Bio
Experience
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Peoples United Bank
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Bridgeport, CT
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Vice President, Compliance Officer
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2008 - 2011
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Bridgeport, CT
Comliance Officer for seven (7) regional wealth management departments.
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Webster Bank
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Waterbry, CT
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Senior Vice President, Director of Administration
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2000 - 2008
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Waterbry, CT
Oversaw a staff of fifteen (15) and three (3) sections of direct accountability, including Trust Adminstration, Estate Settlement, and Taxation; composed of 1,200 accounts with $8.5 million in revenue.
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BankBoston, N.A. (Currently Bank of America)
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Waterbury, CT
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Vice President and Trust Officer
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Dec 1992 - Mar 2000
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Waterbury, CT
Manager, Estate Settlement Department
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CityTrust Bank (Currently JP Morgan Chase & Co.)
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Bridgeport, CT
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Vice President and Trust Officer
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Feb 1988 - Nov 1992
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Bridgeport, CT
Manager, Trust Department
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Ultra Poly, Inc.
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Tacoma, WA
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General Manager and Corporate Treasurer
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May 1980 - Apr 1987
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Tacoma, WA
Industrial plactics manufacturing company
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Russell, Plummer, & Rutherford
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Boston, MA
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Associate Attorney
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Aug 1973 - Apr 1980
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Boston, MA
Estate planning, taxation, real estate, probate, and banking
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U. S. Army
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United States and Germany
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Captain
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Oct 1969 - May 1973
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United States and Germany
Platoon leader; company commander; battalion adjutant; honorable discharge
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Education
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1977 - 1979Boston University School of Law
Master of Law (LL.M.), Taxation -
1966 - 1969Boston College Law School
Doctor of Law (J.D.), Law -
1962 - 1966Bowdoin College
Bachelor of Arts (B.A.), History
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Industry Focus. “Banking and Financial Services”
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