Strata Bank
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Strata Bank Employees
Employee
Years
Job
Industry
Michele DeLima Michele DeLima's Strata Bank Experience July 1998 - July 2000
Job Connection Expert | Copywriter | Speaker | I help you grow your brand and business!
Industry Marketing and Advertising
Experience
Write Transformation January 2007 - Present
Bank of America September 2000 - September 2004
Strata Bank July 1998 - July 2000
Sakura Bank September 1996 - August 1997
Finance Authority of Maine January 1994 - June 1996
ABN AMRO Bank N.V. June 1987 - December 1993
Skills
Public Speaking, Newsletters, Advertising, Press Releases, Copywriting, Non-profits, Graphic Design, Magazines, Nonprofits, Research, Creative Writing, Marketing, Editing, Email Marketing, Online Marketing, Social Media Marketing, Management, Strategic Planning, Marketing Strategy, Social Media, Blogging, Social Networking, Writing, Storytelling, Marketing Communications
Education
Big Shift
Boston College 1985 — 1987
Master of Science, Finance
Boston College 1981 — 1985
Bachelor of Arts, Economics
Marketing Protégé Course 2005 — 2005
Write Transformation January 2007 - Present
Bank of America September 2000 - September 2004
Strata Bank July 1998 - July 2000
Sakura Bank September 1996 - August 1997
Finance Authority of Maine January 1994 - June 1996
ABN AMRO Bank N.V. June 1987 - December 1993
Skills
Public Speaking, Newsletters, Advertising, Press Releases, Copywriting, Non-profits, Graphic Design, Magazines, Nonprofits, Research, Creative Writing, Marketing, Editing, Email Marketing, Online Marketing, Social Media Marketing, Management, Strategic Planning, Marketing Strategy, Social Media, Blogging, Social Networking, Writing, Storytelling, Marketing Communications
Education
Big Shift
Boston College 1985 — 1987
Master of Science, Finance
Boston College 1981 — 1985
Bachelor of Arts, Economics
Marketing Protégé Course 2005 — 2005
Jessica Foster Jessica Foster's Strata Bank Experience April 2008 - July 2009
Job Yoga Instructor
Industry Banking
Experience
Sage Bank November 2013 - Present
First Commons Bank, Newton Centre, MA May 2010 - October 2013
Strata Bank April 2008 - July 2009
ReMax Executive Real Estate 2006 - 2007
Skills
Loans, Internet Banking, Merchant Services, Commercial Lending, Small Business Lending, Branch Management, Banking, Commercial Banking, Credit, Cash Management, Credit Analysis, Credit Risk, Consumer Lending, Retail Banking, Commercial Mortgages, Loan Origination, Lines Of Credit, Portfolio Management, Underwriting, Refinance, Mortgage Banking, USDA, Investments, Asset Based Lending, Residential Mortgages, Wealth Management, Cross Selling, Risk Management, Financial Services, FHA, Financial Analysis, Government Loans, Real Estate Financing, VA loans, Relationship Management, Finance, FHA financing, Asset Management, Strategic Financial...
Education
University of Houston
Sage Bank November 2013 - Present
First Commons Bank, Newton Centre, MA May 2010 - October 2013
Strata Bank April 2008 - July 2009
ReMax Executive Real Estate 2006 - 2007
Skills
Loans, Internet Banking, Merchant Services, Commercial Lending, Small Business Lending, Branch Management, Banking, Commercial Banking, Credit, Cash Management, Credit Analysis, Credit Risk, Consumer Lending, Retail Banking, Commercial Mortgages, Loan Origination, Lines Of Credit, Portfolio Management, Underwriting, Refinance, Mortgage Banking, USDA, Investments, Asset Based Lending, Residential Mortgages, Wealth Management, Cross Selling, Risk Management, Financial Services, FHA, Financial Analysis, Government Loans, Real Estate Financing, VA loans, Relationship Management, Finance, FHA financing, Asset Management, Strategic Financial...
Education
University of Houston
John C. Caliguri John C. Caliguri's Strata Bank Experience May 2005 - May 2008
Job Senior Vice President/Chief Lending Officer at St. Anne's Credit Union
Industry Banking
Experience
St. Anne's Credit Union June 2008 - Present
St. Anne's Credit Union June 2008 - Present
Strata Bank May 2005 - May 2008
Plymouth Savings Bank March 1984 - May 2005
Skills
Commercial,..., Loans, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Banking, Mortgage Banking, Credit Analysis, Refinance, Residential Mortgages, Underwriting, FHA, Commercial Lending, Small Business Lending, Financial Analysis, Commercial Mortgages, Risk Management, Commercial Banking, Construction Loans, Real Estate
Education
Watertown High 1965 — 1967
Deploma
Northeastern University
Degree in Business
St. Anne's Credit Union June 2008 - Present
St. Anne's Credit Union June 2008 - Present
Strata Bank May 2005 - May 2008
Plymouth Savings Bank March 1984 - May 2005
Skills
Commercial,..., Loans, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Banking, Mortgage Banking, Credit Analysis, Refinance, Residential Mortgages, Underwriting, FHA, Commercial Lending, Small Business Lending, Financial Analysis, Commercial Mortgages, Risk Management, Commercial Banking, Construction Loans, Real Estate
Education
Watertown High 1965 — 1967
Deploma
Northeastern University
Degree in Business
Randal Webber Randal Webber's Strata Bank Experience 2008 - 2009
Job Executive Vice President / Chief Lending Officer at Spencer Savings Bank
Industry Banking
Experience
SpencerBANK September 2009 - Present
Strata Bank 2008 - 2009
Flagship Bank and Trust 2002 - 2008
Skills
Commercial Lending, Loans, Small Business Lending, Lines Of Credit, Credit, Commercial Banking, Credit Analysis, Retail Banking, Banking, Commercial Mortgages, Mortgage Lending, Consumer Lending, Mortgage Banking, Loan Origination, Finance
Education
University of Wisconsin - Graduate School of Banking
Financial Managers School - Cetificate
Suffolk University 1992 — 1995
MBA, Finance
Worcester State University 1990 — 1992
BS, Business Administration
SpencerBANK September 2009 - Present
Strata Bank 2008 - 2009
Flagship Bank and Trust 2002 - 2008
Skills
Commercial Lending, Loans, Small Business Lending, Lines Of Credit, Credit, Commercial Banking, Credit Analysis, Retail Banking, Banking, Commercial Mortgages, Mortgage Lending, Consumer Lending, Mortgage Banking, Loan Origination, Finance
Education
University of Wisconsin - Graduate School of Banking
Financial Managers School - Cetificate
Suffolk University 1992 — 1995
MBA, Finance
Worcester State University 1990 — 1992
BS, Business Administration
Stephanie Lincoln's Strata Bank Experience December 2006 - August 2007
Job Key Account Manager at Dean Foods
Industry Marketing and Advertising
Experience
Dean Foods October 2011 - Present
Iannella and Mummolo August 2010 - October 2011
Bridesmaid Trade February 2011 - August 2011
Childs Engineering December 2008 - August 2009
Strata Bank December 2006 - August 2007
Skills
Facebook, Social Media, Blogging, Marketing, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Account Management, Advertising, Marketing Strategy, Social Media Marketing, Adobe Creative Suite, HTML, CSS
Education
Ithaca College 2006 — 2010
BS, Communications, Management and Design
Ithaca College 2006 — 2010
BS, Business/Corporate Communications
Dean Foods October 2011 - Present
Iannella and Mummolo August 2010 - October 2011
Bridesmaid Trade February 2011 - August 2011
Childs Engineering December 2008 - August 2009
Strata Bank December 2006 - August 2007
Skills
Facebook, Social Media, Blogging, Marketing, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Account Management, Advertising, Marketing Strategy, Social Media Marketing, Adobe Creative Suite, HTML, CSS
Education
Ithaca College 2006 — 2010
BS, Communications, Management and Design
Ithaca College 2006 — 2010
BS, Business/Corporate Communications
Richard Kahn Richard Kahn's Strata Bank Experience 2002 - 2009
Job Managing Director at Argent Wealth Management
Industry Financial Services
Experience
Medway Foundation for Education 2006 - Present
Argent Wealth Management February 1999 - Present
Strata Bank 2002 - 2009
CML Group, Inc. November 1991 - February 1999
Deloitte & Touche September 1983 - November 1991
Skills
Investment Advisory, Strategic Financial..., Estate Planning, Financial Services, Tax, Financial Planners, Asset Management, Investment Management, Asset Allocation, Finance, Due Diligence, Wealth Management, Management, Financial Planning, Mergers & Acquisitions, Mutual Funds, Strategic Planning, Financial Analysis, Investments, Private Equity, Strategy, Alternative Investments, Financial Modeling, Portfolio Management, Estate Tax Planning
Education
Boston University School of Law 1984 — 1989
LLM - Taxation
New England School of Law 1980 — 1983
Doctor of Law (JD), Law
SUNY Albany 1976 — 1980
BS, Economics
Northport High School 1975 — 1976
Medway Foundation for Education 2006 - Present
Argent Wealth Management February 1999 - Present
Strata Bank 2002 - 2009
CML Group, Inc. November 1991 - February 1999
Deloitte & Touche September 1983 - November 1991
Skills
Investment Advisory, Strategic Financial..., Estate Planning, Financial Services, Tax, Financial Planners, Asset Management, Investment Management, Asset Allocation, Finance, Due Diligence, Wealth Management, Management, Financial Planning, Mergers & Acquisitions, Mutual Funds, Strategic Planning, Financial Analysis, Investments, Private Equity, Strategy, Alternative Investments, Financial Modeling, Portfolio Management, Estate Tax Planning
Education
Boston University School of Law 1984 — 1989
LLM - Taxation
New England School of Law 1980 — 1983
Doctor of Law (JD), Law
SUNY Albany 1976 — 1980
BS, Economics
Northport High School 1975 — 1976
Chris Vericker's Strata Bank Experience 1999 - 2004
Job Vice President of Commercial Lending at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank 2004 - Present
Emmanuel College 1996 - Present
Strata Bank 1999 - 2004
Federal Reserve Bank of Boston 1989 - 1994
W.R. Grace & Company, Inc. 1987 - 1989
Skills
Finance, Investments, Loans, Banking, Financial Analysis, Credit, Real Estate, Real Estate Economics, Small Business Lending, Mortgage Lending, Portfolio Management, Commercial Banking, Commercial Lending, Cash Management, Credit Analysis, Commercial Real Estate, Underwriting, Financial Services, Small Business, Asset Management, Risk Management, Loan Origination, Financial Structuring, Credit Risk, Cash Flow, Financial Modeling
Education
Pace University - Lubin School of Business 1987 — 1989
M.S.
Saint Peter's College 1985 — 1987
B.S.
Boston University 2007 — 2009
Certificate
Middlesex Savings Bank 2004 - Present
Emmanuel College 1996 - Present
Strata Bank 1999 - 2004
Federal Reserve Bank of Boston 1989 - 1994
W.R. Grace & Company, Inc. 1987 - 1989
Skills
Finance, Investments, Loans, Banking, Financial Analysis, Credit, Real Estate, Real Estate Economics, Small Business Lending, Mortgage Lending, Portfolio Management, Commercial Banking, Commercial Lending, Cash Management, Credit Analysis, Commercial Real Estate, Underwriting, Financial Services, Small Business, Asset Management, Risk Management, Loan Origination, Financial Structuring, Credit Risk, Cash Flow, Financial Modeling
Education
Pace University - Lubin School of Business 1987 — 1989
M.S.
Saint Peter's College 1985 — 1987
B.S.
Boston University 2007 — 2009
Certificate
Bryan Christensen Bryan Christensen's Strata Bank Experience 2004 - 2009
Job VP Regional Branch Manager at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank July 2009 - Present
Medway Lions Club September 2005 - Present
Strata Bank 2004 - 2009
Fleet Bank May 2000 - March 2004
BankBoston 1995 - 2000
Education
University of Arizona 1989 — 1995
BA, Psychology, Business
Stonier
Middlesex Savings Bank July 2009 - Present
Medway Lions Club September 2005 - Present
Strata Bank 2004 - 2009
Fleet Bank May 2000 - March 2004
BankBoston 1995 - 2000
Education
University of Arizona 1989 — 1995
BA, Psychology, Business
Stonier
Colleen DeAngelis Colleen DeAngelis's Strata Bank Experience January 1987 - February 1998
Job Bursar at ColbySawyer College
Industry Financial Services
Experience
Colby-Sawyer College January 2015 - Present
Oliver Wight Americas, Inc. October 2013 - January 2015
Oliver Wight Americas, Inc. May 2010 - October 2013
Wilmot Learning Place August 2007 - August 2009
Middlesex Savings Bank February 1998 - March 2005
Strata Bank January 1987 - February 1998
Skills
Leadership, Budgets, Training, Customer Service, Banking, Forecasting, Human Resources, Strategic Planning, Business Process..., Management Consulting, Team Building, Process Improvement, Operations Management, Supervisory Skills, Microsoft Excel, Change Management, Coaching, Sales, Retail
Education
Dean College 1987 — 1989
Business Administration
Northeastern University - Graduate School of Business Administration
Colby-Sawyer College January 2015 - Present
Oliver Wight Americas, Inc. October 2013 - January 2015
Oliver Wight Americas, Inc. May 2010 - October 2013
Wilmot Learning Place August 2007 - August 2009
Middlesex Savings Bank February 1998 - March 2005
Strata Bank January 1987 - February 1998
Skills
Leadership, Budgets, Training, Customer Service, Banking, Forecasting, Human Resources, Strategic Planning, Business Process..., Management Consulting, Team Building, Process Improvement, Operations Management, Supervisory Skills, Microsoft Excel, Change Management, Coaching, Sales, Retail
Education
Dean College 1987 — 1989
Business Administration
Northeastern University - Graduate School of Business Administration
Bridget Miller's Strata Bank Experience June 2005 - December 2007
Job Senior Accountant Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2012 - Present
State Street Corporation November 2011 - December 2012
State Street Corporation June 2008 - November 2011
F.G. Briggs, Jr., CPA Professional Association January 2008 - May 2008
Strata Bank June 2005 - December 2007
Skills
QuickBooks, ProSystem fx Tax, ProSystem fx Trial..., Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Receivable
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Putnam Investments November 2012 - Present
State Street Corporation November 2011 - December 2012
State Street Corporation June 2008 - November 2011
F.G. Briggs, Jr., CPA Professional Association January 2008 - May 2008
Strata Bank June 2005 - December 2007
Skills
QuickBooks, ProSystem fx Tax, ProSystem fx Trial..., Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Receivable
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Judy Roark-Mackey Judy Roark-Mackey's Strata Bank Experience 2004 - 2005
Job Strategic thinker leading programs to new levels of capability, expansion and growth.
Industry Insurance
Experience
Fallon Health January 2014 - Present
Fallon Total Care, a wholly owned subsidiary of Fallon Health November 2012 - Present
Fallon Health July 2006 - Present
Saint Vincent Hospital, Worcester June 2005 - June 2006
Strata Bank 2004 - 2005
Cambridge Trust Company September 1997 - January 2001
Ginn Publishing 1978 - 1982
Skills
Marketing Strategy, Product Marketing, Market Analysis, Brand Development, Advertising, New Business Development, Internal Communications, Public Relations, Staff Training and..., Strategic Business..., Strategy, Strategic Planning, Business Strategy, Integrated Marketing, Social Media Marketing, Direct Marketing, Media Relations, Leadership, Marketing, Email Marketing, Marketing Communications, Community Outreach, Healthcare, Management, Medicare, Customer Service, Training, Managed Care, Medicaid, Health Insurance, Nonprofits, Event Planning, Public Speaking, Program Management
Education
Salem State University 1970 — 1972
MS, Administration
University of Massachusetts Lowell 1965 — 1969
BS, Education
Fallon Health January 2014 - Present
Fallon Total Care, a wholly owned subsidiary of Fallon Health November 2012 - Present
Fallon Health July 2006 - Present
Saint Vincent Hospital, Worcester June 2005 - June 2006
Strata Bank 2004 - 2005
Cambridge Trust Company September 1997 - January 2001
Ginn Publishing 1978 - 1982
Skills
Marketing Strategy, Product Marketing, Market Analysis, Brand Development, Advertising, New Business Development, Internal Communications, Public Relations, Staff Training and..., Strategic Business..., Strategy, Strategic Planning, Business Strategy, Integrated Marketing, Social Media Marketing, Direct Marketing, Media Relations, Leadership, Marketing, Email Marketing, Marketing Communications, Community Outreach, Healthcare, Management, Medicare, Customer Service, Training, Managed Care, Medicaid, Health Insurance, Nonprofits, Event Planning, Public Speaking, Program Management
Education
Salem State University 1970 — 1972
MS, Administration
University of Massachusetts Lowell 1965 — 1969
BS, Education
Brian Ledwith's Strata Bank Experience 2000 - 2002
Job Senior Vice President / Senior Loan Officer at MutualOne Bank
Industry Commercial Real Estate
Experience
MutualOne Bank February 2015 - Present
MutualOne Bank July 2013 - Present
MutualOne Bank November 2007 - Present
myWMT July 2007 - Present
Benjamin Franklin Bank October 2004 - June 2007
Strata Bank 2000 - 2002
Skills
Real Estate, Banking, Portfolio Management, Financial Analysis, Credit, Negotiation, Commercial Lending, Mortgage Lending, Loans, Credit Analysis, Commercial Banking, Underwriting, Residential Homes, Small Business Lending, Commercial Mortgages, Commercial Real Estate, Loan Servicing, Retail Banking, Asset Based Lending, Loan Origination
Education
Boston College 1986 — 1990
Xaverian Brothers High School 1982 — 1986
Prep
MutualOne Bank February 2015 - Present
MutualOne Bank July 2013 - Present
MutualOne Bank November 2007 - Present
myWMT July 2007 - Present
Benjamin Franklin Bank October 2004 - June 2007
Strata Bank 2000 - 2002
Skills
Real Estate, Banking, Portfolio Management, Financial Analysis, Credit, Negotiation, Commercial Lending, Mortgage Lending, Loans, Credit Analysis, Commercial Banking, Underwriting, Residential Homes, Small Business Lending, Commercial Mortgages, Commercial Real Estate, Loan Servicing, Retail Banking, Asset Based Lending, Loan Origination
Education
Boston College 1986 — 1990
Xaverian Brothers High School 1982 — 1986
Prep
Brian Hanley's Strata Bank Experience June 2004 - July 2009
Job Vice President Commercial Lender for Small Businesses Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank July 2009 - Present
Strata Bank June 2004 - July 2009
Strata Bank June 2004 - October 2007
Abington Savings Bank 2000 - 2004
North Easton Savings Bank 1996 - 2000
Skills
Commercial Lending to..., Networking Connections..., Commercial Lending, Loans, Banking, Credit, Customer Service, Sales, Insurance, Coaching, Team Building, Leadership, Business Development, Financial Services, Branch Banking, Portfolio Management, FHA, Mortgage Lending, Retail Banking, Branch Management, Loan Origination, Consumer Lending, New Business Development, Risk Management, Credit Analysis, Commercial Banking, Management, Strategic Planning, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Credit Risk, Cash Management, Refinance, Finance, Sales Management, Relationship Management, Underwriting, Mortgage Banking, Small Business Lending, Small Business, Real Estate, Investments, Financial Analysis, Cross Selling, Internet Banking, Executive Management, Residential Mortgages, SBA, Financial Structuring
Education
Bridgewater State College 1986 — 1990
Bachelor's Degree, Business Communications
Massachusetts Bankers Association
The School Of Commercial Lending
Middlesex Savings Bank July 2009 - Present
Strata Bank June 2004 - July 2009
Strata Bank June 2004 - October 2007
Abington Savings Bank 2000 - 2004
North Easton Savings Bank 1996 - 2000
Skills
Commercial Lending to..., Networking Connections..., Commercial Lending, Loans, Banking, Credit, Customer Service, Sales, Insurance, Coaching, Team Building, Leadership, Business Development, Financial Services, Branch Banking, Portfolio Management, FHA, Mortgage Lending, Retail Banking, Branch Management, Loan Origination, Consumer Lending, New Business Development, Risk Management, Credit Analysis, Commercial Banking, Management, Strategic Planning, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Credit Risk, Cash Management, Refinance, Finance, Sales Management, Relationship Management, Underwriting, Mortgage Banking, Small Business Lending, Small Business, Real Estate, Investments, Financial Analysis, Cross Selling, Internet Banking, Executive Management, Residential Mortgages, SBA, Financial Structuring
Education
Bridgewater State College 1986 — 1990
Bachelor's Degree, Business Communications
Massachusetts Bankers Association
The School Of Commercial Lending
Kyle Perzanoski Kyle Perzanoski's Strata Bank Experience July 2005 - March 2006
Job Experienced Branch Manager and Sales Coach
Industry Banking
Experience
Brookline Bank February 2012 - Present
Brookline Bank April 2007 - February 2012
Brookline Bank March 2006 - April 2007
Strata Bank July 2005 - March 2006
Citizens Bank September 2003 - July 2005
Citizens Bank April 2002 - September 2003
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Lending, Cash Management, Sales, Business Development, Acting, Branch Banking, Cross Selling, Financial Services, Management, Team Building
Education
Roger Williams University 1994 — 1998
Bachelor of Fine Arts (BFA), Creative Writing, 3.7
Brookline Bank February 2012 - Present
Brookline Bank April 2007 - February 2012
Brookline Bank March 2006 - April 2007
Strata Bank July 2005 - March 2006
Citizens Bank September 2003 - July 2005
Citizens Bank April 2002 - September 2003
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Lending, Cash Management, Sales, Business Development, Acting, Branch Banking, Cross Selling, Financial Services, Management, Team Building
Education
Roger Williams University 1994 — 1998
Bachelor of Fine Arts (BFA), Creative Writing, 3.7
Ann Sherry's Strata Bank Experience April 1996 - October 2003
Job Sr. Vice President at Charles River Bank
Industry Banking
Experience
Charles River Bank October 2003 - Present
New England Financial Marketing Association 2003 - 2004
Strata Bank April 1996 - October 2003
East Boston Savings Bank February 1990 - April 1996
Pioneer Financial June 1985 - November 1989
Skills
Commercial Banking, New Business Development, Banking, Strategic Planning, Segmentation, Business Development, Social Media Marketing, Marketing Communications, Retail Banking, Marketing Strategy, Direct Marketing, Strategy, Financial Services, Public Relations, Management, Commercial Lending, Sales, Portfolio Management, Sales Management, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, Finance/Marketing
Boston College 1981 — 1985
BS, Biology/Mathematics
St. Mary Academy - Bay View 1977 — 1981
St. Edward School
Charles River Bank October 2003 - Present
New England Financial Marketing Association 2003 - 2004
Strata Bank April 1996 - October 2003
East Boston Savings Bank February 1990 - April 1996
Pioneer Financial June 1985 - November 1989
Skills
Commercial Banking, New Business Development, Banking, Strategic Planning, Segmentation, Business Development, Social Media Marketing, Marketing Communications, Retail Banking, Marketing Strategy, Direct Marketing, Strategy, Financial Services, Public Relations, Management, Commercial Lending, Sales, Portfolio Management, Sales Management, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, Finance/Marketing
Boston College 1981 — 1985
BS, Biology/Mathematics
St. Mary Academy - Bay View 1977 — 1981
St. Edward School
Alanna Bodio's Strata Bank Experience September 2002 - March 2005
Job Physician Relations Manager at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare August 2014 - Present
Tenet Healthcare August 2013 - Present
Ivy Ventures LLC May 2012 - August 2013
Novartis Pharmaceuticals May 2009 - April 2012
Novartis Pharmaceuticals April 2005 - May 2009
Strata Bank September 2002 - March 2005
Youthstream Media Networks: Teen.com September 2000 - October 2001
OneMade.com/Hooey Inc. (Acquired by AOL.com) June 1999 - September 2000
Skills
Account Management, Leadership, Prospecting Skills, Business Relationship..., Sales, Cold Calling Experience, Success Driven, Successful track record, Business Analysis, Competitive Analysis, Business Planning, Business Development, Competitive, Lead Generation, Urology, Sales Management, Dermatology, Pharmaceutical Sales, Selling Skills, Endocrinology, Cardiology, Selling, Hospitals, Pharmaceutical Industry, Rheumatology, Product Launch, Cold Calling, Management, Hypertension, Sales Operations, Marketing, Sales Presentations, Training, Gastroenterology, Direct Sales, Hospital Sales, New Business Development, Nephrology, Medical Devices, Managed Care, Sales Effectiveness, Osteoporosis, Pulmonology, Customer Retention, Allergy, Healthcare Industry, Psychiatry, Sales Force Development, Buy & Bill, Neurology
Education
Babson College 1995 — 1999
Bachelor of Science Degree, Business Administration; Marketing & Entrepreneurial Studies
NCHS 1991 — 1995
Tenet Healthcare August 2014 - Present
Tenet Healthcare August 2013 - Present
Ivy Ventures LLC May 2012 - August 2013
Novartis Pharmaceuticals May 2009 - April 2012
Novartis Pharmaceuticals April 2005 - May 2009
Strata Bank September 2002 - March 2005
Youthstream Media Networks: Teen.com September 2000 - October 2001
OneMade.com/Hooey Inc. (Acquired by AOL.com) June 1999 - September 2000
Skills
Account Management, Leadership, Prospecting Skills, Business Relationship..., Sales, Cold Calling Experience, Success Driven, Successful track record, Business Analysis, Competitive Analysis, Business Planning, Business Development, Competitive, Lead Generation, Urology, Sales Management, Dermatology, Pharmaceutical Sales, Selling Skills, Endocrinology, Cardiology, Selling, Hospitals, Pharmaceutical Industry, Rheumatology, Product Launch, Cold Calling, Management, Hypertension, Sales Operations, Marketing, Sales Presentations, Training, Gastroenterology, Direct Sales, Hospital Sales, New Business Development, Nephrology, Medical Devices, Managed Care, Sales Effectiveness, Osteoporosis, Pulmonology, Customer Retention, Allergy, Healthcare Industry, Psychiatry, Sales Force Development, Buy & Bill, Neurology
Education
Babson College 1995 — 1999
Bachelor of Science Degree, Business Administration; Marketing & Entrepreneurial Studies
NCHS 1991 — 1995
Corinne Barber's Strata Bank Experience 2008 - 2009
Job Development Officer at Rhode Island Historical Society
Industry Nonprofit Organization Management
Experience
Rhode Island Historical Society April 2015 - Present
PVD Lady Project November 2014 - Present
WaterFire Providence January 2012 - April 2015
Advocates, Inc September 2009 - August 2010
Worcester Center for Crafts January 2008 - January 2009
Strata Bank 2008 - 2009
Higgins Armory Museum January 2007 - May 2008
Clark University Visual & Performing Arts September 2003 - May 2007
Skills
Sage 50 Donor Database, Salesforce.com, E-tapestry Donor..., Raiser's Edge, Microsoft Office, Macintosh Operating..., Annual Giving, Grant Management, Event Planning, Social Media, Strategic Planning, Research, Volunteer Training, Program Management, Fundraising, Community Outreach, Organizational..., Newsletters, Social Services, Grants, Program Development, Press Releases, Direct Mail, Non-profit..., Editing, Teaching, Volunteer Management, Social Media Marketing, Non-profits, Grant Writing, Proposal Writing, Nonprofits, Stewardship, Leadership, Marketing Strategy, Mac OS, Project Management, Media Relations, Community Development, Strategy, CRM, Resource Development, Planned Giving, Philanthropy, Community Organizing, Management, Public Relations, Sponsorship, Social Networking, Project Planning
Education
Clark University 2007 — 2008
M.P.A., Public Administration
Clark University 2003 — 2007
B.A., Government & International relations
Rhode Island Historical Society April 2015 - Present
PVD Lady Project November 2014 - Present
WaterFire Providence January 2012 - April 2015
Advocates, Inc September 2009 - August 2010
Worcester Center for Crafts January 2008 - January 2009
Strata Bank 2008 - 2009
Higgins Armory Museum January 2007 - May 2008
Clark University Visual & Performing Arts September 2003 - May 2007
Skills
Sage 50 Donor Database, Salesforce.com, E-tapestry Donor..., Raiser's Edge, Microsoft Office, Macintosh Operating..., Annual Giving, Grant Management, Event Planning, Social Media, Strategic Planning, Research, Volunteer Training, Program Management, Fundraising, Community Outreach, Organizational..., Newsletters, Social Services, Grants, Program Development, Press Releases, Direct Mail, Non-profit..., Editing, Teaching, Volunteer Management, Social Media Marketing, Non-profits, Grant Writing, Proposal Writing, Nonprofits, Stewardship, Leadership, Marketing Strategy, Mac OS, Project Management, Media Relations, Community Development, Strategy, CRM, Resource Development, Planned Giving, Philanthropy, Community Organizing, Management, Public Relations, Sponsorship, Social Networking, Project Planning
Education
Clark University 2007 — 2008
M.P.A., Public Administration
Clark University 2003 — 2007
B.A., Government & International relations
Corrinne Wiersma Corrinne Wiersma's Strata Bank Experience January 1999 - April 2003
Job AVP Training at Avidia Bank
Industry Banking
Experience
Avidia Bank April 2002 - Present
Strata Bank January 1999 - April 2003
BankBoston December 1994 - January 1999
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Software Project..., Financial Risk, Bank Secrecy Act, AML, Mortgage Lending, Financial Reporting, Operational Risk, Accounting, Risk Management, Commercial Lending, Portfolio Management, Loan Origination, Credit Risk, Training, Credit Analysis, Consumer Lending, Underwriting, Customer Service, Strategic Planning, Management, Cross Selling, Lines Of Credit, Branch Management, Mortgage Banking, Sales, Cash Management, KYC, Mortgage Underwriting, Executive Management, Small Business Lending, Loan Servicing, Business Development, Financial Analysis, Deposits, Branch Banking
Education
University of Phoenix 2011 — 2017
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Dean College 1994 — 2004
Business Administration
Avidia Bank April 2002 - Present
Strata Bank January 1999 - April 2003
BankBoston December 1994 - January 1999
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Software Project..., Financial Risk, Bank Secrecy Act, AML, Mortgage Lending, Financial Reporting, Operational Risk, Accounting, Risk Management, Commercial Lending, Portfolio Management, Loan Origination, Credit Risk, Training, Credit Analysis, Consumer Lending, Underwriting, Customer Service, Strategic Planning, Management, Cross Selling, Lines Of Credit, Branch Management, Mortgage Banking, Sales, Cash Management, KYC, Mortgage Underwriting, Executive Management, Small Business Lending, Loan Servicing, Business Development, Financial Analysis, Deposits, Branch Banking
Education
University of Phoenix 2011 — 2017
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Dean College 1994 — 2004
Business Administration
Tara Brauninger's Strata Bank Experience April 2000 - January 2005
Job Senior Corporate Accountant at EMC
Industry Information Technology and Services
Experience
EMC March 2012 - Present
EMC January 2009 - March 2012
EMC November 2007 - January 2009
EMC October 2006 - May 2008
EMC July 2006 - November 2007
EMC May 2005 - June 2006
Strata Bank April 2000 - January 2005
Skills
Financial Reporting, General Ledger, Revenue Recognition, Six Sigma Green Belt..., SAP ERP, Oracle, eRoom, Brio Query, Microsoft Excel, MS Access, Outlook, PowerPoint, Lync, Essbase, ADP Payroll
Education
Bentley College 2002 — 2006
BS, Accounting
Medway High School
EMC March 2012 - Present
EMC January 2009 - March 2012
EMC November 2007 - January 2009
EMC October 2006 - May 2008
EMC July 2006 - November 2007
EMC May 2005 - June 2006
Strata Bank April 2000 - January 2005
Skills
Financial Reporting, General Ledger, Revenue Recognition, Six Sigma Green Belt..., SAP ERP, Oracle, eRoom, Brio Query, Microsoft Excel, MS Access, Outlook, PowerPoint, Lync, Essbase, ADP Payroll
Education
Bentley College 2002 — 2006
BS, Accounting
Medway High School
Carol Swartz's Strata Bank Experience 2005 - 2006
Job Regional Vice President Strategic Alliances at Intellinet
Industry Information Technology and Services
Experience
Intellinet February 2015 - Present
Innovative Computer Systems, Inc November 2011 - Present
Grace Hunt March 2011 - September 2011
Sentri February 2008 - March 2011
Strata Bank 2005 - 2006
Bisys Networking Services/Netivity Solutions 1999 - 2002
Alpine Computer Systems 1995 - 1999
Skills
Marketing, Microsoft CRM, Demand Generation, Lead Generation, New Business Development, Strategic Planning, Marketing Strategy, Email Marketing, Business Development, Unified Communications, Partner Management, SaaS, Sales, Event Planning, Strategy, Management, Solution Selling, Managed Services, Account Management, Strategic Partnerships, Cloud Computing, Enterprise Software, Leadership, Sales Process, Program Management, SharePoint, CRM, Training, Business Intelligence, Professional Services, Go-to-market Strategy, Sales Enablement, Product Marketing, Business Alliances, Product Management, Selling
Education
Massachusetts College of Liberal Arts
BA
Intellinet February 2015 - Present
Innovative Computer Systems, Inc November 2011 - Present
Grace Hunt March 2011 - September 2011
Sentri February 2008 - March 2011
Strata Bank 2005 - 2006
Bisys Networking Services/Netivity Solutions 1999 - 2002
Alpine Computer Systems 1995 - 1999
Skills
Marketing, Microsoft CRM, Demand Generation, Lead Generation, New Business Development, Strategic Planning, Marketing Strategy, Email Marketing, Business Development, Unified Communications, Partner Management, SaaS, Sales, Event Planning, Strategy, Management, Solution Selling, Managed Services, Account Management, Strategic Partnerships, Cloud Computing, Enterprise Software, Leadership, Sales Process, Program Management, SharePoint, CRM, Training, Business Intelligence, Professional Services, Go-to-market Strategy, Sales Enablement, Product Marketing, Business Alliances, Product Management, Selling
Education
Massachusetts College of Liberal Arts
BA
Stephanie K. Comeau's Strata Bank Experience 2000 - 2002
Job Vice President Rockland Trust
Industry Banking
Experience
Rockland Trust November 2014 - Present
Santander Bank 2002 - November 2014
Strata Bank 2000 - 2002
Fleet Bank 1991 - 2000
Skills
Sales Management, Team Leadership, Operations Management, Series 6 and Series 63..., Massachusetts Insurance..., Building Relationships, Staff Development, Staff Management, New Business Development, Small Business, Banking, Business Development, Coaching, Insurance, Human Resources, Customer Service, Cold Calling, Networking, Management, Series 6, Small Business Lending, Time Management, Sales, Strategic Planning, Credit
Education
Northeastern University 1991 — 2000
BSBA, Business Management
University of Massachusetts Dartmouth 1989 — 1991
Fine Arts
Rockland Trust November 2014 - Present
Santander Bank 2002 - November 2014
Strata Bank 2000 - 2002
Fleet Bank 1991 - 2000
Skills
Sales Management, Team Leadership, Operations Management, Series 6 and Series 63..., Massachusetts Insurance..., Building Relationships, Staff Development, Staff Management, New Business Development, Small Business, Banking, Business Development, Coaching, Insurance, Human Resources, Customer Service, Cold Calling, Networking, Management, Series 6, Small Business Lending, Time Management, Sales, Strategic Planning, Credit
Education
Northeastern University 1991 — 2000
BSBA, Business Management
University of Massachusetts Dartmouth 1989 — 1991
Fine Arts
Paula Clifford's Strata Bank Experience October 2003 - October 2005
Job Production Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments March 2010 - September 2015
Fidelity Investments October 2005 - February 2009
Strata Bank October 2003 - October 2005
Domestic Bank August 2002 - June 2003
Medford Bank 1999 - 2002
Skills
Marketing Communications, Advertising, Marketing, Graphic Design, Project Management, Business Development, Blogging, Photography, Team Building, Editing, Research, Microsoft Excel, Process Improvement, Time Management, Direct Mail, Email Marketing, Direct Marketing, Teamwork, Marketing Strategy, Corporate Identity, Newsletters, Adobe Creative Suite, Strategic Planning
Education
Northeastern University 1991 — 1996
B.S., Communications
Fidelity Investments September 2015 - Present
Fidelity Investments March 2010 - September 2015
Fidelity Investments October 2005 - February 2009
Strata Bank October 2003 - October 2005
Domestic Bank August 2002 - June 2003
Medford Bank 1999 - 2002
Skills
Marketing Communications, Advertising, Marketing, Graphic Design, Project Management, Business Development, Blogging, Photography, Team Building, Editing, Research, Microsoft Excel, Process Improvement, Time Management, Direct Mail, Email Marketing, Direct Marketing, Teamwork, Marketing Strategy, Corporate Identity, Newsletters, Adobe Creative Suite, Strategic Planning
Education
Northeastern University 1991 — 1996
B.S., Communications
Marie McCabe's Strata Bank Experience September 2003 - July 2009
Job Success Real Estate 508.736.8356 and Consumer Workout Specialist
Industry Real Estate
Experience
Middlesex Savings Bank July 2007 - Present
Success! Real Estate May 2013 - Present
Norfolk Real Estate Group September 2005 - May 2013
Strata Bank September 2003 - July 2009
Molecular Tool September 1992 - September 1993
Cooley Manion Jones LLP February 1987 - March 1993
Dorchester District Court July 1984 - February 1987
Skills
Credit, Loans, Portfolio Management, Sales, Negotiation, Commercial Lending, Banking, Analysis, Investment Properties, Mortgage Lending, Commercial Banking, Real Estate, Financial Analysis, Credit Analysis, Small Business Lending, Customer Service, Commercial Mortgages, Investments, Finance, Training, Small Business, Management
Education
Archbishop Williams
NEREA
St Brendans
Stonehill College
Bachelor, Management
Middlesex Savings Bank July 2007 - Present
Success! Real Estate May 2013 - Present
Norfolk Real Estate Group September 2005 - May 2013
Strata Bank September 2003 - July 2009
Molecular Tool September 1992 - September 1993
Cooley Manion Jones LLP February 1987 - March 1993
Dorchester District Court July 1984 - February 1987
Skills
Credit, Loans, Portfolio Management, Sales, Negotiation, Commercial Lending, Banking, Analysis, Investment Properties, Mortgage Lending, Commercial Banking, Real Estate, Financial Analysis, Credit Analysis, Small Business Lending, Customer Service, Commercial Mortgages, Investments, Finance, Training, Small Business, Management
Education
Archbishop Williams
NEREA
St Brendans
Stonehill College
Bachelor, Management
Andrea Nardini Murphy's Strata Bank Experience 2008 - 2009
Job Marketing Director at Synasoma
Industry Electrical/Electronic Manufacturing
Experience
Synasoma September 2015 - Present
Three-C "3C" Electrical Company June 2009 - August 2015
Strata Bank 2008 - 2009
Norwood Bank 2004 - 2008
Middlesex Savings Bank 1996 - 2004
Skills
Corporate Communications
Education
Leadership Metrowest 2003 — 2004
Framingham State College 1988 — 1992
BS, Business Administration
Synasoma September 2015 - Present
Three-C "3C" Electrical Company June 2009 - August 2015
Strata Bank 2008 - 2009
Norwood Bank 2004 - 2008
Middlesex Savings Bank 1996 - 2004
Skills
Corporate Communications
Education
Leadership Metrowest 2003 — 2004
Framingham State College 1988 — 1992
BS, Business Administration
Sarah Papajohn's Strata Bank Experience January 2005 - February 2007
Job
Industry Computer Software
Experience
Papajohn House June 2014 - Present
Verisk Health July 2007 - June 2014
South Shore Savings Bank February 2007 - July 2007
Strata Bank January 2005 - February 2007
Sovereign Bank January 2002 - December 2004
Education
Bridgewater State University 2002 — 2006
Marketing
Papajohn House June 2014 - Present
Verisk Health July 2007 - June 2014
South Shore Savings Bank February 2007 - July 2007
Strata Bank January 2005 - February 2007
Sovereign Bank January 2002 - December 2004
Education
Bridgewater State University 2002 — 2006
Marketing
Anne Marie (McCarney) St. Pierre's Strata Bank Experience June 1999 - July 2001
Job HRIS Analyst at Keurig Green Mountain, Inc
Industry Human Resources
Experience
Keurig Green Mountain, Inc December 2012 - Present
Brandeis University May 2012 - December 2012
Brandeis University February 2011 - May 2012
Brandeis University September 2004 - February 2011
Brandeis University July 2001 - September 2004
Strata Bank June 1999 - July 2001
Skills
Data Analysis, Customer Service, Employee Benefits, PeopleSoft, HRIS, Human Resources, Benefits Administration, Microsoft Excel, Microsoft Office, Management, Employee Relations, Deferred Compensation, Payroll, Analysis
Education
Northeastern University 2009 — 2011
Graduate Certificate, Human Resources Management
Oracle University
Brandeis University 2002 — 2005
Graduate Certificate, Web Content Development
Framingham State University 1996 — 2000
BA, Sociology, with a minor in Psychology
Keurig Green Mountain, Inc December 2012 - Present
Brandeis University May 2012 - December 2012
Brandeis University February 2011 - May 2012
Brandeis University September 2004 - February 2011
Brandeis University July 2001 - September 2004
Strata Bank June 1999 - July 2001
Skills
Data Analysis, Customer Service, Employee Benefits, PeopleSoft, HRIS, Human Resources, Benefits Administration, Microsoft Excel, Microsoft Office, Management, Employee Relations, Deferred Compensation, Payroll, Analysis
Education
Northeastern University 2009 — 2011
Graduate Certificate, Human Resources Management
Oracle University
Brandeis University 2002 — 2005
Graduate Certificate, Web Content Development
Framingham State University 1996 — 2000
BA, Sociology, with a minor in Psychology
Ann Marie Van De Giesen's Strata Bank Experience May 2005 - June 2009
Job Franchisee at VDG Salons, LLC/Great Clips
Industry Banking
Experience
VDG Salons, LLC/Great Clips December 2008 - Present
Middlesex Savings Bank May 2005 - May 2012
Strata Bank May 2005 - June 2009
Bank of America September 1979 - May 2005
Skills
Banking, Customer Service, Loans, Team Building, Coaching, Business Development, Branch Management
Education
Bryant University 1980 — 1982
VDG Salons, LLC/Great Clips December 2008 - Present
Middlesex Savings Bank May 2005 - May 2012
Strata Bank May 2005 - June 2009
Bank of America September 1979 - May 2005
Skills
Banking, Customer Service, Loans, Team Building, Coaching, Business Development, Branch Management
Education
Bryant University 1980 — 1982
Dorian Osmani's Strata Bank Experience November 2002 - August 2007
Job Sr. Vice President/Sr. Client Manager at Bank of America
Industry Banking
Experience
Bank of America December 2011 - Present
Sovereign Bank March 2010 - December 2011
Digital Credit Union September 2007 - April 2010
Strata Bank November 2002 - August 2007
Fleet Bank June 1999 - November 2002
Textron Financial Corp June 1998 - June 1999
Bank of Boston May 1997 - June 1998
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate
Education
other 1997 — 1998
other, Banking/Underwriting
Providence College 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BS, Finance
Bank of America December 2011 - Present
Sovereign Bank March 2010 - December 2011
Digital Credit Union September 2007 - April 2010
Strata Bank November 2002 - August 2007
Fleet Bank June 1999 - November 2002
Textron Financial Corp June 1998 - June 1999
Bank of Boston May 1997 - June 1998
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate
Education
other 1997 — 1998
other, Banking/Underwriting
Providence College 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BS, Finance
Linda Dyer's Strata Bank Experience 2004 - 2007
Job Commercial Lender AVP Pilgrim Bank
Industry Commercial Real Estate
Experience
Pilgrim Bank May 2007 - Present
Strata Bank 2004 - 2007
Education
University of Massachusetts Boston
MBA
Pilgrim Bank May 2007 - Present
Strata Bank 2004 - 2007
Education
University of Massachusetts Boston
MBA
Kimberly King (Grassey)'s Strata Bank Experience 2001 - 2004
Job Seasoned Commercial Credit Professional >> Portfolio Manager >> Identifying and Minimizing Credit Risk
Industry Banking
Experience
Rockland Trust Company August 2010 - Present
Charles River Bank May 2009 - August 2010
Benjamin Franklin Bank September 2003 - May 2009
Strata Bank 2001 - 2004
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Credit Risk, Construction Loans, SBA, Lines Of Credit, Real Estate Lending, Loan Servicing, Banking, Financial Analysis, Relationship Management, C, Commercial Real Estate, Small Business, Cash Flow Lending, Asset Based Lending, Loan Origination
Education
Milford High School 1995 — 2000
University of Phoenix
Bachelors, Business Management
Rockland Trust Company August 2010 - Present
Charles River Bank May 2009 - August 2010
Benjamin Franklin Bank September 2003 - May 2009
Strata Bank 2001 - 2004
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Credit Risk, Construction Loans, SBA, Lines Of Credit, Real Estate Lending, Loan Servicing, Banking, Financial Analysis, Relationship Management, C, Commercial Real Estate, Small Business, Cash Flow Lending, Asset Based Lending, Loan Origination
Education
Milford High School 1995 — 2000
University of Phoenix
Bachelors, Business Management
Kristi Hough's Strata Bank Experience January 1999 - August 2009
Job Commercial Lending Specialist at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company April 2011 - Present
Middlesex Savings Bank August 2009 - April 2011
Strata Bank January 1999 - August 2009
Skills
Loans, Commercial Lending, Banking, Customer Service
Education
Dean College 1993 — 1997
Associates Degree, Small Business Management
Rockland Trust Company April 2011 - Present
Middlesex Savings Bank August 2009 - April 2011
Strata Bank January 1999 - August 2009
Skills
Loans, Commercial Lending, Banking, Customer Service
Education
Dean College 1993 — 1997
Associates Degree, Small Business Management
Amy Butler Gow's Strata Bank Experience August 2002 - May 2009
Job Assessor' Office
Industry Government Administration
Experience
Town of Dover January 2012 - Present
Bridgewater Credit Union July 2010 - April 2012
Town of Holliston October 2009 - June 2010
Strata Bank August 2002 - May 2009
Associates Commercial Corp 1989 - 2001
Jordan Marsh Co 1978 - 1992
Electric Time Co 1988 - 1989
Eaton Financial Corp October 1984 - May 1988
Skills
Loans, Customer Service, Outlook, Accounts Payable, Retail, Credit, Microsoft Excel, Purchasing, Sales, Leadership, Accounting, Customer Satisfaction, Banking, Finance, Retail Banking, Time Management, Financial Analysis
Education
Endicott College 1980 — 1982
Associates, Business
Holliston High School 1976 — 1980
Diploma, Business
Town of Dover January 2012 - Present
Bridgewater Credit Union July 2010 - April 2012
Town of Holliston October 2009 - June 2010
Strata Bank August 2002 - May 2009
Associates Commercial Corp 1989 - 2001
Jordan Marsh Co 1978 - 1992
Electric Time Co 1988 - 1989
Eaton Financial Corp October 1984 - May 1988
Skills
Loans, Customer Service, Outlook, Accounts Payable, Retail, Credit, Microsoft Excel, Purchasing, Sales, Leadership, Accounting, Customer Satisfaction, Banking, Finance, Retail Banking, Time Management, Financial Analysis
Education
Endicott College 1980 — 1982
Associates, Business
Holliston High School 1976 — 1980
Diploma, Business
Dale Lawrence's Strata Bank Experience January 2004 - May 2009
Job Mortgage Advisor at PHH Mortgage
Industry Banking
Experience
PHH Mortgage April 2014 - Present
Citizens Bank May 2011 - March 2014
First Home Mortgage December 2009 - July 2011
National City/PNC Mortgage June 2009 - November 2009
Strata Bank January 2004 - May 2009
Marathon Mortgage Company August 2002 - January 2004
Boston Scientific March 1994 - April 2002
Skills
Mortgage Lending, Credit, Loans, Reverse Mortgages, First Time Home Buyers, FHA, Investment Properties, Program Management, Contract Negotiation, Residential Homes, Training, Customer Service, Management, Refinance, FHA financing, Loan Origination
Education
Bridgewater State University 1980 — 1986
BS, Business/Management Science
Lesley University
PHH Mortgage April 2014 - Present
Citizens Bank May 2011 - March 2014
First Home Mortgage December 2009 - July 2011
National City/PNC Mortgage June 2009 - November 2009
Strata Bank January 2004 - May 2009
Marathon Mortgage Company August 2002 - January 2004
Boston Scientific March 1994 - April 2002
Skills
Mortgage Lending, Credit, Loans, Reverse Mortgages, First Time Home Buyers, FHA, Investment Properties, Program Management, Contract Negotiation, Residential Homes, Training, Customer Service, Management, Refinance, FHA financing, Loan Origination
Education
Bridgewater State University 1980 — 1986
BS, Business/Management Science
Lesley University
Joyce Danielson's Strata Bank Experience November 2001 - July 2009
Job Director of Human Resources at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank August 2009 - Present
Strata Bank November 2001 - July 2009
Skills
Banking, Deferred Compensation, Process Improvement, Employee Relations, Leadership, Human Resources, Coaching, Strategic Planning, Payroll, Employee Benefits, Recruiting, Executive Pay, Management, Talent Acquisition, Mergers & Acquisitions
Education
WPI /Clark University
MS, Graduate School of Management
Clark University
Graduate Management Program, Business
Anna Maria College
BA
Belmont Savings Bank August 2009 - Present
Strata Bank November 2001 - July 2009
Skills
Banking, Deferred Compensation, Process Improvement, Employee Relations, Leadership, Human Resources, Coaching, Strategic Planning, Payroll, Employee Benefits, Recruiting, Executive Pay, Management, Talent Acquisition, Mergers & Acquisitions
Education
WPI /Clark University
MS, Graduate School of Management
Clark University
Graduate Management Program, Business
Anna Maria College
BA
Cheryl Costa's Strata Bank Experience May 2002 - October 2003
Job Branch Manager at People's Credit Union
Industry Banking
Experience
Portsmouth Business Association June 2014 - Present
People's Credit Union February 2014 - Present
People's Credit Union March 2013 - February 2014
Bank of America July 2011 - February 2013
Bank of America April 2007 - January 2009
Bank of America December 2005 - March 2007
Bank of America March 2005 - December 2005
Bridgewater Savings Bank October 2003 - August 2004
Strata Bank May 2002 - October 2003
Skills
Banking, Credit, Business Development, CRM, Loans, Leadership, Commercial Banking, New Business Development, Commercial Lending, Investments, Sales, Mortgage Lending
Education
University of Massachusetts Dartmouth 1995 — 1999
Bachelor's of Science, Marketing
Portsmouth Business Association June 2014 - Present
People's Credit Union February 2014 - Present
People's Credit Union March 2013 - February 2014
Bank of America July 2011 - February 2013
Bank of America April 2007 - January 2009
Bank of America December 2005 - March 2007
Bank of America March 2005 - December 2005
Bridgewater Savings Bank October 2003 - August 2004
Strata Bank May 2002 - October 2003
Skills
Banking, Credit, Business Development, CRM, Loans, Leadership, Commercial Banking, New Business Development, Commercial Lending, Investments, Sales, Mortgage Lending
Education
University of Massachusetts Dartmouth 1995 — 1999
Bachelor's of Science, Marketing
Gregg Washburn's Strata Bank Experience October 2005 - July 2009
Job Credit Analyst at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank November 2012 - Present
Middlesex Savings Bank July 2009 - November 2012
Strata Bank October 2005 - July 2009
Grafton Suburban Credit Union October 2003 - April 2005
Chrysler Financial August 1996 - October 2003
Skills
Loans, Consumer Lending, Credit, Commercial Lending, Financial Risk, Commercial Banking, Banking, Mortgage Lending, Credit Analysis, Financial Statement..., Credit Risk, Underwriting, Portfolio Management, Lines Of Credit, Small Business Lending
Education
Bridgewater State University 1993 — 1996
BS, Management - Human Resources
Middlesex Savings Bank November 2012 - Present
Middlesex Savings Bank July 2009 - November 2012
Strata Bank October 2005 - July 2009
Grafton Suburban Credit Union October 2003 - April 2005
Chrysler Financial August 1996 - October 2003
Skills
Loans, Consumer Lending, Credit, Commercial Lending, Financial Risk, Commercial Banking, Banking, Mortgage Lending, Credit Analysis, Financial Statement..., Credit Risk, Underwriting, Portfolio Management, Lines Of Credit, Small Business Lending
Education
Bridgewater State University 1993 — 1996
BS, Management - Human Resources
Mary Carol Lodge's Strata Bank Experience May 2002 - December 2004
Job Guest Service Associate at Hampton Inn
Industry Hospitality
Experience
Hampton Inn October 2006 - June 2010
Lowe's Home Center June 2005 - October 2006
Strata Bank May 2002 - December 2004
Decathlon Sports January 1999 - January 2000
The Sports Authority January 1995 - January 1999
Education
Becker College 1975 — 1978
AA, Recreational Leadership
Hampton Inn October 2006 - June 2010
Lowe's Home Center June 2005 - October 2006
Strata Bank May 2002 - December 2004
Decathlon Sports January 1999 - January 2000
The Sports Authority January 1995 - January 1999
Education
Becker College 1975 — 1978
AA, Recreational Leadership