Position:
Managing Director at AmRESS, LLC, President at Newburyport Cleantech Center
Industry:
Professional Training & Coaching
Work:
AmRESS, LLC
- Newburyport, MA since Jan 2012
-
Managing Director
Newburyport Cleantech Center
since Apr 2010
-
President
AdviCoach Massachusetts
May 2009 - Jun 2011
-
Owner
Dun & Bradstreet
Mar 2008 - May 2009
-
Principal Consultant - Sales & Marketing Solutions
IBM Global Services
2006 - 2007
-
Associate Partner
GoldenSource Corp. (formerly Financial Technologies Intl.)
Jan 2003 - Aug 2005
-
VP - Product Management
Fidelity Enterprise Data Systems (Fidelity Capital)
Mar 1997 - Jan 2003
-
Vice President – Head of Sales, Client Service and Product Strategy
Fidelity Technologies
1995 - 1997
-
Vice President – Client Service Delivery and Operations
Fidelity Investments / National Financial Services
1993 - 1995
-
Vice President - Asset Services Strategy and Planning
Fidelity Management Trust Company
1991 - 1993
-
Vice President – Investment and Trustee (401-k) Products Support
Fidelity Management Trust Company
1985 - 1991
-
Vice President – Trust Accounting and Portfolio Operations
State Street Bank
1980 - 1985
-
Trustee Operations Officer
Education:
Harvard Business School Extension 2001 - 2002
None
College of the Holy Cross 1976 - 1980
B.A., Economics, Accounting
Skills:
Management Consulting, Customer Service, Strategic Business, Customer Relations, Business Strategy, Program Management, Strategic Planning, Business Planning, Business Management, Sales Management, Database Administration, New Business Development, Management, Product Development, Organizational Development, Portfolio Management, Sales Operations, Business Analysis, Mergers & Acquisitions, Product Management, Requirements Analysis, Leadership Development, Marketing, Business Development, Asset Management, Contract Negotiation, Team Management, Strategy, Financial Services, Small Business, Negotiation, Team Building, Investments, Project Planning, Go-to-market Strategy, Cross-functional Team Leadership, Change Management, Start-ups, Marketing Strategy, Process Improvement, Analysis, CRM, Outsourcing, Coaching, Time Management, Sales, Consulting, Leadership, Public Speaking