Tremont Credit Union
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Tremont Credit Union Employees
Boston Public Schools June 2015 - Present
Excel Monument High School (South Boston High School) January 2013 - Present
Boston Teachers Union Health and Welfare Fund June 2014 - Present
Tremont Credit Union April 2013 - June 2014
Clockwork Music January 2010 - January 2013
Skills
Customer Service, Public Relations, Sports Coaching, Player Development, Academic Advising, Social Networking, Social Media Marketing, College Recruiting, Music, Blogging, Social Media, Music Industry, Recording, Music Production, A&R, Radio, Music Supervision, Microsoft Office, Leadership, Community Outreach, Public Speaking, Entertainment
Education
University of Massachusetts, Amherst 1996 — 1997
Sociology
Randolph High School 1993 — 1996
High School
Xaverian Brothers High School 1992 — 1993
Self-employed Consultant/CPA 2014 - Present
Tremont Credit Union 2012 - 2013
Saint Jerome Parish w/ Elementary School 2011 - 2012
University Credit Union 2001 - 2010
City of Boston Credit Union 1992 - 2001
Charles E DiPesa & Co 1985 - 1992
Skills
Finance, Accounting, Auditing, Budgets, QuickBooks, Management, Corporate Finance, Financial Reporting, Internal Controls, General Ledger, ALM, Excel macros, Banking, Analysis, Accounts Payable, Accounts Receivable, Financial Statements, GAAP, Policy, Training, Employee Benefits, Strategic Financial..., Financial Analysis, Cash Management, Financial Modeling, Risk Management, Cash Flow, Variance Analysis, Financial Statement..., Financial Accounting, Cash Flow Forecasting, US GAAP, Financial Forecasting, Forecasting, Investments, Executive Management, Strategic Planning, Leadership, Account Reconciliation, Financial Planning, Budgeting, Financial Services, Tax, CPA, Consulting, Strategy, Portfolio Management, Nonprofits, Business Planning, Process Improvement
Education
Jack Welch Management Institute 2014 — 2017
Executive MBA, 4.0 after completing 25% of the program
Northeastern University 1983 — 1988
Bachelor of Science (BS), Accounting
Tremont Credit Union September 2010 - Present
St. Mary of the Angels Episcopal Church April 2006 - November 2010
Mary of the Angels Preschool April 2006 - November 2010
TMT CAPITAL CORPORATION January 2004 - August 2009
PINPOINT MARKETING ENTERPRISES, INC January 2000 - January 2004
FLEMING WEB SYSTEMS January 1998 - January 2000
TIGER LEASING INC January 1983 - January 1998
Skills
Accounting, Tax Preparation, Income Tax, Bookkeeping, Financial Reporting, QuickBooks, Financial Accounting, Auditing, Tax Returns, Corporate Tax, Financial Analysis, Sales Tax, Internal Audit, Tax, Journal Entries, Financial Statements, General Ledger, Payroll, SEC filings, Managerial Finance, Accounts Payable, Finance, Bank Reconciliation, Account Reconciliation, Variance Analysis, Strategic Financial..., Cash Management, Budgets
Education
Kaplan University 2010 — 2014
Masters, Accounting
ORLANDO-PRINCETON UNIVERSITY
Accounting & Finance
Santander May 2014 - July 2014
First Commons Bank, Newton Centre, MA January 2013 - May 2014
Tremont Credit Union October 2011 - December 2012
Sadler Insurance Agency March 2011 - October 2011
The Greene Group, Inc. January 2007 - 2011
IMA Financial Group, Inc. September 2004 - December 2007
EIBS, Inc. January 2001 - September 2004
Environmental Capital April 1998 - January 2001
Aon Risk Services September 1994 - April 1998
Skills
Policy, Environmental Awareness, Entrepreneurship, Banking Law, Insurance, Professional Liability, Property & Casualty..., Workers Compensation, General Insurance, Risk Management, Employee Benefits, Commercial Insurance, Financial Risk, Financial Services, Executive Management, Banking, Management, Strategy, Finance, Business Development, Leadership, Due Diligence, Enterprise Risk..., Credit, Internal Audit
Education
Boston University School of Law 2001 — 2003
LL.M., Banking and Financial Law
Western New England College School of Law 1991 — 1994
J.D., Law
University of New Hampshire 1987 — 1991
B.S., Environmental Conservation
Mondo June 2014 - Present
Mondo January 2014 - June 2014
Randstad Technologies US 2012 - 2014
Mercer August 2011 - 2012
Tremont Credit Union August 2009 - September 2010
Skills
HRIS, Human Resources, Temporary Placement, Permanent Placement, Internet Recruiting, Staff Augmentation, Networking, Technical Recruiting, Applicant Tracking..., Temporary Staffing, Contract Recruitment, Information Technology, Staffing Services, Screening Resumes, Recruiting, Leadership, Talent Acquisition, Random Vibration
Education
University of Massachusetts, Amherst 2007 — 2011
BA, Communications
Tremont Credit Union May 2013 - Present
Covidien October 2012 - May 2013
The Staffing Group (Contract) January 2012 - August 2012
Columbia Management March 2007 - September 2010
MFS Investment Management January 2000 - January 2007
MFS Investment Management January 1998 - January 2000
Skills
Mutual Funds, Financial Services, Analysis, Asset Managment, Risk Management, Leadership, Access, CRM, Management, Customer Service, Team Building, Strategic Planning, Training, Cross-functional Team..., Process Improvement, Sales Operations, Microsoft Excel, Customer Satisfaction, Asset Management, Mergers & Acquisitions
Education
Bentley College
bachelor's
Curry College
Massasoit Community College
Computer Information Systems
Boston Sports Club December 2014 - Present
Tremont Credit Union April 2013 - November 2014
New Generation Management 2011 - 2012
Skills
Account Management, Call Centers, Leadership, Customer Retention, Customer Experience, B2B, Sales Process, Event Planning, Sales Management
Education
Springfield College 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
trinity catholic 2003 — 2007
Rockland Federal Credit Union July 2011 - Present
Tremont Credit Union August 2010 - July 2011
Tremont Credit Union November 2006 - August 2010
Tremont Credit Union 2005 - 2006
Skills
Credit Unions, Financial Services, Business Development, Credit Cards, Employee Benefits, Leadership, Customer Service, Loans, Budgets, Nonprofits, Management, Consumer Lending, Banking, Public Speaking, Mortgage Lending, Marketing, Credit, Research, IRAs, Strategic Planning
Education
NAFCU Management Development Institute, Princeton 2008 — 2008
Credit Union Management
Massachusetts College of Liberal Arts 1996 — 2000
Immaculate Conception High School 1992 — 1996
Tremont Credit Union May 2013 - June 2014
RTN Federal Credit Union August 2012 - May 2013
MAFCU Credit Union September 2001 - July 2012
H&R Block January 2003 - April 2008
Skills
Banking, Customer Service, Microsoft Office, Financial Analysis, Risk Management, Credit, Microsoft Excel, Business Analysis, Loans, Project Management, Change Management, Strategic Planning, Retail Banking, Portfolio Management, Microsoft Word, PowerPoint, Business Strategy, Management, Credit Risk, Commercial Banking, Mergers & Acquisitions, Program Management
Education
Cornell University 1993 — 1997
Plant Sciences
HSA Insurance July 2013 - Present
Tremont Credit Union April 2012 - June 2013
Pro-Link, Inc. March 2009 - April 2012
Volunteer Position 2008 - 2011
Family Service 2000 - 2009
BankBoston/Fleet Boston Financial 1994 - 2000
Skills
Human Resources, Recruiting, Strategy, Employee Relations, Benefits Administration, Employee Benefits, Talent Management, Payroll, Personnel Management, HR Policies, Coaching, Interviews, Deferred Compensation, Customer Service, Hiring Employees, Leadership, Employee Engagement, Management, Talent Acquisition, Human Resources..., Performance Measurement, Employee Training, Temporary Placement, Interviewing, Training, FMLA, Team Building, Performance Management, Onboarding, Temporary Staffing, Compensation & Benefits, Voluntary Employee..., Defined Benefit, Multi-state Payroll..., Payroll Processing, Employee Recognition, Employee Handbooks, Employment Contracts, Employee Relations..., Project Management, Program Development, Negotiation, Leadership Development, Behavioral Interviewing, Mediation, Organizational Behavior, Team Management, Job Description Creation, Business Strategy, HR Consulting
Education
Connecticut College
Bachelor’s Degree, Psychology, Child Development (Double Major)
Massachusetts Convention Center Authority October 2013 - Present
Tremont Credit Union September 2011 - September 2013
Tremont Credit Union January 2011 - September 2011
Macy's September 2009 - December 2010
Verizon March 2002 - April 2007
Verizon January 1999 - January 2002
Skills
Coaching, Leadership Development, Public Speaking, Team Building, Change Management, Executive Coaching, Personal Development, Strategic Planning, Customer Service, Organizational..., Teaching, Training, Microsoft Office, Management Consulting, Business Strategy
Education
Quincy College 2007 — 2009
Health & Exercise Science, Physical Education & Bio-Mechanics, Deans List
Eastern Nazerine College 1994 — 1997
Bachelor's degree, Business Administration and Management, General
North Quincy High School 1972 — 1974
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Abt SRBI March 2013 - September 2013
The Hampshire College Urban Word September 2009 - May 2012
Tremont Credit Union May 2010 - September 2010
Springfield After School Tutor Group October 2008 - May 2010
MBTA June 2008 - September 2009
Skills
Project Management, Media Production, Adobe Creative Suite, Microsoft Office, Educational Leadership, African Studies, Final Cut Pro, Pro Tools, R&B, Hip Hop, Piano
Education
Hampshire College 2008 — 2012
Bachelor of Arts (B.A.)
Bunker Hill Community College 2007 — 2008
Business Administration and Management, General
Tremont Credit Union May 2014 - Present
CPCU Credit Union September 2004 - April 2014
McGladrey & Pullen 2000 - 2003
Skills
Auditing, Financial Analysis, Operations Management, Budgets, Risk Management, Accounting, Banking, Leadership, Team Building, Tax, Financial Reporting, Finance, Analysis, Management, Strategy, Process Improvement, Strategic Planning, Financial Modeling
Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Law and Taxation
Bentley University 1986 — 1990
BS, Accountancy
tremont credit union March 2008 - July 2010
Education
Middlesex Community College 2006 — 2007
libral arts
Tremont Credit Union January 2007 - November 2010
Tremont Credit Union September 2001 - January 2007
Greater Boston Federal Credit Union March 1992 - September 2001
TC. Edwards & CO October 1988 - March 1992
Skills
Banking, Financial Analysis, Credit Unions, Credit, Cash Management, Accounting, Risk Management, Financial Reporting, Managerial Finance, Budgets, Auditing, Banking Relationships, Consumer Lending, Finance, Loans, Internal Controls, Retail Banking
Education
Merrimack College 1989 — 1993
BS
Longwood Security Services, Inc. December 2012 - Present
Tremont Credit Union March 1993 - October 2010
Education
Newbury College
Associate's degree, Business Management
Northeastern University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Massachusetts Division of Banks July 2015 - Present
Tremont Credit Union July 2013 - July 2015
Tremont Credit Union February 2011 - July 2013
Tremont Credit Union December 2010 - February 2011
Tremont Credit Union July 2010 - December 2010
American Water Systems & Northeast Climate Control May 2009 - May 2010
American Water Systems & Northeast Climate Control April 2008 - January 2009
Commonwealth of Massachusetts June 2006 - April 2008
Skills
Marketing Communications, Advertising, Marketing Strategy, Social Media Marketing, Copywriting, Public Relations, Social Media, Sales Management, Newsletters, Marketing, Email Marketing, Brand Development, Sales, Direct Marketing, Online Advertising, Digital Marketing, Social Networking, Digital Media, Media Relations, Internal Communications, Corporate Branding, Management, Public Speaking, Strategic Planning, Banking, Microsoft Office, Facebook, Business Development, Press Releases, Online Marketing, Strategic Communications, Leadership, Community Outreach
Education
Quinnipiac University 2002 — 2006
Bachelor of the Arts, Public Relations / Marketing
Tremont Credit Union May 2004 - July 2011
Tremont Credit Union January 1996 - May 2004
Tremont Credit Union February 1994 - January 1996
St Jay Federal Credit Union June 1984 - February 1994
Education
Stonehill College
Accounting
Tremont Credit Union August 2015 - Present
Naveo Credit Union April 2004 - Present
Skills
Credit Management, Loss Mitigation, Credit, Credit Analysis, Loans, Consumer Lending, Credit Risk, Skip Tracing
Education
New England College of Business and Finance
Bachelor's Degree, Business Administration and Management, General
Newbury College
Associate's Degree, Business Management
Newbury College December 2013 - Present
Tremont Credit Union 1993 - 2010
Education
Newbury College
Associate's Degree, Business Administration and Management, General
Northeastern University
Bachelor's Degree, Business Administration and Management, General