Tiedemann Trust Company
Description
Address: 200 Bellevue Pkwy #525, Wilmington, DE 19809 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 656-5644: Category: Place name: : : : Website: : : Website: http://www.tiedemannadvisors.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tiedemann Trust Company Posting publicly on the Web Write a review Reviews Be the first to review
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Tiedemann Trust Company Employees
Employee
Years
Job
Industry
Joseph Yannelli Joseph Yannelli's Tiedemann Trust Company Experience February 2006 - March 2011
Job Vice President of Information Technology
Industry Nonprofit Organization Management
Experience
Intercommunity Action August 2015 - Present
Drinker Biddle & Reath LLP February 2012 - May 2015
Atos International April 2011 - February 2012
Tiedemann Trust Company February 2006 - March 2011
The Bayard Firm July 2003 - February 2006
Skills
Disaster Recovery, Data Center, Virtualization, Vendor Management, SharePoint, Active Directory, Security, Cisco Technologies, Citrix, Microsoft Exchange, Project Management, TCP/IP, IT Operations, Business Continuity, Storage Area Networks, SQL, Strategic Planning, Wireless, Business Process, Software Development, Budgets, Microsoft Office, Networking, LAN-WAN, Information Technology, Windows Server, VMware, Management, IT Strategy, Cloud Computing, System Administration, Servers, IT Management, Help Desk Support, SAN, VoIP
Education
CHI Institute
Associates, Computer Engineering Technology
University of Phoenix
Bachelor, Business Management
Intercommunity Action August 2015 - Present
Drinker Biddle & Reath LLP February 2012 - May 2015
Atos International April 2011 - February 2012
Tiedemann Trust Company February 2006 - March 2011
The Bayard Firm July 2003 - February 2006
Skills
Disaster Recovery, Data Center, Virtualization, Vendor Management, SharePoint, Active Directory, Security, Cisco Technologies, Citrix, Microsoft Exchange, Project Management, TCP/IP, IT Operations, Business Continuity, Storage Area Networks, SQL, Strategic Planning, Wireless, Business Process, Software Development, Budgets, Microsoft Office, Networking, LAN-WAN, Information Technology, Windows Server, VMware, Management, IT Strategy, Cloud Computing, System Administration, Servers, IT Management, Help Desk Support, SAN, VoIP
Education
CHI Institute
Associates, Computer Engineering Technology
University of Phoenix
Bachelor, Business Management
Cynthia Mingle's Tiedemann Trust Company Experience April 2010 - June 2011
Job Trust Operations UBS Trust Company, N..A.
Industry Financial Services
Experience
UBS Trust Company, N.A. October 2013 - Present
UBS Trust Company, N.A. December 2012 - October 2013
Tiedemann Trust Company April 2010 - June 2011
Enterprise Rent-A-Car August 2004 - April 2010
BB&T January 2002 - December 2003
WakeMed January 2000 - December 2000
Skills
PowerPoint, Word, Administration, Microsoft Office, Customer Service, Public Speaking, Excel, Outlook, Writing, Billing, Supervisory Skills, Problem Solving, Scheduling, Teamwork, Customer Relations, Research, Editing, Windows, Administrative Support, Marketing Communications
Education
University of North Carolina at Chapel Hill 1996 — 2002
BA, Communication Studies
UBS Trust Company, N.A. October 2013 - Present
UBS Trust Company, N.A. December 2012 - October 2013
Tiedemann Trust Company April 2010 - June 2011
Enterprise Rent-A-Car August 2004 - April 2010
BB&T January 2002 - December 2003
WakeMed January 2000 - December 2000
Skills
PowerPoint, Word, Administration, Microsoft Office, Customer Service, Public Speaking, Excel, Outlook, Writing, Billing, Supervisory Skills, Problem Solving, Scheduling, Teamwork, Customer Relations, Research, Editing, Windows, Administrative Support, Marketing Communications
Education
University of North Carolina at Chapel Hill 1996 — 2002
BA, Communication Studies
Sara Freedman, CPA, CFA Sara Freedman, CPA, CFA's Tiedemann Trust Company Experience October 1999 - April 2000
Job AVP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
Baruch College October 2010 - June 2011
Robeco April 2000 - June 2008
Tiedemann Trust Company October 1999 - April 2000
Bankers Trust July 1993 - June 1999
Skills
Financial Analysis, Portfolio Management, Compliance, Treasury, Risk Arbitrage, Equity Trading, Options, Trading, Financial Markets, Due Diligence, Derivatives, Banking, Equities, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science, Accounting
JPMorgan Chase January 2012 - Present
Baruch College October 2010 - June 2011
Robeco April 2000 - June 2008
Tiedemann Trust Company October 1999 - April 2000
Bankers Trust July 1993 - June 1999
Skills
Financial Analysis, Portfolio Management, Compliance, Treasury, Risk Arbitrage, Equity Trading, Options, Trading, Financial Markets, Due Diligence, Derivatives, Banking, Equities, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science, Accounting
Joseph Podolski Joseph Podolski's Tiedemann Trust Company Experience November 2012 - March 2014
Job Financial Analyst
Industry Investment Banking
Experience
Flagship Credit Acceptance August 2015 - Present
J.P. Morgan March 2014 - Present
Tiedemann Trust Company November 2012 - March 2014
D'Angelo and D'Angelo Law Office June 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Outlook, Investments, Private Equity, Securities, Fixed Income, Mutual Funds, Equities, Options, DTC, Bloomberg, Hedge Funds, Alternative Investments, Bonds, ETFs, Settlement, Corporate Actions, Equity Derivatives, Fund Of Funds, Derivatives, Trading Systems, Money Market, Back Office, Bloomberg Terminal
Education
University of Delaware 2008 — 2012
Economics and Finance
Flagship Credit Acceptance August 2015 - Present
J.P. Morgan March 2014 - Present
Tiedemann Trust Company November 2012 - March 2014
D'Angelo and D'Angelo Law Office June 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Outlook, Investments, Private Equity, Securities, Fixed Income, Mutual Funds, Equities, Options, DTC, Bloomberg, Hedge Funds, Alternative Investments, Bonds, ETFs, Settlement, Corporate Actions, Equity Derivatives, Fund Of Funds, Derivatives, Trading Systems, Money Market, Back Office, Bloomberg Terminal
Education
University of Delaware 2008 — 2012
Economics and Finance
Anthony D'Agostini Anthony D'Agostini's Tiedemann Trust Company Experience February 2007 - August 2015
Job Senior Financial Accountant looking for opportunities in San Diego
Industry Financial Services
Experience
Tiedemann Trust Company February 2007 - August 2015
Custom Mortgage Solutions, Inc. November 2006 - December 2006
D'Agostini's Liquor Store May 2004 - October 2006
PFPC, Inc October 2005 - March 2006
Skills
Accounting, Valuation, Financial Statements, Outlook, Fund Accounting, Microsoft Excel, Spreadsheets, Data Entry, Hedge Funds, Fund Of Funds, Financial Analysis, Microsoft Word, Customer Service, Investments, Analysis, Financial Reporting, General Ledger, GAAP, Strategic Financial..., SEC filings, Financial Modeling, US GAAP
Education
Monmouth University 2001 — 2005
Bachelor of Science, Business Administration, Accounting
Clearview Regional High School 1997 — 2001
Tiedemann Trust Company February 2007 - August 2015
Custom Mortgage Solutions, Inc. November 2006 - December 2006
D'Agostini's Liquor Store May 2004 - October 2006
PFPC, Inc October 2005 - March 2006
Skills
Accounting, Valuation, Financial Statements, Outlook, Fund Accounting, Microsoft Excel, Spreadsheets, Data Entry, Hedge Funds, Fund Of Funds, Financial Analysis, Microsoft Word, Customer Service, Investments, Analysis, Financial Reporting, General Ledger, GAAP, Strategic Financial..., SEC filings, Financial Modeling, US GAAP
Education
Monmouth University 2001 — 2005
Bachelor of Science, Business Administration, Accounting
Clearview Regional High School 1997 — 2001
Theresa Dolan's Tiedemann Trust Company Experience January 2004 - Present
Job SVP, Director of Operations at Tiedemann Trust Company
Industry Financial Services
Experience
Tiedemann Trust Company January 2004 - Present
First National Bank of Chester County September 2000 - January 2004
First National Bank of Chester County August 1994 - September 2000
Security First Bank 1988 - 1994
Skills
Strategic Planning, Team Building, Customer Relations, Project Planning, Project Coordination, Project Implementation, Project Execution, Project Delivery, Banking, Project Management, Customer Service, Analysis, Integration, Accounting, Securities, Strategic Financial..., Risk Management, Financial Services, Process Improvement, Wealth Management..., Mutual Funds, Asset Management, Due Diligence, Vendor Management, Wealth Management, Microsoft Excel, Operations Management, CRM, Cash Management, Outsourcing, High Net Worth..., Financial Planning
Education
Millersville University of Pennsylvania 1984 — 1988
BS, Business Administration/Marketing and Management
Neumann University 1983 — 1984
Tiedemann Trust Company January 2004 - Present
First National Bank of Chester County September 2000 - January 2004
First National Bank of Chester County August 1994 - September 2000
Security First Bank 1988 - 1994
Skills
Strategic Planning, Team Building, Customer Relations, Project Planning, Project Coordination, Project Implementation, Project Execution, Project Delivery, Banking, Project Management, Customer Service, Analysis, Integration, Accounting, Securities, Strategic Financial..., Risk Management, Financial Services, Process Improvement, Wealth Management..., Mutual Funds, Asset Management, Due Diligence, Vendor Management, Wealth Management, Microsoft Excel, Operations Management, CRM, Cash Management, Outsourcing, High Net Worth..., Financial Planning
Education
Millersville University of Pennsylvania 1984 — 1988
BS, Business Administration/Marketing and Management
Neumann University 1983 — 1984
Sheila Hopkins Sheila Hopkins's Tiedemann Trust Company Experience February 2015 - June 2015
Job IT Support Specialist
Industry Information Technology and Services
Experience
Versalign Inc. June 2015 - Present
Tiedemann Trust Company February 2015 - June 2015
Independent Contractor July 2008 - February 2015
FMC BioPolymer August 2012 - January 2014
Comcast 2006 - 2008
Skills
Windows OS, Microsoft Office, VoIP, Active Directory..., Computer Hardware, Solid computer skills, Troubleshooting, Technical Support, Active Directory, Windows XP, Windows 7, SCCM, Problem Solving, Networking, Software Installation, Printers, Group Policy, Access
Education
Colorado Technical University-Online 2004 — 2008
BSBA, Information Technology
Versalign Inc. June 2015 - Present
Tiedemann Trust Company February 2015 - June 2015
Independent Contractor July 2008 - February 2015
FMC BioPolymer August 2012 - January 2014
Comcast 2006 - 2008
Skills
Windows OS, Microsoft Office, VoIP, Active Directory..., Computer Hardware, Solid computer skills, Troubleshooting, Technical Support, Active Directory, Windows XP, Windows 7, SCCM, Problem Solving, Networking, Software Installation, Printers, Group Policy, Access
Education
Colorado Technical University-Online 2004 — 2008
BSBA, Information Technology
Jeff Schoff's Tiedemann Trust Company Experience May 2014 - Present
Job Treasury Analyst at Tiedemann Trust Company
Industry Financial Services
Experience
Tiedemann Trust Company May 2014 - Present
US Army March 2005 - Present
FlightSafety International February 2011 - July 2014
Applied Bank March 2009 - February 2011
Wachovia Bank February 2008 - February 2009
Skills
Information Technology, Customer Service, Policy, Organization &..., Networking, Project Planning, Troubleshooting, Analytical Skills, Time Management, Banking, Flexibility, Adaptability, Highly personable, Microsoft Office, Project Management, Issue Resolution, Weapons, Crisis Management, Civil-military..., Area Studies, Weapons Training, Infrastructure, Analysis, Regional Development
Education
Wilmington University 2009 — 2013
Bachelor of Science (BS), Finance, General
Stetson University 2006 — 2007
Bachelor of Science (BS), Finance, General
Tiedemann Trust Company May 2014 - Present
US Army March 2005 - Present
FlightSafety International February 2011 - July 2014
Applied Bank March 2009 - February 2011
Wachovia Bank February 2008 - February 2009
Skills
Information Technology, Customer Service, Policy, Organization &..., Networking, Project Planning, Troubleshooting, Analytical Skills, Time Management, Banking, Flexibility, Adaptability, Highly personable, Microsoft Office, Project Management, Issue Resolution, Weapons, Crisis Management, Civil-military..., Area Studies, Weapons Training, Infrastructure, Analysis, Regional Development
Education
Wilmington University 2009 — 2013
Bachelor of Science (BS), Finance, General
Stetson University 2006 — 2007
Bachelor of Science (BS), Finance, General
John Zakreski's Tiedemann Trust Company Experience May 2003 - Present
Job Vice President, Tiedemann Trust Company
Industry Financial Services
Experience
Tiedemann Trust Company May 2003 - Present
J.P. Morgan August 1991 - May 2003
Skills
High Net Worth..., Wealth Management...
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Business Administration
Salesianum 1983 — 1987
Tiedemann Trust Company May 2003 - Present
J.P. Morgan August 1991 - May 2003
Skills
High Net Worth..., Wealth Management...
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Business Administration
Salesianum 1983 — 1987
Hayes A. Roberts's Tiedemann Trust Company Experience March 2001 - Present
Job Principal and Managing Director at Tiedemann Trust Company
Industry Financial Services
Experience
Tiedemann Trust Company March 2001 - Present
JP Morgan February 1998 - March 2001
Education
Widener University School of Law 1993 — 1996
JD
Rider University 1989 — 1993
BS, Finance
Marlboro High School
Tiedemann Trust Company March 2001 - Present
JP Morgan February 1998 - March 2001
Education
Widener University School of Law 1993 — 1996
JD
Rider University 1989 — 1993
BS, Finance
Marlboro High School
Mac Wilson's Tiedemann Trust Company Experience 2004 - August 2011
Job CRM at InvestEdge, Inc.
Industry Investment Management
Experience
InvestEdge, Inc. August 2011 - Present
Tiedemann Trust Company 2004 - August 2011
Investors Bank and Trust January 1999 - December 2003
Skills
CRM, Strategic Planning, Portfolio Management, Financial Services, Business Analysis
Education
McDaniel College 1993 — 1997
Biology, Communications
Western Maryland College 1993 — 1997
InvestEdge, Inc. August 2011 - Present
Tiedemann Trust Company 2004 - August 2011
Investors Bank and Trust January 1999 - December 2003
Skills
CRM, Strategic Planning, Portfolio Management, Financial Services, Business Analysis
Education
McDaniel College 1993 — 1997
Biology, Communications
Western Maryland College 1993 — 1997
Kathy Glass's Tiedemann Trust Company Experience 2001 - 2007
Job Chief Administrative Officer at W Capital Partners
Industry Venture Capital & Private Equity
Experience
W Capital Partners January 2014 - Present
Alaric Compliance Services, LLC 2010 - 2013
Tiedemann Trust Company 2001 - 2007
Skills
Risk Management, Asset Management, Investments, Equities, Due Diligence, Securities, Capital Markets, Investment Banking, Financial Risk, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Financial Analysis, Wealth Management, Financial Services, Derivatives, Banking, AML, Private Equity
Education
Columbia University - Columbia Business School
MBA
San Diego State University-California State University
BS, Business Administration
W Capital Partners January 2014 - Present
Alaric Compliance Services, LLC 2010 - 2013
Tiedemann Trust Company 2001 - 2007
Skills
Risk Management, Asset Management, Investments, Equities, Due Diligence, Securities, Capital Markets, Investment Banking, Financial Risk, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Financial Analysis, Wealth Management, Financial Services, Derivatives, Banking, AML, Private Equity
Education
Columbia University - Columbia Business School
MBA
San Diego State University-California State University
BS, Business Administration
Mandy Beisel's Tiedemann Trust Company Experience September 2007 - February 2008
Job Executive Assistant at Quinlan Development Group
Industry Executive Office
Experience
Quinlan Development Group April 2015 - Present
Peter J. Solomon Company May 2011 - April 2015
Environmental Defense Fund February 2008 - August 2010
Tiedemann Trust Company September 2007 - February 2008
TRIARC COMPANIES, INC May 2002 - June 2007
HMS February 1999 - May 2002
Skills
Event Planning, PowerPoint, Administrative..., Access, Microsoft Word, Microsoft Office, Fundraising, Mac, Customer Service, Microsoft Excel, Management, Editing, Social Media, Nonprofits, Budgets, Volunteer Management, Accounting, Social Networking, Blogging, Public Relations, Research
Education
City University of New York-Hunter College 2006 — 2008
Art History
Hunter College
BA
Quinlan Development Group April 2015 - Present
Peter J. Solomon Company May 2011 - April 2015
Environmental Defense Fund February 2008 - August 2010
Tiedemann Trust Company September 2007 - February 2008
TRIARC COMPANIES, INC May 2002 - June 2007
HMS February 1999 - May 2002
Skills
Event Planning, PowerPoint, Administrative..., Access, Microsoft Word, Microsoft Office, Fundraising, Mac, Customer Service, Microsoft Excel, Management, Editing, Social Media, Nonprofits, Budgets, Volunteer Management, Accounting, Social Networking, Blogging, Public Relations, Research
Education
City University of New York-Hunter College 2006 — 2008
Art History
Hunter College
BA
Charles Broscious's Tiedemann Trust Company Experience June 2004 - Present
Job AVP Trust Operations at Tiedemann Trust Company
Industry Financial Services
Experience
Tiedemann Trust Company June 2004 - Present
Education
Slippery Rock University of Pennsylvania 1990 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Tiedemann Trust Company June 2004 - Present
Education
Slippery Rock University of Pennsylvania 1990 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services