U.S. Trust Company, N.A.
U.S. Trust Company, N.A. 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, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
U.S. Trust Company, N.A. Salaries. You can even request information on how much does U.S. Trust Company, N.A. pay if you want to. Learn about salaries, pros and cons of working for U.S. Trust Company, N.A. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
19 U.S. Trust Company, N.A. employees in database. Find out everything there's to know about U.S. Trust Company, N.A. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
U.S. Trust Company, N.A. Employees
Evercore Wealth Management, LLC May 2015 - Present
Mechanics Bank 2005 - December 2013
Mechanics Bank December 2012 - October 2013
U.S. Trust Company, N.A. 1997 - 2005
Wells Fargo Bank, N.A. March 1985 - December 1997
Skills
Bank Management, Risk Management, Wealth Management, Private Banking, Investment Management, Community Banking, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Banking, Commercial Lending, Commercial Banking, Investments, Leadership, Loans, Portfolio Management, Financial Services, Credit, Credit Analysis, Asset Management, Wealth, Business Planning, Small Business Lending, Specialties:..., Financial Planning
Education
University of California, Berkeley
A.B.
California Energy Contractors, Inc. July 1999 - Present
City National Bank April 2010 - January 2011
U.S. Trust Company, N.A. March 1998 - September 2002
Wells Fargo Bank July 1996 - March 1998
First Interstate Bank of California May 1993 - July 1996
City National Bank April 1988 - September 1992
Skills
Small Business, Personal Trust..., Estate Administration, Investment Management, Personal Financial..., Accounting, Banking, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Negotiation, Leadership, Marketing
Education
ABA National Graduate Trust School 1999 — 2000
Trust Administration, Estate Planning, Fiduciary Law & Compliance, Investment Management
Cannon Trust School 1994 — 1996
Trust Administration, Estate Planning, Fiduciary Law, Investment Management, Personal Finances
Santa Monica College 1986 — 1988
Associates of Arts Degree, Business Administration
Bank of the West July 2008 - Present
City National Bank 2006 - 2008
U.S. Trust Company, N.A. 1998 - 2006
Skills
Financial Analysis, Financial Modeling, Project Management, Wealth Management, Strategic Planning, Strategy, Program Management, Investments, Leadership, Portfolio Management, Banking, Change Management, Management
Education
California State Polytechnic University-Pomona 2000 — 2003
Master of Business Administration (M.B.A.), Finance
California State Polytechnic University-Pomona 1988 — 1993
Bachelor of Arts (BA)
Evercore Trust June 2009 - Present
U.S. Trust Company, N.A. June 2002 - May 2009
UnitedHealth Group January 2000 - April 2001
Gymboree Corporation September 1996 - January 2000
Skills
Fiduciary Services, Non-Qualified Deferred..., Qualified Retirement..., Commercial Real Estate, Financial Services, Securities, Employee Benefits, Equities, Operations Management, Analysis
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance, Information Management
University of California, Berkeley 1991 — 1996
BS, Civil Engineering
Evercore Trust Company, N.A. June 2009 - Present
U.S. Trust Company, N.A. February 2005 - June 2009
United States Institute of Peace November 1998 - February 2005
Education
Trinity University-Washington 2005 — 2007
English / Communications
Capital One September 2013 - Present
Privately Held Multi Family Office April 2012 - August 2013
Barclays Wealth September 2008 - March 2012
Lehman Brothers June 2007 - September 2008
U.S. Trust Company, N.A. June 2005 - June 2007
Education
Washington University in St. Louis 2001 — 2005
BSBA
Universidad Carlos III de Madrid 2004 — 2004
Study Abroad - Spring Semester
Berwick Academy
First Foundation Advisors January 2015 - Present
U.S. Trust, Bank of America Private Wealth Management July 2007 - January 2014
U.S. Trust Company, N.A. September 2004 - July 2007
Skills
Tactical Asset..., Private Wealth..., Alternative Investments, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Equities, High Net Worth..., Manager Selection, ETFs, Asset Allocation, Investment Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Wharton/ US Trust Executive Program, Investment Management
University of California, Riverside 1999 — 2004
Business Administration, Operations and Supply Chain Management
City National Bank, Wealth Management Services August 2006 - Present
U.S. Trust Company, N.A. 2001 - 2006
Skills
Leadership, Wealth Management, Asset Allocation, Investments, Asset Management
Education
Phillips Graduate Institute 2006 — 2009
MA, Clinical Psychology
California State University, Northridge
Political Science, BA
GenSpring Family Offices May 2013 - Present
GenSpring Family Offices September 2006 - Present
U.S. Trust Company, N.A. 1996 - 2006
Skills
Strategic Financial..., Investment Management, Investments, Investment Advisory, Alternative Investments, Asset Allocation, Estate Planning, Wealth Management, Retirement, Family Governance, Next Generation..., Family Communication
Education
Samford University, Cumberland School of Law 1985 — 1988
Juris Doctor
SUNY Brockport 1980 — 1985
Bachelor's degree, Political Science and Government
Corning East High School 1977 — 1980
Ion Bank October 2007 - Present
U.S. Trust Company, N.A. 1997 - 2005
Skills
Banking, Loans, Credit, Financial Analysis, Small Business Lending, New Business Development
Education
University of Connecticut
Boston Financial Management, Inc. September 2015 - Present
Loring, Wolcott & Coolidge January 2013 - September 2015
Loring, Wolcott & Coolidge May 2008 - January 2013
Cushing & Dolan 2007 - 2008
U.S. Trust Company, N.A. 2002 - 2007
Skills
Trusts, Estate Tax Planning, Estate Planning, Probate, Wealth Management, Estate Administration, Wills, Trust Services, High Net Worth..., Wealth Management..., Estate Law, Trust Management, Wealth
Education
Suffolk University Law School 1999 — 2002
Juris Doctor
Wilmington Trust November 2011 - Present
Wilmington Trust June 2004 - Present
U.S. Trust Company, N.A. 1999 - 2004
Education
Seton Hall University School of Law 1995 — 1999
JD, Law
University of Scranton 1989 — 1993
B.S., Accounting
St. Benedict's Prep
3G ENTERPRISE LLC July 2011 - Present
CrossFit Swarm December 2012 - April 2014
Bridgewater Savings Bank August 2009 - July 2011
Barclays November 2006 - August 2009
U.S. TRUST COMPANY, N.A. June 1998 - November 2006
Skills
Investments, Asset Management, Portfolio Management, Relationship Management, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Equities, Mutual Funds, Financial Markets, Investment Strategies, Strength & Conditioning, Personal Training, Fitness Training, CrossFit, Nutrition
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Arts (B.A.), Economics, 3.4
Security Bank and Trust January 2013 - Present
Bank of America, N.A. July 2007 - June 2012
U.S. Trust Company, N.A. 2002 - 2008
LB Community Bank and Trust (Lutheran Brotherhood) 1999 - 2002
Lindquist & Vennum PLLP 1994 - 1999
US Bank (First Trust, N.A.) 1988 - 1994
Consul Corporation 1985 - 1989
Best & Flanagan 1981 - 1983
Northern City National Bank (First Bank System) 1975 - 1981
Skills
Trust Services, Estate Planning, Wealth Management, Asset Managment, Private Banking, Asset Allocation, Investment Management, Strategic Financial..., Securities, Wealth Management..., Retirement Planning, Asset Management, Trusts, Investments, High Net Worth..., Financial Advisory, Portfolio Management, Alternative Investments, Financial Services, Succession Planning, Equities, Wealth, Estate Administration, Tax, Estate Law, Series 7, Investment Advisory
Education
University of Minnesota Law School 1972 — 1975
J.D., cum laude, Law
Carleton College 1968 — 1972
B.A., Government and International Relations
Eton Advisors, L.P. June 2009 - Present
UBS AG 2007 - 2009
US Trust 1999 - 2007
U.S. Trust Company, N.A. 1999 - 2007
North Carolina Trust Company April 1991 - August 1999
Price Waterhouse Coopers December 1987 - March 1991
Arthur Andersen & Co. January 1983 - November 1987
Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Private Equity, Management, Investment Management, Equities, Investment Advisory, Wealth Management..., Financial Services
Education
The University of Chicago 1987 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1982
BSBA, Business and Accounting
Gabelli Asset Management July 2010 - Present
GE Asset Management December 2005 - June 2010
U.S. Trust Company, N.A. September 2003 - December 2005
Skills
Portfolio Management, Investments, Financial Analysis, Bloomberg, Financial Modeling, Asset Management, Equities, Finance, Valuation, Process Improvement, Management, Corporate Finance, Capital Markets, Financial Services
Education
LIU Post
BS, Finance
CSAA Insurance Group July 2014 - Present
CSAA Insurance Group November 2008 - July 2014
City National Bank April 2002 - November 2008
U.S. Trust Company, N.A. February 1999 - April 2002
Transamerica August 1996 - November 1998
Sumitomo Bank of California September 1991 - June 1996
Skills
Vendor Management, Human Resources, Leadership, Management, Training, Access, Project Management, Budgets, Team Building, Project Planning, SharePoint, Interviews, Administrative..., New Business Development, Program Management, Troubleshooting, Cross-functional Team..., Office Management
Education
California State University-Northridge 1989 — 1991
Saint Mary's College of California 1988 — 1989
Glendale Community College 1985 — 1988
California State University-Los Angeles 1986 — 1987
Northern Trust June 2011 - Present
Northern Trust September 2003 - June 2011
US Trust 1996 - 2003
U.S. Trust Company, N.A. 1996 - 2003
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Wealth Management..., Investments, Strategic Financial..., Investment Strategies, Series 7, Equities, Portfolio Management, Estate Planning, High Net Worth..., Mutual Funds, Investment Management, Private Banking, Securities, Series 63, Wealth, Bloomberg, Fixed Income
Education
Hofstra University 1991 — 1993
MBA, Finance
Hofstra University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics
BeyondMissing, Inc. June 2010 - May 2013
BeyondMissing, Inc. March 2005 - June 2010
BeyondMissing, Inc. April 2003 - February 2005
RCP Events, Inc. December 2000 - February 2002
ePIT, Inc. April 2000 - September 2000
U.S. Trust Company, N.A. August 1997 - April 1999
Wood Island Associates, Inc. April 1994 - July 1997
Skills
Program Management, Nonprofits, Fundraising, Budgets, Management, Administration, Analysis, Strategic Planning, Grant Writing, Recruiting, Policy
Education
State University of New York at Albany
Bachelor of Arts