Tulane University 1983 — 1986
JD, School of Law
University of Massachusetts, Amherst 1979 — 1983
BA, Anthropology
David Laubi David Laubi's Shawmut National Corporation Experience 1986 - 1992
Job Assurance Director, Lender Advisory Services
Industry Banking
Experience
BDO USA, LLP, formerly Stone Carlie & Co., LLC April 2014 - Present
Collateral Consultants LLC February 1998 - March 2014
BDO Seidman 1997 - 1998
US Trust 1996 - 1997
Shawmut National Corporation 1986 - 1992
Education
University of Massachusetts Dartmouth 1983 — 1985
Bachelor of Arts (B.A.), Accounting
BDO USA, LLP, formerly Stone Carlie & Co., LLC April 2014 - Present
Collateral Consultants LLC February 1998 - March 2014
BDO Seidman 1997 - 1998
US Trust 1996 - 1997
Shawmut National Corporation 1986 - 1992
Education
University of Massachusetts Dartmouth 1983 — 1985
Bachelor of Arts (B.A.), Accounting
Lesli Matloff's Shawmut National Corporation Experience June 1988 - May 1991
Job Budget Coordinator at Tufts University
Industry Higher Education
Experience
Tufts University February 1993 - Present
Fleet Bank June 1991 - February 1993
Shawmut National Corporation June 1988 - May 1991
Seidman and Seidman June 1987 - May 1988
Skills
Data Analysis, Higher Education, Microsoft Excel, Financial Analysis, Nonprofits, Microsoft Office, PowerPoint, Analysis, PeopleSoft, Data Warehousing, Financial Projection, Budget Process, Operating Budgets, Accounting, Financial Audits, Grant Administration
Education
University of Massachusetts, Amherst
Bachelor's Degree, Accounting and Business/Management
Tufts University February 1993 - Present
Fleet Bank June 1991 - February 1993
Shawmut National Corporation June 1988 - May 1991
Seidman and Seidman June 1987 - May 1988
Skills
Data Analysis, Higher Education, Microsoft Excel, Financial Analysis, Nonprofits, Microsoft Office, PowerPoint, Analysis, PeopleSoft, Data Warehousing, Financial Projection, Budget Process, Operating Budgets, Accounting, Financial Audits, Grant Administration
Education
University of Massachusetts, Amherst
Bachelor's Degree, Accounting and Business/Management
Andy Zurstadt Andy Zurstadt's Shawmut National Corporation Experience January 1993 - December 1994
Job Project Manager at JM Family Enterprises
Industry Leisure, Travel & Tourism
Experience
JM Family Enterprises October 2011 - Present
Royal Caribbean International August 2007 - October 2011
Insight Global August 2007 - April 2008
Metropolitan Life Insurance Company June 2005 - June 2007
Citigroup September 1998 - July 2005
CIGNA Healthcare January 1995 - August 1998
Shawmut National Corporation January 1993 - December 1994
Travelers Insurance 1986 - 1993
Skills
PMP, SDLC, PMO, Vendor Management, Project Portfolio..., Software Project..., Program Management, Project Management, Process Improvement, Integration, Business Intelligence, Resource Management, Visio, Agile Methodologies, Project Planning, CRM, Disaster Recovery, Leadership, Management, Enterprise Software, Software Development, Testing, IT Strategy, IT Management
Education
Central Connecticut State University 1982 — 1986
BS, Management Information Systems, General
Loomis Chaffee 1976 — 1977
High School Diploma
JM Family Enterprises October 2011 - Present
Royal Caribbean International August 2007 - October 2011
Insight Global August 2007 - April 2008
Metropolitan Life Insurance Company June 2005 - June 2007
Citigroup September 1998 - July 2005
CIGNA Healthcare January 1995 - August 1998
Shawmut National Corporation January 1993 - December 1994
Travelers Insurance 1986 - 1993
Skills
PMP, SDLC, PMO, Vendor Management, Project Portfolio..., Software Project..., Program Management, Project Management, Process Improvement, Integration, Business Intelligence, Resource Management, Visio, Agile Methodologies, Project Planning, CRM, Disaster Recovery, Leadership, Management, Enterprise Software, Software Development, Testing, IT Strategy, IT Management
Education
Central Connecticut State University 1982 — 1986
BS, Management Information Systems, General
Loomis Chaffee 1976 — 1977
High School Diploma
Carolyn Fortey's Shawmut National Corporation Experience August 1986 - June 1996
Job Marketing Director at First Night Worcester
Industry Marketing and Advertising
Experience
First Night Worcester January 2011 - Present
Fortey Consulting September 2008 - November 2010
Brazos Higher Education Service Corporation, Inc July 2006 - September 2008
Bank of America April 2004 - May 2006
FleetBoston Financial September 2000 - April 2004
Southwest Student Services Corporation December 1997 - September 2000
The Education Resources Center (TERI) July 1996 - December 1997
Shawmut National Corporation August 1986 - June 1996
Skills
Integrated Marketing..., Communication Written, Written Presentations, Proposal Writing, Building Relationships, Project Management, Direct Marketing, Social Media, Financial Service..., Higher Education..., Copywriting, Collateral Management, Advertising, Non profit, New Business Development, Meeting Deadlines, Email Marketing, Publications, Client Communications, Proactivity, Setting Priorities, Teamwork, Editing, Business Development, Integrated Marketing, Nonprofits
Education
Babson College, F.W. Olin Graduate School of Business
Master of Business Administration, Marketing
Boston College
Bachelor of Arts, English
First Night Worcester January 2011 - Present
Fortey Consulting September 2008 - November 2010
Brazos Higher Education Service Corporation, Inc July 2006 - September 2008
Bank of America April 2004 - May 2006
FleetBoston Financial September 2000 - April 2004
Southwest Student Services Corporation December 1997 - September 2000
The Education Resources Center (TERI) July 1996 - December 1997
Shawmut National Corporation August 1986 - June 1996
Skills
Integrated Marketing..., Communication Written, Written Presentations, Proposal Writing, Building Relationships, Project Management, Direct Marketing, Social Media, Financial Service..., Higher Education..., Copywriting, Collateral Management, Advertising, Non profit, New Business Development, Meeting Deadlines, Email Marketing, Publications, Client Communications, Proactivity, Setting Priorities, Teamwork, Editing, Business Development, Integrated Marketing, Nonprofits
Education
Babson College, F.W. Olin Graduate School of Business
Master of Business Administration, Marketing
Boston College
Bachelor of Arts, English
Katherine Whitney Katherine Whitney's Shawmut National Corporation Experience January 1994 - December 1994
Job Licensed Real Estate Sales Associate at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty February 2010 - Present
NATION'S REAL ESTATE SERVICES, INC October 2010 - November 2010
WellCare May 2001 - August 2002
SUNTRUST BANK December 1996 - March 1999
FIRST USA BANK, INC February 1996 - April 1996
FIRST USA BANK, INC January 1995 - February 1996
SHAWMUT NATIONAL CORPORATION January 1994 - December 1994
SHAWMUT NATIONAL CORPORATION July 1991 - January 1994
Travelers Insurance April 1988 - March 1989
Travelers Insurance June 1986 - April 1988
Skills
Analysis, Financial Analysis, Real Estate, Budgets, Marketing, Sales, Forecasting, REO, Accounting, New Business Development
Education
University of Connecticut 1991 — 1993
MSW, Clinical Social Work
Central Connecticut State University 1981 — 1991
BA, Mathematics
Newington High School 1977 — 1981
Keller Williams Realty February 2010 - Present
NATION'S REAL ESTATE SERVICES, INC October 2010 - November 2010
WellCare May 2001 - August 2002
SUNTRUST BANK December 1996 - March 1999
FIRST USA BANK, INC February 1996 - April 1996
FIRST USA BANK, INC January 1995 - February 1996
SHAWMUT NATIONAL CORPORATION January 1994 - December 1994
SHAWMUT NATIONAL CORPORATION July 1991 - January 1994
Travelers Insurance April 1988 - March 1989
Travelers Insurance June 1986 - April 1988
Skills
Analysis, Financial Analysis, Real Estate, Budgets, Marketing, Sales, Forecasting, REO, Accounting, New Business Development
Education
University of Connecticut 1991 — 1993
MSW, Clinical Social Work
Central Connecticut State University 1981 — 1991
BA, Mathematics
Newington High School 1977 — 1981
Kathleen Griffin's Shawmut National Corporation Experience January 1988 - January 1994
Job Chief Compliance Officer at US Securities and Exchange Commission
Industry Investment Management
Experience
US Securities and Exchange Commission March 2010 - Present
Putnam Investments April 2004 - December 2008
AMVESCAP, PLC/Atlantic Trust Company, N.A. January 2001 - January 2003
STATE STREET CORPORATION January 1994 - January 2001
SHAWMUT NATIONAL CORPORATION January 1988 - January 1994
ONE FEDERAL ASSET MANAGEMENT, INC January 1988 - January 1992
Skills
Strategy, Trading, Policy, Risk Management, Leadership, Training, Program Management, Securities, Asset Management, Mutual Funds, Series 7, FINRA, Project Management, Internal Audit, Executive Management, Management, Corporate Governance, Investments, Regulations, Finance, Process Improvement, Financial Services, Internal Controls, Investment Management, Testing, Corporate Law, AML, Enterprise Risk..., Asset Managment, Insurance, Alternative Investments
Education
University of Massachusetts Boston 1970 — 1974
Bachelor of Arts, sociology
US Securities and Exchange Commission March 2010 - Present
Putnam Investments April 2004 - December 2008
AMVESCAP, PLC/Atlantic Trust Company, N.A. January 2001 - January 2003
STATE STREET CORPORATION January 1994 - January 2001
SHAWMUT NATIONAL CORPORATION January 1988 - January 1994
ONE FEDERAL ASSET MANAGEMENT, INC January 1988 - January 1992
Skills
Strategy, Trading, Policy, Risk Management, Leadership, Training, Program Management, Securities, Asset Management, Mutual Funds, Series 7, FINRA, Project Management, Internal Audit, Executive Management, Management, Corporate Governance, Investments, Regulations, Finance, Process Improvement, Financial Services, Internal Controls, Investment Management, Testing, Corporate Law, AML, Enterprise Risk..., Asset Managment, Insurance, Alternative Investments
Education
University of Massachusetts Boston 1970 — 1974
Bachelor of Arts, sociology
Craig Ludko's Shawmut National Corporation Experience June 1992 - April 1995
Job Quality Director at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare April 2014 - Present
GE Healthcare April 2012 - April 2014
General Electric Healthcare June 2011 - April 2012
GE Healthcare November 2009 - July 2011
GE Healthcare October 2008 - November 2009
GE Healthcare February 2005 - October 2008
IDX Systems Corporation October 2003 - February 2005
IDX Systems Corporation April 1997 - October 2003
Fleet Financial Group May 1995 - April 1997
Shawmut National Corporation June 1992 - April 1995
Skills
Healthcare Information..., HL7, PACS, Medical Imaging, Cross-functional Team..., Medical Devices, Process Improvement, EHR, HIPAA, Agile Methodologies, Product Management, DICOM, Quality Management, Software Documentation, Integration, Quality Assurance, Informatics, Troubleshooting, Testing, Digital Imaging, SDLC, EMR, Radiology, Healthcare, Project Management, Visio, Software Implementation
Education
University of Connecticut 1988 — 1993
BS, Finance
GE Healthcare April 2014 - Present
GE Healthcare April 2012 - April 2014
General Electric Healthcare June 2011 - April 2012
GE Healthcare November 2009 - July 2011
GE Healthcare October 2008 - November 2009
GE Healthcare February 2005 - October 2008
IDX Systems Corporation October 2003 - February 2005
IDX Systems Corporation April 1997 - October 2003
Fleet Financial Group May 1995 - April 1997
Shawmut National Corporation June 1992 - April 1995
Skills
Healthcare Information..., HL7, PACS, Medical Imaging, Cross-functional Team..., Medical Devices, Process Improvement, EHR, HIPAA, Agile Methodologies, Product Management, DICOM, Quality Management, Software Documentation, Integration, Quality Assurance, Informatics, Troubleshooting, Testing, Digital Imaging, SDLC, EMR, Radiology, Healthcare, Project Management, Visio, Software Implementation
Education
University of Connecticut 1988 — 1993
BS, Finance
Anne M. Jennings's Shawmut National Corporation Experience 1983 - 1995
Job Finance professional specializing in businesses in transition
Industry Management Consulting
Experience
Heron Advisors 2009 - Present
Capewell Components Company, LLC November 2011 - April 2014
ULTRA ELECTRONICS - Measurement Systems Inc. 2008 - 2009
The Connecticut Spring & Stamping Corporation 2000 - 2007
SCIREX Corporation 1995 - 1999
Shawmut National Corporation 1983 - 1995
Fafnir Bearing, Division of Textron, Inc. 1979 - 1981
Central Electric Supply Company 1978 - 1979
General Electric Company 1976 - 1978
Skills
Strategic Planning, Forecasting, Budgets, Finance, Financial Modeling, Mergers & Acquisitions, Analysis, Due Diligence, Strategy, Risk Management, Financial Reporting
Education
The University of Connecticut School of Business 1981 — 1983
Master of Business Administration (M.B.A.)
Connecticut College 1973 — 1976
B.A.
Heron Advisors 2009 - Present
Capewell Components Company, LLC November 2011 - April 2014
ULTRA ELECTRONICS - Measurement Systems Inc. 2008 - 2009
The Connecticut Spring & Stamping Corporation 2000 - 2007
SCIREX Corporation 1995 - 1999
Shawmut National Corporation 1983 - 1995
Fafnir Bearing, Division of Textron, Inc. 1979 - 1981
Central Electric Supply Company 1978 - 1979
General Electric Company 1976 - 1978
Skills
Strategic Planning, Forecasting, Budgets, Finance, Financial Modeling, Mergers & Acquisitions, Analysis, Due Diligence, Strategy, Risk Management, Financial Reporting
Education
The University of Connecticut School of Business 1981 — 1983
Master of Business Administration (M.B.A.)
Connecticut College 1973 — 1976
B.A.
Joseph Massa's Shawmut National Corporation Experience 1991 - 1994
Job Senior Consultant
Industry Information Services
Experience
Raedal Group, LLC 2011 - Present
Bank of America 2010 - 2011
Bank of America 2005 - 2010
MBNA America Bank, NA 1998 - 2005
MBNA America Bank, NA 1994 - 1998
Shawmut National Corporation 1991 - 1994
MNC Financial 1989 - 1991
Skills
Process Reengineering, Regulatory Oversight, Strategy Development, Systems Management, Operational Risk..., IT Strategy, Project Management, Managerial Finance, Staff Development, Organizational..., Customer Satisfaction, COBIT, Banking, Contract Negotiation, Internal Controls, Change Management, Production Managment, LAN-WAN, Telecommunications, Non-profit Director, Regulations, PC, ivr, Operations Management, Supplier Negotiation, Global Delivery, Team Management, Networking, Credit Cards, Disaster Recovery, Strategy, Business Analysis, Governance, IVR, Data Center, Business Process..., Leadership, Analysis, Risk Management, Financial Risk, Operational Risk, Process Improvement, IT Management, Consulting, PMO, Vendor Management, Financial Services, Project Portfolio..., Infrastructure, Relationship Management
Education
Salisbury University
BS, Business Management
Raedal Group, LLC 2011 - Present
Bank of America 2010 - 2011
Bank of America 2005 - 2010
MBNA America Bank, NA 1998 - 2005
MBNA America Bank, NA 1994 - 1998
Shawmut National Corporation 1991 - 1994
MNC Financial 1989 - 1991
Skills
Process Reengineering, Regulatory Oversight, Strategy Development, Systems Management, Operational Risk..., IT Strategy, Project Management, Managerial Finance, Staff Development, Organizational..., Customer Satisfaction, COBIT, Banking, Contract Negotiation, Internal Controls, Change Management, Production Managment, LAN-WAN, Telecommunications, Non-profit Director, Regulations, PC, ivr, Operations Management, Supplier Negotiation, Global Delivery, Team Management, Networking, Credit Cards, Disaster Recovery, Strategy, Business Analysis, Governance, IVR, Data Center, Business Process..., Leadership, Analysis, Risk Management, Financial Risk, Operational Risk, Process Improvement, IT Management, Consulting, PMO, Vendor Management, Financial Services, Project Portfolio..., Infrastructure, Relationship Management
Education
Salisbury University
BS, Business Management
Emily Baldwin Wu's Shawmut National Corporation Experience 1989 - 1994
Job Principal Consultant, Grants On Track, LLC
Industry Fund-Raising
Experience
Grants On Track, LLC (formerly Alliance Nonprofit Consulting) January 2007 - Present
VisionQuest 20/20, Inc. July 2005 - January 2007
Alliance Nonprofit Consulting (now Grants On Track, LLC) July 2001 - June 2005
Imperial Bancorp 1998 - 1999
Silicon Valley Bank 1996 - 1998
Franchise Finance Corporation of America 1995 - 1996
Bank of Boston July 1994 - July 1995
Shawmut National Corporation 1989 - 1994
Skills
Program Development, Strategic Planning, Proposal Writing, Fundraising, Non-profits, Grant Writing, Program Evaluation, Financial Analysis, Strategy, Grants, Training, Organizational..., Public Policy, Community Outreach, Non-profit..., Public Speaking, Volunteer Management, Leadership, Leadership Development, Nonprofits, Program Management, Management, Community Development, Budgets, Workshop Facilitation, Policy, Philanthropy, Board Development, Event Planning, Start-ups, Public Relations, Project Planning, Entrepreneurship, Business Planning, Executive Management, CRM, Event Management, Coaching
Education
Boston College 1987 — 1989
B.S., Business Administration
Cape Elizabeth High School 1981 — 1983
Northfield Mount Hermon School 1979 — 1981
College Preparatory
Grants On Track, LLC (formerly Alliance Nonprofit Consulting) January 2007 - Present
VisionQuest 20/20, Inc. July 2005 - January 2007
Alliance Nonprofit Consulting (now Grants On Track, LLC) July 2001 - June 2005
Imperial Bancorp 1998 - 1999
Silicon Valley Bank 1996 - 1998
Franchise Finance Corporation of America 1995 - 1996
Bank of Boston July 1994 - July 1995
Shawmut National Corporation 1989 - 1994
Skills
Program Development, Strategic Planning, Proposal Writing, Fundraising, Non-profits, Grant Writing, Program Evaluation, Financial Analysis, Strategy, Grants, Training, Organizational..., Public Policy, Community Outreach, Non-profit..., Public Speaking, Volunteer Management, Leadership, Leadership Development, Nonprofits, Program Management, Management, Community Development, Budgets, Workshop Facilitation, Policy, Philanthropy, Board Development, Event Planning, Start-ups, Public Relations, Project Planning, Entrepreneurship, Business Planning, Executive Management, CRM, Event Management, Coaching
Education
Boston College 1987 — 1989
B.S., Business Administration
Cape Elizabeth High School 1981 — 1983
Northfield Mount Hermon School 1979 — 1981
College Preparatory
Chris Watt's Shawmut National Corporation Experience 1987 - 1991
Job Vice President, Finance at Tetraphase Pharmaceuticals
Industry Biotechnology
Experience
Tetraphase Pharmaceuticals July 2015 - Present
Biogen June 2011 - July 2015
Biogen July 2009 - June 2011
Biogen June 2006 - July 2009
Biogen November 2004 - June 2006
InterSystems 2000 - 2004
Putnam Investments 1998 - 2000
Procter & Gamble 1993 - 1998
Shawmut National Corporation 1987 - 1991
Education
Colby College
BA, Economics & German
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Tetraphase Pharmaceuticals July 2015 - Present
Biogen June 2011 - July 2015
Biogen July 2009 - June 2011
Biogen June 2006 - July 2009
Biogen November 2004 - June 2006
InterSystems 2000 - 2004
Putnam Investments 1998 - 2000
Procter & Gamble 1993 - 1998
Shawmut National Corporation 1987 - 1991
Education
Colby College
BA, Economics & German
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Kris Moreton, CFA's Shawmut National Corporation Experience 1990 - 1996
Job Vice President, Fixed Income Client Portfolio Manager
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2008 - Present
RiverSource Investments 2008 - November 2010
Merrill Lynch 2004 - 2008
Shawmut National Corporation 1990 - 1996
Midland Bank 1988 - 1990
Bear Stearns 1987 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies
Education
University of Richmond - Robins School of Business 1983 — 1987
B.S., Finance
Columbia Threadneedle Investments, US June 2008 - Present
RiverSource Investments 2008 - November 2010
Merrill Lynch 2004 - 2008
Shawmut National Corporation 1990 - 1996
Midland Bank 1988 - 1990
Bear Stearns 1987 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies
Education
University of Richmond - Robins School of Business 1983 — 1987
B.S., Finance
Rosemary Gaidos's Shawmut National Corporation Experience December 1993 - January 1996
Job EVP, Managing Director, Small Business Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
Webster Bank, NA January 2013 - September 2014
Webster Bank, NA October 2010 - January 2013
Webster Bank, NA October 2008 - October 2010
Webster Bank, NA June 2005 - October 2008
Bank of America April 2004 - June 2005
Fleet Boston Financial October 2001 - April 2004
Fleet Bank / Fleet Boston Financial October 1997 - October 2001
Fleet Bank January 1996 - October 1997
Shawmut National Corporation December 1993 - January 1996
Skills
Risk Management, Financial Risk, Banking, Enterprise Risk..., Loans, Internal Audit, Consumer Lending, Retail Banking, Bank Secrecy Act, Finance, Fraud, Credit Risk, Credit Analysis, Operational Risk, AML, Commercial Banking, Commercial Lending, Mortgage Lending, Financial Analysis, Executive Management, Mergers & Acquisitions, Human Resources, Credit, Operational Risk..., Insurance, Strategy, Leadership, Sales, Customer Experience, Change Management, Compliance Risk..., Cross-functional Team..., Crisis Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance
Santander Bank, N.A. September 2014 - Present
Webster Bank, NA January 2013 - September 2014
Webster Bank, NA October 2010 - January 2013
Webster Bank, NA October 2008 - October 2010
Webster Bank, NA June 2005 - October 2008
Bank of America April 2004 - June 2005
Fleet Boston Financial October 2001 - April 2004
Fleet Bank / Fleet Boston Financial October 1997 - October 2001
Fleet Bank January 1996 - October 1997
Shawmut National Corporation December 1993 - January 1996
Skills
Risk Management, Financial Risk, Banking, Enterprise Risk..., Loans, Internal Audit, Consumer Lending, Retail Banking, Bank Secrecy Act, Finance, Fraud, Credit Risk, Credit Analysis, Operational Risk, AML, Commercial Banking, Commercial Lending, Mortgage Lending, Financial Analysis, Executive Management, Mergers & Acquisitions, Human Resources, Credit, Operational Risk..., Insurance, Strategy, Leadership, Sales, Customer Experience, Change Management, Compliance Risk..., Cross-functional Team..., Crisis Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance
Waldron Finnegan's Shawmut National Corporation Experience September 1989 - December 1995
Job Engagement Manager at Sheshunoff Consulting + Solutions
Industry Banking
Experience
Sheshunoff Consulting + Solutions September 1997 - Present
Shawmut National Corporation September 1989 - December 1995
Education
University of Connecticut 1979 — 1981
MBA, Business
Boston College 1974 — 1978
B.S., Accounting
Sheshunoff Consulting + Solutions September 1997 - Present
Shawmut National Corporation September 1989 - December 1995
Education
University of Connecticut 1979 — 1981
MBA, Business
Boston College 1974 — 1978
B.S., Accounting
Willard Soper II's Shawmut National Corporation Experience June 1973 - February 1991
Job CEO | Board Director | Private Equity Resource | Middle Market Strategy and Growth Specialist
Industry Management Consulting
Experience
Newport Board Group March 2013 - Present
Manufacturers Capital January 2013 - Present
The Bank of Maine May 2010 - March 2012
Miami Herald Publishing Company June 1999 - March 2005
J I Kislak and Kislak National Bank 1991 - 1993
Shawmut National Corporation June 1973 - February 1991
Skills
Mortgage Lending, Banking, Loans, Financial Analysis, Credit, Retail Banking, Finance, Mergers, Investment Banking, Strategy, Loan Origination, New Business Development, Private Equity, Mortgage Banking, Investments, Credit Analysis, Strategic Planning, Corporate Finance, Valuation, Mergers & Acquisitions, Management, Entrepreneurship, Financial Modeling, Business Planning, Executive Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1971 — 1973
MBA, Finance
Hobart and William Smith Colleges 1966 — 1970
BA, Economics
Berkshire School
Newport Board Group March 2013 - Present
Manufacturers Capital January 2013 - Present
The Bank of Maine May 2010 - March 2012
Miami Herald Publishing Company June 1999 - March 2005
J I Kislak and Kislak National Bank 1991 - 1993
Shawmut National Corporation June 1973 - February 1991
Skills
Mortgage Lending, Banking, Loans, Financial Analysis, Credit, Retail Banking, Finance, Mergers, Investment Banking, Strategy, Loan Origination, New Business Development, Private Equity, Mortgage Banking, Investments, Credit Analysis, Strategic Planning, Corporate Finance, Valuation, Mergers & Acquisitions, Management, Entrepreneurship, Financial Modeling, Business Planning, Executive Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1971 — 1973
MBA, Finance
Hobart and William Smith Colleges 1966 — 1970
BA, Economics
Berkshire School
Sam Singer, CFA, CPA's Shawmut National Corporation Experience January 1989 - January 1993
Job Small Cap Equity Research Analyst at Granahan Investment Management
Industry Investment Management
Experience
Granahan Investment Management June 2013 - Present
Mistral Capital Partners January 2007 - December 2011
State Street Global Markets March 2006 - December 2006
Lehman Brothers Asset Management March 2005 - March 2006
Wellington Management January 2001 - January 2005
Loomis, Sayles & Company L.P January 1996 - January 2001
The Boston Company Asset Management January 1993 - January 1996
Shawmut National Corporation January 1989 - January 1993
Tofias January 1987 - January 1989
Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance
Bentley University 1983 — 1987
Bachelor of Science Degree, Accounting
Granahan Investment Management June 2013 - Present
Mistral Capital Partners January 2007 - December 2011
State Street Global Markets March 2006 - December 2006
Lehman Brothers Asset Management March 2005 - March 2006
Wellington Management January 2001 - January 2005
Loomis, Sayles & Company L.P January 1996 - January 2001
The Boston Company Asset Management January 1993 - January 1996
Shawmut National Corporation January 1989 - January 1993
Tofias January 1987 - January 1989
Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance
Bentley University 1983 — 1987
Bachelor of Science Degree, Accounting
Christine Gillis (Campanelli)'s Shawmut National Corporation Experience 1993 - 1996
Job Independent Banking Professional
Industry Banking
Experience
Bank of America 2004 - 2005
Fleet Bank 1996 - 2004
Shawmut National Corporation 1993 - 1996
Ohmeda Medical Engineering 1990 - 1993
Education
Babson College 1986 — 1990
BS
Bank of America 2004 - 2005
Fleet Bank 1996 - 2004
Shawmut National Corporation 1993 - 1996
Ohmeda Medical Engineering 1990 - 1993
Education
Babson College 1986 — 1990
BS
Donald Thiesen's Shawmut National Corporation Experience 1992 - 1995
Job Vice President at MidCap Business Credit LLC
Industry Financial Services
Experience
MidCap Business Credit LLC March 2014 - Present
UPS Capital Business Credit September 2012 - February 2014
Textron Financial Corporaton 1995 - 2009
Shawmut National Corporation 1992 - 1995
Shawmut National Corporation 1990 - 1992
Skills
Portfolio Management, Finance, Financial Analysis, Loans, Credit, Commercial Lending, Credit Analysis, Strategic Planning, Mortgage Lending, Management, Business Planning, Real Estate, Analysis, Business Development, Leadership, Underwriting, Risk Management, Banking, Auditing, Investments, Executive Management, Asset Based Lending, Strategic Financial..., Financial Modeling, Due Diligence, Corporate Finance, Asset Management, Loan Origination, Credit Risk, Cash Management, Valuation, Restructuring, Cash Flow, Insurance, Financial Structuring, Capital Markets, Loan Servicing, Private Equity, Real Estate Economics, Forecasting, Consumer Lending, Real Estate Financing, Project Finance, Financial Reporting, Managerial Finance, Accounting, Cash Flow Forecasting
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1992
Master of Science, Management with a concentration in Financial Services
Massachusetts College of Liberal Arts 1982 — 1984
Bachelor of Science, Business Administration
MidCap Business Credit LLC March 2014 - Present
UPS Capital Business Credit September 2012 - February 2014
Textron Financial Corporaton 1995 - 2009
Shawmut National Corporation 1992 - 1995
Shawmut National Corporation 1990 - 1992
Skills
Portfolio Management, Finance, Financial Analysis, Loans, Credit, Commercial Lending, Credit Analysis, Strategic Planning, Mortgage Lending, Management, Business Planning, Real Estate, Analysis, Business Development, Leadership, Underwriting, Risk Management, Banking, Auditing, Investments, Executive Management, Asset Based Lending, Strategic Financial..., Financial Modeling, Due Diligence, Corporate Finance, Asset Management, Loan Origination, Credit Risk, Cash Management, Valuation, Restructuring, Cash Flow, Insurance, Financial Structuring, Capital Markets, Loan Servicing, Private Equity, Real Estate Economics, Forecasting, Consumer Lending, Real Estate Financing, Project Finance, Financial Reporting, Managerial Finance, Accounting, Cash Flow Forecasting
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1992
Master of Science, Management with a concentration in Financial Services
Massachusetts College of Liberal Arts 1982 — 1984
Bachelor of Science, Business Administration
Walter Fuller's Shawmut National Corporation Experience 1993 - 1995
Job Director of Internal Audit at Harvard Pilgrim Health Care, Inc.
Industry Hospital & Health Care
Experience
Harvard Pilgrim Health Care, Inc October 2005 - Present
Sun Life Financial April 1997 - September 2005
Fleet Financial Group 1995 - 1997
Shawmut National Corporation 1993 - 1995
Shawmut National Corporation 1989 - 1993
Bank of New England 1988 - 1989
Barnett Banks Inc. Barnett Banks Trust Company 1987 - 1988
Skills
Sarbanes-Oxley Act, Model Audit Rule, SSAE16, Risk Assessment, Fraud, Consulting, Assurance, Audit Committee, External Audit, IT Audit, Enterprise Risk..., CISA, Quality Assurance..., Auditing, Auditing Standards, Financial Risk, GRC, Board Relations
Education
Suffolk University- Sawyer School of Management, Boston MA. 1988 — 1991
MBA, Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Arts (BA)
Harvard Pilgrim Health Care, Inc October 2005 - Present
Sun Life Financial April 1997 - September 2005
Fleet Financial Group 1995 - 1997
Shawmut National Corporation 1993 - 1995
Shawmut National Corporation 1989 - 1993
Bank of New England 1988 - 1989
Barnett Banks Inc. Barnett Banks Trust Company 1987 - 1988
Skills
Sarbanes-Oxley Act, Model Audit Rule, SSAE16, Risk Assessment, Fraud, Consulting, Assurance, Audit Committee, External Audit, IT Audit, Enterprise Risk..., CISA, Quality Assurance..., Auditing, Auditing Standards, Financial Risk, GRC, Board Relations
Education
Suffolk University- Sawyer School of Management, Boston MA. 1988 — 1991
MBA, Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Arts (BA)
Keith McDonagh's Shawmut National Corporation Experience July 1990 - June 1995
Job Senior Vice President & Chief Financial Officer Retirement Services & Worksite Insurance
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group June 2011 - April 2014
MassMutual Financial Group January 2007 - June 2011
MassMutual Financial Group October 2004 - January 2007
MassMutual Financial Group May 2003 - October 2004
MassMutual Financial Group July 1999 - April 2003
MassMutual Financial Group November 1997 - June 1999
MassMutual Financial Group March 1996 - October 1997
MassMutual Financial Group June 1995 - February 1996
Shawmut National Corporation July 1990 - June 1995
Skills
CIA, CFSA, CRMA
Education
University of Connecticut 1991 — 1995
MBA, Accounting & Finance
Boston College 1986 — 1990
BS, Finance
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group June 2011 - April 2014
MassMutual Financial Group January 2007 - June 2011
MassMutual Financial Group October 2004 - January 2007
MassMutual Financial Group May 2003 - October 2004
MassMutual Financial Group July 1999 - April 2003
MassMutual Financial Group November 1997 - June 1999
MassMutual Financial Group March 1996 - October 1997
MassMutual Financial Group June 1995 - February 1996
Shawmut National Corporation July 1990 - June 1995
Skills
CIA, CFSA, CRMA
Education
University of Connecticut 1991 — 1995
MBA, Accounting & Finance
Boston College 1986 — 1990
BS, Finance
Chris Byrd's Shawmut National Corporation Experience 1980 - 1995
Job President and Chief Operating Officer at Evolution1
Industry Information Technology and Services
Experience
Evolution1 January 2001 - Present
Women's Health USA August 1997 - December 2000
Value Health, Inc. 1995 - 1997
Shawmut National Corporation 1980 - 1995
Skills
Debit Cards, Strategic Planning, Product Development
Education
Brown University 1976 — 1980
AB, Economics
Evolution1 January 2001 - Present
Women's Health USA August 1997 - December 2000
Value Health, Inc. 1995 - 1997
Shawmut National Corporation 1980 - 1995
Skills
Debit Cards, Strategic Planning, Product Development
Education
Brown University 1976 — 1980
AB, Economics
Tim Jarka, CFA's Shawmut National Corporation Experience February 1995 - September 1995
Job Quantitative Analyst at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management September 1995 - Present
Shawmut National Corporation February 1995 - September 1995
Gerber Garment Technology March 1994 - February 1995
Dalcomp Inc. July 1990 - March 1994
Education
University of Connecticut 1996 — 1999
MBA, Masters in Business Administration
University of Delaware 1986 — 1990
BS, Computer and Information Science
Hartford Investment Management September 1995 - Present
Shawmut National Corporation February 1995 - September 1995
Gerber Garment Technology March 1994 - February 1995
Dalcomp Inc. July 1990 - March 1994
Education
University of Connecticut 1996 — 1999
MBA, Masters in Business Administration
University of Delaware 1986 — 1990
BS, Computer and Information Science
Ralph Palma's Shawmut National Corporation Experience 1989 - 1995
Job Director at Citigroup
Industry Banking
Experience
Citigroup December 2009 - Present
Citigroup December 2003 - Present
FleetBoston Financial 1995 - 2003
Shawmut National Corporation 1989 - 1995
Skills
Risk Management, Restucturuing, Commercial Banking, Corporate Finance
Education
The University of Connecticut School of Business 1975 — 1977
MBA, Finance
Hofstra University
BBA, Business Management
Citigroup December 2009 - Present
Citigroup December 2003 - Present
FleetBoston Financial 1995 - 2003
Shawmut National Corporation 1989 - 1995
Skills
Risk Management, Restucturuing, Commercial Banking, Corporate Finance
Education
The University of Connecticut School of Business 1975 — 1977
MBA, Finance
Hofstra University
BBA, Business Management
Daniel Redmond's Shawmut National Corporation Experience September 1991 - December 1992
Job Vice President at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston Responsible for the coordination and supervision of the direct marketing of the Bank’s wholesale funding and off-balance sheet interest rate risk management productsCapital Markets OfficerFleet Financial GroupDecember 1992 - June 1997
Shawmut National Corporation September 1991 - December 1992
Skills
Interest Rate Risk..., Liquidity Management, Fixed Income, MBS, Banking, Financial Risk, ALM, Derivatives, Capital Markets, Swaps, Risk Management, Bloomberg, Financial Modeling, Funding, Asset Managment, Financial Analysis, Securities, Asset Management, Interest Rate..., Market Risk, Bonds, Cash Management, Credit Risk, Money Market, Structured Products
Education
Endicott College 2004 — 2006
Master of Business Administration (M.B.A.)
Boston College 1987 — 1991
BS Business Administration, Marketing
Federal Home Loan Bank of Boston Responsible for the coordination and supervision of the direct marketing of the Bank’s wholesale funding and off-balance sheet interest rate risk management productsCapital Markets OfficerFleet Financial GroupDecember 1992 - June 1997
Shawmut National Corporation September 1991 - December 1992
Skills
Interest Rate Risk..., Liquidity Management, Fixed Income, MBS, Banking, Financial Risk, ALM, Derivatives, Capital Markets, Swaps, Risk Management, Bloomberg, Financial Modeling, Funding, Asset Managment, Financial Analysis, Securities, Asset Management, Interest Rate..., Market Risk, Bonds, Cash Management, Credit Risk, Money Market, Structured Products
Education
Endicott College 2004 — 2006
Master of Business Administration (M.B.A.)
Boston College 1987 — 1991
BS Business Administration, Marketing
Joel Surdykowski's Shawmut National Corporation Experience August 1983 - November 1995
Job Data Analytics, Reporting, Business Intelligence
Industry Information Technology and Services
Experience
ELM Solutions, a Wolters Kluwer company December 2007 - Present
Pharmaceutical Data Services February 2000 - September 2007
The Hartford August 1997 - October 1999
Shawmut National Corporation August 1983 - November 1995
Education
Yale School of Management 1981 — 1983
Master of Business Administration (MBA)
Calvin College 1974 — 1978
Bachelor's degree, Psychology
ELM Solutions, a Wolters Kluwer company December 2007 - Present
Pharmaceutical Data Services February 2000 - September 2007
The Hartford August 1997 - October 1999
Shawmut National Corporation August 1983 - November 1995
Education
Yale School of Management 1981 — 1983
Master of Business Administration (MBA)
Calvin College 1974 — 1978
Bachelor's degree, Psychology
Joanne DeFlaminio's Shawmut National Corporation Experience July 1991 - August 1993
Job Executive Coordinator at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2004 - Present
Boston Scientific December 2001 - January 2004
EMC December 1997 - October 2001
EMC April 1997 - December 1997
National Bank and Trust Company March 1996 - April 1997
Metrowest Bank December 1994 - March 1996
TJX Companies August 1993 - December 1994
Shawmut National Corporation July 1991 - August 1993
Zayre Corporation May 1987 - July 1991
Skills
Outlook, Office Management, Expenses, Spreadsheets, Executive Support, Travel Planning, Event/Meeting Planning, Project Coordination
Education
Holliston High School 1977 — 1981
High School Degree, General Studies
Massachusetts Bay Community College
Studied, Business Administration
Boston Scientific January 2004 - Present
Boston Scientific December 2001 - January 2004
EMC December 1997 - October 2001
EMC April 1997 - December 1997
National Bank and Trust Company March 1996 - April 1997
Metrowest Bank December 1994 - March 1996
TJX Companies August 1993 - December 1994
Shawmut National Corporation July 1991 - August 1993
Zayre Corporation May 1987 - July 1991
Skills
Outlook, Office Management, Expenses, Spreadsheets, Executive Support, Travel Planning, Event/Meeting Planning, Project Coordination
Education
Holliston High School 1977 — 1981
High School Degree, General Studies
Massachusetts Bay Community College
Studied, Business Administration
Eliza Elmy's Shawmut National Corporation Experience 1991 - 1995
Job Front Desk Receptionist at Dymotek
Industry Plastics
Experience
Dymotek September 2013 - Present
St. Bridget Church October 2007 - September 2013
Chatfield's 1997 - 1998
Shawmut National Corporation 1991 - 1995
Skills
Administrative Work, Interact in a..., Strong listening and..., Communicate effectively..., Office Management, Administrative..., File Management, Management, Calendars, Office Administration, Expense Reports, Filing, Spreadsheets, Confidentiality, Data Entry, Fax, Supplies, Telephone Skills
Education
Central Connecticut State University 1985 — 1989
Bachelor of Arts (B.A.), Communication, General
Dymotek September 2013 - Present
St. Bridget Church October 2007 - September 2013
Chatfield's 1997 - 1998
Shawmut National Corporation 1991 - 1995
Skills
Administrative Work, Interact in a..., Strong listening and..., Communicate effectively..., Office Management, Administrative..., File Management, Management, Calendars, Office Administration, Expense Reports, Filing, Spreadsheets, Confidentiality, Data Entry, Fax, Supplies, Telephone Skills
Education
Central Connecticut State University 1985 — 1989
Bachelor of Arts (B.A.), Communication, General