Wilmington Trust
Industry: Company
DescriptionWilmington Trust is one of the top 10 largest US institutions by fiduciary assets. Wilmington Trust is currently a provider of international corporate and institutional services, investment management, and private banking, and is renowned for its prestigious brand and services. Headquarters: Wilmington, Delaware, United States Parent organization: M&T Bank Founder: T. Coleman du Pont Founded: 8 July 1903 Number of employees: 2,672 Subsidiaries: WILMINGTON TRUST CO, M&T Bank Corporation,
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Wilmington Trust Employees
Employee
Years
Job
Industry
Natalia Glekel, CFA Natalia Glekel, CFA's Wilmington Trust Experience 2009 - 2009
Job Credit Analyst at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments April 2013 - Present
Lee Munder Capital Group December 2010 - March 2013
Fidelity Investments June 2009 - November 2010
Wilmington trust 2009 - 2009
Eaton Vance January 2007 - December 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Suffolk University
Women in Business Conference @ HBS
Standard Life Investments April 2013 - Present
Lee Munder Capital Group December 2010 - March 2013
Fidelity Investments June 2009 - November 2010
Wilmington trust 2009 - 2009
Eaton Vance January 2007 - December 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Suffolk University
Women in Business Conference @ HBS
Ron Woldoff Ron Woldoff's Wilmington Trust Experience May 2013 - November 2013
Job Business Planner / Operations Manager
Industry Higher Education
Experience
National Test Prep January 2008 - Present
Wilmington Trust May 2013 - November 2013
Cox Communications April 2007 - November 2007
TSYS Acquiring Solutions November 2006 - April 2007
Arizona Public Service (APS) February 2006 - November 2006
ValueOptions, Inc. March 2005 - December 2005
University of Phoenix November 2002 - March 2005
Skills
Data Warehousing, Requirements Gathering, training, Training Delivery, Database Design, Curriculum Design, Curriculum Development, Curriculum Mapping, User Acceptance Testing, Program Management, Business Analysis, Training, Analysis, SDLC, Higher Education, Team Building, Visio, Management, Strategic Planning, Data Analysis, Requirements Analysis, Strategy, Public Speaking, Budgets, Leadership Development, Access, Leadership, Testing, Project Planning
Education
San Diego State University-California State University 2000 — 2002
MSBA, Information Decision Systems
Arizona State University West 1998 — 2000
MBA
Arizona State University 1992 — 1996
BA, Psychology
National Test Prep January 2008 - Present
Wilmington Trust May 2013 - November 2013
Cox Communications April 2007 - November 2007
TSYS Acquiring Solutions November 2006 - April 2007
Arizona Public Service (APS) February 2006 - November 2006
ValueOptions, Inc. March 2005 - December 2005
University of Phoenix November 2002 - March 2005
Skills
Data Warehousing, Requirements Gathering, training, Training Delivery, Database Design, Curriculum Design, Curriculum Development, Curriculum Mapping, User Acceptance Testing, Program Management, Business Analysis, Training, Analysis, SDLC, Higher Education, Team Building, Visio, Management, Strategic Planning, Data Analysis, Requirements Analysis, Strategy, Public Speaking, Budgets, Leadership Development, Access, Leadership, Testing, Project Planning
Education
San Diego State University-California State University 2000 — 2002
MSBA, Information Decision Systems
Arizona State University West 1998 — 2000
MBA
Arizona State University 1992 — 1996
BA, Psychology
John E Shea John E Shea's Wilmington Trust Experience August 2013 - June 2014
Job Vice President, Relationship Manager at Chemung Canal Trust Company
Industry Financial Services
Experience
Chemung Canal Trust Company September 2014 - Present
Wilmington Trust August 2013 - June 2014
BNY Mellon Asset Servicing May 1999 - August 2013
ITS Associates February 1997 - August 1998
State Street Bank May 1995 - February 1997
SEI Corp May 1994 - May 1995
Skills
Client Service, Investments, Risk, Endowments, Pensions, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Risk, Defined Benefit, Financial Services, Fixed Income, Equities, Investment Management, Derivatives, Risk Management, Client Services
Education
Boston University - School of Management 1998 — 1999
MBA, Finance
University of Scranton 1989 — 1993
Bachelor of Science, Accounting
Montrose Area High School
Montrose Area High School
Chemung Canal Trust Company September 2014 - Present
Wilmington Trust August 2013 - June 2014
BNY Mellon Asset Servicing May 1999 - August 2013
ITS Associates February 1997 - August 1998
State Street Bank May 1995 - February 1997
SEI Corp May 1994 - May 1995
Skills
Client Service, Investments, Risk, Endowments, Pensions, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Risk, Defined Benefit, Financial Services, Fixed Income, Equities, Investment Management, Derivatives, Risk Management, Client Services
Education
Boston University - School of Management 1998 — 1999
MBA, Finance
University of Scranton 1989 — 1993
Bachelor of Science, Accounting
Montrose Area High School
Montrose Area High School
Christopher Randall Christopher Randall's Wilmington Trust Experience November 2012 - Present
Job Senior Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust November 2012 - Present
M&T Bank September 2011 - January 2013
M&T Bank May 2007 - September 2011
Goldome Bank March 1988 - June 1991
Skills
Banking, Risk Management, Financial Analysis, Investments, Wealth Management, Mutual Funds, Commercial Banking, Securities, Asset Managment, Portfolio Management, Series 7, Series 63, Asset Management, Equities, Finance, Financial Risk, Financial Services, Fixed Annuities, Insurance, Loans, Management, Mortgage Lending, Retail Banking, Retirement, Retirement Planning
Education
Canisius College
MBA, Finance
Roberts Wesleyan College
BS, Organizational Management
Wilmington Trust November 2012 - Present
M&T Bank September 2011 - January 2013
M&T Bank May 2007 - September 2011
Goldome Bank March 1988 - June 1991
Skills
Banking, Risk Management, Financial Analysis, Investments, Wealth Management, Mutual Funds, Commercial Banking, Securities, Asset Managment, Portfolio Management, Series 7, Series 63, Asset Management, Equities, Finance, Financial Risk, Financial Services, Fixed Annuities, Insurance, Loans, Management, Mortgage Lending, Retail Banking, Retirement, Retirement Planning
Education
Canisius College
MBA, Finance
Roberts Wesleyan College
BS, Organizational Management
Julia (Ye) Zhu, CFA Julia (Ye) Zhu, CFA's Wilmington Trust Experience June 2011 - April 2012
Job Investment Analyst at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC June 2012 - Present
Wilmington Trust June 2011 - April 2012
hejun consulting group June 2011 - July 2011
PricewaterhouseCoopers July 2008 - June 2010
Schlumberger July 2007 - August 2007
Skills
Factset, Bloomberg, Morningstar, Excel, PowerPoint, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Mandarin, M&A experience
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master, Finance
University of International Business and Economics 2004 — 2008
Bachelor, Finance
Ballentine Partners, LLC June 2012 - Present
Wilmington Trust June 2011 - April 2012
hejun consulting group June 2011 - July 2011
PricewaterhouseCoopers July 2008 - June 2010
Schlumberger July 2007 - August 2007
Skills
Factset, Bloomberg, Morningstar, Excel, PowerPoint, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Mandarin, M&A experience
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master, Finance
University of International Business and Economics 2004 — 2008
Bachelor, Finance
Robin Stewart Robin Stewart's Wilmington Trust Experience December 2011 - Present
Job IT Professional at Matrix Financial, a Broadridge Financial company
Industry Information Technology and Services
Experience
Wilmington Trust December 2011 - Present
Wilmington Trust October 2008 - December 2011
Stewart Technology Solutions (STS) August 2008 - January 2010
Wilmington Trust 2008 - 2010
GoDaddy.com January 2008 - August 2008
Guidance January 2005 - December 2007
Guidance Solutions January 2005 - December 2007
1GlobalPlace 2000 - 2001
USAutoNews 1998 - 1999
NPR March 1998 - August 1998
Skills
Microsoft SQL Server, E-commerce, Integration, Agile Methodologies, Software Development, Requirements Analysis, Management, ITIL, Databases, Leadership, Business Process, .NET, SQL, Enterprise Software, Analysis, SDLC, Business Intelligence, Quality Assurance, Consulting, Business Analysis, Project Management
Education
California State Polytechnic University-Pomona 1992 — 1993
BS, Marketing, Advertising
West Covina High School 1983 — 1985
San Jose Jr High
United States Air Force Academy
Wilmington Trust December 2011 - Present
Wilmington Trust October 2008 - December 2011
Stewart Technology Solutions (STS) August 2008 - January 2010
Wilmington Trust 2008 - 2010
GoDaddy.com January 2008 - August 2008
Guidance January 2005 - December 2007
Guidance Solutions January 2005 - December 2007
1GlobalPlace 2000 - 2001
USAutoNews 1998 - 1999
NPR March 1998 - August 1998
Skills
Microsoft SQL Server, E-commerce, Integration, Agile Methodologies, Software Development, Requirements Analysis, Management, ITIL, Databases, Leadership, Business Process, .NET, SQL, Enterprise Software, Analysis, SDLC, Business Intelligence, Quality Assurance, Consulting, Business Analysis, Project Management
Education
California State Polytechnic University-Pomona 1992 — 1993
BS, Marketing, Advertising
West Covina High School 1983 — 1985
San Jose Jr High
United States Air Force Academy
Kayla (Kayla Haas) Gibson Kayla (Kayla Haas) Gibson's Wilmington Trust Experience October 2008 - February 2010
Job Marketing Specialist
Industry Financial Services
Experience
Brokerage Professionals, Inc. April 2014 - Present
Thrivent Financial for Lutherans February 2010 - January 2014
Wilmington Trust October 2008 - February 2010
Hoffman and Hock November 2005 - September 2008
Tempe Improv March 2002 - November 2005
Skills
Finance, Insurance, Portfolio Management, Series 7, Customer Service, Fixed Annuities, Life Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Investments, Wealth Management, Retirement, Securities, Strategic Financial..., Leadership, Financial Services, Asset Management, Investment Advisory, 401k, Investment Strategies, Team Building, Training, FINRA, Series 6, Alternative Investments, Management
Education
Arizona State University 2001 — 2004
Bachelor, Business Administration
Little Falls Community High School 1997 — 2001
High School, General with Honors and College Courses
Brokerage Professionals, Inc. April 2014 - Present
Thrivent Financial for Lutherans February 2010 - January 2014
Wilmington Trust October 2008 - February 2010
Hoffman and Hock November 2005 - September 2008
Tempe Improv March 2002 - November 2005
Skills
Finance, Insurance, Portfolio Management, Series 7, Customer Service, Fixed Annuities, Life Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Investments, Wealth Management, Retirement, Securities, Strategic Financial..., Leadership, Financial Services, Asset Management, Investment Advisory, 401k, Investment Strategies, Team Building, Training, FINRA, Series 6, Alternative Investments, Management
Education
Arizona State University 2001 — 2004
Bachelor, Business Administration
Little Falls Community High School 1997 — 2001
High School, General with Honors and College Courses
Brian Holly's Wilmington Trust Experience 2012 - 2013
Job Associate Service Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
Bobbie Nenno Larkin, CTFA, CFP® Bobbie Nenno Larkin, CTFA, CFP®'s Wilmington Trust Experience April 2006 - August 2010
Job Senior Trust Officer, Vice President and Trust Team Lead at City National Bank
Industry Banking
Experience
City National Bank August 2010 - Present
Wilmington Trust April 2006 - August 2010
Skills
Wealth Management, Financial Planning, Estate Planning, Relationship Management, Finance, Wealth Management..., Wealth
Education
The American College 2010 — 2012
Financial Planning Certificate, Financial Planning
Case Western Reserve University 2001 — 2005
BA, Violin Performance
City National Bank August 2010 - Present
Wilmington Trust April 2006 - August 2010
Skills
Wealth Management, Financial Planning, Estate Planning, Relationship Management, Finance, Wealth Management..., Wealth
Education
The American College 2010 — 2012
Financial Planning Certificate, Financial Planning
Case Western Reserve University 2001 — 2005
BA, Violin Performance
Kellen Wise Kellen Wise's Wilmington Trust Experience March 2008 - September 2009
Job Consultant at Junction Solutions
Industry Financial Services
Experience
Junction Solutions April 2012 - Present
Greenough Consulting Group May 2011 - November 2012
Drive Now Inc September 2009 - January 2011
Wilmington Trust March 2008 - September 2009
Northwestern Mutual December 2006 - January 2008
Redstone Resources May 2004 - August 2006
Skills
CRM, Start-ups, Management, Business Development, SaaS, Forecasting, Leadership, Finance, Product Management, Budgets, Business Process, Sales
Education
Colorado State University 2005 — 2007
BA, Finance, Accounting, Business
Mullen 1999 — 2003
Junction Solutions April 2012 - Present
Greenough Consulting Group May 2011 - November 2012
Drive Now Inc September 2009 - January 2011
Wilmington Trust March 2008 - September 2009
Northwestern Mutual December 2006 - January 2008
Redstone Resources May 2004 - August 2006
Skills
CRM, Start-ups, Management, Business Development, SaaS, Forecasting, Leadership, Finance, Product Management, Budgets, Business Process, Sales
Education
Colorado State University 2005 — 2007
BA, Finance, Accounting, Business
Mullen 1999 — 2003
F. Jim Della Sala F. Jim Della Sala's Wilmington Trust Experience 2013 - Present
Job Accomplished Banking Executive
Industry Investment Banking
Experience
Wilmington Trust 2013 - Present
Deutsche Bank 1990 - 2013
Security Pacific National Bank 1988 - 1990
Union Bank 1985 - 1988
Skills
Fixed Income, Hedge Funds, Private Equity, Credit Derivatives, Structured Finance, Emerging Markets, Financial Structuring, Corporate Trust, Trustee, Sales Management, Project Management, Product Management, Relationship Management, Alternative Investments, Back Office, Banking, Bloomberg, Bonds, Business Planning, CDS, CRM, Finance, Financial Institutions, Financial Markets, Financial Services, Management, Middle Office, Risk Management, Securitization, Strategy, Swaps, Securities
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Information Systems
Wilmington Trust 2013 - Present
Deutsche Bank 1990 - 2013
Security Pacific National Bank 1988 - 1990
Union Bank 1985 - 1988
Skills
Fixed Income, Hedge Funds, Private Equity, Credit Derivatives, Structured Finance, Emerging Markets, Financial Structuring, Corporate Trust, Trustee, Sales Management, Project Management, Product Management, Relationship Management, Alternative Investments, Back Office, Banking, Bloomberg, Bonds, Business Planning, CDS, CRM, Finance, Financial Institutions, Financial Markets, Financial Services, Management, Middle Office, Risk Management, Securitization, Strategy, Swaps, Securities
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Information Systems
Nicholas Headley, MBA Nicholas Headley, MBA's Wilmington Trust Experience May 2011 - December 2012
Job Internal Sales Representative at Walton International Group
Industry Financial Services
Experience
Walton International Group September 2014 - Present
Charles Schwab January 2013 - September 2014
Wilmington Trust May 2011 - December 2012
Wilmington Trust July 2008 - May 2011
Royal United, LLC June 2006 - August 2007
Skills
Financial Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Investments, Valuation, Morningstar, Financial Advisory, Financial Statement..., Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
BS, Finance
Walton International Group September 2014 - Present
Charles Schwab January 2013 - September 2014
Wilmington Trust May 2011 - December 2012
Wilmington Trust July 2008 - May 2011
Royal United, LLC June 2006 - August 2007
Skills
Financial Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Investments, Valuation, Morningstar, Financial Advisory, Financial Statement..., Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
BS, Finance
Eric Mull's Wilmington Trust Experience August 2011 - December 2012
Job Managing Partner at Synthetic Grass Store of California
Industry Wholesale
Experience
Synthetic Grass Store of California April 2014 - Present
Synthetic Grass Store November 2013 - April 2014
Wilmington Trust August 2011 - December 2012
Copper Mountain Resort 2006 - 2012
NADA July 2000 - August 2011
NADA November 1999 - July 2000
Skills
Synthetic Turf, Wholesale Operations, Landscape Design, Import Logistics, Landscape Architecture, Retirement Planning, Financial Services, Accounting, Strategic Planning, 401k, Customer Service, Investments, New Business Development, Asset Managment, Mutual Funds, Financial Analysis, Retirement, Process Improvement, Risk Management, Project Management, Budgets, Microsoft Excel, Wealth Management
Education
Bucknell University 1994 — 1998
BSBA, Business, Management, Marketing, and Related Support Services
North Cross School 1991 — 1994
Synthetic Grass Store of California April 2014 - Present
Synthetic Grass Store November 2013 - April 2014
Wilmington Trust August 2011 - December 2012
Copper Mountain Resort 2006 - 2012
NADA July 2000 - August 2011
NADA November 1999 - July 2000
Skills
Synthetic Turf, Wholesale Operations, Landscape Design, Import Logistics, Landscape Architecture, Retirement Planning, Financial Services, Accounting, Strategic Planning, 401k, Customer Service, Investments, New Business Development, Asset Managment, Mutual Funds, Financial Analysis, Retirement, Process Improvement, Risk Management, Project Management, Budgets, Microsoft Excel, Wealth Management
Education
Bucknell University 1994 — 1998
BSBA, Business, Management, Marketing, and Related Support Services
North Cross School 1991 — 1994
Jeffrey Carson Jeffrey Carson's Wilmington Trust Experience October 2013 - Present
Job Investment Advisor at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust October 2013 - Present
Wells Capital Management 2009 - April 2011
Wachovia Bank/Evergreen Investments 2001 - 2009
BlackRock 1985 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Client Service, Institutional, Bonds
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Business Administration, Marketing
Wilmington Trust October 2013 - Present
Wells Capital Management 2009 - April 2011
Wachovia Bank/Evergreen Investments 2001 - 2009
BlackRock 1985 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Client Service, Institutional, Bonds
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Business Administration, Marketing
Peter Munich Peter Munich's Wilmington Trust Experience March 2010 - Present
Job Private Client Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2010 - Present
M&T Securities April 1999 - March 2010
Principal Financial Group 1995 - April 1999
Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Equities, Securities, Asset Allocation, Portfolio Management, Investments, Series 7, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Management, Financial Planning, Finance
Education
The American College
Certified Financial Planner
Canisius College
Master of Business Administration (MBA)
Rochester Institute of Technology
Bachelor of Science (BS), Printing Management
Wilmington Trust March 2010 - Present
M&T Securities April 1999 - March 2010
Principal Financial Group 1995 - April 1999
Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Equities, Securities, Asset Allocation, Portfolio Management, Investments, Series 7, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Management, Financial Planning, Finance
Education
The American College
Certified Financial Planner
Canisius College
Master of Business Administration (MBA)
Rochester Institute of Technology
Bachelor of Science (BS), Printing Management
Hughlett Kirby's Wilmington Trust Experience November 1991 - May 2011
Job Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2011 - Present
Wilmington Trust November 1991 - May 2011
Skills
Commercial Banking, Small Business Lending, Financial Services, Credit Risk, Relationship Management, Commercial Real Estate, Commercial Lending, Finance, Executive Management, Loans, Portfolio Management, Banking, Credit, Risk Management, Loan Origination, Underwriting
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor's degree, Political Science and Government
M&T Bank May 2011 - Present
Wilmington Trust November 1991 - May 2011
Skills
Commercial Banking, Small Business Lending, Financial Services, Credit Risk, Relationship Management, Commercial Real Estate, Commercial Lending, Finance, Executive Management, Loans, Portfolio Management, Banking, Credit, Risk Management, Loan Origination, Underwriting
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor's degree, Political Science and Government
Charles Hicks Charles Hicks's Wilmington Trust Experience November 2011 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2011 - Present
BNY Mellon 2008 - 2010
JP Morgan Chase/Bank of New York 2005 - 2007
BankOne Corporation, JP Morgan Chase 2003 - 2005
BankOne Corporation 1999 - 2003
1997-1999Bankers Trust Company, Deutsche Bank 1997 - 1999
NationsBank, Dallas, Texas 1994 - 1997
NationsBank, Dallas, Texas 1983 - 1994
Manufacturesr & Traders Trust Co 1980 - 1983
Skills
Employee Engagement, Bonds, Management, CRM, Financial Services, Banking, Mergers & Acquisitions, Process Improvement, Risk Management, Training, Business Analysis, Relationship Management, Team Building, Leadership, Portfolio Management, Change Management, Due Diligence, Financial Risk
Education
Canisius College
MBA Finance
State University of New York at Buffalo
BA Economics
University of Virginia Darden School of Business
BankOne Leadership Development Program
Wilmington Trust November 2011 - Present
BNY Mellon 2008 - 2010
JP Morgan Chase/Bank of New York 2005 - 2007
BankOne Corporation, JP Morgan Chase 2003 - 2005
BankOne Corporation 1999 - 2003
1997-1999Bankers Trust Company, Deutsche Bank 1997 - 1999
NationsBank, Dallas, Texas 1994 - 1997
NationsBank, Dallas, Texas 1983 - 1994
Manufacturesr & Traders Trust Co 1980 - 1983
Skills
Employee Engagement, Bonds, Management, CRM, Financial Services, Banking, Mergers & Acquisitions, Process Improvement, Risk Management, Training, Business Analysis, Relationship Management, Team Building, Leadership, Portfolio Management, Change Management, Due Diligence, Financial Risk
Education
Canisius College
MBA Finance
State University of New York at Buffalo
BA Economics
University of Virginia Darden School of Business
BankOne Leadership Development Program
Nancy Quiroz Nancy Quiroz's Wilmington Trust Experience June 2007 - November 2012
Job West USA Realty
Industry Real Estate
Experience
West USA Realty April 2013 - Present
Self - Employed August 2007 - April 2013
Wilmington Trust June 2007 - November 2012
Countrywide Home Loans April 2005 - November 2006
Skills
Real Estate, First Time Home Buyers, Short Sales, Property Management, Single Family Homes, Buyer Representation, REO, Residential Homes, Foreclosures, Listings, SFR, Investment Properties, Referrals, Condos, Relocation, Investors, Vacation Homes, Luxury, Commercial Real Estate, HUD, New Home Sales, Sellers, 1031 Exchanges, Brokerage, Buyers, Disposition, FHA, Home Staging, Income Properties, Investments, Leases, Loan Origination, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Move Up Buyers, Negotiation, New Homes, Property, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Property, Refinance, Rentals, Resellers, Residential Mortgages, Selling, Seniors
Education
California State University-Los Angeles 1999 — 2004
BS, Business Administration
West USA Realty April 2013 - Present
Self - Employed August 2007 - April 2013
Wilmington Trust June 2007 - November 2012
Countrywide Home Loans April 2005 - November 2006
Skills
Real Estate, First Time Home Buyers, Short Sales, Property Management, Single Family Homes, Buyer Representation, REO, Residential Homes, Foreclosures, Listings, SFR, Investment Properties, Referrals, Condos, Relocation, Investors, Vacation Homes, Luxury, Commercial Real Estate, HUD, New Home Sales, Sellers, 1031 Exchanges, Brokerage, Buyers, Disposition, FHA, Home Staging, Income Properties, Investments, Leases, Loan Origination, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Move Up Buyers, Negotiation, New Homes, Property, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Property, Refinance, Rentals, Resellers, Residential Mortgages, Selling, Seniors
Education
California State University-Los Angeles 1999 — 2004
BS, Business Administration
Christine Glatz Christine Glatz's Wilmington Trust Experience May 2001 - March 2011
Job Senior Software Developer at TxMQ
Industry Banking
Experience
Brandywine Technology Services March 2014 - Present
TxMQ March 2014 - Present
Bank of America April 2013 - February 2014
Corporation Service Company March 2011 - April 2013
Wilmington Trust May 2001 - March 2011
Christine Kestenholz, Inc May 2000 - May 2001
TNT June 1996 - May 2000
Skills
.NET, Microsoft SQL Server, OneNote, Argo, Off shore collaboration, Agile Methodologies, Business Analysis, Systems Analysis, Database Design, Balsamiq Mockup, Version One, Enterprise Architecture, Requirements Analysis, Banking, Process Improvement, Disaster Recovery, SDLC, SharePoint, Enterprise Software, Visio, Business Continuity, Business Requirements, Analysis, Vendor Management
Education
Century College 2014 — 2017
Kitchen and Bath Design Certificate - expected to graduate Spring 2017, Kitchen and Bath Design
Richard Stockton College of New Jersey 1993 — 1995
BA, Political Science
Brandywine Technology Services March 2014 - Present
TxMQ March 2014 - Present
Bank of America April 2013 - February 2014
Corporation Service Company March 2011 - April 2013
Wilmington Trust May 2001 - March 2011
Christine Kestenholz, Inc May 2000 - May 2001
TNT June 1996 - May 2000
Skills
.NET, Microsoft SQL Server, OneNote, Argo, Off shore collaboration, Agile Methodologies, Business Analysis, Systems Analysis, Database Design, Balsamiq Mockup, Version One, Enterprise Architecture, Requirements Analysis, Banking, Process Improvement, Disaster Recovery, SDLC, SharePoint, Enterprise Software, Visio, Business Continuity, Business Requirements, Analysis, Vendor Management
Education
Century College 2014 — 2017
Kitchen and Bath Design Certificate - expected to graduate Spring 2017, Kitchen and Bath Design
Richard Stockton College of New Jersey 1993 — 1995
BA, Political Science
Jeffrey Kassels Jeffrey Kassels's Wilmington Trust Experience September 2011 - April 2014
Job Relationship Manager, Vice President at Wells Fargo Bank Institutional Retirement & Trust
Industry Financial Services
Experience
Wilmington Trust September 2011 - April 2014
Wells Fargo Bank December 2004 - August 2011
U.S. Bank - Corporate Trust 2001 - 2004
U.S. Bank 1997 - 2001
Skills
Small Business Lending, Relationship Management, Investments, Finance, Financial Services, Banking, Mergers & Acquisitions, Securities, Cash Management, Loans, Credit, Capital Markets, Portfolio Management, Structured Finance, Negotiation, Financial Analysis, Mutual Funds, Management, Risk Management, Credit Analysis
Education
California State University-Northridge 1977 — 1981
Bachelor's Degree, Radio-TV-Film - Finance
Wilmington Trust September 2011 - April 2014
Wells Fargo Bank December 2004 - August 2011
U.S. Bank - Corporate Trust 2001 - 2004
U.S. Bank 1997 - 2001
Skills
Small Business Lending, Relationship Management, Investments, Finance, Financial Services, Banking, Mergers & Acquisitions, Securities, Cash Management, Loans, Credit, Capital Markets, Portfolio Management, Structured Finance, Negotiation, Financial Analysis, Mutual Funds, Management, Risk Management, Credit Analysis
Education
California State University-Northridge 1977 — 1981
Bachelor's Degree, Radio-TV-Film - Finance
Piero Wemyss Piero Wemyss's Wilmington Trust Experience 2006 - 2008
Job Loan Consultant at Farmers & Merchants Bank NMLSR ID 482940
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Paul Mutch Paul Mutch's Wilmington Trust Experience November 2008 - April 2014
Job Member of the Board of Trustees at USS Constitution Museum
Industry Financial Services
Experience
USS Constitution Museum September 2014 - Present
First Republic Investment Management April 2014 - Present
USS Constitution Museum May 2010 - September 2014
United States Marine Corps Reserve April 1991 - June 2014
Wilmington Trust November 2008 - April 2014
Vitale, Caturano & Company July 2007 - November 2008
Ernst & Young December 1999 - July 2007
Unted States Marine Corps July 1981 - September 1987
Skills
Income Tax, Insurance, Succession Planning, Stocks, Estate Planning, Tax, Asset Protection, Strategic Financial..., Wealth Management, Investments, Financial Planners, Risk Management, Trusts, Education Funding, Asset Managment, High Net Worth..., Due Diligence, Securities, Investment Advisory, Alternative Investments
Education
Boston University School of Law 2001 — 2007
LLM, Taxation
New England Law Boston 1993 — 1996
JD, Law
Salem State University 1988 — 1990
BSBA, Accounting/Economics
USS Constitution Museum September 2014 - Present
First Republic Investment Management April 2014 - Present
USS Constitution Museum May 2010 - September 2014
United States Marine Corps Reserve April 1991 - June 2014
Wilmington Trust November 2008 - April 2014
Vitale, Caturano & Company July 2007 - November 2008
Ernst & Young December 1999 - July 2007
Unted States Marine Corps July 1981 - September 1987
Skills
Income Tax, Insurance, Succession Planning, Stocks, Estate Planning, Tax, Asset Protection, Strategic Financial..., Wealth Management, Investments, Financial Planners, Risk Management, Trusts, Education Funding, Asset Managment, High Net Worth..., Due Diligence, Securities, Investment Advisory, Alternative Investments
Education
Boston University School of Law 2001 — 2007
LLM, Taxation
New England Law Boston 1993 — 1996
JD, Law
Salem State University 1988 — 1990
BSBA, Accounting/Economics
Kirk Mooneyham Kirk Mooneyham's Wilmington Trust Experience August 2011 - December 2014
Job Executive Vice President at Stern Risk Partners
Industry Insurance
Experience
Stern Risk Partners December 2014 - Present
Wilmington Trust August 2011 - December 2014
Wilmington Trust SP Services, Inc August 2011 - December 2014
Beecher Carlson April 2004 - August 2011
RiskCap, Inc April 2004 - August 2011
Deloitte August 2000 - September 2001
Deloitte August 2000 - September 2001
Skills
Finance, Risk Management, Financial Analysis, Insurance, Reinsurance, Management, Financial Services, Auditing, Underwriting, Financial Risk
Education
Clemson University 1999 — 2000
MAcc, Accounting
Clemson University 1999 — 2000
MAcc, Auditing
Erskine College 1995 — 1999
B.S. Business Administration, Accounting
Auburndale Sr. High 1992 — 1995
State of Colorado
CPA
Stern Risk Partners December 2014 - Present
Wilmington Trust August 2011 - December 2014
Wilmington Trust SP Services, Inc August 2011 - December 2014
Beecher Carlson April 2004 - August 2011
RiskCap, Inc April 2004 - August 2011
Deloitte August 2000 - September 2001
Deloitte August 2000 - September 2001
Skills
Finance, Risk Management, Financial Analysis, Insurance, Reinsurance, Management, Financial Services, Auditing, Underwriting, Financial Risk
Education
Clemson University 1999 — 2000
MAcc, Accounting
Clemson University 1999 — 2000
MAcc, Auditing
Erskine College 1995 — 1999
B.S. Business Administration, Accounting
Auburndale Sr. High 1992 — 1995
State of Colorado
CPA
Carol Baldwin Moody Carol Baldwin Moody's Wilmington Trust Experience August 2010 - August 2011
Job Principal at CAB Moody LLC
Industry Financial Services
Experience
CAB Moody LLC January 2015 - Present
CalPERS September 2011 - January 2015
CalPERS June 2013 - April 2014
Wilmington Trust August 2010 - August 2011
Nationwide Insurance November 2005 - July 2010
Germantown Friends School 2006 - 2010
TIAA-CREF March 2004 - October 2005
Citibank 1988 - 2000
Debevoise & Plimpton 1982 - 1988
Skills
Series 7, Securities, Financial Services, Enterprise Risk..., Financial Risk, Asset Managment, Mutual Funds, Risk Management, Capital Markets, Fixed Income, Investments, FINRA, Asset Management, Sarbanes-Oxley Act, Portfolio Management, Hedge Funds, Corporate Governance, Management, Alternative Investments, Equities, Organizational..., Operational Risk
Education
Columbia Law School 1979 — 1982
JD
University of Pennsylvania - The Wharton School 1975 — 1978
BSE, Finance
CAB Moody LLC January 2015 - Present
CalPERS September 2011 - January 2015
CalPERS June 2013 - April 2014
Wilmington Trust August 2010 - August 2011
Nationwide Insurance November 2005 - July 2010
Germantown Friends School 2006 - 2010
TIAA-CREF March 2004 - October 2005
Citibank 1988 - 2000
Debevoise & Plimpton 1982 - 1988
Skills
Series 7, Securities, Financial Services, Enterprise Risk..., Financial Risk, Asset Managment, Mutual Funds, Risk Management, Capital Markets, Fixed Income, Investments, FINRA, Asset Management, Sarbanes-Oxley Act, Portfolio Management, Hedge Funds, Corporate Governance, Management, Alternative Investments, Equities, Organizational..., Operational Risk
Education
Columbia Law School 1979 — 1982
JD
University of Pennsylvania - The Wharton School 1975 — 1978
BSE, Finance
Liz Kelly Liz Kelly's Wilmington Trust Experience 2010 - 2011
Job Funding and Liquidity Risk Specialist at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York 2012 - Present
Wilmington Trust 2010 - 2011
GMAC Financial Services 2009 - 2009
GMAC ResCap 2008 - 2009
GMAC ResCap 2006 - 2008
MBNA America Bank, NA 1994 - 2006
Skills
Risk Management, Banking, Finance, Equities, Financial Services, Investments, Cash Management, Loans, Funding, Treasury, Securitization, Hedging
Education
Amherst College 1980 — 1984
BA, Economics
Garden City High School 1976 — 1980
Federal Reserve Bank of New York 2012 - Present
Wilmington Trust 2010 - 2011
GMAC Financial Services 2009 - 2009
GMAC ResCap 2008 - 2009
GMAC ResCap 2006 - 2008
MBNA America Bank, NA 1994 - 2006
Skills
Risk Management, Banking, Finance, Equities, Financial Services, Investments, Cash Management, Loans, Funding, Treasury, Securitization, Hedging
Education
Amherst College 1980 — 1984
BA, Economics
Garden City High School 1976 — 1980
Barbara Chelpaty's Wilmington Trust Experience September 2005 - January 2012
Job Vice President, Finance Officer For Global Compliance at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase January 2011 - Present
Wilmington Trust September 2005 - January 2012
Citicorp May 2004 - September 2005
JPMorganChase & Co. (Formerly BankOne Card Services) December 2002 - May 2004
JPMorganChase May 2001 - April 2002
JPMorganChase March 2000 - May 2001
JPMorgan Chase January 1999 - March 2000
JPMorganChase January 1998 - January 1999
JPMorganChase September 1990 - December 1997
Skills
Financial Analysis, Budgets
Education
State University of New York at Binghamton 1982 — 1986
Bachelor of Science, Accounting
JPMorgan Chase August 2013 - Present
JPMorgan Chase January 2011 - Present
Wilmington Trust September 2005 - January 2012
Citicorp May 2004 - September 2005
JPMorganChase & Co. (Formerly BankOne Card Services) December 2002 - May 2004
JPMorganChase May 2001 - April 2002
JPMorganChase March 2000 - May 2001
JPMorgan Chase January 1999 - March 2000
JPMorganChase January 1998 - January 1999
JPMorganChase September 1990 - December 1997
Skills
Financial Analysis, Budgets
Education
State University of New York at Binghamton 1982 — 1986
Bachelor of Science, Accounting
Toni Essner, CTFA Toni Essner, CTFA's Wilmington Trust Experience February 2007 - Present
Job Vice President & Senior Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust February 2007 - Present
Wachovia Bank August 2004 - January 2007
JPMorgan Chase November 1992 - August 2004
US Trust August 1983 - November 1991
Skills
Asset Managment, Trust Services, Wealth Management, Portfolio Management, Mutual Funds, Trust Management, Asset Management, High Net Worth..., Asset Allocation, Estate Planning, Wealth Management..., Investment Advisory, Alternative Investments, Securities, Investment Management
Education
The George Washington University 1977 — 1979
BA
Arcadia University 1975 — 1977
Wilmington Trust February 2007 - Present
Wachovia Bank August 2004 - January 2007
JPMorgan Chase November 1992 - August 2004
US Trust August 1983 - November 1991
Skills
Asset Managment, Trust Services, Wealth Management, Portfolio Management, Mutual Funds, Trust Management, Asset Management, High Net Worth..., Asset Allocation, Estate Planning, Wealth Management..., Investment Advisory, Alternative Investments, Securities, Investment Management
Education
The George Washington University 1977 — 1979
BA
Arcadia University 1975 — 1977
James Smiley James Smiley's Wilmington Trust Experience January 2012 - Present
Job Private Client Fiduciary Advisor
Industry Banking
Experience
Wilmington Trust January 2012 - Present
BIC Foundation April 1999 - May 2010
PNC Bank 1992 - 1999
CCNB Bank 1979 - 1991
Skills
Estate Planning, Investments, Banking, Trusts, Wealth Management, Estate Administration, Asset Allocation, Microsoft Excel, Portfolio Management, Planned Giving, Wealth Management..., Financial Services
Education
Capital College, Pennsylvania State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wilmington Trust January 2012 - Present
BIC Foundation April 1999 - May 2010
PNC Bank 1992 - 1999
CCNB Bank 1979 - 1991
Skills
Estate Planning, Investments, Banking, Trusts, Wealth Management, Estate Administration, Asset Allocation, Microsoft Excel, Portfolio Management, Planned Giving, Wealth Management..., Financial Services
Education
Capital College, Pennsylvania State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gene Pisasale's Wilmington Trust Experience April 1998 - September 2005
Job Author/Lecturer at Gene Pisasale Inc.
Industry Writing and Editing
Experience
Gene Pisasale Inc. November 2010 - Present
Historic Insights 2010 - Present
PNC Bank September 2005 - 2009
Wilmington Trust April 1998 - September 2005
North American Trust 1995 - 1998
Paine Webber Corporation 1986 - 1995
AJB Exploration 1984 - 1986
Exxon Coporation December 1980 - September 1983
Education
Chartered Financial Analyst 1995 — 1997
Chartered Financial Analyst Certification (CFA), Investments/Finance/Portfolio Management
San Diego State University-California State University 1995 — 1997
MBA Finance
Certified Financial Planner 1990 — 1992
Certified Financial Planner Certification (CFP), Investments/Finance/Portfolio Management/Retirement Planning
Bucknell University 1975 — 1978
Bachelor's Degree Geology, Geology/Earth Science, General
The University of Texas at Austin
Master's Degree petroleum geology
Gene Pisasale Inc. November 2010 - Present
Historic Insights 2010 - Present
PNC Bank September 2005 - 2009
Wilmington Trust April 1998 - September 2005
North American Trust 1995 - 1998
Paine Webber Corporation 1986 - 1995
AJB Exploration 1984 - 1986
Exxon Coporation December 1980 - September 1983
Education
Chartered Financial Analyst 1995 — 1997
Chartered Financial Analyst Certification (CFA), Investments/Finance/Portfolio Management
San Diego State University-California State University 1995 — 1997
MBA Finance
Certified Financial Planner 1990 — 1992
Certified Financial Planner Certification (CFP), Investments/Finance/Portfolio Management/Retirement Planning
Bucknell University 1975 — 1978
Bachelor's Degree Geology, Geology/Earth Science, General
The University of Texas at Austin
Master's Degree petroleum geology
Sue Gorman's Wilmington Trust Experience April 2009 - Present
Job Vice President and Portfolio Manager
Industry Investment Management
Experience
Wilmington Trust April 2009 - Present
Citi Performing Arts Center January 2014 - Present
RINET Company LLC July 2004 - February 2009
Ernst & Young June 1998 - July 2004
Skills
Strategic Financial..., Wealth Management, Investments, Asset Allocation, High Net Worth..., Tax, Alternative Investments, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management
Education
Bentley University
BS, Finance, General
Wilmington Trust April 2009 - Present
Citi Performing Arts Center January 2014 - Present
RINET Company LLC July 2004 - February 2009
Ernst & Young June 1998 - July 2004
Skills
Strategic Financial..., Wealth Management, Investments, Asset Allocation, High Net Worth..., Tax, Alternative Investments, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management
Education
Bentley University
BS, Finance, General
Olivier Daviron, CFA Olivier Daviron, CFA's Wilmington Trust Experience August 2007 - June 2009
Job Strategy and Investments
Industry Investment Management
Experience
dmg :: information August 2014 - Present
DR Associates September 2013 - Present
INSEAD July 2012 - Present
Institutional Investor October 2012 - May 2014
Provident Bank June 2009 - September 2011
Wilmington Trust August 2007 - June 2009
Skills
Tactical Asset..., Investment Management, Alternative Investments, Investment Strategies, Investment Advisory, Valuation, Finance, Emerging Markets, Corporate Finance, Investment Banking, Financial Modeling, Hedge Funds, Private Equity, Capital Markets, Investments, Equities, Fixed Income, Strategy, Asset Management, Risk Management
Education
INSEAD 2011 — 2012
MBA
Northwestern University 2003 — 2007
Bachelor's Degree, Economics/Psychology
Choate Rosemary Hall 2000 — 2003
dmg :: information August 2014 - Present
DR Associates September 2013 - Present
INSEAD July 2012 - Present
Institutional Investor October 2012 - May 2014
Provident Bank June 2009 - September 2011
Wilmington Trust August 2007 - June 2009
Skills
Tactical Asset..., Investment Management, Alternative Investments, Investment Strategies, Investment Advisory, Valuation, Finance, Emerging Markets, Corporate Finance, Investment Banking, Financial Modeling, Hedge Funds, Private Equity, Capital Markets, Investments, Equities, Fixed Income, Strategy, Asset Management, Risk Management
Education
INSEAD 2011 — 2012
MBA
Northwestern University 2003 — 2007
Bachelor's Degree, Economics/Psychology
Choate Rosemary Hall 2000 — 2003
Daniel Broderick's Wilmington Trust Experience May 2003 - March 2004
Job Writer | Managing Editor | Digital Content Producer
Industry Writing and Editing
Experience
Freelance March 2014 - Present
Macmillan Education November 2010 - July 2014
Simon & Schuster March 2007 - January 2010
NBC Universal November 2005 - January 2006
Strand Books July 2004 - November 2005
Weiss Creative Group June 2004 - July 2004
Wilmington Trust May 2003 - March 2004
Amazon.com April 1998 - August 1999
Skills
Content Management, Digital Media, E-commerce, HTML, Books, Television, Publicity, Ebooks, Publishing, Copy Editing, Content Strategy, Content Development, Copywriting, Online Publishing, Web Content, Creative Writing, Blogging, Academic Publishing, Publications, QuarkXPress, Magazines, Social Media, Film, Editorial, Editing, Proofreading, Writing, Journalism, Research, Web Content Management, Management, CMS, Customer Service, Freelance Writing, AP Style, Microsoft Word, Content Writing
Education
Bennington College 2000 — 2003
Bachelor's Degree, Liberal Arts
Freelance March 2014 - Present
Macmillan Education November 2010 - July 2014
Simon & Schuster March 2007 - January 2010
NBC Universal November 2005 - January 2006
Strand Books July 2004 - November 2005
Weiss Creative Group June 2004 - July 2004
Wilmington Trust May 2003 - March 2004
Amazon.com April 1998 - August 1999
Skills
Content Management, Digital Media, E-commerce, HTML, Books, Television, Publicity, Ebooks, Publishing, Copy Editing, Content Strategy, Content Development, Copywriting, Online Publishing, Web Content, Creative Writing, Blogging, Academic Publishing, Publications, QuarkXPress, Magazines, Social Media, Film, Editorial, Editing, Proofreading, Writing, Journalism, Research, Web Content Management, Management, CMS, Customer Service, Freelance Writing, AP Style, Microsoft Word, Content Writing
Education
Bennington College 2000 — 2003
Bachelor's Degree, Liberal Arts
Kimberly Jefferson Kimberly Jefferson's Wilmington Trust Experience May 2014 - Present
Job Private Client Associate at Wilmington Trust
Industry Banking
Experience
Wilmington Trust May 2014 - Present
US Air Force Reserve April 2002 - Present
Women's Christian Alliance July 2013 - May 2014
Women's Christian Alliance April 2013 - July 2013
United States Air Force July 2007 - March 2011
Burris Logistics March 2005 - March 2011
Skills
Employee Relations, Employee Benefits, Customer Service, Microsoft Office, Data Entry, Personnel Management, ADP Payroll, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Administrative..., Training, Inventory Management, New Hire Orientations, Policy, FMLA, Conflict Resolution, Access, Leadership Development
Education
Capella University 2007 — 2012
Bachelors of Administration, Business Administration and Human Resource Mgmt, 3.25
Community College of the Air Force 2007 — 2009
Associates, Human Resources Management/Personnel Administration, General
Wilmington Trust May 2014 - Present
US Air Force Reserve April 2002 - Present
Women's Christian Alliance July 2013 - May 2014
Women's Christian Alliance April 2013 - July 2013
United States Air Force July 2007 - March 2011
Burris Logistics March 2005 - March 2011
Skills
Employee Relations, Employee Benefits, Customer Service, Microsoft Office, Data Entry, Personnel Management, ADP Payroll, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Administrative..., Training, Inventory Management, New Hire Orientations, Policy, FMLA, Conflict Resolution, Access, Leadership Development
Education
Capella University 2007 — 2012
Bachelors of Administration, Business Administration and Human Resource Mgmt, 3.25
Community College of the Air Force 2007 — 2009
Associates, Human Resources Management/Personnel Administration, General
Walter J. Dillingham, Jr., CFA Walter J. Dillingham, Jr., CFA's Wilmington Trust Experience August 2010 - Present
Job Managing DirectorEndowments & Foundations at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust August 2010 - Present
Bank of America Merrill Lynch (NYC) June 2004 - September 2010
Fleet Bank June 2000 - May 2004
Babson Capital (Cambridge, MA) May 1999 - June 2000
Standard & Poor's (NYC) June 1993 - May 1999
Standard & Poor's Equity Research (NYC) 1988 - June 1993
XTRA Corporation (Boston) October 1983 - June 1988
Skills
Philanthropy
Education
New York University 2010 — 2015
M.S. Fundraising and Grantmaking, Philanthropy
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1987
M.B.A., Finance
Bates College 1978 — 1982
B.A., Economics
Wilmington Trust August 2010 - Present
Bank of America Merrill Lynch (NYC) June 2004 - September 2010
Fleet Bank June 2000 - May 2004
Babson Capital (Cambridge, MA) May 1999 - June 2000
Standard & Poor's (NYC) June 1993 - May 1999
Standard & Poor's Equity Research (NYC) 1988 - June 1993
XTRA Corporation (Boston) October 1983 - June 1988
Skills
Philanthropy
Education
New York University 2010 — 2015
M.S. Fundraising and Grantmaking, Philanthropy
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1987
M.B.A., Finance
Bates College 1978 — 1982
B.A., Economics
Nella Webster O'Grady Nella Webster O'Grady's Wilmington Trust Experience April 2001 - August 2003
Job Principal at Palo Capital, Inc.
Industry Investment Management
Experience
Palo Capital, Inc 2009 - Present
First Foundation, Inc. July 2008 - August 2009
First American Trust, FSB August 2003 - June 2008
Wilmington Trust April 2001 - August 2003
US Trust August 1993 - April 2001
Security Pacific Bank June 1971 - August 1993
Skills
Wealth Management, Start-ups, Strategic Planning, Public Relations, Philanthropy, Asset Allocation, Estate Planning, Financial Analysis, Investments, Nonprofits, Series 7, Fundraising, Public Speaking, Strategic Financial..., Mergers & Acquisitions, Non-profits, Retirement Planning, Management, Investment Advisory, Leadership Development, Investment Management, Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics 1967 — 1971
B.A., Economics and Business Admin
California State University-Long Beach - College of Business Administration 1972 — 1974
MBA, Marketing and Management
George Washington High 1964 — 1967
Palo Capital, Inc 2009 - Present
First Foundation, Inc. July 2008 - August 2009
First American Trust, FSB August 2003 - June 2008
Wilmington Trust April 2001 - August 2003
US Trust August 1993 - April 2001
Security Pacific Bank June 1971 - August 1993
Skills
Wealth Management, Start-ups, Strategic Planning, Public Relations, Philanthropy, Asset Allocation, Estate Planning, Financial Analysis, Investments, Nonprofits, Series 7, Fundraising, Public Speaking, Strategic Financial..., Mergers & Acquisitions, Non-profits, Retirement Planning, Management, Investment Advisory, Leadership Development, Investment Management, Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics 1967 — 1971
B.A., Economics and Business Admin
California State University-Long Beach - College of Business Administration 1972 — 1974
MBA, Marketing and Management
George Washington High 1964 — 1967
Jeffrey Simpson Jeffrey Simpson's Wilmington Trust Experience April 2004 - October 2008
Job Attorney at Gordon, Fournaris & Mammarella, P.A.
Industry Law Practice
Experience
Gordon, Fournaris & Mammarella, P.A. June 2012 - Present
The Stewart Law Firm February 2009 - June 2012
Wilmington Trust April 2004 - October 2008
Wachovia November 2001 - April 2004
The Stewart Law Firm November 1997 - November 2001
Skills
Captives, Finance, Risk Management, Capital Markets, Corporate Law, Leases, Estate Planning, Insurance, Mergers & Acquisitions, Underwriting, Structured Finance, Litigation, Reinsurance, Professional Liability, Liability, Corporate Governance, Intellectual Property, Licensing, Financial Services, Insurance Law, Investments, Bankruptcy, Trusts, Legal Research, Commercial Litigation, Litigation Management, Product Liability, Securities, Estate Administration, Medical Malpractice, Arbitration, Civil Litigation, Wills, Legal Assistance, Legal Writing, Business Transactions, Dispute Resolution, Estate Tax Planning, Mediation, Joint Ventures, Courts, Business Formation, Appeals, Trade Secrets, Tax Law, Trials, Alternative Dispute..., Powers of Attorney, Elder Law
Education
Villanova University School of Law 1994 — 1997
JD
Brown University 1983 — 1987
AB, English and American Literature
Gordon, Fournaris & Mammarella, P.A. June 2012 - Present
The Stewart Law Firm February 2009 - June 2012
Wilmington Trust April 2004 - October 2008
Wachovia November 2001 - April 2004
The Stewart Law Firm November 1997 - November 2001
Skills
Captives, Finance, Risk Management, Capital Markets, Corporate Law, Leases, Estate Planning, Insurance, Mergers & Acquisitions, Underwriting, Structured Finance, Litigation, Reinsurance, Professional Liability, Liability, Corporate Governance, Intellectual Property, Licensing, Financial Services, Insurance Law, Investments, Bankruptcy, Trusts, Legal Research, Commercial Litigation, Litigation Management, Product Liability, Securities, Estate Administration, Medical Malpractice, Arbitration, Civil Litigation, Wills, Legal Assistance, Legal Writing, Business Transactions, Dispute Resolution, Estate Tax Planning, Mediation, Joint Ventures, Courts, Business Formation, Appeals, Trade Secrets, Tax Law, Trials, Alternative Dispute..., Powers of Attorney, Elder Law
Education
Villanova University School of Law 1994 — 1997
JD
Brown University 1983 — 1987
AB, English and American Literature
Andrea Majewski Andrea Majewski's Wilmington Trust Experience 1988 - 1996
Job Program Coordinator at Osher Lifelong Learning Institute at the University of Delaware
Industry Education Management
Experience
Osher Lifelong Learning Institute at the University of Delaware December 2014 - Present
Delaware Technical & Community College January 2012 - November 2014
Delaware Business, Industry, Education Alliance (BIE) September 2007 - 2011
Delaware Historical Society 1997 - 2007
Delaware Nature Society 1995 - 2003
ComputerTots, Inc. 1996 - 1997
Wilmington Trust 1988 - 1996
Bank of Delaware 1979 - 1988
Skills
Newsletters, Volunteer Management, Access, Public Speaking, Teaching, Tour Management, Educational Programming, Microsoft Office, Curriculum Development, Community Outreach, Editing, Educational Programs, Museum Collections, Museum Education, Proofreading, American History, Press Releases, Grants, Program Management, Program Development, Nonprofits, Higher Education, Grant Writing, Fundraising, Administration, Adult Education, Program Evaluation, Staff Development, Career Counseling, Research, Event Planning, Workshop Facilitation, Resume Writing
Education
Bryn Mawr College 1978 — 1982
Bachelor of Arts, English
St. Mark's High School 1974 — 1978
Osher Lifelong Learning Institute at the University of Delaware December 2014 - Present
Delaware Technical & Community College January 2012 - November 2014
Delaware Business, Industry, Education Alliance (BIE) September 2007 - 2011
Delaware Historical Society 1997 - 2007
Delaware Nature Society 1995 - 2003
ComputerTots, Inc. 1996 - 1997
Wilmington Trust 1988 - 1996
Bank of Delaware 1979 - 1988
Skills
Newsletters, Volunteer Management, Access, Public Speaking, Teaching, Tour Management, Educational Programming, Microsoft Office, Curriculum Development, Community Outreach, Editing, Educational Programs, Museum Collections, Museum Education, Proofreading, American History, Press Releases, Grants, Program Management, Program Development, Nonprofits, Higher Education, Grant Writing, Fundraising, Administration, Adult Education, Program Evaluation, Staff Development, Career Counseling, Research, Event Planning, Workshop Facilitation, Resume Writing
Education
Bryn Mawr College 1978 — 1982
Bachelor of Arts, English
St. Mark's High School 1974 — 1978
Catherine Parsons's Wilmington Trust Experience March 1985 - December 2011
Job Looking for a change of pace outside the IT software world
Industry Arts and Crafts
Experience
Healthy Snacks 4 You August 2012 - October 2014
JPMorgan Chase September 2013 - September 2014
Lender Processing Services, Inc. (LPS) / PCLender November 2011 - April 2012
Wilmington Trust March 1985 - December 2011
Chevy Chase Savings and Loan February 1984 - March 1985
Social Security Administration August 1982 - February 1984
Skills
COBOL, JCL, IMS DB/DC, Disaster Recovery, SDLC, Testing, Integration, Systems Analysis, Analysis, Mainframe, Business Analysis, SharePoint, Software Documentation, Program Management, Visio
Education
Asbury University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
Healthy Snacks 4 You August 2012 - October 2014
JPMorgan Chase September 2013 - September 2014
Lender Processing Services, Inc. (LPS) / PCLender November 2011 - April 2012
Wilmington Trust March 1985 - December 2011
Chevy Chase Savings and Loan February 1984 - March 1985
Social Security Administration August 1982 - February 1984
Skills
COBOL, JCL, IMS DB/DC, Disaster Recovery, SDLC, Testing, Integration, Systems Analysis, Analysis, Mainframe, Business Analysis, SharePoint, Software Documentation, Program Management, Visio
Education
Asbury University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
YOVANNA ROSENTHAL YOVANNA ROSENTHAL's Wilmington Trust Experience August 2007 - May 2012
Job Financial Services
Industry Financial Services
Experience
Wilmington Trust August 2007 - May 2012
Vanguard January 2007 - June 2007
Skills
Administrative..., Public Administration, Executive Support, Government, Data Entry, Office Administration, Office Management, Policy, Microsoft Excel, Microsoft Office, Records Management, Customer Service, PowerPoint, Research, Mutual Funds, Financial Reporting, Invoicing, Investment Banking, Quality Assurance, Private Equity, Qualified Retirement..., Auditing, Internal Audit
Education
Arizona State University 2002 — 2007
Bachelor's degree, Interdisciplinary Studies
Wilmington Trust August 2007 - May 2012
Vanguard January 2007 - June 2007
Skills
Administrative..., Public Administration, Executive Support, Government, Data Entry, Office Administration, Office Management, Policy, Microsoft Excel, Microsoft Office, Records Management, Customer Service, PowerPoint, Research, Mutual Funds, Financial Reporting, Invoicing, Investment Banking, Quality Assurance, Private Equity, Qualified Retirement..., Auditing, Internal Audit
Education
Arizona State University 2002 — 2007
Bachelor's degree, Interdisciplinary Studies
David Kloth David Kloth's Wilmington Trust Experience 1994 - 2001
Job OwnerPartner at First Colony Asset Management, LLC
Industry Investment Management
Experience
First Colony Asset Management, LLC 2010 - Present
Fifth Third Bank July 2004 - July 2010
First Charter Bank 2004 - 2008
First Charter Bank 2004 - 2005
Bank of America 2003 - 2004
Wilmington Trust 1994 - 2001
Security Pacific Bank 1986 - 1989
Skills
Private Banking, Investments, Wealth Management, Asset Managment, Investment Management, Financial Services, Portfolio Management, Strategic Financial...
Education
Yale University - Yale School of Management 1988 — 1988
Executive Management, Management & Leadership
California State University, Fresno 1968 — 1970
BS Bus Admin, Business, Marketing & Management
First Colony Asset Management, LLC 2010 - Present
Fifth Third Bank July 2004 - July 2010
First Charter Bank 2004 - 2008
First Charter Bank 2004 - 2005
Bank of America 2003 - 2004
Wilmington Trust 1994 - 2001
Security Pacific Bank 1986 - 1989
Skills
Private Banking, Investments, Wealth Management, Asset Managment, Investment Management, Financial Services, Portfolio Management, Strategic Financial...
Education
Yale University - Yale School of Management 1988 — 1988
Executive Management, Management & Leadership
California State University, Fresno 1968 — 1970
BS Bus Admin, Business, Marketing & Management
Diana Hornsby Diana Hornsby's Wilmington Trust Experience August 2004 - Present
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2004 - Present
Mellon Financial Corporation May 2002 - August 2004
National Planning Corporation April 2001 - May 2002
Mellon/First Business Bank October 2000 - April 2001
US Bank formerly Santa Monica Bank January 2000 - October 2000
US Bank formerly Santa Monica Bank October 1996 - January 2000
Security Pacific Bank / Bank of America 1987 - 1988
Skills
Wealth Management, Securities, Mutual Funds, Financial Services, Investments
Education
Completed Canon Trust School
California State University-Long Beach
Business/Accounting
Wilmington Trust August 2004 - Present
Mellon Financial Corporation May 2002 - August 2004
National Planning Corporation April 2001 - May 2002
Mellon/First Business Bank October 2000 - April 2001
US Bank formerly Santa Monica Bank January 2000 - October 2000
US Bank formerly Santa Monica Bank October 1996 - January 2000
Security Pacific Bank / Bank of America 1987 - 1988
Skills
Wealth Management, Securities, Mutual Funds, Financial Services, Investments
Education
Completed Canon Trust School
California State University-Long Beach
Business/Accounting
Miguel Zakharia's Wilmington Trust Experience August 2007 - August 2011
Job Software Engineer
Industry Information Technology and Services
Experience
Apex Development Group December 2013 - Present
First State .Net User Group January 2013 - Present
Cedar Shamrock March 2012 - Present
Corporation Service Company August 2011 - December 2013
Wilmington Trust August 2007 - August 2011
Computer Aid, Inc. October 2006 - August 2007
Wilmington Trust May 2005 - October 2006
Brandywine Asset Management August 2003 - May 2005
The News Journal March 2000 - August 2003
Skills
Web Services, .NET, ASP.NET, SOA, Microsoft SQL Server, Web Development, C#, Databases, Mobile Applications, Agile Methodologies, WCF, JavaScript, Integration, SQL, VB.NET, AJAX, MVC, Architecture, Design Patterns, Enterprise Software, EF, Business Analysis, SaaS, HTML
Education
University of Delaware 2000 — 2002
BS, Computer Info Science
American University of Beirut
Apex Development Group December 2013 - Present
First State .Net User Group January 2013 - Present
Cedar Shamrock March 2012 - Present
Corporation Service Company August 2011 - December 2013
Wilmington Trust August 2007 - August 2011
Computer Aid, Inc. October 2006 - August 2007
Wilmington Trust May 2005 - October 2006
Brandywine Asset Management August 2003 - May 2005
The News Journal March 2000 - August 2003
Skills
Web Services, .NET, ASP.NET, SOA, Microsoft SQL Server, Web Development, C#, Databases, Mobile Applications, Agile Methodologies, WCF, JavaScript, Integration, SQL, VB.NET, AJAX, MVC, Architecture, Design Patterns, Enterprise Software, EF, Business Analysis, SaaS, HTML
Education
University of Delaware 2000 — 2002
BS, Computer Info Science
American University of Beirut
William Amzallag's Wilmington Trust Experience July 2013 - December 2013
Job Wall Street Senior Consultant
Industry Financial Services
Experience
Wilmington Trust July 2013 - December 2013
BNY Mellon January 2011 - June 2012
JP Morgan Chase January 2005 - November 2010
Deutsche Bank Securities January 2003 - January 2007
Skills
ABS, Asset Management, Fixed Income, Loans, Account Reconciliation, Trading, Investments, Derivatives, MBS, Equities, Mergers & Acquisitions, Customer Satisfaction, Securities, Risk Management, Banking, Capital Markets, Financial Modeling, Microsoft Excel, Strategic Planning, Asset Managment, Valuation, Financial Services, Wealth Management, Prime Brokerage, Portfolio Management, Management, Mutual Funds, Jewelry, Investment Banking, Financial Analysis, Credit Risk, Financial Risk, Swaps
Education
City University of New York 1976 — 1980
BA, Finance & Economics
Wilmington Trust July 2013 - December 2013
BNY Mellon January 2011 - June 2012
JP Morgan Chase January 2005 - November 2010
Deutsche Bank Securities January 2003 - January 2007
Skills
ABS, Asset Management, Fixed Income, Loans, Account Reconciliation, Trading, Investments, Derivatives, MBS, Equities, Mergers & Acquisitions, Customer Satisfaction, Securities, Risk Management, Banking, Capital Markets, Financial Modeling, Microsoft Excel, Strategic Planning, Asset Managment, Valuation, Financial Services, Wealth Management, Prime Brokerage, Portfolio Management, Management, Mutual Funds, Jewelry, Investment Banking, Financial Analysis, Credit Risk, Financial Risk, Swaps
Education
City University of New York 1976 — 1980
BA, Finance & Economics
Ted Molin Ted Molin's Wilmington Trust Experience January 2011 - Present
Job Vice President at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust January 2011 - Present
Ambac Assurance Corporation May 2010 - January 2011
RangeMark Financial Services January 2010 - May 2010
RangeMark Financial Services September 2009 - January 2010
Ambac Assurance Corporation February 1990 - September 2009
Hawkins, Delafield & Wood 1981 - 1990
Skills
Capital Markets, Fixed Income, Credit, Securities, Bonds, Structured Finance, Securitization, Portfolio Management, Asset Managment, Hedge Funds, Financial Structuring, Asset Management, Structured Products, Derivatives, Investment Banking, ABS, Alternative Investments
Education
University of Virginia Law School 1978 — 1981
JD, Law
Amherst College 1974 — 1978
BA, American Studies
Wilmington Trust January 2011 - Present
Ambac Assurance Corporation May 2010 - January 2011
RangeMark Financial Services January 2010 - May 2010
RangeMark Financial Services September 2009 - January 2010
Ambac Assurance Corporation February 1990 - September 2009
Hawkins, Delafield & Wood 1981 - 1990
Skills
Capital Markets, Fixed Income, Credit, Securities, Bonds, Structured Finance, Securitization, Portfolio Management, Asset Managment, Hedge Funds, Financial Structuring, Asset Management, Structured Products, Derivatives, Investment Banking, ABS, Alternative Investments
Education
University of Virginia Law School 1978 — 1981
JD, Law
Amherst College 1974 — 1978
BA, American Studies
Rachael Main's Wilmington Trust Experience July 2015 - Present
Job Loan Administrator, Securities Processor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2015 - Present
Army National Guard October 2011 - Present
Minneapolis Club August 2012 - May 2014
University of St. Thomas August 2007 - September 2010
Skills
Customer Service, Fitness, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Research, Outlook, English, Windows, Strategic Planning, Photoshop, Wellness, HTML, Editing, Nutrition, Healthcare, Social Media Marketing, Project Management, Public Relations, Copywriting, Copy Editing, Personal Training, Health Club Management, Adobe Creative Suite, Leadership, Marketing, Event Planning, Management, Training, Leadership Development, Event Management, Team Building, Time Management, Problem Solving, Social Networking, Fundraising
Education
Augsburg College 2014 — 2016
Financial Masters of Business Administration (M.B.A.), Masters of Business Administration, 3.5
University of Saint Thomas 2006 — 2010
Bachelor's degree, Journalism/Mass Communication with a concentration in Advertisement and Minor in English
Wilmington Trust July 2015 - Present
Army National Guard October 2011 - Present
Minneapolis Club August 2012 - May 2014
University of St. Thomas August 2007 - September 2010
Skills
Customer Service, Fitness, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Research, Outlook, English, Windows, Strategic Planning, Photoshop, Wellness, HTML, Editing, Nutrition, Healthcare, Social Media Marketing, Project Management, Public Relations, Copywriting, Copy Editing, Personal Training, Health Club Management, Adobe Creative Suite, Leadership, Marketing, Event Planning, Management, Training, Leadership Development, Event Management, Team Building, Time Management, Problem Solving, Social Networking, Fundraising
Education
Augsburg College 2014 — 2016
Financial Masters of Business Administration (M.B.A.), Masters of Business Administration, 3.5
University of Saint Thomas 2006 — 2010
Bachelor's degree, Journalism/Mass Communication with a concentration in Advertisement and Minor in English
Stephen Davenport, CFA Stephen Davenport, CFA's Wilmington Trust Experience May 2005 - April 2014
Job Equity Derivatives Specialist and Risk Manager, Advisor for Ultra High Net Worth clients
Industry Investment Management
Experience
SunTrust Bank May 2014 - Present
Wilmington Trust May 2005 - April 2014
Bank of America August 2001 - July 2004
State Street 1993 - 2001
Pollak 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Derivatives, Bloomberg, Risk Management, Capital Markets, Investment Management, Financial Risk, Investment Advisory, Options, Financial Services, Private Equity, Asset Management, Strategic Financial..., Securities, Bonds, Finance, Wealth Management..., Financial Modeling, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS
Columbia University in the City of New York
BS
Providence College
BS
SunTrust Bank May 2014 - Present
Wilmington Trust May 2005 - April 2014
Bank of America August 2001 - July 2004
State Street 1993 - 2001
Pollak 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Derivatives, Bloomberg, Risk Management, Capital Markets, Investment Management, Financial Risk, Investment Advisory, Options, Financial Services, Private Equity, Asset Management, Strategic Financial..., Securities, Bonds, Finance, Wealth Management..., Financial Modeling, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS
Columbia University in the City of New York
BS
Providence College
BS
Andrew Jayson Andrew Jayson's Wilmington Trust Experience 2015 - Present
Job Private Banking Administration
Industry Banking
Experience
Wilmington Trust 2015 - Present
II-VI Incorporated June 2014 - October 2014
Waldron Private Wealth August 2009 - August 2013
Morgan Stanley May 2007 - August 2007
Skills
Writing, People Skills, Investment Management, Portfolio Management, Electronic Trading, Finance, Asset Allocation, Financial Advisory, Corporate Finance, Microsoft Excel, Management, Investments, Trading, Financial Modeling, Market Research, Data Analysis, Financial Analysis, Analysis, Due Diligence, Financial Planning, Financial Risk, Investment Strategies, Economics, Mutual Funds
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Duquesne University 2006 — 2009
Bachelor of Science (BSBA), Finance and Accountng, GPA: 3.7
Sewickley Academy 1991 — 2005
High School
Wilmington Trust 2015 - Present
II-VI Incorporated June 2014 - October 2014
Waldron Private Wealth August 2009 - August 2013
Morgan Stanley May 2007 - August 2007
Skills
Writing, People Skills, Investment Management, Portfolio Management, Electronic Trading, Finance, Asset Allocation, Financial Advisory, Corporate Finance, Microsoft Excel, Management, Investments, Trading, Financial Modeling, Market Research, Data Analysis, Financial Analysis, Analysis, Due Diligence, Financial Planning, Financial Risk, Investment Strategies, Economics, Mutual Funds
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Duquesne University 2006 — 2009
Bachelor of Science (BSBA), Finance and Accountng, GPA: 3.7
Sewickley Academy 1991 — 2005
High School
Andrew Nielson Andrew Nielson's Wilmington Trust Experience February 2008 - August 2011
Job Director of Operations at FUSION OF IDEAS
Industry Motion Pictures and Film
Experience
FUSION OF IDEAS September 2013 - Present
Chef Robért Motion Picture & Television Catering August 2011 - September 2013
Wilmington Trust February 2008 - August 2011
Salon Management Team (ddsalon.com) June 2005 - February 2008
Van Komen & Company, CPA September 2003 - June 2005
Northrop Grumman Corporation May 2004 - August 2004
Skills
Accounting, Budgets, Portfolio Management, Business Development, Financial Reporting, Financial Analysis, Auditing, Forecasting, Small Business, Microsoft Excel, Strategic Planning, Project Management, QuickBooks, Facilities Management, Fleet Management, Tax Returns, Operations Management, Spanish, Sales Tax
Education
Brigham Young University
B.S., Accounting
El Dorado
FUSION OF IDEAS September 2013 - Present
Chef Robért Motion Picture & Television Catering August 2011 - September 2013
Wilmington Trust February 2008 - August 2011
Salon Management Team (ddsalon.com) June 2005 - February 2008
Van Komen & Company, CPA September 2003 - June 2005
Northrop Grumman Corporation May 2004 - August 2004
Skills
Accounting, Budgets, Portfolio Management, Business Development, Financial Reporting, Financial Analysis, Auditing, Forecasting, Small Business, Microsoft Excel, Strategic Planning, Project Management, QuickBooks, Facilities Management, Fleet Management, Tax Returns, Operations Management, Spanish, Sales Tax
Education
Brigham Young University
B.S., Accounting
El Dorado
Pam Kollar Pam Kollar's Wilmington Trust Experience January 1991 - Present
Job Trust Officer at M&T Bank
Industry Banking
Experience
Wilmington Trust January 1991 - Present
Skills
Portfolio Management, Banking, Wealth Management, Credit, Loans, Mortgage Lending, Commercial Banking
Education
Broome Community College 2003 — 2007
Associate's degree, Business Administration and Management, General
Wilmington Trust January 1991 - Present
Skills
Portfolio Management, Banking, Wealth Management, Credit, Loans, Mortgage Lending, Commercial Banking
Education
Broome Community College 2003 — 2007
Associate's degree, Business Administration and Management, General
Kristy N. Britsch Kristy N. Britsch's Wilmington Trust Experience July 2015 - Present
Job Vice President of ESOP Services at Wilmington Trust, N.A.
Industry Financial Services
Experience
Wilmington Trust July 2015 - Present
Skills
ERISA, Health Insurance, COBRA, ESOP, Legal Assistance, Employee Benefits, Qualified Retirement..., Health Law, Defined Benefit, Executive Pay, Profit Sharing, Health Care Reform, HIPAA, Affordable Care Act
Education
Capital University Law School 2001 — 2004
J.D., Law
The Ohio State University 1996 — 2001
Bachelor of Arts, History
Wilmington Trust July 2015 - Present
Skills
ERISA, Health Insurance, COBRA, ESOP, Legal Assistance, Employee Benefits, Qualified Retirement..., Health Law, Defined Benefit, Executive Pay, Profit Sharing, Health Care Reform, HIPAA, Affordable Care Act
Education
Capital University Law School 2001 — 2004
J.D., Law
The Ohio State University 1996 — 2001
Bachelor of Arts, History
Kent Wissinger's Wilmington Trust Experience January 2012 - Present
Job Corporate communications manager with expertise in strategic communications, crisis management, and media relations.
Industry Public Relations and Communications
Experience
Wilmington Trust January 2012 - Present
M&T Bank November 2007 - January 2012
Harrisburg Symphony Orchestra August 2006 - November 2007
Pennsylvania Legislature March 2003 - July 2006
Pennsylvania Department of Revenue July 2002 - March 2003
U.S. House of Representatives February 2000 - July 2002
Fidelity Color July 1998 - February 2000
Skills
Corporate Communications, Strategic Communications, Crisis Communications, Public Relations, Media Relations, Spokesperson, Press Releases, Marketing Communications, Web Content Management, Social Media, SEO, Internal Communications, Marketing, Social Media Marketing, Newsletters, Communications Planning, Crisis Management, Reputation Management, Brand Management, Communication Training, Event Management, Message Development, Speech Writing, Website Development
Education
American University 2002 — 2005
Master of Arts (M.A.), Strategic Communication
Millersville University of Pennsylvania 1994 — 1997
Bachelor of Science (B.S.), Public Relations
Wilmington Trust January 2012 - Present
M&T Bank November 2007 - January 2012
Harrisburg Symphony Orchestra August 2006 - November 2007
Pennsylvania Legislature March 2003 - July 2006
Pennsylvania Department of Revenue July 2002 - March 2003
U.S. House of Representatives February 2000 - July 2002
Fidelity Color July 1998 - February 2000
Skills
Corporate Communications, Strategic Communications, Crisis Communications, Public Relations, Media Relations, Spokesperson, Press Releases, Marketing Communications, Web Content Management, Social Media, SEO, Internal Communications, Marketing, Social Media Marketing, Newsletters, Communications Planning, Crisis Management, Reputation Management, Brand Management, Communication Training, Event Management, Message Development, Speech Writing, Website Development
Education
American University 2002 — 2005
Master of Arts (M.A.), Strategic Communication
Millersville University of Pennsylvania 1994 — 1997
Bachelor of Science (B.S.), Public Relations
Joyce (Shuoqi) Li, CFA Joyce (Shuoqi) Li, CFA's Wilmington Trust Experience May 2006 - January 2007
Job International Equity Portfolio Manager / Analyst
Industry Investment Management
Experience
Marvin & Palmer Associates, Inc July 2009 - Present
MPA Capital, an affiliate of Marvin & Palmer Associates with seed capital from Tiger Management April 2013 - Present
Marvin & Palmer Associates, Inc. January 2007 - June 2009
Wilmington Trust May 2006 - January 2007
Skills
Equities, Investments, Portfolio Management, Equity Research, Hedge Funds, Emerging Markets, Investment Management, Financial Modeling, Strategy, Asset Allocation, Valuation, Alternative Investments, Institutional..., Due Diligence, Equity Valuation, Risk Management, Asia Pacific, Long/Short Equity, Japanese market, Public Speaking
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Executive MBA, Palmer Scholar (top 5% of class)
University of Virginia 2001 — 2003
Master's, Computer Science, GPA 3.9/4.0
Beijing University of Posts and Telecommunications 1996 — 2000
BE, Computer Science and Communications
Marvin & Palmer Associates, Inc July 2009 - Present
MPA Capital, an affiliate of Marvin & Palmer Associates with seed capital from Tiger Management April 2013 - Present
Marvin & Palmer Associates, Inc. January 2007 - June 2009
Wilmington Trust May 2006 - January 2007
Skills
Equities, Investments, Portfolio Management, Equity Research, Hedge Funds, Emerging Markets, Investment Management, Financial Modeling, Strategy, Asset Allocation, Valuation, Alternative Investments, Institutional..., Due Diligence, Equity Valuation, Risk Management, Asia Pacific, Long/Short Equity, Japanese market, Public Speaking
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Executive MBA, Palmer Scholar (top 5% of class)
University of Virginia 2001 — 2003
Master's, Computer Science, GPA 3.9/4.0
Beijing University of Posts and Telecommunications 1996 — 2000
BE, Computer Science and Communications
Rob Ramos, ACI Rob Ramos, ACI's Wilmington Trust Experience October 2005 - October 2007
Job Senior Account Manager at USA Risk Group
Industry Insurance
Experience
USA Risk Group November 2007 - Present
Wilmington Trust October 2005 - October 2007
Smith Bell & Thompson October 2003 - October 2005
Kittell Branagan & Sargent August 2001 - May 2003
Skills
Microsoft Excel, PowerPoint, Eagle TM Software (NAIC..., QuickBooks, Accounting, Captive Insurance, Captives, Financial Reporting, Insurance, Microsoft Office, Microsoft Word, Auditing, Financial Accounting, Property & Casualty..., Risk Management, Reinsurance, Professional Liability
Education
Champlain College 1997 — 2001
Bachelor of Science (B.S.), Accounting
USA Risk Group November 2007 - Present
Wilmington Trust October 2005 - October 2007
Smith Bell & Thompson October 2003 - October 2005
Kittell Branagan & Sargent August 2001 - May 2003
Skills
Microsoft Excel, PowerPoint, Eagle TM Software (NAIC..., QuickBooks, Accounting, Captive Insurance, Captives, Financial Reporting, Insurance, Microsoft Office, Microsoft Word, Auditing, Financial Accounting, Property & Casualty..., Risk Management, Reinsurance, Professional Liability
Education
Champlain College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Taylor Durland Taylor Durland's Wilmington Trust Experience July 2014 - Present
Job Wealth Strategist at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2014 - Present
M&T Bank July 2013 - June 2014
University of Richmond April 2012 - May 2013
Allianz Global Assistance June 2012 - August 2012
Skills
Marketing Strategy, International Business, Strategic Planning, Market Research, Strategic Partnerships, Brand Development, Data Analysis, Marketing, Research, PowerPoint, Marketing Research, Public Speaking, Marketing Communications, Microsoft Excel, Microsoft Office, Product Development, Entrepreneurship, Email Marketing, Digital Marketing, E-commerce, Social Media
Education
University of Richmond 2009 — 2013
BSBA, International Business & Marketing
The University of Queensland 2011 — 2011
International Business
Charles University in Prague 2010 — 2010
Czech Language and Literature
Wilmington Trust July 2014 - Present
M&T Bank July 2013 - June 2014
University of Richmond April 2012 - May 2013
Allianz Global Assistance June 2012 - August 2012
Skills
Marketing Strategy, International Business, Strategic Planning, Market Research, Strategic Partnerships, Brand Development, Data Analysis, Marketing, Research, PowerPoint, Marketing Research, Public Speaking, Marketing Communications, Microsoft Excel, Microsoft Office, Product Development, Entrepreneurship, Email Marketing, Digital Marketing, E-commerce, Social Media
Education
University of Richmond 2009 — 2013
BSBA, International Business & Marketing
The University of Queensland 2011 — 2011
International Business
Charles University in Prague 2010 — 2010
Czech Language and Literature
Craig H Allen, CFP®, CTFA's Wilmington Trust Experience August 2013 - Present
Job Assistant Vice President; Wilmington Trust N. A.
Industry Financial Services
Experience
Wilmington Trust August 2013 - Present
U.S. Trust Bank of America Private Wealth Management May 2012 - August 2013
U.S. Trust June 2008 - May 2012
Bank of America May 2007 - August 2007
Skills
Wealth Management..., Trust Services, Trust Management, Wealth Management, High Net Worth..., Wealth, Financial Services, Investment Advisory, Private Banking
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (M.B.A.), Investment Management
Campbell University 2004 — 2008
BBA, Major: Trust and Investment Management, Minor: Financial Planning, 3.9
Wilmington Trust August 2013 - Present
U.S. Trust Bank of America Private Wealth Management May 2012 - August 2013
U.S. Trust June 2008 - May 2012
Bank of America May 2007 - August 2007
Skills
Wealth Management..., Trust Services, Trust Management, Wealth Management, High Net Worth..., Wealth, Financial Services, Investment Advisory, Private Banking
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (M.B.A.), Investment Management
Campbell University 2004 — 2008
BBA, Major: Trust and Investment Management, Minor: Financial Planning, 3.9
Mark Stevenson, CFA Mark Stevenson, CFA's Wilmington Trust Experience February 1990 - Present
Job VP Senior Investment Advisor, Wilmington Trust Investment Advisors
Industry Investment Management
Experience
Wilmington Trust February 1990 - Present
Halfmoon Township Board of Supervisors September 2008 - Present
Keystone Financial 1992 - 2000
United States General Accounting Office, National Security & International Affairs Division September 1988 - January 1990
United States Drug Enforcement Administation (DEA) April 1984 - August 1988
Skills
Portfolio Management, Asset Allocation, Finance, Strategy, Retirement Planning, Accounting, Investments, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Alternative Investments, Government, Politics, Data Analysis, Program Evaluation, Leading Meetings, Equities, Loans, Fixed Income, Financial Analysis, New Business Development, Sales, Credit, Underwriting, Credit Analysis, Hedge Funds, Valuation, Real Estate, Negotiation, Banking, Series 7, Securities
Education
Penn State University 1979 — 1983
Bachelor of Arts, Prelaw
American University 1986 — 1989
Master of Arts, International Economics & U.S. Foeign Policy
Wilmington Trust February 1990 - Present
Halfmoon Township Board of Supervisors September 2008 - Present
Keystone Financial 1992 - 2000
United States General Accounting Office, National Security & International Affairs Division September 1988 - January 1990
United States Drug Enforcement Administation (DEA) April 1984 - August 1988
Skills
Portfolio Management, Asset Allocation, Finance, Strategy, Retirement Planning, Accounting, Investments, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Alternative Investments, Government, Politics, Data Analysis, Program Evaluation, Leading Meetings, Equities, Loans, Fixed Income, Financial Analysis, New Business Development, Sales, Credit, Underwriting, Credit Analysis, Hedge Funds, Valuation, Real Estate, Negotiation, Banking, Series 7, Securities
Education
Penn State University 1979 — 1983
Bachelor of Arts, Prelaw
American University 1986 — 1989
Master of Arts, International Economics & U.S. Foeign Policy
Jim Gould Jim Gould's Wilmington Trust Experience March 2007 - April 2011
Job Executive Vice President & CLO at Beneficial Bank
Industry Banking
Experience
Beneficial Bank April 2011 - Present
Wilmington Trust March 2007 - April 2011
Skills
Commercial Lending, Credit, Banking, Credit Risk, Commercial Banking, Loans, Small Business Lending, Due Diligence, Risk Management, Real Estate, Mergers & Acquisitions, Asset Based Lending, Strategic Financial..., Asset Management, Private Banking, Credit Analysis, Management, Commercial Mortgages, Cash Management, Portfolio Management
Education
Arkansas State University 1965 — 1969
BS, Business and Economics
Beneficial Bank April 2011 - Present
Wilmington Trust March 2007 - April 2011
Skills
Commercial Lending, Credit, Banking, Credit Risk, Commercial Banking, Loans, Small Business Lending, Due Diligence, Risk Management, Real Estate, Mergers & Acquisitions, Asset Based Lending, Strategic Financial..., Asset Management, Private Banking, Credit Analysis, Management, Commercial Mortgages, Cash Management, Portfolio Management
Education
Arkansas State University 1965 — 1969
BS, Business and Economics
Jennifer B. Wills Jennifer B. Wills's Wilmington Trust Experience 2001 - 2006
Job Associate Corporate Counsel at Paradysz
Industry Marketing and Advertising
Experience
Paradysz October 2010 - Present
PM Digital 2010 - Present
Yogorino San Francisco January 2011 - 2013
Wells Fargo 2006 - 2009
Wilmington Trust 2001 - 2006
Citi 1996 - 2001
Skills
Wealth Management, Direct Marketing, Asset Management, Strategic Planning, Business Development, New Business Development, Private Equity, Small Business, Analytics, E-commerce, Negotiation, Digital Marketing, Online Advertising, Strategic Partnerships, CRM, Customer Acquisition, SEM, Management, Email Marketing
Education
Villanova Law School 1992 — 1995
Doctor of Law (J.D.), Law
Boston University 1989 — 1992
Bachelor's degree, Political Science and Government
Paradysz October 2010 - Present
PM Digital 2010 - Present
Yogorino San Francisco January 2011 - 2013
Wells Fargo 2006 - 2009
Wilmington Trust 2001 - 2006
Citi 1996 - 2001
Skills
Wealth Management, Direct Marketing, Asset Management, Strategic Planning, Business Development, New Business Development, Private Equity, Small Business, Analytics, E-commerce, Negotiation, Digital Marketing, Online Advertising, Strategic Partnerships, CRM, Customer Acquisition, SEM, Management, Email Marketing
Education
Villanova Law School 1992 — 1995
Doctor of Law (J.D.), Law
Boston University 1989 — 1992
Bachelor's degree, Political Science and Government
Vito Iacovazzi's Wilmington Trust Experience September 2013 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2013 - Present
Wells Fargo July 1997 - September 2013
Skills
Private Equity, Mergers, Due Diligence, Restructuring, Capital Markets, Valuation, Corporate Finance, Securities, Financial Modeling, Investments, Business Valuation, Investment Banking, Financial Structuring, Asset Managment, Financial Analysis, Portfolio Management, Corporate Governance, Banking, Divestitures, Asset Management, Business Development, Loans, Mergers & Acquisitions, Debt Restructuring, Hedge Funds, Alternative Investments, Leveraged Finance, Fixed Income, Structured Finance, Credit, Bonds, Risk Management, Bankruptcy, Equities
Education
University of Hartford 1983 — 1985
Masters, Taxation
Central Connecticut State University 1977 — 1981
Bachelor of Science (BS), Marketing
Wilmington Trust September 2013 - Present
Wells Fargo July 1997 - September 2013
Skills
Private Equity, Mergers, Due Diligence, Restructuring, Capital Markets, Valuation, Corporate Finance, Securities, Financial Modeling, Investments, Business Valuation, Investment Banking, Financial Structuring, Asset Managment, Financial Analysis, Portfolio Management, Corporate Governance, Banking, Divestitures, Asset Management, Business Development, Loans, Mergers & Acquisitions, Debt Restructuring, Hedge Funds, Alternative Investments, Leveraged Finance, Fixed Income, Structured Finance, Credit, Bonds, Risk Management, Bankruptcy, Equities
Education
University of Hartford 1983 — 1985
Masters, Taxation
Central Connecticut State University 1977 — 1981
Bachelor of Science (BS), Marketing
Brian Metke's Wilmington Trust Experience January 2008 - September 2011
Job Senior Compliance Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2012 - Present
PacWest Financial Mgt. September 2011 - August 2012
Wilmington Trust January 2008 - September 2011
U.S. Army Reserve July 2001 - August 2009
Wells Fargo Bank/Investments September 2006 - January 2008
Skills
Work well independently..., Excellent..., Excellent skills in..., Skilled in..., PC literate with...
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice and Criminology
Arizona State University 2007 — 2011
Bachelor of Science (B.S.) Criminal Justice and Criminology, Criminal Justice and Criminology
U.S. Bank September 2012 - Present
PacWest Financial Mgt. September 2011 - August 2012
Wilmington Trust January 2008 - September 2011
U.S. Army Reserve July 2001 - August 2009
Wells Fargo Bank/Investments September 2006 - January 2008
Skills
Work well independently..., Excellent..., Excellent skills in..., Skilled in..., PC literate with...
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice and Criminology
Arizona State University 2007 — 2011
Bachelor of Science (B.S.) Criminal Justice and Criminology, Criminal Justice and Criminology
Kelly Gaitens Kelly Gaitens's Wilmington Trust Experience May 2009 - Present
Job Vice President/Managing Director of Client Service Wilmington Trust, N.A.
Industry Banking
Experience
Wilmington Trust May 2009 - Present
Rackemann, Sawyer & Brewster January 2004 - April 2009
Gadsby Hannah LLP 2001 - 2004
Skills
Financial Services, Estate Planning, Financial Planning, Wealth Management
Education
Suffolk University - Sawyer Business School 2001 — 2007
MBA/MST
Carnegie Mellon University 1993 — 1997
Wilmington Trust May 2009 - Present
Rackemann, Sawyer & Brewster January 2004 - April 2009
Gadsby Hannah LLP 2001 - 2004
Skills
Financial Services, Estate Planning, Financial Planning, Wealth Management
Education
Suffolk University - Sawyer Business School 2001 — 2007
MBA/MST
Carnegie Mellon University 1993 — 1997
Nancy Gray Nancy Gray's Wilmington Trust Experience October 1995 - April 2015
Job Vice President at Matrix Financial Solutions
Industry Banking
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust October 1995 - April 2015
BellSouth Corporation June 1980 - March 1995
Skills
CRSP Designation, Retirement, Retirement Planning, Mergers & Acquisitions, Leadership, Employee Benefits, 401k, Deferred Compensation, Series 7, CRM, Pensions, Training, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Executive Pay, Project Management
Education
Northwestern on behalf of ABA 2000 — 2003
CRSP, Retirement Services
Auburn University 1977 — 1982
BA, Journalism
Huffman 1974 — 1977
Matrix Financial Solutions April 2015 - Present
Wilmington Trust October 1995 - April 2015
BellSouth Corporation June 1980 - March 1995
Skills
CRSP Designation, Retirement, Retirement Planning, Mergers & Acquisitions, Leadership, Employee Benefits, 401k, Deferred Compensation, Series 7, CRM, Pensions, Training, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Executive Pay, Project Management
Education
Northwestern on behalf of ABA 2000 — 2003
CRSP, Retirement Services
Auburn University 1977 — 1982
BA, Journalism
Huffman 1974 — 1977
Julia O'Donnell Julia O'Donnell's Wilmington Trust Experience August 2015 - Present
Job Vice President Private Banking at Wilmington Trust
Industry Banking
Experience
Wilmington Trust August 2015 - Present
Young Leaders Board for Salvation Army December 2010 - Present
M&T Securities February 2010 - Present
M&T Bank January 2012 - July 2015
MACNY October 2010 - June 2014
M&T Bank November 2008 - December 2011
LDACNY September 2008 - January 2011
HSBC Bank USA September 2006 - November 2008
Automatic Data Processing May 2004 - August 2006
Skills
Business, Cash Management, Financial Analysis, Small Business, New Business Development, Portfolio Management, Real Estate, Leadership, Commercial Real Estate, Entrepreneurship, Business Development, Interviews, Management, Selling, Start-ups, Finance, Banking, Payroll, Credit, Analysis, Commercial Lending, Strategic Planning, Loans, Investments, Financial Accounting, Sales, Insurance, Sales Operations, Tax, Strategic Financial..., Budgets, Training, Networking, Commercial Banking, Treasury Management, Access, Accounting, Underwriting, Credit Analysis, Marketing, Retail, Financial Statements, Financial Reporting, Small Business Lending, Integrated Marketing, Financial Services, Executive Management, Cold Calling, Asset Management, Risk Management
Education
Jefferson-Lewis BOCES New Vision Health Careers program 2001 — 2001
Bryant & Stratton College
Syracuse University - Martin J. Whitman School of Management
Syracuse University - Martin J. Whitman School of Management
University of Phoenix
B.A.
Wilmington Trust August 2015 - Present
Young Leaders Board for Salvation Army December 2010 - Present
M&T Securities February 2010 - Present
M&T Bank January 2012 - July 2015
MACNY October 2010 - June 2014
M&T Bank November 2008 - December 2011
LDACNY September 2008 - January 2011
HSBC Bank USA September 2006 - November 2008
Automatic Data Processing May 2004 - August 2006
Skills
Business, Cash Management, Financial Analysis, Small Business, New Business Development, Portfolio Management, Real Estate, Leadership, Commercial Real Estate, Entrepreneurship, Business Development, Interviews, Management, Selling, Start-ups, Finance, Banking, Payroll, Credit, Analysis, Commercial Lending, Strategic Planning, Loans, Investments, Financial Accounting, Sales, Insurance, Sales Operations, Tax, Strategic Financial..., Budgets, Training, Networking, Commercial Banking, Treasury Management, Access, Accounting, Underwriting, Credit Analysis, Marketing, Retail, Financial Statements, Financial Reporting, Small Business Lending, Integrated Marketing, Financial Services, Executive Management, Cold Calling, Asset Management, Risk Management
Education
Jefferson-Lewis BOCES New Vision Health Careers program 2001 — 2001
Bryant & Stratton College
Syracuse University - Martin J. Whitman School of Management
Syracuse University - Martin J. Whitman School of Management
University of Phoenix
B.A.
Gene Pisasale, CFA, CFP Gene Pisasale, CFA, CFP's Wilmington Trust Experience April 1998 - September 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
Daniel Keane Daniel Keane's Wilmington Trust Experience May 2011 - January 2014
Job VP, Wealth Management Advisor & Trust Officer at Kish Bank
Industry Banking
Experience
Kish Bank January 2014 - Present
Wilmington Trust May 2011 - January 2014
M&T Bank September 2004 - January 2014
Skills
Trusts, Wealth Management, Trust Management, Estate Planning, Estate Administration, Intergenerational..., Inheritance Tax Planning, Wealth Preservation..., Asset Protection, Personal Trust..., Estate Tax Planning, Multi-generational..., Wealth Transfer, Trust Services, Charitable Trusts, Trustee, Fiduciary, Fiduciary Services, Wealth Accumulation, Wealth Preservation, Retirement Planning, Wealth Management..., Portfolio Management, Asset Allocation, Special Needs Trusts, Investments, Fiduciary Management, Risk Management, Investment Management, Asset Management, Banking, Financial Risk, IRAs, Self Directed IRA, Roth IRA, Traditional IRA, Financial Services, Irrevocable Life..., Life Insurance
Education
Clarion University of Pennsylvania 1972 — 1975
Marketing and Finance
Kish Bank January 2014 - Present
Wilmington Trust May 2011 - January 2014
M&T Bank September 2004 - January 2014
Skills
Trusts, Wealth Management, Trust Management, Estate Planning, Estate Administration, Intergenerational..., Inheritance Tax Planning, Wealth Preservation..., Asset Protection, Personal Trust..., Estate Tax Planning, Multi-generational..., Wealth Transfer, Trust Services, Charitable Trusts, Trustee, Fiduciary, Fiduciary Services, Wealth Accumulation, Wealth Preservation, Retirement Planning, Wealth Management..., Portfolio Management, Asset Allocation, Special Needs Trusts, Investments, Fiduciary Management, Risk Management, Investment Management, Asset Management, Banking, Financial Risk, IRAs, Self Directed IRA, Roth IRA, Traditional IRA, Financial Services, Irrevocable Life..., Life Insurance
Education
Clarion University of Pennsylvania 1972 — 1975
Marketing and Finance
J. Hunter Lahey, CFA J. Hunter Lahey, CFA's Wilmington Trust Experience 2004 - Present
Job Portfolio Manager, Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2004 - Present
Skills
Portfolio Management, Strategic Planning, Investments, Asset Allocation, Equities, Hedge Funds, Asset Management, Alternative Investments, MLPs, Master Limited...
Education
American University - Kogod School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Economics
HKIS
Wilmington Trust 2004 - Present
Skills
Portfolio Management, Strategic Planning, Investments, Asset Allocation, Equities, Hedge Funds, Asset Management, Alternative Investments, MLPs, Master Limited...
Education
American University - Kogod School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Economics
HKIS
Gajinder Sasson Gajinder Sasson's Wilmington Trust Experience September 2008 - January 2011
Job Executive Director Global Technology at JPMorgan Private Bank
Industry Financial Services
Experience
J.P.Morgan Private Bank February 2011 - Present
Wilmington Trust September 2008 - January 2011
Wilmington Trust January 2004 - August 2008
Wilmington Trust September 2001 - January 2004
Wilmington Trust January 2000 - September 2001
e-Wonders.com August 1998 - August 1999
AIESEC August 1994 - March 1998
Skills
Web Analytics, Digital Marketing, User Interface Design, Competitive Analysis, Cross-functional Team..., Product Management, Online Marketing, User Experience, Business Analysis, SEO, Analytics, Management, Program Management, Vendor Management, E-commerce, Digital Strategy, Business Transformation, E-business, Project Management, Mobile Devices, Integration, Solution Architecture, Web Application Design, Mobile Web Design, Interaction Design, Portfolio Management, Project Delivery, Solution Delivery, Technology Solutions..., Forecasting, Resource Management, Resource Allocation, IT Project & Program..., Agile & Waterfall..., Information Security..., Web Applications, Product Development, Strategic Roadmaps, Technology Roadmapping, Distributed Development, Offshore Software..., Website Development, Managing Technical..., Global Delivery, Global Strategy, Financial Services, Risk Management, Marketing, Mobile Applications
Education
Furman University 2007 — 2010
Professional Certificate
University of Delaware 1999 — 2001
MBA
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA
Osmania University 1994 — 1997
Bachelor of Science
Alliance Francaise 1994 — 1995
Diplome Superieure
Nizam College
Bachelor of Science (B.Sc.)
Secunderabad
J.P.Morgan Private Bank February 2011 - Present
Wilmington Trust September 2008 - January 2011
Wilmington Trust January 2004 - August 2008
Wilmington Trust September 2001 - January 2004
Wilmington Trust January 2000 - September 2001
e-Wonders.com August 1998 - August 1999
AIESEC August 1994 - March 1998
Skills
Web Analytics, Digital Marketing, User Interface Design, Competitive Analysis, Cross-functional Team..., Product Management, Online Marketing, User Experience, Business Analysis, SEO, Analytics, Management, Program Management, Vendor Management, E-commerce, Digital Strategy, Business Transformation, E-business, Project Management, Mobile Devices, Integration, Solution Architecture, Web Application Design, Mobile Web Design, Interaction Design, Portfolio Management, Project Delivery, Solution Delivery, Technology Solutions..., Forecasting, Resource Management, Resource Allocation, IT Project & Program..., Agile & Waterfall..., Information Security..., Web Applications, Product Development, Strategic Roadmaps, Technology Roadmapping, Distributed Development, Offshore Software..., Website Development, Managing Technical..., Global Delivery, Global Strategy, Financial Services, Risk Management, Marketing, Mobile Applications
Education
Furman University 2007 — 2010
Professional Certificate
University of Delaware 1999 — 2001
MBA
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA
Osmania University 1994 — 1997
Bachelor of Science
Alliance Francaise 1994 — 1995
Diplome Superieure
Nizam College
Bachelor of Science (B.Sc.)
Secunderabad
Jennifer (Taylor) Ellsworth Jennifer (Taylor) Ellsworth's Wilmington Trust Experience February 1999 - April 2002
Job Universal Teller
Industry Banking
Experience
American Chartered Bank March 2014 - Present
Beneficial Bank September 2012 - January 2014
Tompkins Mahopac Bank July 2010 - July 2012
Hudson Valley Federal Credit Union January 2010 - July 2010
Citadel Federal Credit Union November 2004 - December 2009
First National Bank of Chester County May 2002 - November 2004
Roxbourgh Manyunk Bank April 2001 - May 2002
Wilmington Trust February 1999 - April 2002
Skills
Retail Banking, Customer Service, Consumer Lending, Notary Public, Deposits, Cross Selling, Small Business Lending, Credit, Mortgage Lending, Cash Management, Call Centers, Customer Satisfaction, Customer Experience, Commercial Banking, Relationship Management
Education
Bucks County Community College
Downingtown high school
Downingtown high school
Downingtown high school
American Chartered Bank March 2014 - Present
Beneficial Bank September 2012 - January 2014
Tompkins Mahopac Bank July 2010 - July 2012
Hudson Valley Federal Credit Union January 2010 - July 2010
Citadel Federal Credit Union November 2004 - December 2009
First National Bank of Chester County May 2002 - November 2004
Roxbourgh Manyunk Bank April 2001 - May 2002
Wilmington Trust February 1999 - April 2002
Skills
Retail Banking, Customer Service, Consumer Lending, Notary Public, Deposits, Cross Selling, Small Business Lending, Credit, Mortgage Lending, Cash Management, Call Centers, Customer Satisfaction, Customer Experience, Commercial Banking, Relationship Management
Education
Bucks County Community College
Downingtown high school
Downingtown high school
Downingtown high school
Michael Winiarz's Wilmington Trust Experience February 2000 - June 2006
Job Senior Technology Professional Specializing in BI
Industry Hospital & Health Care
Experience
Christiana Care Health System September 2009 - Present
Access Group June 2006 - August 2010
Wilmington Trust February 2000 - June 2006
Wynn Technology Group, Inc March 1998 - September 2001
First USA 1997 - 1998
MBNA September 1993 - March 1997
JP Morgan October 1987 - October 1989
F. Schumacher October 1987 - September 1988
Arthur Anderson June 1986 - October 1987
Skills
Microstrategy, Netezza, Data Modeling, ETL, Business Intelligence, Microsoft SQL Server, SSRS, SSIS, Data Warehousing, Databases, Business Analysis, T-SQL, Oracle, DB2, Analysis Services, Data Analysis, SDLC, OLAP, Cognos, Integration, Access, Stored Procedures, Business Requirements, Requirements Analysis, Data Migration, Performance Tuning, Visual Basic, Testing, Analysis, Project Management, Visio, Sybase, Erwin, Software Development, Web Applications, HTML, SQL, Database Design, MicroStrategy Reporting, Dimensional Modeling, Dashboard, Data Integration, Requirements Gathering, Systems Analysis, Relational Databases, User Acceptance Testing, Healthcare Information...
Education
Neumann University 2008 — 2015
MA, Pastoral Care and Counseling
Delaware Technical 1993 — 2000
N/A, Programming
Albright College 1982 — 1986
BS, Computer Science / Business Administration
Christiana Care Health System September 2009 - Present
Access Group June 2006 - August 2010
Wilmington Trust February 2000 - June 2006
Wynn Technology Group, Inc March 1998 - September 2001
First USA 1997 - 1998
MBNA September 1993 - March 1997
JP Morgan October 1987 - October 1989
F. Schumacher October 1987 - September 1988
Arthur Anderson June 1986 - October 1987
Skills
Microstrategy, Netezza, Data Modeling, ETL, Business Intelligence, Microsoft SQL Server, SSRS, SSIS, Data Warehousing, Databases, Business Analysis, T-SQL, Oracle, DB2, Analysis Services, Data Analysis, SDLC, OLAP, Cognos, Integration, Access, Stored Procedures, Business Requirements, Requirements Analysis, Data Migration, Performance Tuning, Visual Basic, Testing, Analysis, Project Management, Visio, Sybase, Erwin, Software Development, Web Applications, HTML, SQL, Database Design, MicroStrategy Reporting, Dimensional Modeling, Dashboard, Data Integration, Requirements Gathering, Systems Analysis, Relational Databases, User Acceptance Testing, Healthcare Information...
Education
Neumann University 2008 — 2015
MA, Pastoral Care and Counseling
Delaware Technical 1993 — 2000
N/A, Programming
Albright College 1982 — 1986
BS, Computer Science / Business Administration
Swaminathan Venkataramani's Wilmington Trust Experience September 2010 - July 2014
Job Senior Software Engineer at Stanford Hospital & Clinics
Industry Computer Software
Experience
Stanford Hospital & Clinics July 2014 - Present
20 Questions August 2010 - Present
Wilmington Trust September 2010 - July 2014
Yammer, Inc. April 2010 - September 2010
Agnition Enterprises June 2008 - August 2010
Wilmington Trust June 2009 - April 2010
State of Arizona June 2008 - June 2009
Sogeti USA May 2005 - June 2008
Mentor Graphics September 2004 - May 2005
J. D. Edwards 2001 - 2001
Skills
C#, JavaScript, Web Services, XML, Microsoft SQL Server, ASP.NET, Java, .NET, Enterprise Architecture, Mobile Applications, WCF, REST
Education
Arizona State University 2002 — 2004
M. S., Computer Science
Arizona State University 1998 — 2002
B. S., Computer Science
The University of Southern Mississippi 1997 — 1997
B. S., Computer Science
St. Andrew's International High School 1990 — 1997
GCE 'A' Levels, Physics, Chemistry, Mathematics
St. John's English School 1982 — 1997
Stanford Hospital & Clinics July 2014 - Present
20 Questions August 2010 - Present
Wilmington Trust September 2010 - July 2014
Yammer, Inc. April 2010 - September 2010
Agnition Enterprises June 2008 - August 2010
Wilmington Trust June 2009 - April 2010
State of Arizona June 2008 - June 2009
Sogeti USA May 2005 - June 2008
Mentor Graphics September 2004 - May 2005
J. D. Edwards 2001 - 2001
Skills
C#, JavaScript, Web Services, XML, Microsoft SQL Server, ASP.NET, Java, .NET, Enterprise Architecture, Mobile Applications, WCF, REST
Education
Arizona State University 2002 — 2004
M. S., Computer Science
Arizona State University 1998 — 2002
B. S., Computer Science
The University of Southern Mississippi 1997 — 1997
B. S., Computer Science
St. Andrew's International High School 1990 — 1997
GCE 'A' Levels, Physics, Chemistry, Mathematics
St. John's English School 1982 — 1997
Geoff Goehler's Wilmington Trust Experience August 2003 - July 2004
Job SMS Administrator at Lockheed Martin (FullTime Employee)
Industry Information Technology and Services
Experience
Lockheed Martin January 2010 - Present
Lockheed Martin June 2008 - January 2010
Charming Shoppes October 2006 - May 2008
Commerce Bank NA August 2004 - October 2006
Wilmington Trust August 2003 - July 2004
GlaxoSmithKline May 2003 - September 2003
Centocor September 2002 - April 2003
Merck August 2000 - September 2002
Skills
XP, Installshield Admin..., VMware, System Deployment, SCCM, Software Installation, Active Directory, Software Documentation, Wise Installer, Troubleshooting
Education
Bloomsburg University of Pennsylvania 1987 — 1992
Bachelors of Arts, English Literature
Lockheed Martin January 2010 - Present
Lockheed Martin June 2008 - January 2010
Charming Shoppes October 2006 - May 2008
Commerce Bank NA August 2004 - October 2006
Wilmington Trust August 2003 - July 2004
GlaxoSmithKline May 2003 - September 2003
Centocor September 2002 - April 2003
Merck August 2000 - September 2002
Skills
XP, Installshield Admin..., VMware, System Deployment, SCCM, Software Installation, Active Directory, Software Documentation, Wise Installer, Troubleshooting
Education
Bloomsburg University of Pennsylvania 1987 — 1992
Bachelors of Arts, English Literature
Jolene Perry's Wilmington Trust Experience October 2009 - Present
Job
Industry Information Technology and Services
Experience
Wilmington Trust October 2009 - Present
Wilmington Trust Bank May 2007 - Present
NWCT 2007 - 2008
Kulicke & Soffa, Inc. June 2000 - 2007
Ernst & Young May 1999 - June 2000
Education
American University
Valparaiso University
BA
Wilmington Trust October 2009 - Present
Wilmington Trust Bank May 2007 - Present
NWCT 2007 - 2008
Kulicke & Soffa, Inc. June 2000 - 2007
Ernst & Young May 1999 - June 2000
Education
American University
Valparaiso University
BA
Allison Roy's Wilmington Trust Experience January 2013 - September 2015
Job Private Client Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2013 - September 2015
Wilmington Trust September 1997 - January 2013
Dai Ichi Life Investment Management April 1995 - August 1997
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Asset Allocation, Financial Services
Education
Baylor University 1991 — 1994
Bachelor’s Degree
Wilmington Trust January 2013 - September 2015
Wilmington Trust September 1997 - January 2013
Dai Ichi Life Investment Management April 1995 - August 1997
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Asset Allocation, Financial Services
Education
Baylor University 1991 — 1994
Bachelor’s Degree
Eric Paul's Wilmington Trust Experience October 2011 - Present
Job Managing Director, Investment Product & Platform Management
Industry Investment Management
Experience
Wilmington Trust October 2011 - Present
M&T Bank May 2003 - October 2011
Bank of America May 2002 - August 2002
JP Morgan April 2000 - August 2001
Deutsche Bank August 1998 - April 2000
Skills
Strategy, Product Development, Product Management, Mutual Funds, Financial Modeling, Thought Leadership, Investment Strategies, Separately Managed..., Product Marketing, Competitive Analysis, Unified Managed Accounts, Profitable Growth, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Leadership Development
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance, Accounting
Brigham Young University 1992 — 1998
Bachelor of Arts, American Studies, Russian, Business Management
Wilmington Trust October 2011 - Present
M&T Bank May 2003 - October 2011
Bank of America May 2002 - August 2002
JP Morgan April 2000 - August 2001
Deutsche Bank August 1998 - April 2000
Skills
Strategy, Product Development, Product Management, Mutual Funds, Financial Modeling, Thought Leadership, Investment Strategies, Separately Managed..., Product Marketing, Competitive Analysis, Unified Managed Accounts, Profitable Growth, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Leadership Development
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance, Accounting
Brigham Young University 1992 — 1998
Bachelor of Arts, American Studies, Russian, Business Management
Erich Buschmann's Wilmington Trust Experience June 2008 - November 2013
Job BackOffice Consultant at CSSI
Industry Financial Services
Experience
CSSI.ORG December 2013 - Present
Wilmington Trust June 2008 - November 2013
Wilmington Trust July 2007 - June 2008
Volunteers of America September 2005 - December 2006
Volunteers of America July 2003 - September 2005
Volunteers of America October 2001 - July 2003
Education
Stevens Henager College 2006 — 2012
MBA
Bowdoin College 1997 — 2001
CSSI.ORG December 2013 - Present
Wilmington Trust June 2008 - November 2013
Wilmington Trust July 2007 - June 2008
Volunteers of America September 2005 - December 2006
Volunteers of America July 2003 - September 2005
Volunteers of America October 2001 - July 2003
Education
Stevens Henager College 2006 — 2012
MBA
Bowdoin College 1997 — 2001
Christopher S. Guardino's Wilmington Trust Experience December 2014 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust December 2014 - Present
J.P. Morgan July 2011 - December 2014
U.S. Trust September 2004 - July 2011
Counsel to the Public Administrator of Kings County September 2001 - September 2004
Education
Brooklyn Law School 1998 — 2001
State University of New York College at Oswego 1993 — 1997
B.A., History
Wilmington Trust December 2014 - Present
J.P. Morgan July 2011 - December 2014
U.S. Trust September 2004 - July 2011
Counsel to the Public Administrator of Kings County September 2001 - September 2004
Education
Brooklyn Law School 1998 — 2001
State University of New York College at Oswego 1993 — 1997
B.A., History
April Whitehead's Wilmington Trust Experience December 2006 - April 2011
Job Manager, Talent Development at ERT
Industry Human Resources
Experience
ERT April 2011 - Present
Wilmington Trust December 2006 - April 2011
Munich Re America January 2005 - December 2006
BISYS Group Inc August 1999 - January 2005
CoreStates/First Union 1994 - 1999
Skills
Change Management, Organizational..., Event Planning, Succession Planning, Leadership Development, Talent Management, Employee Relations, Talent Development, Executive Coaching, HR Strategy, Strategic Planning, Organizational..., Vendor Management, Leadership, Personnel Management, Human Resources, Executive Management, Recruiting, Training, Employee Training, Coaching, Program Management, Strategy, Onboarding, Team Building, Staff Development, Management, Career Development, Organizational Design, Employee Benefits, Employee Engagement, Instructional Design, Talent Acquisition
Education
Drexel University 2015 — 2018
Master of Business Administration (MBA)
Chestnut Hill College
B.S., Business Communications
ERT April 2011 - Present
Wilmington Trust December 2006 - April 2011
Munich Re America January 2005 - December 2006
BISYS Group Inc August 1999 - January 2005
CoreStates/First Union 1994 - 1999
Skills
Change Management, Organizational..., Event Planning, Succession Planning, Leadership Development, Talent Management, Employee Relations, Talent Development, Executive Coaching, HR Strategy, Strategic Planning, Organizational..., Vendor Management, Leadership, Personnel Management, Human Resources, Executive Management, Recruiting, Training, Employee Training, Coaching, Program Management, Strategy, Onboarding, Team Building, Staff Development, Management, Career Development, Organizational Design, Employee Benefits, Employee Engagement, Instructional Design, Talent Acquisition
Education
Drexel University 2015 — 2018
Master of Business Administration (MBA)
Chestnut Hill College
B.S., Business Communications
Anthony Massaro's Wilmington Trust Experience January 2008 - May 2008
Job AppV 5 Consultant
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Societe Generale July 2014 - April 2015
TD Ameritrade September 2012 - July 2014
JPMorganChase November 2010 - August 2012
Putnam Investments June 2008 - November 2010
Wilmington Trust January 2008 - May 2008
Commerce Bank April 2007 - November 2007
Gulfstream Aerospace February 2007 - April 2007
JPMorgan Chase August 2002 - September 2006
MISI Company August 2002 - September 2006
Skills
Virtualization, VMware ESX, Wise Installer, Project Management, SCCM, VBScript, VMware, System Deployment, Active Directory, Application Packaging, Orca, Citrix, Software Packaging, Windows Server, Scripting, Windows 7, App-V, Troubleshooting, XP, Disaster Recovery, IIS, Microsoft Exchange, MSI, IT Strategy, System Administration, Servers, Operating Systems, VDI, Data Center, Group Policy, Citrix Metaframe, DNS, Incident Management, IT Management, Microsoft SQL Server, ITIL, Enterprise Architecture, InstallShield, Networking, TCP/IP, SharePoint, Quality Assurance, Infrastructure, Technical Support, Visio, Powershell, Application..., Microsoft Technologies, IT Operations, Software Installation
Education
City University of New York-College of Staten Island 1996 — 1997
None, Computer Science
New Utrecht High School 1992 — 1996
Sports Medicine Graduate, Sports Medicine
JPMorgan Chase & Co. May 2015 - Present
Societe Generale July 2014 - April 2015
TD Ameritrade September 2012 - July 2014
JPMorganChase November 2010 - August 2012
Putnam Investments June 2008 - November 2010
Wilmington Trust January 2008 - May 2008
Commerce Bank April 2007 - November 2007
Gulfstream Aerospace February 2007 - April 2007
JPMorgan Chase August 2002 - September 2006
MISI Company August 2002 - September 2006
Skills
Virtualization, VMware ESX, Wise Installer, Project Management, SCCM, VBScript, VMware, System Deployment, Active Directory, Application Packaging, Orca, Citrix, Software Packaging, Windows Server, Scripting, Windows 7, App-V, Troubleshooting, XP, Disaster Recovery, IIS, Microsoft Exchange, MSI, IT Strategy, System Administration, Servers, Operating Systems, VDI, Data Center, Group Policy, Citrix Metaframe, DNS, Incident Management, IT Management, Microsoft SQL Server, ITIL, Enterprise Architecture, InstallShield, Networking, TCP/IP, SharePoint, Quality Assurance, Infrastructure, Technical Support, Visio, Powershell, Application..., Microsoft Technologies, IT Operations, Software Installation
Education
City University of New York-College of Staten Island 1996 — 1997
None, Computer Science
New Utrecht High School 1992 — 1996
Sports Medicine Graduate, Sports Medicine
Rex Macey's Wilmington Trust Experience August 2004 - November 2008
Job Head of Investment Risk
Industry Financial Services
Experience
Wilmington Trust Investment Advisors 2004 - Present
Wilmington Trust August 2004 - November 2008
KPMG LLP 2001 - 2004
Financeware 1999 - 2000
Mobius Group 1989 - 1993
Skills
Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Investment Management, Investments, Entrepreneurship, Portfolio Management, Fixed Income, Analytics, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Investment Strategies, Series 63, Equities, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Master of Business Administration (MBA)
Choate Rosemary Hall 1976 — 1978
Vanderbilt University
Vanderbilt University
Vanderbilt University
Wilmington Trust Investment Advisors 2004 - Present
Wilmington Trust August 2004 - November 2008
KPMG LLP 2001 - 2004
Financeware 1999 - 2000
Mobius Group 1989 - 1993
Skills
Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Investment Management, Investments, Entrepreneurship, Portfolio Management, Fixed Income, Analytics, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Investment Strategies, Series 63, Equities, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Master of Business Administration (MBA)
Choate Rosemary Hall 1976 — 1978
Vanderbilt University
Vanderbilt University
Vanderbilt University
Lincoln Bischoff's Wilmington Trust Experience June 2011 - March 2012
Job Sr. Manager Strategy at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Business Consulting, Fidelity Investments March 2012 - March 2014
Wilmington Trust June 2011 - March 2012
T. Rowe Price June 2010 - September 2010
Fidelity Investments September 2007 - August 2009
Fidelity Investments May 2006 - September 2007
New Day Financial May 2005 - May 2006
Skills
Cross-functional Team..., Leadership, Financial Modeling, Competitive Analysis, Investments, Valuation, Project Management, Management Consulting, Training, Sales, Strategy, Portfolio Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics, Accounting, Strategic Management
Brigham Young University 1999 — 2005
B.S., Finance
Charles Schwab February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Business Consulting, Fidelity Investments March 2012 - March 2014
Wilmington Trust June 2011 - March 2012
T. Rowe Price June 2010 - September 2010
Fidelity Investments September 2007 - August 2009
Fidelity Investments May 2006 - September 2007
New Day Financial May 2005 - May 2006
Skills
Cross-functional Team..., Leadership, Financial Modeling, Competitive Analysis, Investments, Valuation, Project Management, Management Consulting, Training, Sales, Strategy, Portfolio Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics, Accounting, Strategic Management
Brigham Young University 1999 — 2005
B.S., Finance
Renee Kuhl's Wilmington Trust Experience October 2008 - Present
Job at Wilmington Trust
Industry Banking
Experience
Wilmington Trust October 2008 - Present
Wells Fargo Bank, N.A. February 2008 - October 2008
Wells Fargo Bank, N.A. April 2005 - February 2008
Kaufer Law Firm, LLC August 2003 - January 2005
Skills
Securities
Education
Hamline University School of Law 2001 — 2004
JD
Azusa Pacific University 1997 — 2001
BA, Political Science & History
Wilmington Trust October 2008 - Present
Wells Fargo Bank, N.A. February 2008 - October 2008
Wells Fargo Bank, N.A. April 2005 - February 2008
Kaufer Law Firm, LLC August 2003 - January 2005
Skills
Securities
Education
Hamline University School of Law 2001 — 2004
JD
Azusa Pacific University 1997 — 2001
BA, Political Science & History
Muthuraman Panneerselvam's Wilmington Trust Experience 2007 - 2010
Job Cigna
Industry Information Technology and Services
Experience
Cigna 2011 - 2013
Kenexa Technologies January 2011 - September 2011
Wilmington Trust 2007 - 2010
Skills
SDLC, Enterprise Architecture, Vendor Management, Software Project..., Requirements Analysis, Agile Methodologies, Visio, SOA, Microsoft SQL Server, Business Requirements
Education
Bharathidasan University 1992 — 1998
Cigna 2011 - 2013
Kenexa Technologies January 2011 - September 2011
Wilmington Trust 2007 - 2010
Skills
SDLC, Enterprise Architecture, Vendor Management, Software Project..., Requirements Analysis, Agile Methodologies, Visio, SOA, Microsoft SQL Server, Business Requirements
Education
Bharathidasan University 1992 — 1998
Khalid Gharib's Wilmington Trust Experience 2007 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Wilmington Trust 2007 - Present
Wilmington Trust 2007 - Present
GannettLocal 2013 - 2013
Arizona Department of Education 2007 - 2007
USA Digital Solutions 2004 - 2006
Best Western International 2001 - 2002
Avanade 2000 - 2001
Scottsdale Insurance Company 1996 - 1998
Anderson Consulting 1994 - 1995
American Express 1991 - 1992
Skills
VB.NET, SOA, C#, SQL Server, Visual Basic, ASP.NET AJAX, ASP.NET MVC, Architectural Patterns, .NET, XSLT, SSIS, SSRS, SSAS, MDX, DevExpress, NHibernate, MVC Architecture, T-SQL, Visual Studio, TFS, SourceGear Vault, Continu, TDD, Enterprise Architecture, Application Architecture, XML, Analysis Services, IIS, Architecture, ASP, Databases, WCF, WF, SQL, Microsoft SQL Server, ASP.NET, jQuery, Web Services, Software Development, SDLC, Web Applications, JavaScript, Agile Methodologies, SharePoint, Test Driven Development, ADO.NET, MVC, Scrum, Silverlight, Database Design
Education
University of Phoenix 1998 — 2000
Master of Business Administration (MBA), Technology Management
Arizona State University 1986 — 1992
Bachelor of Science (BS), electrical and computer engineering
Wilmington Trust 2007 - Present
Wilmington Trust 2007 - Present
GannettLocal 2013 - 2013
Arizona Department of Education 2007 - 2007
USA Digital Solutions 2004 - 2006
Best Western International 2001 - 2002
Avanade 2000 - 2001
Scottsdale Insurance Company 1996 - 1998
Anderson Consulting 1994 - 1995
American Express 1991 - 1992
Skills
VB.NET, SOA, C#, SQL Server, Visual Basic, ASP.NET AJAX, ASP.NET MVC, Architectural Patterns, .NET, XSLT, SSIS, SSRS, SSAS, MDX, DevExpress, NHibernate, MVC Architecture, T-SQL, Visual Studio, TFS, SourceGear Vault, Continu, TDD, Enterprise Architecture, Application Architecture, XML, Analysis Services, IIS, Architecture, ASP, Databases, WCF, WF, SQL, Microsoft SQL Server, ASP.NET, jQuery, Web Services, Software Development, SDLC, Web Applications, JavaScript, Agile Methodologies, SharePoint, Test Driven Development, ADO.NET, MVC, Scrum, Silverlight, Database Design
Education
University of Phoenix 1998 — 2000
Master of Business Administration (MBA), Technology Management
Arizona State University 1986 — 1992
Bachelor of Science (BS), electrical and computer engineering
Guadalupe Nieto's Wilmington Trust Experience December 2011 - Present
Job Software Development Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust December 2011 - Present
Wilmington Trust August 2010 - January 2012
Apollo Group December 2009 - August 2010
Ryncorp, LLC. July 2009 - November 2009
Altep, Inc. March 2008 - April 2009
DATAMARK, INC. March 2004 - March 2008
Tylenx September 2000 - March 2001
Adobe Systems June 1996 - June 2000
Skills
C#, SQL, ASP.NET, ASP.NET MVC, Visual C++, Solution Architecture, Embedded Software
Education
California State University Stanislaus 1985 — 1988
B.S., Computer Science
San Jose City College
Wilmington Trust December 2011 - Present
Wilmington Trust August 2010 - January 2012
Apollo Group December 2009 - August 2010
Ryncorp, LLC. July 2009 - November 2009
Altep, Inc. March 2008 - April 2009
DATAMARK, INC. March 2004 - March 2008
Tylenx September 2000 - March 2001
Adobe Systems June 1996 - June 2000
Skills
C#, SQL, ASP.NET, ASP.NET MVC, Visual C++, Solution Architecture, Embedded Software
Education
California State University Stanislaus 1985 — 1988
B.S., Computer Science
San Jose City College
Allison Kerwin's Wilmington Trust Experience January 2009 - March 2011
Job Commercial Real Estate Team Leader & Relationship Manager at M & T Bank
Industry Banking
Experience
M&T Bank October 2014 - Present
M&T Bank January 2014 - Present
M&T Bank February 2005 - March 2013
Wilmington Trust January 2009 - March 2011
Wilmington Trust Comapny January 2006 - January 2009
Wilmington Trust February 2005 - January 2006
Skills
Portfolio Management, Banking, Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Commercial Banking, Credit Risk, Underwriting, Relationship Management, Finance, Financial Services, Mortgage Lending, Risk Management
Education
Wilmington University 2008 — 2009
Master of Business Administration (MBA), Finance, General
Alfred University 2000 — 2004
M&T Bank October 2014 - Present
M&T Bank January 2014 - Present
M&T Bank February 2005 - March 2013
Wilmington Trust January 2009 - March 2011
Wilmington Trust Comapny January 2006 - January 2009
Wilmington Trust February 2005 - January 2006
Skills
Portfolio Management, Banking, Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Commercial Banking, Credit Risk, Underwriting, Relationship Management, Finance, Financial Services, Mortgage Lending, Risk Management
Education
Wilmington University 2008 — 2009
Master of Business Administration (MBA), Finance, General
Alfred University 2000 — 2004
Nancy Flannery's Wilmington Trust Experience August 2008 - March 2011
Job Senior Product Manager at FIS
Industry Banking
Experience
FIS Global May 2014 - Present
FIS Global January 2013 - May 2014
FIS Global March 2011 - January 2013
Wilmington Trust August 2008 - March 2011
National Penn Bank October 2005 - August 2008
National Penn Bank July 2003 - October 2005
USDA-NRCS November 2001 - February 2003
The Vanguard Group July 1998 - April 2001
Skills
AML, Process Improvement, Business Analysis
Education
Cabrini College 2001 — 2005
BA, Organizational Management
FIS Global May 2014 - Present
FIS Global January 2013 - May 2014
FIS Global March 2011 - January 2013
Wilmington Trust August 2008 - March 2011
National Penn Bank October 2005 - August 2008
National Penn Bank July 2003 - October 2005
USDA-NRCS November 2001 - February 2003
The Vanguard Group July 1998 - April 2001
Skills
AML, Process Improvement, Business Analysis
Education
Cabrini College 2001 — 2005
BA, Organizational Management
Christine Cardona's Wilmington Trust Experience May 2001 - January 2011
Job Technical Project Manager at BlackRock
Industry Banking
Petra Kettler-Rhein's Wilmington Trust Experience 2007 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Wilmington Trust 2007 - Present
HSBC Asset Management May 1997 - December 2005
Deutsche Morgan Grenfell 1984 - 1995
Bayerische Landesbank 1978 - 1984
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Wilmington Trust 2007 - Present
HSBC Asset Management May 1997 - December 2005
Deutsche Morgan Grenfell 1984 - 1995
Bayerische Landesbank 1978 - 1984
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Stephen Commisso's Wilmington Trust Experience November 2008 - January 2012
Job Senior Software Developer at GoDaddy.com
Industry Computer Software
Experience
GoDaddy.com January 2012 - Present
Agnition Enterprises June 2008 - July 2013
Wilmington Trust November 2008 - January 2012
SMCI April 2008 - November 2008
American Express January 2008 - April 2008
SMCI June 2007 - January 2008
Sogeti August 2005 - June 2007
ToolPax Corporation March 2005 - April 2005
Skills
T-SQL, C#, Microsoft SQL Server, ASP.NET, Web Services, ASP.NET MVC, VB.NET, XML, WCF, JavaScript, Databases, Web Applications, MVC, HTML, OOP, XAML, .NET, Agile Methodologies, Visual Studio, SQL, jQuery, Silverlight, Enterprise Architecture, SharePoint, Software Development, Software Development..., DB2, KnockoutJS, LINQ, Async, Parallel Programming, Performance Engineering, Programming, AJAX, TFS, MySQL, SOA, REST, WPF, IIS, Database Design, Test Driven Development, Scrum, Object Oriented Design, ASP, Software Design, Git, JSON, Node.js, Web Development
Education
Arizona State University 2000 — 2004
BS
Brophy College Preparatory 1996 — 2000
GoDaddy.com January 2012 - Present
Agnition Enterprises June 2008 - July 2013
Wilmington Trust November 2008 - January 2012
SMCI April 2008 - November 2008
American Express January 2008 - April 2008
SMCI June 2007 - January 2008
Sogeti August 2005 - June 2007
ToolPax Corporation March 2005 - April 2005
Skills
T-SQL, C#, Microsoft SQL Server, ASP.NET, Web Services, ASP.NET MVC, VB.NET, XML, WCF, JavaScript, Databases, Web Applications, MVC, HTML, OOP, XAML, .NET, Agile Methodologies, Visual Studio, SQL, jQuery, Silverlight, Enterprise Architecture, SharePoint, Software Development, Software Development..., DB2, KnockoutJS, LINQ, Async, Parallel Programming, Performance Engineering, Programming, AJAX, TFS, MySQL, SOA, REST, WPF, IIS, Database Design, Test Driven Development, Scrum, Object Oriented Design, ASP, Software Design, Git, JSON, Node.js, Web Development
Education
Arizona State University 2000 — 2004
BS
Brophy College Preparatory 1996 — 2000
Jeff Schollaert, CFA's Wilmington Trust Experience June 2008 - July 2015
Job Senior Equity Analyst at Adams Express Company
Industry Investment Management
Experience
Adams Express Company September 2015 - Present
Loyola University Maryland January 2013 - Present
Wilmington Trust June 2008 - July 2015
American Capital August 2007 - May 2008
Wachovia January 2004 - August 2007
Ferris Baker Watts 2001 - 2001
Sensoria Technology 2000 - 2001
Kaiser Associates August 1998 - December 1999
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Finance
Colgate University 1994 — 1998
BA, Mathematics
Adams Express Company September 2015 - Present
Loyola University Maryland January 2013 - Present
Wilmington Trust June 2008 - July 2015
American Capital August 2007 - May 2008
Wachovia January 2004 - August 2007
Ferris Baker Watts 2001 - 2001
Sensoria Technology 2000 - 2001
Kaiser Associates August 1998 - December 1999
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Finance
Colgate University 1994 — 1998
BA, Mathematics
Monique Outerbridge's Wilmington Trust Experience March 1996 - July 1997
Job VP Technical Project Team Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America November 2004 - Present
MBNA 2000 - 2004
Hardcore Composites January 2000 - September 2000
Online Consulting July 1997 - December 1999
Wilmington Trust March 1996 - July 1997
State of Maryland February 1995 - March 1996
Skills
Budgets, Analysis, Disaster Recovery, Human Resources, Management, Process Scheduler, Program Management, Project Planning, Resource Management, Sales, Strategic Planning, Team Management, Time Management, Training, Vendor Management, Process Improvement, Business Analysis, Project Management, Requirements Analysis, SDLC
Education
Capella University 2003 — 2006
Master of Science, Organization and Management
Capella University 2003 — 2006
Graduate Certificate, Information Technology Management
Villanova University 2003 — 2003
Master's Certificate, AppliedProject Management
Goldey-Beacom College 1990 — 1995
Bachelor, Business Administration: Administrative Office Management
Goldey-Beacom College 1990 — 1993
Associate, Executive Secretary
Bank of America November 2004 - Present
MBNA 2000 - 2004
Hardcore Composites January 2000 - September 2000
Online Consulting July 1997 - December 1999
Wilmington Trust March 1996 - July 1997
State of Maryland February 1995 - March 1996
Skills
Budgets, Analysis, Disaster Recovery, Human Resources, Management, Process Scheduler, Program Management, Project Planning, Resource Management, Sales, Strategic Planning, Team Management, Time Management, Training, Vendor Management, Process Improvement, Business Analysis, Project Management, Requirements Analysis, SDLC
Education
Capella University 2003 — 2006
Master of Science, Organization and Management
Capella University 2003 — 2006
Graduate Certificate, Information Technology Management
Villanova University 2003 — 2003
Master's Certificate, AppliedProject Management
Goldey-Beacom College 1990 — 1995
Bachelor, Business Administration: Administrative Office Management
Goldey-Beacom College 1990 — 1993
Associate, Executive Secretary
Fredric White's Wilmington Trust Experience January 2006 - Present
Job Relationship Manager Team Lead at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2006 - Present
Skills
Credit, Banking, Wealth Management, Relationship Management, Portfolio Management, Mutual Funds, Finance, Investments, Financial Services, Strategic Planning, Customer Service, Leadership, Sales, Financial Analysis, Financial Planning, Process Improvement, Securities
Education
Arizona State University 2001 — 2004
Wilmington Trust January 2006 - Present
Skills
Credit, Banking, Wealth Management, Relationship Management, Portfolio Management, Mutual Funds, Finance, Investments, Financial Services, Strategic Planning, Customer Service, Leadership, Sales, Financial Analysis, Financial Planning, Process Improvement, Securities
Education
Arizona State University 2001 — 2004
Gene McCarthy's Wilmington Trust Experience November 2006 - May 2011
Job Lead Senior Managing Director Commercial Banking at PeapackGladstone Bank
Industry Financial Services
Experience
Peapack-Gladstone Bank May 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust November 2006 - May 2011
Skills
Banking, Commercial Lending, Real Estate Lending, Credit Analysis, Portfolio Management, Sales Management, Retail Banking, Mortgage Lending, Loans, Real Estate, Commercial Banking, Credit, Financial Analysis, Small Business Lending, Asset Based Lending, Lines Of Credit, Loan Origination, Credit Risk, Underwriting, Consumer Lending, SBA, Commercial Mortgages, Treasury Management, Mortgage Banking, Cash Management, Investments, Refinance, Relationship Management, Wealth Management, Financial Services, Finance, Asset Management
Education
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Peapack-Gladstone Bank May 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust November 2006 - May 2011
Skills
Banking, Commercial Lending, Real Estate Lending, Credit Analysis, Portfolio Management, Sales Management, Retail Banking, Mortgage Lending, Loans, Real Estate, Commercial Banking, Credit, Financial Analysis, Small Business Lending, Asset Based Lending, Lines Of Credit, Loan Origination, Credit Risk, Underwriting, Consumer Lending, SBA, Commercial Mortgages, Treasury Management, Mortgage Banking, Cash Management, Investments, Refinance, Relationship Management, Wealth Management, Financial Services, Finance, Asset Management
Education
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Steve Parris's Wilmington Trust Experience April 2008 - October 2010
Job ETL Engineer at Cable One
Industry Information Technology and Services
Experience
Cable One February 2012 - Present
Wells Fargo Home Equity November 2010 - January 2012
Wilmington Trust April 2008 - October 2010
Mutual of Omaha Bank November 2004 - June 2008
Greentree / Conseco Finance November 1998 - June 2004
Skills
Business Analysis, Business Intelligence, Business Process..., Databases, ETL, Microsoft SQL Server, SDLC, SQL, SSIS, SharePoint, T-SQL, Vendor Management, Visio
Education
Cheyney University of Pennsylvania
Business Administration, Management and Operations
Clark Atlanta University
MBA, Finance
Cable One February 2012 - Present
Wells Fargo Home Equity November 2010 - January 2012
Wilmington Trust April 2008 - October 2010
Mutual of Omaha Bank November 2004 - June 2008
Greentree / Conseco Finance November 1998 - June 2004
Skills
Business Analysis, Business Intelligence, Business Process..., Databases, ETL, Microsoft SQL Server, SDLC, SQL, SSIS, SharePoint, T-SQL, Vendor Management, Visio
Education
Cheyney University of Pennsylvania
Business Administration, Management and Operations
Clark Atlanta University
MBA, Finance
J. William Benintende's Wilmington Trust Experience Director, Corporate CommunicationsGoldK, Inc.2000 - 2003
Job VP, Public Relations/Marketing Communications at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Director, Corporate CommunicationsGoldK, Inc.2000 - 2003
John Hancock Funds 1991 - 2000
Fidelity Investments 1987 - 1991
Education
Bates College
BA, Economics
Wilmington Trust Director, Corporate CommunicationsGoldK, Inc.2000 - 2003
John Hancock Funds 1991 - 2000
Fidelity Investments 1987 - 1991
Education
Bates College
BA, Economics
Ronald Caputo's Wilmington Trust Experience February 2014 - Present
Job Senior Fiduciary Client Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust February 2014 - Present
PNC Wealth Management November 1991 - February 2014
Skills
Personal Wealth Services, Wealth Management..., Relationship Management, Tax, Asset Allocation, Asset Management, Risk Management, Estate Planning, Trust Services, Portfolio Management, Retail Banking, Financial Analysis, Wealth Management, Strategic Planning, High Net Worth..., Leadership, Business Development, Team Building, Event Planning, Strategic Financial..., Asset Managment, Banking, Commercial Lending, Commercial Banking, Estate Tax Planning, Investments, Credit, Trusts, Investment Advisory, Financial Planning, Investment Management, Securities, Cash Management, Retirement Planning, Private Banking
Education
Bethany College 1971 — 1975
BA, Economics & Business Administration
Cannon Trust College
Wilmington Trust February 2014 - Present
PNC Wealth Management November 1991 - February 2014
Skills
Personal Wealth Services, Wealth Management..., Relationship Management, Tax, Asset Allocation, Asset Management, Risk Management, Estate Planning, Trust Services, Portfolio Management, Retail Banking, Financial Analysis, Wealth Management, Strategic Planning, High Net Worth..., Leadership, Business Development, Team Building, Event Planning, Strategic Financial..., Asset Managment, Banking, Commercial Lending, Commercial Banking, Estate Tax Planning, Investments, Credit, Trusts, Investment Advisory, Financial Planning, Investment Management, Securities, Cash Management, Retirement Planning, Private Banking
Education
Bethany College 1971 — 1975
BA, Economics & Business Administration
Cannon Trust College
Ben Hostetler's Wilmington Trust Experience June 2005 - December 2013
Job Manager, Relationship Management at Matrix Trust Company, a Broadridge Company
Industry Financial Services
Experience
Matrix Trust Company, a Broadridge Company April 2015 - Present
Wilmington Trust / M&T Bank December 2013 - April 2015
Wilmington Trust June 2005 - December 2013
Artlink Inc 2008 - February 2011
Advisory Trust Company August 2006 - July 2009
FACS Group, Inc (Financial And Credit Services) June 1997 - October 2004
Skills
Private Wealth..., Mutual Funds, Client Service, 401k, Financial Services, Relationship Management, Retirement, Client Services, Banking, Insurance, Securities, Investments, Risk Management, Retirement Planning, Financial Advisory, Wealth Management..., Wealth Management, Financial Analysis, High Net Worth..., Alternative Investments
Education
Cannon Financial Institute 2006 — 2009
Trust School
Arizona State University West 1997 — 1999
B.S., Communication
Matrix Trust Company, a Broadridge Company April 2015 - Present
Wilmington Trust / M&T Bank December 2013 - April 2015
Wilmington Trust June 2005 - December 2013
Artlink Inc 2008 - February 2011
Advisory Trust Company August 2006 - July 2009
FACS Group, Inc (Financial And Credit Services) June 1997 - October 2004
Skills
Private Wealth..., Mutual Funds, Client Service, 401k, Financial Services, Relationship Management, Retirement, Client Services, Banking, Insurance, Securities, Investments, Risk Management, Retirement Planning, Financial Advisory, Wealth Management..., Wealth Management, Financial Analysis, High Net Worth..., Alternative Investments
Education
Cannon Financial Institute 2006 — 2009
Trust School
Arizona State University West 1997 — 1999
B.S., Communication
Rebecca Bily's Wilmington Trust Experience November 2009 - Present
Job Marketing Manager
Industry Financial Services
Experience
Wilmington Trust November 2009 - Present
BNY Mellon March 2004 - November 2009
Atlanta Country Club March 2000 - May 2004
Skills
Event Management, Event Planning, Customer Service, Social Media Marketing, Public Relations, Marketing, Public Speaking, Advertising, Strategic Planning, Microsoft Office, PowerPoint, New Business Development, Marketing Communications, Outlook, Social Media, Fundraising, Marketing Strategy, Microsoft Excel, Nonprofits, Online Marketing, Editing, Project Management, Research, Market Research, Business Development, Media Relations, Email Marketing, Online Advertising, Direct Marketing, Contract Negotiation, Training, Team Leadership, Management, Team Building, Budgets, Sales, Account Management, Microsoft Word, Project Planning, Strategy, Hospitality, Employee Relations
Education
Berry College
BS, Hospitality Management
Wilmington Trust November 2009 - Present
BNY Mellon March 2004 - November 2009
Atlanta Country Club March 2000 - May 2004
Skills
Event Management, Event Planning, Customer Service, Social Media Marketing, Public Relations, Marketing, Public Speaking, Advertising, Strategic Planning, Microsoft Office, PowerPoint, New Business Development, Marketing Communications, Outlook, Social Media, Fundraising, Marketing Strategy, Microsoft Excel, Nonprofits, Online Marketing, Editing, Project Management, Research, Market Research, Business Development, Media Relations, Email Marketing, Online Advertising, Direct Marketing, Contract Negotiation, Training, Team Leadership, Management, Team Building, Budgets, Sales, Account Management, Microsoft Word, Project Planning, Strategy, Hospitality, Employee Relations
Education
Berry College
BS, Hospitality Management
Joel Hoskinson's Wilmington Trust Experience June 2009 - January 2011
Job Sr Programmer Analyst at Automated Financial Systems
Industry Information Technology and Services
Experience
Automated Financial Systems, Inc. (AFS) January 2011 - Present
United States Soccer Federation 2007 - Present
Wilmington Trust June 2009 - January 2011
AETEA Information Technology April 2009 - June 2009
Quest Diagnostics April 2001 - January 2009
Harleysville Insurance April 2000 - April 2001
PMG Systems December 1998 - November 1999
The Vanguard Group April 1992 - December 1998
CTG 1989 - 1992
EDS, an HP company February 1989 - August 1989
Skills
COBOL, DB2, JCL, Systems Analysis, SQL, Requirements Analysis, Testing, CICS, Mainframe, SDLC, Analysis, Software Documentation, Fileaid, Business Analysis, IBM Mainframe, Visio, TSO, SDSF, Syncsort, Requirements Gathering, ETL, Endeavor, MVS, IBM Utilities, SPUFI, Data Modeling, Unix, VSAM, ISPF, SAS, Easytrieve, User Acceptance Testing, Xpediter, FTP, Business Requirements, QMF, Access, Crystal Reports, REXX, Database Design, Software Project..., Databases, Disaster Recovery, Data Warehousing, Visual Basic, XML, Healthcare, Insurance, IMS DB/DC
Education
Cedarville University 1983 — 1987
BA, Computer Information Systems / Accounting
Automated Financial Systems, Inc. (AFS) January 2011 - Present
United States Soccer Federation 2007 - Present
Wilmington Trust June 2009 - January 2011
AETEA Information Technology April 2009 - June 2009
Quest Diagnostics April 2001 - January 2009
Harleysville Insurance April 2000 - April 2001
PMG Systems December 1998 - November 1999
The Vanguard Group April 1992 - December 1998
CTG 1989 - 1992
EDS, an HP company February 1989 - August 1989
Skills
COBOL, DB2, JCL, Systems Analysis, SQL, Requirements Analysis, Testing, CICS, Mainframe, SDLC, Analysis, Software Documentation, Fileaid, Business Analysis, IBM Mainframe, Visio, TSO, SDSF, Syncsort, Requirements Gathering, ETL, Endeavor, MVS, IBM Utilities, SPUFI, Data Modeling, Unix, VSAM, ISPF, SAS, Easytrieve, User Acceptance Testing, Xpediter, FTP, Business Requirements, QMF, Access, Crystal Reports, REXX, Database Design, Software Project..., Databases, Disaster Recovery, Data Warehousing, Visual Basic, XML, Healthcare, Insurance, IMS DB/DC
Education
Cedarville University 1983 — 1987
BA, Computer Information Systems / Accounting
Darryl Grayson's Wilmington Trust Experience 2006 - March 2009
Job Director of Client Relations and Business Development
Industry Financial Services
Experience
ACR-Alpine Capital Research November 2009 - Present
Wilmington Trust 2006 - March 2009
Gabelli Asset Management August 2003 - June 2006
M&T Bank 2001 - 2003
Delaware Investments 1997 - 2001
Bankers Trust 1995 - 1997
Oppenheimer Capital 1992 - 1997
Citibank 1985 - 1987
Skills
Mutual Funds, Asset Management, Series 63, Investments, Wealth Management, New Business Development, Financial Markets, Executive Management, Strategic Planning, Sales Management, Business Strategy
Education
Binghamton University 1979 — 1983
ba, history
Fordham Gabelli School of Business
ACR-Alpine Capital Research November 2009 - Present
Wilmington Trust 2006 - March 2009
Gabelli Asset Management August 2003 - June 2006
M&T Bank 2001 - 2003
Delaware Investments 1997 - 2001
Bankers Trust 1995 - 1997
Oppenheimer Capital 1992 - 1997
Citibank 1985 - 1987
Skills
Mutual Funds, Asset Management, Series 63, Investments, Wealth Management, New Business Development, Financial Markets, Executive Management, Strategic Planning, Sales Management, Business Strategy
Education
Binghamton University 1979 — 1983
ba, history
Fordham Gabelli School of Business
Georgette Wait's Wilmington Trust Experience April 2000 - May 2011
Job Project Manager at Wilmington Trust, an M&T Company
Industry Financial Services
Experience
Wilmington Trust an M&T Company May 2011 - Present
Wilmington Trust April 2000 - May 2011
Skills
Disaster Recovery, Visio, Citrix, Enterprise Architecture, SDLC, Vendor Management, SharePoint, Business Continuity, Qualilty Assurance..., Test Scripts, Regression Testing, Change Control, Change Management, Software Quality..., Software Project..., Web Content, Web Project Management, Integration, Data Center, Active Directory, IT Management, Business Analysis, Virtualization, Windows Server, Software Documentation, Requirements Analysis, ITIL, Project Portfolio..., Systems Analysis, Business Requirements, PMP, System Deployment, PMO, Requirements Gathering, IT Operations, IT Strategy, Waterfall, Release Management, MS Project, Mainframe, User Acceptance Testing, Risk Management, Incident Management
Education
Acadiana Technical College 1982 — 1984
Diploma, Computer Programming
Lake Charles High School 1978 — 1981
Wilmington Trust an M&T Company May 2011 - Present
Wilmington Trust April 2000 - May 2011
Skills
Disaster Recovery, Visio, Citrix, Enterprise Architecture, SDLC, Vendor Management, SharePoint, Business Continuity, Qualilty Assurance..., Test Scripts, Regression Testing, Change Control, Change Management, Software Quality..., Software Project..., Web Content, Web Project Management, Integration, Data Center, Active Directory, IT Management, Business Analysis, Virtualization, Windows Server, Software Documentation, Requirements Analysis, ITIL, Project Portfolio..., Systems Analysis, Business Requirements, PMP, System Deployment, PMO, Requirements Gathering, IT Operations, IT Strategy, Waterfall, Release Management, MS Project, Mainframe, User Acceptance Testing, Risk Management, Incident Management
Education
Acadiana Technical College 1982 — 1984
Diploma, Computer Programming
Lake Charles High School 1978 — 1981
Linda Bourn's Wilmington Trust Experience September 2009 - July 2012
Job Risk Management
Industry Financial Services
Experience
Crystal & Company August 2012 - Present
Babson College October 2011 - Present
Family Firm Institute October 2010 - September 2012
Wilmington Trust September 2009 - July 2012
Clearbrook Partners May 2008 - May 2009
Marsh May 1993 - April 2008
Skills
Family Business, Family Office, Risk Assessment, Risk Management, Marketing Strategy, Business Strategy, Entrepreneurship, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
California State University-Long Beach
BA, Communications
Crystal & Company August 2012 - Present
Babson College October 2011 - Present
Family Firm Institute October 2010 - September 2012
Wilmington Trust September 2009 - July 2012
Clearbrook Partners May 2008 - May 2009
Marsh May 1993 - April 2008
Skills
Family Business, Family Office, Risk Assessment, Risk Management, Marketing Strategy, Business Strategy, Entrepreneurship, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
California State University-Long Beach
BA, Communications
Patricia Ann Farrell's Wilmington Trust Experience September 2014 - Present
Job Managing Director at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust September 2014 - Present
U.S. Trust (Bank of America) October 2006 - September 2014
Skills
High Net Worth..., Commercial Banking, Wealth Management, Asset Management, Equities
Education
Canisius College
MBA, Finance
State University of New York at Buffalo
BA, Economics
Wilmington Trust September 2014 - Present
U.S. Trust (Bank of America) October 2006 - September 2014
Skills
High Net Worth..., Commercial Banking, Wealth Management, Asset Management, Equities
Education
Canisius College
MBA, Finance
State University of New York at Buffalo
BA, Economics
Brendan Keefe's Wilmington Trust Experience March 2004 - Present
Job Personal Trust Administrator/Banking Officer at Wilmington Trust Company, a subsidiary of M&T Bank
Industry Investment Banking
Experience
Buffalo Sabres September 2013 - Present
Wilmington Trust March 2004 - Present
Erie County May 1999 - December 2004
Skills
Banking, Investments, Financial Modeling, Financial Services, Trust Management, Trust Services, Charitable Trusts, Trustee, Security, Microsoft Office, Reliable, Self-motivated Team..., Highly Organized &..., Customer Service, Securities, Wealth Management...
Education
Canisius College 1997 — 2002
BA, Criminal Justice/Sociology, 3.34 Overall GPA
Saint Josephs Collegiate Institute 1993 — 1997
Regents High School Degree, General Studies
Cannon Financial Institute
Buffalo Sabres September 2013 - Present
Wilmington Trust March 2004 - Present
Erie County May 1999 - December 2004
Skills
Banking, Investments, Financial Modeling, Financial Services, Trust Management, Trust Services, Charitable Trusts, Trustee, Security, Microsoft Office, Reliable, Self-motivated Team..., Highly Organized &..., Customer Service, Securities, Wealth Management...
Education
Canisius College 1997 — 2002
BA, Criminal Justice/Sociology, 3.34 Overall GPA
Saint Josephs Collegiate Institute 1993 — 1997
Regents High School Degree, General Studies
Cannon Financial Institute
Denise Matheny's Wilmington Trust Experience August 2000 - April 2002
Job Trust Officer and Vice President at J. P. Morgan Trust Company of Delaware
Industry Banking
Experience
J. P. Morgan Trust Company of Delaware December 2004 - Present
LauOlmstead LLC April 2002 - December 2004
Wilmington Trust August 2000 - April 2002
Skills
Wealth Management
Education
Wilmington College 2002 — 2004
Bachelor's degree, Finance, General
Camden County College
J. P. Morgan Trust Company of Delaware December 2004 - Present
LauOlmstead LLC April 2002 - December 2004
Wilmington Trust August 2000 - April 2002
Skills
Wealth Management
Education
Wilmington College 2002 — 2004
Bachelor's degree, Finance, General
Camden County College
Angela Zinetti's Wilmington Trust Experience August 2007 - February 2008
Job HR Intern at Federal Bureau of Prisons
Industry Human Resources
Experience
Miche Bags June 2014 - Present
Federal Bureau of Prisons August 2014 - August 2015
Wilmington Trust August 2007 - February 2008
Central Texas College September 2005 - April 2007
Camden County Library June 1998 - May 2004
Skills
Data Entry, Outlook, Access, Human Resources, Customer Service, PowerPoint, Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Training, Time Management, Accounting, Event Planning, Leadership, Recruiting
Education
Wilmington University 2014 — 2015
Master of Science in Management, Human Resource Management- M.S.M.
University of Maryland University College 2008 — 2010
BS, Human Resource Management
Camden County College 2003 — 2004
AS, Business Administration
Camden County College 1999 — 2003
AA, Computer Graphics
Miche Bags June 2014 - Present
Federal Bureau of Prisons August 2014 - August 2015
Wilmington Trust August 2007 - February 2008
Central Texas College September 2005 - April 2007
Camden County Library June 1998 - May 2004
Skills
Data Entry, Outlook, Access, Human Resources, Customer Service, PowerPoint, Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Training, Time Management, Accounting, Event Planning, Leadership, Recruiting
Education
Wilmington University 2014 — 2015
Master of Science in Management, Human Resource Management- M.S.M.
University of Maryland University College 2008 — 2010
BS, Human Resource Management
Camden County College 2003 — 2004
AS, Business Administration
Camden County College 1999 — 2003
AA, Computer Graphics
Ria M. Hart, CFA's Wilmington Trust Experience June 2007 - October 2010
Job Vice President at Barclays | Wealth & Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management October 2010 - Present
Wilmington Trust June 2007 - October 2010
Bingham Legg Advisers September 2001 - June 2007
Education
Bowdoin College
Economics and Environmental Studies
Barclays Wealth and Investment Management October 2010 - Present
Wilmington Trust June 2007 - October 2010
Bingham Legg Advisers September 2001 - June 2007
Education
Bowdoin College
Economics and Environmental Studies
Earl Varney's Wilmington Trust Experience May 1987 - May 1997
Job ManagerCorporate Insurance at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group June 1997 - Present
Vanguard 1997 - Present
Wilmington Trust May 1987 - May 1997
Hay Group 1984 - 1986
Skills
Risk Management, Insurance, Workers Compensation, Financial Analysis, Property & Casualty..., Underwriting, Finance, Risk Assessment, Employee Benefits, Operational Risk..., Commercial Insurance, Claim, ETFs, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
The Vanguard Group June 1997 - Present
Vanguard 1997 - Present
Wilmington Trust May 1987 - May 1997
Hay Group 1984 - 1986
Skills
Risk Management, Insurance, Workers Compensation, Financial Analysis, Property & Casualty..., Underwriting, Finance, Risk Assessment, Employee Benefits, Operational Risk..., Commercial Insurance, Claim, ETFs, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Rachel Stastny's Wilmington Trust Experience November 2011 - Present
Job Financial Services Officer and Senior SA at Wilmington Trust N.A.
Industry Banking
Experience
Wilmington Trust November 2011 - Present
Wells Fargo April 2009 - November 2011
Wachovia February 2007 - April 2009
Education
California State University-Long Beach
Bachelor of Science, Sociology
Wilmington Trust November 2011 - Present
Wells Fargo April 2009 - November 2011
Wachovia February 2007 - April 2009
Education
California State University-Long Beach
Bachelor of Science, Sociology
Steven Gattuso, CFA, CFP®, CMA's Wilmington Trust Experience June 2007 - September 2012
Job Sr. Portfolio Manager & Assistant Professor
Industry Investment Management
Experience
Courier Capital Corporation July 2012 - Present
Canisius College July 2013 - Present
CFA Institute September 2015 - Present
Martin House Complex 1997 - Present
CFA Institute September 2011 - August 2015
Niagara University September 1999 - May 2013
FPA WNY 2006 - 2013
Wilmington Trust June 2007 - September 2012
CFA Institute September 2009 - August 2011
St. Christopher's School 2007 - 2011
Skills
Financial Modeling, Portfolio Management, Investments, Investment Strategies, Financial Analysis, Economics, Cost Accounting, Equities, Strategic Financial..., Finance, Asset Allocation, Wealth Management, Asset Management, University Teaching, Certified Financial..., Morningstar Direct, Bloomberg Terminal, Financial Planning, Mutual Funds
Education
Canisius College 1987 — 1988
MBA
Canisius College 1982 — 1987
BA
State University of New York at Buffalo 1991 — 1993
Accounting
Courier Capital Corporation July 2012 - Present
Canisius College July 2013 - Present
CFA Institute September 2015 - Present
Martin House Complex 1997 - Present
CFA Institute September 2011 - August 2015
Niagara University September 1999 - May 2013
FPA WNY 2006 - 2013
Wilmington Trust June 2007 - September 2012
CFA Institute September 2009 - August 2011
St. Christopher's School 2007 - 2011
Skills
Financial Modeling, Portfolio Management, Investments, Investment Strategies, Financial Analysis, Economics, Cost Accounting, Equities, Strategic Financial..., Finance, Asset Allocation, Wealth Management, Asset Management, University Teaching, Certified Financial..., Morningstar Direct, Bloomberg Terminal, Financial Planning, Mutual Funds
Education
Canisius College 1987 — 1988
MBA
Canisius College 1982 — 1987
BA
State University of New York at Buffalo 1991 — 1993
Accounting
Laura Ferrino's Wilmington Trust Experience July 2003 - Present
Job CFP®, CTFA, CLU, CCPS, VP Financial & Wealth Planning, Senior Wealth Planner, M&T Bank, Wilmington Trust, N.A.
Industry Banking
Experience
Wilmington Trust July 2003 - Present
M&T Bank September 1991 - July 2003
HSBC June 1988 - September 1991
Elrae Industries July 1986 - June 1988
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Estate Planning, Financial Planners, Series 63, Insurance, Banking, Series 7, Risk Management, Financial Services, Financial Modeling, Small Business, Finance, Retail Banking, Wealth Management..., Financial Analysis, Loans, Asset Allocation, Financial Planning
Education
State University of New York at Buffalo
Masters of Business Administration, Finance, General
Canisius College
Bachelor of Science (B.S.), Dual Major: Finance and Management
Wilmington Trust July 2003 - Present
M&T Bank September 1991 - July 2003
HSBC June 1988 - September 1991
Elrae Industries July 1986 - June 1988
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Estate Planning, Financial Planners, Series 63, Insurance, Banking, Series 7, Risk Management, Financial Services, Financial Modeling, Small Business, Finance, Retail Banking, Wealth Management..., Financial Analysis, Loans, Asset Allocation, Financial Planning
Education
State University of New York at Buffalo
Masters of Business Administration, Finance, General
Canisius College
Bachelor of Science (B.S.), Dual Major: Finance and Management
Megan Colasanti's Wilmington Trust Experience July 2011 - July 2012
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Bernstein Global Wealth Management September 2014 - January 2015
Bernstein Global Wealth Management July 2012 - September 2014
Wilmington Trust July 2011 - July 2012
Cynthia Steffe August 2010 - November 2010
C.f. Global Trading June 2009 - August 2009
Iola Financial Group July 2008 - August 2008
Skills
Series 7
Education
College of the Holy Cross 2006 — 2010
BA
London Metropolitan University
MA
UBS January 2015 - Present
Bernstein Global Wealth Management September 2014 - January 2015
Bernstein Global Wealth Management July 2012 - September 2014
Wilmington Trust July 2011 - July 2012
Cynthia Steffe August 2010 - November 2010
C.f. Global Trading June 2009 - August 2009
Iola Financial Group July 2008 - August 2008
Skills
Series 7
Education
College of the Holy Cross 2006 — 2010
BA
London Metropolitan University
MA
Gail Irrgang's Wilmington Trust Experience January 2008 - March 2011
Job Vice President/Project Management Office at Wilmington Trust,an M&T Affiliate)
Industry Banking
Experience
M&T Bank November 2011 - November 2013
Keane Consulting March 2011 - December 2011
Wilmington Trust January 2008 - March 2011
Wilmington Trust 2006 - 2008
Wilmington Trust March 2003 - January 2006
Professional Data Solutions October 1994 - February 2003
CHESTER COUNTY DEPT OF COMPUTER INFORMATION January 1986 - January 1987
Pinkerton Computer Consultants January 1983 - January 1984
PENNSYLVANIA MANUFACTURERS INSURANCE CO January 1980 - January 1982
Skills
SDLC, Requirements Analysis, Business Intelligence, Software Documentation, Requirements Gathering, Analysis, Program Management, SQL, Testing, Software Development, Management, Data Warehousing, Quality Assurance, Crystal Reports, Training, COBOL, Risk Management, JCL, Databases, SOA, Data Analysis, Banking, Finance, Vendor Management, Financial Services, Marketing, Business Analysis, XML
Education
Susquehanna University
BS
Pennsylvania State University-Great Valley Graduate Center
Pennsylvania State University-Great Valley Graduate Center
Carleton University
M&T Bank November 2011 - November 2013
Keane Consulting March 2011 - December 2011
Wilmington Trust January 2008 - March 2011
Wilmington Trust 2006 - 2008
Wilmington Trust March 2003 - January 2006
Professional Data Solutions October 1994 - February 2003
CHESTER COUNTY DEPT OF COMPUTER INFORMATION January 1986 - January 1987
Pinkerton Computer Consultants January 1983 - January 1984
PENNSYLVANIA MANUFACTURERS INSURANCE CO January 1980 - January 1982
Skills
SDLC, Requirements Analysis, Business Intelligence, Software Documentation, Requirements Gathering, Analysis, Program Management, SQL, Testing, Software Development, Management, Data Warehousing, Quality Assurance, Crystal Reports, Training, COBOL, Risk Management, JCL, Databases, SOA, Data Analysis, Banking, Finance, Vendor Management, Financial Services, Marketing, Business Analysis, XML
Education
Susquehanna University
BS
Pennsylvania State University-Great Valley Graduate Center
Pennsylvania State University-Great Valley Graduate Center
Carleton University
Stephen Feldmann's Wilmington Trust Experience January 2000 - Present
Job Thoughtful, respectful leadership
Industry Banking
Experience
Wilmington Trust January 2000 - Present
York County Bar Foundation January 2010 - Present
York County Heritage Trust July 2009 - Present
United Way of York County 2004 - 2010
The York Bank and Trust Company January 1994 - January 2000
The Drovers and Mechanics Bank March 1983 - April 1990
Skills
Financial Planning, Change Management, Mentoring, Strategic Planning, Focus Groups, Public Speaking, Writing Skills, Nonprofits, Adult Education, Creative Writing, Banking, Grants, Fundraising, Wealth Management, Finance, Volunteer Management, Strategic Financial..., Community Outreach, Leadership, Public Relations, Leadership Development
Education
Penn State University 1999 — 2005
Master of Arts (MA), American/United States Studies/Civilization
Allegheny College 1973 — 1977
Bachelor of Arts (BA), History
Wilmington Trust January 2000 - Present
York County Bar Foundation January 2010 - Present
York County Heritage Trust July 2009 - Present
United Way of York County 2004 - 2010
The York Bank and Trust Company January 1994 - January 2000
The Drovers and Mechanics Bank March 1983 - April 1990
Skills
Financial Planning, Change Management, Mentoring, Strategic Planning, Focus Groups, Public Speaking, Writing Skills, Nonprofits, Adult Education, Creative Writing, Banking, Grants, Fundraising, Wealth Management, Finance, Volunteer Management, Strategic Financial..., Community Outreach, Leadership, Public Relations, Leadership Development
Education
Penn State University 1999 — 2005
Master of Arts (MA), American/United States Studies/Civilization
Allegheny College 1973 — 1977
Bachelor of Arts (BA), History
Christopher Spellman's Wilmington Trust Experience October 2008 - April 2012
Job Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Wilmington Trust October 2008 - April 2012
Merrill Lynch June 2002 - September 2008
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
St. Michael's College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning 1996 — 2006
UBS Wealth Management April 2012 - Present
Wilmington Trust October 2008 - April 2012
Merrill Lynch June 2002 - September 2008
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
St. Michael's College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning 1996 — 2006
Debby Almeida's Wilmington Trust Experience August 2003 - September 2011
Job Associate
Industry Banking
Experience
JPMorgan Chase June 2013 - Present
American Express January 2012 - May 2013
Wilmington Trust August 2003 - September 2011
Diocese of Wilmington January 2002 - August 2003
Skills
System Administration, SQL, Microsoft Excel, Management, Business Analysis, Crystal Reports, Disaster Recovery, Data Analysis, Software Project..., Databases, MS Project, Microsoft SQL Server, SAS, Analysis, Oracle, Software Development, Access, Visio, SDLC, Testing, Requirements Gathering, Requirements Analysis
Education
Bharathiar University 1995 — 1998
Masters, Computer Applications
JPMorgan Chase June 2013 - Present
American Express January 2012 - May 2013
Wilmington Trust August 2003 - September 2011
Diocese of Wilmington January 2002 - August 2003
Skills
System Administration, SQL, Microsoft Excel, Management, Business Analysis, Crystal Reports, Disaster Recovery, Data Analysis, Software Project..., Databases, MS Project, Microsoft SQL Server, SAS, Analysis, Oracle, Software Development, Access, Visio, SDLC, Testing, Requirements Gathering, Requirements Analysis
Education
Bharathiar University 1995 — 1998
Masters, Computer Applications
Yulia Davydovitch's Wilmington Trust Experience July 2004 - September 2013
Job Corporate Client Associate, at Chistiana Trust
Industry Financial Services
Experience
Christiana Bank & Trust October 2013 - Present
Wilmington Trust July 2004 - September 2013
Wilmington Trust 2007 - 2011
Wilmington Trust August 2004 - February 2007
Skills
Securities, Mutual Funds
Education
Cannon Institute of Higher Learning
CCTS
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO)
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Strayer University
Bachelor of Arts (B.A.), Accounting and Finance
Christiana Bank & Trust October 2013 - Present
Wilmington Trust July 2004 - September 2013
Wilmington Trust 2007 - 2011
Wilmington Trust August 2004 - February 2007
Skills
Securities, Mutual Funds
Education
Cannon Institute of Higher Learning
CCTS
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO)
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Strayer University
Bachelor of Arts (B.A.), Accounting and Finance
Alicia Pearce's Wilmington Trust Experience February 2013 - May 2013
Job Office Administrator at Allstaff Services Inc
Industry Marketing and Advertising
Experience
Trans City Life Insurance May 2014 - Present
A Culinary Concept December 2011 - Present
Show Up Strong January 2005 - Present
American Funds November 2013 - May 2014
Wilmington Trust February 2013 - May 2013
Staff Logic 2013 - 2013
First Preston Management March 2011 - September 2011
The Walt Disney Company August 2010 - January 2011
Skills
Culinary Skills, QuickBooks, OnBase, Supervisory Skills, Retail, Chef, Inventory Management, Invoicing, Spreadsheets, PeopleSoft, Office Management, Data Entry, Payroll, Budgets, Lotus Notes, Hospitality, Process Scheduler, Administrative..., Ingredients, Accounts Payable, Customer Satisfaction, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Investments, Managerial Skills, Telephone Skills, Accounting, Travel Arrangements, Accounts Receivable, Account Reconciliation, Teamwork, Employee Training, Benefits Administration, Executive Support, Office Administration, Bookkeeping, General Ledger, Phone Etiquette, Online Research, Microsoft Office 2007, Finance, Pivot Tables, Expenses, Facebook, Administration, Calendars, Critical Thinking, Team Leadership
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2012
Certificate, Culinary Arts/Chef Training, 3.19
Arizona State University West 2008 — 2010
B.S., Global Business/Marketing
Lutheran Highschool 1998 — 2002
Trans City Life Insurance May 2014 - Present
A Culinary Concept December 2011 - Present
Show Up Strong January 2005 - Present
American Funds November 2013 - May 2014
Wilmington Trust February 2013 - May 2013
Staff Logic 2013 - 2013
First Preston Management March 2011 - September 2011
The Walt Disney Company August 2010 - January 2011
Skills
Culinary Skills, QuickBooks, OnBase, Supervisory Skills, Retail, Chef, Inventory Management, Invoicing, Spreadsheets, PeopleSoft, Office Management, Data Entry, Payroll, Budgets, Lotus Notes, Hospitality, Process Scheduler, Administrative..., Ingredients, Accounts Payable, Customer Satisfaction, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Investments, Managerial Skills, Telephone Skills, Accounting, Travel Arrangements, Accounts Receivable, Account Reconciliation, Teamwork, Employee Training, Benefits Administration, Executive Support, Office Administration, Bookkeeping, General Ledger, Phone Etiquette, Online Research, Microsoft Office 2007, Finance, Pivot Tables, Expenses, Facebook, Administration, Calendars, Critical Thinking, Team Leadership
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2012
Certificate, Culinary Arts/Chef Training, 3.19
Arizona State University West 2008 — 2010
B.S., Global Business/Marketing
Lutheran Highschool 1998 — 2002
Newry Bannish's Wilmington Trust Experience June 2001 - November 2008
Job Senior Portfolio Analyst BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2010 - Present
BNY Mellon, Global Corporate Trust – Public Finance November 2008 - December 2010
Wilmington Trust June 2001 - November 2008
Skills
Portfolio Management, Securities, Asset Management, Equities, Wealth Management, Fixed Income, Bloomberg, Investments, Series 7, Financial Services, Hedge Funds, Alternative Investments, Banking, Mutual Funds, Bonds, Asset Allocation, Investment Management
Education
Hunter College
Bachelor of Arts, Economics, Concentration Labor Economics Minor Latin American History
BNY Mellon December 2010 - Present
BNY Mellon, Global Corporate Trust – Public Finance November 2008 - December 2010
Wilmington Trust June 2001 - November 2008
Skills
Portfolio Management, Securities, Asset Management, Equities, Wealth Management, Fixed Income, Bloomberg, Investments, Series 7, Financial Services, Hedge Funds, Alternative Investments, Banking, Mutual Funds, Bonds, Asset Allocation, Investment Management
Education
Hunter College
Bachelor of Arts, Economics, Concentration Labor Economics Minor Latin American History
Ning Sun's Wilmington Trust Experience November 2010 - May 2011
Job Global Rates Researcher at BlackRock
Industry Financial Services
Experience
BlackRock November 2013 - Present
State Street Associates August 2013 - November 2013
State Street July 2012 - August 2013
Brownson, Rehmus & Foxworth March 2012 - June 2012
State Street June 2011 - December 2011
Wilmington Trust November 2010 - May 2011
Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master's Degree, Finance
Stanford University 2006 — 2010
Master's Degree, Chemistry
Peking University
Bachelor's Degree, Chemistry
BlackRock November 2013 - Present
State Street Associates August 2013 - November 2013
State Street July 2012 - August 2013
Brownson, Rehmus & Foxworth March 2012 - June 2012
State Street June 2011 - December 2011
Wilmington Trust November 2010 - May 2011
Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master's Degree, Finance
Stanford University 2006 — 2010
Master's Degree, Chemistry
Peking University
Bachelor's Degree, Chemistry
Charles More's Wilmington Trust Experience December 2014 - Present
Job Banking Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2014 - Present
Temple University Beasley School of Law August 2011 - May 2014
Federal Reserve Bank of Philadelphia May 2013 - August 2013
U.S. Court of Appeals for the Third Circuit May 2012 - August 2012
Fragomen, Del Rey, Bernsen & Loewy November 2010 - February 2012
United States Senator Arlen Specter May 2007 - August 2007
The Committee of Seventy February 2006 - June 2006
Skills
Bank Secrecy Act, Anti Money Laundering, Banking and Financial..., Immigration Law, Legal Writing, Legal Issues, Bankruptcy, Employment Law, Legal Research, H-1B, Administrative Law, Corporate Law, Adjustment Of Status, Politics, L-1, Westlaw, Commercial Litigation, Legal Assistance, Lexis, Payment Systems, Consumer Protection, Regulatory Compliance
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Doctor of Law (J.D.)
Colgate University 2006 — 2010
B.A.
William Penn Charter School 2002 — 2006
High School diploma
Wilmington Trust December 2014 - Present
Temple University Beasley School of Law August 2011 - May 2014
Federal Reserve Bank of Philadelphia May 2013 - August 2013
U.S. Court of Appeals for the Third Circuit May 2012 - August 2012
Fragomen, Del Rey, Bernsen & Loewy November 2010 - February 2012
United States Senator Arlen Specter May 2007 - August 2007
The Committee of Seventy February 2006 - June 2006
Skills
Bank Secrecy Act, Anti Money Laundering, Banking and Financial..., Immigration Law, Legal Writing, Legal Issues, Bankruptcy, Employment Law, Legal Research, H-1B, Administrative Law, Corporate Law, Adjustment Of Status, Politics, L-1, Westlaw, Commercial Litigation, Legal Assistance, Lexis, Payment Systems, Consumer Protection, Regulatory Compliance
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Doctor of Law (J.D.)
Colgate University 2006 — 2010
B.A.
William Penn Charter School 2002 — 2006
High School diploma
John S. Harrison's Wilmington Trust Experience January 2003 - July 2006
Job Vice President at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company July 2006 - Present
Wilmington Trust January 2003 - July 2006
Glenmede January 1996 - January 2003
Skills
Estate Administration, Estate Planning, Personal Trust..., Wealth Management, Wealth Preservation...
Education
Case Western Reserve University School of Law 1990 — 1990
J.D.
Yale University 1983 — 1987
B.A., History
Chestnut Hill Academy 1971 — 1983
The Bryn Mawr Trust Company July 2006 - Present
Wilmington Trust January 2003 - July 2006
Glenmede January 1996 - January 2003
Skills
Estate Administration, Estate Planning, Personal Trust..., Wealth Management, Wealth Preservation...
Education
Case Western Reserve University School of Law 1990 — 1990
J.D.
Yale University 1983 — 1987
B.A., History
Chestnut Hill Academy 1971 — 1983
Michelle Helfrich's Wilmington Trust Experience Senior Credit Analyst IIIBank of America1998 - 2008
Job Wire Transfer Verification Specialist at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Senior Credit Analyst IIIBank of America1998 - 2008
Education
Averett University 1991 — 1992
n/a, Art
John Dickinson High School 1987 — 1991
Dipolma
Wilmington Trust Senior Credit Analyst IIIBank of America1998 - 2008
Education
Averett University 1991 — 1992
n/a, Art
John Dickinson High School 1987 — 1991
Dipolma
Tracy Wolcott's Wilmington Trust Experience August 2010 - February 2011
Job Senior Consultant at Citi
Industry Information Technology and Services
Experience
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Uchenna Ngwudo's Wilmington Trust Experience April 2015 - Present
Job Associate at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust April 2015 - Present
Teach For America June 2013 - October 2014
Columbia Business School October 2012 - May 2013
Citi June 2012 - August 2012
Management Leadership for Tomorrow June 2011 - August 2012
CNA Insurance November 2011 - May 2012
Bloomberg June 2011 - August 2011
EMILY's List July 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, PowerPoint, Microsoft Excel, Research, Spanish, Bloomberg, Microsoft Word, Social Media, Economics, Event Planning, Data Analysis, Investment Banking, Finance, Public Speaking, Analysis, Community Outreach, Editing
Education
Barnard College 2009 — 2013
BA, Economics
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Milton Academy 2005 — 2009
High School Diploma
Wilmington Trust April 2015 - Present
Teach For America June 2013 - October 2014
Columbia Business School October 2012 - May 2013
Citi June 2012 - August 2012
Management Leadership for Tomorrow June 2011 - August 2012
CNA Insurance November 2011 - May 2012
Bloomberg June 2011 - August 2011
EMILY's List July 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, PowerPoint, Microsoft Excel, Research, Spanish, Bloomberg, Microsoft Word, Social Media, Economics, Event Planning, Data Analysis, Investment Banking, Finance, Public Speaking, Analysis, Community Outreach, Editing
Education
Barnard College 2009 — 2013
BA, Economics
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Milton Academy 2005 — 2009
High School Diploma
Clarice Wright's Wilmington Trust Experience March 2015 - Present
Job Assistant Vice President
Industry Banking
Experience
Wilmington Trust March 2015 - Present
M&T Bank October 2012 - March 2015
Citizens Bank March 2004 - 2012
Skills
Change Management, Sales Management, Team Leadership, Retail Banking, Management, Loans, Financial Analysis, Credit, Commercial Banking, Investments, Risk Management, Banking, Credit Risk
Education
Wilmington University 2009 — 2010
MBA, Finance
Chestnut Hill College 2000 — 2004
BS, Marketing
Wilmington Trust March 2015 - Present
M&T Bank October 2012 - March 2015
Citizens Bank March 2004 - 2012
Skills
Change Management, Sales Management, Team Leadership, Retail Banking, Management, Loans, Financial Analysis, Credit, Commercial Banking, Investments, Risk Management, Banking, Credit Risk
Education
Wilmington University 2009 — 2010
MBA, Finance
Chestnut Hill College 2000 — 2004
BS, Marketing
Colleen M Marsh's Wilmington Trust Experience September 2011 - Present
Job Administrative VP, Senior Private Client Advisor, Wilmington Trust
Industry Banking
Experience
Wilmington Trust September 2011 - Present
M&T Bank January 2002 - September 2011
Martindale Andres & Company July 1995 - December 2001
Keystone Financial Inc June 1985 - June 1995
Skills
Strategic Planning, Customer Relations, Wealth Management, Budgeting, Investments, Series 7, Fixed Income, Mortgage Lending, Customer Service, Small Business Lending
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BS, Business Economics
Wilmington Trust September 2011 - Present
M&T Bank January 2002 - September 2011
Martindale Andres & Company July 1995 - December 2001
Keystone Financial Inc June 1985 - June 1995
Skills
Strategic Planning, Customer Relations, Wealth Management, Budgeting, Investments, Series 7, Fixed Income, Mortgage Lending, Customer Service, Small Business Lending
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BS, Business Economics
Bill Benintende's Wilmington Trust Experience April 2003 - February 2011
Job Group Manager, Public Relations at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
Janine Johnson's Wilmington Trust Experience June 1998 - May 2008
Job Audit Control Manager, VP at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
JPMorgan Chase June 2012 - March 2014
Wilmington University June 2009 - August 2012
JP Morgan Chase May 2008 - June 2012
Wilmington Trust June 1998 - May 2008
Skills
Finance, Auditing, Compliance, Banking, Internal Audit, Financial Risk, Internal Controls, Risk Management, Operational Risk..., Financial Services, Management, Financial Analysis
Education
Wilmington College 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration
Cheyney University of Pennsylvania 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Economics
ABA Graduate School of Compliance Management
ABA National Compliance School
Citi April 2014 - Present
JPMorgan Chase June 2012 - March 2014
Wilmington University June 2009 - August 2012
JP Morgan Chase May 2008 - June 2012
Wilmington Trust June 1998 - May 2008
Skills
Finance, Auditing, Compliance, Banking, Internal Audit, Financial Risk, Internal Controls, Risk Management, Operational Risk..., Financial Services, Management, Financial Analysis
Education
Wilmington College 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration
Cheyney University of Pennsylvania 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Economics
ABA Graduate School of Compliance Management
ABA National Compliance School
Jaclyn Elke's Wilmington Trust Experience January 2011 - August 2012
Job Senior Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Wilmington Trust January 2011 - August 2012
Charles Schwab July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Financial Services
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Business/Corporate Communications
Northern Trust August 2012 - Present
Wilmington Trust January 2011 - August 2012
Charles Schwab July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Financial Services
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Business/Corporate Communications
Dennis McDaniels's Wilmington Trust Experience 2007 - 2009
Job Higher Education Professional
Industry Higher Education
Experience
Apollo Group 2009 - 2012
Wilmington Trust 2007 - 2009
ING US Financial Services 2005 - 2007
Waste Management 2004 - 2005
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Business Administration – Accounting
Keller Graduate School of Management of DeVry University
Apollo Group 2009 - 2012
Wilmington Trust 2007 - 2009
ING US Financial Services 2005 - 2007
Waste Management 2004 - 2005
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Business Administration – Accounting
Keller Graduate School of Management of DeVry University
Roger Stetler's Wilmington Trust Experience 2009 - 2011
Job Account Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services November 2012 - Present
Wilmington Trust 2009 - 2011
Principal Financial Group November 2004 - December 2008
Vanguard April 1990 - November 2004
Education
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science (BS), Elementary Education and Teaching
Discover Financial Services November 2012 - Present
Wilmington Trust 2009 - 2011
Principal Financial Group November 2004 - December 2008
Vanguard April 1990 - November 2004
Education
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science (BS), Elementary Education and Teaching
Victoria McKenney-Johnson's Wilmington Trust Experience January 2004 - March 2006
Job Investment Associate at The Zeist Company, LLC
Industry Investment Management
Experience
The Zeist Company, LLC April 2012 - Present
Dunlap Wealth Strategies Group August 2011 - March 2012
Nicholas Hoffman & Company March 2010 - July 2011
J.P. Morgan January 2008 - March 2010
Bear Stearns March 2006 - January 2008
Wilmington Trust January 2004 - March 2006
Balentine & Company, LLC February 2000 - January 2004
Federal Reserve Bank of Atlanta January 1998 - February 2000
Skills
Research, Asset/Portfolio..., Reporting & Analysis, Investment Policy..., Investment Committee..., Equities, Alternative Investments, Data Analysis, Operations Management, Investments, Asset Management
Education
Wesleyan College 2008 — 2010
Master of Business Administration (M.B.A.)
Mercer University - Stetson School of Business and Economics 2007 — 2008
Bachelor's Degree
Agnes Scott College 1996 — 1998
The Zeist Company, LLC April 2012 - Present
Dunlap Wealth Strategies Group August 2011 - March 2012
Nicholas Hoffman & Company March 2010 - July 2011
J.P. Morgan January 2008 - March 2010
Bear Stearns March 2006 - January 2008
Wilmington Trust January 2004 - March 2006
Balentine & Company, LLC February 2000 - January 2004
Federal Reserve Bank of Atlanta January 1998 - February 2000
Skills
Research, Asset/Portfolio..., Reporting & Analysis, Investment Policy..., Investment Committee..., Equities, Alternative Investments, Data Analysis, Operations Management, Investments, Asset Management
Education
Wesleyan College 2008 — 2010
Master of Business Administration (M.B.A.)
Mercer University - Stetson School of Business and Economics 2007 — 2008
Bachelor's Degree
Agnes Scott College 1996 — 1998
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY