BNET Industries
- Private
- US
Dow Jones Description
Fleetboston Financial Corporation. The Group's principal activities are to provide a wide range of financial services. The Group's financial services include consumer and small business banking, commercial banking, middle-market lending, asset-based lending, leasing, cash management, trade finance and government banking.
Senior Vice President
Glenn N. EichenPeer Companies
NAICS Code Commercial Banking: 522110
Recent Events
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News & Analysis
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benefits and fleetboston financial corp. - All News and Analysis
$515 million settlement OK'd
WASHINGTON -- Bank of America and FleetBoston Financial have agreed to pay a total of $515 million to resolve allegations of improper mutual-fund trading and to reduce fees investors pay by $160 million in the biggest fund scandal settlement to date, federal and New York state authorities said Monday. ...
Banks agree to record payout
WASHINGTON -- Bank of America and FleetBoston Financial have agreed to pay a total of $515 million to resolve allegations of improper mutual-fund trading and to reduce fees investors pay by $160 million in the biggest fund scandal settlement to date, federal and New York state authorities said Monday. ...
Regulators Say Great Neck, N.Y., Firm Manipulated Mutual Fund Trading.
By Susan Harrigan, Newsday, Melville, N.Y. Knight Ridder/Tribune Business News Mar. 2--Signalert Corp., a Great Neck-based investment advisory firm, was one of nine firms and individuals identified by federal and state regulators last week as having made special arrangements to do ...
FleetBoston units accused of allowing market timing
State and federal regulators Tuesday accused the mutual fund units of FleetBoston Financial of cutting secret deals with certain preferred customers to let them engage in frequent trading. The Securities and Exchange Commission and New York Attorney General Eliot Spitzer filed civil fraud actions against Columbia Management Advisors and...
FleetBoston's Earnings Leap in Fourth Quarter.
By David McPherson, Providence Journal, R.I. Knight Ridder/Tribune Business News Jan. 16--FleetBoston Financial Corp. reported that earnings nearly tripled in the fourth quarter of last year as New England's largest bank prepares to be bought by Bank of America. ...
BofA-FleetBoston deal draws heat
Bank of America Corp.'s Kenneth Lewis cut 10,000 jobs and presided over eight straight quarters of rising profit since becoming chief executive officer in 2001. Investors responded by driving up the Charlotte, N.C.-based bank's shares by 49 percent. Until this week. Lewis's offer Monday to pay $47 billion for FleetBoston...
Former CEO of FleetBoston Stands to Reap Millions from Possible Merger.
By Christopher Rowland, The Boston Globe Knight Ridder/Tribune Business News Oct. 28--Terrence Murray, the man responsible for building FleetBoston Financial Corp. from a regional Rhode Island bank into a national acquisition prize, is in a position to reap some of the ...
Magazine Cites Three Boston Employers as Family Friendly.
By Diane E. Lewis, The Boston Globe Knight Ridder/Tribune Business News Sep. 25--Three Boston companies were named yesterday in Working Mother magazine's annual list of top companies for working mothers. The companies -- Blue Cross and Blue Shield of Massachusetts,...
FleetBoston Financial Hires New Equity Portfolio Executive.
By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Sep. 4--FleetBoston Financial Corp.'s investment group has hired Colin Moore, a former Putnam Investments executive, to oversee a staff of 40 and $70 billion in equity portfolios. Moore, 44, left...
London Firm to Drive FleetBoston's Lincoln Operation.
By Lisa Biank Fasig, Providence Journal, R.I. Knight Ridder/Tribune Business News May 3--FleetBoston Financial Corp. has transferred management of part of its retirement services business in Lincoln to a London company, which is hiring about 80 of FleetBoston's employees and assuming...
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Decision Makers
| Name (plus bio) | Position |
|---|---|
| Glenn N. Eichen | Senior Vice President |
| Paul Marchese | Senior Vice President, Client Services |
| Doug Cooney | Director of Executive Search |
| J Brian King | Director of Product Development |
| David Sherman | Staff Specialist |
| Ken Pulido | |
| Mary Helen Gillespie |
GLENN N. EICHEN - is Senior Vice President, Director of Federal Taxation at Countrywide. (Formerly Senior Vice President for FleetBoston Financial in Providence, Rhode Island). Previously, he was Manager of Domestic Tax Research and Planning for the First National Bank of Chicago. Prior to that, Mr. Eichen was a Principal with Arthur Young and Company in their National Tax Group in Washington, D.C. He received his JD degree from George Washington University, his MBA from the Wharton School, and his BA degree from Amherst College. Mr. Eichen has been an author of articles on this subject, including Mark-to-Market Regulations Provide Preliminary Guidance on Complying with Section 475, Levy and Eichen, Journal of Bank Taxation, (Summer 1994); Elwood, Eichen, and Brzezenski, Many Questions Remain on Applying Mark-to-Market Rules to Affiliated Groups, Journal of Taxation, (March 1995).
| Organization | Position | Status |
|---|---|---|
| FleetBoston Financial | Senior Vice President | Current |
| Bank Tax Institute | Board of Directors | Current |
| First National Bank of Chicago | Manager | Former |
| Arthur Young, Inc. | Principal | Former |
| The George Washington University | Jd Degree | Former |
| Wharton Graduate School of the University of Pennsylvania | MBA | Former |
| Amherst College | BA Degree | Former |
| Organization | Position | Status |
|---|---|---|
| St. Germain Investment Management's | Senior Vice President, Client Services | Current |
| DJ St.-Germain Co. Inc. | Senior Vice President, Client Services | Current |
| FleetBoston Financial | Senior Vice President, Client Services | Current |
| St. Germain Investment Management's | Head of Client Services and Business Development | Current |
| FleetBoston Financial | Vice President | Former |
| Boston College | MBA | Former |
| Georgetown University | BA In Economics | Former |
Doug Cooney has over 20 years of search experience with FleetBoston Financial as the Director of Executive Search, completing 1000 searches for executive and senior level positions and he serves as an invaluable resource for searches in the Financial Business sector. Doug is a graduate of the University of Massachusetts at Amherst, where he received a BA and MA in Sociology.
| Organization | Position | Status |
|---|---|---|
| Erisearch.Net | Director of Executive Search | Current |
| FleetBoston Financial | Director of Executive Search | Current |
| Erisearch.Net | Board of Directors | Current |
| University of Massachusetts Amherst | Ba and Ma In Sociology. | Former |
J. Brian King is the practice manager for Consumer Lending and Mortgage Banking at BenchMark Consulting International. As practice manager, King is responsible for sales and delivery of consulting services to the consumer lending area of banks, as well as sales and delivery of consulting services to the mortgage industry. King possesses more than 15 years in the financial services industry. Prior to joining BenchMark, King was a national sales manager for a division of Wolters Kluwer Financial Services. Before that, he was senior vice president of sales and business development at Info-One/VARDS, a wholly owned subsidiary of Wachovia Corporation. King's previous roles also include senior vice president of business development at Wachovia Bank, and director of product development and marketing at Home Equity USA, a division of FleetBoston Financial. Prior to Home Equity USA, King held marketing and strategic planning roles in other divisions within FleetBoston Financial. Mr. King is a graduate of Winthrop University where he obtained a B.S. in Marketing and his MBA, as well as a MEd in Counseling.
| Organization | Position | Status |
|---|---|---|
| Wachovia Bank | Senior Vice President of Business Development | Current |
| Benchmark Consulting International | Senior Vice President: Consumer, Mortgage and Retail Practice Executive | Current |
| FleetBoston Financial | Director of Product Development | Current |
| Consumer Lending | Practice Manager | Current |
| Benchmark Consulting International | Practice Manager | Former |
| Wolters Kluwer Financial Services | Sales Manager | Former |
| Benchmark Consulting International | Practice Executive for Consumer, Mortgage, and Retail | Former |
| Winthrop University | B.S. In Marketing and His Mba, as Well as A Med In Counseling. | Former |
In addition to his work at ADS, David is currently a System Staff Specialist for FleetBoston Financial, involved in the design, development and maintenance of the Fleet Bank Web sites. David holds a MS in Computer Information Science from The New Jersey Institute of Technology, a BS in Electrical Engineering from the University of Rhode Island, and Certificates in Java Programming, Visual Age for Java, and WebSphere Application Server.
| Organization | Position | Status |
|---|---|---|
| Applied Dynamic Solutions, LLC | Partner | Current |
| FleetBoston Financial | Staff Specialist | Current |
| New Jersey Institute of Technology | MS In Computer Information Science | Former |
Ken Pulido joined NewStar in 2006 from Calpine Corp, where he was a Director of Finance supporting the company's business development and corporate finance activities. In that role Ken participated in over $1Bn of transactions including asset divestitures and sales, corporate financings and contract restructurings. Ken's previous experience includes positions at FleetBoston Financial originating and structuring senior debt financings for customers in the Energy and Utilities sectors and at Enron Capital and Trade Resources in the Structured Commodity Finance group. Ken holds an MBA from the Stanford University Graduate School of Business and a B.S. in Mechanical Engineering from the University of California, Irvine.
| Organization | Position | Status |
|---|---|---|
| NewStar Financial, Inc. | Vice President | Current |
| FleetBoston Financial | Current | |
| Trade Resources Company | Current | |
| Calpine Corporation | Director of Finance | Former |
| University of California, Irvine | MBA | Former |
| Stanford University | Mba | Former |
| University of California, Irvine | B.S. In Mechanical Engineering | Former |
| Organization | Position | Status |
|---|---|---|
| Gillespie Interactive | CEO | Current |
| Bostonworks | President, Gillespie Interactive | Current |
| FleetBoston Financial | Current | |
| Gillespie Interactive | President | Former |
| Bostonworks | Manager | Former |
| Boston Herald Inc. | Reporter | Former |
| Gillespie Interactive | Management Consultant | Former |
| Boston Herald Inc. | Editor | Former |
| Northeastern University | MBA In General Management | Former |
| Northeastern University | BA In Journalism | Former |
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