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
ab+c July 2013 - Present
Wilmington Trust December 2005 - March 2013
Wilmington Trust September 1983 - November 2005
Skills
Event Management, Meeting Planning, Event Planning, Facilities Management, Executive Support, Office Management, Training Facilitation, Instructional Design, Lending Assistant, Management, Training, Human Resources, Employee Relations, Organizational..., Payroll, Leadership, Time Management
Education
Conrad High School
Delaware Technical and Community College-Terry
Computer Science
University of Delaware
Accounting
Wilmington Trust June 2013 - Present
Wilmington Trust July 2009 - June 2013
Tompkins Trust July 2008 - July 2009
Tompkins Trust July 2007 - July 2008
Skills
Investment Management, Finance, Investment Banking, Investments, Investment Advisory, Corporate Finance, Pensions, High Net Worth..., Wealth Management, Mutual Funds, Asset Allocation, Securities, Fixed Income, Equities, Business Development, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Leadership, Financial Advisory, Derivatives, Strategic Financial..., Financial Services, Bloomberg, Valuation
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Science (B.S.)
Wilmington Trust August 2012 - Present
Education
University of Notre Dame Law School 2009 — 2012
J.D.
Cornell University 2005 — 2009
B.A.
Villa Maria Academy 2001 — 2005
BMC Software 1999 - Present
Boole & Babbage August 1992 - 1999
The Franklin Mint 1986 - August 1992
Beneficial National Bank USA 1985 - 1986
Wilmington Trust 1979 - 1985
Skills
Data Center Automation, OS/390, MVS, z/OS Assembler, REXX, C, TSO, ISPF, CLIST, JCL, SMP/E, Cloud Computing, Data Center Operations, IBM Mainframe, Data Center, Mainframe, Software Development, z/OS, System Automation
Education
Delaware Technical and Community College-Stanton-Wilmington 1979 — 1981
Associate's Degree, Computer Information Systems
Wilmington Trust October 2014 - Present
Wilmington Trust November 2013 - October 2014
Klingenstein, Fields, and Co. LLC August 2005 - December 2008
JSK Management August 2002 - December 2005
International Creative Management 1998 - 2002
Skills
Due Diligence, Equity Research, Strategy, Business Strategy, Financial Modeling, Financial Analysis, Competitive Analysis, Valuation, Equities, Investments, Hedge Funds, Portfolio Management
Education
Harvard Business School Executive Education 2006 — 2006
Private Equity and Venture Capital
Duke University - The Fuqua School of Business 2004 — 2006
MBA
University of Virginia 1994 — 1998
BA, Economics
Northern Trust Company August 2012 - June 2013
M&T Bank Corporation June 2010 - February 2012
Wilmington Trust February 2008 - June 2010
Wilmington Trust October 2001 - February 2008
Wilmington Trust May 1989 - October 2001
Lordon-Michaelson Associates August 1988 - May 1989
Servicised Limited, A W.R. Grace Company May 1987 - February 1988
Skills
Comprehensive Wealth..., Luxury Lifestyle, Marketing Strategy, Brand Management, Reputation Management, Strategic Communications, Change Leadership, Entrepreneurial Skills, Coaching, Strategic Thinking, Creative Problem Solving, Innovative Thinking, Public Speaking, Marketing, Change Management, Financial Services, Business Strategy, Marketing Communications, Leadership Development, Entrepreneurship, Integrated Marketing, Corporate Communications, Nonprofits, Leadership, New Business Development, Team Building, Strategic Planning, Internal Communications, Business Development, Risk Management, Strategic Leadership, Strategy, Cross-functional Team..., Investments, Portfolio Management, Mergers & Acquisitions, Wealth Management, Start-ups, Team Leadership, Brand Development, Market Research, Online Marketing
Education
Drexel University 2005 — 2007
MBA, Leadership, Technology and Globalization
University of Wisconsin-Eau Claire 1979 — 1984
BFA, Advertising, Design and Corporate Communications with Certification to Teach K-12
JPMorgan Chase June 2013 - Present
Wilmington Trust July 2006 - June 2013
Wilmington Trust August 2005 - July 2006
Delaware Investments, a member of the Macquarie Group February 2005 - August 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Strategies, Investment Advisory, Equities, Bloomberg, Fixed Income, Investment Management, Wealth Management..., High Net Worth..., Asset Management, Securities
Education
University of Delaware 2002 — 2004
BS, Finance & Operations Management with minor in Economics
Drexel University 2000 — 2002
Business and Psychology
Wilmington Trust December 2002 - Present
Taliesin Nexus May 2015 - Present
Persifor September 2011 - Present
Manhattan Residential Co-op June 2013 - Present
Tarantula Media February 2014 - Present
Skills
Estate Planning, Asset Management, Wealth, Investments, Family Office, Writing, Media, Portfolio Management, Private Banking, Alternative Investments
Education
Emory University School of Law 1998 — 2001
JD, Law
Duke University 1991 — 1995
A.B., Political Science, History
Deerfield Academy 1989 — 1991
Rippowam Cisqua 1986 — 1989
BNY Mellon May 2013 - Present
Northern Trust November 2010 - April 2013
Wilmington Trust June 2007 - November 2010
Tiedemann Wealth Management February 2004 - June 2007
J.P. Morgan June 1997 - August 2000
Skills
Wealth Management, Wealth Management..., High Net Worth..., Trust Services, Asset Allocation, Estate Planning, Investment Advisory, Investment Strategies, Strategic Financial..., Investments, Trusts, Asset Protection, Private Equity, Wealth, Family Office, Private Banking, Investment Management, Financial Planning, Asset Management
Education
Widener University School of Law 2000 — 2003
Juris Doctorate
Dickinson College 1993 — 1997
Bachelor of Arts (B.A.), International Studies and Italian Studies
Archmere Academy 1989 — 1993
High School, College/University Preparatory
Marshallton United Methodist Church December 2013 - Present
Susan's Uniforms April 2013 - Present
United Methodist Church of the Atonement August 2011 - April 2013
Wilmington Trust January 2006 - June 2011
Skills
Banking, Budgets, Customer Service, Non-profits, Microsoft Office, Event Planning, Retail Banking, Team Building, Mortgage Lending, Customer Satisfaction, Strategic Financial..., Credit, Risk Management, Finance, Office Management, Loans, Leadership, Nonprofits, Management, Process Improvement, Leadership Development, Microsoft Excel, Volunteer Management
Education
Neumann University 1992 — 1994
Certificate of Advanced Study, Pastoral Counseling and Specialized Ministries, 3.8
DeSales University 1978 — 1982
BA, English
St. Mark's High School 1974 — 1978
Swift Capital 2013 - Present
Randstad Technologies US August 2011 - January 2013
Wilmington Trust January 2008 - September 2010
Skills
Office Management, Administrative..., Payroll, Outlook
Education
Delaware Technical and Community College-Stanton-Wilmington
The J.G.Wentworth Company February 2012 - Present
Wilmington Trust April 2005 - October 2011
Unitrin Direct October 1998 - April 2005
Providian Insurance 1992 - 1998
Andersen Consulting April 1981 - January 1992
Skills
Business Intelligence, Strategy, Management, Banking, Software Development, Integration, Software Project..., Vendor Management, Project Portfolio..., Business Analysis, Insurance, Application Architecture, SOA, Building Relationships, Project Management, Consulting, Business Process, Enterprise Software, Project Finance, Application Development, People Management, Mergers & Acquisitions, Retail Banking
Education
Drexel University - College of Business and Administration 1976 — 1981
BS, Accounting, 3.86
LiquidHub May 2012 - June 2015
Simply Cars, Inc. April 2012 - December 2013
Synergy Global September 2011 - April 2012
M&T Bank May 2011 - September 2011
Wilmington Trust May 2002 - May 2011
Manpower Professional 2002 - 2002
ZeroChaos 2001 - 2002
American Red Cross October 1990 - November 2001
PC Help Services, Inc 2001 - 2001
Manpower Professional 2001 - 2001
Skills
Active Directory, Analysis, Business Continuity, Computer Hardware, Computer Maintenance, Computer Repair, Customer Service, Data Management, Disaster Recovery, Ethics, HP, HP Proliant, IBM PC, Knowledge Sharing, Laptops, Microsoft Office, Microsoft Operating..., Problem Solving, Service Desk, Software Installation, User Acceptance Testing, Windows, Technical Support, Servers, Software Documentation, Microsoft Certified..., Hands-on Training, Blackberry, Software Quality..., Team Leadership, Printers, Bloomberg Terminal, Group Policy, Microsoft Exchange, Windows 7, Citrix, Android, iOS, Windows Server, VMware, Help Desk Support, SharePoint, VMware ESX, Networking, System Deployment, DNS, Tax Preparation, Politics, Casper, Windows XP
Education
Computer Learning Center 1999 — 1999
Diploma, Network Engineering and Management, 4.0
Community College of Philadelphia 1995 — 1997
Computer Science, 4.0
Temple University 1986 — 1987
Communications and Theater
GAMP 1985 — 1986
Diploma, Academic & Music
Wilmington Trust June 2012 - Present
Wilmington Trust Investment Advisors (formerly MTB Investment Advisors) March 1992 - August 2012
PNC Capital Advisors, LLC 1989 - 1992
Skills
Mutual Funds, Investment Management, Investments, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Financial Modeling, Equities, Asset Managment, Alternative Investments, Asset Management, Bloomberg, Credit, Financial Analysis, Hedge Funds, Private Equity, Due Diligence
Education
Drexel University - College of Business and Administration 1987 — 1989
MS Finance, Finance and Investments
Drexel University - College of Business and Administration 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
Drexel University
AstraZeneca June 2015 - Present
Ambit Energy October 2011 - Present
Total Safety US, Inc. October 2012 - October 2013
Agilent Technologies October 2011 - March 2012
Office Team September 2010 - January 2011
Wilmington Trust 2007 - 2010
Dupont 1989 - 1999
Skills
Outlook, Excel, Word, Fax, Spreadsheets, Microsoft Excel, PowerPoint, Access, Microsoft Office, Supervisory Skills, System Administration, Microsoft Word, Public Speaking, SAP, Administrative..., Strategic Planning, Employee Relations, Data Entry, Administration, Office Management, Payroll, Human Resources, Training, Office Administration, Administrative...
Education
Delaware Technical and Community College-Stanton-Wilmington 1979 — 1985
AA, Administration/Clerical Studies
DPC Emergency Equipment January 2003 - Present
Del-One June 2000 - 2003
Wilmington Trust March 1990 - June 2000
Skills
Microsoft Office, Customer Service, Microsoft Word, Outlook, Sales, Team Building, Budgets, Public Speaking, Cash Handling, Consumer Lending, Mortgage Lending
Education
Delaware Technical and Community College-Terry 1998 — 2001
Business / Banking
Gap Inc. June 2007 - August 2007
Wilmington Trust July 2005 - May 2006
Children and Families First May 2000 - August 2002
Skills
Morningstar, Bloomberg Terminal
Education
Delaware State University 2006 — 2013
Bachelor of Science (B.S.), Banking and Financial Support Services
Sussex County Federal Credit Union Marketing, Business Development, and Business ServicesSussex County Federal Credit UnionJanuary 2013 - Present
Sussex County Federal Credit Union April 2007 - Present
Wilmington Trust 2001 - 2007
Skills
Consumer Lending, Banking, Loans, Customer Service, New Business Development, Credit, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Lending, Microsoft Office, Cash Management, Marketing, Social Media
Education
Delaware Technical and Community College-Stanton-Wilmington
Psychology
Delaware Technical and Community College-Terry
Sociology
Valore Partners September 2013 - Present
Wilmington Trust November 2008 - September 2013
Freeport-McMoRan Copper & Gold Inc. January 2008 - November 2008
Revana January 2004 - January 2008
Skills
Software Development, Network Administration, Network Engineering, Web Development, .NET, C#, VB.NET, ASP.NET MVC, ASP.NET, Entity Framework, LINQ, jQuery, SQL, IIS, WCF, MVC, Visual Studio, XML, T-SQL, Microsoft SQL Server, Web Applications, Agile Methodologies
Education
DeVry University Phoenix
Key National Trust Company of Delaware January 2012 - Present
KeyBank, NA November 2011 - Present
Wells Fargo Bank March 2010 - October 2011
Wilmington Trust May 2003 - March 2010
Vanguard February 2001 - March 2003
The Bryn Mawr Trust Company 1997 - 2001
Skills
Private Wealth..., Cultivating..., Trust Management, Estate Planning, Wealth Management, High Net Worth..., Wealth, Wealth Management..., Investment Advisory, Financial Risk, Trust Services, Management, Trusts, Hedge Funds, Investments, Alternative Investments, Financial Services, Leadership, Retirement, Financial Planners, Private Banking, Investment Management, Insurance, Retirement Planning, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Risk Management, Securities, Portfolio Management, Mortgage Lending, Asset Management, Investment Strategies, Mutual Funds, Loans, Banking, Bonds, Equities, Series 63, Commercial Lending, Series 7, Credit
Education
Eastern University 2002 — 2004
MBA, Business
University of Massachusetts Boston 1992 — 1995
BA, Political Science/History
The Tramore Group 2014 - Present
Carlisle & Gallagher Consulting Group February 2011 - June 2014
The Tramore Group 2014 - 2014
Boy Scouts of America 2012 - 2013
Wilmington Trust October 2000 - February 2011
Bank One 1999 - 2000
UPS 1989 - 1999
Skills
Vendor Management, Banking, Process Improvement, Business Analysis, Risk Management, Financial Services, Business Process..., SDLC, Business Process..., PMO, Change Management, Strategic Planning, Management, Management Consulting, Program Management, Requirements Analysis, Outsourcing, Operations Management, Business Process Design, Business Transformation, Payments, Continuous Improvement, Analysis, Leadership, Strategy, Business Process, Enterprise Software, Access, Project Management
Education
Duquesne University 1998 — 2000
MBA, IT
Duquesne University 1988 — 1992
BS in Business Administration, Accounting
Wilmington Trust June 2013 - Present
BNY Mellon September 2011 - December 2012
PNC Global Investment Services February 2007 - June 2011
PFPC Inc. February 2005 - June 2007
Eastern Caribbean Central Bank - Basseterre, St. Kitts W.I. January 1997 - December 2000
Coco-Cola Bottling Company December 1993 - January 1996
Skills
Financial Reporting, Hedge Funds, Account Reconciliation, Financial Analysis, Auditing, General Ledger, Sarbanes-Oxley Act, Mutual Funds, Investments, Tax, Financial Accounting, Budgets, Fund Accounting
Education
Wilmington College 2013 — 2014
Master of Business Administration (MBA), Accounting, 3.9
Villanova University 2011 — 2011
Six Sigma Green Belt Training Certificate, Project Management
Wilmington College 2011 — 2011
Non-Degree, Advanced Financial Accounting, 4.0
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2010
Non-Degree, Accounting, 4.0
Widener University 2005 — 2005
Non-Degree, Tax Accounting, 3.5
City University of New York 2001 — 2004
Bachelor of Science, Management, 3.9
Wilmington Trust June 2014 - Present
UBS Financial Services Inc. January 2008 - August 2013
Consultant 2007 - 2008
Advanstar Communications 2005 - 2006
Consultant January 2001 - January 2005
Heinrich Bauer Verlag January 1988 - January 2001
Prentice-Hall State & Local Taxes January 1986 - January 1987
Skills
Editing, Content Development, Writing, Editorial, Newsletters, Press Releases, Marketing Communications, Management, Creative Writing, Email Marketing, Brochures, Copywriting, Books, Publishing, Publications, Marketing, Content Management, Digital Marketing, Web Content, Internal Communications, Corporate Communications, Magazines, Interviews, Copy Editing, Strategic Communications, Blogging, Media Relations
Education
Pace University School of Law
Juris Doctor, Law
The George Washington University 1977 — 1979
B.A., English Literature
Cornell University 1975 — 1977
Industrial and Labor Relations
M&T Bank February 2014 - Present
United Way of Delaware October 2011 - February 2014
M&T Bank 2005 - 2014
Wilmington Trust (acquired by M&T Bank) January 2010 - October 2011
Wilmington Trust (acquired by M&T Bank) January 2010 - October 2011
Wilmington Trust January 2006 - March 2010
Wilmington Trust January 1996 - January 2006
Education
Drexel University - LeBow College of Business 1981 — 1986
Bachelors
Villanova University
Smithbridge Asset Management April 1999 - Present
University of Delaware 2007 - 2011
Wilmington Trust April 1991 - April 1999
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1985
BS, Finance
LiquidHub October 2012 - Present
PMI Delaware Valley Chapter 2005 - 2014
The AmeriHealth Mercy Family of Companies November 2011 - June 2012
TD Bank October 2010 - July 2011
ModSpace November 2009 - September 2010
Wyeth Pharmaceuticals October 2008 - June 2009
State of Delaware, DHHS September 2007 - October 2008
Cardinal Health February 2007 - September 2007
Bank Of America February 2006 - November 2006
Wilmington Trust May 2005 - September 2005
Skills
Leadership Development, Mentoring, Strategic Planning, Contract Negotiation, Program Management, Management Consulting, Consulting, Security, Information Security..., PMP, Leadership, Management, Project Management, Business Process, Cross-functional Team..., CRM, Business Intelligence, Business Process..., MS Project, SharePoint, Project Planning, Software Documentation, Team Leadership, Quality Assurance, Governance, Software Development, Vendor Management, PMO, Enterprise Software, Resource Management, Databases, Data Warehousing, SDLC, Microsoft Project, Process Improvement
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
MBA, Decision & System Science (DSS)
Drexel University 1999 — 2000
Certificate, e-Commerce
Temple University - Fox School of Business and Management 1990 — 1994
BBA, Accounting & Law
Fairleigh Dickinson University-Metropolitan Campus 1977 — 1979
Engineering
Valley Forge Military Academy & College 1973 — 1977
Academic, Academic
Anderson Elder Law September 2014 - Present
Stradley Ronon September 2012 - Present
CDI Corporation April 2011 - July 2012
Drinker Biddle & Reath LLP December 2002 - April 2011
Merrill Lynch October 1999 - December 2001
Wilmington Trust July 1993 - October 1999
Main Line Federal 1990 - 1993
Skills
Process Improvement, Loans, Legal Compliance, Trusts
Education
Villanova University 2002 — 2002
Paralegal Certificate
Pennsylvania State University-Great Valley Graduate Center 1991 — 1994
Master of Management, Business
Drexel University - LeBow College of Business 1981 — 1986
B.S., Business
Eleutherian Trust Company February 2011 - Present
The Draft Review January 2004 - Present
Wilmington Trust January 2011 - December 2011
Wilmington Trust April 2009 - April 2010
APBR 1995 - 2010
Wilmington Trust April 2003 - May 2006
NBA Draft.net 2002 - 2005
Wilmington Trust October 2002 - November 2003
Wilmington Trust October 2000 - October 2001
Wilmington Trust October 1999 - December 2000
Skills
Strategic Planning, Project Management, Coaching, Management, Public Speaking, Research, Business Analysis, Leadership, Analysis, Microsoft Office, Team Leadership, Customer Service, Fundraising, Risk Management, Team Building, Marketing, Banking, Organizational..., New Business Development, Social Networking, Social Media
Education
Delaware Technical and Community College-Stanton-Wilmington
Salem Community College
Wilmington Trust May 2011 - Present
Goldman Sachs February 2009 - April 2011
J.P. Morgan 2007 - 2009
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA) Candidate
Westminster College
Bachelor of Science (BS), Business/Marketing and Economics
MetLife December 2013 - Present
JPMorgan Chase July 2011 - December 2013
Wilmington Trust November 2005 - July 2011
MBNA, (Currently Bank of America) February 2001 - November 2005
mbna 2000 - 2005
PFPC (currently BNY Mellon) February 1999 - February 2001
PFPC (currently BNY Mellon) October 1996 - February 1999
BNY Mellon 1996 - 1999
Vanguard January 1993 - October 1996
Skills
Account Reconciliation, Financial Reporting, Finance, Accounting, General Ledger, Forecasting, Variance Analysis, Auditing, Access, Sarbanes-Oxley Act, Analysis, Budgets, Bloomberg, GAAP, Investments
Education
Wilmington College 2001 — 2003
Masters, Business Administration
Drexel University 1985 — 1990
Bachelor's Degree, Accounting
Wilmington Trust 2014 - Present
Cornell University, S.C. Johnson Graduate School of Management August 2012 - Present
M&T Bank June 2013 - August 2013
Advisors Asset Management, Inc. 2008 - 2012
SEI 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Research, Accounting, Customer Service, Bloomberg, Portfolio Management, Access, Financial Reporting, Outlook, Analysis, Equities, Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate - Class of 2014
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Finance and Accounting
Conestoga
Wilmington Trust July 2014 - Present
M&T Bank January 2012 - July 2014
PNC Bank May 2010 - December 2011
PNC Bank February 2009 - May 2010
JAY GROUP March 2008 - February 2009
Skills
Microsoft Office, IMS, CPI, Genesis, Lotus Notes, DDA, SVG, CDA, Branch Management, IMS DB/DC, Genesys, Banking, Management, Employee Training
Education
Community College of Allegheny County 2010 — 2011
Business Management
Kutztown University (2002 - 2003) 2002 — 2003
Psychology
DuPont October 2011 - Present
Wilmington Trust March 2010 - October 2011
Wilmington Trust October 2008 - March 2010
Wilmington Trust October 2006 - October 2008
Hay Group October 2005 - October 2006
Hay Group May 2004 - October 2005
Johnson Matthey July 2003 - May 2004
GlaxoSmithKline 2002 - 2003
Skills
Training, Talent Acquisition, Human Resources, HRIS, Recruiting, Employee Benefits, Leadership, Employee Relations, Deferred Compensation
Education
Drexel University - LeBow College of Business 1998 — 2003
Bachelor of Science, Human Resources and Marketing
Villanova University
Valley Forge Casino Resort April 2012 - July 2012
Wilmington Trust November 2010 - March 2012
Harrah's Chester Casino & Racetrack November 2006 - November 2010
Harrah's Entertainment 2006 - November 2010
Harrah's and Horseshoe Council Bluffs 2005 - 2006
Harrah's Shreveport 2001 - 2004
Millennium Broadway Hotel & Conference January 1994 - August 1999
Skills
Strategic Leadership, Marketing Strategy, Operations, Developing New Markets, Opening New Markets, Customer Analytics, Direct Marketing, Marketing Management, Strategic Communications, Non-profits, Media & Entertainment, Hospitality Management, Marketing Research, Brand Development, Customer Loyalty, Loyalty Marketing, Sales Operations, Sales Management, Cross-functional Team..., Driving Revenue, Hotel Management, Event Management, Revenue Management, Recruitment/Retention, Diversity Strategy, Vendor Management, Brand Loyalty, Revenue Analysis, Customer Analysis, Loyalty Programs, Hospitality, Casino, Gaming Industry, Budgets, Marketing, Food & Beverage, Email Marketing, Database Marketing, Online Marketing, Hotels, Resorts, Gaming, VIP, Social Media Marketing, Hospitality Industry, Customer Acquisition, Relationship Marketing, Nonprofits, Forecasting, Market Planning
Education
Cornell University 1999 — 2001
MMH
ESSEC Business School 2000 — 2000
MBA @ IMHI
Pace University
BBA
The Blackstone Group May 2013 - Present
Credit Suisse Securities April 2010 - May 2013
Wilmington Trust January 2007 - January 2009
Skills
Wall Street Office - WSO, CDO Suite, Bloomberg, Everest, Structured Finance, Alternative Investments, ABS, Financial Risk, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Structured Products, Equities, Investment Banking, Credit Derivatives, Bonds, CDO, Valuation
Education
New York University 2008 — 2010
Professional Certificate in Financial Risk Management and Derivatives Modeling
Ecole supérieure de Gestion 2006 — 2007
Masters, Business Administration
Ecole supérieure de Gestion 2002 — 2005
Bachelor of Science in International Business Management, International Relations
Wilmington Trust August 2013 - Present
Self January 2008 - August 2013
Merrill Lynch October 2011 - April 2012
Nationwide Insurance August 2007 - December 2010
JPMorgan Chase January 2005 - August 2007
JPMorgan Chase February 2000 - January 2005
Vanguard May 1997 - February 2000
Merion Matters 1996 - 1997
Journal Register Company 1995 - 1996
Thomson Reuters 1993 - 1995
Skills
Financial Advisory, Wealth Management, Private Banking, Special Needs, International Business, 401k Rollovers, Retirement Plan..., Series 7, Business Communications, Public Policy, Politics, Editing, Wealth Management..., Selling, Financial Planners, Private Equity, Leadership, Mutual Funds, Portfolio Management, CRM, Insurance, Mergers & Acquisitions, Training, Banking, International Capital..., Corporate Finance, Policy Writing, Manage Client..., Customer Contact, Consultative Selling, ACT CRM, Insurance Planning, Web Content, Autism Spectrum..., Salesforce.com, Special Needs Planning, Management, Start-ups, Marketing, Competitive Analysis, Business Planning, Email Marketing, Policy, Nonprofits, Finance, Small Business, Series 63, Relationship Management, Financial Risk, Consulting
Education
Eastern University 2001 — 2003
MBA, Business - New Ventures, 3.8 G.P.A.
Gettysburg College 1987 — 1992
B.A., English, Spanish
None May 2013 - Present
SunTrust Bank July 2012 - May 2013
Wilmington Trust February 2006 - August 2011
TD Bank Group fka Commerce Bank June 2001 - February 2006
Skills
Customer Service, Process Improvement, Microsoft Excel, Software Documentation, Credit, Outlook, Account Management, Time Management, Research, Microsoft Word, Teamwork, Microsoft Office, Team Building, Banking, Interviews, PowerPoint, Social Media
Education
Eastern University 1995 — 1997
BA, Organizational Management
Peirce College, Philadelphia, PA 1985 — 1987
AA, Paralegal Studies
Wilmington Trust September 2013 - Present
BlackRock January 2013 - August 2013
HSBC Global Banking and Markets 2011 - 2012
Education
Thomas Edison State College 2015 — 2017
Bachelor’s Degree, Business Administration, Management and Operations
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
CUNY York College 2006 — 2007
Paralegal Certification, Civil Litigation, Trust & Estate planning. legal research and writing.
Wilmington Trust August 2015 - Present
M&T Bank March 2014 - September 2015
Wells Fargo December 2012 - February 2014
Philadelphia Freedoms March 2012 - August 2012
Wilmington Blue Rocks February 2011 - September 2011
Comcast-Spectacor May 2008 - May 2009
CBS Radio May 2004 - May 2008
Skills
Salesforce.com, Microsoft Office, Sports Management, PowerPoint, Public Relations, Customer Relations, Writing, Press Releases, Cold Calling, Public Speaking, Research, Email Marketing, Sports Marketing, Sales
Education
Delaware Valley College 2004 — 2010
Sports Management
Delaware Valley College
Master of Business Administration (MBA)
Friess Associates October 1995 - Present
FRIESS ASSOCIATES OF DE, LLC -- GREENVILLE, DE October 1995 - Present
WILMINGTON TRUST COMPANY (M&T BANK) -- WILMINGTON, DE June 1986 - July 1995
Wilmington Trust 1986 - July 1995
Skills
Customer Relations, Customer Service, Administration, Administrative Support, Typing, Inventory Management, Telephone Skills, Administrative..., System Administration, Microsoft Office, Process Scheduler, PowerPoint, Access, Office Management, Outlook, Policy, Research, Time Management, Administrative..., Event Planning, Leadership, Public Speaking, Strategic Planning
Education
Wilmington College 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services
Delaware Technical and Community College-Stanton-Wilmington 1982 — 1985
Associate's degree, Business Administration and Management, General
The Eloquent Investor October 2014 - Present
Abbot Downing September 2006 - Present
Warren County Community College (Abromitis Online Learning) August 2013 - December 2013
Warren County Community College (Abromitis Online Learning) August 2011 - December 2011
Wilmington Trust 2001 - 2006
Skills
Asset Allocation, Alternative Investments, Investments, Wealth Management, Macroeconomics, Investment Strategies, Investment Management, Hedge Funds, Equities, Asset Management, Fixed Income, Investment Advisory, Mutual Funds, Series 7, Portfolio Management
Education
Villanova University 2010 — 2013
Masters of Taxation
Drexel University 2003 — 2005
MBA
Penn State University 1997 — 2001
Archmere Academy 1994 — 1997
High School
Peachtree Investment Advisors April 2006 - Present
Wilmington Trust January 2005 - April 2006
Balentine & Company July 1996 - January 2005
Education
Davidson College 1979 — 1983
Bachelor of Arts (B.A.), Economics
The Westminster Schools
JPMorgan Chase July 2011 - Present
Wilmington Trust April 2007 - September 2011
GMAC-RFC December 1999 - April 2007
SSBA / MBNA Corporation April 1989 - December 1999
Skills
MS Project, Metastorm ProVision, MS Access, MS Office Suite, SQL, Basic, Access, Process Improvement, Management, Program Management, Banking, Agile Methodologies, Business Process, Budgets, Metastorm, Quality Assurance, Microsoft Office, Project Management, Analysis, Requirements Analysis, Human Resources, Team Leadership, Business Intelligence, Team Management, Project Planning, Business Analysis, SharePoint, Crystal Reports, Risk Management, Software Project..., Visio, Vendor Management, Project Portfolio..., Testing, PMO, Change Management, SDLC, Software Documentation, Release Management, Business Requirements, Integration, Waterfall, Requirements Gathering, IT Management, IT Strategy, Enterprise Software, Financial Services, User Acceptance Testing, Business Process..., Microsoft Project
Education
Drexel University - LeBow College of Business
Master's Certification, Project Management
University of Oklahoma
B.A.
Turnberry Solutions October 2014 - Present
Apex Systems March 2014 - September 2014
Independence Blue Cross December 2008 - March 2014
MISI Company July 2008 - December 2008
KEENOTES COMPANY August 2004 - December 2008
Wilmington Trust July 2006 - July 2008
Interactive Business Systems, Inc. July 2005 - July 2006
Northwestern Mutual 2005 - 2006
Undisclosed Software Development Shop 2004 - 2005
MBNA Technology August 1996 - June 2004
Skills
Unix, SDLC, Release Management, Visio, Requirements Analysis, Project Management, TFS, Change Management, Software Configuration..., Software Project..., HP-UX, Team Foundation Server, Solaris, ant, Anthill, XP, RUP, Microsoft SQL Server, AntHillPro, Visual Basic, Analysis, ITIL, SharePoint, Requirements Gathering, DB2, AIX, Windows Server, Building Management..., Subversion, Maven, Nexus, Arifactory, AccuRev, Powershell, Business Analysis
Education
Drexel University 2009 — 2009
B.S., Information Systems
Kennedy Western University 2004 — 2005
B.S., Management of Technology
Control Data Institute 1984 — 1985
Certification Programming Technology
Wilmington Trust January 2014 - Present
Capital One May 2012 - December 2013
ING DIRECT March 2011 - May 2012
ING DIRECT March 2008 - March 2011
VEHattire November 2005 - March 2008
Skills
Self Starter, Multitasker, Microsoft Office, Banking, Credit, Customer Service, Customer Satisfaction, Sales, Time Management, Adaptable to Changes, Great Motivator, Microsoft Excel, PowerPoint, Outlook, Analysis, Leadership, Forecasting, Data Analysis, Coaching, Sales Management, Customer Experience, Call Centers, Management
Education
Wilmington College 2008 — 2011
BS, Business Management
Delaware Technical and Community College-Stanton-Wilmington 2002 — 2005
Associates, Marketing
Wilmington Trust June 2011 - Present
Education
DePaul University 2013 — 2013
Certificate, Client Relationship Management (CRM)
Goldey Beacom College 1977 — 1979
Wilmington Trust July 2015 - Present
Tildenrow Partners October 2014 - April 2015
C.L. King & Associates May 2014 - August 2014
Glanstone Capital February 2014 - June 2014
Endemol USA October 2012 - February 2013
America's Got Talent May 2012 - September 2012
Freelance May 2009 - April 2012
Let's Make a Deal May 2010 - February 2012
Fremantlemedia 2010 - 2012
Let's Make a Deal June 2011 - December 2011
Skills
Television, Video Production, Film Production, Producing, Production Budgeting, Film, Entertainment, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Equity Valuation, Corporate Finance, Project Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, General
Villanova University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
M&T Bank July 2013 - Present
Beacon Hill Staffing Group April 2013 - June 2013
Wilmington Trust August 2005 - March 2007
Wilmington Trust December 2004 - August 2005
Wilmington Trust November 2001 - December 2004
Wilmington Trust August 1998 - November 2001
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, Risk Management, Release Management, Waterfall, Project Management, Requirements Gathering, Process Improvement, Software Project..., MS Project, Requirements Analysis, Organization, Internal Communications, Software Quality...
Education
University of Delaware 1988 — 1993
Bachelor of Arts (B.A.), Economics
University of Delaware 2000 — 2000
Computer Applications Program, Project Management and System Analysis
Delaware Technical and Community College-Stanton-Wilmington 2000 — 2000
Certificate Program, Web Designer
Wilmington Trust Company 2010 - Present
Wilmington Trust 2002 - 2010
PNC Advisors January 1999 - January 2002
THE KILLEN GROUP January 1997 - January 1999
Mellon Bank January 1994 - January 1996
CHARLES SCHWAB & CO. INC January 1991 - January 1993
FIRST OPTIONS OF CHICAGO(Division of Goldman Sachs) January 1986 - January 1990
THE CHICAGO CORPORATION(Division of ABN AMRO) January 1980 - January 1985
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Compliance, Institutional, Investment Policy, Asset Management, Portfolio Management, Derivatives, Risk Management, Asset Allocation, Hedge Funds, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Drexel University
Bachelor of Science, Business Administration
CFA
Bank of America 2008 - Present
Leisure Fitness Inc November 2007 - August 2008
International Justice Mission 2005 - 2007
Mike's Famous Harley Davidson 2005 - 2007
Wilmington Trust 1999 - 2000
Wilmington Trust 1999 - 2000
Skills
Art Direction, Photoshop, Creative Strategy, Marketing, Creative Direction, Graphic Design, Direct Mail, Advertising, Logo Design, Art, Graphics, Brochures
Education
Drexel University
Graphic Design
Self employed May 2015 - Present
Western Window Systems January 2013 - May 2015
Naumann Hobbs Material Handling, INC September 2012 - February 2013
Toyota Financial Services May 2012 - December 2012
Wilmington Trust April 2012 - May 2012
Syntel October 2011 - February 2012
Freeport - McMoRan Copper & Gold Inc. January 2011 - October 2011
Blood Systems Inc. April 2010 - October 2010
Arizona Fire Management Dept. August 2008 - April 2010
UnitedHealth Group December 2007 - August 2008
Skills
Data Warehousing, Oracle, Microsoft SQL Server, SQL, Databases, SharePoint, PL/SQL, Business Intelligence, Requirements Analysis, Business Analysis, Crystal Reports, Requirements Gathering, Integration, SSIS, Visual Basic, Visio, ETL, Songwriting, Musicians, Bass Guitar, Database Design, Project Management, ERP, Systems Analysis, Enterprise Architecture, Software Development, Information Technology, Database Administration, Process Improvement
Education
Dawson College 1989 — 1992
DEC, MIS.... Bachelor's of Science.
Champlain College, longueil, qc 1987 — 1988
N/A, Business Administration and Management, General
Wilmington Trust June 2010 - Present
White and Williams LLP September 2004 - August 2010
Wilmington Trust 1996 - 2001
Skills
Portfolio Management, Finance, Loans, Real Estate, Investments, Securities
Education
Villanova University School of Law 2001 — 2004
JD
Dickinson College 1992 — 1996
BA, History
The Hotchkiss School 1989 — 1992
West Capital Management January 2015 - Present
Daemion Counseling Center January 2015 - Present
The Vanguard Group March 2011 - January 2015
SeventySix Capital August 2010 - February 2011
Hamilton Lane April 2009 - September 2009
Wilmington Trust April 2008 - September 2008
Skills
Bloomberg, Private Equity, DCF, Microsoft Excel, Venture Capital, Trading, Fixed Income, Real Estate, Valuation, Due Diligence, PowerPoint, Bloomberg Terminal, Access, Financial Modeling, Investments, Finance, Portfolio Management, Mutual Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
BS, Finance
CFA Level III Candidate
Nuveen Investments June 2011 - Present
Wilmington Trust September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Allocation, Private Equity, Investment Management, Finance, Analysis, Market Research, Strategy, Equities, Financial Analysis, Leadership, Alternative Investments, CRM, Fixed Income, Valuation, Mutual Funds, Treasury, Hedge Funds, Asset Management, Equity Research, Management, Quantitative Analytics, Securities, Investment Strategies, Bloomberg Terminal
Education
Pepperdine University 2009 — 2011
MBA, Finance, General
Dongbei University of Finance and Economics
Master of Science, Finance
Dongbei University of Finance and Economics
Bachelor of Economics, Finance
Beneco September 2014 - Present
Groundwork Ministries December 2012 - Present
Beneco May 2014 - September 2014
Beneco January 2014 - May 2014
Wilmington Trust August 2011 - January 2014
Jackson Hewitt January 2013 - April 2013
Concordia University, Nebraska August 2009 - May 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Account Reconciliation, Analysis, Process Improvement, Management, Budgets, Finance, Team Building, Customer Service, Leadership, Microsoft Word, Strategic Planning
Education
Concordia University-Seward 2009 — 2011
MBA, Finance
Concordia University-Seward 2004 — 2008
Bachelor of Arts (B.A.), Business Administration
Wilmington Trust November 2014 - Present
PNC March 2013 - November 2014
Lionstone Capital Manangement October 2008 - March 2013
Natixis Capital Markets August 2005 - October 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Equities, Derivatives, VBA, Structured Products, Visual Basic, Access, SQL, Database Design, Equity Research, Manager Selection, Private Equity, Real Estate
Education
Columbia University in the City of New York 2003 — 2005
Masters, Electrical Engineering
University of Vermont 1997 — 2001
BA, Mathematics
Newton South 1991 — 1995
PNC Wealth Management April 2011 - Present
Wilmington Trust September 2008 - April 2011
BNY Mellon Wealth Management September 2007 - September 2008
PNC Wealth Management June 2005 - September 2007
PNC Wealth Management September 2002 - June 2005
Skills
Wealth Management, Portfolio Management
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 1999 — 2002
JD
Saint Vincent College 1994 — 1998
BS, Finance
Wilmington Trust November 2012 - Present
CIBER, Inc. November 1999 - November 2012
Software Design Concepts 1995 - 1999
NSTL 1985 - 1995
Skills
SDLC, Strategic Planning, Requirements Analysis, Vendor Management
Education
Drexel University 1982 — 1987
Bachelor's degree, Business Administration, Management of Computer Information Systems
W.L. Gore & Associates January 2006 - Present
Village of Arden 2004 - Present
The Arden Page June 1996 - Present
Fernwood Associates January 2003 - January 2006
DuPont 1995 - 2003
Lisa T Mullinax 1991 - 1994
Wilmington Trust 1986 - 1991
Wilmington Trust 1985 - 1991
Jay Gundel & Associates, Inc. 1983 - 1985
Ardencraft 1972 - 1985
Skills
Marketing Communications, Marketing Strategy, Product Launch, Corporate Communications, Internal Communications, Public Relations, Cross-functional Team..., Integrated Marketing, Marketing, Competitive Analysis, B2B, Product Marketing, Brand Development, Lead Generation, Social Media Marketing, Corporate Branding, Advertising, Press Releases, Creative Direction, Web Design, Online Marketing, Direct Marketing, Media Relations, Email Marketing, Marketing Management, Editing, Brand Management, Market Planning, Trade Shows, SEO, Digital Marketing, Strategic Communications, Market Research, Copywriting, Strategy, Online Advertising, Global Marketing, Market Analysis, Product Management, Brand Awareness, Management, Strategic Partnerships, Market Development, Web Analytics, Web Marketing, Start-ups, E-commerce, Commercialization, Web Content Management, Digital Strategy
Education
Delaware College of Art and Design 2002 — 2003
University of Delaware 1974 — 1979
BA, Fine Art, Psychology
Edgesource Corporation October 2009 - Present
Wilmington Trust February 2006 - October 2009
Skills
SDLC, Microsoft SQL Server, SQL, Requirements Analysis, XML, JavaScript, Software Development, T-SQL, C#, VB.NET
Education
East Carolina University 1997 — 2000
KeyBanc Capital Markets August 2010 - Present
Boenning & Scattergood March 2006 - August 2010
Emerging Growth Equities July 2005 - March 2006
Wilmington Trust June 2002 - July 2005
Hole Brothers 2000 - 2002
Accenture September 1998 - September 2000
Education
Drexel University 2003 — 2005
MBA
Villanova University 1994 — 1998
Stony Brook University August 2014 - Present
Self Employed May 2009 - Present
Curtis Charles Photography, LLC January 2001 - Present
Wilmington Trust 2007 - 2009
Nomura Securities International 1998 - 2007
Skills
Information Technology, System Administration, Project Management, Network Administration, Active Directory, Microsoft Exchange, Disaster Recovery, Vendor Management, Integration, Servers, ITIL, Troubleshooting, Security, Technical Support, Video Production, Team Building, Photography, Event Photography, Wedding Photography, Video Editing, IT Management, Networking, IT Infrastructure..., Business Analysis, Systems Engineering, Operating Systems, System Deployment, Windows, Real Estate, IT Operations, DNS, Enterprise Architecture, Group Policy, Business Continuity, Problem Solving, Real Estate Photography
Education
Stony Brook University
Project Management Certificate
Dowling College
Master of Business Administration (M.B.A.), Management
Canine Creature Comforts June 2013 - September 2013
Macy's October 2011 - September 2012
Macy's East April 2008 - October 2011
Bank of America September 2010 - December 2010
Bank of America November 2009 - August 2010
MetLife April 1989 - July 2007
Wilmington Trust 1981 - 1982
Skills
Office Administration, Leadership, Coaching, Customer Service, Customer Retention, Teller Operations, Operations Management, Staff Development, Staff Management, Retail Banking, Microsoft Office, Kronos, Taleo, Retail, Hiring, Employee Training
Education
Delaware Valley College
Bachelor's Degree, Ornamental horticulture w minor in Business Administration
Newark High School
High School Diploma, College Prep
Wilmington Trust Company April 2008 - Present
Wilmington Trust April 1999 - Present
Household Retail Services August 1996 - April 1999
Wells Fargo September 1989 - June 1996
Skills
Portfolio Management, Securities, Financial Services, Capital Markets, Relationship Management, Banking, Microsoft Office, Office Administration, Organization, Customer Service, Human Resources, 10 Key, Trust Services, Alternative Investments, Corporate Trust, Wealth Management, Mutual Funds, Asset Allocation
Education
Delaware Technical and Community College-Stanton-Wilmington 1997 — 1998
Palo Alto High School
Baker Tilly Virchow Krause, LLP October 2014 - Present
ParenteBeard LLC May 2011 - October 2014
Wilmington Trust August 2010 - April 2011
Broadview Networks December 2008 - August 2010
Verizon Buisness November 2007 - August 2008
Unisys Corporation December 2006 - October 2007
Skills
Cisco Technologies, Troubleshooting, Cisco Call Manager, Cisco UCS, Cisco VoIP, Network Architecture, Cisco Security, VMware Networking, Cisco Nexus, Netscaler, Bluecoat Proxies, Riverbed, MPLS VPN, Cisco Wireless, Aruba Wireless, Cisco Routers, Telecommunications, QoS, Palo Alto Firewall, Nortel Meridian, Avaya IP Telephony, Juniper Switches, Solarwinds, Peregrine, Cisco ASA, Metaswitch, JUNOS, FCoE, iSCSI, Wan Optimization, Fibre Channel, Enterprise Architecture, Frame Relay, Virtualization, Networking, Juniper, DNS, Unix, ISDN, Computer Network..., Active Directory, Windows Server, BMC Remedy, Disaster Recovery, Data Center, Business Continuity, IT Management, ASA, VMware
Education
DeVry University 2002 — 2006
Bachelor of Science, Network Communications Management
SMART DEVINE July 2014 - Present
ISACA - Philadelphia Chapter 2011 - Present
BDO USA, LLP October 2012 - June 2014
BDO USA, LLP March 2011 - October 2012
LECG March 2005 - March 2011
Wilmington Trust 2004 - 2005
DuPont Performance Elastomers August 2002 - July 2003
CSC September 1999 - August 2002
Skills
Sarbanes-Oxley Act, IT Audit, Business Analysis, Process Improvement, Internal Audit, Sarbanes-Oxley, Auditing, Risk Management, Project Management, Program Management, Enterprise Risk..., Change Management, Risk Assessment, Financial Analysis, Accounting, Internal Controls, Management Consulting, SAS70, CISA, Strategic Planning, Analysis, Information Technology, Business Process..., Governance, Software Documentation
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Master of Business Administration (MBA), Information Technology
Drexel University - LeBow College of Business 1996 — 1999
BSBA, Management Information Systems
Boehringer Ingelheim 2008 - Present
UnitedHealth Group 2006 - 2008
IBM Global Services 2004 - 2006
Wilmington Trust 2003 - 2004
Sun Oil Company (Sunoco) 2001 - 2003
University of Pennsylvania 2001 - 2002
Philadelphia Water Deplartment 1999 - 2000
Skills
Enterprise Architecture, Integration, Virtualization, Visio, Disaster Recovery, Active Directory, VMware, ITIL, Unix, Requirements Analysis, IT Management, Windows Server, SharePoint, System Administration, Vendor Management, Data Center, SDLC, Microsoft Exchange, Business Intelligence, Security, Cisco Technologies, Project Management, Software Documentation, IT Operations, Citrix, SAN
Education
Walden University 2013 — 2016
Doctor of Business Administration, Information Systems Management
Drexel University 2009 — 2011
Masters of Science, Information Science
Project Management Institute 2007 — 2007
Project Management Professional
Drexel University 1998 — 2003
Bachelors of Science, Information Systems and Technology
Wilmington Trust August 2010 - Present
J.P. Morgan December 1994 - August 2010
Skills
SDLC, Business Analysis, PMO, Vendor Management, Process Improvement, Project Management, IT Management, Risk Management, Software Project..., Requirements Analysis, Banking, Program Management, Requirements Gathering, Software Development, Financial Services, PMP, Visio, IT Strategy
Education
Drexel University 1997 — 2000
MSIS, Information Systems
University of Delaware 1989 — 1993
BSBA, Marketing - MIS/DSS
NFI August 2012 - March 2015
Catapult Learning March 2011 - July 2012
Comcast November 2010 - March 2011
Radian May 2009 - November 2010
Wilmington Trust January 2007 - May 2009
Wilmington Trust November 2004 - December 2006
Wilmington Trust June 2004 - October 2004
Skills
ADP PayForce, iCIMS, ADP ReportSmith, ADP Reporting, Cognos BI, MS Access, ADP Payroll, Performance Management, HRIS, Recruiting, Ultipro
Education
Drexel University 2000 — 2004
Bachelor's
Villanova University 1999 — 2000
Upper Darby High School 1995 — 1999
LMCG Investments April 2005 - Present
Rockefeller & Co., Inc. August 2001 - April 2005
State Street November 1992 - August 2001
State Street Global Advisors 1992 - 2001
State Street Global Advisors (SSgA) 1992 - 2001
PanAgora Asset Management October 1987 - November 1992
Wilmington Trust July 1983 - October 1987
Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management
Education
Vanderbilt University - Owen Graduate School of Management 1980 — 1982
MBA, Finance
Duke University 1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics
Wilmington Trust December 2006 - Present
Verizon Wireless August 2001 - May 2005
Verizon Wireless August 2001 - May 2005
Education
Wilmington University 2009 — 2011
MBA, Public Administration
Delaware State University 1996 — 2001
BS, Business Administration/Communications
US Bank January 2012 - Present
Wilmington Trust November 1998 - January 2012
Skills
Loans, Finance, Fixed Income, Capital Markets, Financial Services, Banking, Portfolio Management, Credit, Due Diligence, Financial Analysis, Project Finance, Risk Management, Securities, Structured Finance
Education
Duquesne University 1985 — 1989
B.S. Buisness Administration, Accounting
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Matrix Financial Solutions April 2015 - Present
Wilmington Trust June 2010 - April 2015
2Wire September 2008 - April 2010
Volt Technical Resources October 2006 - February 2008
Northern Exposure Computer Center February 2004 - September 2006
Eastern Wyoming College January 2001 - December 2005
Skills
Troubleshooting, Testing, Automation, Access, Help Desk Support, Software Quality..., XP, Visio, Software Documentation, TCP/IP, Unix, Active Directory, Outlook, VBScript, Windows, Windows NT, SharePoint, JIRA, Linux, SQL, Software Installation
Education
DeVry University Phoenix 2006 — 2010
Bachelor's degree, CIS, Computer Security, Computer Forensics
Eastern Wyoming College 2000 — 2002
Associate's degree, Computer and Information Sciences, General
TD September 2012 - Present
TD Bank March 2011 - September 2012
Wilmington Trust May 2006 - March 2011
KPMG August 2004 - April 2006
New York Focus April 1999 - June 2001
ING Bank, Sofia, Bulgaria July 1996 - December 1998
SofiaBank (after multiple mergers, at present - UniCredit Bulbank, Sofia, Bulgaria) September 1994 - June 1996
SofiaBank (after multiple mergers, at present - UniCredit Bulbank, Sofia, Bulgaria) December 1992 - August 1994
Skills
Risk Based Integrated..., SOX Compliance, PwC TeamMate, Regulatory Compliance, Computer Assisted Audit..., Commercial and Retail..., Financial Reporting, Sarbanes-Oxley Act, Auditing, Internal Controls, Process Improvement, Risk Management, Banking, Financial Audits, IT Audit, Account Reconciliation, Analysis, CPA, Enterprise Risk..., General Ledger, Financial Risk, Sarbanes-Oxley, Accounting, SEC filings
Education
Drexel University
Master of Science, Accounting
TransMarket Group, L.L.C. May 2014 - Present
TransMarket Group, L.L.C. October 2013 - January 2014
Self-Employed June 2009 - December 2010
Wilmington Trust June 2008 - August 2008
Knight Capital Partners March 2008 - May 2008
Skills
Options, Bloomberg, Trading, Equities, Derivatives, Trading Systems
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2014
Master of Financial Engineering
Columbia University in the City of New York 2011 — 2012
Post-Baccalaureate, Quantitative Studies for Finance
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Time Customer Service Inc. August 1998 - Present
Wilmington Trust 1988 - 1998
Skills
AIX, Unix, Linux, Solaris, Servers, Oracle, Open Source, z/OS, zSeries, z/VM, Technical Support, Infrastructure, Cloud Computing, Data Center, Disaster Recovery, Enterprise Architecture, IBM AIX, Vendor Management, Enterprise Software, Integration, SDLC, Virtualization, IT Strategy, Professional Services, Management, Leadership
Education
University of Pennsylvania - The Wharton School 1993 — 1995
EMBA, Business Administration and Management, General
East Carolina University 1981 — 1985
BA, Computer Science w/ Minor in Business
Wilmington Trust March 2006 - Present
Wilmington Trust 2006 - 2015
Wilmington Trust October 2010 - March 2012
Skills
Budgets, Recruiting, HRIS, Employee Engagement, Human Resources, Talent Management, Training, Customer Service, Staff Development, Banking, Succession Planning, Analysis, Personnel Management, Performance Management, Deferred Compensation, Employee Relations, Organizational..., Employee Benefits, Management
Education
Wilmington University 2000 — 2002
Master of Education Technology, Education
University of Delaware 1997 — 1999
Stratigic Planning and Development
Delaware State University 1984 — 1989
B.S., Health and Physical Education
Merrill Lynch March 2014 - Present
Wilmington Trust June 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - July 2010
TD Bank Group January 2003 - September 2008
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Estate Planning, ETFs, Stocks, Bonds, Financial Services, Finance, Series 7, Investment Management, Credit, Loans
Education
Delaware State University 2005 — 2006
MBA, Business Administration
University of Delaware 1998 — 2002
Political Science, Economics
Leaders in Marketing in the Greater Philadelphia Area 2011 - Present
DataMark, Inc. October 1998 - Present
Wilmington Trust April 1989 - July 1998
The Franklin Mint 1988 - 1989
The Melior Group 1986 - 1988
Skills
Direct Mail, Troubleshooting, Customer Relations, Small Business, Direct Marketing, Analytics, Marketing Strategy, Strategic Planning, Market Research, Business Development, Product Management, Customer Service, Advertising, Leadership
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Marketing/Investment
Trinity College-Hartford 1977 — 1981
BA, Fine Art/Economics
The Haverford School
Wilmington Trust 2003 - Present
GreenPowerSport 2011 - 2012
Wilmington Trust 1999 - 2003
Wilmington Trust 1996 - 1999
Software Design Concepts 1993 - 1996
DuPont 1989 - 1993
Skills
Wealth Management, Mutual Funds, Asset Allocation, Business Analysis, Alternative Investments, Portfolio Management, Investment Management, Equities, Financial Services, Securities, Fixed Income, Hedge Funds, Wealth Management..., Bonds, Investment Advisory, Investment Strategies, Asset Management, High Net Worth..., Series 63, Series 7, Investments, Relationship Management, Bloomberg
Education
Drexel University 1991 — 1993
MBA, Information Sys/International Bus
Drexel University 1984 — 1989
Bachelor's Degree, Management Information Systems
Wilmington Trust July 2007 - Present
Skills
Banking, Corporate Trust, Structured Finance, Bonds, Securitization, Fixed Income, ABS, Capital Markets, Loans
Education
Duquesne University 1988 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
Santander Bank, N.A. December 2013 - Present
Goldey-Beacom College September 2012 - Present
M&T Bank August 2011 - December 2013
Wilmington Trust January 2008 - August 2011
Wilmington Trust December 2004 - December 2007
Skills
Credit Risk, Loans, Risk Management, Portfolio Management, Credit, Finance, Commercial Lending, Banking, Corporate Finance, Financial Structuring, Credit Analysis, Cash Management, Trade Finance, Managerial Finance, Fixed Income, International Trade, Analysis
Education
Drexel University 2008 — 2010
MBA, Finance, 3.96
ELS
Prudential Retirement October 2011 - Present
Wilmington Trust June 2008 - July 2011
Charles Schwab 2007 - 2008
Vanguard 2003 - 2007
Skills
Qualified Retirement..., Retirement Planning, Securities, Investments, Risk Management, Fixed Annuities, Insurance, Investment Management, Series 7, Defined Benefit, Wealth Management, Pensions, Investment Advisory
Education
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), History
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), Spanish
Eastern Illinois University 1994 — 1999
Bachelor of Arts (BA), Economics
Charleston High School 1990 — 1994
SEI April 2013 - Present
Wilmington Trust December 2011 - July 2012
NIIT Technologies Limited October 1998 - November 2011
SEI March 2008 - April 2009
SEI May 2007 - February 2008
SEI December 2004 - April 2007
SEI October 2002 - November 2004
SEI October 1998 - October 2002
DMRC May 1995 - October 1998
Skills
SDLC, Software Project..., Business Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Web Services, Offshoring, C#, Software Development, Solution Architecture, Cross-functional Team..., Business Process, Quality Assurance
Education
University of Pune 1992 — 1995
Masters, Computer Applications
Delhi University 1989 — 1992
Bachelors, Sciences
Aberdeen Asset Management 2011 - Present
Brandywine Global October 1998 - May 2011
Wilmington Trust 1995 - 1998
PFPC 1992 - 1995
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University - LeBow College of Business 1990 — 1995
BA, Marketing
N/A 2009 - Present
New Hampshire Insurance 2000 - 2009
Wilmington Trust 1995 - 2000
Skills
Risk Management, Credit, Financial Analysis, Strategic Planning, Budgets, PowerPoint, Business Analysis, Insurance, Management, Vendor Management, Leadership, Strategic Financial..., Microsoft Word, Portfolio Management, Sales, Mortgage Lending, Accounting
Education
Delaware Valley College
Bachelor's degree, Business Administration and Management, General
Wilmington University
Masters, Management
Lincoln Investment March 2014 - Present
Sovereign Santander April 2013 - March 2014
WSFS Investments May 2011 - 2012
Citizens Investment Services April 2010 - May 2011
Merrill Lynch April 2004 - April 2010
Wilmington Trust July 1997 - April 2004
First Union October 1990 - July 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investment Strategies, Finance, Retirement Planning, Asset Allocation, Asset Management, Financial Planning
Education
La Salle University 1986 — 2000
BA, Business, Finance, International Studies
Drexel University 1994 — 1998
MBA, Economics
Wilmington Trust June 2015 - Present
American Council on Gift Annuities April 2009 - Present
State Street Global Advisors November 2013 - June 2015
State Street Global Advisors June 2007 - November 2013
State Street Global Advisors 2007 - 2009
State Street Global Advisors December 1999 - June 2007
Smith Barney December 1995 - November 1999
Skills
Investments, Fixed Income, Asset Managment, Finance, Investment Management, Capital Markets, Portfolio Management, Asset Management, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Series 63, Bloomberg, Valuation, Financial Services, Alternative Investments, Equities, Series 7, Derivatives, New Business Development, Investment Strategies, Wealth Management, Emerging Markets, Investment Advisory, Private Equity, Bonds, Relationship Management, Financial Modeling, Financial Markets
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
Masters, Finance
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
CFA Institute
CFA, Finance
Fulton Bank, N.A. Delaware National Division January 2011 - Present
Delaware State Chamber of Commerce 2008 - Present
Wilmington Trust September 2001 - January 2011
Wilmington Trust Company March 2000 - September 2001
Wilmington Trust Company March 1998 - March 2000
Conectiv Services January 1997 - March 1998
PNC BANK, DELAWARE (previously Bank of Delaware) December 1990 - December 1996
MANUFACTURERS HANOVER BANK (DELAWARE) April 1987 - September 1990
PROVIDENT NATIONAL BANK December 1986 - April 1987
Provident National Bank September 1985 - December 1986
Skills
Commercial Banking, Banking, Portfolio Management, Loans, Commercial Lending, Credit
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, Finance
Smith College 1981 — 1985
AB, Economics
Smith College 1981 — 1985
Bachelor of Arts Degree, Economics
COMMUNITY ENGAGEMENT
Delaware Community Foundation
Drexel University
Masters, Business Administration; Finance
Wilmington Trust May 2006 - Present
Gunnip & Company 1991 - April 2006
Skills
Wealth Management, Investments, Tax, Mutual Funds, High Net Worth..., Financial Services, Portfolio Management, Investment Advisory, Strategic Financial..., Asset Management, Asset Allocation, Estate Planning, Securities, Wealth Management..., Alternative Investments, Financial Planning
Education
Drexel University
Master of Business Administration (M.B.A.), Taxation
Villanova University
Bachelor of Arts (B.A.), Accounting and Business/Management
TriState Capital Bank April 2014 - Present
Bank of America June 2010 - April 2014
Wilmington Trust 2001 - June 2010
First Union/Corestates Bank 1991 - 2001
Skills
Commercial Banking, Banking, Credit, Portfolio Management, Commercial Lending, Financial Analysis, Loans, Credit Analysis, Risk Management, Finance, Cash Management, Small Business Lending, Credit Risk, Treasury Management, Asset Based Lending, Managerial Finance, Financial Risk
Education
Villanova University 1996 — 1998
MBA, Finance
Dickinson College 1986 — 1990
BA, Policy and Management Studies
Wilmington Trust 2011 - Present
Wachovia, A Wells Fargo Company 2004 - 2011
Skills
Wealth Management
Education
Drexel University - LeBow College of Business 1998 — 2004
The Bancorp September 2015 - Present
The Bancorp Bank October 2012 - Present
The Bancorp Bank November 2011 - October 2012
Wilmington Trust August 2008 - September 2011
Safeway October 2004 - December 2007
Skills
Loans, Banking, Credit, Customer Service
Education
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Business, Management, Marketing, and Related Support Services
Wilmington Trust August 2003 - Present
Skills
Financial Analysis, Investments
Education
Delaware State University
Bachelor of Science (BS), Business Administration and Management, General
Wilmington Trust 1997 - March 2010
Wilmington Trust 1993 - 1997
Wilmington Trust November 1981 - 1992
Skills
Inventory Management, Document Management, Procurement, Purchasing, Photocopier, Vendor Management, Process Improvement, Business Analysis, Problem Solving, Strategic Planning, Customer Service, Word, Team Building, Contract Negotiation, Customer Relations, Account Management, Contract Management, Negotiation, Administration, Vendor Relations, Operations Management, Continuous Improvement, Team Leadership, Analysis, Coaching, Program Management, Customer Satisfaction, Business Process..., Fax, Documentation, Troubleshooting, Logistics, Project Planning, Outsourcing, Teamwork, Cost Reduction, Service Management, SLA, Supply Chain Management, Solution Selling, Office Equipment, Software Documentation, Access, Risk Management, Disaster Recovery, Leadership, Technical Support, Training, Business Continuity, Visio
Education
Drexel University - LeBow College of Business
No, General Business
Wilmington Trust June 2006 - Present
Education
Connecticut College
Thunderbird
MBA
Wilmington Trust May 2006 - Present
ING Funds June 2004 - May 2006
National Advisory 2000 - 2006
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Risk Management, Internal Controls, Accounting, Financial Services, Banking, Finance, Due Diligence, Investments, Asset Management, Portfolio Management, Credit, Financial Risk, Process Improvement
Education
Drexel University 1998 — 2000
Master of Business Administration (M.B.A.), Management Information Systems
Temple University - Fox School of Business and Management 1982 — 1987
Bachelor of Business Administration, Accounting
Bank of New York Mellon June 2013 - Present
Wilmington Trust December 2006 - May 2013
M & T Bank December 2006 - May 2013
CBI Group March 2005 - December 2006
CBI Group January 2005 - January 2006
Verizon Wireless August 2001 - May 2005
Verizon Wireless January 2003 - January 2005
Verizon Wireless January 2001 - January 2003
Delaware State University January 1999 - January 2001
Skills
Human Resources, Loans, Credit, Personnel Management, Lotus Notes, Government, Process Scheduler, Mortgage Lending
Education
Wilmington University 2009 — 2011
Master of Public Administration (MPA)
Wilmington University 2009 — 2011
Master of Science, Public Administration
Delaware State University 1996 — 2001
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Delaware State University 1996 — 2001
Bachelor of Science, Business Administration; Finance and Operations Management
M&T Bank September 2011 - December 2012
Wilmington Trust March 2002 - September 2011
PNC September 1991 - September 2001
Skills
Credit, Vendor Management, SDLC, Loans, Mortgage Lending, Consumer Lending, Management, Banking, Loan Origination, Disaster Recovery, Business Analysis, Process Improvement, Risk Management, Visio, Portfolio Management, Project Management, Change Management, Project Portfolio..., SharePoint, Leadership, PMO, Business Continuity, Software Documentation, Integration, Enterprise Architecture, IT Management, Financial Services, IT Strategy, Budgets
Education
Delaware Technical and Community College-Stanton-Wilmington 1989 — 1992
AAS, Computer and Information Systems
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Wilmington Trust May 2009 - August 2009
Education
Davidson College 2007 — 2011
Kent State University 2009 — 2009
Economics, Political Science
The Agnes Irwin School 1994 — 2007
Wilmington Trust January 2012 - Present
Wilmington Trust August 2010 - January 2012
Toll Brothers May 2007 - August 2010
Skills
Banking, Customer Service, Real Estate, Financial Analysis, Relationship Management, Marketing, Microsoft Office, Sales, Microsoft Excel, Budgets, Contract Negotiation, Team Building, Process Scheduler
Education
West Chester University of Pennsylvania 2004 — 2006
BS, Business Management
Delaware County Community College 2002 — 2004
AS, Business Administration
Wilmington Trust April 2007 - Present
Meradia Group 1999 - 2007
Education
Drexel University 1981 — 1986
BA, Commerce and Engineering
Wilmington Trust September 2005 - Present
EXPRESS October 2004 - September 2006
Education
Delaware State University 2000 — 2004
Bachelor's, Business Management
Wilmington Trust June 1988 - Present
Beneficial Mortgage Corporation April 1983 - April 1986
Tecot Electric Company June 1981 - 1983
Skills
Banking, Mortgage Servicing, Advocacy, Volunteering, Mortgage Lending, Software Documentation, Commercial Banking, Small Business Lending
Education
Delaware Technical and Community College-Stanton-Wilmington 1985 — 1993
Business Administration and Management, General
Mt. Pleasant High School 1978 — 1981
Wilmington Trust June 1986 - Present
Education
Delaware State University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Wilmington Trust September 2007 - September 2011
Wilmington Trust May 1998 - June 2007
Skills
Risk Management, Vendor Management, Data Center, ITIL, Process Improvement, Banking, Disaster Recovery, Visio, Software Documentation, Project Planning, SDLC, Technical Support, Business Continuity, Business Analysis, Program Management, Budgets, Business Process..., IT Management, Project Management, Management, Operating Systems, Change Management, Team Leadership, Business Intelligence, Software Project..., Requirements Analysis
Education
Delaware Technical and Community College-Stanton-Wilmington
Giant Food November 2013 - Present
Giant Food July 2012 - October 2013
Safeway December 2003 - June 2012
Laurence Weinberger, Esquire May 2003 - August 2003
Lincoln University January 2003 - May 2003
Roz DuPont Books March 2002 - June 2002
Earlham College September 1998 - December 2001
Wilmington Trust May 1999 - August 1999
First USA May 1998 - August 1998
Skills
Research, Data Entry, Microsoft Office, Sales, Filing, Telephone Skills, Microsoft Word, Customer Service, PowerPoint, Event Planning, Social Media, Microsoft Excel, Fundraising, Public Speaking, Nonprofits
Education
Earlham College 1997 — 2003
BA, History
Kennett High School 1993 — 1997
Diploma, College Prep
JPMorgan Chase August 2012 - Present
Bank of New York Mellon May 2010 - August 2012
Wilmington Trust October 2006 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Services, Banking, Microsoft Word, Customer Service, Outlook, Investments, Asset Management, Risk Management, Access, Research, Lotus Notes, Securities, Social Media, Financial Analysis
Education
Delaware State University 2001 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
K. Hovnanian Homes May 2006 - Present
Wilmington Trust March 2000 - May 2005
Skills
New Home Sales, Single Family Homes, Residential Homes, Real Estate, First Time Home Buyers, Real Estate Transactions, Townhomes, Referrals, Closings
Education
Delaware Technical and Community College-Stanton-Wilmington 1992 — 1995
Associate of Arts (A.A.), Early Childhood Education and Teaching
Long & Foster Companies February 2013 - July 2013
McConnell Johnson Real Estate/ SolarDock 2007 - 2012
Winner Automotive Group 1997 - 2007
Wilmington Trust 1997 - 1999
Skills
Account Reconciliation, Fixed Assets, Accounts Receivable, Customer Service, Microsoft Word, Variance Analysis, Fixed Asset Management, General Ledger, Bank Reconciliation, Financial Statements, Accounting, Accounts Payable, Invoicing, Payroll, Budgets
Education
University of Delaware 1995 — 1999
Bachelor's Degree Program, Accounting and Finance
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration, Management and Marketing
delaware school of real estate 2009 — 2010
Real Estate Salesperson, Real Estate
Wilmington Trust January 1998 - Present
First National Bank of Maryland May 1995 - January 1998
Skills
Chartered Financial..., Spanish-speaking
Education
Dickinson College 1985 — 1990
Bachelor of Arts (B.A.), Economics
Wilmington Trust April 2007 - Present
Meradia Group 1999 - 2007
Education
Drexel University
BS
WSFS Bank January 2003 - Present
BMO Harris Bank 2001 - 2003
PNC 1995 - 2001
PNC 1992 - 1995
Wilmington Trust August 1988 - 1992
Delta Air Lines May 1965 - 1987
Skills
Portfolio Management, Investments, Private Banking, Banking, Credit, Risk Management, Finance, Financial Analysis, Management, Credit Analysis
Education
Woodrow Wilson Law School 1974 — 1975
Master of Laws (LL.M.), Taxation
Woodrow Wilson Law School 1972 — 1974
Doctor of Law (J.D.), Law
East Carolina University 1957 — 1960
Bachelor of Applied Science (B.A.Sc.), Mathmatics
Wilmington Trust July 2013 - Present
Wilmington Trust an Affiliate of M&T Bank May 2012 - Present
J.P. Morgan March 2002 - March 2011
Education
Widener University-Delaware Campus 2011 — 2012
Certificate, Paralegal
Eastern Michigan University 1978 — 1980
Bachelor of Science (BS), Criminal Law
First Republic Private Wealth Management February 2015 - Present
Wilmington Trust June 2006 - February 2015
Education
Thunderbird School of Global Management 1990 — 1992
MBA, International Finance
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Psychology