Slades Bank
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Slades Bank Employees
TFB Bancorp./Foothills Bank June 2013 - Present
Professional Business Bank March 2009 - May 2012
Slades Bank 2002 - 2008
Citizens Bank 1998 - 2002
KeyBank 1996 - 1998
Skills
Capital Markets, Credit Analysis, Mergers, Marketing, Commercial Mortgages, Loan Origination, Strategic Planning, Financial Services, Team Building, Acquisition Integration, Portfolio Management, Change Management
Education
Niagara University
State University of New York at Buffalo
BayCoast Bank November 2013 - Present
BayCoast Bank November 2010 - Present
SouthCoast Mentoring Initiative for Learning, Education and Service (SMILES) April 2008 - November 2010
Rockland Trust Company 2003 - 2008
Slades Bank 2003 - 2008
Skills
Banking, Process Improvement, Change Management, Strategic Planning, Financial Analysis, Team Building, Budgets, Business Development, Leadership Development, Customer Service, Finance, Relationship Management, Human Resources, Loans, Credit, Sales, Small Business Lending, Marketing, Commercial Banking, Coaching, Commercial Lending
Education
Leadership SouthCoast 2009 — 2009
University of Massachusetts Dartmouth
Bachelors, Business Administration, Still a Freshman!
Sutherland Global Services October 2013 - Present
Intellectual Resources Corporation 2013 - Present
University of Vermont January 2012 - August 2014
ipCapital Group February 2011 - October 2013
Dealer.com 2010 - 2011
ScerIS, Inc. April 2007 - September 2008
Taproot Foundation 2007 - 2008
Slades Bank 2005 - 2007
Skills
Business Strategy, Competitive Analysis, Consumer Insights, Innovation Management, Business Intelligence, Research, Competitive Intelligence, Analytics, Qualitative Research, Business Analysis, Marketing Strategy, Brand Development, Customer Insight, Strategy, Marketing, Budgets, Project Management, Marketing Communications, Strategic Partnerships, CRM, Nonprofits, Consulting, Business Development, Leadership, Commercialization, Valuation, Market Research, Intellectual Property
Education
University of Oxford 2008 — 2009
MBA, Strategy and Marketing
William & Mary 2000 — 2004
BA, Music
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Rockland Trust August 2009 - Present
Slades Bank January 2007 - March 2008
Cape Cod Bank & Trust October 2001 - May 2004
Skills
Banking, Retail Banking, Microsoft Office, Microsoft Word, Microsoft Excel, Information Mapping, Teller Operations, Employee Training, Schedules, Training, Customer Service, Call Centers, Sales, Branch Banking
Education
Fisher College
Bachelor's degree
State Street March 2015 - Present
State Street Corp April 2005 - March 2015
Slades Bank July 2006 - May 2007
State Street Corp April 2003 - April 2005
State Street Corp February 2001 - April 2003
State Street Corp May 2000 - February 2001
State Street Corp March 1999 - May 2000
Skills
Accounting, Finance, Team Leadership, Internal Controls, Fund Accounting, Fixed Income, Equities, Financial Analysis, Financial Reporting, Essbase, Account Reconciliation, Variance Analysis, Financial Modeling, General Ledger, Strategic Financial..., Cash Management, Forecasting, Financial Accounting, Derivatives, Corporate Actions, Swaps, Money Market, Corporate Finance, Fund Of Funds, Managerial Finance, Accounts Payable, Banking, Accounts Receivable, Process Improvement, Financial Services, Cash Flow, Financial Statements, Financial Audits, Business Analysis, SEC filings, Cost Accounting, Accruals, Internal Audit, Fixed Assets, Sarbanes-Oxley, Oracle E-Business Suite, Financial Planning, Portfolio Management, Investments, Mutual Funds
Education
Providence College 2003 — 2005
MBA, Finance
Providence College 2003 — 2004
Graduate Certificate, Financial Markets & Services
University of Massachusetts Dartmouth 1996 — 1999
B.S., Accounting
University of Massachusetts, Amherst 1994 — 1996
Accounting
CliftonLarsonAllen August 2015 - Present
Staples July 2011 - August 2015
McGladrey (f/k/a Caturano and Company) October 2008 - July 2011
BearingPoint June 2007 - September 2008
Slades Bank November 2003 - January 2008
Skills
International Tax, Account Reconciliation, General Ledger, Income Tax, Auditing, Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Budgets, Accounting, Tax Research, OneSource, ProSystem fx Tax, Access, GAAP, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting
Education
University of Phoenix 2011 — 2013
MBA
Bryant University 2006 — 2008
BSBA, Accounting
Dartmouth High School 2000 — 2004
Randolph Savings Bank June 2011 - Present
Rockland Trust March 2008 - June 2011
Slades Bank June 2005 - March 2008
Sovereign Bank March 2000 - June 2005
BankBoston June 1995 - March 2000
Skills
Fraud, AML, Bank Secrecy Act, Security, OFAC, Banking, USA PATRIOT Act, KYC, Commercial Lending, Operational Risk, Commercial Banking, Consumer Lending, Mortgage Lending, Credit Analysis, Operational Risk..., Small Business Lending, Anti Money Laundering
Education
Stonehill College 1987 — 1991
BA, Criminal Justice
Quincy College 1995 — 1996
Certificate, Paralegal Studies
RBS Citizens Financial Group April 2014 - Present
Citizens Financial Group/Royal Bank of Scotland January 2012 - September 2013
Sheshunoff Consulting and Solutions July 2010 - December 2011
Shatswell and MacLeod, PC June 2008 - March 2010
Slades Bank April 1998 - March 2008
Skills
CISA, Business Continuity, IT Audit, SAS70, CISM, Business Analysis, Risk Management, Security, Vulnerability Assessment, Network Security, Information Technology, Risk Assessment, CISSP, Computer Security, Disaster Recovery, Vendor Management, GLBA, Security Awareness, Sarbanes-Oxley Act, Financial Risk
Education
Johnson and Wales University 2005 — 2008
Masters Business Administration, Organizational Leadership
Roger Williams University 1998 — 2001
Bachelor of Science Degree, Computer Information Systems
Diman Regional Technical Institute
Rockland Trust 2008 - Present
Slades Bank October 2006 - March 2008
Bank of America May 1989 - October 2006
Skills
Banking, Loans, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Lines Of Credit, Commercial Mortgages, Credit Risk, Underwriting, Portfolio Management, Sales Management, Sales Process
Education
Rhode Island College 1984 — 1988
Bachelor of Applied Science (BASc), Finance, General
BayCoast Bank September 2015 - Present
BankFive June 2009 - September 2015
Slades Bank 2007 - 2008
FIRSTFED 1986 - 2004
Education
Bryant University 1978 — 1982
BSBA, Accounting
Mechanics Cooperative Bank March 2010 - Present
Rockland Trust March 2008 - May 2010
Slades Bank July 2004 - March 2008
Skills
Learning and..., Marketing, Credit, Customer Service, Financial Services, Commercial Lending, Banking, Credit Analysis, Mortgage Lending, Risk Management, Loans, Portfolio Management, Commercial Banking, Small Business Lending, Strategic Planning, Management
Education
Johnson & Wales University 1981 — 1983
Associate's degree, Business Administration and Management, General