Wellesley Bank
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Wellesley Bank Employees
Employee
Years
Job
Industry
Helena Fonseca Helena Fonseca's Wellesley Bank Experience July 2013 - Present
Job Vice President, Premier Manager at Wellesley Bank
Industry Banking
Experience
Wellesley Bank July 2013 - Present
Brookline Bank May 2010 - July 2013
Citizens Bank January 2001 - May 2010
The Boston Safe Deposit & Trust - Mellon Bank October 1997 - November 2000
Skills
Banking, Management, Sales Management, Customer Service, Customer Satisfaction, Customer Retention, Portfolio Management, Portuguese, Staff Development, Staff Management, Community Outreach, Community Development, Project Management, Direct Sales, Events, Event Management, Leadership, Coaching, Team Management, Team Building, Multicultural, Revenue & Profit Growth, Consumer Lending, Small Business Lending, Home Equity Lines of..., Home Equity Loans
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Wellesley Bank July 2013 - Present
Brookline Bank May 2010 - July 2013
Citizens Bank January 2001 - May 2010
The Boston Safe Deposit & Trust - Mellon Bank October 1997 - November 2000
Skills
Banking, Management, Sales Management, Customer Service, Customer Satisfaction, Customer Retention, Portfolio Management, Portuguese, Staff Development, Staff Management, Community Outreach, Community Development, Project Management, Direct Sales, Events, Event Management, Leadership, Coaching, Team Management, Team Building, Multicultural, Revenue & Profit Growth, Consumer Lending, Small Business Lending, Home Equity Lines of..., Home Equity Loans
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Maria Cristina Espinal Maria Cristina Espinal's Wellesley Bank Experience March 2015 - Present
Job Senior Premier Banker
Industry Banking
Experience
Wellesley Bank March 2015 - Present
Citizens Bank May 2009 - March 2015
Skills
Banking, Consumer Lending, Credit, Retail Banking, Loans, Sales, Small Business Lending, Commercial Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Commercial Banking, Cross Selling, Customer Service, Branch Banking, Credit Cards, Cash Management
Education
Pontificia Universidad Católica Madre y Maestra 1999 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Universidad Catolica Santo Domingo 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Wellesley Bank March 2015 - Present
Citizens Bank May 2009 - March 2015
Skills
Banking, Consumer Lending, Credit, Retail Banking, Loans, Sales, Small Business Lending, Commercial Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Commercial Banking, Cross Selling, Customer Service, Branch Banking, Credit Cards, Cash Management
Education
Pontificia Universidad Católica Madre y Maestra 1999 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Universidad Catolica Santo Domingo 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Thomas Fontaine Thomas Fontaine's Wellesley Bank Experience August 1998 - Present
Job President & CEO at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank August 1998 - Present
Bank Boston January 1998 - August 1998
Middlesex Savings Bank August 1988 - January 1998
State Street Bank June 1986 - August 1988
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Portfolio Management, Credit, SBA, Consumer Lending, Capital Allocation, Financial Services
Education
Babson College 1988 — 1992
MBA, Finance & Entrepreneurship
University of Vermont 1982 — 1986
BA, Major: Economics Minor: American History
Wellesley High School
Wellesley Bank August 1998 - Present
Bank Boston January 1998 - August 1998
Middlesex Savings Bank August 1988 - January 1998
State Street Bank June 1986 - August 1988
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Portfolio Management, Credit, SBA, Consumer Lending, Capital Allocation, Financial Services
Education
Babson College 1988 — 1992
MBA, Finance & Entrepreneurship
University of Vermont 1982 — 1986
BA, Major: Economics Minor: American History
Wellesley High School
Cathy Lunger, CFA Cathy Lunger, CFA's Wellesley Bank Experience April 2013 - Present
Job Loan Analyst at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Steven Robbins, CPA Steven Robbins, CPA's Wellesley Bank Experience January 2015 - September 2015
Job Audit and Tax Professional
Industry Accounting
Experience
Wellesley Bank January 2015 - September 2015
Needham Bank May 2011 - January 2015
G. T. Reilly & Company June 2007 - April 2011
Education
Stonehill College 2007 — 2008
Master's degree, Accounting
Stonehill College 2003 — 2007
Bachelor of Science (BS), Accounting
Weymouth High School
Wellesley Bank January 2015 - September 2015
Needham Bank May 2011 - January 2015
G. T. Reilly & Company June 2007 - April 2011
Education
Stonehill College 2007 — 2008
Master's degree, Accounting
Stonehill College 2003 — 2007
Bachelor of Science (BS), Accounting
Weymouth High School
Elizabeth Adelle Greenberg Elizabeth Adelle Greenberg's Wellesley Bank Experience February 2014 - Present
Job Executive Assistant at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank February 2014 - Present
Boston Private Bank May 2012 - January 2014
Boston Private Bank July 2011 - June 2012
Rocky Mountain Bank February 2011 - June 2011
Wells Fargo May 2010 - February 2011
Cloudveil Mountain Works June 2009 - March 2010
Hoback Sports June 2008 - June 2009
Astrid Boutique January 2006 - January 2007
Café Guru June 2004 - September 2006
Skills
Customer Service, Sales, Banking, Management, Outlook, Budgets, Risk Management, Microsoft Excel, Social Media, Financial Analysis, Event Planning, Finance, Accounting, CRM, Microsoft Office, Public Relations, Coaching, Marketing Strategy, QuickBooks, Data Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 2017 MBA Candidate
University of Maryland College Park 2004 — 2008
BS, Marketing
Robert H. Smith School of Business 2003 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Outdoor Education
The Key School
High School Diploma
Wellesley Bank February 2014 - Present
Boston Private Bank May 2012 - January 2014
Boston Private Bank July 2011 - June 2012
Rocky Mountain Bank February 2011 - June 2011
Wells Fargo May 2010 - February 2011
Cloudveil Mountain Works June 2009 - March 2010
Hoback Sports June 2008 - June 2009
Astrid Boutique January 2006 - January 2007
Café Guru June 2004 - September 2006
Skills
Customer Service, Sales, Banking, Management, Outlook, Budgets, Risk Management, Microsoft Excel, Social Media, Financial Analysis, Event Planning, Finance, Accounting, CRM, Microsoft Office, Public Relations, Coaching, Marketing Strategy, QuickBooks, Data Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 2017 MBA Candidate
University of Maryland College Park 2004 — 2008
BS, Marketing
Robert H. Smith School of Business 2003 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Outdoor Education
The Key School
High School Diploma
Ralph Letner Ralph Letner's Wellesley Bank Experience May 2014 - Present
Job Chief Lending Officer at Wellesley Bank
Industry Banking
Experience
Wellesley Bank May 2014 - Present
Boston Private Bank & Trust Company July 2010 - May 2014
RBS Citizens Bank April 2003 - June 2010
RBS Citizens Bank September 2000 - April 2003
Fleet Bank 1992 - 1994
Skills
Commercial Banking, Banking, Mortgage Lending, Credit, Underwriting, Portfolio Management, Loans, Credit Analysis, Risk Management
Education
United States Merchant Marine Academy
Bachelor's Degree, Marine Transportation
Babson College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Natick High School
Wellesley Bank May 2014 - Present
Boston Private Bank & Trust Company July 2010 - May 2014
RBS Citizens Bank April 2003 - June 2010
RBS Citizens Bank September 2000 - April 2003
Fleet Bank 1992 - 1994
Skills
Commercial Banking, Banking, Mortgage Lending, Credit, Underwriting, Portfolio Management, Loans, Credit Analysis, Risk Management
Education
United States Merchant Marine Academy
Bachelor's Degree, Marine Transportation
Babson College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Natick High School
Greg Pauplis Greg Pauplis's Wellesley Bank Experience April 2014 - Present
Job Senior Vice PresidentTeam Leader at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank April 2014 - Present
Wellesley Bank November 2009 - April 2014
Rockland Trust Company June 2003 - November 2009
Skills
Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Real Estate, Asset Based Lending, Small Business Lending, SBA, Commercial Mortgages, Finance, Commercial Banking, Financial Analysis, Loan Origination, Credit Analysis
Education
Adelphi University 1988 — 1991
Bachelor's Degree, Finance, General
Wayland High School 1980 — 1984
Diploma
Wellesley Bank April 2014 - Present
Wellesley Bank November 2009 - April 2014
Rockland Trust Company June 2003 - November 2009
Skills
Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Real Estate, Asset Based Lending, Small Business Lending, SBA, Commercial Mortgages, Finance, Commercial Banking, Financial Analysis, Loan Origination, Credit Analysis
Education
Adelphi University 1988 — 1991
Bachelor's Degree, Finance, General
Wayland High School 1980 — 1984
Diploma
Terry Hendrickson's Wellesley Bank Experience October 2013 - Present
Job Providing exceptional service in the banking industry.
Industry Banking
Experience
Wellesley Bank October 2013 - Present
Marlborough Savings Bank December 1996 - October 2013
Skills
Banking, Deposits, Internet Banking, Credit Cards, ACH, Operational Risk, Cash Management, Commercial Lending, Small Business Lending
Education
Assabet Valley Regional Technical School 1989 — 1993
Certificate of Proficiency in Banking and Retail, Banking and Retail
Wellesley Bank October 2013 - Present
Marlborough Savings Bank December 1996 - October 2013
Skills
Banking, Deposits, Internet Banking, Credit Cards, ACH, Operational Risk, Cash Management, Commercial Lending, Small Business Lending
Education
Assabet Valley Regional Technical School 1989 — 1993
Certificate of Proficiency in Banking and Retail, Banking and Retail
Tammy Hinojosa's Wellesley Bank Experience December 2011 - Present
Job Loan Underwriter at Wellesley Bank
Industry Banking
Experience
Wellesley Bank December 2011 - Present
Patriot Community Bank January 2010 - December 2011
Skills
Mortgage Lending, Loans, Banking, Underwriting, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination, Refinance, Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Credit, FHA, Portfolio Management, Risk Management, Small Business Lending, Commercial Banking, Commercial Mortgages, USDA, Retail Banking, Finance
Education
Arlington High School 1994 — 1996
Gibbs College-Boston
Visual Communications
Wellesley Bank December 2011 - Present
Patriot Community Bank January 2010 - December 2011
Skills
Mortgage Lending, Loans, Banking, Underwriting, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination, Refinance, Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Credit, FHA, Portfolio Management, Risk Management, Small Business Lending, Commercial Banking, Commercial Mortgages, USDA, Retail Banking, Finance
Education
Arlington High School 1994 — 1996
Gibbs College-Boston
Visual Communications
Kevin Haley Kevin Haley's Wellesley Bank Experience September 2014 - Present
Job Senior Premier Banker at Wellesley Bank
Industry Banking
Experience
Wellesley Bank September 2014 - Present
Wellesley Bank October 2013 - August 2014
Saint Anselm College August 2009 - May 2013
Saint Anselm College September 2009 - December 2012
Concord Recreation Department July 2007 - August 2008
Concord Recreation Department July 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Consumer Behaviour, Microsoft Word, Microsoft Office, Marketing Strategy, Financial Mgmt, Banking, American History, Economics, International Business..., Investments, Customer Service
Education
Saint Anselm College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, General, Senior
Wellesley Bank September 2014 - Present
Wellesley Bank October 2013 - August 2014
Saint Anselm College August 2009 - May 2013
Saint Anselm College September 2009 - December 2012
Concord Recreation Department July 2007 - August 2008
Concord Recreation Department July 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Consumer Behaviour, Microsoft Word, Microsoft Office, Marketing Strategy, Financial Mgmt, Banking, American History, Economics, International Business..., Investments, Customer Service
Education
Saint Anselm College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, General, Senior
Colleen Riley Eyges's Wellesley Bank Experience September 2013 - October 2014
Job Vice President Residential Mortgages @ Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank October 2014 - Present
Wellesley Bank September 2013 - October 2014
Boston Private Bank June 2010 - September 2013
Hub Mortgage Group June 2007 - June 2010
Novartis January 2000 - January 2003
Skills
Investments, Business Development, Negotiation, Strategic Planning, Business Planning, Product Development, Budgets, Marketing Strategy, Relationship Management, Account Management, Residential Mortgages, Private Banking, Credit, Investment Management, Contract Negotiation, Mortgage Lending, Commercial Banking, Loans, Portfolio Management, Banking, Real Estate, Selling, Market Research, Financial Analysis, Risk Management, Finance, Underwriting, Due Diligence, Loan Origination, Construction Loans, Refinance, Mortgage Banking, Commercial Lending, Mergers & Acquisitions, Investment Properties, Real Estate Financing, FHA, Credit Analysis, Mortgage Underwriting, Small Business Lending, Real Estate Economics, Consumer Lending, Commercial Mortgages, Financial Services, USDA, Sales, Mentoring, Word Of Mouth Marketing, Affordable Housing, Community Outreach
Education
University of Massachusetts Boston 1990 — 1992
BA, Art History
Saint Anselm College 1987 — 1989
Bachelor's degree, Classics Major
Notre Dame Academy 1983 — 1987
General Studies, General Studies
Boston Private Bank October 2014 - Present
Wellesley Bank September 2013 - October 2014
Boston Private Bank June 2010 - September 2013
Hub Mortgage Group June 2007 - June 2010
Novartis January 2000 - January 2003
Skills
Investments, Business Development, Negotiation, Strategic Planning, Business Planning, Product Development, Budgets, Marketing Strategy, Relationship Management, Account Management, Residential Mortgages, Private Banking, Credit, Investment Management, Contract Negotiation, Mortgage Lending, Commercial Banking, Loans, Portfolio Management, Banking, Real Estate, Selling, Market Research, Financial Analysis, Risk Management, Finance, Underwriting, Due Diligence, Loan Origination, Construction Loans, Refinance, Mortgage Banking, Commercial Lending, Mergers & Acquisitions, Investment Properties, Real Estate Financing, FHA, Credit Analysis, Mortgage Underwriting, Small Business Lending, Real Estate Economics, Consumer Lending, Commercial Mortgages, Financial Services, USDA, Sales, Mentoring, Word Of Mouth Marketing, Affordable Housing, Community Outreach
Education
University of Massachusetts Boston 1990 — 1992
BA, Art History
Saint Anselm College 1987 — 1989
Bachelor's degree, Classics Major
Notre Dame Academy 1983 — 1987
General Studies, General Studies
Andrew Maloney's Wellesley Bank Experience June 2014 - Present
Job Senior Vice President Wellesley Bank
Industry Banking
Experience
Wellesley Bank June 2014 - Present
First Republic Bank April 2010 - April 2014
RBS Citizens NA October 1999 - April 2010
RBS Citizens NA 1999 - April 2010
State Street Bank 1993 - 1999
Bank of New England 1985 - 1993
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Mutual Funds, Financial Services, Finance, Funding, Insurance, Corporate Finance, Cash Management, Derivatives, Securities, Relationship Management, Asset Management, Venture Capital, Investment Banking, Series 7, Hedge Funds, Mortgage Lending, Financial Risk, Asset Allocation, Loan Origination, Accounting, Underwriting, Strategic Financial..., Treasury Management, Structured Finance, Risk Management, Small Business Lending, Management, Credit Risk, Bonds, Private Banking, FX Options, Bloomberg
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Boston College 1973 — 1977
BA, Economics
St. Sebastian's 1969 — 1973
First Parish in Milton
Wellesley Bank June 2014 - Present
First Republic Bank April 2010 - April 2014
RBS Citizens NA October 1999 - April 2010
RBS Citizens NA 1999 - April 2010
State Street Bank 1993 - 1999
Bank of New England 1985 - 1993
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Mutual Funds, Financial Services, Finance, Funding, Insurance, Corporate Finance, Cash Management, Derivatives, Securities, Relationship Management, Asset Management, Venture Capital, Investment Banking, Series 7, Hedge Funds, Mortgage Lending, Financial Risk, Asset Allocation, Loan Origination, Accounting, Underwriting, Strategic Financial..., Treasury Management, Structured Finance, Risk Management, Small Business Lending, Management, Credit Risk, Bonds, Private Banking, FX Options, Bloomberg
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Boston College 1973 — 1977
BA, Economics
St. Sebastian's 1969 — 1973
First Parish in Milton
Carla (Lembo) Seymour's Wellesley Bank Experience December 2011 - Present
Job Deposit Operations Specialist at Wellesley Bank
Industry Banking
Experience
Wellesley Bank December 2011 - Present
Marlborough Savings Bank May 2009 - December 2011
Benjamin Franklin Bank May 2008 - May 2009
Benjamin Franklin Bank August 2006 - May 2008
Benjamin Franklin Bank January 2005 - August 2006
Skills
Banking, PowerPoint, Customer Service, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Credit, Budgets, Sales, Commercial Lending, Credit Analysis, Risk Management, Loans, Deposits, Operational Risk...
Education
Middlesex Community College 2003 — 2005
Associate Degree of Science, Liberal Arts
Waltham High School 1997 — 2001
Wellesley Bank December 2011 - Present
Marlborough Savings Bank May 2009 - December 2011
Benjamin Franklin Bank May 2008 - May 2009
Benjamin Franklin Bank August 2006 - May 2008
Benjamin Franklin Bank January 2005 - August 2006
Skills
Banking, PowerPoint, Customer Service, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Credit, Budgets, Sales, Commercial Lending, Credit Analysis, Risk Management, Loans, Deposits, Operational Risk...
Education
Middlesex Community College 2003 — 2005
Associate Degree of Science, Liberal Arts
Waltham High School 1997 — 2001
Jennifer Wheeler's Wellesley Bank Experience April 2010 - March 2011
Job AVP Loan Servicing
Industry Banking
Experience
Watertown Savings Bank June 2013 - Present
Admirals Bank March 2011 - October 2012
Wellesley Bank April 2010 - March 2011
Greystone 2006 - 2008
Eastern Bank 1998 - 2006
Skills
Loans, Credit, Mortgage Lending, Commercial Lending, Banking, Underwriting, Credit Analysis, Portfolio Management, Finance, Loan Origination, Risk Management, Leadership, Financial Services, Loan Servicing
Education
Suffolk University - Sawyer Business School 1985 — 1988
B.S.B.A., Business
Wellesley High School
Wellesley High School
Wellesley High School
Watertown Savings Bank June 2013 - Present
Admirals Bank March 2011 - October 2012
Wellesley Bank April 2010 - March 2011
Greystone 2006 - 2008
Eastern Bank 1998 - 2006
Skills
Loans, Credit, Mortgage Lending, Commercial Lending, Banking, Underwriting, Credit Analysis, Portfolio Management, Finance, Loan Origination, Risk Management, Leadership, Financial Services, Loan Servicing
Education
Suffolk University - Sawyer Business School 1985 — 1988
B.S.B.A., Business
Wellesley High School
Wellesley High School
Wellesley High School
Ann Marie DeCoff's Wellesley Bank Experience 2013 - Present
Job Vice President, Lending Operations
Industry Banking
Experience
Wellesley Bank 2013 - Present
Wellesley Bank April 2010 - April 2013
Wellesley Bank April 2005 - April 2010
Foxboro Savings Bank June 2001 - July 2004
Plymouth Savings Bank June 1991 - March 2001
Skills
Loans, Mortgage Lending, Microsoft Excel, Banking, Credit, Loan Servicing, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Loan Origination, Small Business Lending, Commercial Banking, Risk Management
Education
Suffolk University 1981 — 1984
Bachelor, Accounting
Wellesley Bank 2013 - Present
Wellesley Bank April 2010 - April 2013
Wellesley Bank April 2005 - April 2010
Foxboro Savings Bank June 2001 - July 2004
Plymouth Savings Bank June 1991 - March 2001
Skills
Loans, Mortgage Lending, Microsoft Excel, Banking, Credit, Loan Servicing, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Loan Origination, Small Business Lending, Commercial Banking, Risk Management
Education
Suffolk University 1981 — 1984
Bachelor, Accounting
James Sarno's Wellesley Bank Experience December 2014 - Present
Job
Industry Banking
Experience
Wellesley Bank December 2014 - Present
Wellesley Bank October 2013 - Present
Target June 2007 - October 2013
Skills
Team Leadership, Leadership, Microsoft Office, Training, Management, Customer Service, Sales, PowerPoint, Social Networking, Strategic Planning, Banking, Microsoft Word, Microsoft Excel, Teaching, Web Design, Computer Hardware, Leadership Development, Public Speaking, Research, Finance, Data Analysis, Regression Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Rhode Island 2007 — 2011
Bachelor of Science (BS)
University of Rhode Island 2007 — 2011
Bachelor of Arts (BA)
Wellesley Bank December 2014 - Present
Wellesley Bank October 2013 - Present
Target June 2007 - October 2013
Skills
Team Leadership, Leadership, Microsoft Office, Training, Management, Customer Service, Sales, PowerPoint, Social Networking, Strategic Planning, Banking, Microsoft Word, Microsoft Excel, Teaching, Web Design, Computer Hardware, Leadership Development, Public Speaking, Research, Finance, Data Analysis, Regression Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Rhode Island 2007 — 2011
Bachelor of Science (BS)
University of Rhode Island 2007 — 2011
Bachelor of Arts (BA)
Stephen Furbush's Wellesley Bank Experience May 2011 - Present
Job Loan Operations Administrator at Wellesley Bank
Industry Banking
Experience
Wellesley Bank May 2011 - Present
Prospect Mortgage, LLC 2009 - 2010
Skills
Commercial Lending, Sales, PowerPoint, Banking, Social Media, Event Planning, Sales Management, Microsoft Excel, Loans, New Business Development, Mortgage Lending, Small Business
Education
Emerson College 1996 — 2000
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
FHS 1989 — 1992
Wellesley Bank May 2011 - Present
Prospect Mortgage, LLC 2009 - 2010
Skills
Commercial Lending, Sales, PowerPoint, Banking, Social Media, Event Planning, Sales Management, Microsoft Excel, Loans, New Business Development, Mortgage Lending, Small Business
Education
Emerson College 1996 — 2000
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
FHS 1989 — 1992
William Johansen's Wellesley Bank Experience February 2013 - September 2014
Job IT Field Techinician at BEI Networks
Industry Information Technology and Services
Experience
BEI Net.works September 2014 - Present
Wellesley Bank February 2013 - September 2014
Skills
Banking, Credit, Portfolio Management, Customer Service, Management, Microsoft Office, Mortgage Lending, Loans, Project Management, Leadership
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's Degree
Bunker Hill Community College
BEI Net.works September 2014 - Present
Wellesley Bank February 2013 - September 2014
Skills
Banking, Credit, Portfolio Management, Customer Service, Management, Microsoft Office, Mortgage Lending, Loans, Project Management, Leadership
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's Degree
Bunker Hill Community College