Fiduciary Trust Company International
Description
Fiduciary Trust Company International is a United States-based wealth management firm that provides investment management and wealth management services. It has served high-net-worth families, foundations, and endowments since 1931. CEO: John M. Dowd (Apr 2016–) Headquarters: United States of America Founded: 1931 Subsidiaries: FIDUCIARY INTERNATIONAL INC, Parent organization: Franklin Templeton Investments People also search for: FIDUCIARY INTERNATIONAL INC, Fiduciary Trust International of the South, U.S. Trust Company
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Fiduciary Trust Company International Employees
Employee
Years
Job
Industry
Lauren Domb Lauren Domb's Fiduciary Trust Company International Experience Client Service AssociateBuckingham Capital Management2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fiduciary Trust Company International Client Service AssociateBuckingham Capital Management2009 - 2011
Old Lane August 2007 - October 2008
KPMG July 2006 - July 2007
Skills
Hedge Funds, Investments, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Portfolio Management
Education
Rutgers University 2003 — 2006
B.A., Economics
Fiduciary Trust Company International Client Service AssociateBuckingham Capital Management2009 - 2011
Old Lane August 2007 - October 2008
KPMG July 2006 - July 2007
Skills
Hedge Funds, Investments, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Portfolio Management
Education
Rutgers University 2003 — 2006
B.A., Economics
Cesar Villatoro Cesar Villatoro's Fiduciary Trust Company International Experience October 2014 - Present
Job Assistant Vice President, Senior Financial Analyst at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International October 2014 - Present
Phantom Carting Inc. September 2012 - October 2014
New York Life International 2006 - July 2012
New York Life Insurance Company 2006 - 2009
Federal Reserve Bank of New York January 2001 - February 2006
Skills
Business Planning, Budgets, Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Modeling, Managerial Finance, Mergers, Financial Reporting, Sarbanes-Oxley Act, Strategy, Internal Controls, Finance, Financial Risk, Mergers & Acquisitions, Banking, Financial Planning, Management
Education
Zicklin School of Business - Pace University
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
Fiduciary Trust Company International October 2014 - Present
Phantom Carting Inc. September 2012 - October 2014
New York Life International 2006 - July 2012
New York Life Insurance Company 2006 - 2009
Federal Reserve Bank of New York January 2001 - February 2006
Skills
Business Planning, Budgets, Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Modeling, Managerial Finance, Mergers, Financial Reporting, Sarbanes-Oxley Act, Strategy, Internal Controls, Finance, Financial Risk, Mergers & Acquisitions, Banking, Financial Planning, Management
Education
Zicklin School of Business - Pace University
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
Nicholas Faraguna Nicholas Faraguna's Fiduciary Trust Company International Experience May 2015 - Present
Job Trust Officer at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International May 2015 - Present
Fiduciary Trust Company International via Solomon Page Group October 2014 - May 2015
Wells Fargo January 2013 - September 2014
Wells Fargo April 2011 - December 2012
US Trust April 2008 - December 2010
Ameriprise Financial Advisors 2006 - 2007
Skills
Wealth Management, Strategy, Financial Services, Retirement Planning, Estate Planning, Investments, Asset Managment, Financial Advisory, Finance, Credit, Strategic Financial..., Risk Management, Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Management, Trusts
Education
The University of Connecticut 2001 — 2005
Bachelor in the College of Liberal Arts, Economics, Business Administration and Political Science
Fiduciary Trust Company International May 2015 - Present
Fiduciary Trust Company International via Solomon Page Group October 2014 - May 2015
Wells Fargo January 2013 - September 2014
Wells Fargo April 2011 - December 2012
US Trust April 2008 - December 2010
Ameriprise Financial Advisors 2006 - 2007
Skills
Wealth Management, Strategy, Financial Services, Retirement Planning, Estate Planning, Investments, Asset Managment, Financial Advisory, Finance, Credit, Strategic Financial..., Risk Management, Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Management, Trusts
Education
The University of Connecticut 2001 — 2005
Bachelor in the College of Liberal Arts, Economics, Business Administration and Political Science
Robert Staller Robert Staller's Fiduciary Trust Company International Experience February 1995 - August 1998
Job Brokerage Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Barclays Capital July 2012 - October 2013
Morgan Stanley Smith Barney March 2012 - June 2012
UBS Securities LLC March 1999 - December 2011
NATIONAL INVESTOR SERVICES CORPORATION August 1998 - February 1999
FIDUCIARY TRUST COMPANY INTERNATIONAL February 1995 - August 1998
Fuji Bank and Trust Co March 1992 - February 1995
Fuji Bank & Trust Co March 1988 - March 1992
E. F. HUTTON & COMPANY, INC May 1987 - March 1988
Skills
Account Reconciliation, Corporate Actions, Banking, Trading, Middle Office, Back Office, Financial Services, Microsoft Excel, DTC, Bloomberg, Bonds, Fixed Income, Spreadsheets, Settlement, Microsoft Word, ADP, Excel, Word, Reconciling, Reconciliation, Dividends, Series 99
Education
Pace Business School 1986 — 1987
Business
Manhattan College 1982 — 1984
General & Business
Mount Saint Michael Academy
Fidelity Investments October 2013 - Present
Barclays Capital July 2012 - October 2013
Morgan Stanley Smith Barney March 2012 - June 2012
UBS Securities LLC March 1999 - December 2011
NATIONAL INVESTOR SERVICES CORPORATION August 1998 - February 1999
FIDUCIARY TRUST COMPANY INTERNATIONAL February 1995 - August 1998
Fuji Bank and Trust Co March 1992 - February 1995
Fuji Bank & Trust Co March 1988 - March 1992
E. F. HUTTON & COMPANY, INC May 1987 - March 1988
Skills
Account Reconciliation, Corporate Actions, Banking, Trading, Middle Office, Back Office, Financial Services, Microsoft Excel, DTC, Bloomberg, Bonds, Fixed Income, Spreadsheets, Settlement, Microsoft Word, ADP, Excel, Word, Reconciling, Reconciliation, Dividends, Series 99
Education
Pace Business School 1986 — 1987
Business
Manhattan College 1982 — 1984
General & Business
Mount Saint Michael Academy
Larry Sternkopf Larry Sternkopf's Fiduciary Trust Company International Experience December 1997 - Present
Job EVP, Chief Operating Officer & Chief Financial Officer at Fiduciary Trust Company International
Industry Banking
Experience
Fiduciary Trust Company International December 1997 - Present
Ernst & Young September 1992 - December 1997
Skills
Portfolio Management, Hedge Funds, Asset Managment, Asset Management, Fixed Income, Investment Management, Securities, Alternative Investments, Equities, Private Equity, Valuation, Risk Management, Financial Analysis, Investments, Financial Modeling
Education
New York University 1988 — 1992
B.S., Accounting, International Business
Fiduciary Trust Company International December 1997 - Present
Ernst & Young September 1992 - December 1997
Skills
Portfolio Management, Hedge Funds, Asset Managment, Asset Management, Fixed Income, Investment Management, Securities, Alternative Investments, Equities, Private Equity, Valuation, Risk Management, Financial Analysis, Investments, Financial Modeling
Education
New York University 1988 — 1992
B.S., Accounting, International Business
Eric Grodeck Eric Grodeck's Fiduciary Trust Company International Experience 2009 - Present
Job Investment Management, Financial Planning & Planned Giving Advisor
Industry Financial Services
Experience
Fiduciary Trust Company International 2009 - Present
Fiduciary Trust Company International 2009 - Present
Skills
Investment Management, Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Separately Managed..., Investment Advisory..., Investment Advisory, Financial Advisory, Wealth Management..., Wealth Management, Relationship Management, Private Banking, High Net Worth..., Multi-family Investments, Risk Management, Fiduciary Services, Wealth Preservation..., Trust Management, Trust Services, Estate Planning, Charitable Trusts, Charitable Gift Planning, Charitable Gift..., Pooled Income Funds, Foundations, Endowments, Tax Efficiency, Mutual Funds, Derivatives, Alternative Investments, Hedge Funds, Financial Modeling, Financial Analysis, Fundamental Analysis, Equity Valuation, Equity Analysis, Fixed Income Analysis, Investment Policy..., Socially Responsible..., Trading Strategies, Equity Trading, Fixed Income Trading, Options Trading, Charles River IMS, Factset, Bloomberg, Siebel, Microsoft Office, Financial Research
Education
Villanova University 2002 — 2006
B.S., Business Administration, Finance
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fiduciary Trust Company International 2009 - Present
Fiduciary Trust Company International 2009 - Present
Skills
Investment Management, Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Separately Managed..., Investment Advisory..., Investment Advisory, Financial Advisory, Wealth Management..., Wealth Management, Relationship Management, Private Banking, High Net Worth..., Multi-family Investments, Risk Management, Fiduciary Services, Wealth Preservation..., Trust Management, Trust Services, Estate Planning, Charitable Trusts, Charitable Gift Planning, Charitable Gift..., Pooled Income Funds, Foundations, Endowments, Tax Efficiency, Mutual Funds, Derivatives, Alternative Investments, Hedge Funds, Financial Modeling, Financial Analysis, Fundamental Analysis, Equity Valuation, Equity Analysis, Fixed Income Analysis, Investment Policy..., Socially Responsible..., Trading Strategies, Equity Trading, Fixed Income Trading, Options Trading, Charles River IMS, Factset, Bloomberg, Siebel, Microsoft Office, Financial Research
Education
Villanova University 2002 — 2006
B.S., Business Administration, Finance
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Kathryn Maloney Kathryn Maloney's Fiduciary Trust Company International Experience March 2001 - December 2005
Job Senior Vice President & Trust Services Director
Industry Banking
Experience
Orange County Trust Company December 2014 - Present
Hudson Valley Bank May 2011 - December 2014
Bank of Millbrook June 2006 - April 2011
Bank of America December 2005 - June 2006
Fiduciary Trust Company International March 2001 - December 2005
M&T Bank 1990 - 2001
Skills
Personal Trust..., Investment Management, Trust Compliance, New Business Development
Education
ABA Trust Graduate School 2003 — 2004
Trust Graduate I & II
Cannon Financial Institute 1995 — 1997
Personal Trust School Graduate, Personal Trust
Cannon Financial Institute 1994 — 1997
Trust Audit & Compliance I, II, III
Siena College 1978 — 1982
Bachelor of Arts (B.A.), Sociology
Millbrook High School
Orange County Trust Company December 2014 - Present
Hudson Valley Bank May 2011 - December 2014
Bank of Millbrook June 2006 - April 2011
Bank of America December 2005 - June 2006
Fiduciary Trust Company International March 2001 - December 2005
M&T Bank 1990 - 2001
Skills
Personal Trust..., Investment Management, Trust Compliance, New Business Development
Education
ABA Trust Graduate School 2003 — 2004
Trust Graduate I & II
Cannon Financial Institute 1995 — 1997
Personal Trust School Graduate, Personal Trust
Cannon Financial Institute 1994 — 1997
Trust Audit & Compliance I, II, III
Siena College 1978 — 1982
Bachelor of Arts (B.A.), Sociology
Millbrook High School
David Burns, CFA David Burns, CFA's Fiduciary Trust Company International Experience September 2000 - April 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
The Paul Jackson Fund July 2011 - Present
Imagine, A Center for Coping with Loss August 2011 - December 2014
Dale Carnegie Training January 2004 - December 2013
Northwestern Mutual September 2011 - August 2013
Fidessa September 2006 - June 2010
Global Financial Services (GFS) December 2003 - December 2005
Fiduciary Trust Company International September 2000 - April 2003
Harding, Loevner Management October 1992 - August 2000
Skills
Philanthropy, Leadership Development, Public Speaking, Non-profits
Education
Siena College 1980 — 1984
BS, Marketing/Management
TIAA-CREF July 2013 - Present
The Paul Jackson Fund July 2011 - Present
Imagine, A Center for Coping with Loss August 2011 - December 2014
Dale Carnegie Training January 2004 - December 2013
Northwestern Mutual September 2011 - August 2013
Fidessa September 2006 - June 2010
Global Financial Services (GFS) December 2003 - December 2005
Fiduciary Trust Company International September 2000 - April 2003
Harding, Loevner Management October 1992 - August 2000
Skills
Philanthropy, Leadership Development, Public Speaking, Non-profits
Education
Siena College 1980 — 1984
BS, Marketing/Management
Patricia (Sierer) Hensey Patricia (Sierer) Hensey's Fiduciary Trust Company International Experience 2014 - Present
Job Relationship Associate at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International 2014 - Present
Christiana Care Health System 2013 - 2014
21st Century Insurance June 2011 - May 2013
Wilmington Trust January 2008 - June 2011
Wilmington Trust Company June 2007 - January 2008
Wilmington Trust Company October 1999 - June 2007
Wilmington Trust Company January 1998 - October 1999
First Interstate Bank of Texas 1989 - 1991
Skills
Employee Relations, Talent Management, Performance Management, Recruiting, Applicant Tracking..., Human Resources, Financial Services, Coaching, Personnel Management, Employee Benefits, Deferred Compensation, Policy, Career Development, Onboarding, Succession Planning
Education
University of Delaware 1982 — 1986
Bachelor's, Business Administration
Fiduciary Trust Company International 2014 - Present
Christiana Care Health System 2013 - 2014
21st Century Insurance June 2011 - May 2013
Wilmington Trust January 2008 - June 2011
Wilmington Trust Company June 2007 - January 2008
Wilmington Trust Company October 1999 - June 2007
Wilmington Trust Company January 1998 - October 1999
First Interstate Bank of Texas 1989 - 1991
Skills
Employee Relations, Talent Management, Performance Management, Recruiting, Applicant Tracking..., Human Resources, Financial Services, Coaching, Personnel Management, Employee Benefits, Deferred Compensation, Policy, Career Development, Onboarding, Succession Planning
Education
University of Delaware 1982 — 1986
Bachelor's, Business Administration
Antonella Moretta Antonella Moretta's Fiduciary Trust Company International Experience September 2003 - June 2008
Job Investment Associate, Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company June 2008 - Present
Fiduciary Trust Company International September 2003 - June 2008
Telligent Investment Management LLC June 2002 - August 2003
Merrill Lynch September 2001 - December 2001
Skills
Bloomberg, Factset, Monte Carlo Simulation, Charles River, Equities, Mutual Funds, Charles River IMS, Asset Allocation, High Net Worth..., Investments, Portfolio Management, Securities, Trading, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Fontbonne hall academy
Fiduciary Trust Company June 2008 - Present
Fiduciary Trust Company International September 2003 - June 2008
Telligent Investment Management LLC June 2002 - August 2003
Merrill Lynch September 2001 - December 2001
Skills
Bloomberg, Factset, Monte Carlo Simulation, Charles River, Equities, Mutual Funds, Charles River IMS, Asset Allocation, High Net Worth..., Investments, Portfolio Management, Securities, Trading, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Fontbonne hall academy
Robert Bridges Robert Bridges's Fiduciary Trust Company International Experience February 1999 - January 2015
Job Managing Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Bank January 2015 - Present
Fiduciary Trust Company International February 1999 - January 2015
U.S. Trust June 1994 - January 1999
Bank of New York June 1987 - June 1994
Skills
Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Valuation, Investment Advisory, Derivatives, Wealth Management, Mutual Funds, Private Equity, Trading, Due Diligence, Financial Advisory, Financial Analysis
Education
Kenyon College 1982 — 1986
AB, Economics
Deerfield Academy 1978 — 1982
High School
First Republic Bank January 2015 - Present
Fiduciary Trust Company International February 1999 - January 2015
U.S. Trust June 1994 - January 1999
Bank of New York June 1987 - June 1994
Skills
Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Valuation, Investment Advisory, Derivatives, Wealth Management, Mutual Funds, Private Equity, Trading, Due Diligence, Financial Advisory, Financial Analysis
Education
Kenyon College 1982 — 1986
AB, Economics
Deerfield Academy 1978 — 1982
High School
Patricia Santella Patricia Santella's Fiduciary Trust Company International Experience March 1993 - March 1997
Job Licensed Associate Broker, CBR, Luxury Marketing Specialist
Industry Real Estate
Experience
Douglas Elliman Real Estate 2011 - Present
Laffey Fine Homes December 2009 - June 2011
Chase Capital Partners March 1997 - April 2001
Fiduciary Trust Company International March 1993 - March 1997
WeiserMazars LLP May 1990 - April 1993
Pascale, Callahan and Walsh, CPA February 1989 - November 1990
Skills
Condos, Rentals, Relocation, First Time Home Buyers, Downsizing, Luxury, Home, Buyers, Sellers, Single Family Homes, Short Sales, Referrals, Investment Properties, Listings, Buyer Representation, Real Estate, Real Estate Transactions, Investments, Residential Homes, Investors, Foreclosures, New Home Sales, Sales, REO, Negotiation, Townhomes, Real Property, Management, Commercial Real Estate
Education
Monmouth University 1986 — 1990
Bachelor of Science, Accounting/Finance
Douglas Elliman Real Estate 2011 - Present
Laffey Fine Homes December 2009 - June 2011
Chase Capital Partners March 1997 - April 2001
Fiduciary Trust Company International March 1993 - March 1997
WeiserMazars LLP May 1990 - April 1993
Pascale, Callahan and Walsh, CPA February 1989 - November 1990
Skills
Condos, Rentals, Relocation, First Time Home Buyers, Downsizing, Luxury, Home, Buyers, Sellers, Single Family Homes, Short Sales, Referrals, Investment Properties, Listings, Buyer Representation, Real Estate, Real Estate Transactions, Investments, Residential Homes, Investors, Foreclosures, New Home Sales, Sales, REO, Negotiation, Townhomes, Real Property, Management, Commercial Real Estate
Education
Monmouth University 1986 — 1990
Bachelor of Science, Accounting/Finance
John W. Dixon John W. Dixon's Fiduciary Trust Company International Experience March 1991 - September 1998
Job Director Gift Planning
Industry Hospital & Health Care
Experience
Planned Giving Group of Connecticut January 2012 - Present
Yale-New Haven Hospital March 2007 - Present
NCPG/PPP 1986 - January 2014
American Council on Gift Annuities May 2007 - March 2013
Mellon Bank, N.A. September 1998 - February 2007
Planned Giving Group of New England (PGGNE) September 2003 - September 2004
Fiduciary Trust Company International March 1991 - September 1998
National Capital Gift Planning Council September 1983 - June 1998
Planned Giving Group of Greater New York September 1983 - June 1998
Connecticut Bank & Trust (CBT) October 1982 - March 1991
Skills
Strategic Planning, Nonprofits, Volunteer Management, Event Planning, Annual Giving, Gift Planning, Non-profits, Public Speaking, Team Building, Philanthropy, Program Development, Planned Giving, Fundraising, Community Outreach, Stewardship, Healthcare, Board Development, Grant Writing, Marketing, Grants, Higher Education, Strategic Financial..., Leadership, Alumni Relations, Proposal Writing, Leadership Development, Organizational..., Non-profit..., Community Development, Staff Development
Education
College of William and Mary-MBA 1969 — 1970
MBA, Finance, Marketing
Quinnipiac University
B.S., Marketing/Economics
Planned Giving Group of Connecticut January 2012 - Present
Yale-New Haven Hospital March 2007 - Present
NCPG/PPP 1986 - January 2014
American Council on Gift Annuities May 2007 - March 2013
Mellon Bank, N.A. September 1998 - February 2007
Planned Giving Group of New England (PGGNE) September 2003 - September 2004
Fiduciary Trust Company International March 1991 - September 1998
National Capital Gift Planning Council September 1983 - June 1998
Planned Giving Group of Greater New York September 1983 - June 1998
Connecticut Bank & Trust (CBT) October 1982 - March 1991
Skills
Strategic Planning, Nonprofits, Volunteer Management, Event Planning, Annual Giving, Gift Planning, Non-profits, Public Speaking, Team Building, Philanthropy, Program Development, Planned Giving, Fundraising, Community Outreach, Stewardship, Healthcare, Board Development, Grant Writing, Marketing, Grants, Higher Education, Strategic Financial..., Leadership, Alumni Relations, Proposal Writing, Leadership Development, Organizational..., Non-profit..., Community Development, Staff Development
Education
College of William and Mary-MBA 1969 — 1970
MBA, Finance, Marketing
Quinnipiac University
B.S., Marketing/Economics
Warwick Carter, Jr. Warwick Carter, Jr.'s Fiduciary Trust Company International Experience January 2011 - Present
Job Managing Director at Fiduciary Trust International
Industry Banking
Experience
Fiduciary Trust Company International January 2011 - Present
J.P. Morgan Private Bank June 2008 - September 2010
J.P. Morgan Private Bank February 1999 - June 2008
Chadbourne & Parke LLP September 1996 - February 1999
Carter Ledyard & Milburn LLP September 1994 - September 1996
United States Tax Court 1991 - 1994
Skills
Trusts, Investment Management, Wealth, Trust Services, Wealth Management..., Investments, High Net Worth..., Wealth Management, Tax, Estate Law, Estate Planning, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Securities, Asset Management, Portfolio Management
Education
Georgetown University Law Center 1991 — 1994
Master of Laws, Taxation
The Catholic University of America, Columbus School of Law 1988 — 1991
J.D.
Denison University 1982 — 1986
BA
Portsmouth Abbey School 1978 — 1982
Mater Dei School
Fiduciary Trust Company International January 2011 - Present
J.P. Morgan Private Bank June 2008 - September 2010
J.P. Morgan Private Bank February 1999 - June 2008
Chadbourne & Parke LLP September 1996 - February 1999
Carter Ledyard & Milburn LLP September 1994 - September 1996
United States Tax Court 1991 - 1994
Skills
Trusts, Investment Management, Wealth, Trust Services, Wealth Management..., Investments, High Net Worth..., Wealth Management, Tax, Estate Law, Estate Planning, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Securities, Asset Management, Portfolio Management
Education
Georgetown University Law Center 1991 — 1994
Master of Laws, Taxation
The Catholic University of America, Columbus School of Law 1988 — 1991
J.D.
Denison University 1982 — 1986
BA
Portsmouth Abbey School 1978 — 1982
Mater Dei School
Ella T. Newman Ella T. Newman's Fiduciary Trust Company International Experience April 2008 - March 2011
Job Image Consultant creating the best first impression, Development Professional, Relationship Manager, Trusted Advisor
Industry Executive Office
Experience
Jewish National Fund January 2013 - February 2014
Selfhelp Community Services, Inc. November 2011 - November 2012
Gurr Johns International April 2011 - June 2011
Fiduciary Trust Company International April 2008 - March 2011
The Bank of New York Mellon February 1997 - August 2007
Corporate Directions 1983 - 1994
Bankers Trust Company 1970 - 1978
Skills
New Business Development, Building Relationships, Fundraising, Event Planning, Networking, Planned Giving, Investment Management, Estate Planning, Asset Allocation, Business Development, Wealth Management, Investments, Strategic Financial..., Marketing, Relationship Management, Private Banking, Trusts, Portfolio Management, Banking, Capital Markets, Finance, Retirement Planning, Management, High Net Worth..., Valuation, Financial Services, Financial Advisory, Philanthropy, Retirement, Wealth, Nonprofits, Wealth Management..., Alternative Investments, Asset Management, Hedge Funds, Equities, Securities, Mutual Funds, Series 7, Fixed Income, Private Equity, Investment Advisory, Investment Strategies, Series 63, Bonds, Mergers & Acquisitions, Real Estate, FINRA, Financial Planners, Endowments
Education
City University of New York-Baruch College
MBA, Finance and Investments
City University of New York City College
BA, Economics
Jewish National Fund January 2013 - February 2014
Selfhelp Community Services, Inc. November 2011 - November 2012
Gurr Johns International April 2011 - June 2011
Fiduciary Trust Company International April 2008 - March 2011
The Bank of New York Mellon February 1997 - August 2007
Corporate Directions 1983 - 1994
Bankers Trust Company 1970 - 1978
Skills
New Business Development, Building Relationships, Fundraising, Event Planning, Networking, Planned Giving, Investment Management, Estate Planning, Asset Allocation, Business Development, Wealth Management, Investments, Strategic Financial..., Marketing, Relationship Management, Private Banking, Trusts, Portfolio Management, Banking, Capital Markets, Finance, Retirement Planning, Management, High Net Worth..., Valuation, Financial Services, Financial Advisory, Philanthropy, Retirement, Wealth, Nonprofits, Wealth Management..., Alternative Investments, Asset Management, Hedge Funds, Equities, Securities, Mutual Funds, Series 7, Fixed Income, Private Equity, Investment Advisory, Investment Strategies, Series 63, Bonds, Mergers & Acquisitions, Real Estate, FINRA, Financial Planners, Endowments
Education
City University of New York-Baruch College
MBA, Finance and Investments
City University of New York City College
BA, Economics
Jen Gaudette's Fiduciary Trust Company International Experience 2000 - 2001
Job Senior Web Editor at EMD Millipore
Industry Publishing
Experience
EMD Millipore April 2009 - Present
Kates-Boylston March 2003 - September 2008
Spi Group 2002 - 2003
Fiduciary Trust Company International 2000 - 2001
Fiduciary Trust company 2000 - 2001
Carnegie Corporation of New York 1998 - 2000
Skills
Publishing, Editing, Social Media Marketing, Social Media, Proofreading, Content Management, Online Advertising, Marketing Strategy, Copy Editing, Marketing Communications, Email Marketing, Web Content, Publications, Books, Marketing, QuarkXPress, Editorial, Newsletters, Press Releases, Copywriting, Content Strategy, Content Development, Web Content Management, Nonprofits, Media Relations, Blogging
Education
Vermont College of Fine Arts 1996 — 1998
MFA, Writing
Salem State University 1990 — 1993
BA, English/Writing
EMD Millipore April 2009 - Present
Kates-Boylston March 2003 - September 2008
Spi Group 2002 - 2003
Fiduciary Trust Company International 2000 - 2001
Fiduciary Trust company 2000 - 2001
Carnegie Corporation of New York 1998 - 2000
Skills
Publishing, Editing, Social Media Marketing, Social Media, Proofreading, Content Management, Online Advertising, Marketing Strategy, Copy Editing, Marketing Communications, Email Marketing, Web Content, Publications, Books, Marketing, QuarkXPress, Editorial, Newsletters, Press Releases, Copywriting, Content Strategy, Content Development, Web Content Management, Nonprofits, Media Relations, Blogging
Education
Vermont College of Fine Arts 1996 — 1998
MFA, Writing
Salem State University 1990 — 1993
BA, English/Writing
Simone Soomi Kim's Fiduciary Trust Company International Experience December 2009 - June 2012
Job DataDriven Digital Marketing Strategist
Industry Marketing and Advertising
Experience
SBS Group January 2015 - Present
Franklin Templeton Investments June 2012 - January 2015
Fiduciary Trust Company International December 2009 - June 2012
Skills
Advertising, Business Development, Leadership, Digital Marketing, Social Media, Strategy, Nonprofits, Social Media Marketing, Online Marketing, Marketing Strategy, Marketing Communications, Technology, Corporate Branding, Web Marketing, CRM, Marketing, Integrated Marketing, Lead Generation, Management
Education
State University of New York at Binghamton
Bachelor of Arts (BA), Economics and English, General Literature and Rhetoric
SBS Group January 2015 - Present
Franklin Templeton Investments June 2012 - January 2015
Fiduciary Trust Company International December 2009 - June 2012
Skills
Advertising, Business Development, Leadership, Digital Marketing, Social Media, Strategy, Nonprofits, Social Media Marketing, Online Marketing, Marketing Strategy, Marketing Communications, Technology, Corporate Branding, Web Marketing, CRM, Marketing, Integrated Marketing, Lead Generation, Management
Education
State University of New York at Binghamton
Bachelor of Arts (BA), Economics and English, General Literature and Rhetoric
Laura Sawyer's Fiduciary Trust Company International Experience August 2015 - Present
Job Contract Executive Assistant at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International August 2015 - Present
Mcintyre Group May 2015 - July 2015
KPMG September 2014 - February 2015
Fidelity Investments October 2009 - June 2014
Fidelity Investments September 2007 - October 2009
Fidelity Investments July 2005 - August 2007
Skills
Administrative..., Travel Arrangements, Calendaring, Outlook, Lotus Notes, Office Management, Calendars, Spreadsheets, Visio, Confidentiality, Expenses, Access, File Management, Administrative...
Education
Emerson College
Bachelor of Fine Arts (BFA), Film Theory/Concentration in Photography
Emerson College
BFA, Film Theory/Photgraphy
Fiduciary Trust Company International August 2015 - Present
Mcintyre Group May 2015 - July 2015
KPMG September 2014 - February 2015
Fidelity Investments October 2009 - June 2014
Fidelity Investments September 2007 - October 2009
Fidelity Investments July 2005 - August 2007
Skills
Administrative..., Travel Arrangements, Calendaring, Outlook, Lotus Notes, Office Management, Calendars, Spreadsheets, Visio, Confidentiality, Expenses, Access, File Management, Administrative...
Education
Emerson College
Bachelor of Fine Arts (BFA), Film Theory/Concentration in Photography
Emerson College
BFA, Film Theory/Photgraphy
John Ravalli John Ravalli's Fiduciary Trust Company International Experience January 1998 - April 2007
Job SVP Managing Director at Hawthorn, PNC Bank
Industry Investment Management
Experience
Hawthorn, PNC Bank September 2010 - Present
Moore Capital Management April 2007 - April 2009
Fiduciary Trust Company International January 1998 - April 2007
Franklin Templeton Investments / FGA January 1998 - April 2007
Paine Webber / Mitchell Hutchins Asset Management November 1989 - January 1998
Skills
Factset, Bloomberg, Optimization, Microsoft Office, Quantitative Analysis, Asset Allocation, Risk Modeling, Risk Management, Excel, Portfolio Management, Windows, PowerPoint, Portfolio Optimization, Performance Attribution, Derivatives, Investment Strategies, Asset Management, Investment Advisory, Alternative Investments, Investment Policy, Equities, Asset Managment, Financial Risk, Microsoft Excel, Quantitative Analytics, Securities, Fixed Income, Mutual Funds
Education
Rutgers Business School 2009 — 2011
MBA, Finance
New York University 1999 — 2000
Certificate in Risk Management
Saint John's University 1981 — 1985
BS, Accounting
Hawthorn, PNC Bank September 2010 - Present
Moore Capital Management April 2007 - April 2009
Fiduciary Trust Company International January 1998 - April 2007
Franklin Templeton Investments / FGA January 1998 - April 2007
Paine Webber / Mitchell Hutchins Asset Management November 1989 - January 1998
Skills
Factset, Bloomberg, Optimization, Microsoft Office, Quantitative Analysis, Asset Allocation, Risk Modeling, Risk Management, Excel, Portfolio Management, Windows, PowerPoint, Portfolio Optimization, Performance Attribution, Derivatives, Investment Strategies, Asset Management, Investment Advisory, Alternative Investments, Investment Policy, Equities, Asset Managment, Financial Risk, Microsoft Excel, Quantitative Analytics, Securities, Fixed Income, Mutual Funds
Education
Rutgers Business School 2009 — 2011
MBA, Finance
New York University 1999 — 2000
Certificate in Risk Management
Saint John's University 1981 — 1985
BS, Accounting
Christopher Gambella Christopher Gambella's Fiduciary Trust Company International Experience May 2014 - Present
Job Investment Associate at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International May 2014 - Present
Franklin Templeton Investments July 2012 - April 2014
Hudson Capital Group May 2011 - August 2011
SCS Commodities Corporation May 2010 - January 2011
GAM Options Inc. June 2002 - December 2009
Prime International, LLC May 2009 - August 2009
Best Buy September 2006 - August 2009
Nokado School of Self Defense February 2003 - March 2008
Skills
Equities, Portfolio Management, Trading, Asset Allocation, Investments, Options, Microsoft Office, Bloomberg, Financial Modeling, Technical Analysis, Mutual Funds, Commodity, Relationship Management, Strategic Financial..., Financial Markets, Derivatives, FX Options, Trading Strategies, Lotus Notes, Global Plus, Capital IQ, Private Clients, Bonds, Hedge Funds, Fixed Income, Securities, Bloomberg Terminal, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Analysis, Equity Valuation, Wealth Preservation..., Alternative Investments, Equity Research, Investment Strategies, FactSet Research Systems, Private Client Services, Morningstar Direct
Education
New York University 2012 — 2014
Certificate in Financial Planning
Quinnipiac University 2008 — 2012
Bachelor of Science, Finance
Elwood/ John H. Glenn High School 2004 — 2008
Advanced Regents Diploma
Fiduciary Trust Company International May 2014 - Present
Franklin Templeton Investments July 2012 - April 2014
Hudson Capital Group May 2011 - August 2011
SCS Commodities Corporation May 2010 - January 2011
GAM Options Inc. June 2002 - December 2009
Prime International, LLC May 2009 - August 2009
Best Buy September 2006 - August 2009
Nokado School of Self Defense February 2003 - March 2008
Skills
Equities, Portfolio Management, Trading, Asset Allocation, Investments, Options, Microsoft Office, Bloomberg, Financial Modeling, Technical Analysis, Mutual Funds, Commodity, Relationship Management, Strategic Financial..., Financial Markets, Derivatives, FX Options, Trading Strategies, Lotus Notes, Global Plus, Capital IQ, Private Clients, Bonds, Hedge Funds, Fixed Income, Securities, Bloomberg Terminal, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Analysis, Equity Valuation, Wealth Preservation..., Alternative Investments, Equity Research, Investment Strategies, FactSet Research Systems, Private Client Services, Morningstar Direct
Education
New York University 2012 — 2014
Certificate in Financial Planning
Quinnipiac University 2008 — 2012
Bachelor of Science, Finance
Elwood/ John H. Glenn High School 2004 — 2008
Advanced Regents Diploma
Daniel Bodeman's Fiduciary Trust Company International Experience April 2013 - October 2014
Job AR Specialist Collections at Shutterstock
Industry Investment Management
Experience
Shutterstock July 2015 - Present
Shutterstock November 2014 - Present
Fiduciary Trust Company International April 2013 - October 2014
BGA Management America, Inc. July 2012 - March 2013
VECTOR INC June 2006 - July 2012
Brian Buckley Band April 2006 - April 2012
Skills
Accounting, Risk Management, Strategic Planning, Analysts, Business Strategy, Mac OS, Microsoft Office, Microsoft Excel, Research, Team Leadership, Customer Service, Social Media, PowerPoint, Music Industry, Project Management, Microsoft Word, Social Media Marketing, Sales, Marketing Strategy, Guitar, Windows, Keyboards, Entertainment, Editing, Pro Tools, Bass, Public Speaking
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
B.A., Accounting
UC Santa Cruz 2001 — 2003
Physics
Cabrillo College 1998 — 2001
A.A., English, Liberal Arts
Shutterstock July 2015 - Present
Shutterstock November 2014 - Present
Fiduciary Trust Company International April 2013 - October 2014
BGA Management America, Inc. July 2012 - March 2013
VECTOR INC June 2006 - July 2012
Brian Buckley Band April 2006 - April 2012
Skills
Accounting, Risk Management, Strategic Planning, Analysts, Business Strategy, Mac OS, Microsoft Office, Microsoft Excel, Research, Team Leadership, Customer Service, Social Media, PowerPoint, Music Industry, Project Management, Microsoft Word, Social Media Marketing, Sales, Marketing Strategy, Guitar, Windows, Keyboards, Entertainment, Editing, Pro Tools, Bass, Public Speaking
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
B.A., Accounting
UC Santa Cruz 2001 — 2003
Physics
Cabrillo College 1998 — 2001
A.A., English, Liberal Arts
Shawn McAlarney Shawn McAlarney's Fiduciary Trust Company International Experience 2000 - 2003
Job Compensation Group Manager at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Citigroup September 2010 - October 2012
Citigroup October 2003 - September 2010
Fiduciary Trust Company International 2000 - 2003
IBJ Whitehall 1994 - 2000
Skills
Financial Services, Investment Banking, Financial Analysis, Equities, Risk Management
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Dual MBA Finance & Information Systems
Saint John's University 1990 — 1994
BS, Accounting
Citi October 2012 - Present
Citigroup September 2010 - October 2012
Citigroup October 2003 - September 2010
Fiduciary Trust Company International 2000 - 2003
IBJ Whitehall 1994 - 2000
Skills
Financial Services, Investment Banking, Financial Analysis, Equities, Risk Management
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Dual MBA Finance & Information Systems
Saint John's University 1990 — 1994
BS, Accounting
Dave Scibetta Dave Scibetta's Fiduciary Trust Company International Experience 1990 - 1995
Job Sales Director at Interactive Data
Industry Financial Services
Experience
Interactive Data April 2015 - Present
SunGard / Scivantage 2013 - 2015
HazelTree Fund Services / Enfusion Systems LLC 2008 - 2013
Fiserv 2004 - 2008
Wellington Consulting Group 1995 - 2004
Fiduciary Trust Company International 1990 - 1995
Skills
Strategy, Hedge Funds, CRM, Solution Selling, Risk Management, Sales Management, Portfolio Management, Fixed Income, Financial Services, Equities, Professional Services, Direct Sales, Salesforce.com, Enterprise Software, Relationship Management, Asset Management, Mutual Funds, Project Management, Start-ups, Alternative Investments, Leadership, Derivatives, Banking, Account Management, Basel II & III..., Brokerage, Business Development, C-Level Presentations, Client Needs..., Client Proposals, Coaching & Mentoring, Commodity Investments, Complex Sales Cycles, Contract Management, Counterparty Credit Risk, Demand Generation, Executive Leadership, Fortune 50 Account..., FX Options, Large Account Management, Pipeline Management, Reconciliation Process, Regulatory Compliance, Revenue Leakages, RFIs & RFPs, Sales Projections, Staff Management, Team Leadership, Treasury Management, Wealth Management
Education
Nyack College 1992 — 1997
BS, Business & Organizational Management
Interactive Data April 2015 - Present
SunGard / Scivantage 2013 - 2015
HazelTree Fund Services / Enfusion Systems LLC 2008 - 2013
Fiserv 2004 - 2008
Wellington Consulting Group 1995 - 2004
Fiduciary Trust Company International 1990 - 1995
Skills
Strategy, Hedge Funds, CRM, Solution Selling, Risk Management, Sales Management, Portfolio Management, Fixed Income, Financial Services, Equities, Professional Services, Direct Sales, Salesforce.com, Enterprise Software, Relationship Management, Asset Management, Mutual Funds, Project Management, Start-ups, Alternative Investments, Leadership, Derivatives, Banking, Account Management, Basel II & III..., Brokerage, Business Development, C-Level Presentations, Client Needs..., Client Proposals, Coaching & Mentoring, Commodity Investments, Complex Sales Cycles, Contract Management, Counterparty Credit Risk, Demand Generation, Executive Leadership, Fortune 50 Account..., FX Options, Large Account Management, Pipeline Management, Reconciliation Process, Regulatory Compliance, Revenue Leakages, RFIs & RFPs, Sales Projections, Staff Management, Team Leadership, Treasury Management, Wealth Management
Education
Nyack College 1992 — 1997
BS, Business & Organizational Management
Elisa Shevlin Rizzo Elisa Shevlin Rizzo's Fiduciary Trust Company International Experience February 2010 - Present
Job Managing Director, Estate Administration and Trust Counsel at Fiduciary Trust Company International
Industry Law Practice
Experience
Fiduciary Trust Company International February 2010 - Present
Cummings & Lockwood 2001 - February 2010
Cadwalader, Wickersham & Taft 1998 - 2001
Skills
Estate Planning, Trusts, Estate Administration, Estate Law, Planned Giving, Financial Planners, Nonprofits, Wills, Legal Writing, Trust Services, High Net Worth..., Estate Tax Planning, Securities, Investment Management, Tax Law
Education
Fordham University School of Law 1995 — 1998
JD
College of the Holy Cross 1989 — 1993
BA, History
Sacred Heart Preparatory 1987 — 1989
HS
Bronxville High School 1985 — 1987
Fiduciary Trust Company International February 2010 - Present
Cummings & Lockwood 2001 - February 2010
Cadwalader, Wickersham & Taft 1998 - 2001
Skills
Estate Planning, Trusts, Estate Administration, Estate Law, Planned Giving, Financial Planners, Nonprofits, Wills, Legal Writing, Trust Services, High Net Worth..., Estate Tax Planning, Securities, Investment Management, Tax Law
Education
Fordham University School of Law 1995 — 1998
JD
College of the Holy Cross 1989 — 1993
BA, History
Sacred Heart Preparatory 1987 — 1989
HS
Bronxville High School 1985 — 1987
Lavina Talukdar Lavina Talukdar's Fiduciary Trust Company International Experience 1998 - 2001
Job Research Analyst
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Gabriela Adessi's Fiduciary Trust Company International Experience January 2000 - Present
Job Managing Director Portfolio Manager at Fiduciary Trust International / Franklin Templeton Investments
Industry Investment Management
Experience
Fiduciary Trust Company International January 2000 - Present
Skills
Hedge Funds, Asset Management, Valuation, Alternative Investments, Asset Allocation, Fixed Income, Equities, Investments, Wealth Management, Financial Modeling, Securities, Investment Strategies, Mutual Funds
Education
Florida International University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance and International Business, Honors: Cum Laude
Nova Southeastern University 2003 — 2005
Master of Business Administration (MBA), Finance, 4.0
Fiduciary Trust Company International January 2000 - Present
Skills
Hedge Funds, Asset Management, Valuation, Alternative Investments, Asset Allocation, Fixed Income, Equities, Investments, Wealth Management, Financial Modeling, Securities, Investment Strategies, Mutual Funds
Education
Florida International University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance and International Business, Honors: Cum Laude
Nova Southeastern University 2003 — 2005
Master of Business Administration (MBA), Finance, 4.0
RoseAnn DeFina RoseAnn DeFina's Fiduciary Trust Company International Experience June 2015 - Present
Job Vice President at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International June 2015 - Present
EY December 2013 - June 2015
Thomson Reuters November 2005 - December 2013
Skills
Fiduciary Tax Services, Management, Tax, Financial Analysis, Accounting, Financial Reporting, Business Analysis, Finance, Microsoft Excel, Analysis, Risk Management
Education
St. Francis College
Bachelor's Degree, Accounting
Fiduciary Trust Company International June 2015 - Present
EY December 2013 - June 2015
Thomson Reuters November 2005 - December 2013
Skills
Fiduciary Tax Services, Management, Tax, Financial Analysis, Accounting, Financial Reporting, Business Analysis, Finance, Microsoft Excel, Analysis, Risk Management
Education
St. Francis College
Bachelor's Degree, Accounting
David Joosten David Joosten's Fiduciary Trust Company International Experience April 2013 - Present
Job Investment Associate
Industry Investment Management
Experience
Fiduciary Trust Company International April 2013 - Present
Autumn Wind Asset Management LLC October 2010 - January 2013
AllianceBernstein May 2008 - May 2010
Skills
Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Equity Research, Financial Modeling, Mutual Funds, Financial Analysis, Fixed Income, Microsoft Office, Investment Management, Asset Managment, Bloomberg Terminal, Equity Valuation, Stock Trading, Stock Market, ETFs, Proprietary Trading, FactSet, IRAs, Retirement Planning, Asset Management
Education
The University of Texas at San Antonio 2006 — 2009
BBA, Finance
New Mexico State University 2004 — 2006
Finance, General
Fiduciary Trust Company International April 2013 - Present
Autumn Wind Asset Management LLC October 2010 - January 2013
AllianceBernstein May 2008 - May 2010
Skills
Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Equity Research, Financial Modeling, Mutual Funds, Financial Analysis, Fixed Income, Microsoft Office, Investment Management, Asset Managment, Bloomberg Terminal, Equity Valuation, Stock Trading, Stock Market, ETFs, Proprietary Trading, FactSet, IRAs, Retirement Planning, Asset Management
Education
The University of Texas at San Antonio 2006 — 2009
BBA, Finance
New Mexico State University 2004 — 2006
Finance, General
Lourdes Donaire Lourdes Donaire's Fiduciary Trust Company International Experience July 2013 - September 2013
Job Supply Chain Jr. Planner at SolarCity
Industry Financial Services
Experience
SolarCity September 2015 - Present
SolarCity October 2014 - September 2015
Barnes & Noble College April 2014 - October 2014
Barnes & Noble College December 2010 - March 2014
Fiduciary Trust Company International July 2013 - September 2013
Franklin Templeton Investments June 2012 - September 2012
Catholic Youth Organization January 2007 - May 2010
Skills
Retail, Social Media, Facebook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Sales, Teamwork, Time Management, Event Planning, Social Networking, Leadership, Public Speaking
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
SolarCity September 2015 - Present
SolarCity October 2014 - September 2015
Barnes & Noble College April 2014 - October 2014
Barnes & Noble College December 2010 - March 2014
Fiduciary Trust Company International July 2013 - September 2013
Franklin Templeton Investments June 2012 - September 2012
Catholic Youth Organization January 2007 - May 2010
Skills
Retail, Social Media, Facebook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Sales, Teamwork, Time Management, Event Planning, Social Networking, Leadership, Public Speaking
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Joanna M. Young Joanna M. Young's Fiduciary Trust Company International Experience July 2014 - March 2015
Job Senior Associate at Franklin Templeton Investments
Industry International Affairs
Experience
Franklin Templeton Investments November 2013 - Present
Fiduciary Trust Company International July 2014 - March 2015
Franklin Templeton Investments December 2012 - October 2013
Japan Exchange and Teaching Program(me) (JET) August 2011 - July 2012
Scott's Seafood Grill & Bar March 2010 - July 2011
Blank Canvas Design Company January 2011 - March 2011
California State University, Sacramento - Learning Skills Center September 2009 - May 2010
Barnes & Noble November 2008 - March 2010
Dokken Engineering February 2006 - January 2008
Skills
Event Planning, Multi Tasking, Organizational..., Intercultural..., Public Speaking, Community Outreach, Communication Skills, Public Relations, Leadership, Management, Time Management, Critical Thinking, Customer Service, Editing, Marketing Strategy, Research, Proposal Writing, Data Entry, Program Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
California State University-Sacramento 2006 — 2010
Bachelor of Arts & Bachelor of Science, Economics, International Business
Corvinus University of Budapest 2008 — 2008
Study Abroad Program, International Business
Franklin Templeton Investments November 2013 - Present
Fiduciary Trust Company International July 2014 - March 2015
Franklin Templeton Investments December 2012 - October 2013
Japan Exchange and Teaching Program(me) (JET) August 2011 - July 2012
Scott's Seafood Grill & Bar March 2010 - July 2011
Blank Canvas Design Company January 2011 - March 2011
California State University, Sacramento - Learning Skills Center September 2009 - May 2010
Barnes & Noble November 2008 - March 2010
Dokken Engineering February 2006 - January 2008
Skills
Event Planning, Multi Tasking, Organizational..., Intercultural..., Public Speaking, Community Outreach, Communication Skills, Public Relations, Leadership, Management, Time Management, Critical Thinking, Customer Service, Editing, Marketing Strategy, Research, Proposal Writing, Data Entry, Program Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
California State University-Sacramento 2006 — 2010
Bachelor of Arts & Bachelor of Science, Economics, International Business
Corvinus University of Budapest 2008 — 2008
Study Abroad Program, International Business
Caroline Vollertsen, CFP® Caroline Vollertsen, CFP®'s Fiduciary Trust Company International Experience May 2006 - July 2007
Job Client Service Associate at GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors November 2014 - Present
Capstone Financial August 2012 - November 2014
Fiduciary Trust Company International May 2006 - July 2007
Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Investments, Finance, Fixed Annuities, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Risk Management, Strategic Financial..., Life Insurance, Banking, Financial Risk, Estate Planning, Financial Analysis, Portfolio Management, 401k, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Alternative Investments, Long-term Care, Employee Benefits, Underwriting, Small Business
Education
Boston University 2009 — 2011
Certificate in Financial Planning
Fordham University 2002 — 2006
International Political Economy
Portsmouth Abbey School 1999 — 2002
Woodward Academy 1990 — 1999
GV Financial Advisors November 2014 - Present
Capstone Financial August 2012 - November 2014
Fiduciary Trust Company International May 2006 - July 2007
Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Investments, Finance, Fixed Annuities, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Risk Management, Strategic Financial..., Life Insurance, Banking, Financial Risk, Estate Planning, Financial Analysis, Portfolio Management, 401k, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Alternative Investments, Long-term Care, Employee Benefits, Underwriting, Small Business
Education
Boston University 2009 — 2011
Certificate in Financial Planning
Fordham University 2002 — 2006
International Political Economy
Portsmouth Abbey School 1999 — 2002
Woodward Academy 1990 — 1999
Carly McKeeman's Fiduciary Trust Company International Experience 2014 - Present
Job Business Development at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International 2014 - Present
Columbia Law School 2010 - 2013
Pepperdine University 2008 - 2010
United States District Court, Central District of California 2007 - 2007
Withers LLP 2006 - 2006
Mullen & Henzell LLP 2004 - 2005
Skills
Trusts, Planned Giving, Estate Planning, Charitable Trusts, Strategic Financial..., Estate Tax Planning, Wealth Management, Philanthropy, Public Speaking, Legal Writing, Business Development, Charitable Gift..., Bequests, Relationship Management, Tax Planning, Grants, Major Gift Development, Strategic Planning, Wealth Management..., Fundraising, Financial Planning, Non-profit Board...
Education
Pepperdine University School of Law
J.D., Law, Dispute Resolution
New York University
Certificate in Financial Planning Capstone
University of California, Santa Barbara
B.A., Political Science, Sociology
Fiduciary Trust Company International 2014 - Present
Columbia Law School 2010 - 2013
Pepperdine University 2008 - 2010
United States District Court, Central District of California 2007 - 2007
Withers LLP 2006 - 2006
Mullen & Henzell LLP 2004 - 2005
Skills
Trusts, Planned Giving, Estate Planning, Charitable Trusts, Strategic Financial..., Estate Tax Planning, Wealth Management, Philanthropy, Public Speaking, Legal Writing, Business Development, Charitable Gift..., Bequests, Relationship Management, Tax Planning, Grants, Major Gift Development, Strategic Planning, Wealth Management..., Fundraising, Financial Planning, Non-profit Board...
Education
Pepperdine University School of Law
J.D., Law, Dispute Resolution
New York University
Certificate in Financial Planning Capstone
University of California, Santa Barbara
B.A., Political Science, Sociology
Stephanie Koskuba Stephanie Koskuba's Fiduciary Trust Company International Experience 1995 - 2003
Job Principal at SBK Interiors LLC
Industry Real Estate
Experience
SBK Interiors July 2014 - Present
Franklin Templeton Investments November 1995 - October 2013
Fiduciary Trust Company International 1995 - 2003
Software Knowledge Center October 1994 - November 1995
Skills
Training & Development, Presentation Development, Program Facilitation, Performance Consulting, Training Delivery, Instructor-led Training, Instructional Design, Needs Analysis, Leadership Development, Blended Learning, Organizational..., Management Development, Employee Training, Leading Change, Behavioural Change, Training, Program Management, Human Resources, Learning Management, Training Facilitation, Change Management
Education
New York Institute of Art and Design 2014 — 2016
Interior Design, Interior Design
Muhlenberg College 1990 — 1994
BA, Communications
Stevens Institute of Technology
Business Administration and Management, General
SBK Interiors July 2014 - Present
Franklin Templeton Investments November 1995 - October 2013
Fiduciary Trust Company International 1995 - 2003
Software Knowledge Center October 1994 - November 1995
Skills
Training & Development, Presentation Development, Program Facilitation, Performance Consulting, Training Delivery, Instructor-led Training, Instructional Design, Needs Analysis, Leadership Development, Blended Learning, Organizational..., Management Development, Employee Training, Leading Change, Behavioural Change, Training, Program Management, Human Resources, Learning Management, Training Facilitation, Change Management
Education
New York Institute of Art and Design 2014 — 2016
Interior Design, Interior Design
Muhlenberg College 1990 — 1994
BA, Communications
Stevens Institute of Technology
Business Administration and Management, General
Apollo Ruiz del Sol Apollo Ruiz del Sol's Fiduciary Trust Company International Experience November 2013 - Present
Job Relationship Associate at Fiduciary Trust and Accounting Graduate Student at University of Tampa
Industry Financial Services
Experience
Fiduciary Trust Company International November 2013 - Present
Franklin Templeton Investments August 2010 - November 2013
The Walt Disney Company July 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Outlook, Microsoft Excel, Access, PeopleSoft, Microsoft Office, Time Management, Customer Service, Variance Analysis, Financial Reporting
Education
University of Tampa - John H. Sykes College of Business 2015 — 2017
Master of Science in Accounting, Accounting
University of South Florida 2005 — 2009
Bachelor of Science in Finance, Accounting, Finance, Management
Fiduciary Trust Company International November 2013 - Present
Franklin Templeton Investments August 2010 - November 2013
The Walt Disney Company July 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Outlook, Microsoft Excel, Access, PeopleSoft, Microsoft Office, Time Management, Customer Service, Variance Analysis, Financial Reporting
Education
University of Tampa - John H. Sykes College of Business 2015 — 2017
Master of Science in Accounting, Accounting
University of South Florida 2005 — 2009
Bachelor of Science in Finance, Accounting, Finance, Management
Jonathan Cannito Jonathan Cannito's Fiduciary Trust Company International Experience August 2015 - Present
Job Senior Data Production Specialist at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International August 2015 - Present
Fiduciary Trust Company International March 2015 - August 2015
Franklin Templeton Investments June 2014 - March 2015
Franklin Templeton Investments January 2014 - March 2015
Franklin Templeton Investments October 2012 - December 2013
Staples June 2012 - October 2012
Staples July 2011 - June 2012
Christ Church Episcopal September 2009 - May 2011
Furman University April 2009 - May 2011
Skills
PowerPoint, SharePoint Designer, Microsoft Word, Microsoft Excel, Norton Utilities, Customer Satisfaction, Leadership, Sales, Time Management, Management, Research, Data Analysis, Microsoft Office, Customer Service, Project Management, Training, Public Speaking
Education
Furman University 2007 — 2011
Bachelor of Arts, Economics
Cannon 2005 — 2007
Fiduciary Trust Company International August 2015 - Present
Fiduciary Trust Company International March 2015 - August 2015
Franklin Templeton Investments June 2014 - March 2015
Franklin Templeton Investments January 2014 - March 2015
Franklin Templeton Investments October 2012 - December 2013
Staples June 2012 - October 2012
Staples July 2011 - June 2012
Christ Church Episcopal September 2009 - May 2011
Furman University April 2009 - May 2011
Skills
PowerPoint, SharePoint Designer, Microsoft Word, Microsoft Excel, Norton Utilities, Customer Satisfaction, Leadership, Sales, Time Management, Management, Research, Data Analysis, Microsoft Office, Customer Service, Project Management, Training, Public Speaking
Education
Furman University 2007 — 2011
Bachelor of Arts, Economics
Cannon 2005 — 2007
Michael Tong Michael Tong's Fiduciary Trust Company International Experience June 2013 - Present
Job
Industry Investment Management
Experience
Fiduciary Trust Company International June 2013 - Present
ELW Partners, LLC August 2012 - Present
CVS Caremark Corporation January 2013 - June 2013
Fiduciary Trust Company International July 2008 - August 2011
Franklin Templeton Investments July 2006 - July 2008
Heartland Payment Systems March 2005 - July 2006
Atkins May 2004 - August 2004
New York City May 2003 - August 2003
Skills
Strategy, Investment Management, Global Tactical Asset..., Financial Analysis, Financial Modeling, Investment Research, Strategic Consulting, Presentations, Data Analysis, MS Excel Pivot Tables, Microsoft Office, VBA, Finance, Corporate Finance, Competitive Analysis, Portfolio Management, Venture Capital, Sales, Valuation, Crystal Ball, Armenian, Bloomberg, Equities, Management Consulting, Urban Fantasy, Product Management, MS Access, Securities, Business Development, Access, Financial Services, Asset Allocation, Asset Management, Financial Advisory
Education
Copenhagen Business School
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation
University of Florida
Bachelor's Degree, Business Administration, concentration in Computer Information Sciences
Center for Advanced Technologies at Lakewood High School
High School
Fiduciary Trust Company International June 2013 - Present
ELW Partners, LLC August 2012 - Present
CVS Caremark Corporation January 2013 - June 2013
Fiduciary Trust Company International July 2008 - August 2011
Franklin Templeton Investments July 2006 - July 2008
Heartland Payment Systems March 2005 - July 2006
Atkins May 2004 - August 2004
New York City May 2003 - August 2003
Skills
Strategy, Investment Management, Global Tactical Asset..., Financial Analysis, Financial Modeling, Investment Research, Strategic Consulting, Presentations, Data Analysis, MS Excel Pivot Tables, Microsoft Office, VBA, Finance, Corporate Finance, Competitive Analysis, Portfolio Management, Venture Capital, Sales, Valuation, Crystal Ball, Armenian, Bloomberg, Equities, Management Consulting, Urban Fantasy, Product Management, MS Access, Securities, Business Development, Access, Financial Services, Asset Allocation, Asset Management, Financial Advisory
Education
Copenhagen Business School
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation
University of Florida
Bachelor's Degree, Business Administration, concentration in Computer Information Sciences
Center for Advanced Technologies at Lakewood High School
High School
Vito Gagliardi Vito Gagliardi's Fiduciary Trust Company International Experience June 1998 - December 1999
Job Director at Opportune LLP
Industry Oil & Energy
Experience
Opportune LLP August 2015 - Present
J.P. Morgan September 2012 - August 2015
Sirius Solutions February 2007 - September 2012
UBS Investment Bank June 2007 - October 2008
JP Morgan October 2004 - February 2007
DKR Capital July 2003 - October 2004
Allegheny Energy Supply May 2001 - June 2002
BNP Paribas August 2000 - May 2001
Morgan Stanley December 1999 - August 2000
Fiduciary Trust Company International June 1998 - December 1999
Skills
Energy Trading, ETRM, Energy, Trading, Trading Systems, Requirements Analysis, Business Requirements, Requirement..., Functional..., Functional Requirements, Software Requirements, System Requirements, Electricity, Electricity Markets, Commodities, Commodity Markets, Commodity Risk..., Commodity, IT Solutions, IT Service Management, Software Development, Software Project..., Software Design, Software Quality..., Agile Project Management, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Process..., Product Control, P&L Analysis, Financial Reporting, Executive Reporting, Risk Management, Operational Risk, Liquidity Risk, Liquidity Analysis, SOX Compliancy, Python, VBA, Microsoft SQL Server, Endur, TriplePoint, Allegro, DBArtisan, Natural Gas, Oil/Gas, Emissions Trading, Market Risk
Education
East Carolina University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Brookfield High School 1990 — 1994
Opportune LLP August 2015 - Present
J.P. Morgan September 2012 - August 2015
Sirius Solutions February 2007 - September 2012
UBS Investment Bank June 2007 - October 2008
JP Morgan October 2004 - February 2007
DKR Capital July 2003 - October 2004
Allegheny Energy Supply May 2001 - June 2002
BNP Paribas August 2000 - May 2001
Morgan Stanley December 1999 - August 2000
Fiduciary Trust Company International June 1998 - December 1999
Skills
Energy Trading, ETRM, Energy, Trading, Trading Systems, Requirements Analysis, Business Requirements, Requirement..., Functional..., Functional Requirements, Software Requirements, System Requirements, Electricity, Electricity Markets, Commodities, Commodity Markets, Commodity Risk..., Commodity, IT Solutions, IT Service Management, Software Development, Software Project..., Software Design, Software Quality..., Agile Project Management, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Process..., Product Control, P&L Analysis, Financial Reporting, Executive Reporting, Risk Management, Operational Risk, Liquidity Risk, Liquidity Analysis, SOX Compliancy, Python, VBA, Microsoft SQL Server, Endur, TriplePoint, Allegro, DBArtisan, Natural Gas, Oil/Gas, Emissions Trading, Market Risk
Education
East Carolina University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Brookfield High School 1990 — 1994
Lorraine May's Fiduciary Trust Company International Experience September 2000 - April 2001
Job User Support Analyst, Information Technology Services at Fort Bend Independent School District
Industry Information Technology and Services
Experience
Fort Bend Independent School District December 2013 - Present
Support.com February 2010 - November 2013
NPD Group, Inc September 2007 - September 2008
Sava Senior Care July 2005 - September 2007
Aramco Services Company September 2004 - July 2005
RIVER OAKS IMAGING AND DIAGNOSTIC August 2003 - June 2004
Amegy Bank October 2001 - February 2003
GETRONICS, INC June 2001 - October 2001
FIDUCIARY TRUST COMPANY INTERNATIONAL September 2000 - April 2001
C3I, INC. August 1999 - September 2000
Skills
Windows 7, Android, Computer Hardware, Active Directory, Laptops, VPN, Windows Server, Mac OS X, Microsoft Office, Wireless Networking, XP, Technical Support, Troubleshooting, Operating Systems, DNS, DHCP, Hardware, Windows, Networking, Routers, Antivirus, Printers, Remote Desktop, A+ Certified, Windows XP Pro, Lotus Notes, Software Installation, Windows Vista, OS X, TCP/IP, System Administration, Windows XP, Help Desk Support, Blackberry, Disaster Recovery, CompTIA A+
Education
Prairie View A&M University 1993 — 1996
Bachelor of Science, Biology
University of Houston 1990 — 1992
Willowridge High School 1986 — 1990
Fort Bend Independent School District December 2013 - Present
Support.com February 2010 - November 2013
NPD Group, Inc September 2007 - September 2008
Sava Senior Care July 2005 - September 2007
Aramco Services Company September 2004 - July 2005
RIVER OAKS IMAGING AND DIAGNOSTIC August 2003 - June 2004
Amegy Bank October 2001 - February 2003
GETRONICS, INC June 2001 - October 2001
FIDUCIARY TRUST COMPANY INTERNATIONAL September 2000 - April 2001
C3I, INC. August 1999 - September 2000
Skills
Windows 7, Android, Computer Hardware, Active Directory, Laptops, VPN, Windows Server, Mac OS X, Microsoft Office, Wireless Networking, XP, Technical Support, Troubleshooting, Operating Systems, DNS, DHCP, Hardware, Windows, Networking, Routers, Antivirus, Printers, Remote Desktop, A+ Certified, Windows XP Pro, Lotus Notes, Software Installation, Windows Vista, OS X, TCP/IP, System Administration, Windows XP, Help Desk Support, Blackberry, Disaster Recovery, CompTIA A+
Education
Prairie View A&M University 1993 — 1996
Bachelor of Science, Biology
University of Houston 1990 — 1992
Willowridge High School 1986 — 1990
Stephanie Eybers Stephanie Eybers's Fiduciary Trust Company International Experience September 2015 - Present
Job Relationship Associate at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Franklin Templeton Investments June 2013 - August 2013
Court Appointed Special Advocates for Children, Greater Prince William May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Research, Client Services, Teamwork, Trading Systems, Bloomberg Terminal, Customer Service, Event Planning, Community Outreach, Charles River IMS, Microsoft Word, Social Media, Nonprofits, Fundraising, English, Photoshop
Education
St. John's University 2010 — 2014
Bachelor of Science (BS), Legal Studies, General
Fiduciary Trust Company International September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Franklin Templeton Investments June 2013 - August 2013
Court Appointed Special Advocates for Children, Greater Prince William May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Research, Client Services, Teamwork, Trading Systems, Bloomberg Terminal, Customer Service, Event Planning, Community Outreach, Charles River IMS, Microsoft Word, Social Media, Nonprofits, Fundraising, English, Photoshop
Education
St. John's University 2010 — 2014
Bachelor of Science (BS), Legal Studies, General
John Max Kelly John Max Kelly's Fiduciary Trust Company International Experience February 2014 - April 2014
Job Futures Associate Strategic Advisory Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments March 2015 - July 2015
Franklin Templeton Investments November 2014 - March 2015
Franklin Templeton Investments July 2014 - November 2014
Fiduciary Trust Company International February 2014 - April 2014
Fiduciary Trust Company International June 2013 - August 2013
Skills
Asset Allocation, Macroeconomics, Global Tactical Asset..., Project Management, Portfolio Optimization, Morningstar Direct, FactSet, Financial Analysis, Research, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, SharePoint, Teamwork, Leadership, Public Speaking, Team Leadership, Time Management, Business Insights
Education
Coastal Carolina University 2009 — 2013
BSBA, Finance, Wealth Managment.
Christian Brothers Academy 2005 — 2009
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments March 2015 - July 2015
Franklin Templeton Investments November 2014 - March 2015
Franklin Templeton Investments July 2014 - November 2014
Fiduciary Trust Company International February 2014 - April 2014
Fiduciary Trust Company International June 2013 - August 2013
Skills
Asset Allocation, Macroeconomics, Global Tactical Asset..., Project Management, Portfolio Optimization, Morningstar Direct, FactSet, Financial Analysis, Research, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, SharePoint, Teamwork, Leadership, Public Speaking, Team Leadership, Time Management, Business Insights
Education
Coastal Carolina University 2009 — 2013
BSBA, Finance, Wealth Managment.
Christian Brothers Academy 2005 — 2009
John Cutillo John Cutillo's Fiduciary Trust Company International Experience June 2014 - August 2014
Job Front Office Advisory Group Intern
Industry Financial Services
Experience
Quinnipiac University January 2015 - May 2015
Fiduciary Trust Company International June 2014 - August 2014
Primerica January 2013 - January 2014
Cutillo Construction Corporation 2010 - July 2012
Cutillo Construction Corporation January 2010 - January 2012
National Honor Society September 2010 - June 2011
Skills
Bloomberg Terminal, Finance, Microsoft Excel, Financial Analysis, Fixed Annuities, PowerPoint, Microsoft Word, Public Speaking, Microsoft Exchange, Life Insurance, Time Management, Accounting, Insurance, Analysis
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.7
Quinnipiac University January 2015 - May 2015
Fiduciary Trust Company International June 2014 - August 2014
Primerica January 2013 - January 2014
Cutillo Construction Corporation 2010 - July 2012
Cutillo Construction Corporation January 2010 - January 2012
National Honor Society September 2010 - June 2011
Skills
Bloomberg Terminal, Finance, Microsoft Excel, Financial Analysis, Fixed Annuities, PowerPoint, Microsoft Word, Public Speaking, Microsoft Exchange, Life Insurance, Time Management, Accounting, Insurance, Analysis
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.7
Thomas Rivell Thomas Rivell's Fiduciary Trust Company International Experience June 2013 - August 2013
Job Student at Clemson University
Industry Mechanical or Industrial Engineering
Experience
Fiduciary Trust Company International June 2013 - August 2013
Clemson University Academic Success Center September 2012 - May 2013
Bennett Cabinets July 2011 - August 2012
Monmouth-Ocean Soccer Association September 2008 - May 2012
Skills
Matlab, Solidworks, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service
Education
Clemson University 2010 — 2014
Mechanical Engineering, Junior
Fiduciary Trust Company International June 2013 - August 2013
Clemson University Academic Success Center September 2012 - May 2013
Bennett Cabinets July 2011 - August 2012
Monmouth-Ocean Soccer Association September 2008 - May 2012
Skills
Matlab, Solidworks, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service
Education
Clemson University 2010 — 2014
Mechanical Engineering, Junior
Bobby Joseph Bobby Joseph's Fiduciary Trust Company International Experience March 1996 - December 1998
Job Director, Information Security, Risk & Compliance at Bristow Group Inc.
Industry Oil & Energy
Experience
Bristow Group Inc. May 2012 - Present
Baker Hughes August 2007 - May 2012
Baker Hughes January 2007 - July 2007
Baker Hughes, Inc November 2001 - December 2006
Arthur Andersen 1998 - 2001
Fiduciary Trust Company International March 1996 - December 1998
Credit Agricole 1996 - 1997
Skills
Project Management, Computer Forensics, Sarbanes-Oxley Act, IT Audit, CISA, Risk Assessment, Information Security..., Information Security, Business Continuity, SAP, Risk Management, Business Process..., Internal Controls, Sarbanes-Oxley, Auditing, Disaster Recovery, Business Process, Governance, Internal Audit, Security, Process Improvement, Project Portfolio..., ERP, Enterprise Software, Management, IT Strategy, SDLC, SAP R/3, Budgets, Information Technology, PMP, ITIL, CISM, CISSP, Strategy, Enterprise Risk..., Leadership
Education
Saint Peter's University 1992 — 1994
MBA, MIS
Bristow Group Inc. May 2012 - Present
Baker Hughes August 2007 - May 2012
Baker Hughes January 2007 - July 2007
Baker Hughes, Inc November 2001 - December 2006
Arthur Andersen 1998 - 2001
Fiduciary Trust Company International March 1996 - December 1998
Credit Agricole 1996 - 1997
Skills
Project Management, Computer Forensics, Sarbanes-Oxley Act, IT Audit, CISA, Risk Assessment, Information Security..., Information Security, Business Continuity, SAP, Risk Management, Business Process..., Internal Controls, Sarbanes-Oxley, Auditing, Disaster Recovery, Business Process, Governance, Internal Audit, Security, Process Improvement, Project Portfolio..., ERP, Enterprise Software, Management, IT Strategy, SDLC, SAP R/3, Budgets, Information Technology, PMP, ITIL, CISM, CISSP, Strategy, Enterprise Risk..., Leadership
Education
Saint Peter's University 1992 — 1994
MBA, MIS
John Sommo Jr John Sommo Jr's Fiduciary Trust Company International Experience February 2010 - April 2015
Job Fiduciary Tax Accountant and Legal Assistant at Gordon Herlands Randolph & Cox LLP
Industry Accounting
Experience
Gordon, Herlands, Randolph & Cox LLP April 2014 - Present
Fiduciary Trust Company International February 2010 - April 2015
Loeb, Block & Partners LLP December 2006 - May 2009
Deutsche Bank December 1974 - November 2005
Rockefeller Trust Company - Formally the Rockefeller Family Office January 1985 - July 1987
Skills
Trusts, Tax, Cash Flow, Financial Statements, Accounting, Internal Controls, Microsoft Excel, OneSource, General Ledger, Global Plus, Financial Reporting, Financial Accounting, Account Reconciliation, Auditing, GEMS Accounting System, PC building, Microsoft Word, System Liaison, System Administration, High Net Worth..., Tax Accounting, Fixed Assets, Tax Returns, Financial Services, Risk Management, Securities
Education
Laguardia Community College 1977 — 1979
A.A.S., Accounting
Gordon, Herlands, Randolph & Cox LLP April 2014 - Present
Fiduciary Trust Company International February 2010 - April 2015
Loeb, Block & Partners LLP December 2006 - May 2009
Deutsche Bank December 1974 - November 2005
Rockefeller Trust Company - Formally the Rockefeller Family Office January 1985 - July 1987
Skills
Trusts, Tax, Cash Flow, Financial Statements, Accounting, Internal Controls, Microsoft Excel, OneSource, General Ledger, Global Plus, Financial Reporting, Financial Accounting, Account Reconciliation, Auditing, GEMS Accounting System, PC building, Microsoft Word, System Liaison, System Administration, High Net Worth..., Tax Accounting, Fixed Assets, Tax Returns, Financial Services, Risk Management, Securities
Education
Laguardia Community College 1977 — 1979
A.A.S., Accounting
Terri McCann Terri McCann's Fiduciary Trust Company International Experience November 2007 - January 2010
Job at US Bank
Industry Financial Services
Experience
US Bank 2010 - Present
Greater New York Area January 2010 - July 2010
Fiduciary Trust Company International November 2007 - January 2010
US Trust March 1994 - November 2007
Bank of America/Security Pacific September 1973 - December 1993
Skills
Core Banking, Banking, Risk Management, Process Improvement
Education
Southern Methodist University 1983 — 1986
Graduate Banking Degree, Bank Management
University of California, Los Angeles 1978 — 1980
Bank Management
University of South Carolina-Columbia 1971 — 1973
English Education
US Bank 2010 - Present
Greater New York Area January 2010 - July 2010
Fiduciary Trust Company International November 2007 - January 2010
US Trust March 1994 - November 2007
Bank of America/Security Pacific September 1973 - December 1993
Skills
Core Banking, Banking, Risk Management, Process Improvement
Education
Southern Methodist University 1983 — 1986
Graduate Banking Degree, Bank Management
University of California, Los Angeles 1978 — 1980
Bank Management
University of South Carolina-Columbia 1971 — 1973
English Education
Narine Lall Narine Lall's Fiduciary Trust Company International Experience 1996 - 1999
Job Experienced and Knowledgable in financial systems,implementing, testing, designing, Middle and Back Office app
Industry Information Technology and Services
Experience
Intesa Sanpaolo June 2014 - Present
Société Générale September 2006 - January 2013
DEUTSCHE BANK NEW YORK July 1999 - May 2006
Fiduciary Trust Company International 1996 - 1999
Banco Popular Dominicano February 1996 - December 1996
Postipankki October 1993 - January 1996
Skills
Middle Office, Back Office, Derivatives, Bloomberg, Fixed Income, Equities, Trading, Banking, FX Options, Corporate Actions, Bonds, Options, Back Office..., Middle, Investment Banking, Securities, Credit Derivatives, Prime Brokerage, Equity Derivatives, SQl, Invest, fx, FX Spot, Corporate a, Operating Systems, Systems Analysis, Swaps, Process Improvement, Continuous Improvement, Computer Repair, Information Technology, Business Analysis, System Administration, ADRs, Software Implementation, SWIFT payments, SWIFT messaging, Swift Alliance, OFAC, Visio, Repos, Trading Systems, Structured Products, Quality Management, Quality Assurance, Electronic Trading, MS Project, SQL, Interest Rate..., SWIFT Messaging
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Information Technology
Keiser University-Ft Lauderdale 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.48
Intesa Sanpaolo June 2014 - Present
Société Générale September 2006 - January 2013
DEUTSCHE BANK NEW YORK July 1999 - May 2006
Fiduciary Trust Company International 1996 - 1999
Banco Popular Dominicano February 1996 - December 1996
Postipankki October 1993 - January 1996
Skills
Middle Office, Back Office, Derivatives, Bloomberg, Fixed Income, Equities, Trading, Banking, FX Options, Corporate Actions, Bonds, Options, Back Office..., Middle, Investment Banking, Securities, Credit Derivatives, Prime Brokerage, Equity Derivatives, SQl, Invest, fx, FX Spot, Corporate a, Operating Systems, Systems Analysis, Swaps, Process Improvement, Continuous Improvement, Computer Repair, Information Technology, Business Analysis, System Administration, ADRs, Software Implementation, SWIFT payments, SWIFT messaging, Swift Alliance, OFAC, Visio, Repos, Trading Systems, Structured Products, Quality Management, Quality Assurance, Electronic Trading, MS Project, SQL, Interest Rate..., SWIFT Messaging
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Information Technology
Keiser University-Ft Lauderdale 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.48
Janet Spies Janet Spies's Fiduciary Trust Company International Experience 1979 - 1982
Job
Industry Hospital & Health Care
Experience
Regeneron Pharmaceuticals, Inc. September 2014 - May 2015
CapitalCare Medical Group June 2011 - February 2014
CapitalCare Medical Group February 2005 - February 2011
Capital District Women's Employment and Resource Center 2009 - 2010
Fiduciary Trust Company International 1979 - 1982
Skills
Internet, Healthcare Information..., Instructional Technology, Web Applications, Medical Terminology, Teamwork, Microsoft Word, Mobile Devices, Cooking, Anatomy and Physiology, Document Editing, Leadership, Compassion, Secretarial Skills, Administrative..., Training, Healthcare, Filing, Microsoft Office, Human Resources, Computer Proficiency, Party Planning, Music, Social Media, Social Skills, Team Leadership, English Grammar, Editing, Punctuation
Education
SUNY Cobleskill 2001 — 2004
Associate's degree, Early Childhood Education and Teaching, 4.0
Andrews & Holbrook Training Corp.
Medical Transcription, Medical Transcription/Transcriptionist
City University of New York-Brooklyn College
Liberal Arts and Sciences, General Studies and Humanities
Regeneron Pharmaceuticals, Inc. September 2014 - May 2015
CapitalCare Medical Group June 2011 - February 2014
CapitalCare Medical Group February 2005 - February 2011
Capital District Women's Employment and Resource Center 2009 - 2010
Fiduciary Trust Company International 1979 - 1982
Skills
Internet, Healthcare Information..., Instructional Technology, Web Applications, Medical Terminology, Teamwork, Microsoft Word, Mobile Devices, Cooking, Anatomy and Physiology, Document Editing, Leadership, Compassion, Secretarial Skills, Administrative..., Training, Healthcare, Filing, Microsoft Office, Human Resources, Computer Proficiency, Party Planning, Music, Social Media, Social Skills, Team Leadership, English Grammar, Editing, Punctuation
Education
SUNY Cobleskill 2001 — 2004
Associate's degree, Early Childhood Education and Teaching, 4.0
Andrews & Holbrook Training Corp.
Medical Transcription, Medical Transcription/Transcriptionist
City University of New York-Brooklyn College
Liberal Arts and Sciences, General Studies and Humanities
Matthew Stoulil's Fiduciary Trust Company International Experience August 2007 - Present
Job at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International August 2007 - Present
Franklin Templeton Investments August 2007 - Present
Coty Prestige November 2006 - June 2007
Marge Casey + Associates January 2006 - October 2006
National Catholic Reporter June 2001 - August 2005
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Social Media Marketing, Strategic Planning, Microsoft Office, Public Speaking, Marketing Strategy
Education
Bishop Kelley High School
Diploma
Rockhurst University
BA, Business Communication
Fiduciary Trust Company International August 2007 - Present
Franklin Templeton Investments August 2007 - Present
Coty Prestige November 2006 - June 2007
Marge Casey + Associates January 2006 - October 2006
National Catholic Reporter June 2001 - August 2005
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Social Media Marketing, Strategic Planning, Microsoft Office, Public Speaking, Marketing Strategy
Education
Bishop Kelley High School
Diploma
Rockhurst University
BA, Business Communication
Edward Petrow's Fiduciary Trust Company International Experience November 1991 - April 2000
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan April 2000 - Present
Fiduciary Trust Company International November 1991 - April 2000
First Investors Corporation January 1987 - February 1991
Education
Queens College 1983 — 1987
JPMorgan April 2000 - Present
Fiduciary Trust Company International November 1991 - April 2000
First Investors Corporation January 1987 - February 1991
Education
Queens College 1983 — 1987
Bobby Kean's Fiduciary Trust Company International Experience June 1998 - August 1998
Job Managing Director of Institutional Equity Research Sales at Kern, Suslow Securities, Inc. (KSS Capital Markets)
Industry Financial Services
Experience
Kern, Suslow Securities, Inc. (KSS Capital Markets) December 2008 - Present
W. Quillen Securities June 2004 - May 2008
Merrill Lynch, Private Client Group June 2000 - August 2000
Fiduciary Trust Company International June 1998 - August 1998
Education
College of Charleston 2001 — 2003
Bachelor of Sciences, Business Admin
College of Charleston
Bachelor of Science, Business Administration; Business Administration
American University of Paris
N.O.L.S
Lorenzo de'Medici School of the Arts
International Marketing
The Pingry School
Kern, Suslow Securities, Inc. (KSS Capital Markets) December 2008 - Present
W. Quillen Securities June 2004 - May 2008
Merrill Lynch, Private Client Group June 2000 - August 2000
Fiduciary Trust Company International June 1998 - August 1998
Education
College of Charleston 2001 — 2003
Bachelor of Sciences, Business Admin
College of Charleston
Bachelor of Science, Business Administration; Business Administration
American University of Paris
N.O.L.S
Lorenzo de'Medici School of the Arts
International Marketing
The Pingry School
Andrea Fujii's Fiduciary Trust Company International Experience Marketing ManagerFiduciary Trust Company International2009 - Present
Job Investments Marketing Professional
Industry Financial Services
Experience
Fiduciary Trust Company International Marketing ManagerFiduciary Trust Company International2009 - Present
Franklin Templeton Investments 2005 - 2009
Charles Schwab & Co., inc. 1993 - 2001
Skills
Marketing, Mutual Funds, Business Analysis
Education
University of California, Davis
Fiduciary Trust Company International Marketing ManagerFiduciary Trust Company International2009 - Present
Franklin Templeton Investments 2005 - 2009
Charles Schwab & Co., inc. 1993 - 2001
Skills
Marketing, Mutual Funds, Business Analysis
Education
University of California, Davis
Iryna Forlenza's Fiduciary Trust Company International Experience April 2014 - Present
Job Sr. Compliance Analyst AML, Fiduciary Trust Company
Industry Banking
Experience
Fiduciary Trust Company International April 2014 - Present
Fiduciary Trust Company July 2007 - Present
The Madison Consulting Group September 2006 - July 2007
Skills
Anti Money Laundering, Banking, Financial Services, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Fiduciary Trust Company International April 2014 - Present
Fiduciary Trust Company July 2007 - Present
The Madison Consulting Group September 2006 - July 2007
Skills
Anti Money Laundering, Banking, Financial Services, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Keith S. Creveling, CFA's Fiduciary Trust Company International Experience 1996 - 1999
Job Sr. Global Equity PM/SVP/CIO of Global NonUS Equities at American Century Investment Management
Industry Investment Management
Experience
American Century Investment Management September 1999 - Present
Fiduciary Trust Company International 1996 - 1999
Brown Brothers Harriman 1995 - 1996
JP Morgan 1990 - 1994
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Investment Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
MBA, Finance
Drexel University 1985 — 1990
BS, Finance & Accounting
American Century Investment Management September 1999 - Present
Fiduciary Trust Company International 1996 - 1999
Brown Brothers Harriman 1995 - 1996
JP Morgan 1990 - 1994
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Investment Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
MBA, Finance
Drexel University 1985 — 1990
BS, Finance & Accounting
Rosie Comprés Navarro's Fiduciary Trust Company International Experience October 2006 - January 2010
Job Marketing Director
Industry Aviation & Aerospace
Experience
Sikorsky Aircraft October 2013 - Present
Ipsos MediaCT May 2011 - June 2013
Fiduciary Trust Company International October 2006 - January 2010
Financial Times March 2003 - October 2006
Neuberger Berman March 1992 - March 2000
Skills
Budgets, Team Building, Integrated Marketing, Marketing Strategy, Advertising, Digital Media, Project Management, Product Marketing, Marketing, Strategy, Social Media, Leadership, Management, Public Relations, Strategic Planning
Education
Northeastern University 1987 — 1989
Sikorsky Aircraft October 2013 - Present
Ipsos MediaCT May 2011 - June 2013
Fiduciary Trust Company International October 2006 - January 2010
Financial Times March 2003 - October 2006
Neuberger Berman March 1992 - March 2000
Skills
Budgets, Team Building, Integrated Marketing, Marketing Strategy, Advertising, Digital Media, Project Management, Product Marketing, Marketing, Strategy, Social Media, Leadership, Management, Public Relations, Strategic Planning
Education
Northeastern University 1987 — 1989
Ellen Kratzer's Fiduciary Trust Company International Experience October 2009 - Present
Job Managing Director at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International October 2009 - Present
Fiduciary Trust Company International January 1995 - October 2009
Creditanstalt Wien 1994 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Private Equity, Investments, Equities, Business Development, Portfolio Management, Securities, High Net Worth..., Bloomberg, Asset Management, Fixed Income, Investment Management, Valuation, Series 7, Private Banking, Investment Advisory, Capital Markets, Wealth Management, Equity Research, Estate Planning, Investment Strategies, Financial Services, Due Diligence
Education
New York University - Leonard N. Stern School of Business
MBA
Princeton University
AB, Comparative Literature
Fiduciary Trust Company International October 2009 - Present
Fiduciary Trust Company International January 1995 - October 2009
Creditanstalt Wien 1994 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Private Equity, Investments, Equities, Business Development, Portfolio Management, Securities, High Net Worth..., Bloomberg, Asset Management, Fixed Income, Investment Management, Valuation, Series 7, Private Banking, Investment Advisory, Capital Markets, Wealth Management, Equity Research, Estate Planning, Investment Strategies, Financial Services, Due Diligence
Education
New York University - Leonard N. Stern School of Business
MBA
Princeton University
AB, Comparative Literature
Claudia Reithauser's Fiduciary Trust Company International Experience December 2014 - Present
Job Managing Director, Fiduciary Trust Company International of the South
Industry Investment Management
Experience
Fiduciary Trust Company International December 2014 - Present
Northern Trust February 2005 - December 2014
Bank of America 2003 - 2005
Greene hamrick perry quinlan schermer June 1999 - June 2003
Skills
Estate Planning, Trusts, Estate Tax Planning, High Net Worth..., IRAs, Finance, Guardianship, Wealth Management..., Strategic Financial..., Public Speaking, Financial Analysis, Investment Advisory, Mutual Funds, Private Banking, Retirement Planning, Financial Planning, Alternative Investments
Education
Stetson University College of Law 1995 — 1998
Juris Doctor (JD), Estate planning, tax and international law
Florida State University 1991 — 1993
BA, International Affairs, Minor in Spanish
Manatee Community College 1989 — 1991
Associates
Fiduciary Trust Company International December 2014 - Present
Northern Trust February 2005 - December 2014
Bank of America 2003 - 2005
Greene hamrick perry quinlan schermer June 1999 - June 2003
Skills
Estate Planning, Trusts, Estate Tax Planning, High Net Worth..., IRAs, Finance, Guardianship, Wealth Management..., Strategic Financial..., Public Speaking, Financial Analysis, Investment Advisory, Mutual Funds, Private Banking, Retirement Planning, Financial Planning, Alternative Investments
Education
Stetson University College of Law 1995 — 1998
Juris Doctor (JD), Estate planning, tax and international law
Florida State University 1991 — 1993
BA, International Affairs, Minor in Spanish
Manatee Community College 1989 — 1991
Associates
Vinayak Javaly's Fiduciary Trust Company International Experience 2001 - 2006
Job Data Scientist at Lenddo
Industry Financial Services
Experience
Lenddo 2013 - Present
EveryScreen Media 2011 - 2013
OrganizedWisdom 2011 - 2011
Xtify 2010 - 2011
New York Institute of Technology 2002 - 2011
Milabra 2009 - 2010
Susquehanna International Group (SIG) 2008 - 2009
Monitor110 2006 - 2008
Fiduciary Trust Company International 2001 - 2006
Merrill Lynch 2001 - 2001
Skills
Databases, SQL, JavaScript, Distributed Systems, Agile Methodologies, MySQL, Operating Systems, Python, Java, MongoDB, Software Development, Apache, Git, Bash, Perl, PostgreSQL
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Stony Brook University 1978 — 1982
BS, Computer Science & Economics
Lenddo 2013 - Present
EveryScreen Media 2011 - 2013
OrganizedWisdom 2011 - 2011
Xtify 2010 - 2011
New York Institute of Technology 2002 - 2011
Milabra 2009 - 2010
Susquehanna International Group (SIG) 2008 - 2009
Monitor110 2006 - 2008
Fiduciary Trust Company International 2001 - 2006
Merrill Lynch 2001 - 2001
Skills
Databases, SQL, JavaScript, Distributed Systems, Agile Methodologies, MySQL, Operating Systems, Python, Java, MongoDB, Software Development, Apache, Git, Bash, Perl, PostgreSQL
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Stony Brook University 1978 — 1982
BS, Computer Science & Economics
Thomas P. Sullivan's Fiduciary Trust Company International Experience January 2001 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
United States Army Reserve August 2014 - Present
AXA Advisors December 2007 - Present
US Army May 1993 - Present
Breezy Point Cooperative August 2009 - October 2014
WJTRest.LLC April 2000 - October 2008
BearingPoint Consulting April 2004 - September 2007
Fiduciary Trust Company International January 2001 - April 2004
Fiduciary Trust Company International June 1999 - August 2003
Fiduciary Trust Company International May 1996 - August 1999
Education
New York University's School of Continuing Professional Studies 1999 — 2001
Certificate, Financial Planning, A-
Mount St. Mary's University 1994 — 1996
MBA, Management
Mount Saint Mary's College 1989 — 1993
B.S, Business & Finance
La Salle Military Academy 1985 — 1989
High School Diploma
State Licensing Authorities
Professional Licenses:, Investment Advisor Representative
United States Army Reserve August 2014 - Present
AXA Advisors December 2007 - Present
US Army May 1993 - Present
Breezy Point Cooperative August 2009 - October 2014
WJTRest.LLC April 2000 - October 2008
BearingPoint Consulting April 2004 - September 2007
Fiduciary Trust Company International January 2001 - April 2004
Fiduciary Trust Company International June 1999 - August 2003
Fiduciary Trust Company International May 1996 - August 1999
Education
New York University's School of Continuing Professional Studies 1999 — 2001
Certificate, Financial Planning, A-
Mount St. Mary's University 1994 — 1996
MBA, Management
Mount Saint Mary's College 1989 — 1993
B.S, Business & Finance
La Salle Military Academy 1985 — 1989
High School Diploma
State Licensing Authorities
Professional Licenses:, Investment Advisor Representative
John Pettenati's Fiduciary Trust Company International Experience December 2004 - July 2015
Job Managing Director at Rockefeller and Co.
Industry Banking
Experience
Rockefeller and Co. August 2015 - Present
Fiduciary Trust Company International December 2004 - July 2015
Skills
High Net Worth..., Trust Services, Alternative Investments, Wealth Management, Asset Management, Investment Management, Estate Planning, Equities, Wealth Management..., Asset Allocation, Due Diligence, Investments, Trusts
Education
Fordham University
Bachelor's degree, History
Rockefeller and Co. August 2015 - Present
Fiduciary Trust Company International December 2004 - July 2015
Skills
High Net Worth..., Trust Services, Alternative Investments, Wealth Management, Asset Management, Investment Management, Estate Planning, Equities, Wealth Management..., Asset Allocation, Due Diligence, Investments, Trusts
Education
Fordham University
Bachelor's degree, History
Emily Griset's Fiduciary Trust Company International Experience 2009 - May 2011
Job Senior Vice President, Wealth Planner at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 2011 - Present
Fiduciary Trust Company International 2009 - May 2011
Fried, Frank, Harris, Shriver & Jacobson LLP 2007 - 2009
Skills
Wealth Management, Investments
Education
New York University School of Law 2004 — 2007
Citi Private Bank May 2011 - Present
Fiduciary Trust Company International 2009 - May 2011
Fried, Frank, Harris, Shriver & Jacobson LLP 2007 - 2009
Skills
Wealth Management, Investments
Education
New York University School of Law 2004 — 2007
Noah Breyer's Fiduciary Trust Company International Experience January 1997 - May 1998
Job Wealth Management Technologies Senior Systems Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2007 - Present
UNION BANK OF CALIFORNIA INSTITUTIONAL CUSTODY SERVICES May 1998 - February 2007
FIDUCIARY TRUST COMPANY INTERNATIONAL January 1997 - May 1998
CHASE MANHATTAN BANK June 1994 - January 1997
MITSUBISHI GLOBAL CUSTODY March 1990 - May 1994
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Vendor Management, Fixed Income, Business Intelligence, Data Modeling, Project Management, Banking, Management, Project Planning, Software Documentation, Leadership, Business Requirements, CRM, Integration, Strategic Planning, Financial Services, Program Management
Education
University of California, Santa Cruz 1984 — 1989
BA, Political Economy of Japan/East Asian Studies
Franklin Templeton Investments February 2007 - Present
UNION BANK OF CALIFORNIA INSTITUTIONAL CUSTODY SERVICES May 1998 - February 2007
FIDUCIARY TRUST COMPANY INTERNATIONAL January 1997 - May 1998
CHASE MANHATTAN BANK June 1994 - January 1997
MITSUBISHI GLOBAL CUSTODY March 1990 - May 1994
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Vendor Management, Fixed Income, Business Intelligence, Data Modeling, Project Management, Banking, Management, Project Planning, Software Documentation, Leadership, Business Requirements, CRM, Integration, Strategic Planning, Financial Services, Program Management
Education
University of California, Santa Cruz 1984 — 1989
BA, Political Economy of Japan/East Asian Studies
Leonard Grimando's Fiduciary Trust Company International Experience February 1987 - August 2001
Job Director, Financial Reporting Analysis at Standard & Poor's
Industry Accounting
Experience
Standard & Poor's January 2005 - Present
PricewaterhouseCoopers January 2002 - December 2004
Fiduciary Trust Company International February 1987 - August 2001
KPMG US September 1984 - February 1987
McGladrey June 1981 - September 1984
Skills
Analysis, Financial Reporting, Financial Analysis, Microsoft Office, Finance, Customer Service, Risk Management, Microsoft Word, Financial Modeling, PowerPoint
Education
LIU Post 1983 — 1985
Master of Science (M.S.), Taxation, 3.83 GPA
LIU Post 1977 — 1981
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Standard & Poor's January 2005 - Present
PricewaterhouseCoopers January 2002 - December 2004
Fiduciary Trust Company International February 1987 - August 2001
KPMG US September 1984 - February 1987
McGladrey June 1981 - September 1984
Skills
Analysis, Financial Reporting, Financial Analysis, Microsoft Office, Finance, Customer Service, Risk Management, Microsoft Word, Financial Modeling, PowerPoint
Education
LIU Post 1983 — 1985
Master of Science (M.S.), Taxation, 3.83 GPA
LIU Post 1977 — 1981
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Anita Hlibczuk's Fiduciary Trust Company International Experience 2000 - 2005
Job Senior Analyst at U.S. Steel and Carnegie Pension Fund
Industry Financial Services
Experience
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
Heidi Archie's Fiduciary Trust Company International Experience December 2014 - Present
Job Senior Business Analyst at Fiduciary Trust Company International
Industry Banking
Experience
Fiduciary Trust Company International December 2014 - Present
Fiduciary Trust Company May 2010 - Present
Fiduciary Trust Company March 2007 - April 2010
Education
Mid-Plains Community College 1993 — 1995
Associate of Science (A.S.)
Bellevue University
Bachelor of Science (BS), Marketing
Colorado State University
Fiduciary Trust Company International December 2014 - Present
Fiduciary Trust Company May 2010 - Present
Fiduciary Trust Company March 2007 - April 2010
Education
Mid-Plains Community College 1993 — 1995
Associate of Science (A.S.)
Bellevue University
Bachelor of Science (BS), Marketing
Colorado State University
Jamie Pascale's Fiduciary Trust Company International Experience February 2008 - Present
Job Client Service Administrator
Industry Financial Services
Experience
Fiduciary Trust Company August 2011 - Present
Fiduciary Trust Company International February 2008 - Present
Fiduciary Trust Company International February 2008 - Present
Fiduciary Trust Company June 2010 - August 2011
Fiduciary Trust Company December 2009 - June 2010
New Business Department September 2008 - December 2009
Janet Culver SVP February 2008 - September 2008
Solomon Page Group July 2004 - February 2008
Solomon-Page Group LLC July 2004 - February 2008
BMG Music Entertainment March 2004 - June 2004
Education
Katharine Gibbs School 2003 — 2004
Associates, Business Administration
Katharine Gibbs School
A.O.S Business Administration
Fiduciary Trust Company August 2011 - Present
Fiduciary Trust Company International February 2008 - Present
Fiduciary Trust Company International February 2008 - Present
Fiduciary Trust Company June 2010 - August 2011
Fiduciary Trust Company December 2009 - June 2010
New Business Department September 2008 - December 2009
Janet Culver SVP February 2008 - September 2008
Solomon Page Group July 2004 - February 2008
Solomon-Page Group LLC July 2004 - February 2008
BMG Music Entertainment March 2004 - June 2004
Education
Katharine Gibbs School 2003 — 2004
Associates, Business Administration
Katharine Gibbs School
A.O.S Business Administration
Esther Chen's Fiduciary Trust Company International Experience March 2015 - Present
Job Investment Associate at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company International March 2015 - Present
Glenmede May 2012 - October 2014
Bryn Mawr College May 2011 - August 2011
Skills
Microsoft Excel, Mandarin, Bloomberg, Cantonese, FactSet, InvestEdge, StyleAdvisor
Education
Bryn Mawr College 2008 — 2012
AB, Mathematics
DIS, Danish Institute for Study Abroad 2011 — 2011
International Business
Midwood High School 2004 — 2008
Medical Science
Fiduciary Trust Company International March 2015 - Present
Glenmede May 2012 - October 2014
Bryn Mawr College May 2011 - August 2011
Skills
Microsoft Excel, Mandarin, Bloomberg, Cantonese, FactSet, InvestEdge, StyleAdvisor
Education
Bryn Mawr College 2008 — 2012
AB, Mathematics
DIS, Danish Institute for Study Abroad 2011 — 2011
International Business
Midwood High School 2004 — 2008
Medical Science
Henry Molina's Fiduciary Trust Company International Experience May 2003 - January 2004
Job Director Global Quality Assurance Audit
Industry Investment Banking
Experience
Citi February 2014 - Present
Standard Chartered Bank June 2013 - January 2014
DEUTSCHE BANK AG May 2006 - June 2013
HSBC BANK USA, NATIONAL ASSOCIATION April 2004 - May 2006
FIDUCIARY TRUST COMPANY INTERNATIONAL May 2003 - January 2004
LANDESBANK BADEN-WURTTENBERG December 2002 - May 2003
NATIONAL AUSTRALIA BANK May 1997 - May 2002
BEA ASSOCIATES INVESTMENT MANAGEMENT INC August 1994 - May 1997
BHF BANK October 1990 - August 1994
Skills
Risk Management, Compliance Testing, Financial Risk, Banking, Fixed Income, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Compliance, Internal Audit, Accounting, Derivatives, Portfolio Management, Finance, KYC, Equities, Corporate Governance, Auditing, Internal Controls, Trading
Education
New Jersey City University
B.A 2002, M.A, 2006
Citi February 2014 - Present
Standard Chartered Bank June 2013 - January 2014
DEUTSCHE BANK AG May 2006 - June 2013
HSBC BANK USA, NATIONAL ASSOCIATION April 2004 - May 2006
FIDUCIARY TRUST COMPANY INTERNATIONAL May 2003 - January 2004
LANDESBANK BADEN-WURTTENBERG December 2002 - May 2003
NATIONAL AUSTRALIA BANK May 1997 - May 2002
BEA ASSOCIATES INVESTMENT MANAGEMENT INC August 1994 - May 1997
BHF BANK October 1990 - August 1994
Skills
Risk Management, Compliance Testing, Financial Risk, Banking, Fixed Income, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Compliance, Internal Audit, Accounting, Derivatives, Portfolio Management, Finance, KYC, Equities, Corporate Governance, Auditing, Internal Controls, Trading
Education
New Jersey City University
B.A 2002, M.A, 2006
Tom Colasurdo's Fiduciary Trust Company International Experience August 1996 - Present
Job Treasury Analyst at Fiduciary Trust Co
Industry Investment Banking
Experience
Fiduciary Trust Company International August 1996 - Present
Marine Midland Bank 1983 - 1996
Midwest Clearing Corp 1981 - 1983
Education
City University of New York-College of Staten Island 1975 — 1976
Business
Fiduciary Trust Company International August 1996 - Present
Marine Midland Bank 1983 - 1996
Midwest Clearing Corp 1981 - 1983
Education
City University of New York-College of Staten Island 1975 — 1976
Business
Franckline Casimir-Benoit's Fiduciary Trust Company International Experience October 2013 - Present
Job Managing Director and Trust Counsel at Fiduciary Trust Company International
Industry Banking
Experience
Fiduciary Trust Company International October 2013 - Present
Fiduciary Trust Company International November 2011 - September 2013
Fiduciary Trust Company International October 2005 - October 2011
Fiduciary Trust Company International November 2000 - September 2005
Merrill Lynch Trust Company October 1992 - August 2000
Skills
Trust Services, Wealth Management..., Trust Management, Investment Management, Wealth Management, Estate Planning, Trusts, Asset Managment, Private Banking, Strategic Financial..., Mutual Funds, Estate Administration, High Net Worth..., Financial Analysis, Fiduciary
Education
The University of Connecticut School of Law 1986 — 1989
JD
Mount Holyoke College 1982 — 1986
B.A.
Fiduciary Trust Company International October 2013 - Present
Fiduciary Trust Company International November 2011 - September 2013
Fiduciary Trust Company International October 2005 - October 2011
Fiduciary Trust Company International November 2000 - September 2005
Merrill Lynch Trust Company October 1992 - August 2000
Skills
Trust Services, Wealth Management..., Trust Management, Investment Management, Wealth Management, Estate Planning, Trusts, Asset Managment, Private Banking, Strategic Financial..., Mutual Funds, Estate Administration, High Net Worth..., Financial Analysis, Fiduciary
Education
The University of Connecticut School of Law 1986 — 1989
JD
Mount Holyoke College 1982 — 1986
B.A.
Henry Barkhorn's Fiduciary Trust Company International Experience 1996 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
EMI Music Publishing March 2011 - May 2012
Overture Technologies June 2006 - June 2011
Fiduciary Trust Company International 1996 - 1999
Goldman Sachs 1975 - 1996
Skills
Strategy, Private Equity, Mergers, Corporate Finance, Start-ups, Mergers & Acquisitions, Valuation, Due Diligence, Venture Capital, Financial Modeling, Corporate Development, Executive Management, Management Consulting, Strategic Partnerships, Financial Services, Restructuring
Education
Harvard Business School 1973 — 1975
MBA
Princeton University 1967 — 1971
AB, Public Affairs
EMI Music Publishing March 2011 - May 2012
Overture Technologies June 2006 - June 2011
Fiduciary Trust Company International 1996 - 1999
Goldman Sachs 1975 - 1996
Skills
Strategy, Private Equity, Mergers, Corporate Finance, Start-ups, Mergers & Acquisitions, Valuation, Due Diligence, Venture Capital, Financial Modeling, Corporate Development, Executive Management, Management Consulting, Strategic Partnerships, Financial Services, Restructuring
Education
Harvard Business School 1973 — 1975
MBA
Princeton University 1967 — 1971
AB, Public Affairs
Kenneth Rice's Fiduciary Trust Company International Experience June 2011 - July 2015
Job Senior Vice President & Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management July 2015 - Present
Fiduciary Trust Company International June 2011 - July 2015
Brosnan & Hegler, LLP March 2010 - June 2011
Feldman, Kramer & Monaco, PC September 2007 - March 2010
Education
American University Washington College of Law 2004 — 2007
J.D., Law
Columbia University in the City of New York 1998 — 2002
B.A., History
U.S. Trust, Bank of America Private Wealth Management July 2015 - Present
Fiduciary Trust Company International June 2011 - July 2015
Brosnan & Hegler, LLP March 2010 - June 2011
Feldman, Kramer & Monaco, PC September 2007 - March 2010
Education
American University Washington College of Law 2004 — 2007
J.D., Law
Columbia University in the City of New York 1998 — 2002
B.A., History
David K. Stone's Fiduciary Trust Company International Experience August 1988 - July 2000
Job Retired
Industry Financial Services
Experience
FTCI March 1999 - Present
Fiduciary Trust Company International August 1988 - July 2000
Fiduciary Trust Company International 1983 - 1988
Ernst & Whinney (now Ernst & Young) June 1970 - August 1983
Gilfoil & McNeal CPA's June 1967 - June 1970
US Army August 1964 - April 1967
Skills
Securities, Auditing, Financial Services, Investments, Analysis, Banking, Trading, Strategic Financial..., Risk Management, Portfolio Management, Financial Risk, Wealth Management, Mutual Funds, Management, Asset Management, Equities
Education
Franklin & Marshall College 1960 — 1964
AB, Accounting
New York Military Academy 1958 — 1960
High School
Skaneateles Central School 1952 — 1958
High School, 5 through 10
FTCI March 1999 - Present
Fiduciary Trust Company International August 1988 - July 2000
Fiduciary Trust Company International 1983 - 1988
Ernst & Whinney (now Ernst & Young) June 1970 - August 1983
Gilfoil & McNeal CPA's June 1967 - June 1970
US Army August 1964 - April 1967
Skills
Securities, Auditing, Financial Services, Investments, Analysis, Banking, Trading, Strategic Financial..., Risk Management, Portfolio Management, Financial Risk, Wealth Management, Mutual Funds, Management, Asset Management, Equities
Education
Franklin & Marshall College 1960 — 1964
AB, Accounting
New York Military Academy 1958 — 1960
High School
Skaneateles Central School 1952 — 1958
High School, 5 through 10
Janice Kuhn Reck's Fiduciary Trust Company International Experience 1995 - 2001
Job Application Support Specialist at Viewpoint Construction Software
Industry Computer Software
Experience
Viewpoint Construction Software January 2012 - Present
SunGard March 1987 - February 2007
Fiduciary Trust Company International 1995 - 2001
Mizuho Trust Company January 1994 - December 1999
Bankers Trust Company July 1993 - April 1994
Union Bank of Switzerland January 1990 - September 1990
SunGard March 1987 - January 1990
Skills
Software Documentation, Technical Support, Consulting, Oracle, Requirements Analysis, Application Support, Project Management, Microsoft SQL Server, CRM, Software Project..., Software Implementation, IT Project Lifecycle, Software Installation, C#, Troubleshooting, Databases, Unix
Education
New York University 1998 — 2000
C Programming
Maxwell Technical Institute 1985 — 1986
Computer Operations / Programming
Sacred Heart School of Nursing 1982 — 1983
Licensed Practical Nursing, Practical Nursing
Viewpoint Construction Software January 2012 - Present
SunGard March 1987 - February 2007
Fiduciary Trust Company International 1995 - 2001
Mizuho Trust Company January 1994 - December 1999
Bankers Trust Company July 1993 - April 1994
Union Bank of Switzerland January 1990 - September 1990
SunGard March 1987 - January 1990
Skills
Software Documentation, Technical Support, Consulting, Oracle, Requirements Analysis, Application Support, Project Management, Microsoft SQL Server, CRM, Software Project..., Software Implementation, IT Project Lifecycle, Software Installation, C#, Troubleshooting, Databases, Unix
Education
New York University 1998 — 2000
C Programming
Maxwell Technical Institute 1985 — 1986
Computer Operations / Programming
Sacred Heart School of Nursing 1982 — 1983
Licensed Practical Nursing, Practical Nursing
Kevin Sklar's Fiduciary Trust Company International Experience March 1999 - July 2005
Job Senior Vice President, Controller at York Capital Management
Industry Investment Management
Experience
York Capital Management June 2015 - Present
Nomura Corporate Research and Asset Management Inc. July 2005 - June 2015
Fiduciary Trust Company International March 1999 - July 2005
Ernst & Young October 1996 - March 1999
Skills
Asset Managment, Hedge Funds, Fixed Income, High Yield, Structured Products, High Yield Bonds, Financial Reporting, Asset Management, Emerging Markets, Investment Management, Finance, Financial Services, Financial Risk, Credit
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Management
Queens College 1993 — 1996
BA, Accounting and Economics
York Capital Management June 2015 - Present
Nomura Corporate Research and Asset Management Inc. July 2005 - June 2015
Fiduciary Trust Company International March 1999 - July 2005
Ernst & Young October 1996 - March 1999
Skills
Asset Managment, Hedge Funds, Fixed Income, High Yield, Structured Products, High Yield Bonds, Financial Reporting, Asset Management, Emerging Markets, Investment Management, Finance, Financial Services, Financial Risk, Credit
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Management
Queens College 1993 — 1996
BA, Accounting and Economics
Allison Klein's Fiduciary Trust Company International Experience June 2007 - August 2007
Job Associate Director, Global Digital Business Finance at Sony Music Entertainment
Industry Entertainment
Experience
Sony Music Entertainment September 2013 - Present
Time Consumer Marketing Inc. December 2012 - September 2013
Time Consumer Marketing Inc. October 2010 - December 2012
DC Comics July 2008 - October 2010
Fiduciary Trust Company International June 2007 - August 2007
Fiduciary Trust Company International June 2006 - August 2006
Skills
Forecasting, Microsoft Excel, Publishing, PowerPoint, Budgets, Financial Analysis, Financial Modeling, Marketing, Research, Microsoft Office, Outlook, Analysis, Data Analysis, Microsoft Word, Marketing Strategy, Strategic Planning, PeopleSoft, Competitive Analysis, Market Research, Strategy, Variance Analysis, Accounting, Account Reconciliation, Project Management, Finance, Digital Marketing
Education
Muhlenberg College 2004 — 2008
BA, Finance and Economics
Sony Music Entertainment September 2013 - Present
Time Consumer Marketing Inc. December 2012 - September 2013
Time Consumer Marketing Inc. October 2010 - December 2012
DC Comics July 2008 - October 2010
Fiduciary Trust Company International June 2007 - August 2007
Fiduciary Trust Company International June 2006 - August 2006
Skills
Forecasting, Microsoft Excel, Publishing, PowerPoint, Budgets, Financial Analysis, Financial Modeling, Marketing, Research, Microsoft Office, Outlook, Analysis, Data Analysis, Microsoft Word, Marketing Strategy, Strategic Planning, PeopleSoft, Competitive Analysis, Market Research, Strategy, Variance Analysis, Accounting, Account Reconciliation, Project Management, Finance, Digital Marketing
Education
Muhlenberg College 2004 — 2008
BA, Finance and Economics
Paul A. Nolle , Jr's Fiduciary Trust Company International Experience March 2010 - Present
Job Managing Director at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International March 2010 - Present
Deutsche Bank January 1994 - November 2009
Merrill Lynch Asset Management January 1985 - January 1994
First Fidelity Bank January 1983 - January 1985
First Fidelity Bank January 1981 - January 1983
Bank Management Training Program January 1980 - January 1981
Education
Connecticut College 1976 — 1980
Connecticut College
B.A, Economics
Fiduciary Trust Company International March 2010 - Present
Deutsche Bank January 1994 - November 2009
Merrill Lynch Asset Management January 1985 - January 1994
First Fidelity Bank January 1983 - January 1985
First Fidelity Bank January 1981 - January 1983
Bank Management Training Program January 1980 - January 1981
Education
Connecticut College 1976 — 1980
Connecticut College
B.A, Economics
Carin Pai, CFA's Fiduciary Trust Company International Experience November 1996 - Present
Job Executive Vice President, Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International November 1996 - Present
Skills
Equities, Wealth Management, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Mutual Funds, High Net Worth..., Investment Strategies, Financial Analysis, Risk Management, Alternative Investments, Hedge Funds, Investments, Securities, Investment Management, Fixed Income
Education
State University of New York at Albany
Bachelor's Degree, Business Administration and Management, General
Fiduciary Trust Company International November 1996 - Present
Skills
Equities, Wealth Management, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Mutual Funds, High Net Worth..., Investment Strategies, Financial Analysis, Risk Management, Alternative Investments, Hedge Funds, Investments, Securities, Investment Management, Fixed Income
Education
State University of New York at Albany
Bachelor's Degree, Business Administration and Management, General
Khaleid Castelle's Fiduciary Trust Company International Experience February 2011 - Present
Job Investment Associate at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International February 2011 - Present
Merrill Lynch August 2010 - December 2010
Education
Florida International University 2011 — 2012
Master's degree, Finance and Financial Management Services
Florida International University
Bachelor, Business Administration; Finance
Fiduciary Trust Company International February 2011 - Present
Merrill Lynch August 2010 - December 2010
Education
Florida International University 2011 — 2012
Master's degree, Finance and Financial Management Services
Florida International University
Bachelor, Business Administration; Finance
Glenna Williams's Fiduciary Trust Company International Experience August 2013 - September 2014
Job College Assistant Continuing Education Dept York College
Industry Education Management
Experience
Fiduciary Trust Company International August 2013 - September 2014
Barclays Capital (Outsourced Swiss Post Solutions) April 2010 - July 2013
FirstCaribbean International Bank July 2005 - March 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, Microsoft Word, PowerPoint, Data Entry, Spreadsheets, Event Planning, Office Management, Social Media, SAP, HRIS Database Management, Concur
Education
Queens College 2014 — 2016
Bachelor's Degree, Communication Sciences and Disorders, General
CUNY - Borough of Manhattan College 2011 — 2013
Associate degree in Business, Business/Commerce, General, 3
University of the West Indies, St. Augustine Campus 1999 — 2002
Certificate in Business Administration, Business/Commerce, General
Fiduciary Trust Company International August 2013 - September 2014
Barclays Capital (Outsourced Swiss Post Solutions) April 2010 - July 2013
FirstCaribbean International Bank July 2005 - March 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, Microsoft Word, PowerPoint, Data Entry, Spreadsheets, Event Planning, Office Management, Social Media, SAP, HRIS Database Management, Concur
Education
Queens College 2014 — 2016
Bachelor's Degree, Communication Sciences and Disorders, General
CUNY - Borough of Manhattan College 2011 — 2013
Associate degree in Business, Business/Commerce, General, 3
University of the West Indies, St. Augustine Campus 1999 — 2002
Certificate in Business Administration, Business/Commerce, General
Anh-Thu Pham's Fiduciary Trust Company International Experience April 2014 - Present
Job Investment Associate at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International April 2014 - Present
Fiduciary Trust Company International August 2011 - April 2014
Education
University of California, San Diego 2006 — 2010
BS, Management Science
Fiduciary Trust Company International April 2014 - Present
Fiduciary Trust Company International August 2011 - April 2014
Education
University of California, San Diego 2006 — 2010
BS, Management Science
Katherine Abate's Fiduciary Trust Company International Experience July 2007 - January 2011
Job SVP and Director, Trust Services at Northeastern Regional Bank
Industry Investment Management
Experience
Northeastern Regional Bank November 2011 - Present
Fiduciary Trust Company International July 2007 - January 2011
Franklin Templeton Bank and Trust July 2007 - March 2010
Fiduciary Trust Company International January 2006 - July 2007
Windels Marx Lane and Mittendorf December 2002 - January 2006
Morgan Stanley Trust July 2000 - December 2002
The Ayco Company August 1998 - July 2000
Skills
Managment, Estate Planning, Trusts, Probate, Estate Administration, Wills, Estate Tax Planning, Financial Planning, Trust Services, Gift Tax, High Net Worth..., Asset Allocation, Investments, Wealth Management, Management, Strategic Financial..., Wealth Management...
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Adelphi University 1990 — 1994
B.S., Management
Northeastern Regional Bank November 2011 - Present
Fiduciary Trust Company International July 2007 - January 2011
Franklin Templeton Bank and Trust July 2007 - March 2010
Fiduciary Trust Company International January 2006 - July 2007
Windels Marx Lane and Mittendorf December 2002 - January 2006
Morgan Stanley Trust July 2000 - December 2002
The Ayco Company August 1998 - July 2000
Skills
Managment, Estate Planning, Trusts, Probate, Estate Administration, Wills, Estate Tax Planning, Financial Planning, Trust Services, Gift Tax, High Net Worth..., Asset Allocation, Investments, Wealth Management, Management, Strategic Financial..., Wealth Management...
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Adelphi University 1990 — 1994
B.S., Management
Fred Loutfi's Fiduciary Trust Company International Experience April 1993 - September 2001
Job Principal, Freedom Solutions
Industry Computer & Network Security
Experience
Freedom Solutions April 2009 - Present
Information Technology Builders January 2003 - Present
Fiduciary Trust Company International April 1993 - September 2001
Education
DeVry University
Associate's degree, Information Technology
Freedom Solutions April 2009 - Present
Information Technology Builders January 2003 - Present
Fiduciary Trust Company International April 1993 - September 2001
Education
DeVry University
Associate's degree, Information Technology
Nelson Chow's Fiduciary Trust Company International Experience April 2005 - September 2005
Job Accountant at WH8 Inc.
Industry Accounting
Experience
WH8 Inc. November 2011 - December 2014
CreditSights Inc. April 2007 - September 2010
CreditSights Inc September 2005 - April 2007
Fiduciary Trust Company International April 2005 - September 2005
Fiduciary Trust Company International April 2002 - April 2005
Skills
Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Financial Modeling, QuickBooks, Turbo Tax, FactSet, TaxAct, Accounts Payable &..., Personal Income Tax..., Cash Flow Statements, Cash Flow Analysis, Inventory Control
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accountancy
WH8 Inc. November 2011 - December 2014
CreditSights Inc. April 2007 - September 2010
CreditSights Inc September 2005 - April 2007
Fiduciary Trust Company International April 2005 - September 2005
Fiduciary Trust Company International April 2002 - April 2005
Skills
Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Financial Modeling, QuickBooks, Turbo Tax, FactSet, TaxAct, Accounts Payable &..., Personal Income Tax..., Cash Flow Statements, Cash Flow Analysis, Inventory Control
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accountancy
Suzanne S Weston's Fiduciary Trust Company International Experience 2010 - Present
Job Relationship Manager and Sr. Trust Officer at Fiduciary Trust International of the South
Industry Financial Services
Experience
Fiduciary Trust Company International 2010 - Present
Citibank 2006 - 2010
US Trust 2003 - 2006
US Trust 2001 - 2003
American Lung Association 1999 - 2001
Law Office of Adele J Pope 1991 - 1999
Skills
Trust Services, Wealth Management, Private Banking, Wealth Management..., Asset Allocation, Fiduciary, Estate Planning, High Net Worth..., Trusts, Estate Law, Wealth, Trust Management
Education
University of South Carolina School of Law 1994 — 2007
JD
Hollins University
BA
Fiduciary Trust Company International 2010 - Present
Citibank 2006 - 2010
US Trust 2003 - 2006
US Trust 2001 - 2003
American Lung Association 1999 - 2001
Law Office of Adele J Pope 1991 - 1999
Skills
Trust Services, Wealth Management, Private Banking, Wealth Management..., Asset Allocation, Fiduciary, Estate Planning, High Net Worth..., Trusts, Estate Law, Wealth, Trust Management
Education
University of South Carolina School of Law 1994 — 2007
JD
Hollins University
BA
Edmund Charles's Fiduciary Trust Company International Experience October 1993 - October 2003
Job Business Analyst, Hedge Fund Solutions
Industry Financial Services
Experience
TNC Fund Services January 2014 - Present
Cognizant Technology Solutions April 2012 - June 2013
Citi April 2011 - July 2011
Ryan Associates- Certified Advent Geneva® software implementation February 2010 - October 2010
Contrarian Capital Management July 2008 - November 2009
GlobeOp Financial Services December 2003 - June 2008
Fiduciary Trust Company International October 1993 - October 2003
Skills
Hedge Funds, Fixed Income, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Equity Derivatives, Equities, Portfolio Management, Derivatives, Bloomberg, Investments, Prime Brokerage, Financial Statements, Private Equity
Education
New York University 1996 — 1997
Certificate-Financial Markets, 3.5
Pace University - Lubin School of Business
BBA, Management Sciences and Quantitative Methods
TNC Fund Services January 2014 - Present
Cognizant Technology Solutions April 2012 - June 2013
Citi April 2011 - July 2011
Ryan Associates- Certified Advent Geneva® software implementation February 2010 - October 2010
Contrarian Capital Management July 2008 - November 2009
GlobeOp Financial Services December 2003 - June 2008
Fiduciary Trust Company International October 1993 - October 2003
Skills
Hedge Funds, Fixed Income, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Equity Derivatives, Equities, Portfolio Management, Derivatives, Bloomberg, Investments, Prime Brokerage, Financial Statements, Private Equity
Education
New York University 1996 — 1997
Certificate-Financial Markets, 3.5
Pace University - Lubin School of Business
BBA, Management Sciences and Quantitative Methods
Christian Nolen's Fiduciary Trust Company International Experience January 1986 - December 1987
Job Trustee, Chairman of the Board of Trustees at The Cambridge School of Weston
Industry Education Management
Experience
The Cambridge School of Weston June 2008 - Present
The Fessenden School June 2009 - Present
Cambridge Center for Adult Education September 2008 - Present
Cambridge School of Culinary Arts September 2009 - May 2012
Courageous US LLC June 1994 - December 1998
EcoHealth Inc June 1991 - June 1995
Bain & Company September 1989 - September 1990
Fiduciary Trust Company International January 1986 - December 1987
Fred Alger Management, Inc. January 1983 - December 1985
Skills
Public Speaking, Nonprofits, Marketing, Fundraising, Volunteer Management, Event Planning, Teaching, Community Outreach
Education
Cambridge School of Culinary Arts 2008 — 2009
Professional Chef Program
Columbia Business School 1988 — 1989
Master of Business Administration (MBA), Operations Management and Supervision & Management of Organizations, Beta Gamma Sigma Honor Soceity
Yale University 1978 — 1982
Bachelor of Arts (B.A.), Music
The Cambridge School of Weston June 2008 - Present
The Fessenden School June 2009 - Present
Cambridge Center for Adult Education September 2008 - Present
Cambridge School of Culinary Arts September 2009 - May 2012
Courageous US LLC June 1994 - December 1998
EcoHealth Inc June 1991 - June 1995
Bain & Company September 1989 - September 1990
Fiduciary Trust Company International January 1986 - December 1987
Fred Alger Management, Inc. January 1983 - December 1985
Skills
Public Speaking, Nonprofits, Marketing, Fundraising, Volunteer Management, Event Planning, Teaching, Community Outreach
Education
Cambridge School of Culinary Arts 2008 — 2009
Professional Chef Program
Columbia Business School 1988 — 1989
Master of Business Administration (MBA), Operations Management and Supervision & Management of Organizations, Beta Gamma Sigma Honor Soceity
Yale University 1978 — 1982
Bachelor of Arts (B.A.), Music
Amanda Vega's Fiduciary Trust Company International Experience July 2013 - Present
Job Relationship Associate at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International July 2013 - Present
Education
University of South Florida 2014 — 2015
Master's Degree, Finance, General
University of South Florida 2012 — 2014
Master of Business Administration (M.B.A.)
University of Rochester 2004 — 2008
B.A., Political Science
Fiduciary Trust Company International July 2013 - Present
Education
University of South Florida 2014 — 2015
Master's Degree, Finance, General
University of South Florida 2012 — 2014
Master of Business Administration (M.B.A.)
University of Rochester 2004 — 2008
B.A., Political Science
Teresa Zaleski's Fiduciary Trust Company International Experience September 2000 - October 2002
Job Office Administrator/Legal Assistant
Industry Law Practice
Experience
M. Jeremy Ostow, Esq. December 2014 - Present
DeCotiis, FitzPatrick & Cole, LLP April 2011 - December 2014
McMANIMON & SCOTLAND L.L.C. One Riverfront Plaza April 1992 - June 2009
FIDUCIARY TRUST COMPANY INTERNATIONAL September 2000 - October 2002
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA November 1997 - September 2000
THE LAWYERS' TRAVEL SERVICE June 1995 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, HR Policies, Human Resources, Proposal Writing, Writing, Legal Research, Document Drafting
Education
Berkeley College 1990 — 1992
Associate's degree, Professional Administration
Berkeley College of Business 1990 — 1992
Associate's degree, Professional/Business Admin
Berkeley College-Woodland Park 1990 — 1992
Associate's degree, Professional Business
Nutley Senior High School 1985 — 1989
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
M. Jeremy Ostow, Esq. December 2014 - Present
DeCotiis, FitzPatrick & Cole, LLP April 2011 - December 2014
McMANIMON & SCOTLAND L.L.C. One Riverfront Plaza April 1992 - June 2009
FIDUCIARY TRUST COMPANY INTERNATIONAL September 2000 - October 2002
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA November 1997 - September 2000
THE LAWYERS' TRAVEL SERVICE June 1995 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, HR Policies, Human Resources, Proposal Writing, Writing, Legal Research, Document Drafting
Education
Berkeley College 1990 — 1992
Associate's degree, Professional Administration
Berkeley College of Business 1990 — 1992
Associate's degree, Professional/Business Admin
Berkeley College-Woodland Park 1990 — 1992
Associate's degree, Professional Business
Nutley Senior High School 1985 — 1989
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Donald Servan's Fiduciary Trust Company International Experience October 2014 - Present
Job Investment Associate
Industry Financial Services
Experience
Fiduciary Trust Company International October 2014 - Present
Scottrade March 2012 - June 2015
Scottrade July 2011 - March 2012
Dannys Electronics February 2007 - April 2011
Skills
Investments, Series 63, Series 7, Options, Valuation, FINRA, Brokerage, Portfolio Management, Equities, Financial Analysis, Securities, Asset Managment, Mutual Funds, Financial Modeling, Trading, Fixed Income, Finance, Bonds
Education
Cal Poly Pomona 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Cerritos College
Bachelor of Business Administration (B.B.A.), Finance, General
Fiduciary Trust Company International October 2014 - Present
Scottrade March 2012 - June 2015
Scottrade July 2011 - March 2012
Dannys Electronics February 2007 - April 2011
Skills
Investments, Series 63, Series 7, Options, Valuation, FINRA, Brokerage, Portfolio Management, Equities, Financial Analysis, Securities, Asset Managment, Mutual Funds, Financial Modeling, Trading, Fixed Income, Finance, Bonds
Education
Cal Poly Pomona 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Cerritos College
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Rudawitz's Fiduciary Trust Company International Experience October 1999 - August 2000
Job Vice President and Fiduciary Officer at Neuberger Berman Trust Company, NA
Industry Banking
Experience
Neuberger Berman Trust Company, NA April 2014 - Present
JPMorgan Chase August 2000 - April 2014
FIDUCIARY TRUST COMPANY INTERNATIONAL October 1999 - August 2000
REPUBLIC NATIONAL BANK OF NEW YORK 1999 - October 1999
Skills
High Net Worth..., Asset Allocation, Asset Management, Financial Services, Wealth Management...
Education
New York University Paralegal Institute 1976 — 1977
Paralegal Certificate, Trust & Estate Administration
City University of New York-John Jay College of Criminal Justice 1972 — 1976
Bachelor of Science (BS), Criminal Justice/Police Science
Neuberger Berman Trust Company, NA April 2014 - Present
JPMorgan Chase August 2000 - April 2014
FIDUCIARY TRUST COMPANY INTERNATIONAL October 1999 - August 2000
REPUBLIC NATIONAL BANK OF NEW YORK 1999 - October 1999
Skills
High Net Worth..., Asset Allocation, Asset Management, Financial Services, Wealth Management...
Education
New York University Paralegal Institute 1976 — 1977
Paralegal Certificate, Trust & Estate Administration
City University of New York-John Jay College of Criminal Justice 1972 — 1976
Bachelor of Science (BS), Criminal Justice/Police Science
Todd Brolin's Fiduciary Trust Company International Experience July 2004 - November 2008
Job Vice President at Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. November 2009 - Present
Fiduciary Trust Company International July 2004 - November 2008
Merrill Lynch Trust Company June 1996 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Risk Management, AML, Securities, Trusts, Mutual Funds, Alternative Investments, High Net Worth..., Wealth Management..., Asset Management, Investment Management, Asset Allocation, Private Banking, Investment Advisory, Investments, Financial Services, FINRA, Equities
Education
Widener University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
Morgan Stanley Private Bank, N.A. November 2009 - Present
Fiduciary Trust Company International July 2004 - November 2008
Merrill Lynch Trust Company June 1996 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Risk Management, AML, Securities, Trusts, Mutual Funds, Alternative Investments, High Net Worth..., Wealth Management..., Asset Management, Investment Management, Asset Allocation, Private Banking, Investment Advisory, Investments, Financial Services, FINRA, Equities
Education
Widener University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
Jeanette Pigis's Fiduciary Trust Company International Experience July 2014 - Present
Job Relationship Associate at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International July 2014 - Present
Capital One July 2008 - July 2014
U.S. Trust, Bank of America October 2003 - August 2008
BNY Mellon November 1999 - October 2003
Skills
Portfolio Management
Education
Baruch College 1998 — 2003
Bachelor of Business Administration, Operations Management
Fiduciary Trust Company International July 2014 - Present
Capital One July 2008 - July 2014
U.S. Trust, Bank of America October 2003 - August 2008
BNY Mellon November 1999 - October 2003
Skills
Portfolio Management
Education
Baruch College 1998 — 2003
Bachelor of Business Administration, Operations Management
Frank Ciampa's Fiduciary Trust Company International Experience June 1991 - June 1994
Job Senior Vice President Trading at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 1994 - Present
Fiduciary Trust Company International June 1991 - June 1994
Education
St. John's University 1985 — 1989
Bachelor of Science (B.S.) Finance, Finance, General
Neuberger Berman June 1994 - Present
Fiduciary Trust Company International June 1991 - June 1994
Education
St. John's University 1985 — 1989
Bachelor of Science (B.S.) Finance, Finance, General
Karen Tsai's Fiduciary Trust Company International Experience 1999 - 2000
Job VP, Citi
Industry Financial Services
Experience
Citi 2010 - Present
Citi 2007 - 2009
U.S. Department of State 2004 - 2007
New York City Department of Health and Mental Hygiene 2003 - 2004
Fiduciary Trust Company International 1999 - 2000
Fiduciary Trust Company International 1998 - 1999
Fiduciary Trust Company International 1997 - 1998
AIG 1996 - 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (B.A.)
Citi 2010 - Present
Citi 2007 - 2009
U.S. Department of State 2004 - 2007
New York City Department of Health and Mental Hygiene 2003 - 2004
Fiduciary Trust Company International 1999 - 2000
Fiduciary Trust Company International 1998 - 1999
Fiduciary Trust Company International 1997 - 1998
AIG 1996 - 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (B.A.)
Catherine Francolino's Fiduciary Trust Company International Experience April 1994 - April 2004
Job
Industry
Experience
Borough of Spring Lake Heights July 2010 - Present
Banana Republic / Gap Inc. May 2004 - January 2006
Fiduciary Trust Company International April 1994 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Rosemont College 1983 — 1986
Bachelor of Science (BS), Political Science
Rosemont College 1983 — 1986
Bachelor of Arts (B.A.), Political Science
Queen of Peace High School
Queen of Peace High School
Rosemont College
Borough of Spring Lake Heights July 2010 - Present
Banana Republic / Gap Inc. May 2004 - January 2006
Fiduciary Trust Company International April 1994 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Rosemont College 1983 — 1986
Bachelor of Science (BS), Political Science
Rosemont College 1983 — 1986
Bachelor of Arts (B.A.), Political Science
Queen of Peace High School
Queen of Peace High School
Rosemont College
Siena Sheldon's Fiduciary Trust Company International Experience June 2015 - Present
Job Relationship Associate at Fiduciary Trust Company International
Industry International Affairs
Experience
Fiduciary Trust Company International June 2015 - Present
Franklin Templeton Investments July 2014 - June 2015
Center for Hemispheric Policy August 2013 - April 2014
U.S. Department of State May 2013 - August 2013
Council on Hemispheric Affairs September 2012 - December 2012
American Red Cross Bay Area June 2012 - August 2012
University of Miami International Education & Exchange Office September 2010 - May 2012
Skills
International Relations, Political Science, Research, Report Writing, Spanish, Politics, Qualitative Research, SPSS, Economics, Policy Analysis, Intercultural..., Public Policy, Foreign Policy, International...
Education
University of Miami 2010 — 2014
Bachelor of Arts (BA), International Studies and Political Science, Minor in Spanish, 3.672
Universitat Pompeu Fabra 2013 — 2013
Spanish Language and Literature, Spanish Economics and Politics
American University 2012 — 2012
Washington Semester Program, U.S. Foreign Policy
Monte Vista High School 2006 — 2010
Fiduciary Trust Company International June 2015 - Present
Franklin Templeton Investments July 2014 - June 2015
Center for Hemispheric Policy August 2013 - April 2014
U.S. Department of State May 2013 - August 2013
Council on Hemispheric Affairs September 2012 - December 2012
American Red Cross Bay Area June 2012 - August 2012
University of Miami International Education & Exchange Office September 2010 - May 2012
Skills
International Relations, Political Science, Research, Report Writing, Spanish, Politics, Qualitative Research, SPSS, Economics, Policy Analysis, Intercultural..., Public Policy, Foreign Policy, International...
Education
University of Miami 2010 — 2014
Bachelor of Arts (BA), International Studies and Political Science, Minor in Spanish, 3.672
Universitat Pompeu Fabra 2013 — 2013
Spanish Language and Literature, Spanish Economics and Politics
American University 2012 — 2012
Washington Semester Program, U.S. Foreign Policy
Monte Vista High School 2006 — 2010
Sarah Stypa's Fiduciary Trust Company International Experience October 2009 - Present
Job Director of Marketing at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International October 2009 - Present
Franklin Templeton Investments September 1985 - July 2005
BankAmerica Corporation August 1982 - September 1985
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Marketing, Mutual Funds, Leadership
Education
Georgetown University 1978 — 1982
Bachelor of Arts (BA), History
Fiduciary Trust Company International October 2009 - Present
Franklin Templeton Investments September 1985 - July 2005
BankAmerica Corporation August 1982 - September 1985
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Marketing, Mutual Funds, Leadership
Education
Georgetown University 1978 — 1982
Bachelor of Arts (BA), History
Helen Degener's Fiduciary Trust Company International Experience 1994 - 1999
Job Vice President, portfolio manager at The Mathes Company
Industry Investment Management
Experience
The Mathes Company 1999 - Present
Reservoir Investments 1987 - Present
Mazama Capital Management 1999 - 2015
Fiduciary Trust Company International 1994 - 1999
J.P. Morgan 1981 - 1994
Lepercq de Neuflize 1976 - 1981
Manufacturers Hanover Trust 1970 - 1976
Skills
Equities, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 1967 — 1970
Security Analysis & Corporate Finance
Lake Erie College for Women 1959 — 1963
BA, Economics, English
Clark University
Special Education and Teaching, Graduate School
Worcester State University
Teaching Certificate, Graduate School
University of Copenhagen
Economics, Semester abroad
The Mathes Company 1999 - Present
Reservoir Investments 1987 - Present
Mazama Capital Management 1999 - 2015
Fiduciary Trust Company International 1994 - 1999
J.P. Morgan 1981 - 1994
Lepercq de Neuflize 1976 - 1981
Manufacturers Hanover Trust 1970 - 1976
Skills
Equities, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 1967 — 1970
Security Analysis & Corporate Finance
Lake Erie College for Women 1959 — 1963
BA, Economics, English
Clark University
Special Education and Teaching, Graduate School
Worcester State University
Teaching Certificate, Graduate School
University of Copenhagen
Economics, Semester abroad
Julie C. S. Samson's Fiduciary Trust Company International Experience November 2009 - Present
Job Vice President at Fiduciary Trust International of California
Industry Investment Management
Experience
Fiduciary Trust Company International November 2009 - Present
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Communication, Cum Laude
Cannon Financial Institute 2015 — 2015
Cannon Trust School I - Pepperdine University
Fiduciary Trust Company International November 2009 - Present
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Communication, Cum Laude
Cannon Financial Institute 2015 — 2015
Cannon Trust School I - Pepperdine University