The Cooperative Bank of Cape Cod
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The Cooperative Bank of Cape Cod Employees
Citi January 2014 - Present
Citi January 2013 - January 2014
Citi July 2011 - December 2012
FBR Capital Markets September 2010 - December 2010
FBR Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
The Cooperative Bank of Cape Cod May 2008 - August 2008
Signature Real Estate May 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Business Administration; Graduated Cum Laude, Finance & Management, Leadership, and Innovation. Focus: Strategy & Entrepreneurship
Escola Superior de Comerç Internacional, Universitat Pompeu Fabra 2009 — 2009
Study Abroad, International Business
Phillips Exeter Academy 2003 — 2007
Classics Diploma, Graduated with High Honors
The Cooperative Bank of Cape Cod April 2015 - Present
The Cooperative Bank of Cape Cod October 2012 - Present
The Cooperative Bank of Cape Cod January 2006 - October 2012
The Cooperative Bank of Cape Cod August 2002 - January 2006
The Weathervane September 2000 - August 2002
Skills
Retail Banking, Consumer Lending, Customer Service, Commercial Banking, Banking, Sales, Microsoft Office, Small Business Lending, Loans, Portfolio Management, Management, Accounting, Microsoft Excel, Analysis, Microsoft Word, Credit, Retail, Outlook, Procedure Development, IRAs, Customer Support, Internal Audit, Security, Insyte Reporting, Mortgage Lending, Credit Analysis, PowerPoint, Delinquency Management, Compliance Support, HMDA, CRA, Compliance, Flood Monitoring
Education
Cape Cod Community College
Stop and Shop February 1988 - Present
The Cooperative Bank of Cape Cod December 1978 - February 1985
Skills
HIPAA, Customer Service, Pharmacy, Time Management, Inventory Management, Outlook, Retail, Teamwork
Education
Marist College 1976 — 1978
Bachelor's degree, Communication, General
Cape Cod Community College 1973 — 1975
Associate of Arts (AA)
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
Tocci & Lee, LLC February 2014 - Present
The Cooperative Bank of Cape Cod January 2013 - January 2014
National Sea Grant Law Center June 2011 - May 2012
Education
University of Mississippi School of Law 2009 — 2012
Doctor of Law (JD)
Saint Lawrence University 2004 — 2008
Bachelor of Arts (BA), Economics and History
Disc Jockey Services December 1992 - Present
Millstores October 2011 - June 2013
Barnes & Noble November 2007 - August 2011
Borders November 2003 - November 2007
WQRC 99.9/Ocean 104 January 1991 - January 1999
The Cooperative Bank of Cape Cod 1985 - 1985
Michaels at Sandy Neck 1983 - 1985
Skills
Sales, Management, Customer Service, Music, Entertainment, Corporate Events, Recording, Broadcast, Interviews, Computers, Public Broadcasting, Wood Shop, Gardening
Education
Framingham State College 1984 — 1989
Bachelor of Science (B.S.), Business Administration
Sandwich High School 1981 — 1984
The Cooperative Bank of Cape Cod May 2011 - Present
The Cooperative Bank of Cape Cod May 2012 - August 2012
Skills
Marketing, Microsoft Word, Microsoft Office, Market Research, Leadership, Teamwork, Sales, Advertising, Facebook, Time Management, Financial Analysis, Social Media Marketing, PowerPoint, Microsoft Excel, Customer Service, SPSS, Marketing Research, Management
Education
Bryant University 2010 — 2013
Bachelor of Science, Marketing, Economics
KPMG June 2015 - August 2015
The Cooperative Bank of Cape Cod May 2015 - June 2015
Bentley Investment Group September 2014 - May 2015
The Cooperative Bank of Cape Cod May 2014 - August 2014
The Cooperative Bank of Cape Cod May 2013 - August 2013
The Ridge Club & Hyannisport Golf Club April 2007 - August 2013
Skills
Sales, Microsoft Excel, Investments, Stock Trading, Finance, Management, Market Research, Leadership, Teamwork, Research, Time Management, Outlook
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science Degree, Finance, General
Sandwich High School 2008 — 2012
High School Diploma
Santander Bank, N.A. July 2015 - Present
The Cooperative Bank of Cape Cod June 2003 - July 2015
Goldman, Sachs & Co. 2000 - 2003
Skills
Banking, Financial Risk, Credit, Strategic Planning, Loans, Management, Customer Service, Securities, Vendor Management, Fixed Income, Risk Management, Commercial Banking, Credit Analysis, Portfolio Management, Retail Banking, Commercial Lending, Mortgage Lending, Compliance Management, Employee Training
Education
Franklin & Marshall College
Community Leadership Institute of Cape Cod and the Islands
The Cooperative Bank of Cape Cod May 2014 - Present
Sid Wainer & Son October 2013 - January 2014
AAMD Inc April 2013 - September 2013
Chuck E. Cheese's September 2010 - April 2013
Skills
Customer Service, Hospitality, Organization, Time Management, Microsoft Office, Technology, Troubleshooting, Computer Repair, PC building, HTML 5, CSS, Desktop Computers, Microsoft Excel, Help Desk Support, Windows XP Pro, Printers, Windows 7, Technical Support, Windows, Software Installation, Microsoft Word, Hardware, Operating Systems, Networking, Windows XP
Education
Bristol Community College 2011 — 2015
Associate's degree, Computer and Information Systems
Delta Air Lines April 2014 - Present
Karmaloop.com August 2013 - April 2014
Karmaloop.com November 2011 - August 2013
AllSaints October 2011 - October 2012
The Cooperative Bank of Cape Cod June 2011 - September 2011
U.S Polo Assn March 2011 - May 2011
Dean College November 2010 - May 2011
Dean College November 2010 - May 2011
Town of Yarmouth, MA June 2006 - August 2010
Skills
Bilingual; English,..., Responsibility, Organizing, Leadership, Teamwork, Customer Service, Sales, Recruiting, Merchandising, Management, Advertising, E-commerce, Event Planning, Retail, Social Media Marketing
Education
Bunker Hill Community College
Business Administration and Management
Dean College 2010 — 2011
Business Administration
Bank of Maggie and Matthew April 2014 - Present
The Cooperative Bank of Cape Cod February 2013 - April 2014
ESL Federal Credit Union November 2010 - August 2012
Citizens Bank December 2005 - November 2010
Target 2004 - 2005
Pepsi Cola 1999 - 2004
Skills
Loans, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Credit, Commercial Banking, Retail Banking, Commercial Lending, Lines Of Credit, Cross Selling, Deposits, Customer Service, Microsoft Office, Time Management, Microsoft Word, Sales
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2001
Bachelor of Science, Business Administration and Management, General
The Cooperative Bank of Cape Cod November 2010 - Present
The Cooperative Bank of Cape Cod November 2010 - March 2011
Shaw's Supermarkets August 2004 - November 2010
Shaw's Supermarkets August 2003 - August 2004
Shaw's Supermarkets May 2001 - August 2003
Shaw's Supermarkets October 2000 - March 2001
Education
Plymouth South High School 1995 — 1999
Diploma
Cape Cod Community College
The Cooperative Bank of Cape Cod October 2012 - Present
Dennis Port Revitalization Committee December 2006 - Present
The Cooperative Bank of Cape Cod September 2011 - September 2012
Law Office of Carlyn M. Carey January 2010 - September 2011
Bracewell & Giuliani LLP October 2000 - March 2006
U.S. Department of State August 1999 - December 1999
Skills
Corporate Law, Banking, Mergers & Acquisitions, Finance, Loans, Commercial Lending, Due Diligence, Nonprofit Consulting, Credit, Investments, Strategic Planning, Customer Service, Securities, Fundraising, Leadership, Public Speaking, Event Planning, Legal Writing
Education
American University
MA, International Affairs
American University, Washington College of Law 1997 — 2000
JD, cum laude
Ithaca College 1988 — 1992
BA, Psychology, cum laude
Cape Cod Chamber of Commerce April 1997 - Present
The Cooperative Bank of Cape Cod 2000 - Present
Cape & Islands Community Development Inc. 1996 - 1997
Hyannis Area Chamber of Commerce May 1988 - June 1996
Skills
Public Speaking, Marketing Strategy, Program Management, SBA, Personal Finance, Fundraising, Public Relations, Non-profits, Public Policy, Event Planning, Volunteer Management, Team Building, Marketing Communications, Marketing, Program Development, Management, Sales, New Business Development, Entrepreneurship, Leadership, Teaching, Project Management, Microsoft Office, Real Estate, Customer Service, Leadership Development, Budgets, Economic Development, Editing, Organizational..., Research, Business Planning, Advertising, Strategy, Start-ups, Negotiation, Non-profit..., Microsoft Excel, Community Development, Press Releases, Business Development, Email Marketing, Media Relations, Social Media Marketing, Business Strategy, Coaching, Online Marketing, Philanthropy, Social Networking, Management Consulting
Education
US Chamber of Commerce Foundation 1989 — 1995
Certificate, Institutes for Organizational Management
Cape Cod Community College 1972 — 1974
AA, Business
USAmeriBank May 2009 - March 2015
Colonial Bank October 2006 - May 2009
The Cooperative Bank of Cape Cod July 2004 - April 2006
Cape Cod Bank & Trust 2001 - 2004
Skills
Commercial Lending, Loan Closings, Commercial Banking, Banking, Title Insurance, Customer Service, Customer Support, Loan Origination, Construction Loans, Loan Servicing, Business Initiatives, Microsoft Office, Microsoft Excel, Real Estate Financing, Lines Of Credit, Portfolio Management, Consumer Lending, Credit, Loans, Credit Analysis, Small Business Lending
Education
Cape Cod Community College 1999 — 2002
Accounting and Business/Management
Cape Cod Community College 2001 — 2001
Tri-level Nursing Assistant / Home Health Aide Certificate, Pre-Nursing Studies
Northern Valley Regional High School 1996 — 1998
High School
Tenafly High School 1994 — 1996
High School
The Cooperative Bank of Cape Cod September 2013 - Present
TD Bank Group June 2010 - October 2013
Skills
Consumer Lending, Retail Banking, Credit, Banking, Lines Of Credit, Cross Selling, Loans, Mortgage Lending, Commercial Lending, Deposits, Customer Service, Branch Management, Customer Experience, Sales, Retail, Customer Satisfaction, Sales Management
Education
Dennis Yarmouth Regional Highschool 1985 — 1989
Regular Studies
Fisher College
None, Business Administration and Management, General
The Cooperative Bank of Cape Cod June 2013 - Present
TJX December 2010 - June 2013
Fidelity Investments 1992 - July 2010
Lotus Software 1991 - 1992
Instinet Corporation 1990 - 1991
Codex Corporation 1989 - 1990
Reuters 1986 - 1988
Skills
Data Management, Software Project..., Data Warehousing, Enterprise Architecture, Agile Methodologies, Integration, SDLC, Business Intelligence, Oracle, Requirements Analysis, Strategic Planning, Management, Project Management, Project Delivery, PMO, Strategy, Quality Assurance, Databases, Leadership, Business Analysis
Education
Kingston University 1982 — 1985
BSc (hons), Computer Science
City of Uvalde March 2013 - Present
The Cooperative Bank of Cape Cod February 2011 - March 2013
Law Offices of Theodore A. Schilling, PC July 2000 - January 2011
Skills
Loan Origination, Mortgage Lending, Banking, Credit Analysis, Retail Banking, Consumer Lending, Credit, Small Business Lending, Underwriting, Loans
Education
Bridgewater State College
B.S., Political Science
Cape Cod Community College
A.S.
The Cooperative Bank of Cape Cod February 2012 - Present
The Cooperative Bank of Cape Cod February 2012 - Present
Cape & Plymouth Business 2005 - February 2012
Skills
Customer Service, Social Media Marketing, Small Business, Strategic Planning, Sales, Marketing Communications, New Business Development, Management, Budgets, Online Marketing
Education
Saint Michael's College
Barnstable High School
Barnstable High School
Rollins College
The Cape Cod Five Cents Savings Bank September 2015 - Present
The Cooperative Bank of Cape Cod June 2014 - September 2015
Bank of cape Cod August 2006 - June 2014
TD Bank Group May 2002 - August 2006
Skills
Banking, Loans, Retail Banking, Consumer Lending, Finance, Strategic Planning, Database Administration, Customer Service, Executive Reporting, Sales, Credit, Business Development, Credit Analysis, Commercial Lending, Leadership, Branch Banking, Risk Management, Loan Origination
Education
UMass Dartmouth 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cape Cod Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General, 4.0
Massachusetts Banker's Association 2008 — 2009
New England School for Financial Studies
The Cooperative Bank of Cape Cod July 2015 - Present
The Cooperative Bank of Cape Cod October 2006 - June 2015
Skills
Customer Service, Retail Banking, Banking, Commercial Banking
Education
New England College of Business and Finance 2014 — 2018
Banking and Financial Support Services
Omni Hotels & Resorts January 2015 - Present
Chatham Bars Inn February 2014 - January 2015
The Cooperative Bank of Cape Cod April 2013 - September 2013
The Michael J. Fox Foundation for Parkinson's Research 2009 - 2009
Skills
Marketing, Nonprofits, Hospitality, Public Speaking, Customer Service, Human Resources, Leadership, InDesign, Communication, Corporate Communications, Photoshop, Event Management, Constant Contact, Campaign Monitor, Google Analytics, Social Media Marketing
Education
Johnson & Wales University
Master of Business Administration (M.B.A.), Hospitality Administration/Management
Bridgewater State University 2011 — 2013
Bachelor's degree, Communications, Public Relations, Honors Society, Deans List
The Wartosky Group, LLC July 2015 - October 2015
The Cooperative Bank of Cape Cod May 2014 - August 2014
Skills
Banking, Retail Banking, Finance, Microsoft Office, Credit, Loans, Financial Analysis, Customer Service, Commercial Banking, Cash Management, Credit Analysis, Portfolio Management, Accounting, Mortgage Lending
Education
Suffolk University - Sawyer Business School 2012 — 2016
Finance Major, Real Estate Minor, Senior
Barnstable High School 2009 — 2012
The Cooperative Bank of Cape Cod October 2013 - Present
Bank of America June 2012 - October 2013
Bank of America May 2011 - June 2012
Bank of America June 2010 - May 2011
Bank of America November 2009 - June 2010
Skills
Notary Public, Medallion Signature..., Consumer Lending, Small Business Lending, Lines Of Credit, Branch Management, Mortgage Banking, Commercial Lending, Deposits, Retail Banking, Commercial Banking, Mortgage Lending, Loan Origination, Cross Selling, Merchant Services, Credit, Branch Banking, Banking, Refinance
Education
Boston University 2003 — 2007
Bachelors, Sociology
Boston University
The Cooperative Bank of Cape Cod August 2013 - Present
TD January 2013 - August 2013
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Social Media, Customer Service, Microsoft Word, Social Media Marketing, Social Networking, Marketing, Time Management, Public Speaking, Facebook
Education
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
The University of Connecticut School of Business 2008 — 2009
Isenberg School of Management
BBA, Marketing
State of New Hampshire July 2014 - Present
Genesis Behavioral Health October 2013 - July 2014
Town of Waterville Valley NH- Recreation Dept. October 2011 - October 2013
Northway Bank September 2010 - October 2013
Becket Family of Services January 2011 - October 2011
The Cooperative Bank of Cape Cod May 2010 - August 2010
Boys and Girls Club of Cape Cod October 2007 - October 2009
Skills
Cpr Certified, First Aid, Microsoft Office, Organization, Time Management, Crisis Intervention, PowerPoint, Microsoft Word, Critical Thinking, Youth Development, Volunteering, Team-oriented, Customer Service, Policy
Education
Plymouth State University 2011 — 2013
Bachelor of Science (B.S.), Psychology
Cape Cod Community College 2008 — 2010
Associate of Science (A.S.), Criminal Justice
William Raveis Real Estate June 2015 - Present
Pastiche Of Cape Cod October 2014 - Present
Pastiche Attic at Pastiche of Cape Cod May 2014 - Present
Three Buoys 2012 - 2014
Land Rover of Hanover 2005 - 2007
Spouter Whale Inn 2000 - 2004
The Cooperative Bank of Cape Cod 1999 - 2000
The Cooperative Bank of Cape Cod 1997 - 1999
Skills
Sales, Marketing, Customer Service, Business Development, New Business Development, Social Media, Social Networking, Social Media Marketing, Management, Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Event Management, Negotiation, Public Speaking, Leadership, Residential Homes
Education
University of Massachusetts Dartmouth 1989 — 1991
Bachelor's Degree
Dean College 1987 — 1989
Associate's Degree
Dennis - Yarmouth Regional High School
Community Leadership Institute of Cape Cod and the Islands January 2013 - Present
The Cooperative Bank of Cape Cod August 1996 - Present
Skills
Banking, Team Building, Financial Analysis
Education
Northeastern University
Bachelor of Science (BS), Accounting and Finance
National School of Banking
CLI
Woodforest National Bank March 2015 - Present
Beaufort County School District January 2013 - March 2015
Fripp Island Resort January 2011 - October 2013
TitleMax July 2010 - January 2011
Liberty Savings Bank October 2008 - November 2009
The Cooperative Bank of Cape Cod April 2006 - June 2008
The Cape Cod Five Cents Savings Bank July 2004 - June 2006
Cambridge Trust Company January 1984 - January 2004
Skills
Credit, Credit Analysis, Risk Management
Education
Babson College 2000 — 2001
Certificate, Finance
Center for 2000 — 2001
School, Financial Studies; Education
University of New Hampshire
BA, History
Amazon July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - June 2014
Sun Life Financial June 2012 - August 2012
The Cooperative Bank of Cape Cod June 2011 - June 2012
Skills
Microsoft Excel, Time Management, Management, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Sales, Microsoft Access, Microsoft Outlook, IBM Lotus Notes, Customer Service, Thompson One, SQL, Python, Visual Basic, SPSS, Perl
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics
American University of Rome 2013 — 2013
Boston College High School 2007 — 2011
The Cooperative Bank of Cape Cod February 2011 - Present
RBS Citizens Financial Group 2007 - 2011
RBS Citizens Financial Group 2007 - 2011
RBS Citizens Financial Group 2007 - 2011
Skills
Bank Secrecy Act, Customer Service, Leadership, Microsoft Excel, Commercial Banking, Small Business Lending, Remittances, Microsoft Word, Commercial Lending, Payments, PowerPoint, Microsoft Office, Consumer Lending, Banking, Marketing, Credit, Loans, Financial Services, Relationship Management, Retail Banking, Management, Strategic Planning, Portfolio Management
Education
Assumption College 1982 — 1986
Bachelor of Arts (B.A.), Biology
Creative Computing February 2014 - Present
Acushnet Company March 2015 - May 2015
The Cooperative Bank of Cape Cod 2015 - 2015
Tufts Health Plan February 2014 - November 2014
MetLife August 2012 - December 2013
Kohler Co. March 2012 - July 2012
Skills
Data Warehousing, Business Intelligence, Cognos, Business Analysis, SQL, ETL, Requirements Analysis, SDLC, Data Analysis, Oracle, Data Modeling, Informatica, Project Management, Core Banking, Retail Banking, Scrum, Microsoft SQL Server, Business Intelligence...
Education
Middlesex University 2008 — 2019
Master's degree, International Business Management
Visvesvaraya Technological University
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
The Cooperative Bank of Cape Cod June 2009 - Present
Cape Cod Cooperative Bank May 2009 - June 2009
Crabtree CPA & Associates May 2008 - August 2008
Skills
Accounting, Banking, Commercial Lending, Credit, Financial Analysis, Internal Controls, Credit Analysis, Financial Reporting, Investments, Loans, PowerPoint
Education
University of Richmond 2005 — 2009
BA, Accounting
University of Richmond - Robins School of Business 2005 — 2009
BSBA, Accounting
The Cooperative Bank of Cape Cod December 2013 - Present
Bank of Cape Cod 2006 - November 2013
Human Resources Consultant 2000 - 2003
Cape Cod Bank & Trust Company 1997 - 2000
Cape Cod Bank and Trust Company 1996 - 1997
CCBT Financial Companies 1993 - 1996
May Company Department Stores 1990 - 1993
Scudder, Stevens and Clark (Deutsche Asset and Wealth Management) 1986 - 1990
Skills
SPHR, Credit, Leadership, Labor Relations, Banking, Human Resources, Equities, Portfolio Management, Conflict Resolution, Investments, Union Avoidance, Risk Management, Asset Managment, Loans, Organizational..., Financial Services, Relationship Management, Retail Banking, Credit Analysis, Deferred Compensation, Collective Bargaining, Insurance, Benefits Administration, 401k, Financial Analysis, Executive Development, Commercial Banking, Performance Management, Employee Relations, Employee Training, Management, Training, Finance, Program Management, Executive Pay, HR Consulting, Strategic Planning, Mergers & Acquisitions, Due Diligence, Strategic Human...
Education
Bates College
B.A., Political Science, Economics
The Cooperative Bank of Cape Cod May 2013 - Present
TD Bank January 2008 - April 2013
Skills
Deposits, Construction Loans, Commercial Mortgages, Business Analysis, SBA, Commercial Lending, Commercial Banking, Analysis
Education
Cape Cod Community College 2006 — 2009
paralegal certificate, law
Sofia University St. Kliment Ohridski 1996 — 2002
Master's degree, Law
The Cooperative Bank of Cape Cod July 2013 - Present
Citizens Bank March 2010 - July 2013
Skills
Consumer Lending, Loans, Retail Banking, Credit, Banking, Commercial Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Loan Origination, Cross Selling, Credit Risk, Mortgage Banking
Education
Bridgewater State University
The Cooperative Bank of Cape Cod July 2008 - Present
Falmouth National Bank August 1990 - November 1992
BankBoston 1985 - 1990
Skills
Banker's Toolbox CBP, Compliance Regulations, Financial Regulation, USA PATRIOT Act, Commercial Lending, Bank Secrecy Act, Anti Money Laundering, OFAC, Appraisal Regulations, Credit, Loans, Banking, AML, Portfolio Management, Commercial Banking, Financial Institutions, Retail Banking, Consumer Lending, Risk Management, Credit Analysis
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Business Administration
University of Phoenix 2006 — 2008
Associate of Arts (A.A.), Accounting
The Cooperative Bank of Cape Cod Office ManagerCape Cod Skin Care Co. Inc.2001 - 2008
Cape Cod Bank and Trust 1997 - 2001
Education
Cape Cod Community College 1979 — 1981
Associates
The Cooperative Bank of Cape Cod 2012 - Present
Citizens Bank 2011 - September 2011
Skills
20 years mortgage..., First Time Home Buyers, Investment Properties, Investments, Real Estate, Customer Service, Outlook, Insurance, Sales Management, Short Sales, Consumer Lending, Residential Homes, Condos, Referrals, Investors
Education
University of Iowa
Merrill Lynch September 2013 - Present
The Cooperative Bank of Cape Cod January 2013 - August 2013
Mercer 2006 - 2012
Putnam Investments 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2002
FAO Schwarz 1993 - 1997
Skills
Investments
Education
Suffolk University
The Cooperative Bank of Cape Cod
Skills
Microsoft Office
Education
American International College 1967 — 1971
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The Cooperative Bank of Cape Cod October 2012 - Present
Skills
Mortgage Lending, Loans, First Time Home Buyers, Customer Service, Investment Properties, Referrals, Real Estate, Microsoft Excel, Investors, Residential Homes, Microsoft Office
Education
University of Iowa 1970 — 1971
Bachelor of Arts (BA), Psychology/Sociology
The Cape Cod Five Cents Savings Bank April 2014 - Present
The Cape Cod Five Cents Savings Bank May 2012 - April 2014
The Cooperative Bank of Cape Cod April 2006 - May 2012
Slade Mortgage Group September 2002 - April 2006
Skills
Loans, Mortgage Servicing, Management, Customer Service
Education
Cape Cod Community College
Database Design
Lynchburg College 1989 — 1993
Bachelor’s Degree, Liberal Arts and Sciences, Graduated Magna Cum Laude