U. S. Trust Company
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
U. S. Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U. S. Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U. S. Trust Company Employees
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
Evercore Wealth Management January 2010 - Present
US Trust 2006 - 2007
U.S. Trust Company of New York 1984 - 2007
U. S. Trust Company 1984 - 2007
US Trust 1996 - 2006
US Trust 1984 - 1996
Fried, Frank, Harris, Shriver & Jacobson 1980 - 1982
Skills
Wealth Management, Marketing, Family Office, Charities, Wealth, High Net Worth..., Portfolio Management, Strategy, Trusts, Estate Planning
Education
New England School of Law 1976 — 1979
West Coast Trust April 2006 - Present
U. S. Trust Company May 1991 - November 2005
Skills
Banking, Accounting, Investments, Budgets, Strategic Financial..., Portfolio Management, Financial Services, Finance, Mutual Funds, Financial Analysis, Asset Management, Financial Planning
Education
Cannon Financial Institute 2002 — 2004
Certified Trust Financial Advisor (CTFA)
Wharton School of Business 1991 — 1995
Certified Employee Benefit Specialist (CEBS)
College of Financial Planning 1985 — 1987
Certified Financial Planner (CFP)
Portland State University - School of Business 1984 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
JLL May 2011 - Present
Sierra Realty Corp. 2010 - May 2011
ABC Carpet & Home 2006 - July 2009
The Blue Victorian 2003 - 2008
U. S. Trust Company 1995 - 2003
Skills
Retail, Leases, Renovation, Construction Management, Real Estate, Residential Homes, Real Estate Development, Property Management, Investment Properties, Management, Contract Negotiation, Real Estate Transactions, Sales, Construction, Commercial Real Estate, Leadership, Project Management, Budgets, Negotiation, Merchandising, Start-ups, New Business Development, Facilities Management, Investments, Program Management
Education
Columbia University in the City of New York 2009 — 2012
Master of Science, Construction Administration, 3.8
New York University - Leonard N. Stern School of Business
MBA, Marketing/Organizational Behavior
Parsons School of Design
BFA, Illustration
Broadridge Financial Solutions June 2000 - Present
Broadridge Financial Solutions, Inc. formerly ICI/ADP Brokerage Services January 2007 - July 2013
Bank of Americca March 1996 - January 1999
U. S. Trust Company April 1985 - January 1994
Resolution Trust Corporation 1993 - 1994
US Trust 1984 - 1993
Manufacturers Hanover Trust 1973 - 1984
Skills
Business Analysis, Leadership, Data Center, Fixed Income, Financial Services, SDLC, Equities, Capital Markets, Securities, Risk Management, Derivatives, Requirements Gathering, Investment Banking, Banking, Business Requirements, Requirements Analysis, Portfolio Management, PMO, Vendor Management, Software Project...
Education
B.A.I School at University of Wisconsin 1976 — 1979
High Honors Graduate, Controllership
Temple University - Fox School of Business and Management 1968 — 1972
MBA, Finance - Cost Accounitng
New York University - Leonard N. Stern School of Business 1963 — 1966
B.S, Finance
Kaspick & Company, LLC January 2010 - Present
TIAA-CREF Trust Company, FSB January 2007 - December 2009
U. S. Trust Company August 2000 - February 2006
Bank of America 1995 - 2000
Skills
Investments, Asset Allocation, Financial Analysis, Non-profits, Planned Giving, Strategic Planning, Endowments, Strategic Financial..., Fundraising, Nonprofits, Business Development, Financial Planning, Leadership, Asset Management
Education
Clemson University - College of Business and Behavioral Science 1974 — 1979
Bachelor of Science (BS), Accounting
Independent Representative August 2013 - Present
PDB Accounting Services, LLC January 1991 - Present
US Trust Company 1986 - 2008
U. S. Trust Company 1986 - 2008
Skills
Investments, Small Business, Financial Services, Management, Banking, Mutual Funds, Securities, Strategic Financial..., Asset Management, Series 7, Customer Service, Portfolio Management, Alternative Investments, Fixed Income, Credit, Retirement Planning, Hedge Funds, Capital Markets, Bonds, Bloomberg
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
Fairleigh Dickinson University 1986 — 1989
B.S., Accounting and Computer Science
US Trust February 1997 - Present
U. S. Trust Company 1997 - 2010
Bank of New York Mellon August 1986 - February 1996
Bank of New York 1985 - 1996
Education
University of Phoenix 2005 — 2007
Associates, Business
U. S. Trust Company September 1990 - February 2008
U. S. Trust Comapny N.A January 2000 - January 2008
U. S. Trust Company, N.A January 1996 - January 2000
U. S. Trust Comapny, N.A January 1990 - January 1996
First Federal Savings Bank January 1985 - January 1990
First Federal Savings Bank 1985 - 1990
Skills
Process Improvement, Banking, Strategic Planning, Credit, Small Business Lending, Securities, Private Banking, Management, Financial Services, Customer Service, Loans, Portfolio Management, Internal Controls, Customer Satisfaction, Training, Consumer Lending, Mortgage Lending, Internal Audit, Retail Banking, Wealth Management, Financial Analysis, Business Analysis, Recruiting, Team Building, Project Management, Vendor Management, Commercial Lending
Education
California State University-Dominguez Hills 1999 — 2008
Bachelor of Science, Business Management
PALISADE ASSET MANAGEMENT October 2009 - Present
U. S. Trust Company August 1992 - October 2009
Piper Jaffray July 1984 - July 1992
Perkins Capital Management December 1984 - June 1987
Education
University of Minnesota - Carlson School of Management 1983 — 1987
BSB, Finance & Economics
Stanford University Graduate School of Business
Executive Program
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
Citi May 2012 - Present
Bank of America September 2002 - June 2005
Bank of America (formerly Fleet National Bank) September 2002 - June 2005
Brody Wilkinson December 1999 - March 2001
U. S. Trust Company September 1997 - July 1999
Weil, Gotshal & Manges November 1993 - September 1997
Putney, Twombly, Hall & Hirson August 1989 - October 1993
Skills
High Net Worth..., Trusts, Estate Planning
Education
Pace University School of Law 1986 — 1989
JD
Fordham University 1982 — 1986
BA, Political Science
New York University School of Law