UNION TRUST
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UNION TRUST Employees
Employee
Years
Job
Industry
Sonja Waldrop Sonja Waldrop's UNION TRUST Experience June 2000 - June 2001
Job Training Specialist at Air Force Operational Test and Evaluation Center
Industry Military
Experience
Air Force Operational Test and Evaluation Center March 2010 - Present
Union Trust June 2000 - June 2001
Sumner Memorial HighSchool August 1999 - June 2000
G.M. Pollack & Sons May 1998 - April 2000
Skills
Employee Training, Human Resources, E-Learning, Software Documentation, Project Planning, Training
Education
Grand Canyon University 2013 — 2015
Master of Arts (MA), Addiction Counseling
Ashford University 2010 — 2011
Master of Arts Degree, Teaching & Learning with Technology, 4.0
Ashford University 2009 — 2010
Bachelor of Arts Degree, Social Science with a minor in Child Development, 3.8
Pensacola Junior College
Associates of Arts Degree, Liberal Arts
Air Force Operational Test and Evaluation Center March 2010 - Present
Union Trust June 2000 - June 2001
Sumner Memorial HighSchool August 1999 - June 2000
G.M. Pollack & Sons May 1998 - April 2000
Skills
Employee Training, Human Resources, E-Learning, Software Documentation, Project Planning, Training
Education
Grand Canyon University 2013 — 2015
Master of Arts (MA), Addiction Counseling
Ashford University 2010 — 2011
Master of Arts Degree, Teaching & Learning with Technology, 4.0
Ashford University 2009 — 2010
Bachelor of Arts Degree, Social Science with a minor in Child Development, 3.8
Pensacola Junior College
Associates of Arts Degree, Liberal Arts
Vera Miller Vera Miller's UNION TRUST Experience 1977 - 1980
Job Social Entrepreneur, Direct Marketer, Small Business Owner
Industry Health, Wellness and Fitness
Experience
Paycation Travel March 2015 - Present
Morinda, Inc. August 2006 - Present
Wilmington Trust Investment Advisors November 1990 - December 2014
Mary Kay Inc November 1998 - January 2013
First National Bank of Maryland 1980 - 1990
Allfirst 1977 - 1980
Union Trust 1977 - 1980
Skills
Customer Service, Credit, Fixed Income, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Trading, Marketing, Training, Social Media Marketing, Time Management, Team Building, Facebook, PowerPoint, Sales, Microsoft Office, Word, Excel, Consulting
Education
Strayer University 2010 — 2013
Master of Science (MS)
Bryant University 1973 — 1977
BS
Eastern High School 1970 — 1973
College Preparatory Business
Paycation Travel March 2015 - Present
Morinda, Inc. August 2006 - Present
Wilmington Trust Investment Advisors November 1990 - December 2014
Mary Kay Inc November 1998 - January 2013
First National Bank of Maryland 1980 - 1990
Allfirst 1977 - 1980
Union Trust 1977 - 1980
Skills
Customer Service, Credit, Fixed Income, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Trading, Marketing, Training, Social Media Marketing, Time Management, Team Building, Facebook, PowerPoint, Sales, Microsoft Office, Word, Excel, Consulting
Education
Strayer University 2010 — 2013
Master of Science (MS)
Bryant University 1973 — 1977
BS
Eastern High School 1970 — 1973
College Preparatory Business
Eileen Wilhem Eileen Wilhem's UNION TRUST Experience February 1988 - February 1993
Job President Pinnacle Philanthropy Partners
Industry Philanthropy
Experience
Pinnacle Philanthropy Partners January 2009 - Present
Pinnacle Paso Finos May 2004 - Present
Bank of America January 2007 - January 2009
First Union January 1996 - March 2006
Wachovia 1996 - 2006
Wachovia Bank(Wells Fargo) 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Fleet Bank February 2003 - December 2005
Union Trust February 1988 - February 1993
Mellon Bank July 1970 - January 1988
Skills
Philanthropy, Committees, Investments, Non-profits, Planned Giving, Grants, Donor Relations, Board Development, Wealth Management, Leadership, Volunteer Management, Fundraising, Strategic Planning, Strategy, Nonprofits, Charities, Program Management, Marketing, Public Speaking, Management, Training
Education
Robert Morris University
business, accounting
Pinnacle Philanthropy Partners January 2009 - Present
Pinnacle Paso Finos May 2004 - Present
Bank of America January 2007 - January 2009
First Union January 1996 - March 2006
Wachovia 1996 - 2006
Wachovia Bank(Wells Fargo) 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Fleet Bank February 2003 - December 2005
Union Trust February 1988 - February 1993
Mellon Bank July 1970 - January 1988
Skills
Philanthropy, Committees, Investments, Non-profits, Planned Giving, Grants, Donor Relations, Board Development, Wealth Management, Leadership, Volunteer Management, Fundraising, Strategic Planning, Strategy, Nonprofits, Charities, Program Management, Marketing, Public Speaking, Management, Training
Education
Robert Morris University
business, accounting
Peter Brotchie Peter Brotchie's UNION TRUST Experience December 1991 - June 2015
Job Brotchie Capital Management LLC
Industry Investment Management
Experience
Union Trust December 1991 - June 2015
Mass Mortgage Asoc 2000 - 2002
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Credit, Mortgage Lending, Capital Markets, Private Equity, Banking, Asset Management, Loans
Education
Suffolk University 1980 — 1984
St John's Prep 1973 — 1977
Union Trust December 1991 - June 2015
Mass Mortgage Asoc 2000 - 2002
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Credit, Mortgage Lending, Capital Markets, Private Equity, Banking, Asset Management, Loans
Education
Suffolk University 1980 — 1984
St John's Prep 1973 — 1977
Dawn L Place, PMP's UNION TRUST Experience June 2004 - June 2007
Job Director of Physician Practices at Waldo County Healthcare, Inc
Industry Information Technology and Services
Experience
Waldo County Healthcare, Inc April 2014 - Present
Waldo County General Hosptial March 2014 - April 2014
Eastern Maine Healthcare System October 2011 - February 2014
Bangor Savings Bank June 2007 - July 2011
Union Trust June 2004 - June 2007
Guaranty Title Corporation/First American Title June 2002 - June 2004
USA Triathlon 2001 - 2002
Skills
Customer Relations, Event Planning, Public Relations, Public Speaking, Strategic Planning, Budgeting, Financial Analysis, Team Building, Excel, Social Media Marketing, Change Management, Microsoft Office, Problem Solving, Social Media, Product Development, New Business Development, Media Relations, Business Strategy, Program Management, Promotions, Banking, Business Management, Healthcare IT, Healthcare, Physician Practice..., Project Management, EMR, CPOE, Leadership, Customer Service, Nonprofits, Coaching, Marketing Communications, Marketing, Community Outreach, Physicians, Team Leadership, Management, Volunteer Management, Training, Healthcare Information..., EHR
Education
United States Sports Academy 2001 — 2004
Sports Management
Thomas College 1996 — 2000
Bachelor of Science, Sport Management/Pre-Law
Foxcroft Academy 1994 — 1996
Diploma, CP
Waldo County Healthcare, Inc April 2014 - Present
Waldo County General Hosptial March 2014 - April 2014
Eastern Maine Healthcare System October 2011 - February 2014
Bangor Savings Bank June 2007 - July 2011
Union Trust June 2004 - June 2007
Guaranty Title Corporation/First American Title June 2002 - June 2004
USA Triathlon 2001 - 2002
Skills
Customer Relations, Event Planning, Public Relations, Public Speaking, Strategic Planning, Budgeting, Financial Analysis, Team Building, Excel, Social Media Marketing, Change Management, Microsoft Office, Problem Solving, Social Media, Product Development, New Business Development, Media Relations, Business Strategy, Program Management, Promotions, Banking, Business Management, Healthcare IT, Healthcare, Physician Practice..., Project Management, EMR, CPOE, Leadership, Customer Service, Nonprofits, Coaching, Marketing Communications, Marketing, Community Outreach, Physicians, Team Leadership, Management, Volunteer Management, Training, Healthcare Information..., EHR
Education
United States Sports Academy 2001 — 2004
Sports Management
Thomas College 1996 — 2000
Bachelor of Science, Sport Management/Pre-Law
Foxcroft Academy 1994 — 1996
Diploma, CP
Barbara Blake-Chapman's UNION TRUST Experience May 2006 - September 2006
Job Clinical Application Specialist Physician Practice Support AllScripts
Industry Hospital & Health Care
Experience
Eastern Maine Healthcare System January 2015 - Present
Eastern Maine Healthcare Systems January 2013 - January 2015
Walgreens June 2009 - January 2013
University of Maine Bookstore October 2007 - May 2009
Union Trust May 2006 - September 2006
Skills
Organizing, Customer Service, Attention To Detail, Cash Handling, Merchandising, Word, Excel, Microsoft Office, Data Entry, PowerPoint, Retail, Outlook, Telephone Skills, Time Management, Receiving, Customer Relations, Typing, Supervisory Skills, Customer Satisfaction, Teamwork, Delegation, Problem Solving, Fax, Spreadsheets, Quickbooks, Administrative Support, Critical Thinking, Administration, Vendor Relations, Microsoft Excel
Education
University of Maine at Augusta 2014 — 2016
Bachelor's degree, Computer Science
University of Maine 2005 — 2009
Bachelor of Science, Business Administration; Management
Eastern Maine Healthcare System January 2015 - Present
Eastern Maine Healthcare Systems January 2013 - January 2015
Walgreens June 2009 - January 2013
University of Maine Bookstore October 2007 - May 2009
Union Trust May 2006 - September 2006
Skills
Organizing, Customer Service, Attention To Detail, Cash Handling, Merchandising, Word, Excel, Microsoft Office, Data Entry, PowerPoint, Retail, Outlook, Telephone Skills, Time Management, Receiving, Customer Relations, Typing, Supervisory Skills, Customer Satisfaction, Teamwork, Delegation, Problem Solving, Fax, Spreadsheets, Quickbooks, Administrative Support, Critical Thinking, Administration, Vendor Relations, Microsoft Excel
Education
University of Maine at Augusta 2014 — 2016
Bachelor's degree, Computer Science
University of Maine 2005 — 2009
Bachelor of Science, Business Administration; Management
Renae Olver Renae Olver's UNION TRUST Experience 1985 - 1987
Job Independent Contractor, Renae A. Olver LLC
Industry Marketing and Advertising
Experience
Clients: MECU of Baltimore, CareFirst BCBS, HCM Research, University of MD 2014 - Present
SECU August 2012 - October 2013
Sandy Spring Bank March 2010 - August 2011
Hollander, Cohen and McBride October 2004 - October 2008
Renae Olver Consulting October 1994 - October 2004
First National Bank of Maryland October 1988 - September 1994
Migliara Kaplan and Associates September 1987 - October 1988
Union Trust 1985 - 1987
Skills
Account Management, Database Marketing, Program Development, Publicity, Data Mining, Market Research, Segmentation, Strategic Planning, Analysis, Data Analysis, CRM, Customer Satisfaction, Banking, Email Marketing, Marketing, Leadership, Management, Marketing Strategy, Product Development, Market Analysis, Marketing Research, Finance, Strategy, Mergers & Acquisitions, Business Analysis, Business Development, Competitive Analysis, Retail, Analytics, Customer Retention, Cross-functional Team...
Education
Towson University
Environmental Science; Biology, Chemistry, and Geology
Shepherd University 1980 — 1984
Bachelor of Science degree, Business Administration; marketing communications
Loch Raven SH 1977 — 1980
University of Maryland, Leadership and Banking School, College
Clients: MECU of Baltimore, CareFirst BCBS, HCM Research, University of MD 2014 - Present
SECU August 2012 - October 2013
Sandy Spring Bank March 2010 - August 2011
Hollander, Cohen and McBride October 2004 - October 2008
Renae Olver Consulting October 1994 - October 2004
First National Bank of Maryland October 1988 - September 1994
Migliara Kaplan and Associates September 1987 - October 1988
Union Trust 1985 - 1987
Skills
Account Management, Database Marketing, Program Development, Publicity, Data Mining, Market Research, Segmentation, Strategic Planning, Analysis, Data Analysis, CRM, Customer Satisfaction, Banking, Email Marketing, Marketing, Leadership, Management, Marketing Strategy, Product Development, Market Analysis, Marketing Research, Finance, Strategy, Mergers & Acquisitions, Business Analysis, Business Development, Competitive Analysis, Retail, Analytics, Customer Retention, Cross-functional Team...
Education
Towson University
Environmental Science; Biology, Chemistry, and Geology
Shepherd University 1980 — 1984
Bachelor of Science degree, Business Administration; marketing communications
Loch Raven SH 1977 — 1980
University of Maryland, Leadership and Banking School, College
Francesco R. Campanell Francesco R. Campanell's UNION TRUST Experience September 2014 - February 2015
Job Program Associate @ The InsideOut Prison Exchange Program & T4C Coordinator & FRS @ JusticeWorks YouthCare
Industry Nonprofit Organization Management
Experience
JusticeWorks YouthCare January 2014 - Present
The Inside-Out Prison Exchange Program March 2009 - Present
Union Trust September 2014 - February 2015
McFadden's at Citizens Bank Park February 2009 - September 2014
Community Education Centers April 2012 - January 2014
The Crocodile Lounge July 2010 - March 2011
Intersolutions Inc October 2007 - December 2010
Pod Defender June 2008 - June 2009
Skills
Community Outreach, Fundraising, Leadership, Public Speaking, Leadership Development, Social Media, Nonprofits, Research, Event Planning, Microsoft Office, Marketing, Microsoft Word, Training, Project Management, Workshop Facilitation, Strategic Planning, Program Development, Microsoft Excel, Social Media Marketing, Recruiting, Event Management, Customer Service, Teaching, PowerPoint, Organizational..., Social Networking, Volunteer Management, Management, Salesforce.com, Logistics, CRM, Higher Education, Conflict Resolution, SPSS, Educational Leadership, Prisoner Reentry, Politics, Grant Writing, Volunteering, Sales, Data Management, Clinical Data Management, Liasoning, Non-profits, Team Leadership, Adult Education, Spanish, Psychology, Counseling, Reliability
Education
Temple University 2003 — 2008
Bachelors, Criminal Justice
Ocean City High SchoolOcean 1999 — 2003
High School Diploma
JusticeWorks YouthCare January 2014 - Present
The Inside-Out Prison Exchange Program March 2009 - Present
Union Trust September 2014 - February 2015
McFadden's at Citizens Bank Park February 2009 - September 2014
Community Education Centers April 2012 - January 2014
The Crocodile Lounge July 2010 - March 2011
Intersolutions Inc October 2007 - December 2010
Pod Defender June 2008 - June 2009
Skills
Community Outreach, Fundraising, Leadership, Public Speaking, Leadership Development, Social Media, Nonprofits, Research, Event Planning, Microsoft Office, Marketing, Microsoft Word, Training, Project Management, Workshop Facilitation, Strategic Planning, Program Development, Microsoft Excel, Social Media Marketing, Recruiting, Event Management, Customer Service, Teaching, PowerPoint, Organizational..., Social Networking, Volunteer Management, Management, Salesforce.com, Logistics, CRM, Higher Education, Conflict Resolution, SPSS, Educational Leadership, Prisoner Reentry, Politics, Grant Writing, Volunteering, Sales, Data Management, Clinical Data Management, Liasoning, Non-profits, Team Leadership, Adult Education, Spanish, Psychology, Counseling, Reliability
Education
Temple University 2003 — 2008
Bachelors, Criminal Justice
Ocean City High SchoolOcean 1999 — 2003
High School Diploma
Loretta DiMatteo Lesko, CIC Loretta DiMatteo Lesko, CIC's UNION TRUST Experience September 1983 - April 1985
Job Operations Commercial & Personal Lines Insurance, Income Tax Preparation at DiMatteo Group, LLC
Industry Insurance
Experience
DiMatteo Group October 1986 - Present
UNION TRUST September 1983 - April 1985
Skills
Certified Insurance..., Licensed Property &..., Employee Benefits, Commercial Insurance, Insurance, Group Insurance, Life Insurance, Health Insurance, Property & Casualty..., Licensing, Retirement Planning
Education
Sacred Heart University 1981 — 1985
Bachelor of Science, Business & Accounting
Sacred Heart University 1981 — 1985
Bachelor of Science, Business
Bunnell High School
DiMatteo Group October 1986 - Present
UNION TRUST September 1983 - April 1985
Skills
Certified Insurance..., Licensed Property &..., Employee Benefits, Commercial Insurance, Insurance, Group Insurance, Life Insurance, Health Insurance, Property & Casualty..., Licensing, Retirement Planning
Education
Sacred Heart University 1981 — 1985
Bachelor of Science, Business & Accounting
Sacred Heart University 1981 — 1985
Bachelor of Science, Business
Bunnell High School
William Bevacqua's UNION TRUST Experience 1994 - 1997
Job Vice President of Administration & Communications at CT Public Affairs Network
Industry Nonprofit Organization Management
Experience
CT Public Affairs Network January 2012 - Present
CT Public Affairs Network November 2001 - February 2012
Mystic Seaport November 1998 - August 2000
Oxford Health Plans 1997 - 1998
Union Trust 1994 - 1997
First Fidelity 1994 - 1997
First Union 1994 - 1997
Gateway Bank 1992 - 1994
Skills
Strategic Planning, Marketing Strategy, Market Research, Proposal Writing, Creative Writing, Speech Writing, Advertising, Social Media, Financial Reporting, Adobe Creative Suite, Video Editing, Government Relations, Website Development, Web Analytics, Legislative, Legal Research, Legal Writing, HR Strategy, HR Policies, General Administration, Accounting, Contract Negotiation, Contract Management, Government Contracting, Television Production, Museum Education
Education
Fairfield University 1994 — 1998
MBA, Marketing
Fairfield University 1988 — 1992
BA, English
CT Public Affairs Network January 2012 - Present
CT Public Affairs Network November 2001 - February 2012
Mystic Seaport November 1998 - August 2000
Oxford Health Plans 1997 - 1998
Union Trust 1994 - 1997
First Fidelity 1994 - 1997
First Union 1994 - 1997
Gateway Bank 1992 - 1994
Skills
Strategic Planning, Marketing Strategy, Market Research, Proposal Writing, Creative Writing, Speech Writing, Advertising, Social Media, Financial Reporting, Adobe Creative Suite, Video Editing, Government Relations, Website Development, Web Analytics, Legislative, Legal Research, Legal Writing, HR Strategy, HR Policies, General Administration, Accounting, Contract Negotiation, Contract Management, Government Contracting, Television Production, Museum Education
Education
Fairfield University 1994 — 1998
MBA, Marketing
Fairfield University 1988 — 1992
BA, English
William Starbuck's UNION TRUST Experience 1972 - 1981
Job Independent Banking Consultant
Industry Banking
Experience
Self Emloyed August 2013 - Present
Fairfield County Bank September 2006 - August 2013
NewMil Bank 1999 - 2006
Nutmeg Federal Savings and Loan 1992 - 1999
Citytrust 1983 - 1990
Union Trust 1972 - 1981
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Banking, Real Estate, Due Diligence, Underwriting, SBA, Loan Origination, Retail Banking, Portfolio Management, New Business Development, Cross Selling, Insurance, Lines Of Credit, Investments, Commercial Mortgages, Credit Risk, Refinance, Credit Analysis, Credit, Mortgage Lending, FHA, Risk Management, Consumer Lending, Asset Management, Asset Based Lending, Cash Management, Financial Analysis, Commercial Real Estate, Series 63, Strategic Financial..., Finance, Mortgage Banking, Construction Loans, Financial Structuring, Residential Mortgages, Real Estate Financing
Education
University of Bridgeport 1970 — 1972
MBA, Finance
University of Denver - Daniels College of Business 1963 — 1968
BSBA, Marketing
Trinity School 1959 — 1964
General
Self Emloyed August 2013 - Present
Fairfield County Bank September 2006 - August 2013
NewMil Bank 1999 - 2006
Nutmeg Federal Savings and Loan 1992 - 1999
Citytrust 1983 - 1990
Union Trust 1972 - 1981
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Banking, Real Estate, Due Diligence, Underwriting, SBA, Loan Origination, Retail Banking, Portfolio Management, New Business Development, Cross Selling, Insurance, Lines Of Credit, Investments, Commercial Mortgages, Credit Risk, Refinance, Credit Analysis, Credit, Mortgage Lending, FHA, Risk Management, Consumer Lending, Asset Management, Asset Based Lending, Cash Management, Financial Analysis, Commercial Real Estate, Series 63, Strategic Financial..., Finance, Mortgage Banking, Construction Loans, Financial Structuring, Residential Mortgages, Real Estate Financing
Education
University of Bridgeport 1970 — 1972
MBA, Finance
University of Denver - Daniels College of Business 1963 — 1968
BSBA, Marketing
Trinity School 1959 — 1964
General
Valerie Diodati's UNION TRUST Experience March 2008 - Present
Job originator at union trust
Industry Banking
Experience
Union Trust Mortgage Corporation March 2008 - Present
union trust March 2008 - Present
Mortgage Industry 1986 - Present
Wells Fargo April 1993 - October 2004
Education
University of Massachusetts, Amherst
Bachelor's Degree in Business
Union Trust Mortgage Corporation March 2008 - Present
union trust March 2008 - Present
Mortgage Industry 1986 - Present
Wells Fargo April 1993 - October 2004
Education
University of Massachusetts, Amherst
Bachelor's Degree in Business
Luba Zislis's UNION TRUST Experience 1990 - 1995
Job Operations Analyst at Crius Energy, LLC
Industry Oil & Energy
Experience
Crius Energy May 2014 - Present
Crius Energy, LLC May 2014 - Present
Constellation (MXenergy) July 2004 - November 2012
MXenergy July 2004 - October 2006
Poundridge Nurseries January 2001 - January 2004
Amdour Inc January 1998 - January 2001
Kaplan Agency, Inc January 1995 - January 1998
Union Trust 1990 - 1995
Education
Odessa State Academy of Civil Engineering and Architecture 1973 — 1980
Masters in Engineering, Civil Engineering
American Institute of Banking
Accounting, Banking and Finance
Crius Energy May 2014 - Present
Crius Energy, LLC May 2014 - Present
Constellation (MXenergy) July 2004 - November 2012
MXenergy July 2004 - October 2006
Poundridge Nurseries January 2001 - January 2004
Amdour Inc January 1998 - January 2001
Kaplan Agency, Inc January 1995 - January 1998
Union Trust 1990 - 1995
Education
Odessa State Academy of Civil Engineering and Architecture 1973 — 1980
Masters in Engineering, Civil Engineering
American Institute of Banking
Accounting, Banking and Finance
Rosemary Nixon's UNION TRUST Experience 1983 - 1988
Job Owner, Create Your Best Retirement
Industry Professional Training & Coaching
Experience
Create Your Best Retirement September 2008 - Present
Evershore Financial Group September 2009 - April 2012
Ameriprise Financial Services, Inc. September 1996 - September 2008
Prudential Real Estate 1988 - 1996
Union Trust 1983 - 1988
Colonial Bank 1979 - 1983
YWCA 1975 - 1979
Retired Senior and Volunteer Program (RSVP) 1970 - 1975
Skills
Executive Coaching, Public Speaking, Certified Retirement..., Personal Financial..., Nonprofit Management, Retired Financial..., Blogger, Leadership Development, Nonprofits, Fixed Annuities, Strategic Financial..., Investments, Estate Planning, Entrepreneurship, Mutual Funds, Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Financial Planning
Education
MBA, University of Hartford
Master of Arts (M.A.), Finance and Organizational Behavior
Northeastern University
Master's degree, Political Science and Public Administration
Northeastern University
Bachelor's degree, Political Science and Government
Create Your Best Retirement September 2008 - Present
Evershore Financial Group September 2009 - April 2012
Ameriprise Financial Services, Inc. September 1996 - September 2008
Prudential Real Estate 1988 - 1996
Union Trust 1983 - 1988
Colonial Bank 1979 - 1983
YWCA 1975 - 1979
Retired Senior and Volunteer Program (RSVP) 1970 - 1975
Skills
Executive Coaching, Public Speaking, Certified Retirement..., Personal Financial..., Nonprofit Management, Retired Financial..., Blogger, Leadership Development, Nonprofits, Fixed Annuities, Strategic Financial..., Investments, Estate Planning, Entrepreneurship, Mutual Funds, Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Financial Planning
Education
MBA, University of Hartford
Master of Arts (M.A.), Finance and Organizational Behavior
Northeastern University
Master's degree, Political Science and Public Administration
Northeastern University
Bachelor's degree, Political Science and Government
Valerie Diodati's UNION TRUST Experience March 2008 - March 2010
Job Senior Loan Officer at Mortgage Network, Inc.
Industry Financial Services
Experience
Mortgage Network, Inc. March 2014 - Present
Wells Fargo October 2010 - March 2014
Patriot Bank March 2010 - October 2010
union trust March 2008 - March 2010
Skills
Customer Relations, Excel, Investments, Customer Service, Microsoft Office
Education
University of Massachusetts, Amherst 1982 — 1983
Bachelor of Business Administration (BBA), Marketing
Arizona State University 1981 — 1982
Mortgage Network, Inc. March 2014 - Present
Wells Fargo October 2010 - March 2014
Patriot Bank March 2010 - October 2010
union trust March 2008 - March 2010
Skills
Customer Relations, Excel, Investments, Customer Service, Microsoft Office
Education
University of Massachusetts, Amherst 1982 — 1983
Bachelor of Business Administration (BBA), Marketing
Arizona State University 1981 — 1982
Irene Ogarek's UNION TRUST Experience April 1984 - January 1986
Job Banking Professional
Industry
Experience
Sovereign Bank September 2001 - December 2009
Commercial Lending Sovereign Precious Metals September 2001 - December 2009
Sovereign Bank January 2001 - January 2009
Credit Officer Fleet Capital Leasing January 2000 - January 2001
FLEET BOSTON FINANCIAL GROUP January 1992 - January 2001
Fleet Precious Metals, Inc January 1996 - January 2000
Small Business Lending (Shawmut) January 1993 - January 1996
Asset Based Lending (Shawmut) January 1992 - January 1993
Fleet Bank January 1986 - January 1992
UNION TRUST April 1984 - January 1986
Education
University of Rhode Island
Bachelors of Arts
Sovereign Bank September 2001 - December 2009
Commercial Lending Sovereign Precious Metals September 2001 - December 2009
Sovereign Bank January 2001 - January 2009
Credit Officer Fleet Capital Leasing January 2000 - January 2001
FLEET BOSTON FINANCIAL GROUP January 1992 - January 2001
Fleet Precious Metals, Inc January 1996 - January 2000
Small Business Lending (Shawmut) January 1993 - January 1996
Asset Based Lending (Shawmut) January 1992 - January 1993
Fleet Bank January 1986 - January 1992
UNION TRUST April 1984 - January 1986
Education
University of Rhode Island
Bachelors of Arts