Winchester Savings Bank
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Winchester Savings Bank Employees
Bank of New England June 2014 - Present
Middlesex Federal Savings Bank, F.A. 2013 - 2014
TD Bank February 2012 - May 2013
Winchester Savings Bank January 2006 - February 2012
Skills
strong relationship..., excellent research,..., strong analytical,..., effective working with..., prompt handling and..., attentive to compliance..., Financial Analysis, Loans, Process Improvement, Banking, Credit, Training, Commercial Banking, Credit Analysis, Small Business Lending, Credit Risk, Retail Banking, Relationship Management, Finance, Portfolio Management
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA, Economics & Finance
Winchester Savings Bank October 2010 - Present
Spanish Béisbol Network/Productions January 2007 - November 2014
Boston Federal Savings Bank December 1992 - February 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2002
MBA, Management
University of Kansas
Bachelor of Arts (BA), Human Biology
Winchester Savings Bank April 2013 - Present
Winchester Savings Bank 2008 - Present
Winchester Savings Bank 2003 - 2008
Valley View Bank 2002 - 2003
Bank of Jackson Hole 2001 - 2002
Jackson Hole Central Reservations 1994 - 2001
Skills
Loans, Credit, Banking, Financial Analysis, Microsoft Excel, Mortgage Lending, Retail Banking, Customer Service, Risk Management, Microsoft Word, Microsoft Office, Underwriting, Marketing, Cross Selling, Consumer Lending
Education
New England College of Financial Studies at Babson College 2012 — 2013
Certificate Program, Banking and finance
Johnson County Community College 1990 — 1992
Associates
Berkshire Hathaway September 2009 - Present
Winchester Savings Bank 1996 - 2000
Skills
Microsoft Office, Human Resources, Employee Relations, Recruiting, Management
Education
BrewsterAcademy 1993 — 1996
Catawba College
HR, Business Administration and Management, General
Northeastern University
Bachelor of Business Administration (BBA), Human Resources Management and Services
Bangor Savings Bank October 2014 - Present
Kennebunk Savings March 2012 - August 2014
CUNA Mutual Group October 2000 - August 2010
State of Maine 1998 - 1999
KeyBank April 1993 - October 1994
Winchester Savings Bank April 1990 - December 1992
Skills
Credit, Credit Analysis, Commercial Lending, Loans, Small Business Lending, Consumer Lending, Loan Origination, Banking, Portfolio Management, Mortgage Lending
Education
Boston College
Bachelor of Arts (B.A.), Economics
Wellington Management June 2014 - Present
Winchester Savings Bank May 2008 - July 2015
Muhlenberg College October 2011 - May 2014
Baldrige Asset Management January 2013 - May 2013
Boston Private June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Morningstar, Economics, Corporate Finance, Statistics, Photoshop, Data Entry, Spanish, Outlook, Analysis, Finance
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance, Business Administration
Universiteit Maastricht 2012 — 2012
International Business
Winchester High School 2006 — 2010
Cambridge Trust Company March 2015 - Present
Citizens Bank July 2008 - March 2015
Bank of America May 2004 - July 2008
Salem Five Bank 2003 - 2003
Cambridgeport Bank 1999 - 2003
Winchester Savings Bank 1996 - 1999
National Medical Care 1990 - 1994
Skills
Residential Mortgages, Investment Properties, Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, VA loans, FHA financing, USDA, Government Loans, Banking, Home Equity Lines of..., Non-Conforming, Construction Loans, Commercial Lending, Residential Homes, Finance, Portfolio Management, Small Business Lending, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Real Estate, Financial Analysis, Credit Analysis, Underwriting, First Time Home Buyers, Referrals, Condos, Mortgage Underwriting, Reverse Mortgages, Home Equity Loans, Loss Mitigation, Cross Selling, Investors, Consumer Lending
Education
Northeastern University 1986 — 1991
Bachelor Of Science, Business Administration and Management, General
Arlington 1982 — 1986
William Raveis Mortgage LLC August 2014 - Present
William Raveis Mortgage LLC November 2012 - July 2014
Howard J Rock, Esq January 2012 - November 2012
Leader Bank February 2009 - February 2011
Leader Bank October 2007 - February 2009
Winchester Savings Bank November 2003 - September 2007
Winchester Savings Bank February 2006 - February 2007
Skills
Litigation, Legal Writing, Mortgage Lending, Credit, Mortgage Banking, Westlaw, Legal Assistance, Legal Research, Loans, Banking, Customer Service, Residential Mortgages
Education
Middlesex Community College 2004 — 2007
winchester savings bank December 2003 - Present
Stoneham Savings, a division of Salem Five Bancorp September 1993 - September 2003
Stoneham Savings Bank 1999 - 2002
Skills
Banking, Credit, Retail Banking, Loans, Commercial Lending, Mortgage Lending, Mortgage Banking, Financial Analysis, Risk Management, Accounting, Commercial Mortgages, Budgets, Access, Customer Service, Microsoft Excel, Employee Training
Education
New England College of Business and Finance 1995 — 1998
just courses, Finance, General
Wakefield High School 1971 — 1975
diploma, Business
Artisan Rug Restoration Co. January 2009 - Present
The MERA GROUP January 2005 - Present
Winchester Savings Bank 1990 - Present
Koko Boodakian& Sons, Inc January 1974 - July 2008
This Old House 2003 - 2008
Skills
Insurance, Public Speaking, Art, Fine Art, Negotiation, Strategic Planning, Expert Witness, Auctions, Marketing, Appraisals, Customer Service, Sales, Marketing Strategy, Small Business, New Business Development, Retail, Research, Claim, Flooring, Consultants, Mentoring, Friendly Personality, Nonprofits, Restoration, Furniture, Advertising, Management, Entrepreneurship, Editing, Consulting, Finish, Online Marketing, Art Exhibitions, Furnishings, Training, Jewelry, Museums, Wholesale, Textiles, Curating, Watches, Gems, Business
Education
Bucknell University 1970 — 1974
BS, Business Administration, Management
NH1 Media Production April 2015 - Present
Winchester Savings Bank June 2011 - August 2015
Winchester Savings Bank May 2014 - August 2014
Commonwealth of Massachusetts, Office of Governor Deval L. Patrick June 2013 - August 2013
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, News Writing, Creative Writing, Budget Management, Social Networking, Human Resources, Facebook, Editing
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Communication, English Writing
Regent's University London 2014 — 2014
Communication
Arlington Catholic High School 2007 — 2011
Winchester Savings Bank March 2015 - Present
Winchester Savings Bank May 2013 - Present
Salem Five Bank April 2011 - May 2013
Salem Five Bank July 2010 - March 2011
Skills
HAMP, GSE, Mortgage Servicing, Loss Mitigation, Loan Modifications, LPS, Underwriting, Mortgage Lending, Leadership, Loans, Commercial Lending, Customer Service, Mortgage Banking, Outlook, Refinance, Sales
Education
New England College of Business and Finance 2014 — 2015
Master of Business Administration (M.B.A.); GPA: 3.98
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (BS), Business Administration: Dual Minor in Finance & International Business
Carbonite March 2013 - Present
Winchester Savings Bank July 2008 - Present
Carbonite October 2012 - March 2013
St. Mary's Parish June 2004 - May 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Time Management, Customer Service
Education
Suffolk University - Sawyer Business School 2008 — 2012
Winchester Savings Bank January 2010 - Present
Sovereign Bank February 2008 - May 2009
Sovereign Bank January 2006 - February 2008
The Bank of New York 1993 - 2002
Education
Providence College 1989 — 1993
BS, Business Administration
Winchester Savings Bank 1997 - 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Banking, Cash Management, Financial Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Suffolk University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting, Cum Laude
IBM May 2015 - Present
IBM January 2008 - Present
IBM August 2004 - December 2007
Lotus Development 2003 - 2004
Lotus Development 2001 - 2003
Lotus Development 1998 - 2001
Lotus Development 1993 - 1998
Lotus Development 1990 - 1994
Bank of New England November 1988 - May 1990
Winchester Savings Bank 1984 - 1988
Skills
Business Development, Software Engineering, Project Management, Integration, Management, Lotus Notes, Enterprise Architecture, Leadership, Databases, Consulting, Marketing, Enterprise Software, Business Intelligence, Lotus, Management Consulting, Software Development, Mobile Applications, Knowledge Transfer, Sales, Software Project..., Cloud Computing, Mobile Devices, SaaS, IT Strategy, Sales Enablement, Product Management, Content Strategy, Recruiting, Agile Methodologies, CRM, SOA, Pre-sales
Education
Northeastern University 1978 — 1983
BA, Business Administration
Winchester Savings Bank December 2014 - Present
Metro Credit Union May 2012 - December 2014
Metro Credit Union May 2011 - May 2012
University Credit Union August 2009 - May 2011
University Credit Union July 2005 - October 2009
Skills
Banking, Risk Management, Financial Analysis, Financial Reporting, Credit, Finance, Loans, Strategic Financial..., Teamwork, Accounting, Financial Modeling, Investments, Auditing, Financial Services, Credit Analysis, Mortgage Lending, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master, Business Administration
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master of Science, Accountancy
Northeastern University
Bachelor of Science, Finance
Winchester Savings Bank January 2011 - Present
Regis College September 2006 - March 2011
UST Corp. September 1998 - January 2000
Education
University of Massachusetts Boston 1986 — 1991
MBA, Accounting
Regis College 1979 — 1983
BA, Mathmatics
Eastern Bank February 1998 - Present
William Ardiff Law Office 1985 - 1987
Winchester Savings Bank 1981 - 1986
Skills
Training, Team Building, Sales, Event Planning, Banking, Customer Service, Microsoft Excel, PowerPoint, Small Business Lending, Commercial Lending, Retail
Education
North Shore Community College 1972 — 1975
Associates, Secretarial Science / Medical
Consumer Financial Protection Bureau 2013 - 2014
Boston Based Credit Union June 2012 - December 2013
Winchester Savings Bank 2003 - 2009
MedfordBank 2001 - 2003
USTrust, (formerly Somerset Bank) 1998 - 2000
Somerset Bank 1988 - January 1998
Somerset Savings Bank January 1988 - January 1991
THE SADDLEBROOK CORPORATION 1986 - 1988
Skills
Project Management, Product Development, Retail Banking, Banking, Relationship Management, Financial Analysis, Budgets, Business Development, Sales Management, Program Management, Investments, Sales, Mergers, Business Strategy, Management, Business Analysis, Financial Services, Risk Management, Cross-functional Team..., Finance, Strategic Planning, Mergers & Acquisitions, Integration, Team Building, Strategy, Market Research, Policy, Account Management, Leadership, Product Management, Coaching, Executive Management, Vendor Management, Business Process..., Change Management, Team Leadership, Project Planning, Process Improvement, Management Consulting, Analysis, Team Management, Performance Management, Human Resources, Recruiting, Training
Education
Salem State University 1970 — 1974
Bachelor of Science, Business Administration
Matignon High School 1966 — 1970
Dassault Systèmes January 2010 - Present
NBC Universal September 2008 - May 2009
Winchester Savings Bank January 2005 - August 2008
Futurethink LLC August 2007 - January 2008
Skills
Customer Service, Business Analysis, Purchasing, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Strategy, PowerPoint, Social Media, Team Building, Negotiation, Event Planning, SAP BI, PeopleSoft, Reporting & Analysis, Oracle Applications, Ariba, Visio
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Century 21 Commonwealth January 2013 - Present
Coldwell Banker Residential Brokerage January 2006 - December 2010
Bank of America / Formerly FleetBoston November 2001 - June 2002
Bank of America / Formerly BankBoston June 1997 - November 2001
Bank of America / Formerly BankBoston February 1993 - June 1997
Winchester Savings Bank September 1991 - February 1993
Pioneer Financial June 1988 - September 1991
Watertown Savings Bank, MA October 1984 - June 1988
Skills
Negotiation, Team Building, Real Estate, Customer Service, Coaching, New Business Development, Marketing, Sales, Sales Management, Credit, Training, Microsoft Excel, PowerPoint, Budgets, Banking, Risk Management, Loans, Mortgage Lending, Relocation, Retail Banking, Microsoft Word, Management, Auditing, Procedure Manuals, Employee Training, Employee Management, Problem Solving, Business Process..., Project Planning, Project Management, Department Budgeting
Education
Babson College 1984 — 1988
Bachelor's degree, Marketing and Communications
Winchester Savings Bank September 2011 - Present
Skills
Banking, Credit, Customer Service, Financial Analysis, Loans, Mortgage Lending, Strategic Planning, Commercial Lending, Investments, Leadership, Underwriting
Education
Norwich University 1988 — 1992
BS, Business Management
Winchester Savings Bank October 2010 - Present
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Management
LINK II LLC January 2010 - Present
Private Real Estate Investment Group 1979 - Present
Spofford Group 2002 - 2005
Private "Angel" Investor 2000 - 2001
John Hancock 1996 - 2000
Sovereign Asset Management 1993 - 1996
NM Capital Management 1993 - 1996
Winchester Group, Inc. 1982 - 1993
Winchester Savings Bank 1974 - 1982
Skills
Investment Properties, Investments, Real Estate, Residential Homes, Real Estate Development, Start-ups, Finance, Management
Education
Boston College - Carroll School of Management
BS, Accounting / Finance
Winchester Savings Bank July 2004 - Present
Skills
Banking, Cash Management, Commercial Banking, Loans, Retail Banking, Capital Markets, Commercial Lending, Corporate Finance, Credit, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Mortgage Lending, Portfolio Management, Risk Management, Treasury Management
Education
University of Phoenix
Business Management
Winchester Savings Bank June 2015 - Present
Rockland Trust January 2015 - June 2015
Rockland Trust February 2013 - January 2015
Central Bank/Rockland Trust June 2010 - February 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word
Education
New England College of Business and Finance 2013 — 2015
Accounting
Framingham State College 2011 — 2012
Winchester Savings Bank April 2015 - Present
Winchester Savings Bank January 2005 - Present
SG Consulting January 1999 - 2004
Skills
HRIS, HR Strategy, HR Solutions, Payroll Processing, Employee Handbooks, Training & Development, Staff Training, Personnel Management, Employee Relations, Payroll, Human Resources, Talent Acquisition, Performance Management, Leadership, Training
Education
UMass Lowell
BSBA, Business Administration and Marketing
Washington State University
Business Administration and Management, General
Winchester Savings Bank November 2013 - Present
Dunkin Donuts April 2008 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English
Education
Middlesex Community College 2012 — 2015
paralegal
woburn high school