UBS Trust Company, N.A.
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UBS Trust Company, N.A. Employees
Employee
Years
Job
Industry
David Ruben David Ruben's UBS Trust Company, N.A. Experience 2010 - 2013
Job Associate at Hahn Loeser & Parks LLP
Industry Law Practice
Experience
Hahn Loeser & Parks LLP 2015 - Present
Akerman LLP 2013 - 2015
Christiana Trust 2013 - 2013
UBS Trust Company, N.A. 2010 - 2013
Gadsden Schneider & Woodward LLP 2007 - 2009
Education
Villanova University School of Law 2007 — 2009
LL.M., Taxation
The Dickinson School of Law 2002 — 2005
Doctor of Law (J.D.)
Vanderbilt University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Hahn Loeser & Parks LLP 2015 - Present
Akerman LLP 2013 - 2015
Christiana Trust 2013 - 2013
UBS Trust Company, N.A. 2010 - 2013
Gadsden Schneider & Woodward LLP 2007 - 2009
Education
Villanova University School of Law 2007 — 2009
LL.M., Taxation
The Dickinson School of Law 2002 — 2005
Doctor of Law (J.D.)
Vanderbilt University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Harry Cubit Harry Cubit's UBS Trust Company, N.A. Experience October 2013 - Present
Job Director, Operations & Business Process Management at UBS Trust Company, N.A.
Industry Financial Services
Experience
UBS Trust Company, N.A. October 2013 - Present
Advisory Platform Solutions September 2012 - September 2013
SEI Investments February 2011 - May 2012
SEI Investments May 2006 - January 2011
SEI Investments July 1998 - April 2006
Vanguard July 1997 - June 1998
Vanguard 1993 - 1997
Vanguard 1991 - 1993
Vanguard 1989 - 1991
Vanguard 1986 - 1989
Skills
Process Improvement, Management, Project Management, Strategic Planning, Cross-functional Team..., Change Management, CRM, Business Analysis, Relationship Management, Vendor Management, Strategy, Organizational..., Banking, Six Sigma, Leadership, Financial Services, Middle Office, Asset Management, Business Development, Business Planning, Analysis, Performance Management, Wealth Management, Program Management, Business Process..., Risk Management, Training, Forecasting, Team Building, Budgets, Team Leadership, Business Process...
Education
Drexel University 1988 — 1991
MBA, Organizational Development
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSBA, Marketing & Operations Management
UBS Trust Company, N.A. October 2013 - Present
Advisory Platform Solutions September 2012 - September 2013
SEI Investments February 2011 - May 2012
SEI Investments May 2006 - January 2011
SEI Investments July 1998 - April 2006
Vanguard July 1997 - June 1998
Vanguard 1993 - 1997
Vanguard 1991 - 1993
Vanguard 1989 - 1991
Vanguard 1986 - 1989
Skills
Process Improvement, Management, Project Management, Strategic Planning, Cross-functional Team..., Change Management, CRM, Business Analysis, Relationship Management, Vendor Management, Strategy, Organizational..., Banking, Six Sigma, Leadership, Financial Services, Middle Office, Asset Management, Business Development, Business Planning, Analysis, Performance Management, Wealth Management, Program Management, Business Process..., Risk Management, Training, Forecasting, Team Building, Budgets, Team Leadership, Business Process...
Education
Drexel University 1988 — 1991
MBA, Organizational Development
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSBA, Marketing & Operations Management
Catherine Tindall Catherine Tindall's UBS Trust Company, N.A. Experience April 2013 - December 2013
Job Certified Reflexologist, CMT, Reiki Practitioner
Industry Alternative Medicine
Experience
Self Employed 2014 - Present
UBS Trust Company, N.A. April 2013 - December 2013
McCarter & English, LLP August 2008 - September 2012
Skills
Personal Injury, Reflexology, Reiki, Wellness, Wellbeing, Healing, Energy Work
Education
Baltimore School of Reflexology 2014 — 2014
Certification, Ingam Method of Reflexology
Institute of Massage and Healing Arts 2014 — 2014
Certified Massage Technician, Certified Massage Technician
University of Delaware 1978 — 1982
Bachelor of Arts (B.A.), History
University of Delaware
Paralegal Certificate
Self Employed 2014 - Present
UBS Trust Company, N.A. April 2013 - December 2013
McCarter & English, LLP August 2008 - September 2012
Skills
Personal Injury, Reflexology, Reiki, Wellness, Wellbeing, Healing, Energy Work
Education
Baltimore School of Reflexology 2014 — 2014
Certification, Ingam Method of Reflexology
Institute of Massage and Healing Arts 2014 — 2014
Certified Massage Technician, Certified Massage Technician
University of Delaware 1978 — 1982
Bachelor of Arts (B.A.), History
University of Delaware
Paralegal Certificate
Harrison Gelber Harrison Gelber's UBS Trust Company, N.A. Experience January 2014 - October 2014
Job Senior Corporate Trust Administrator at Christiana Trust, a division of Wilmington Savings Fund Society, FSB
Industry Financial Services
Experience
Christiana Trust, a division of Wilmington Savings Fund Society, FSB October 2014 - Present
UBS Trust Company, N.A. January 2014 - October 2014
Curtin & Heefner LLP April 2013 - November 2013
Applied Extrusion Technologies January 2012 - May 2012
Palmer Biezup & Henderson May 2011 - August 2011
Weitz & Luxenberg May 2010 - August 2010
Skills
Legal Writing, Legal Research, Corporate Law, Contract Negotiation, Research, Commercial Litigation, Litigation, Property & Casualty..., Defense Litigation, Trials, Litigation Support, Torts, Class Actions, Due Diligence, Business Analysis, Trusts, Banking
Education
Temple University - Fox School of Business and Management 2014 — 2017
MBA Candidate
Widener University School of Law 2009 — 2012
Juris Doctorate, Business Organizations Certificate
Bucknell University 2004 — 2008
B.A., Political Science
Christiana Trust, a division of Wilmington Savings Fund Society, FSB October 2014 - Present
UBS Trust Company, N.A. January 2014 - October 2014
Curtin & Heefner LLP April 2013 - November 2013
Applied Extrusion Technologies January 2012 - May 2012
Palmer Biezup & Henderson May 2011 - August 2011
Weitz & Luxenberg May 2010 - August 2010
Skills
Legal Writing, Legal Research, Corporate Law, Contract Negotiation, Research, Commercial Litigation, Litigation, Property & Casualty..., Defense Litigation, Trials, Litigation Support, Torts, Class Actions, Due Diligence, Business Analysis, Trusts, Banking
Education
Temple University - Fox School of Business and Management 2014 — 2017
MBA Candidate
Widener University School of Law 2009 — 2012
Juris Doctorate, Business Organizations Certificate
Bucknell University 2004 — 2008
B.A., Political Science
Cassandra Gilliard, CPS/CAP Cassandra Gilliard, CPS/CAP's UBS Trust Company, N.A. Experience December 2013 - Present
Job Executive Assistant | Meeting & Event Planner | Office Management | cgilliard28@gmail.com
Industry Executive Office
Experience
Seeking an Executive Assistant position working for a senior level executive. 2015 - Present
UBS Trust Company, N.A. December 2013 - Present
Nuclear Electric Insurance Limited 1994 - 2013
JPMorgan Chase 1988 - 1993
Education
Immaculata University
B.A., Organizational Dynamics & Human Resources, GPA 3.64
Seeking an Executive Assistant position working for a senior level executive. 2015 - Present
UBS Trust Company, N.A. December 2013 - Present
Nuclear Electric Insurance Limited 1994 - 2013
JPMorgan Chase 1988 - 1993
Education
Immaculata University
B.A., Organizational Dynamics & Human Resources, GPA 3.64
Cynthia Mingle's UBS Trust Company, N.A. Experience October 2013 - Present
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
Tiffany Whittle, MBA's UBS Trust Company, N.A. Experience August 2013 - August 2014
Job Fiduciary Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2014 - Present
UBS Trust Company, N.A. August 2013 - August 2014
Wilmington Trust Company November 2011 - July 2013
Wilmington Trust November 2010 - November 2011
Wilmington Trust Company July 2006 - November 2010
Wilmington Trust / Wilmington Brokerage Services Company December 2001 - July 2006
Jones Apparel Group April 2001 - December 2001
Polo Jeans Company July 2000 - March 2001
Skills
Financial Services, General Ledger, Finance, Banking, Financial Analysis, Financial Reporting, Wealth Management, Accounting, Budgets, Financial Statements, Wealth Management..., Forecasting, Wealth, Trust Services, Trust Management
Education
Cannon Trust School 2013 — 2014
Wilmington University 2006 — 2008
MBA, Business Administration
University of Delaware 1996 — 2000
Bachelor of Science, Fashion Merchandising
Wilmington Trust August 2014 - Present
UBS Trust Company, N.A. August 2013 - August 2014
Wilmington Trust Company November 2011 - July 2013
Wilmington Trust November 2010 - November 2011
Wilmington Trust Company July 2006 - November 2010
Wilmington Trust / Wilmington Brokerage Services Company December 2001 - July 2006
Jones Apparel Group April 2001 - December 2001
Polo Jeans Company July 2000 - March 2001
Skills
Financial Services, General Ledger, Finance, Banking, Financial Analysis, Financial Reporting, Wealth Management, Accounting, Budgets, Financial Statements, Wealth Management..., Forecasting, Wealth, Trust Services, Trust Management
Education
Cannon Trust School 2013 — 2014
Wilmington University 2006 — 2008
MBA, Business Administration
University of Delaware 1996 — 2000
Bachelor of Science, Fashion Merchandising
Elizabeth Verney Vannote Elizabeth Verney Vannote's UBS Trust Company, N.A. Experience February 2013 - September 2015
Job Delaware Fiduciary Legal Specialist
Industry Law Practice
Experience
UBS Trust Company, N.A. February 2013 - September 2015
Commonwealth Trust Company January 2012 - May 2012
Hinckley, Allen & Snyder LLP June 2011 - August 2011
New Hampshire Attorney General: Department of Charitable Trusts June 2010 - August 2010
La Comunidad Hispana April 2008 - July 2009
Skills
Editing, Legal Writing, Trust analysis, Legal research, Nonprofits, Trusts, Policy Analysis, Spanish, Legal Research, Public Speaking, Courts, Legal Issues
Education
Boston University School of Law 2009 — 2012
JD
University of Pennsylvania 2003 — 2007
BA, Latin American & Latino Studies
St. George's School 1999 — 2002
UBS Trust Company, N.A. February 2013 - September 2015
Commonwealth Trust Company January 2012 - May 2012
Hinckley, Allen & Snyder LLP June 2011 - August 2011
New Hampshire Attorney General: Department of Charitable Trusts June 2010 - August 2010
La Comunidad Hispana April 2008 - July 2009
Skills
Editing, Legal Writing, Trust analysis, Legal research, Nonprofits, Trusts, Policy Analysis, Spanish, Legal Research, Public Speaking, Courts, Legal Issues
Education
Boston University School of Law 2009 — 2012
JD
University of Pennsylvania 2003 — 2007
BA, Latin American & Latino Studies
St. George's School 1999 — 2002
Ian Pavlekovich, CTFA Ian Pavlekovich, CTFA's UBS Trust Company, N.A. Experience August 2013 - Present
Job Senior Trust Officer at UBS Trust Company, N.A.
Industry Investment Management
Experience
UBS Trust Company, N.A. August 2013 - Present
Wells Fargo Wealth Management October 2010 - August 2013
BNY Mellon Wealth Management 2004 - 2010
Mellon Financial Services 2000 - 2004
Skills
Leadership, Asset Management, Wealth Management, Portfolio Management, Management, Investments
Education
PBA Trust School - Bucknell University 2006 — 2008
Trust Administration
Clarion University of Pennsylvania 1994 — 1998
Bachelor of Science, Small Business Management
UBS Trust Company, N.A. August 2013 - Present
Wells Fargo Wealth Management October 2010 - August 2013
BNY Mellon Wealth Management 2004 - 2010
Mellon Financial Services 2000 - 2004
Skills
Leadership, Asset Management, Wealth Management, Portfolio Management, Management, Investments
Education
PBA Trust School - Bucknell University 2006 — 2008
Trust Administration
Clarion University of Pennsylvania 1994 — 1998
Bachelor of Science, Small Business Management
Carolyn Dewey Meisel Carolyn Dewey Meisel's UBS Trust Company, N.A. Experience 2012 - 2012
Job Attorney at Heckscher, Teillon, Terrill & Sager, P.C.
Industry Law Practice
Experience
Heckscher, Teillon, Terrill & Sager, P.C. November 2012 - Present
UBS Trust Company, N.A. 2012 - 2012
Ramsbacher Prokey LLP May 2009 - May 2011
Bulman, Dunie, Burke & Feld, Chtd. May 2004 - October 2008
Skills
Trusts, Estate Tax Planning, Estate Planning, Wills, Powers of Attorney, Estate Law, LLC
Education
University of Pittsburgh School of Law 2001 — 2004
J.D., Law
Denison University 1997 — 2001
BA, Psychology
Peoria Notre Dame High School 1992 — 1997
Heckscher, Teillon, Terrill & Sager, P.C. November 2012 - Present
UBS Trust Company, N.A. 2012 - 2012
Ramsbacher Prokey LLP May 2009 - May 2011
Bulman, Dunie, Burke & Feld, Chtd. May 2004 - October 2008
Skills
Trusts, Estate Tax Planning, Estate Planning, Wills, Powers of Attorney, Estate Law, LLC
Education
University of Pittsburgh School of Law 2001 — 2004
J.D., Law
Denison University 1997 — 2001
BA, Psychology
Peoria Notre Dame High School 1992 — 1997
Philip R. Snow's UBS Trust Company, N.A. Experience February 2007 - October 2011
Job Trust Consultant at Raymond James Trust, N.A.
Industry Financial Services
Experience
Raymond James Trust, N.A. November 2011 - Present
UBS Trust Company, N.A. February 2007 - October 2011
Morgan Stanley Trust, N.A. February 1997 - February 2007
American Guaranty & Trust Co, New Jersey National Bank, Fidelity Bank September 1982 - January 1997
Skills
Series 7, Trust and Estate..., Financial Advisory, Financial Services, Investments, Credit, Banking
Education
Rutgers University-New Brunswick 1978 — 1982
Bachelor's Degree, Political Science and History, Honors
Widener University 1982 — 1982
Paralegal Certification - Trust and Estate Administration, Honors
Bucknell University 1985 — 1987
Central Atlantic School of Trust, Pennsylvania Bankers Assoc., Trust and Estate Administration, Honors
Holy Cross High School 1974 — 1978
High School, Delran, New Jersey
Raymond James Trust, N.A. November 2011 - Present
UBS Trust Company, N.A. February 2007 - October 2011
Morgan Stanley Trust, N.A. February 1997 - February 2007
American Guaranty & Trust Co, New Jersey National Bank, Fidelity Bank September 1982 - January 1997
Skills
Series 7, Trust and Estate..., Financial Advisory, Financial Services, Investments, Credit, Banking
Education
Rutgers University-New Brunswick 1978 — 1982
Bachelor's Degree, Political Science and History, Honors
Widener University 1982 — 1982
Paralegal Certification - Trust and Estate Administration, Honors
Bucknell University 1985 — 1987
Central Atlantic School of Trust, Pennsylvania Bankers Assoc., Trust and Estate Administration, Honors
Holy Cross High School 1974 — 1978
High School, Delran, New Jersey
Richard Immesberger's UBS Trust Company, N.A. Experience May 2011 - Present
Job President at UBS Trust Company, N.A.
Industry Banking
Experience
UBS Trust Company, N.A. May 2011 - Present
Delaware Art Museum 2009 - 2011
WSFS Bank 2008 - 2011
Bank of America 2003 - 2008
Bank of America 2003 - 2008
Elfreth Investment Strategies 1999 - 2002
Skills
Asset Management, Asset Managment, Banking, Commercial Banking, Commercial Lending, Capital Markets, Credit, Credit Analysis, Credit Risk, Estate Planning, Financial Analysis, Financial Risk, Fixed Income, Investment Advisory, Leadership, Investments, Loans, Negotiation, Performance Improvement, Portfolio Management, Private Banking, Retail Banking, Risk Management, Series 7, Strategic Financial..., Team Building, Wealth Management
Education
University of Delaware 1994 — 1997
Baruch College, City University of New York (CUNY) 1985 — 1987
BBA
UBS Trust Company, N.A. May 2011 - Present
Delaware Art Museum 2009 - 2011
WSFS Bank 2008 - 2011
Bank of America 2003 - 2008
Bank of America 2003 - 2008
Elfreth Investment Strategies 1999 - 2002
Skills
Asset Management, Asset Managment, Banking, Commercial Banking, Commercial Lending, Capital Markets, Credit, Credit Analysis, Credit Risk, Estate Planning, Financial Analysis, Financial Risk, Fixed Income, Investment Advisory, Leadership, Investments, Loans, Negotiation, Performance Improvement, Portfolio Management, Private Banking, Retail Banking, Risk Management, Series 7, Strategic Financial..., Team Building, Wealth Management
Education
University of Delaware 1994 — 1997
Baruch College, City University of New York (CUNY) 1985 — 1987
BBA
Nicole St.Amand's UBS Trust Company, N.A. Experience October 2010 - Present
Job at
Industry Banking
Experience
Wilmington Trust May 2013 - Present
UBS Trust Company, N.A. October 2010 - Present
Christiana Bank & Trust 2006 - 2010
US Trust Company of Delaware 2004 - 2006
Wilmington Trust 1999 - 2004
Skills
Wealth Management..., Wealth Management, High Net Worth..., Trust Services, Estate Planning, Trust Management, Alternative Investments, Asset Managment, Financial Modeling, Investment Strategies, Asset Management, Asset Allocation, Relationship Management, Financial Advisory
Education
Wilmington University 2001 — 2004
MBA, Business Administration
Wilmington University 2001 — 2004
MBA, Business Administration
University of Delaware 1994 — 1998
Bachelor of Science, Biology
Wilmington Trust May 2013 - Present
UBS Trust Company, N.A. October 2010 - Present
Christiana Bank & Trust 2006 - 2010
US Trust Company of Delaware 2004 - 2006
Wilmington Trust 1999 - 2004
Skills
Wealth Management..., Wealth Management, High Net Worth..., Trust Services, Estate Planning, Trust Management, Alternative Investments, Asset Managment, Financial Modeling, Investment Strategies, Asset Management, Asset Allocation, Relationship Management, Financial Advisory
Education
Wilmington University 2001 — 2004
MBA, Business Administration
Wilmington University 2001 — 2004
MBA, Business Administration
University of Delaware 1994 — 1998
Bachelor of Science, Biology
Donna M Flagg's UBS Trust Company, N.A. Experience September 2004 - October 2008
Job Senior Trust Officer at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Brown Brother Harriman October 2008 - December 2010
UBS Trust Company, N.A. September 2004 - October 2008
Citi March 1998 - September 2004
Deutsche Bank February 1985 - March 1998
Education
Niagara University
Bachelor of Science (BS), Management/Marketing
Morgan Stanley Smith Barney January 2011 - Present
Brown Brother Harriman October 2008 - December 2010
UBS Trust Company, N.A. September 2004 - October 2008
Citi March 1998 - September 2004
Deutsche Bank February 1985 - March 1998
Education
Niagara University
Bachelor of Science (BS), Management/Marketing