Top Vice President, Relationship Managers in Greater Boston Area
Michael Dolaher
National Accounts Manager, Financial Institutions
Greater Boston Area
National Accounts Manager, Financial Institutions
Vice President, Account Development
Vice President, Relationship Manager, Financial Institution Channel
Relationship Manager, Wirehouse/Regional Channel
National Account Manager, Bank Channel
Sales Desk Manager, Wirehouse/Regional Channel
Senior Internal Wholesaler
Student
Retirement Planning Specialist
Senior Sales Desk Specialist – Insurance & Annuity Sales Desk
Senior Case Manager/Team Leader
Technical Recruiter
Customer Service Representative
Suffolk University
University of New Hampshire
Wilbraham & Monson Academy
Recommendations: 15
strong presentation skills
product knowledge
client relationship management skills
Mutual Funds
Customer Relations
Investments
Sales Management
Customer Service
m****[email protected]
Michael CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Vice President, Relationship Manager, Financial Reserves Management
Vice President, Product Engineer
Principal
Senior Vice President, Head of Insurance Investment Management Group
New York University - Leonard N. Stern School of Business
Lehigh University
Recommendations: 2
Investments
Fixed Income
Asset Management
Portfolio Management
Equities
Financial Services
Alternative Investments
Hedge Funds
m****[email protected]
Sally Bradley-Golding
Account Executive/Strategic Relationship Manager, Large Corporate Market
Greater Boston Area
Account Executive/Strategic Relationship Manager, Large Corporate Market
Vice President, Strategic Alliances
Vice President Relationship Management
Vice President, Relationship Manager
Vice President, Division Manager of Client Services
Flagler College
University of Toronto
Recommendations: 1
Investments
Defined Benefit
Financial Services
Integrated Marketing
Mutual Funds
Retirement
Series 63
401k
s****[email protected]
Julie Kelly Dyer
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
VP, Relationship Manager
Director, Relationship Management
Manager, New Business Development
Senior Product Consultant, New Business Development
Portfolio Administrator, Investment Council
Villanova University
Recommendations: 1
Financial Services
Investments
Mutual Funds
New Business Development
Portfolio Management
Relationship Management
Securities
Series 7
j****[email protected]
Jennifer Curran
Commercial Lender
Greater Boston Area
Commercial Lender
Vice President, Relationship Manager
VP, Commercial Account Manager
VP, Commercial Loan Officer
AVP, Credit Analyst
Credit Analyst II
Fund Accountant
Boston College
Tulane University
Notre Dame Academy
Recommendations: 0
Credit
Credit Analysis
Loans
Commercial Lending
Portfolio Management
Banking
Commercial Banking
Small Business Lending
b****[email protected]
Mike McAuliffe
President
Greater Boston Area
President
First Executive Vice President & Chief Commercial Banking Officer
Senior Vice President, Market Manager - Portfolio Management
SVP, Team Leader - Middle Market Lending
Vice President, Relationship Manager, Middle Market Lending
Vice President, Relationship Manager, Middle Market
Vice President, Insurance Sales
Vice President, Relationship Manager, Insurance and Mutual Fund Lending Group
VIce President, Relationship Manager, New England Middle Market
Purchasing Manager
Boston University Graduate School of Management
Dartmouth College
Recommendations: 0
m****[email protected]
John P. Nuzzo
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
Vice President, Senior Portfolio Manager
Management Associate
Assistant Vice President / Relationship Manager
Collateral Asset Based Examiner
Collateral Analyst
Boston College Carroll Graduate School of Management
Boston College
Recommendations: 0
Asset Based Lending
Financial Modeling
Financial Analysis
Credit Analysis
Commercial Lending
Corporate Finance
Portfolio Management
Loans
n****[email protected]
Thomas A. Doherty III "Tad"
Consultant/Broker
Greater Boston Area
Consultant/Broker
Advisor
Breakfast Club Committee
Assistant ice hockey coach, goalies
Board Member,Treasurer, Executive & Finance Committee
Associate Coach-in-Chief, Instuctor, Evaluator and Coach
AVP
Vice President, Relationship Manager
Men's Varsity Hockey Team, Goalie Coach
Account Representative
Boston University
Noble and Greenough School
Recommendations: 0
Employee Benefits
Long Term Care Specialist
Leadership
Insurance
Coaching
Recruiting
Sales
Public Speaking
t****[email protected]
d****[email protected]
Robert Kaufman
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
Analyst
Associate
Boston University
Boston University Questrom School of Business
Recommendations: 0
Loans
Commercial Lending
Real Estate Economics
Underwriting
Asset Management
Real Estate
Portfolio Management
Financial Analysis
r****[email protected]
Bruce Daniels
Senior Vice President
Greater Boston Area
Senior Vice President
Senior Vice President, Team Leader - Middle Market Banking
Vice President, Relationship Manager - Corporate Banking
Senior Vice President / Team Leader
Dartmouth College
Questrom School of Business, Boston University
Recommendations: 0
Commercial Banking
Underwriting
Portfolio Management
Risk Management
Credit
Business Development
Commercial Lending
b****[email protected]
Robert Calamari
Senior Vice President, Brand & Regional Marketing and Insights
Greater Boston Area
Senior Vice President, Brand & Regional Marketing and Insights
Senior Manager, Strategic Services, Financial Services Industry Practice
Vice President, Relationship Manager - Corporate Banking Group
Senior Vice President, Enterprise Marketing Research & Insights Executive
Senior Vice President, Consumer Marketing Research and Insights Executive
Senior Vice President, Corporate Reputation Management Executive
Director, Business Development & Strategy
The Tuck School of Business at Dartmouth
Middlebury College
Recommendations: 0
r****[email protected]
Michael Langill
Vice President, Relationship Manager - National Accounts
Greater Boston Area
Vice President, Relationship Manager - National Accounts
Client Development Specialist - National Accounts
Product Management - Institutional Wealth Services
Shareholder Services & Project Management - SHARES Team
Recommendations: 0
m****[email protected]
Jonathan Sanchez
Vice President, Relationship Manager, Asset Based Lending
Greater Boston Area
Vice President, Relationship Manager, Asset Based Lending
Vice President, Commercial Banking
Assistant Vice President Commercial Banking
Portfolio Manager, Managed Assets
Commercial Credit Analyst II
Credit Analyst Intern
Credit Analyst Intern
Boston College - Carroll School of Management
Bentley University
Boston Latin Academy
Recommendations: 0
Credit Risk
Credit Analysis
Commercial Banking
Commercial Lending
Portfolio Management
Loans
Banking
Financial Modeling
j****[email protected]
Caitlin Roos
Senior Vice President Private Banker
Greater Boston Area
Senior Vice President Private Banker
Board Member
Vice President, Relationship Manager
Senior Business Development Officer
Simmons College
Framingham State College
Arlington High
Recommendations: 0
Loans
Business Analysis
Customer Service
Credit
Banking
Retail Banking
Portfolio Management
Credit Analysis
c****[email protected]
Adam Earle
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
Relationaship Manager
Boston University
University of New Hampshire
Avon Old Farms
Recommendations: 0
Mergers & Acquisitions
Commercial Banking
Start-ups
Credit Analysis
Commercial Lending
Banking
Mergers
Management
a****[email protected]
Larry Albaugh
Head of Project Management
Greater Boston Area
Head of Project Management
Partner
Senior Managing Director
Managing Director, Securities Finance
Vice President, Relationship Manager
Boston University Questrom School of Business
Suffolk University - Sawyer Business School
Recommendations: 0
Securities Lending
Relationship Management
Business Development
Project Management
Marketing Communications
Securities
Asset Managment
Mutual Funds
l****[email protected]
Aaron J. Sousa
Vice President, Relationship Manager at TD Wealth Private Client Group
Greater Boston Area
Vice President, Relationship Manager at TD Wealth Private Client Group
Recommendations: 0
Investments
Financial Services
Retail Banking
Investment Strategies
Financial Advisory
Retirement Planning
Finance
Financial Planners
a****[email protected]
Anne Daly,
Assistant Vice President, Human Resources
Greater Boston Area
Assistant Vice President, Human Resources
Head of Strategic Accounts
Senior Human Resources Business Partner
Vice President, Relationship Manager
Director, Partnership Development at Berxi
Sales Director
Chief of Staff
Director, Strategic Relationship Management
D'Amore-McKim School of Business at Northeastern University
Cardinal Mooney High School, Youngstown OH
Recommendations: 0
a*****@metlife.com
Michael Permatteo
Principal, Senior Relationship Manager
Greater Boston Area
Principal, Senior Relationship Manager
Vice President, Relationship Manager
Manager, Putnam Fund Associates
Supervisor
Clark University Graduate School of Management
University of Massachusetts at Dartmouth
Recommendations: 0
Strategic Partnerships
Business Planning
Customer Relations
Contract Negotiation
Pricing Negotiation
Presentation Development
Benefits Administration
Retirement Plans
m****[email protected]
m****[email protected]
Lauren Mersereau, CFP®
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
Leadership Development Participant
Merrimack College
Recommendations: 0
d****[email protected]
