Society For Savings
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Society For Savings Employees
46 Financial, LLC June 2014 - Present
RBS Citizens Bank January 2013 - December 2013
CitiStreet/ ING/VOYA January 2006 - December 2011
ING June 2004 - December 2011
Thomas L. Reardon III, CFP September 2001 - April 2004
Capital Fulfillment February 2001 - August 2001
MErit Capital Assoc. Now Source Capital LLC March 1998 - September 2000
Gruntal and Company, LLC January 1995 - March 1998
Janney Montgomery Scott, Inc December 1992 - January 1995
Society for Savings September 1989 - May 1992
Skills
Payroll, Mutual Funds, Account Reconciliation, 401k, Series 6, Series 63, Series 7, Series 24, Outlook, Risk Management, Banking, Defined Contribution, Access, Pensions, Microsoft Excel, Accounting, Defined Benefit, Process Improvement, Business Analysis, PowerPoint, Fundraising, Project Management, Retirement, Investments, Employee Benefits, Financial Services, Strategic Financial..., Finance, Retirement Planning, Securities, Relationship Management, Asset Management, Wealth Management, Asset Allocation, Investment Advisory, Financial Risk, Fixed Income, Fixed Annuities, Credit, Analysis, Customer Service, Insurance, Microsoft Office, Portfolio Management, Leadership
Education
Massasoit Community College 1983 — 1986
Business law and Accounting
America Institute of Banking 1983 — 1984
Certificate degree not competed, Accounting and Business/Management
Braintree HS 1977 — 1981
John J Conroy, DMD, Orthodontics October 2013 - Present
Kathleen Burr, DMD Orthodontics May 1999 - October 2013
BayBank January 1988 - April 1994
Society for Savings January 1979 - January 1988
Skills
Banking, Management, Staff Supervision, Accounts Receivable, Healthcare Insurance..., Customer Service, Team Leadership, Ground Up Development, Collections, Financial Analysis, Medical Billing, Office Management
Education
University of St. Joseph
Business and Personnel Administration
Manchester Community College
Liberal Arts, Accounting
American Institute for Banking
Supervision and Personnel Administration
Outward Bound Wilderness Training
Personal Development
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
New England Gemstone Supply 1982 - Present
Society for Savings 1980 - 1982
Skills
Strategic Planning, Marketing Strategy, Succession Planning, Negotiation, New Business Development, Retail, Wholesale, Sales Management, Leadership Development, Small Business, Team Building, Customer Relations, Marketing Communications, Organizational..., Management, Sales, Customer Service, Public Relations, Social Media, Marketing, Public Speaking, Leadership
Education
University of Connecticut 1977 — 1979
MA, Organizational Communication
Boise State University
BA, English & Communications
United Bank January 2012 - Present
New Alliance Bank (NAB) 2008 - Present
FNFG (formerly NAB) April 2011 - January 2012
Liberty Bank 2007 - 2008
Bank of America 1998 - 2006
Glastonbury Bank & Trust 1994 - 1998
Lafayette American Bank 1991 - 1994
Society For Savings 1985 - 1991
Skills
Banking, Loans, Credit, Commercial Banking, Underwriting, Risk Management, Portfolio Management, Commercial Lending, Retail Banking, Credit Risk, Credit Analysis, Consumer Lending, Mortgage Lending, Mergers & Acquisitions, Cash Management, Auditing, Finance, Financial Risk, Financial Services, Operational Risk, Mortgage Banking
Education
University of Hartford 1988 — 1992
MBA, Finance
Franklin Pierce University 1981 — 1985
BS, Computer Science
South Catholic
Carrington Mortgage Services January 2015 - Present
McCue Mortgage 2002 - January 2015
Society for Savings 1980 - 1990
Society for Savings 1980 - 1990
Skills
Mortgage Lending, Loan Origination, Mortgage, Refinance, FHA
Education
Wethersfield High School 1976 — 1979
Manchester Community College
Business
UPS Capital Business Credit November 2012 - Present
Crelogix Acceptance Corporation July 2009 - November 2012
Textron Financial Corporation June 1999 - November 2008
UDV North America / Heublein Incorporated 1996 - 1999
First Bank of West Hartford 1995 - 1996
Candlewood Bank & Trust 1993 - 1995
Society For Savings 1985 - 1989
Barclays Business Credit 1980 - 1985
Skills
Underwriting, Portfolio Management, New Business Development, Loans, Credit
Education
University of Hartford
MS, Professional Accounting
Worcester Polytechnic Institute
BS, Business, Math minor
American Eagle Federal Credit Union July 2008 - July 2012
IAFCI 2005 - 2010
Nutmeg Financial MHC November 2003 - July 2008
People's Bank May 2001 - November 2003
CyberSource November 1999 - May 2000
Citi f/i September 1998 - November 1999
Society For Savings 1978 - 1994
Skills
Public Speaking, Program Management, Fraud, Financial Risk, Risk Management, Enterprise Risk..., Crisis Management, Policy, Security, Private Investigations, Process Improvement, Customer Service, Leadership Development, Information Security, Banking, Analysis, Check Fraud, Change Management, Finance, Credit, Fraud Detection, AML, Bank Secrecy Act, OFAC, Credit Cards, Financial Analysis, Identity Theft, Investigation, Certified Fraud Examiner, Training, Internal Investigations, Physical Security, Team Building, Loans, KYC, Background Checks, Retail Banking, Operational Risk..., Operational Risk, Loss Mitigation, Corporate Fraud..., Anti-fraud, Anti Money Laundering, Consumer Lending, Online Fraud, Fraud Claims, Risk Analysis, Branch Management, Credit Unions, Commercial Banking
Education
Eastern Connecticut State University 1999 — 2002
BGS, Busniness and Communications
Manchester Community College 1969 — 1972
AS, Law Enforcement
IBM September 1996 - Present
St Francis Hospital, Hartford CT 1992 - 1996
Society for Savings 1989 - 1992
Bank Boston Connecticut 1981 - 1987
Skills
COBOL, z/OS, JCL, Mainframe, AIX, Unix, IBM Mainframe, RACF, VSAM, System Administration, Disaster Recovery, SDLC, DB2, SQL, Database Administration, Database Design, Performance Tuning, Oracle, IMS DB/DC, MVS, IBM Utilities, IT Service Management, TSO, ISPF, Testing, Enterprise Architecture, Operating Systems, Solution Architecture, Solaris, CICS, ITIL, Requirements Analysis, REXX, IT Management, IT Strategy, BMC Remedy, Systems Analysis, Integration
Education
Univ. of New Haven Graduate School 1983 — 1985
Attended, Information Science
Charter Oak State College 1978 — 1982
BA, Political Science, Computer Science
The University of Connecticut 1972 — 1972
South Windsor Chamber of Commerce September 2010 - Present
Strong's AutoCare, LLC. October 2000 - Present
BankBoston October 1995 - October 1997
Society For Savings 1985 - 1990
Pepe & Hazard 1984 - 1985
Skills
Team Building, Marketing, Shorthand, Budgets, Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, Inventory Management, New Business Development, Process Improvement, Microsoft Word, Event Planning, Accounts Receivable, Retail, Coaching, Public Speaking, Strategic Planning, QuickBooks, Outlook, Time Management, Accounts Payable, Advertising, Marketing Strategy, Sales, Account Management, Insurance, Small Business, Marketing Communications, Purchasing, Social Networking, Event Management, Accounting, Operations Management, Leadership, Social Media, Social Media Marketing, Sales Management, Teamwork, Management, Business Planning, Team Leadership, Fundraising, Negotiation, Training, Contract Negotiation, Leadership Development, PowerPoint, Public Relations
Education
Bay Path University 1982 — 1984
Associate in Science, Administrative/Secretarial
Wethersfield High School 1979 — 1982
Raise. the Roof Inc May 2013 - Present
Dale Carnegie Training 2014 - 2014
Allied Group Mortgage Company 1996 - 1998
Community State Bank October 1992 - January 1994
Society for Savings September 1989 - September 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Outlook, Leadership, Customer Service, Mortgage Banking, Mortgage Lending, Residential Mortgages, Retail Banking, Mortgage Underwriting, Finance, Refinance, FHA financing, Mortgage Servicing, Public Speaking, FHA, VA Loans, Loan Origination, Underwriting
Education
Belmont University 2012 — 2013
Bachelor of Science, Liberal Studies
Holmesglen College Melbourne Australia 2007 — 2008
Certification in Microsoft Office and Access Data Base, Computer Software Application
Middle Tennessee State University 2000 — 2002
Business Administration and Management, General
Des Moines Area Community College 1994 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
FIS - Fidelity Information Services Telecomm ProfessionalWebster Bank2003 - Present
Fleet Financial 1998 - 2003
CIGNA 1996 - 1998
Shawmut National 1992 - 1996
Subway 1989 - 1992
Society for Savings 1987 - 1992
Heublein Inc 1986 - 1987
Skills
Vendor Management, Banking, IT Strategy, Telecommunications..., Telecommunication..., Telecommunications..., Disaster Recovery for..., SDLC, Business Analysis
Education
Becker College 1983 — 1986
Associate of Science (AS), Allied Health and Medical Assisting Services
Avaya
Definity G2 Admin and Management
AT&T 1989 — 1989
Certification - System 75 V1, 2 and 3, Telecommunications Engineering
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Liberty Mutual Insurance January 2014 - Present
Cetera Financial Institutions January 2010 - January 2014
LPL Financial Institution Services 2008 - July 2009
Independent Financial Marketing Group 2002 - 2008
Invest Financial 1999 - 2002
Invest Financial 1996 - 1999
Invest Financial 1993 - 1996
Society for Savings 1985 - 1990
Skills
Financial Services, Relationship Management, New Business Development, Life Insurance, Executive Management, Asset Allocation, Financial Analysis, Program Management, Sales, Management, Investment Advisory, Financial Advisory, Due Diligence, Business Development, Alternative Investments, 401k, Leadership, Retirement Planning, Risk Management, Sales Management, Series 63, Series 6, Wealth Management, Project Management, Process Improvement, Equities
Education
The University of Connecticut
Finance
Families in Crisis. Inc. March 2015 - Present
Families in Crisis Inc April 2011 - Present
Families in Crisis, Inc April 2011 - February 2015
CT Adoption & Family Services February 2010 - April 2011
United Church of Chester 2010 - 2010
East Haven Public Schools 2005 - 2007
Branford Public Schools 2002 - 2006
Bright Horizons Family Solutions 1993 - 2000
Society for Savings 1978 - 1993
Society for Savings 1978 - 1993
Skills
Mental Health, Foster Care, Child Welfare, Family Therapy, Treatment, Case Managment, Adolescents, Public Speaking, Mental Health Counseling, Clinical Research, Adults, Psychotherapy, CBT, Program Development, Case Management, Volunteer Management
Education
UCONN School of SW 2010 — 2011
Post Master, Clinical Issues in Children & Trauma
University of New Haven 2004 — 2005
Master, Elementary ed
Eastern Connecticut State University 1993 — 2001
BA, Psychology Children, Youth, Families
Newtown Savings Bank January 2014 - Present
Newtown Savings Bank September 2013 - December 2013
Newtown Savings Bank January 2013 - August 2013
Newtown Savings Bank February 2006 - December 2012
InsurBanc 2002 - 2006
Briarwood College January 2001 - December 2001
The Hartford Courant May 1997 - November 2000
Webster Bank October 1992 - April 1997
First Constitution Bank September 1991 - September 1992
Society For Savings February 1988 - February 1991
Skills
Leadership..., Market Research, Direct Marketing, Strategy, Competitive Analysis, SEO, Leadership, CRM, Market Planning, Retail Banking, Direct Mail, Business Development, Digital Marketing, Banking, Customer Service
Education
Post University
Bachelors, Marketing
University of Hartford
MBA, Marketing
CIGNA Healthcare March 2012 - April 2013
The Hartford June 2001 - December 2011
The Hartford August 2008 - July 2011
SIM RLF Northeast 2010 - 2010
The Hartford Insurance Group October 2006 - August 2008
Chubb Insurance December 1998 - June 2001
Constitution State Corporate Credit Union 1991 - 1995
Constitution State Corporate Credit Union 1991 - 1995
Constitution State Corporate Credit Union 1991 - 1995
Society for Savings 1988 - 1991
Skills
Strategic Delivery, Sourcing, Process Improvement, Project Delivery, Vendor Management, Resource Management, Business Relationship..., Strategy, SDLC, Team Building, Requirements Analysis, Project Portfolio..., Project Management, Business Process, Management, Business Analysis, Disaster Recovery, Leadership, IT Strategy, Visio, ITIL, Program Management, Cross-functional Team..., IT Management, Business Process..., PMP, Team Leadership, IT Service Management, Enterprise Software, Business Intelligence, CRM, IT Operations
Education
SIM RLF Experience 2010 — 2010
The University of Connecticut School of Business 1990 — 1996
MBA, Management of Information Technology
Hofstra University
BA, Biology with a minor in Psychology
Access Health CT July 2013 - Present
The Guardian Life Insurance Company of America May 2012 - June 2013
Riverside Family Therapy July 2011 - May 2013
MassMutual, Inc November 2006 - September 2009
Aetna 1999 - 2006
The Hartford 1992 - 1999
Society for Savings 1987 - 1992
CIGNA 1984 - 1987
Farmington High School 1977 - 1984
Skills
Organizational..., Training, Couples Work, Change Management, Coaching, Public Speaking, Disability Insurance, Analysis, Leadership, Process Improvement, Program Management, Human Resources, Management, Personal Development, Strategic Planning, Health Insurance, Staff Development, Organizational..., Insurance, Employee Training, Life Insurance, Fixed Annuities
Education
Saint Joseph College 2005 — 2011
MA, MFT, Marriage & Family Therapy
Northwestern University 1976 — 1977
MAT, Education
Colgate University 1972 — 1976
Bachelor of Arts (BA), English Language and Literature/Letters
Joel Barlow HS 1968 — 1972
FIS Global June 2013 - Present
MTM October 1998 - Present
MTM Technologies 1998 - June 2013
Micros-To-Mainframes October 1998 - May 2013
Webster Bank October 1998 - April 2013
Bank Boston 1993 - 1998
Society for Savings 1979 - 1993
Skills
Active Directory, Servers, VMware, Operating Systems, Technical Support, Networking, Hardware, Disaster Recovery, Virtualization, Windows Server, Management
Education
Connecticut College 1977 — 1979
Technical degree, Computer
Infinex Financial Group August 2000 - Present
Infinex Financial Group August 2000 - Present
Newtown Savings Bank June 1995 - August 2000
Society for Savings 1987 - 1992
Skills
Series 63, Asset Managment, Series 7, Investments, Alternative Investments, Mutual Funds, Wealth Management, Series 24, Fixed Annuities, Bonds, Retirement, Financial Advisory, IRAs, 401k, Retirement Planning, Strategic Financial..., Asset Management, Asset Allocation, Financial Services
Education
University of Connecticut 1989 — 1992
mba, Finance
Fairfield University 1983 — 1986
University of Connecticut Health Center November 2009 - Present
MassMutual Financial Group March 2008 - October 2009
St Francis Hospital April 2000 - February 2008
Hospital of Saint Raphael June 1989 - March 2000
NCR Corporation August 1988 - June 1989
Connecticut Mutual Life Insurance Co September 1986 - August 1988
Connecticut On-Line Computer Center April 1985 - September 1986
Society for Savings January 1980 - March 1985
Skills
Visio, Project Management, Healthcare Information..., SDLC, Process Improvement, Business Analysis, HIPAA, Software Documentation, MS Project, Management, Leadership, Healthcare, Training
Education
Rensselaer Polytechnic Institute at Hartford
MBA
University of Hartford 1980 — 1984
BA, Social Systems and Policy
Plainville High School 1976 — 1979
College Course of Study
The Hartford Lumber Company January 2004 - Present
Society For Savings August 1981 - October 1984
Skills
Fundraising, Building Materials, Strategic Planning, Account Management, Customer Service, Negotiation, Sales Management, Marketing Strategy, Non-profits, Public Speaking, Event Planning, New Business Development, Contract Negotiation, Sales, Pricing, Product Development, Team Building, Budgets, Business Development, Timber, Inventory Management, Construction, B2B, Wood, Cold Calling, Selling, Wholesale, Key Account Management, Microsoft Word, Inventory Control, Income Statement, Sales Operations, Trade Shows, Leadership
Education
Ohio Wesleyan University 1975 — 1979
BS, History
Deloitte & Touche AccountantDELOITTE & TOUCHE USA LLP2004 - Present
Deloitte & Touche 2004 - 2008
Society for Savings 1977 - 1984
Society for Savings 1977 - 1984
Ernst & Whinney 1975 - 1977
Education
University of Connecticut 1971 — 1975
BS, Accounting
Madsen, Prestley & Parenteau, LLC May 2009 - Present
Shipman & Goodwin LLP May 2001 - April 2009
BankBoston 1990 - 2000
Society for Savings 1988 - 1990
The Hartford Courant 1978 - 1985
Skills
Litigation Support, Litigation, Pleadings, Employment Law, Paralegals, Legal Research, Westlaw, Document Review, Trials, Civil Litigation, Legal Assistance, Legal Writing
Education
The University of Connecticut School of Law 1991 — 1995
J.D., Law
University of Hartford 1989 — 1991
Paralegal Certificate, Legal Studies
Rider University 1974 — 1978
B.A., English
LAD Marketing January 2010 - Present
Miami County YMCA January 2008 - November 2009
Webster Bank 1995 - 2000
Society for Savings 1987 - 1992
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Email Marketing, Social Media Marketing, Integrated Marketing, Advertising, Brand Development, Marketing, Social Media, Public Relations, Corporate Communications, Media Relations, Strategic Planning, Customer Service, Project Management, Budgets, Microsoft Office, Team Building, Product Marketing, Leadership, Direct Mail
Education
Rensselaer Polytechnic Institute 1992 — 1996
Masters, Finance/Marketing
State University of New York at Buffalo 1984 — 1986
BA, Communications
Villa Maria College 1982 — 1984
AAS, Graphic Communications
iRobot 2006 - Present
NIRI - Boston 2005 - 2015
NIRI - Boston 2005 - 2015
Dynamics Research 2002 - 2006
KPMG Corporate Finance 1998 - 2000
Claremont Technology Group 1996 - 1998
McCracken Financial Software 1994 - 1996
Society For Savings 1990 - 1994
Eliot Bank 1985 - 1989
Shawmut Bank 1979 - 1985
Skills
Mergers & Acquisitions, Corporate Development, Investor Relations, Management, Credit, Enterprise Software, Treasury, Loans, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School
BS, Economics
Field Data Services January 2000 - Present
Lincoln Strategy Group September 2014 - November 2014
United States Department of Commerce, Bureau of Census April 1978 - June 2010
Society for Savings June 1986 - September 1989
Skills
Criminal Law, Employment Law, Torts, Elder Law, Legal Reasearch, Real Estate Law, Law & Medicine, Administrative Law (SSD), Family Law, Courts, Document Review, Pleadings, Dispute Resolution, Property Law, Alternative Dispute..., Legal Assistance, Real Estate, Interviews, Litigation, Administrative Law, Legal Research, Legal Writing
Education
Southern New Hampshire University 2014 — 2017
MBA/JD, Business Law, 3.0
Everest University-Tampa 2008 — 2012
Paralegal Studies, Law, 3.81
Lutheran HS East 1969 — 1972
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Parametric Technology Corporation September 2003 - November 2009
Axcelis Technologies 2001 - 2003
Bradlees, Inc. 1998 - 2001
EMC 1997 - 1998
Duracell International Inc. 1990 - 1997
Duracell 1990 - 1997
United Technologies 1979 - 1990
Society for Savings 1976 - 1979
Price Waterhouse Coopers 1974 - 1976
Education
Saint Bonaventure University
BBA, Accounting
University of Connecticut
MBA, Finance
Archdiocese of Hartford June 1998 - Present
Catholic Umbrella Pool, Inc and CUP-RE May 2009 - May 2011
Bank Of Southington January 1993 - December 1997
Society for Savings December 1989 - December 1993
Skills
Portfolio Management, Investments, Finance, Investment Management, Retirement, Financial Modeling, Financial Analysis, Asset Management, Managerial Finance, Mergers & Acquisitions, Risk Management, Financial Reporting, Due Diligence, Strategic Financial..., Restructuring, Strategy, Business Strategy, Strategic Planning, Financial Risk, Budgets
Education
The Yale Instititute 2008 — 2008
None-CPE, Investment Management
Pace University - Lubin School of Business 1982 — 1985
MBA, International Economics & Finance
Siena College 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
New York State Department of Education
CPA
The Hartford December 2006 - Present
Hartford Insurance Co December 2006 - Present
Bank of America January 1976 - September 2005
Bank of America/Fleet Bank January 2000 - January 2005
Bank of Boston January 1994 - January 2000
Society for Savings January 1987 - January 1994
Education
University of Connecticut 1979 — 1983
Finance, Finance/Accounting
United Technologies' Pratt & Whitney Division June 2006 - August 2011
United Technologies 2003 - 2011
United Technologies' Shared Business Services June 2001 - June 2006
Society for Savings January 1970 - January 1984
Education
Central Connecticut State University
BS, Economics
Trinity College
MA, Economics
Weiss Special Operations 2007 - Present
George Weiss Associates June 2000 - August 2007
George Weiss Associates June 1993 - June 2000
ReAL Systems Consulting 1990 - 1993
Central Bank For Savings 1989 - 1990
Society For Savings 1988 - 1989
Northeast Savings Bank 1985 - 1988
Skills
Management, Software Development, Software Project..., Full SDLC, Requirements Analysis, .NET, Visual C#, WPF, WCF, Silverlight, Visual C++, Visual Basic, Microsoft SQL Server, Database Administration, SQL Tuning, T-SQL, Windows, Linux, Unix, Financial Accounting, Investments, Portfolio Management, Project Management, Vendor Management, Vendor Relationships, Consulting, Management Consulting, Trading Systems, SDLC, Business Analysis, SQL, Banking, Databases, Integration, Hedge Funds, Bloomberg, Derivatives, Fixed Income, XML
Education
Southern Connecticut State University
Bachelor's Degree, Accounting and Computer Science