Bank of America, Private Wealth Management
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
Bank of America, Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America, Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America, Private Wealth Management Employees
Bank of America Private Wealth Management March 2010 - Present
NorthMarq Capital February 2007 - July 2009
CitiCapital May 2006 - February 2007
CitiCapital March 2003 - May 2006
CitiCapital March 2004 - January 2005
Skills
Real Estate, Excel, Asset Management, DCF, Cash Flow, Loans, Banking, Credit, Investments, Debt, Portfolio Management, Financial Modeling, Asset Managment, Investment Properties, Underwriting, Equities, Commercial Real Estate, Management
Education
University of Arkansas 2000 — 2003
BSBA, Accounting
Hasbro February 2014 - Present
Decision Resources February 2013 - February 2014
Ropes & Gray LLP January 2011 - February 2013
Sonus Networks October 2010 - December 2010
Bank of America Private Wealth Management 2005 - 2007
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
J.D.
Boston University Questrom School of Business 2002 — 2006
B.S., Finance, Law
Bank of America, Private Wealth Management Philanthropic SpecialistJP Morgan Chase1999 - March 2008
Education
Fordham University 2007 — 2007
WhaleRock Point Partners, LLC. May 2006 - Present
Bank of America Private Wealth Management June 2004 - May 2006
Fleet Investment Advisors January 1995 - May 2004
Skills
Investments, Leadership, Portfolio Management, Equities, Wealth Management, Alternative Investments, Investment Management, Investment Advisory, Asset Allocation, Hedge Funds, Asset Managment, Private Equity, Asset Management, Series 7, Investment Strategies, Fixed Income
Education
University of Wisconsin-Madison 1984 — 1987
Doctor of Law (J.D.)
Harvard University 1980 — 1984
A.B., Economics
Kent School 1977 — 1980
Bank of America Private Wealth Management 1993 - Present
Electronic Data Systems (EDS) June 1979 - October 1993
Education
Texas Tech University
Bank of America Private Wealth Management 2007 - Present
Skills
Tax
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Science (BSc), Accounting
US Trust, Bank of America Private Wealth Management May 2007 - Present
Bank of America, Private Wealth Management August 2004 - April 2006
First Citizens Bank & Trust of South Carolina August 2003 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Portfolio Management, High Net Worth..., Wealth Management..., Investment Management, Trust Management
Education
Cannon Financial Institute Trust I, II, III 2010 — 2011
University of South Carolina-Columbia 1999 — 2003
Bachelor of Arts in Journalism and Mass Communications, Public Relations
M. Griffith Investment Services 2011 - 2011
2008 - 2010RBC Wealth Management June 2008 - May 2010
Bank of America Private Wealth Management January 2000 - January 2008
Fleet Private Clients Group January 1998 - January 2000
Fleet Boston Financial January 1995 - January 1998
Skills
Retirement Planning, Investments, Mutual Funds, Securities
Education
State University of New York Institute of Technology at Utica/Rome 2002 — 2005
Bachelor's degree, Finance and Financial Management Services, 3.0
Utica School of Commerce 2000 — 2002
Associate's degree, Business Administration and Accounting, Graduated with Honors
Ilion Jr. Sr. High School 1977 — 1981
High School Diploma, Business and Cosmetology
US Trust February 2009 - Present
Bank of America Private Wealth Management September 2005 - February 2009
Banc of America Investment Services September 2002 - September 2005
Bank of America January 2001 - September 2002
Bank of America 1997 - 2001
Skills
Certified Financial..., Wealth Management, Asset Allocation, Portfolio Management, Investments, Wealth Management..., Mutual Funds, Asset Managment, Alternative Investments, Private Banking, Retirement Planning, Equities, Strategic Financial..., Banking, Investment Advisory, Asset Management, Finance, Financial Planning, Investment Management
Education
Palm Beach Atlantic University 1998 — 2000
Master of Business Administration (M.B.A.)
Stetson University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Siena College 1990 — 1993
N/A, Marketing
Altisource Origination Services September 2013 - Present
Altisource Fulfillment Operations Inc. August 2012 - September 2013
Bank of America Private Wealth Management August 2010 - August 2012
Bank of America Private Wealth Management April 2008 - August 2010
Bank of America Commercial Real Estate Banking April 2006 - April 2008
Bank of America Commercial Middle Market Banking April 2001 - April 2006
Firstar Bank October 2000 - April 2001
Green Tree Servicing July 1999 - October 2000
Meritage Mortgage Corporation March 1999 - May 1999
Conseco Finance Servicing Corp August 1996 - March 1999
Skills
Banking, Credit, Loans, Credit Analysis, Mortgage Lending, Credit Risk, Financial Risk, Portfolio Management, Risk Management, Financial Analysis, Analysis, Data Analysis, Customer Experience, Financial Services, Loan Origination, Underwriting, Mortgage Banking
Education
St. Louis Community College
Associate Degree in Applied Sciences, Paralegal
CVS Caremark Corporation June 2013 - Present
Bank of America Private Wealth Management December 2010 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Payroll, PowerPoint, Research, Tax, Customer Service, Auditing, Teamwork, Tax Returns, Access
Education
University of Massachusetts Dartmouth 2012 — 2015
Master of Business Administration (M.B.A.), International Business
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (BS), Accounting