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
Lisa Matteen Lisa Matteen's Wilmington Trust Experience 1998 - 1998
Job Product Development Manager at Lund International
Industry Automotive
Experience
Lund International 2015 - Present
AGCO Corporation October 2008 - December 2014
AGCO Corporation April 2002 - September 2008
Lithonia Lighting 1999 - 2001
Lithonia Lighting 1998 - 1999
Wilmington Trust 1998 - 1998
Wilmington Trust Company 1996 - 1998
Smith Barney Trust Company 1995 - 1996
Skills
Cross-functional Team..., Competitive Analysis, Pricing, Product Marketing, Marketing Management, Product Development, Project Management, Product Management, Market Analysis, Process Improvement, Manufacturing, Analysis, Sales, New Business Development, Forecasting, Retail, Budgets, Business Intelligence, Start-ups, Competitive Intelligence, Product Lifecycle..., Management, Six Sigma, Salesforce.com, Marketing, Marketing Strategy, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA)
Georgia Institute of Technology
Lund International 2015 - Present
AGCO Corporation October 2008 - December 2014
AGCO Corporation April 2002 - September 2008
Lithonia Lighting 1999 - 2001
Lithonia Lighting 1998 - 1999
Wilmington Trust 1998 - 1998
Wilmington Trust Company 1996 - 1998
Smith Barney Trust Company 1995 - 1996
Skills
Cross-functional Team..., Competitive Analysis, Pricing, Product Marketing, Marketing Management, Product Development, Project Management, Product Management, Market Analysis, Process Improvement, Manufacturing, Analysis, Sales, New Business Development, Forecasting, Retail, Budgets, Business Intelligence, Start-ups, Competitive Intelligence, Product Lifecycle..., Management, Six Sigma, Salesforce.com, Marketing, Marketing Strategy, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA)
Georgia Institute of Technology
Luis Santiago, MBA Luis Santiago, MBA's Wilmington Trust Experience 2010 - 2011
Job Vice President, Senior Auditor at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Goldey-Beacom College - Alumni Association August 2011 - Present
ALPFA July 2011 - February 2014
M&T Bank August 2010 - August 2012
Forman Mills July 2009 - August 2012
Wilmington Trust 2010 - 2011
Goldey-Beacom College May 2009 - August 2009
JCPenney August 2006 - December 2008
JCPenney August 2005 - August 2006
Skills
Credit, Loans, Credit Analysis, Financial Risk, Cash Flow, Time Management, Underwriting, Financial Analysis, Accounting, Customer Service, Auditing, Risk Management, Microsoft Excel, Banking, Microsoft Office, Research, Forecasting, Finance, Leadership, Management
Education
Goldey Beacom College 2010 — 2012
MBA, Finance, 3.82 GPA
RMA - Temple University 2010 — 2010
Certificate, Commercial Lending School
Goldey Beacom College 2005 — 2010
BS in Business Administration, International Business Management, 3.27 GPA
Bank of America September 2012 - Present
Goldey-Beacom College - Alumni Association August 2011 - Present
ALPFA July 2011 - February 2014
M&T Bank August 2010 - August 2012
Forman Mills July 2009 - August 2012
Wilmington Trust 2010 - 2011
Goldey-Beacom College May 2009 - August 2009
JCPenney August 2006 - December 2008
JCPenney August 2005 - August 2006
Skills
Credit, Loans, Credit Analysis, Financial Risk, Cash Flow, Time Management, Underwriting, Financial Analysis, Accounting, Customer Service, Auditing, Risk Management, Microsoft Excel, Banking, Microsoft Office, Research, Forecasting, Finance, Leadership, Management
Education
Goldey Beacom College 2010 — 2012
MBA, Finance, 3.82 GPA
RMA - Temple University 2010 — 2010
Certificate, Commercial Lending School
Goldey Beacom College 2005 — 2010
BS in Business Administration, International Business Management, 3.27 GPA
Leslie Barringer Leslie Barringer's Wilmington Trust Experience 2001 - 2004
Job Compensation Consultant at MidAtlantic Employers Association (MEA)
Industry Pharmaceuticals
Experience
MidAtlantic Employers Association (MEA) January 2015 - Present
MidAtlantic Employers Association (MEA) August 2013 - December 2014
Teva Pharmaceuticals 2011 - 2012
Cephalon August 2007 - October 2011
VIASYS Healthcare April 2004 - August 2007
Wilmington Trust 2001 - 2004
PwC 1993 - 2001
Devereux 1988 - 1993
Skills
Human Resources, Deferred Compensation, Personnel Management, Vendor Management, Employee Training, Management, Payroll
Education
West Chester University of Pennsylvania
MA, Industrial/Organizational Psychology
Gettysburg College
BA, Major: Psychology. Minor: Music Performance
MidAtlantic Employers Association (MEA) January 2015 - Present
MidAtlantic Employers Association (MEA) August 2013 - December 2014
Teva Pharmaceuticals 2011 - 2012
Cephalon August 2007 - October 2011
VIASYS Healthcare April 2004 - August 2007
Wilmington Trust 2001 - 2004
PwC 1993 - 2001
Devereux 1988 - 1993
Skills
Human Resources, Deferred Compensation, Personnel Management, Vendor Management, Employee Training, Management, Payroll
Education
West Chester University of Pennsylvania
MA, Industrial/Organizational Psychology
Gettysburg College
BA, Major: Psychology. Minor: Music Performance
Kathryn Guest Sandoval Kathryn Guest Sandoval's Wilmington Trust Experience 2006 - 2009
Job Client Service Manager, Client Relationship Team at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust 2006 - 2009
Wells Fargo 1999 - 2005
Skills
Wealth Management
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Balentine December 2009 - Present
Wilmington Trust 2006 - 2009
Wells Fargo 1999 - 2005
Skills
Wealth Management
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Virginia Karablacas Virginia Karablacas's Wilmington Trust Experience 1994 - 1997
Job
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
ADP April 2013 - September 2013
ADP July 2012 - April 2013
M&T Bank June 2011 - February 2012
Wilmington Trust Company September 2008 - August 2011
Wilmington Trust Company July 2001 - September 2008
Wilmington Trust Company 1999 - 2001
Wilmington Trust Company 1997 - 1999
Wilmington Trust 1994 - 1997
Skills
Leadership, Influencing..., Process Improvement, Problem Resolution, Budget Management, Type II SAS 70, Internal Audit, Service Delivery, Written and Oral..., Client Implementation, Staff Development, Staff Management, Business Planning, Sales, Relationship Management, Human Resources, Project Management, Project Planning, CRM, Budgets, Management, Vendor Management, Strategic Planning, Talent Acquisition, Program Management, Financial Services, Risk Management, Auditing, Banking, Financial Analysis, Negotiation, Accounting, Employee Benefits, Defined Benefit, Business Development, Integration, Time Management, Problem Solving, Mutual Funds
Education
Goldey-Beacom College 1985 — 1989
B.S.
Wells Fargo October 2013 - Present
ADP April 2013 - September 2013
ADP July 2012 - April 2013
M&T Bank June 2011 - February 2012
Wilmington Trust Company September 2008 - August 2011
Wilmington Trust Company July 2001 - September 2008
Wilmington Trust Company 1999 - 2001
Wilmington Trust Company 1997 - 1999
Wilmington Trust 1994 - 1997
Skills
Leadership, Influencing..., Process Improvement, Problem Resolution, Budget Management, Type II SAS 70, Internal Audit, Service Delivery, Written and Oral..., Client Implementation, Staff Development, Staff Management, Business Planning, Sales, Relationship Management, Human Resources, Project Management, Project Planning, CRM, Budgets, Management, Vendor Management, Strategic Planning, Talent Acquisition, Program Management, Financial Services, Risk Management, Auditing, Banking, Financial Analysis, Negotiation, Accounting, Employee Benefits, Defined Benefit, Business Development, Integration, Time Management, Problem Solving, Mutual Funds
Education
Goldey-Beacom College 1985 — 1989
B.S.
Jeffrey Delay Jeffrey Delay's Wilmington Trust Experience July 1999 - October 2000
Job New venture
Industry Financial Services
Experience
Self Employed October 2014 - Present
TD October 2012 - September 2014
PNC October 2000 - October 2012
Wilmington Trust July 1999 - October 2000
United States Marine Corps 1990 - 1994
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Loans, Credit, Credit Risk, Consumer Lending, Middle Market, Lines Of Credit, Asset Based Lending, Banking
Education
Goldey Beacom College 1998 — 2000
Bachelors, Finance
The College of Southern Maryland 1997 — 1998
Associate of Science (AS), Business Administration and Management, General
Self Employed October 2014 - Present
TD October 2012 - September 2014
PNC October 2000 - October 2012
Wilmington Trust July 1999 - October 2000
United States Marine Corps 1990 - 1994
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Loans, Credit, Credit Risk, Consumer Lending, Middle Market, Lines Of Credit, Asset Based Lending, Banking
Education
Goldey Beacom College 1998 — 2000
Bachelors, Finance
The College of Southern Maryland 1997 — 1998
Associate of Science (AS), Business Administration and Management, General
Jessi Gentile's Wilmington Trust Experience May 2008 - August 2008
Job
Industry Accounting
Experience
Mercedes-Benz of Denver March 2014 - Present
Ed Bozarth Chevrolet October 2013 - February 2014
BNY Mellon December 2012 - February 2013
Wilmington Trust May 2008 - August 2008
Skills
Microsoft Excel, Sales Management, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Customer Satisfaction, Inventory Management, Sales, Team Building, Customer Retention, Negotiation
Education
Goldey Beacom College 2012 — 2012
MBA, Finance
Goldey Beacom College 2006 — 2008
BS, Accounting
Galax High School
High school
Mercedes-Benz of Denver March 2014 - Present
Ed Bozarth Chevrolet October 2013 - February 2014
BNY Mellon December 2012 - February 2013
Wilmington Trust May 2008 - August 2008
Skills
Microsoft Excel, Sales Management, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Customer Satisfaction, Inventory Management, Sales, Team Building, Customer Retention, Negotiation
Education
Goldey Beacom College 2012 — 2012
MBA, Finance
Goldey Beacom College 2006 — 2008
BS, Accounting
Galax High School
High school
Benjamin S. Harris, CFA Benjamin S. Harris, CFA's Wilmington Trust Experience 2009 - 2012
Job Senior Portfolio Manager at A. Montag & Associates
Industry Investment Management
Experience
A. Montag & Associates 2012 - Present
Wilmington Trust 2009 - 2012
BlackRock/Merrill Lynch Investment Managers 1999 - 2009
SunTrust Bank 1988 - 1999
P&G Engineers, Inc. 1982 - 1986
Education
Georgia State University 1986 — 1988
MBA, Finance
University of Tennessee 1977 — 1982
BS, Civil Engineering
A. Montag & Associates 2012 - Present
Wilmington Trust 2009 - 2012
BlackRock/Merrill Lynch Investment Managers 1999 - 2009
SunTrust Bank 1988 - 1999
P&G Engineers, Inc. 1982 - 1986
Education
Georgia State University 1986 — 1988
MBA, Finance
University of Tennessee 1977 — 1982
BS, Civil Engineering
JoAnne Owens Stout JoAnne Owens Stout's Wilmington Trust Experience 2007 - October 2009
Job Construction Loan Support Specialist at M&T Bank
Industry Banking
Experience
M&T Bank January 2015 - Present
M&T Bank October 2009 - January 2015
Wilmington Trust 2007 - October 2009
Wilmington Trust 1998 - 2006
O'Brien's Custom Painting 1997 - 2001
Wilmington Trust 1988 - 1997
Skills
Commercial Lending, Office Management, Bookkeeping, Personnel Management, Event Planning, Credit, Loans, Underwriting, Commercial Real Estate, Team Building, Sales, Credit Analysis, Customer Service, Banking, Financial Analysis, Portfolio Management, Finance, Management
Education
Goldey Beacom College
Associate of Science (A.S.), Office Administration
John Dickinson High School 1984 — 1987
M&T Bank January 2015 - Present
M&T Bank October 2009 - January 2015
Wilmington Trust 2007 - October 2009
Wilmington Trust 1998 - 2006
O'Brien's Custom Painting 1997 - 2001
Wilmington Trust 1988 - 1997
Skills
Commercial Lending, Office Management, Bookkeeping, Personnel Management, Event Planning, Credit, Loans, Underwriting, Commercial Real Estate, Team Building, Sales, Credit Analysis, Customer Service, Banking, Financial Analysis, Portfolio Management, Finance, Management
Education
Goldey Beacom College
Associate of Science (A.S.), Office Administration
John Dickinson High School 1984 — 1987
Joseph Beecher Joseph Beecher's Wilmington Trust Experience February 2014 - Present
Job Vice President Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust February 2014 - Present
Merrill Lynch September 2011 - February 2014
HSBC Securities October 2009 - September 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Employee Benefits, Capital Markets, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Investments, Series 63, Series 7, Strategic Financial..., Securities, Wealth Management, Hedge Funds
Education
State University of New York College at Buffalo 2002 — 2005
Bachelor of Science (BS), Economics
Fordham University 1999 — 2001
Economics
Canisius high school 1995 — 1999
1999, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wilmington Trust February 2014 - Present
Merrill Lynch September 2011 - February 2014
HSBC Securities October 2009 - September 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Employee Benefits, Capital Markets, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Investments, Series 63, Series 7, Strategic Financial..., Securities, Wealth Management, Hedge Funds
Education
State University of New York College at Buffalo 2002 — 2005
Bachelor of Science (BS), Economics
Fordham University 1999 — 2001
Economics
Canisius high school 1995 — 1999
1999, College/University Preparatory and Advanced High School/Secondary Diploma Program
Allison Gallo, CPLP Allison Gallo, CPLP's Wilmington Trust Experience June 2011 - August 2012
Job Trainer/Educator at State of Delaware Administrative Office of The Courts
Industry Professional Training & Coaching
Experience
State of Delaware August 2012 - Present
Wilmington Trust June 2011 - August 2012
JPMorgan Chase October 2008 - March 2011
JPMorganChase April 2007 - October 2009
JPMorgan Chase January 2005 - April 2007
JPMorganChase July 2003 - January 2005
JPMorganChase September 2001 - July 2003
JPMorganChase December 2000 - September 2001
JPMorgan Chase November 1998 - December 2000
Skills
Needs Analysis, New Hire Training, E-learning, Instructional Design, Presenter, Procedure Creation, Job Aids, Captivate, Articulate, Soft Skills, Instructor-led Training, E-Learning, Training Facilitation, Project Management, Performance Consulting, Leadership Development, Performance Improvement, Coaching, ADDIE, Blended Learning, Training, Learning Management..., Program Management, Employee Training, Leadership, Management, Process Improvement
Education
Goldey-Beacom College 1997 — 2003
Bachelors, Human Resource Management
Saint Joseph's University
Organizational Development and Leadership - Concentration in Adult Learning and Training
State of Delaware August 2012 - Present
Wilmington Trust June 2011 - August 2012
JPMorgan Chase October 2008 - March 2011
JPMorganChase April 2007 - October 2009
JPMorgan Chase January 2005 - April 2007
JPMorganChase July 2003 - January 2005
JPMorganChase September 2001 - July 2003
JPMorganChase December 2000 - September 2001
JPMorgan Chase November 1998 - December 2000
Skills
Needs Analysis, New Hire Training, E-learning, Instructional Design, Presenter, Procedure Creation, Job Aids, Captivate, Articulate, Soft Skills, Instructor-led Training, E-Learning, Training Facilitation, Project Management, Performance Consulting, Leadership Development, Performance Improvement, Coaching, ADDIE, Blended Learning, Training, Learning Management..., Program Management, Employee Training, Leadership, Management, Process Improvement
Education
Goldey-Beacom College 1997 — 2003
Bachelors, Human Resource Management
Saint Joseph's University
Organizational Development and Leadership - Concentration in Adult Learning and Training
Brian Morrisroe Brian Morrisroe's Wilmington Trust Experience May 2014 - Present
Job Senior Private Banker at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust May 2014 - Present
City National Bank October 2012 - January 2014
First Republic Bank July 2011 - July 2012
TD Wealth Management March 2004 - July 2011
Citigroup Private Bank 2001 - 2003
Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance, Accounting
SUNY Albany 1988 — 1992
BS, Business Administration
Wilmington Trust May 2014 - Present
City National Bank October 2012 - January 2014
First Republic Bank July 2011 - July 2012
TD Wealth Management March 2004 - July 2011
Citigroup Private Bank 2001 - 2003
Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance, Accounting
SUNY Albany 1988 — 1992
BS, Business Administration
Amy Moya Amy Moya's Wilmington Trust Experience August 2015 - Present
Job Corporate Trust Services at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2015 - Present
Law Offices of Susan E. Lederer January 2006 - August 2015
Law Offices of Susan E. Lederer November 2003 - January 2006
Western Michigan University Cooley Law School January 2002 - April 2002
Sixty Plus Elderlaw Clinic, Inc. September 2001 - April 2002
HCR ManorCare April 2000 - August 2000
Boscov's November 1993 - August 1999
Skills
Analytical Skills, Interview Skills, Legal Compliance, Wills, Powers of Attorney, Estate Planning, Trusts, Estate Law, Project Management, Estate Administration, Communication, Courts, Estate Tax Planning, Elder Law, Legal Assistance, Business Formation, Legal Writing, Asset Protection, Legal Advice, Legal Research, Legal Issues, Real Estate, Probate
Education
Thomas M. Cooley Law School 1999 — 2003
J.D., Law - Administrative & Constitutional Law
Penn State University 1997 — 1999
B.S., Public Policy
HACC, Central Pennsylvania's Community College 1994 — 1997
A.A., Paralegal Studies
Wilmington Trust August 2015 - Present
Law Offices of Susan E. Lederer January 2006 - August 2015
Law Offices of Susan E. Lederer November 2003 - January 2006
Western Michigan University Cooley Law School January 2002 - April 2002
Sixty Plus Elderlaw Clinic, Inc. September 2001 - April 2002
HCR ManorCare April 2000 - August 2000
Boscov's November 1993 - August 1999
Skills
Analytical Skills, Interview Skills, Legal Compliance, Wills, Powers of Attorney, Estate Planning, Trusts, Estate Law, Project Management, Estate Administration, Communication, Courts, Estate Tax Planning, Elder Law, Legal Assistance, Business Formation, Legal Writing, Asset Protection, Legal Advice, Legal Research, Legal Issues, Real Estate, Probate
Education
Thomas M. Cooley Law School 1999 — 2003
J.D., Law - Administrative & Constitutional Law
Penn State University 1997 — 1999
B.S., Public Policy
HACC, Central Pennsylvania's Community College 1994 — 1997
A.A., Paralegal Studies
Janel Jackson Janel Jackson's Wilmington Trust Experience October 2004 - June 2012
Job Chief of Staff to the Chief Investment Officer at Vanguard
Industry Financial Services
Kathy Cowan Kathy Cowan's Wilmington Trust Experience January 2011 - Present
Job Client Services Administrator at Wilmington Trust
Industry Banking
Experience
Wilmington Trust January 2011 - Present
Wilmington Trust April 2010 - December 2011
Wilmington Trust April 2007 - April 2010
St. Mark's United Methodist Church August 1999 - December 2007
Ashland Distribution/Hercules Inc. April 1987 - July 1996
Education
Goldey-Beacom College
Executive Assistant Administration
Wilmington Trust January 2011 - Present
Wilmington Trust April 2010 - December 2011
Wilmington Trust April 2007 - April 2010
St. Mark's United Methodist Church August 1999 - December 2007
Ashland Distribution/Hercules Inc. April 1987 - July 1996
Education
Goldey-Beacom College
Executive Assistant Administration
Stefanie Armijo Stefanie Armijo's Wilmington Trust Experience 1999 - Present
Job V.P. Client Services at Matrix Trust Company
Industry Financial Services
Experience
Wilmington Trust 1999 - Present
AST Capital Trust 1999 - 2008
AST Capital Trust/Security Trust Company 1999 - 2002
Universal Pensions, Inc. 1997 - 1999
Skills
Retirement, Process Improvement, Management, FINRA, Pensions, Corporate Actions, Financial Services, Wealth Management, Insurance, SDLC, Mergers, Relationship Management, Investment Management, Risk Management, ERISA, Banking, Operations Management, Retirement Planning, 401k, Investments, Financial Modeling, Vendor Management, Financial Advisory, Sarbanes-Oxley Act, Valuation, Mutual Funds, Leadership, Change Management, Defined Contribution, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Accounting, Asset Allocation, Team Building, Cash Management, CRM, Loans, Series 63, Project Management, Hedge Funds, Securities, Alternative Investments, Financial Analysis, Fixed Income, Defined Benefit, Series 6, Business Analysis, Investment Advisory
Education
Western New Mexico University 1993 — 1997
BA, Accounting
Glendale Community College 1993 — 1995
AA
Wilmington Trust 1999 - Present
AST Capital Trust 1999 - 2008
AST Capital Trust/Security Trust Company 1999 - 2002
Universal Pensions, Inc. 1997 - 1999
Skills
Retirement, Process Improvement, Management, FINRA, Pensions, Corporate Actions, Financial Services, Wealth Management, Insurance, SDLC, Mergers, Relationship Management, Investment Management, Risk Management, ERISA, Banking, Operations Management, Retirement Planning, 401k, Investments, Financial Modeling, Vendor Management, Financial Advisory, Sarbanes-Oxley Act, Valuation, Mutual Funds, Leadership, Change Management, Defined Contribution, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Accounting, Asset Allocation, Team Building, Cash Management, CRM, Loans, Series 63, Project Management, Hedge Funds, Securities, Alternative Investments, Financial Analysis, Fixed Income, Defined Benefit, Series 6, Business Analysis, Investment Advisory
Education
Western New Mexico University 1993 — 1997
BA, Accounting
Glendale Community College 1993 — 1995
AA
Tosha Towe Tosha Towe's Wilmington Trust Experience July 1989 - May 2011
Job Vice President at M&T Bank
Industry Banking
Experience
M&T Bank 2011 - Present
Wilmington Trust July 1989 - May 2011
Education
Goldey Beacom College 1996 — 2003
B.S., Business Administration, Finance
M&T Bank 2011 - Present
Wilmington Trust July 1989 - May 2011
Education
Goldey Beacom College 1996 — 2003
B.S., Business Administration, Finance
Cheryl Carey Cheryl Carey's Wilmington Trust Experience July 2006 - January 2007
Job Facilities Coordinator Jones Lang LaSalle at JPMorgan Chase
Industry Financial Services
Experience
Jones Lang LaSalle on the JPMorgan Chase Account February 2011 - Present
Crowley Wealth Mgmt February 2007 - November 2010
Wilmington Trust July 2006 - January 2007
Wilmington Trust October 2004 - July 2006
Wilmington Trust April 2002 - October 2004
Wilmington Trust June 1997 - April 2002
Skills
Outlook, PowerPoint, PeopleSoft, Notary Public, Payroll, Training, Management, Loans, Financial Services, Real Estate, Notary Public since 1989
Education
Goldey-Beacom College 2000 — 2002
Bachelors, Business Admin. with concentration in Human Resources
Goldey-Beacom College 1997 — 2000
Associates, Business Administration
Goldey-Beacom College
MBA, Business Administration with concentration in Human Resources
Jones Lang LaSalle on the JPMorgan Chase Account February 2011 - Present
Crowley Wealth Mgmt February 2007 - November 2010
Wilmington Trust July 2006 - January 2007
Wilmington Trust October 2004 - July 2006
Wilmington Trust April 2002 - October 2004
Wilmington Trust June 1997 - April 2002
Skills
Outlook, PowerPoint, PeopleSoft, Notary Public, Payroll, Training, Management, Loans, Financial Services, Real Estate, Notary Public since 1989
Education
Goldey-Beacom College 2000 — 2002
Bachelors, Business Admin. with concentration in Human Resources
Goldey-Beacom College 1997 — 2000
Associates, Business Administration
Goldey-Beacom College
MBA, Business Administration with concentration in Human Resources
Denise Sanders's Wilmington Trust Experience 1984 - 1995
Job Consultant with Rodan + Fields
Industry Nonprofit Organization Management
Experience
Rodan + Fields September 2015 - Present
Discover Goodwill of Southern & Western Colorado January 2015 - Present
Discover Goodwill of Southern & Western Colorado August 2011 - December 2014
Discover Goodwill of Southern & Western Colorado August 2008 - August 2011
Discover Goodwill of Southern & Western Colorado August 2006 - August 2008
Boys & Girls Clubs of the Pikes Peak Region January 2003 - January 2004
American Birding Association 2001 - 2002
El Pomar Foundation 1996 - 2001
Wilmington Trust 1984 - 1995
Skills
MS Office Suite, Raiser's Edge, Greater Giving Software, Development Management, Annual Giving, Event Planning, Fundraising, Budgeting, Volunteer Management, Microsoft Office, Event Management, Non-profits, Special Events, Fundraisers, Nonprofits, Newsletters, Public Relations, Marketing, Advertising, Grant Writing, Community Outreach, Management, Social Media, Leadership, Public Speaking, Budgets, Strategic Planning, Program Development, Customer Service, Editing
Education
Goldey-Beacom College
BS, Marketing Management
Widener University
Studies towards an MBA
Herringswell Manor School 1972 — 1978
High School Diploma
Rodan + Fields September 2015 - Present
Discover Goodwill of Southern & Western Colorado January 2015 - Present
Discover Goodwill of Southern & Western Colorado August 2011 - December 2014
Discover Goodwill of Southern & Western Colorado August 2008 - August 2011
Discover Goodwill of Southern & Western Colorado August 2006 - August 2008
Boys & Girls Clubs of the Pikes Peak Region January 2003 - January 2004
American Birding Association 2001 - 2002
El Pomar Foundation 1996 - 2001
Wilmington Trust 1984 - 1995
Skills
MS Office Suite, Raiser's Edge, Greater Giving Software, Development Management, Annual Giving, Event Planning, Fundraising, Budgeting, Volunteer Management, Microsoft Office, Event Management, Non-profits, Special Events, Fundraisers, Nonprofits, Newsletters, Public Relations, Marketing, Advertising, Grant Writing, Community Outreach, Management, Social Media, Leadership, Public Speaking, Budgets, Strategic Planning, Program Development, Customer Service, Editing
Education
Goldey-Beacom College
BS, Marketing Management
Widener University
Studies towards an MBA
Herringswell Manor School 1972 — 1978
High School Diploma
Linda Quinn Linda Quinn's Wilmington Trust Experience May 1995 - May 1997
Job at
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo Home Mortgage January 2010 - Present
Wells Fargo Auto Finance June 2004 - January 2011
Citibank May 1997 - January 2004
Wilmington Trust May 1995 - May 1997
Education
Goldey-Beacom College
Business Administration
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo Home Mortgage January 2010 - Present
Wells Fargo Auto Finance June 2004 - January 2011
Citibank May 1997 - January 2004
Wilmington Trust May 1995 - May 1997
Education
Goldey-Beacom College
Business Administration
Elizabeth Snyder Elizabeth Snyder's Wilmington Trust Experience May 2002 - February 2007
Job Principal at SignatureFD
Industry Financial Services
Experience
SignatureFD November 2014 - Present
Diversified Trust January 2011 - November 2014
Diversified Trust September 2009 - January 2011
GenSpring Family Offices February 2007 - September 2009
Wilmington Trust May 2002 - February 2007
SunTrust Bank April 1998 - May 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Alternative Investments, Asset Managment, Estate Tax Planning, Asset Allocation, Investment Management, Philanthropy, Asset Management, Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Securities, Wealth, Portfolio Management, Investment Advisory, Planned Giving, Private Equity, Equities, Retirement Planning, Financial Advisory, Fixed Income, Mutual Funds, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Marketing
Emory University 1992 — 1996
BA, Art History
SignatureFD November 2014 - Present
Diversified Trust January 2011 - November 2014
Diversified Trust September 2009 - January 2011
GenSpring Family Offices February 2007 - September 2009
Wilmington Trust May 2002 - February 2007
SunTrust Bank April 1998 - May 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Alternative Investments, Asset Managment, Estate Tax Planning, Asset Allocation, Investment Management, Philanthropy, Asset Management, Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Securities, Wealth, Portfolio Management, Investment Advisory, Planned Giving, Private Equity, Equities, Retirement Planning, Financial Advisory, Fixed Income, Mutual Funds, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Marketing
Emory University 1992 — 1996
BA, Art History
John (Jeb) Hannum John (Jeb) Hannum's Wilmington Trust Experience 1993 - 1996
Job Executive Director Virginia Equine Alliance (VEA)
Industry Nonprofit Organization Management
Experience
Virginia Equine Alliance (VEA) December 2014 - Present
Pennsylvania Horse Breeders Association June 2011 - December 2014
Berkshire Hathaway Fox & Roach, Realtors January 2007 - June 2011
Bristol-Myers Squibb 2005 - 2007
GlaxoSmithKline 2001 - 2004
Sancroft International Sustainability Consultancy 1999 - 2001
United Nations Foundation 1998 - 1999
Wilmington Trust 1993 - 1996
Skills
Corporate Communications, Government, Policy Analysis, Political Science, Political Campaigns, Project Management, Public Relations, Public Affairs, International Public..., Public Policy, Fundraising, Strategic Communications, Farms, Nonprofits, Speech Writing
Education
University of Pennsylvania 1995 — 1997
Master of Public Administration (MPA), Fels School of Government
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (B.A.), European History
The Lawrenceville School 1985 — 1988
Virginia Equine Alliance (VEA) December 2014 - Present
Pennsylvania Horse Breeders Association June 2011 - December 2014
Berkshire Hathaway Fox & Roach, Realtors January 2007 - June 2011
Bristol-Myers Squibb 2005 - 2007
GlaxoSmithKline 2001 - 2004
Sancroft International Sustainability Consultancy 1999 - 2001
United Nations Foundation 1998 - 1999
Wilmington Trust 1993 - 1996
Skills
Corporate Communications, Government, Policy Analysis, Political Science, Political Campaigns, Project Management, Public Relations, Public Affairs, International Public..., Public Policy, Fundraising, Strategic Communications, Farms, Nonprofits, Speech Writing
Education
University of Pennsylvania 1995 — 1997
Master of Public Administration (MPA), Fels School of Government
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (B.A.), European History
The Lawrenceville School 1985 — 1988
Joseph W.G. Brooks Joseph W.G. Brooks's Wilmington Trust Experience April 2010 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust April 2010 - Present
Morgan Stanley Smith Barney February 1993 - April 2010
Alex. Brown & Sons February 1989 - February 1993
Henry Ansbacher August 1986 - February 1989
Jack Morton Productions 1977 - 1983
Education
Fordham University - Graduate School of Business Administration 1984 — 1986
Master of Business Administration (MBA), Finance
Wilmington Trust April 2010 - Present
Morgan Stanley Smith Barney February 1993 - April 2010
Alex. Brown & Sons February 1989 - February 1993
Henry Ansbacher August 1986 - February 1989
Jack Morton Productions 1977 - 1983
Education
Fordham University - Graduate School of Business Administration 1984 — 1986
Master of Business Administration (MBA), Finance
Jason Ayers Jason Ayers's Wilmington Trust Experience June 2005 - September 2011
Job Finance Lead, Planning & Analysis at Barclaycard
Industry Financial Services
Experience
Barclaycard February 2013 - Present
Barclaycard September 2011 - February 2013
Wilmington Trust June 2005 - September 2011
MBNA / currently Bank of America 1996 - 2005
Skills
Management, Financial Reporting, Budgeting, Financial Modeling, Interest Rate Risk..., P&L Forecasting, Business Unit..., Budgets, Analysis, Business Planning, Cash Flow, Forecasting, Financial Services
Education
University of Delaware - Lerner College of Business and Economics
Master of Business Administration (M.B.A.), Finance
Goucher College 1991 — 1995
Bachelors, Business Management
Salesianum High School
Barclaycard February 2013 - Present
Barclaycard September 2011 - February 2013
Wilmington Trust June 2005 - September 2011
MBNA / currently Bank of America 1996 - 2005
Skills
Management, Financial Reporting, Budgeting, Financial Modeling, Interest Rate Risk..., P&L Forecasting, Business Unit..., Budgets, Analysis, Business Planning, Cash Flow, Forecasting, Financial Services
Education
University of Delaware - Lerner College of Business and Economics
Master of Business Administration (M.B.A.), Finance
Goucher College 1991 — 1995
Bachelors, Business Management
Salesianum High School
Charlotta vonWettberg's Wilmington Trust Experience January 2003 - July 2011
Job Vice President and Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
BNY Mellon July 2011 - November 2012
Wilmington Trust January 2003 - July 2011
PFPC Inc. January 2001 - January 2003
Skills
FINRA Series 6 and 63, MUTUAL FUNDS, COMPLIANCE, PROJECT MANAGEMENT, CUSTOMER SERVICE, Research, Project Management, Mutual Funds, Financial Analysis, Banking, Investments, Financial Services, Customer Service, Fixed Income, Securities, Alternative Investments, Finance, Asset Management, Portfolio Management, Equities
Education
Goldey Beacom College 1997 — 2000
Bachelor's degree, Business administration concentrating in International Business
BNY Mellon November 2012 - Present
BNY Mellon July 2011 - November 2012
Wilmington Trust January 2003 - July 2011
PFPC Inc. January 2001 - January 2003
Skills
FINRA Series 6 and 63, MUTUAL FUNDS, COMPLIANCE, PROJECT MANAGEMENT, CUSTOMER SERVICE, Research, Project Management, Mutual Funds, Financial Analysis, Banking, Investments, Financial Services, Customer Service, Fixed Income, Securities, Alternative Investments, Finance, Asset Management, Portfolio Management, Equities
Education
Goldey Beacom College 1997 — 2000
Bachelor's degree, Business administration concentrating in International Business
Christopher Brosius Christopher Brosius's Wilmington Trust Experience August 2007 - May 2011
Job Purchasing Manager at Pep Boys
Industry Automotive
Experience
Pep Boys May 2011 - Present
Wilmington Trust August 2007 - May 2011
Wilmington Trust October 2000 - August 2007
Moore North America (currently RR Donnelley) February 2000 - September 2000
Moore North America (currently RR Donnelley) July 1996 - February 2000
Skills
Credit, Materials Management, Relationship Management, Performance Management, Vendor Relationships, Re-engineering, Vendor Management, Team Building, Supply Chain Management, Contract Negotiation, Forecasting, Procurement, Budgets, Purchasing, Logistics, Project Management, Management, Software Documentation, Business Process, Financial Analysis, Negotiation
Education
Elizabethtown College 1992 — 1996
B.A. in Political Science, Concentration in Public Administration
Pep Boys May 2011 - Present
Wilmington Trust August 2007 - May 2011
Wilmington Trust October 2000 - August 2007
Moore North America (currently RR Donnelley) February 2000 - September 2000
Moore North America (currently RR Donnelley) July 1996 - February 2000
Skills
Credit, Materials Management, Relationship Management, Performance Management, Vendor Relationships, Re-engineering, Vendor Management, Team Building, Supply Chain Management, Contract Negotiation, Forecasting, Procurement, Budgets, Purchasing, Logistics, Project Management, Management, Software Documentation, Business Process, Financial Analysis, Negotiation
Education
Elizabethtown College 1992 — 1996
B.A. in Political Science, Concentration in Public Administration
Duane Menges Duane Menges's Wilmington Trust Experience February 1992 - May 2011
Job Database Administrator II at M&T Bank
Industry Banking
Experience
M&T Bank May 2011 - Present
Carlisle Events April 1984 - 2014
Wilmington Trust February 1992 - May 2011
The Franklin Mint January 1988 - February 1992
Consolidated Rail Corporation June 1984 - January 1988
Skills
DB2, SQL Server, Microsoft SQL Server, SQL
Education
Computer Learning Center 1983 — 1984
Certificate, Computer Programming
Penn State University 1981 — 1983
Associate of Science, Computer Science
Immaculata University
Bachelor of Arts, Business
M&T Bank May 2011 - Present
Carlisle Events April 1984 - 2014
Wilmington Trust February 1992 - May 2011
The Franklin Mint January 1988 - February 1992
Consolidated Rail Corporation June 1984 - January 1988
Skills
DB2, SQL Server, Microsoft SQL Server, SQL
Education
Computer Learning Center 1983 — 1984
Certificate, Computer Programming
Penn State University 1981 — 1983
Associate of Science, Computer Science
Immaculata University
Bachelor of Arts, Business
Connie Terry Connie Terry's Wilmington Trust Experience February 1992 - July 2008
Job Processing Assistant IV
Industry Government Relations
Experience
North Carolina Dept. Of Public Safety February 2013 - Present
Citizen Schools July 2011 - June 2012
Citizen Schools October 2008 - August 2011
Wilmington Trust February 1992 - July 2008
Skills
Data Entry, Banking, Microsoft Office, Team Leadership, Accounting, Teacher Training, Interpersonal..., Problem Solving, Interpersonal..., Event Planning, Community Outreach, Public Speaking, Volunteer Management, Nonprofits, Program Development, Leadership
Education
Everest University-Tampa 2010 — 2013
In Progress, Business Administration, Management and Operations, 3.5
American Institute for Bankers 1994 — 1998
Earned Diploma, Accounting and Finance
North Carolina Dept. Of Public Safety February 2013 - Present
Citizen Schools July 2011 - June 2012
Citizen Schools October 2008 - August 2011
Wilmington Trust February 1992 - July 2008
Skills
Data Entry, Banking, Microsoft Office, Team Leadership, Accounting, Teacher Training, Interpersonal..., Problem Solving, Interpersonal..., Event Planning, Community Outreach, Public Speaking, Volunteer Management, Nonprofits, Program Development, Leadership
Education
Everest University-Tampa 2010 — 2013
In Progress, Business Administration, Management and Operations, 3.5
American Institute for Bankers 1994 — 1998
Earned Diploma, Accounting and Finance
Dacey Hartsfield's Wilmington Trust Experience August 2010 - September 2014
Job Operations Manager at Siegel Insurance
Industry Insurance
Experience
Siegel Insurance September 2014 - Present
Wilmington Trust August 2010 - September 2014
FKI Logistex December 2004 - September 2009
HH Gregg February 2001 - November 2004
Skills
Payroll, Management, Human Resources, Budgets, Inventory Management, Office Management, Customer Service, Administrative..., Troubleshooting, Marketing, Employee Benefits, Team Building
Education
Georgia State University 2005 — 2008
BBA, Economics
Siegel Insurance September 2014 - Present
Wilmington Trust August 2010 - September 2014
FKI Logistex December 2004 - September 2009
HH Gregg February 2001 - November 2004
Skills
Payroll, Management, Human Resources, Budgets, Inventory Management, Office Management, Customer Service, Administrative..., Troubleshooting, Marketing, Employee Benefits, Team Building
Education
Georgia State University 2005 — 2008
BBA, Economics
Michelle Kawas Stevenson's Wilmington Trust Experience 2006 - 2006
Job Internal Communications Manager at HSBC
Industry Financial Services
Experience
HSBC June 2007 - April 2013
Wilmington Trust 2006 - 2006
Brandywine Medical Management 2005 - 2006
Skills
Market Research, Leadership, Employee Engagement, Marketing Communications, Public Relations, Marketing Management, Media Relations, Event Management, Marketing Strategy, Performance Management, Marketing, Talent Management, Strategic Planning, Analytics, Team Leadership, Business Strategy, Succession Planning, Microsoft Office, Event Planning, Human Resources, Internal Communications, Risk Management, Strategy, Management, Corporate Communications, Training, Social Media, Organizational..., Change Management, Crisis Communications, Business Planning
Education
Goldey Beacom College 2004 — 2006
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Goldey Beacom College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Goldey Beacom College 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
HSBC June 2007 - April 2013
Wilmington Trust 2006 - 2006
Brandywine Medical Management 2005 - 2006
Skills
Market Research, Leadership, Employee Engagement, Marketing Communications, Public Relations, Marketing Management, Media Relations, Event Management, Marketing Strategy, Performance Management, Marketing, Talent Management, Strategic Planning, Analytics, Team Leadership, Business Strategy, Succession Planning, Microsoft Office, Event Planning, Human Resources, Internal Communications, Risk Management, Strategy, Management, Corporate Communications, Training, Social Media, Organizational..., Change Management, Crisis Communications, Business Planning
Education
Goldey Beacom College 2004 — 2006
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Goldey Beacom College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Goldey Beacom College 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
Chris Dunphy's Wilmington Trust Experience March 2005 - August 2011
Job Service Level Manager at SevOne Inc
Industry Banking
Experience
SevOne Inc April 2015 - Present
WSFS Bank August 2011 - March 2015
Wilmington Trust March 2005 - August 2011
Wilmington Trust February 1988 - March 2005
Wilmington Trust July 1990 - July 1994
Wilmington Trust November 1983 - July 1990
Skills
Disaster Recovery, Risk Management, Vendor Management, Business Continuity, Troubleshooting, ITIL, Networking, Security, IT Strategy, WAN, Software Documentation, Integration, IT Management, Business Analysis, Cisco Technologies, IT Operations, Project Portfolio..., Citrix, VMware, Active Directory, Enterprise Architecture, Servers, Project Management, Technical Support, Virtualization, Windows Server, Process Improvement, Data Center, VMware ESX, Enterprise Software, Databases, Visio, Information Technology, Switches, SharePoint, System Deployment, IT Service Management, PMO, SDLC, System Administration, Leadership, Microsoft Exchange, PMP, Requirements Analysis, Service Delivery, Software Project..., Business Process..., Cloud Computing, Incident Management, MS Project
Education
Goldey-Beacom College 1997 — 2005
BS Management, Concentration in MIS
DeVry Technical Institute 1973 — 1975
Electronic Technician Diploma, Electronics, Computers, Television, Controls
Salesianum School 1969 — 1973
College Prep
SevOne Inc April 2015 - Present
WSFS Bank August 2011 - March 2015
Wilmington Trust March 2005 - August 2011
Wilmington Trust February 1988 - March 2005
Wilmington Trust July 1990 - July 1994
Wilmington Trust November 1983 - July 1990
Skills
Disaster Recovery, Risk Management, Vendor Management, Business Continuity, Troubleshooting, ITIL, Networking, Security, IT Strategy, WAN, Software Documentation, Integration, IT Management, Business Analysis, Cisco Technologies, IT Operations, Project Portfolio..., Citrix, VMware, Active Directory, Enterprise Architecture, Servers, Project Management, Technical Support, Virtualization, Windows Server, Process Improvement, Data Center, VMware ESX, Enterprise Software, Databases, Visio, Information Technology, Switches, SharePoint, System Deployment, IT Service Management, PMO, SDLC, System Administration, Leadership, Microsoft Exchange, PMP, Requirements Analysis, Service Delivery, Software Project..., Business Process..., Cloud Computing, Incident Management, MS Project
Education
Goldey-Beacom College 1997 — 2005
BS Management, Concentration in MIS
DeVry Technical Institute 1973 — 1975
Electronic Technician Diploma, Electronics, Computers, Television, Controls
Salesianum School 1969 — 1973
College Prep
Douglas Dvorak Douglas Dvorak's Wilmington Trust Experience August 2000 - February 2005
Job Special Agent at Federal Bureau of Investigation
Industry Law Enforcement
Experience
Federal Bureau of Investigation August 2014 - Present
Federal Bureau of Investigation March 2005 - Present
Federal Bureau of Investigation April 2009 - August 2014
Federal Bureau of Investigation March 2005 - April 2011
InfraGard November 2006 - April 2008
Wilmington Trust August 2000 - February 2005
Dollar Financial Group 1999 - 2000
Computer Sciences Corporation 1997 - 1999
Skills
Security, Information Security, Criminal Investigations, Enforcement, Crisis Management, Intelligence Analysis, Government, Private Investigations, Investigation, Homeland Security, Computer Forensics, Business Continuity, Security Management, Physical Security, Emergency Management, Vulnerability Assessment, Fraud, Counterterrorism, Program Management, Criminal Justice, Security Operations, Security Clearance, Disaster Recovery, Executive Protection, Risk Assessment
Education
Grand Valley State University 1989 — 1991
Federal Bureau of Investigation August 2014 - Present
Federal Bureau of Investigation March 2005 - Present
Federal Bureau of Investigation April 2009 - August 2014
Federal Bureau of Investigation March 2005 - April 2011
InfraGard November 2006 - April 2008
Wilmington Trust August 2000 - February 2005
Dollar Financial Group 1999 - 2000
Computer Sciences Corporation 1997 - 1999
Skills
Security, Information Security, Criminal Investigations, Enforcement, Crisis Management, Intelligence Analysis, Government, Private Investigations, Investigation, Homeland Security, Computer Forensics, Business Continuity, Security Management, Physical Security, Emergency Management, Vulnerability Assessment, Fraud, Counterterrorism, Program Management, Criminal Justice, Security Operations, Security Clearance, Disaster Recovery, Executive Protection, Risk Assessment
Education
Grand Valley State University 1989 — 1991
Nate Edmunds's Wilmington Trust Experience April 1994 - April 1999
Job Vice President Small Business Banking Applied Bank
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo June 2015 - Present
Applied Bank December 2011 - June 2015
WSFS Bank 2007 - December 2011
Brandywine Home Mortgage March 2001 - July 2007
US Army Reserve and National Guard February 1981 - March 2004
Sun National Bank 1999 - 2002
Wilmington Trust April 1994 - April 1999
Skills
Real Estate, Renewable Energy, Strategic Planning, New Business Development, Business Development, Budget, Team Building, Sales Management, Project Management, Budgets, Marketing, Business Strategy, Loans, Finance, Residential Homes, Entrepreneurship, Commercial Lending, Consumer Lending, Banking, Public Speaking, Marketing Strategy, Start-ups, Loan Origination, Mortgage Lending, Risk Management, Customer Service, Commercial Mortgages, Leadership, Financial Analysis, Credit, Commercial Real Estate, Due Diligence, Portfolio Management, Strategy, Executive Management, Investments, Mergers & Acquisitions, Asset Management, Credit Analysis, Commercial Banking, Corporate Finance, Underwriting, Financial Services, Strategic Financial..., Cash Management, Retail Banking, Financial Modeling, Business Planning, Capital Markets, Valuation
Education
Frostburg State University 2008 — 2008
NABCEP Solar and Wind Certification, Physics, Pass
Widener University 1989 — 1994
MBA, Business Administration
University of Delaware 1979 — 1983
Double, Economics & History, 3.01
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Double B.A., Economics & History, 3.11 out of 4
State University of New York College at Oneonta 1979 — 1979
Business Administration, 2.85 out of 4
Wells Fargo June 2015 - Present
Wells Fargo June 2015 - Present
Applied Bank December 2011 - June 2015
WSFS Bank 2007 - December 2011
Brandywine Home Mortgage March 2001 - July 2007
US Army Reserve and National Guard February 1981 - March 2004
Sun National Bank 1999 - 2002
Wilmington Trust April 1994 - April 1999
Skills
Real Estate, Renewable Energy, Strategic Planning, New Business Development, Business Development, Budget, Team Building, Sales Management, Project Management, Budgets, Marketing, Business Strategy, Loans, Finance, Residential Homes, Entrepreneurship, Commercial Lending, Consumer Lending, Banking, Public Speaking, Marketing Strategy, Start-ups, Loan Origination, Mortgage Lending, Risk Management, Customer Service, Commercial Mortgages, Leadership, Financial Analysis, Credit, Commercial Real Estate, Due Diligence, Portfolio Management, Strategy, Executive Management, Investments, Mergers & Acquisitions, Asset Management, Credit Analysis, Commercial Banking, Corporate Finance, Underwriting, Financial Services, Strategic Financial..., Cash Management, Retail Banking, Financial Modeling, Business Planning, Capital Markets, Valuation
Education
Frostburg State University 2008 — 2008
NABCEP Solar and Wind Certification, Physics, Pass
Widener University 1989 — 1994
MBA, Business Administration
University of Delaware 1979 — 1983
Double, Economics & History, 3.01
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Double B.A., Economics & History, 3.11 out of 4
State University of New York College at Oneonta 1979 — 1979
Business Administration, 2.85 out of 4
Sharon Mirabella Sharon Mirabella's Wilmington Trust Experience February 1988 - May 2011
Job Senior Operations Analyst at M&T Bank
Industry Banking
Experience
M&T Bank June 2011 - Present
Wilmington Trust February 1988 - May 2011
Beneficial National Bank USA 1985 - 1988
Skills
Software Documentation
Education
Goldey Beacom College
Associates, Computer Information Systems
M&T Bank June 2011 - Present
Wilmington Trust February 1988 - May 2011
Beneficial National Bank USA 1985 - 1988
Skills
Software Documentation
Education
Goldey Beacom College
Associates, Computer Information Systems
Tiffany Judkins Tiffany Judkins's Wilmington Trust Experience May 2010 - December 2012
Job Executive Assistant
Industry Executive Office
Experience
Beacon Hill Staffing April 2013 - December 2013
Wilmington Trust May 2010 - December 2012
DC Area Health Education Center January 2005 - June 2006
DC Primary Care Association January 2003 - January 2005
DC Action for Children May 2000 - January 2003
Trak Staffing October 1998 - May 2000
Skills
Executive Support, Calendars, Travel Arrangements, Office Management, Confidentiality, Administrative..., Calendaring, Spreadsheets, Executive..., Event Planning, Fundraising, Microsoft Excel, Event Management, Microsoft Word, Research, Nonprofits, Microsoft Office, Outlook, PowerPoint, Customer Service, Time Management, Project Management, Expense Reports, Lotus Notes, Concur, Administrative...
Education
Georgia Perimeter College 2013 — 2015
Business Administration and Management, General
Beacon Hill Staffing April 2013 - December 2013
Wilmington Trust May 2010 - December 2012
DC Area Health Education Center January 2005 - June 2006
DC Primary Care Association January 2003 - January 2005
DC Action for Children May 2000 - January 2003
Trak Staffing October 1998 - May 2000
Skills
Executive Support, Calendars, Travel Arrangements, Office Management, Confidentiality, Administrative..., Calendaring, Spreadsheets, Executive..., Event Planning, Fundraising, Microsoft Excel, Event Management, Microsoft Word, Research, Nonprofits, Microsoft Office, Outlook, PowerPoint, Customer Service, Time Management, Project Management, Expense Reports, Lotus Notes, Concur, Administrative...
Education
Georgia Perimeter College 2013 — 2015
Business Administration and Management, General
James Meadows's Wilmington Trust Experience April 2009 - October 2011
Job AVP, CRE Credit Officer II
Industry Banking
Experience
Santander Bank, N.A. February 2014 - Present
TD May 2013 - February 2014
WSFS Bank October 2011 - May 2013
Wilmington Trust April 2009 - October 2011
Skills
Commercial Real Estate..., Underwriting, Banking Relationships, Commercial Lending, Commercial Banking, Retail Banking, Portfolio Management, Credit Analysis, Commercial Mortgages, Small Business Lending, Risk Management, Credit Risk, Loans, Banking, Credit, Relationship Management, Financial Analysis
Education
Wilmington University
Bachelor of Business Administration (B.B.A.), Finance
Gwynedd-Mercy College
Business Management
Santander Bank, N.A. February 2014 - Present
TD May 2013 - February 2014
WSFS Bank October 2011 - May 2013
Wilmington Trust April 2009 - October 2011
Skills
Commercial Real Estate..., Underwriting, Banking Relationships, Commercial Lending, Commercial Banking, Retail Banking, Portfolio Management, Credit Analysis, Commercial Mortgages, Small Business Lending, Risk Management, Credit Risk, Loans, Banking, Credit, Relationship Management, Financial Analysis
Education
Wilmington University
Bachelor of Business Administration (B.B.A.), Finance
Gwynedd-Mercy College
Business Management
Deanna DiFuiro-Rybicki, PMP Deanna DiFuiro-Rybicki, PMP's Wilmington Trust Experience October 2000 - June 2008
Job Vice President, Senior Business Systems Analyst at M&T Bank
Industry Banking
Experience
M&T Bank June 2011 - Present
Wilmington Trust Company July 2008 - June 2011
Wilmington Trust October 2000 - June 2008
Wilmington Trust October 1998 - October 2000
First USA February 1998 - October 1998
Wilmington Trust March 1994 - February 1998
Skills
Vendor Management, Project Management, System Administration, Operations Management
Education
Wilmington University 1996 — 1998
MBA, Business Administration
Goldey-Beacom College 1989 — 1991
Bachelors, Business Administration with a concentration in Management
Delaware Technical & Communith College 1986 — 1989
Associates, Industrial Engineering
St. Marks High School 1982 — 1986
M&T Bank June 2011 - Present
Wilmington Trust Company July 2008 - June 2011
Wilmington Trust October 2000 - June 2008
Wilmington Trust October 1998 - October 2000
First USA February 1998 - October 1998
Wilmington Trust March 1994 - February 1998
Skills
Vendor Management, Project Management, System Administration, Operations Management
Education
Wilmington University 1996 — 1998
MBA, Business Administration
Goldey-Beacom College 1989 — 1991
Bachelors, Business Administration with a concentration in Management
Delaware Technical & Communith College 1986 — 1989
Associates, Industrial Engineering
St. Marks High School 1982 — 1986
Leonard Minner Leonard Minner's Wilmington Trust Experience January 1999 - March 2000
Job VP Accounting and Information Services at Depository Trust Company of Delaware, LLC
Industry Financial Services
Experience
Depository Trust Company of Delaware, LLC June 2010 - Present
CorePROFIT Solutions September 2000 - June 2010
Fidelitrade Incorporated March 2000 - September 2000
Wilmington Trust January 1999 - March 2000
Wilmington Trust September 1995 - January 1999
Wilmington Trust 1991 - September 1995
Wilmington Trust 1987 - 1991
Wilmington Trust 1985 - 1987
Skills
Microsoft Excel, Risk Management, Contract Negotiation, Process Improvement, Banking, Analysis, Business Analysis, Financial Analysis, Vendor Management, Forecasting, Investments, Analytics, Access, Financial Services, Business Process..., Visio, Portfolio Management, SDLC, Management, Accounting, Finance, Mergers & Acquisitions, Executive Management, Business Development, Management Consulting, Outsourcing, Project Management
Education
Goldey Beacom College 1991 — 1993
BS, Accounting
Goldey Beacom College 1985 — 1991
Associate's degree, Financial Management
Depository Trust Company of Delaware, LLC June 2010 - Present
CorePROFIT Solutions September 2000 - June 2010
Fidelitrade Incorporated March 2000 - September 2000
Wilmington Trust January 1999 - March 2000
Wilmington Trust September 1995 - January 1999
Wilmington Trust 1991 - September 1995
Wilmington Trust 1987 - 1991
Wilmington Trust 1985 - 1987
Skills
Microsoft Excel, Risk Management, Contract Negotiation, Process Improvement, Banking, Analysis, Business Analysis, Financial Analysis, Vendor Management, Forecasting, Investments, Analytics, Access, Financial Services, Business Process..., Visio, Portfolio Management, SDLC, Management, Accounting, Finance, Mergers & Acquisitions, Executive Management, Business Development, Management Consulting, Outsourcing, Project Management
Education
Goldey Beacom College 1991 — 1993
BS, Accounting
Goldey Beacom College 1985 — 1991
Associate's degree, Financial Management
Jeremy Lennep Jeremy Lennep's Wilmington Trust Experience September 2014 - Present
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2014 - Present
Wilmington Trust December 2009 - September 2014
BNY Mellon Wealth Management October 2007 - December 2009
Skills
Wealth Management, Banking, Financial Services
Education
Florida Institute of Technology 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of South Alabama 2003 — 2005
Bachelor of Science (BS), Finance, General
Wilmington Trust September 2014 - Present
Wilmington Trust December 2009 - September 2014
BNY Mellon Wealth Management October 2007 - December 2009
Skills
Wealth Management, Banking, Financial Services
Education
Florida Institute of Technology 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of South Alabama 2003 — 2005
Bachelor of Science (BS), Finance, General
Joyce Gwyn Joyce Gwyn's Wilmington Trust Experience March 2015 - Present
Job Relationship Manager at Wilmington
Industry Banking
Experience
Wilmington Trust March 2015 - Present
YMCA of Delaware January 2013 - March 2015
Wilmington Trust 2005 - 2011
Wilmington Trust 1999 - 2005
Wilmington Trust 1986 - 1999
Skills
Risk Management, Process Improvement, Banking, Budgets, Software Documentation, Credit, Financial Services, Team Building, Fraud, Vendor Management, Microsoft Office, Accounting, Operational Risk..., Problem Solving, Attention To Detail, Cost Savings, Oral and written..., Operations Research, Fraud Investigations, Continuous Improvement, Staff Development, Investigations, Able To Multi-task, Written Communication, Microsoft Word, Account Reconciliation, Administrative..., Relationship Management, Accounts Receivable, Fundraising, Accounts Payable, Financial Accounting
Education
Wilmington College 2014 — 2016
Master of Business Administration (MBA)
Goldey Beacom College 2012 — 2012
Project Management
Wesley College 2005 — 2008
Bachelors, Business
Goldey-Beacom College 2000 — 2002
Associates, Business
Wilmington Trust March 2015 - Present
YMCA of Delaware January 2013 - March 2015
Wilmington Trust 2005 - 2011
Wilmington Trust 1999 - 2005
Wilmington Trust 1986 - 1999
Skills
Risk Management, Process Improvement, Banking, Budgets, Software Documentation, Credit, Financial Services, Team Building, Fraud, Vendor Management, Microsoft Office, Accounting, Operational Risk..., Problem Solving, Attention To Detail, Cost Savings, Oral and written..., Operations Research, Fraud Investigations, Continuous Improvement, Staff Development, Investigations, Able To Multi-task, Written Communication, Microsoft Word, Account Reconciliation, Administrative..., Relationship Management, Accounts Receivable, Fundraising, Accounts Payable, Financial Accounting
Education
Wilmington College 2014 — 2016
Master of Business Administration (MBA)
Goldey Beacom College 2012 — 2012
Project Management
Wesley College 2005 — 2008
Bachelors, Business
Goldey-Beacom College 2000 — 2002
Associates, Business
Susan Koperna's Wilmington Trust Experience October 1986 - July 1997
Job ERS Solution Manager at Deloitte
Industry Management Consulting
Experience
Deloitte & Touche LLP December 2014 - Present
Accenture March 2014 - December 2014
Accenture April 2007 - March 2014
Accenture February 2006 - April 2007
Accenture February 2002 - February 2006
Accenture December 2000 - February 2002
Accenture April 2000 - December 2000
Accenture January 2000 - April 2000
Accenture July 1997 - January 2000
Wilmington Trust October 1986 - July 1997
Skills
Architecture, Enterprise Architecture, Java Enterprise Edition, SOA, Requirements Analysis, Solution Architecture, Oracle, Databases, Application Architecture, Security, Software Project..., Unix, Integration, Microsoft SQL Server
Education
Wilmington University
Master of Business Administration (M.B.A.)
Goldey-Beacom College
Bachelor's Degree, Computer Information Systems
Deloitte & Touche LLP December 2014 - Present
Accenture March 2014 - December 2014
Accenture April 2007 - March 2014
Accenture February 2006 - April 2007
Accenture February 2002 - February 2006
Accenture December 2000 - February 2002
Accenture April 2000 - December 2000
Accenture January 2000 - April 2000
Accenture July 1997 - January 2000
Wilmington Trust October 1986 - July 1997
Skills
Architecture, Enterprise Architecture, Java Enterprise Edition, SOA, Requirements Analysis, Solution Architecture, Oracle, Databases, Application Architecture, Security, Software Project..., Unix, Integration, Microsoft SQL Server
Education
Wilmington University
Master of Business Administration (M.B.A.)
Goldey-Beacom College
Bachelor's Degree, Computer Information Systems
Bryce Dawson Bryce Dawson's Wilmington Trust Experience September 2011 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
Key Private Bank January 2015 - Present
KeyBank January 2015 - Present
Wilmington Trust September 2011 - May 2014
Vanguard April 2011 - June 2011
Bank of America October 2009 - April 2011
JPMorgan Chase March 2007 - August 2008
Arizona Historical Society April 2007 - July 2007
Wells Fargo May 2006 - August 2006
Bank One March 2005 - August 2005
Skills
Team Building, Accounting, Management, Banking, Sales, Customer Service, Wealth Management, Microsoft Office, Security, Internal Audit, Research, Mortgage Lending, Credit, Financial Services, Loans, Portfolio Management
Education
University of Arizona 2006 — 2009
Bachelor of Arts, English
Florida Agricultural and Mechanical University 2005 — 2006
Key Private Bank January 2015 - Present
KeyBank January 2015 - Present
Wilmington Trust September 2011 - May 2014
Vanguard April 2011 - June 2011
Bank of America October 2009 - April 2011
JPMorgan Chase March 2007 - August 2008
Arizona Historical Society April 2007 - July 2007
Wells Fargo May 2006 - August 2006
Bank One March 2005 - August 2005
Skills
Team Building, Accounting, Management, Banking, Sales, Customer Service, Wealth Management, Microsoft Office, Security, Internal Audit, Research, Mortgage Lending, Credit, Financial Services, Loans, Portfolio Management
Education
University of Arizona 2006 — 2009
Bachelor of Arts, English
Florida Agricultural and Mechanical University 2005 — 2006
Karen Zebroski Karen Zebroski's Wilmington Trust Experience January 1983 - January 1992
Job Financial Services Manager
Industry Banking
Experience
The Bancorp October 2012 - Present
Wilmington Trust Company, acquired by M&T Bank in May 2011 January 2006 - October 2011
Wilmington Trust Company January 1992 - January 2006
Wilmington Trust January 1983 - January 1992
Skills
Collections, Risk Management, Research Project..., Budget Management, Business Analysis, Team Building, Training & Development, Vendor Management, Negotiation, Accounting, Analysis, Banking, Call Centers, Business Process..., Budgets, Cash Management, Change Management, Coaching, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Consumer Lending, Credit Cards, Credit Risk, Cross-functional Team..., Customer Service, Employee Training, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Insurance, Human Resources, Leadership, Loans, Management, Microsoft Office, Mortgage Lending, Mutual Funds, Outsourcing, Process Improvement, Project Management, Relationship Management, Retail Banking, Strategic Financial..., Strategic Planning, Strategy
Education
Goldey-Beacom College
Associates Degree, Business Administration
St Marks High School
The Bancorp October 2012 - Present
Wilmington Trust Company, acquired by M&T Bank in May 2011 January 2006 - October 2011
Wilmington Trust Company January 1992 - January 2006
Wilmington Trust January 1983 - January 1992
Skills
Collections, Risk Management, Research Project..., Budget Management, Business Analysis, Team Building, Training & Development, Vendor Management, Negotiation, Accounting, Analysis, Banking, Call Centers, Business Process..., Budgets, Cash Management, Change Management, Coaching, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Consumer Lending, Credit Cards, Credit Risk, Cross-functional Team..., Customer Service, Employee Training, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Insurance, Human Resources, Leadership, Loans, Management, Microsoft Office, Mortgage Lending, Mutual Funds, Outsourcing, Process Improvement, Project Management, Relationship Management, Retail Banking, Strategic Financial..., Strategic Planning, Strategy
Education
Goldey-Beacom College
Associates Degree, Business Administration
St Marks High School
Michael Mohr Michael Mohr's Wilmington Trust Experience October 2009 - Present
Job Managing Director, Southeast Region Investment Advisory at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2009 - Present
Eagle Ranch 1995 - 2014
BNY Mellon July 2003 - October 2009
The Arden Group February 1989 - July 2003
SunTrust June 1983 - February 1989
Skills
Portfolio Management, Asset Management, Investments, Management, Wealth Management, Strategic Planning, Mergers & Acquisitions, Asset Allocation, Financial Services, Alternative Investments
Education
Georgia State University 1984 — 1987
MBA
Furman University 1979 — 1983
BA, Econ & Business Admin
Wilmington Trust October 2009 - Present
Eagle Ranch 1995 - 2014
BNY Mellon July 2003 - October 2009
The Arden Group February 1989 - July 2003
SunTrust June 1983 - February 1989
Skills
Portfolio Management, Asset Management, Investments, Management, Wealth Management, Strategic Planning, Mergers & Acquisitions, Asset Allocation, Financial Services, Alternative Investments
Education
Georgia State University 1984 — 1987
MBA
Furman University 1979 — 1983
BA, Econ & Business Admin
Megen Morris Megen Morris's Wilmington Trust Experience August 2007 - Present
Job Corporate Communications Specialist at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2007 - Present
Delaware Historical Society June 2003 - July 2007
Carroll County Times March 2000 - March 2003
Skills
Web Content, Proofreading, Crisis Communications, Media Relations, Public Relations, Corporate Communications, Editing, Ap Style, Social Media, Marketing Communications, Press Releases, Strategic Public..., Internal Communications, Strategic Communications, AP Style, Marketing
Education
Elon University 1995 — 1999
BA, Journalism
Wilmington Trust August 2007 - Present
Delaware Historical Society June 2003 - July 2007
Carroll County Times March 2000 - March 2003
Skills
Web Content, Proofreading, Crisis Communications, Media Relations, Public Relations, Corporate Communications, Editing, Ap Style, Social Media, Marketing Communications, Press Releases, Strategic Public..., Internal Communications, Strategic Communications, AP Style, Marketing
Education
Elon University 1995 — 1999
BA, Journalism
Taylor Thomas Taylor Thomas's Wilmington Trust Experience May 2014 - August 2014
Job Private Mathematics Tutor
Industry
Experience
Private Mathematics Tutor February 2014 - Present
Wilmington Trust May 2014 - August 2014
Wilmington Trust May 2013 - August 2013
Emory University May 2012 - May 2013
Skills
Statistics, Data Analysis, Research, Technical Writing, Tutoring, Editing, Mathematical Proofing, Grant Writing, Critical Thinking, Curriculum Design, Qualitative Research, SPSS, Instructional Design, Science, E-Learning
Education
Georgia Institute of Technology 2015 — 2017
Bachelor of Science (BS), Industrial Engineering
Emory University 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics
The Charter School of Wilmington 2007 — 2011
Private Mathematics Tutor February 2014 - Present
Wilmington Trust May 2014 - August 2014
Wilmington Trust May 2013 - August 2013
Emory University May 2012 - May 2013
Skills
Statistics, Data Analysis, Research, Technical Writing, Tutoring, Editing, Mathematical Proofing, Grant Writing, Critical Thinking, Curriculum Design, Qualitative Research, SPSS, Instructional Design, Science, E-Learning
Education
Georgia Institute of Technology 2015 — 2017
Bachelor of Science (BS), Industrial Engineering
Emory University 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics
The Charter School of Wilmington 2007 — 2011
Susan M. Boyer, CTFA Susan M. Boyer, CTFA's Wilmington Trust Experience April 2015 - Present
Job Client Service Advisor at Wilmington Trust
Industry Banking
Experience
Wilmington Trust April 2015 - Present
Commonwealth Trust Company September 2001 - February 2015
Gordon, Fournaris & Mammarella, P.A. February 1997 - August 2001
Skills
Trust Services, High Net Worth..., Estate Planning, Trusts, Wealth Management..., Wills, Portfolio Management, Risk Management, Investments, Securities
Education
Cannon Financial Institute 2007 — 2012
Goldey Beacom College
B.S., Business Administration with a Concentration on Marketing Management
Cannon Financial Institute
Archmere Academy
High School
Wilmington Trust April 2015 - Present
Commonwealth Trust Company September 2001 - February 2015
Gordon, Fournaris & Mammarella, P.A. February 1997 - August 2001
Skills
Trust Services, High Net Worth..., Estate Planning, Trusts, Wealth Management..., Wills, Portfolio Management, Risk Management, Investments, Securities
Education
Cannon Financial Institute 2007 — 2012
Goldey Beacom College
B.S., Business Administration with a Concentration on Marketing Management
Cannon Financial Institute
Archmere Academy
High School
Nina Corey Nina Corey's Wilmington Trust Experience January 2015 - Present
Job Vice President & Director, Client Services at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2015 - Present
Wilmington Trust January 2009 - December 2014
Wilmington Trust June 2004 - December 2008
Sasol 1986 - 1992
Deloitte & Touche 1983 - 1986
Skills
Financial Risk, Financial Analysis, Loans, Financial Services, Accounting, Portfolio Management, Banking, Credit, Treasury, Risk Management, Investments, Securities, Wealth Management, Asset Management, Strategic Financial..., Financial Planning, Finance
Education
Goldey Beacom College 2005 — 2007
MBA
Oklahoma State University
BS, Marketing
University of Delaware
Non Profit Management
University of Houston
Accounting
Wilmington Trust January 2015 - Present
Wilmington Trust January 2009 - December 2014
Wilmington Trust June 2004 - December 2008
Sasol 1986 - 1992
Deloitte & Touche 1983 - 1986
Skills
Financial Risk, Financial Analysis, Loans, Financial Services, Accounting, Portfolio Management, Banking, Credit, Treasury, Risk Management, Investments, Securities, Wealth Management, Asset Management, Strategic Financial..., Financial Planning, Finance
Education
Goldey Beacom College 2005 — 2007
MBA
Oklahoma State University
BS, Marketing
University of Delaware
Non Profit Management
University of Houston
Accounting
Charles Klous's Wilmington Trust Experience 1991 - 1995
Job
Industry Information Services
Experience
TravelClick August 2015 - Present
Dun & Bradstreet April 2010 - August 2015
D&B 2005 - August 2015
Dun & Bradstreet 2005 - September 2008
MBNA July 1995 - January 2005
MBNA America 1995 - 2005
MBNA 1995 - 2005
Wilmington Trust 1991 - 1995
Skills
Leadership, Management, Salesforce.com, Analytics, Solution Selling, CRM, Customer Acquisition, Account Management, SaaS, Vendor Management, Lead Generation, Strategic Partnerships, Business Development, Enterprise Software, Business Intelligence, Call Centers, Risk Management, Sales Process, Credit, Team Leadership, Strategy, Customer Retention, Executive Management, Customer Experience, Product Management, Sales Operations, Selling, Business Analysis
Education
Fairfield University 1987 — 1991
Salesianum 1983 — 1987
TravelClick August 2015 - Present
Dun & Bradstreet April 2010 - August 2015
D&B 2005 - August 2015
Dun & Bradstreet 2005 - September 2008
MBNA July 1995 - January 2005
MBNA America 1995 - 2005
MBNA 1995 - 2005
Wilmington Trust 1991 - 1995
Skills
Leadership, Management, Salesforce.com, Analytics, Solution Selling, CRM, Customer Acquisition, Account Management, SaaS, Vendor Management, Lead Generation, Strategic Partnerships, Business Development, Enterprise Software, Business Intelligence, Call Centers, Risk Management, Sales Process, Credit, Team Leadership, Strategy, Customer Retention, Executive Management, Customer Experience, Product Management, Sales Operations, Selling, Business Analysis
Education
Fairfield University 1987 — 1991
Salesianum 1983 — 1987
Jacques Sexton, Esq., CM&AA's Wilmington Trust Experience 2003 - 2007
Job Attorney
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2014 - Present
Sullivan & Cromwell LLP 2013 - 2014
TheWealthStrategist.com 2010 - 2013
Wells Fargo 2007 - 2010
Wilmington Trust 2003 - 2007
Robins, Kaplan, Miller & Ciresi, LLP 2000 - 2002
Skills
Estate Planning, Banking, Securities, Legal Research, Mergers & Acquisitions, Risk Management, Asset Management, Legal Issues, Litigation, Strategic Financial..., New Business Development, Wealth Management..., Relationship Management, Non-profits, Leadership, Legal Compliance, Strategic Planning, Multi-generational..., Wealth Preservation..., Nonprofits, Financial Advisory, Trust Services, Strategy, Investment Management, High Net Worth..., Wealth Management
Education
Loyola University of Chicago
School of Business Administration Executive Education Program, Certified Merger & Acquisition Advisor (CMA&A)
Howard University School of Law
Juris Doctorate, Law
Morehouse College
Bachelors of Arts
Justice Benjamin N. Cardozo High School
Law and Humanities program
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2014 - Present
Sullivan & Cromwell LLP 2013 - 2014
TheWealthStrategist.com 2010 - 2013
Wells Fargo 2007 - 2010
Wilmington Trust 2003 - 2007
Robins, Kaplan, Miller & Ciresi, LLP 2000 - 2002
Skills
Estate Planning, Banking, Securities, Legal Research, Mergers & Acquisitions, Risk Management, Asset Management, Legal Issues, Litigation, Strategic Financial..., New Business Development, Wealth Management..., Relationship Management, Non-profits, Leadership, Legal Compliance, Strategic Planning, Multi-generational..., Wealth Preservation..., Nonprofits, Financial Advisory, Trust Services, Strategy, Investment Management, High Net Worth..., Wealth Management
Education
Loyola University of Chicago
School of Business Administration Executive Education Program, Certified Merger & Acquisition Advisor (CMA&A)
Howard University School of Law
Juris Doctorate, Law
Morehouse College
Bachelors of Arts
Justice Benjamin N. Cardozo High School
Law and Humanities program
Charlotta Vonwettberg's Wilmington Trust Experience January 2003 - October 2011
Job Regulatory Administrator Sr. Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Wilmington Trust January 2003 - October 2011
Education
Goldey-Beacom College
BNY Mellon July 2011 - Present
Wilmington Trust January 2003 - October 2011
Education
Goldey-Beacom College
Dawn Jernigan's Wilmington Trust Experience April 2004 - August 2007
Job HR Business Partner at Harleysville Insurance
Industry Insurance
Experience
Harleysville Insurance a Nationwide Insurance Company August 2007 - Present
Harleysville Insurance August 2007 - Present
Wilmington Trust April 2004 - August 2007
Volt Services Group 2001 - April 2004
Skills
Talent Acquisition, Personnel Management, Human Resources, Employee Relations, Onboarding, Recruiting, Talent Management, Employee Benefits, Workforce Planning, Applicant Tracking..., College Recruiting, HRIS, Succession Planning, Insurance, HR Policies, Internet Recruiting, Deferred Compensation, Management
Education
HRCI 2006 — 2013
PHR Certification, Professional in Human Resources
Gwynedd-Mercy College 1998 — 2004
Bachelor's degree, Business/Human Resources
Harleysville Insurance a Nationwide Insurance Company August 2007 - Present
Harleysville Insurance August 2007 - Present
Wilmington Trust April 2004 - August 2007
Volt Services Group 2001 - April 2004
Skills
Talent Acquisition, Personnel Management, Human Resources, Employee Relations, Onboarding, Recruiting, Talent Management, Employee Benefits, Workforce Planning, Applicant Tracking..., College Recruiting, HRIS, Succession Planning, Insurance, HR Policies, Internet Recruiting, Deferred Compensation, Management
Education
HRCI 2006 — 2013
PHR Certification, Professional in Human Resources
Gwynedd-Mercy College 1998 — 2004
Bachelor's degree, Business/Human Resources
Elizabeth Bothner's Wilmington Trust Experience 1991 - Present
Job Assistant Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust 1991 - Present
Skills
Banking
Education
Goldey-Beacom College 1987 — 1991
Wilmington Trust 1991 - Present
Skills
Banking
Education
Goldey-Beacom College 1987 — 1991
Roy Austin PMP's Wilmington Trust Experience April 2003 - September 2007
Job Project Management Consultant
Industry Financial Services
Experience
Freddie Mac August 2010 - January 2011
Xtiva Financial systems September 2007 - November 2009
Wilmington Trust April 2003 - September 2007
AG Consulting (ADP) August 1998 - April 2002
AG Consulting (Application Group Inc.) 1992 - 1998
Skills
PMO, Project Portfolio..., Project Planning, SDLC, Program Management, Change Management, PMP, Vendor Management, Payroll Services, ERP Implementations, Management Consulting, Strategy, Project Management, Enterprise Architecture, Management, Consulting, Professional Services, SaaS, Software Project..., Business Process
Education
Chadwick University 1991 — 1992
Bachelor, Business Admin
Control Data Inst. 1976 — 1977
Diploma, Programming, Systems Analysis & Design
Fisk University 1971 — 1973
Liberal Arts
Freddie Mac August 2010 - January 2011
Xtiva Financial systems September 2007 - November 2009
Wilmington Trust April 2003 - September 2007
AG Consulting (ADP) August 1998 - April 2002
AG Consulting (Application Group Inc.) 1992 - 1998
Skills
PMO, Project Portfolio..., Project Planning, SDLC, Program Management, Change Management, PMP, Vendor Management, Payroll Services, ERP Implementations, Management Consulting, Strategy, Project Management, Enterprise Architecture, Management, Consulting, Professional Services, SaaS, Software Project..., Business Process
Education
Chadwick University 1991 — 1992
Bachelor, Business Admin
Control Data Inst. 1976 — 1977
Diploma, Programming, Systems Analysis & Design
Fisk University 1971 — 1973
Liberal Arts
Jonathan Glidden's Wilmington Trust Experience October 2007 - October 2011
Job Managing Director Pensions at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines October 2011 - Present
Wilmington Trust October 2007 - October 2011
Emory University Endowment June 2002 - October 2007
Skills
Portfolio Management, Valuation, Investment Strategies, Investments, Strategy, Equities, Asset Management, Risk Management, Financial Analysis, Financial Modeling
Education
The University of Chicago 2001 — 2002
MS, Financial Mathematics
Emory University - Goizueta Business School 1999 — 2001
MBA
Georgia Institute of Technology 1990 — 1994
BS, Mechanical Engineering
Delta Air Lines October 2011 - Present
Wilmington Trust October 2007 - October 2011
Emory University Endowment June 2002 - October 2007
Skills
Portfolio Management, Valuation, Investment Strategies, Investments, Strategy, Equities, Asset Management, Risk Management, Financial Analysis, Financial Modeling
Education
The University of Chicago 2001 — 2002
MS, Financial Mathematics
Emory University - Goizueta Business School 1999 — 2001
MBA
Georgia Institute of Technology 1990 — 1994
BS, Mechanical Engineering
Jon Coppola's Wilmington Trust Experience March 2013 - Present
Job
Industry Banking
Experience
Wilmington Trust March 2013 - Present
TD Bank September 2010 - April 2013
US Trust September 2004 - September 2010
North Fork Bank 2003 - 2004
Skills
Asset Managment, Credit, Investment Strategies, Risk Management, Financial Risk, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Loans, Mergers, Commercial Lending, Portfolio Management, Credit Risk, Wealth Management, Mortgage Lending, Due Diligence, AML, Equities, Mutual Funds, Asset Management, Fixed Income
Education
Fairleigh Dickinson University 1998 — 2002
B.S. Business Administration
Wroxton College 2001 — 2001
Political Science and Government
Wilmington Trust March 2013 - Present
TD Bank September 2010 - April 2013
US Trust September 2004 - September 2010
North Fork Bank 2003 - 2004
Skills
Asset Managment, Credit, Investment Strategies, Risk Management, Financial Risk, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Loans, Mergers, Commercial Lending, Portfolio Management, Credit Risk, Wealth Management, Mortgage Lending, Due Diligence, AML, Equities, Mutual Funds, Asset Management, Fixed Income
Education
Fairleigh Dickinson University 1998 — 2002
B.S. Business Administration
Wroxton College 2001 — 2001
Political Science and Government
Dave Rothermel's Wilmington Trust Experience January 2007 - August 2011
Job Vice President Global Data Protection & Privacy Compliance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2015 - Present
JPMorgan Chase September 2011 - April 2015
Wilmington Trust January 2007 - August 2011
JP Morgan Chase, Inc. (Bank One) 2003 - 2007
Promenix, Inc. 2001 - 2003
CSC Consulting 1997 - 2001
Skills
Risk Management, Disaster Recovery, Integration, Vendor Management, Security, Information Security, CISSP, SDLC, Business Continuity, IT Management, CISM, CIPT
Education
Elizabethtown College 1983 — 1987
BS, Business Administration, Computer Science
JPMorgan Chase April 2015 - Present
JPMorgan Chase September 2011 - April 2015
Wilmington Trust January 2007 - August 2011
JP Morgan Chase, Inc. (Bank One) 2003 - 2007
Promenix, Inc. 2001 - 2003
CSC Consulting 1997 - 2001
Skills
Risk Management, Disaster Recovery, Integration, Vendor Management, Security, Information Security, CISSP, SDLC, Business Continuity, IT Management, CISM, CIPT
Education
Elizabethtown College 1983 — 1987
BS, Business Administration, Computer Science
Natalie Laws's Wilmington Trust Experience April 2005 - Present
Job FAA NAV Ops Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Wilmington Trust April 2005 - Present
Wilmington Trust April 2005 - August 2012
PFPC June 2003 - April 2005
Christiana Care Health System April 2003 - June 2003
Skills
Bloomberg, Alternative Investments, Accounting, Hedge Funds, Bonds, Financial Reporting, Fixed Income, Securities, Account Reconciliation, Portfolio Management, Cash Management, Investments, Fund Accounting, Equities, Asset Managment
Education
Goldey Beacom College 2007 — 2008
Bachelor of Science (BS), Accounting, 3.4
Goldey Beacom College 2007 — 2008
Master of Business Administration (MBA), Finance, General, 3.625
BNY Mellon August 2012 - Present
Wilmington Trust April 2005 - Present
Wilmington Trust April 2005 - August 2012
PFPC June 2003 - April 2005
Christiana Care Health System April 2003 - June 2003
Skills
Bloomberg, Alternative Investments, Accounting, Hedge Funds, Bonds, Financial Reporting, Fixed Income, Securities, Account Reconciliation, Portfolio Management, Cash Management, Investments, Fund Accounting, Equities, Asset Managment
Education
Goldey Beacom College 2007 — 2008
Bachelor of Science (BS), Accounting, 3.4
Goldey Beacom College 2007 — 2008
Master of Business Administration (MBA), Finance, General, 3.625
Sandy Lougheed's Wilmington Trust Experience September 2008 - December 2010
Job Vice President at WSFS Bank
Industry Information Technology and Services
Experience
WSFS Bank May 2012 - Present
Citi January 2011 - May 2012
Wilmington Trust September 2008 - December 2010
EDS July 2006 - May 2008
Bank of America May 2006 - July 2006
MBNA February 2001 - June 2006
JPMorgan Chase March 1983 - February 2001
Skills
Strategy, Project Management, Management, Data Center, CCNA, Telecommunications, Strategic Planning, Banking, Vendor Management, Leadership, Integration
Education
Goldey-Beacom College 1981 — 1989
B.S., Computer Science and Accounting
Thomas McKean High School 1976 — 1980
WSFS Bank May 2012 - Present
Citi January 2011 - May 2012
Wilmington Trust September 2008 - December 2010
EDS July 2006 - May 2008
Bank of America May 2006 - July 2006
MBNA February 2001 - June 2006
JPMorgan Chase March 1983 - February 2001
Skills
Strategy, Project Management, Management, Data Center, CCNA, Telecommunications, Strategic Planning, Banking, Vendor Management, Leadership, Integration
Education
Goldey-Beacom College 1981 — 1989
B.S., Computer Science and Accounting
Thomas McKean High School 1976 — 1980
Rick Schumeyer's Wilmington Trust Experience July 2010 - January 2012
Job Senior Software Engineer at TotalTrax
Industry Computer Software
Experience
TotalTrax October 2013 - Present
Chatham Financial January 2012 - June 2013
Wilmington Trust July 2010 - January 2012
Mississippi State University November 2003 - July 2006
Hologic January 1998 - November 2003
Skills
Image Processing, Signal Processing, Digital Imaging, Algorithms, Software Development, Software Engineering, Matlab, Programming, Software Design
Education
University of Delaware 1994 — 1998
PhD, Electrical Engineering
Mississippi State University 1989 — 1990
MS, Electrical Engineering
Geneva College 1985 — 1989
BS, Electrical Engineering
TotalTrax October 2013 - Present
Chatham Financial January 2012 - June 2013
Wilmington Trust July 2010 - January 2012
Mississippi State University November 2003 - July 2006
Hologic January 1998 - November 2003
Skills
Image Processing, Signal Processing, Digital Imaging, Algorithms, Software Development, Software Engineering, Matlab, Programming, Software Design
Education
University of Delaware 1994 — 1998
PhD, Electrical Engineering
Mississippi State University 1989 — 1990
MS, Electrical Engineering
Geneva College 1985 — 1989
BS, Electrical Engineering
Denise Woolsey's Wilmington Trust Experience 1993 - 1999
Job Learning Mgmt. System Administrator II
Industry Higher Education
Experience
Wilmington University July 2014 - Present
Wilmington University July 2009 - June 2014
Daticon, LLC 2005 - 2008
Various Companies 1999 - 2004
Wilmington Trust 1993 - 1999
Skills
Data Analysis, System Administration, Software Documentation, Technical Support, Technical Writing, Training, Process Improvement, Adult Education
Education
Goldey-Beacom College
BS, Computer Information Systems
University of Delaware
AA
Wilmington University July 2014 - Present
Wilmington University July 2009 - June 2014
Daticon, LLC 2005 - 2008
Various Companies 1999 - 2004
Wilmington Trust 1993 - 1999
Skills
Data Analysis, System Administration, Software Documentation, Technical Support, Technical Writing, Training, Process Improvement, Adult Education
Education
Goldey-Beacom College
BS, Computer Information Systems
University of Delaware
AA
David A. Dalby's Wilmington Trust Experience 1985 - 2000
Job President, CEO
Industry Architecture & Planning
Experience
D.DALBY ARCHITECT May 2004 - Present
BSA+A 2000 - 2004
Wilmington Trust 1985 - 2000
The Klett Orginazation 1982 - 1985
University of Delaware 1978 - 1982
Skills
Ham Radio Operator, Licensed Helicopter..., Architecture, Sustainable Design, Submittals, Green Building, Renovation, Construction Drawings, Construction, Construction Management, Architectural Design, Value Engineering, Space planning, LEED, Design Research, Project Management, AutoCAD
Education
Goldey Beacom College 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1967 — 1973
Bachelor of Science Architecture (BSArch), Architecture and Related Services
D.DALBY ARCHITECT May 2004 - Present
BSA+A 2000 - 2004
Wilmington Trust 1985 - 2000
The Klett Orginazation 1982 - 1985
University of Delaware 1978 - 1982
Skills
Ham Radio Operator, Licensed Helicopter..., Architecture, Sustainable Design, Submittals, Green Building, Renovation, Construction Drawings, Construction, Construction Management, Architectural Design, Value Engineering, Space planning, LEED, Design Research, Project Management, AutoCAD
Education
Goldey Beacom College 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1967 — 1973
Bachelor of Science Architecture (BSArch), Architecture and Related Services
Sharon Owens's Wilmington Trust Experience January 1997 - January 2000
Job Vice President at M&T Bank
Industry Banking
Experience
M&T Bank May 2011 - Present
Wilmington Trust January 1997 - January 2000
Wilmington Trust January 1993 - January 1997
Wilmington Trust January 1988 - January 1993
Skills
Banking, Risk Management, Financial Services
Education
Goldey Beacom College
BS, Business Administration, Finance Management
Goldey-Beacom College
Bachelor's, Business Administration; Finance Management
M&T Bank May 2011 - Present
Wilmington Trust January 1997 - January 2000
Wilmington Trust January 1993 - January 1997
Wilmington Trust January 1988 - January 1993
Skills
Banking, Risk Management, Financial Services
Education
Goldey Beacom College
BS, Business Administration, Finance Management
Goldey-Beacom College
Bachelor's, Business Administration; Finance Management
Edith Opiko, MBA's Wilmington Trust Experience June 2010 - December 2010
Job Accountant at Barclaycard US
Industry Banking
Experience
Barclaycard December 2010 - Present
Wilmington Trust June 2010 - December 2010
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase February 2006 - May 2007
PNC Global Investment Services April 2004 - February 2006
US Bank June 2003 - March 2004
Skills
General Ledger, Accounting, Reconciliation, Excel, Account Reconciliation, Financial Accounting, Process Improvement, GAAP, PeopleSoft, IFRS, Journal Entries, Internal Controls, Accounts Receivable, US GAAP, Finance, Forecasting, Microsoft Excel
Education
Goldey Beacom College 2006 — 2007
Master of Business Administration (MBA), Finance
University of Saint Thomas - School of Business 2001 — 2003
Bachelor of Arts (BA), Finance
Minnesota State University, Mankato 1999 — 2001
Finance
Barclaycard December 2010 - Present
Wilmington Trust June 2010 - December 2010
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase February 2006 - May 2007
PNC Global Investment Services April 2004 - February 2006
US Bank June 2003 - March 2004
Skills
General Ledger, Accounting, Reconciliation, Excel, Account Reconciliation, Financial Accounting, Process Improvement, GAAP, PeopleSoft, IFRS, Journal Entries, Internal Controls, Accounts Receivable, US GAAP, Finance, Forecasting, Microsoft Excel
Education
Goldey Beacom College 2006 — 2007
Master of Business Administration (MBA), Finance
University of Saint Thomas - School of Business 2001 — 2003
Bachelor of Arts (BA), Finance
Minnesota State University, Mankato 1999 — 2001
Finance
Amelia Elze's Wilmington Trust Experience September 2004 - January 2006
Job Principal at Elze Law PLLC
Industry Real Estate
Experience
Elze Law PLLC June 2013 - Present
France Gresham LLC July 2010 - June 2013
Catawba Corporation November 2009 - August 2010
The Law Offices of Amelia E. Elze March 2009 - August 2010
The Peterson Companies January 2006 - March 2009
Wilmington Trust September 2004 - January 2006
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Leases, Due Diligence, Contract Negotiation, Property Management, Negotiation, Landlord, Disposition, Corporate Law, Financial Analysis, Contract Management, Commercial Real Estate, Commercial Litigation, Legal Writing, Retail, Tenant, Joint Ventures, Lease Negotiations, Commercial Leasing, Property Law, Landlords
Education
George Mason University School of Law 2005 — 2007
JD
Widener University School of Law 2003 — 2005
JD
State University of New York College at Oneonta 1996 — 2000
BS, Political Science and Communication Arts
Elze Law PLLC June 2013 - Present
France Gresham LLC July 2010 - June 2013
Catawba Corporation November 2009 - August 2010
The Law Offices of Amelia E. Elze March 2009 - August 2010
The Peterson Companies January 2006 - March 2009
Wilmington Trust September 2004 - January 2006
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Leases, Due Diligence, Contract Negotiation, Property Management, Negotiation, Landlord, Disposition, Corporate Law, Financial Analysis, Contract Management, Commercial Real Estate, Commercial Litigation, Legal Writing, Retail, Tenant, Joint Ventures, Lease Negotiations, Commercial Leasing, Property Law, Landlords
Education
George Mason University School of Law 2005 — 2007
JD
Widener University School of Law 2003 — 2005
JD
State University of New York College at Oneonta 1996 — 2000
BS, Political Science and Communication Arts
Tonia Gamble Kennedy's Wilmington Trust Experience April 2004 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust April 2004 - Present
Skills
Asset Allocation, Banking, High Net Worth..., Wealth Management..., Wealth Management
Education
Howard University School of Law 1995 — 1998
Juris Doctor, Law
Seton Hall University 1990 — 1994
Bachelor’s Degree, Finance, General
Wilmington Trust April 2004 - Present
Skills
Asset Allocation, Banking, High Net Worth..., Wealth Management..., Wealth Management
Education
Howard University School of Law 1995 — 1998
Juris Doctor, Law
Seton Hall University 1990 — 1994
Bachelor’s Degree, Finance, General
Trina Damico's Wilmington Trust Experience May 1985 - August 1997
Job Mortgage QA Underwriter at ING DIRECT
Industry Banking
Experience
Capital One August 2012 - Present
PCLender September 2011 - March 2012
Mortgage Dynamics - Indecomm January 2010 - September 2011
Citigroup July 1999 - December 2008
J.P. Morgan August 1997 - February 1999
Wilmington Trust May 1985 - August 1997
Skills
Team Supervision, Operational Excellence, Credit, Underwriting, Mortgage, Account Management, Banking, Coaching, Credit Analysis, Credit Risk, Customer Service, Financial Risk, Human Resources, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Negotiation, Software Documentation, Strategic Planning, Supervising, Team Building, Training
Education
Goldey-Beacom College
Bachelor of Science, Business Administration, Management
Capital One August 2012 - Present
PCLender September 2011 - March 2012
Mortgage Dynamics - Indecomm January 2010 - September 2011
Citigroup July 1999 - December 2008
J.P. Morgan August 1997 - February 1999
Wilmington Trust May 1985 - August 1997
Skills
Team Supervision, Operational Excellence, Credit, Underwriting, Mortgage, Account Management, Banking, Coaching, Credit Analysis, Credit Risk, Customer Service, Financial Risk, Human Resources, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Negotiation, Software Documentation, Strategic Planning, Supervising, Team Building, Training
Education
Goldey-Beacom College
Bachelor of Science, Business Administration, Management
Clay Weisenberg's Wilmington Trust Experience April 2007 - Present
Job Business Applications Analyst at Wilmington Trust
Industry Banking
Experience
Wilmington Trust April 2007 - Present
First Data Corporation October 2002 - March 2007
Deutsche Bank Alex Brown 2001 - 2001
Skills
Base24, HP NonStop, Crystal Reports, Great Plains, System Administration, User Acceptance Testing, System Integration..., End-to-end Testing, Software Project..., eRoom, Data Center Relocation, Operations, Troubleshooting, Problem Solving, Critical Thinking, Software Implementation, Regression Testing, System Testing, Test Planning, Test Execution, Test Cases, Integration Testing, Software Installation, Software Quality..., Desktop Support, System Enhancements, Business Analysis, Visio, Production Support, Data Center, SharePoint, Technical Support, Process Improvement, Disaster Recovery, Integration, Software Documentation, Requirements Gathering
Education
Frostburg State University 1998 — 2002
Finance, Finance, Computer Science
Wilmington Trust April 2007 - Present
First Data Corporation October 2002 - March 2007
Deutsche Bank Alex Brown 2001 - 2001
Skills
Base24, HP NonStop, Crystal Reports, Great Plains, System Administration, User Acceptance Testing, System Integration..., End-to-end Testing, Software Project..., eRoom, Data Center Relocation, Operations, Troubleshooting, Problem Solving, Critical Thinking, Software Implementation, Regression Testing, System Testing, Test Planning, Test Execution, Test Cases, Integration Testing, Software Installation, Software Quality..., Desktop Support, System Enhancements, Business Analysis, Visio, Production Support, Data Center, SharePoint, Technical Support, Process Improvement, Disaster Recovery, Integration, Software Documentation, Requirements Gathering
Education
Frostburg State University 1998 — 2002
Finance, Finance, Computer Science
Jared Bauman's Wilmington Trust Experience December 2013 - Present
Job Cost and Tax Accountant at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2013 - Present
The Bank of New York Mellon May 2008 - August 2013
BNY Mellon May 2008 - August 2013
Skills
Financial Reporting, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Financial Modeling
Education
Florida Institute of Technology 2008 — 2011
MBA, Accounting, Finance
University of Pittsburgh 2004 — 2008
BSBA, Accounting/Finance
Wilmington Trust December 2013 - Present
The Bank of New York Mellon May 2008 - August 2013
BNY Mellon May 2008 - August 2013
Skills
Financial Reporting, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Financial Modeling
Education
Florida Institute of Technology 2008 — 2011
MBA, Accounting, Finance
University of Pittsburgh 2004 — 2008
BSBA, Accounting/Finance
Ricky Nicks's Wilmington Trust Experience Vice PresidentSEI InvestmentsJanuary 2005 - July 2008
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust Vice PresidentSEI InvestmentsJanuary 2005 - July 2008
SEI 2005 - 2008
iGATE Global Solutions April 2001 - October 2004
Wachovia Bank 1970 - 2000
Wachovia 1970 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1980
Executive Management Program, Business
Guilford College 1966 — 1970
Bachelor of Arts, Economics & Social Studies
Wilmington Trust Vice PresidentSEI InvestmentsJanuary 2005 - July 2008
SEI 2005 - 2008
iGATE Global Solutions April 2001 - October 2004
Wachovia Bank 1970 - 2000
Wachovia 1970 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1980
Executive Management Program, Business
Guilford College 1966 — 1970
Bachelor of Arts, Economics & Social Studies
Steven DelVecchio's Wilmington Trust Experience March 2010 - December 2010
Job Commercial Real Estate Appraiser at Professional Valuation
Industry Banking
Experience
Professional Valuation August 2013 - Present
Vanguard January 2011 - July 2013
Wilmington Trust March 2010 - December 2010
Equifax Settlement Services April 2009 - January 2010
Education
Grand Canyon University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 2003 — 2008
Bachelors, Economics
Professional Valuation August 2013 - Present
Vanguard January 2011 - July 2013
Wilmington Trust March 2010 - December 2010
Equifax Settlement Services April 2009 - January 2010
Education
Grand Canyon University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 2003 — 2008
Bachelors, Economics
Daniel Gardner's Wilmington Trust Experience January 2010 - Present
Job Vice President, Senior Family Governance Specialist at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust January 2010 - Present
Apogee Family Office May 2009 - February 2010
Leadership Development Company October 2004 - June 2008
Leadership Companies October 2004 - June 2008
Non Profits in GA and FL January 1999 - September 2004
Education
Geneva College 1994 — 1998
Bachelor of Science in Business Administration, Business Management and Marketing
Wilmington Trust January 2010 - Present
Apogee Family Office May 2009 - February 2010
Leadership Development Company October 2004 - June 2008
Leadership Companies October 2004 - June 2008
Non Profits in GA and FL January 1999 - September 2004
Education
Geneva College 1994 — 1998
Bachelor of Science in Business Administration, Business Management and Marketing
Joan Zechman's Wilmington Trust Experience March 2014 - Present
Job Vice President, Business and Planning Manager at Wilmington Trust (M&T Bank)
Industry Banking
Experience
Wilmington Trust March 2014 - Present
Wilmington Trust January 2011 - Present
Wilmington Trust July 2002 - January 2012
JP Morgan Chase 1993 - 2001
Manufacturers Hanover Trust 1992 - 1994
Chemical Bank 1983 - 1992
Skills
Banking, Process Improvement, Corporate Governance, Customer Oriented, Not-for-profit, Grant Administration, Integration, Employee Recognition, Vendor Management, Risk Management, Strategic Planning, Analysis, Customer Relations, Finance, Financial Services, Leadership, Management, Program Management, Securities
Education
Goldey Beacom College 2010 — 2010
University of Delaware
Communications
Wilmington Trust March 2014 - Present
Wilmington Trust January 2011 - Present
Wilmington Trust July 2002 - January 2012
JP Morgan Chase 1993 - 2001
Manufacturers Hanover Trust 1992 - 1994
Chemical Bank 1983 - 1992
Skills
Banking, Process Improvement, Corporate Governance, Customer Oriented, Not-for-profit, Grant Administration, Integration, Employee Recognition, Vendor Management, Risk Management, Strategic Planning, Analysis, Customer Relations, Finance, Financial Services, Leadership, Management, Program Management, Securities
Education
Goldey Beacom College 2010 — 2010
University of Delaware
Communications
Bill Sturdivant's Wilmington Trust Experience 1980 - 1989
Job Integration excellence Solution/Data Architect at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca July 2014 - Present
AstraZeneca Pharmaceuticals 1999 - Present
AstraZeneca March 2012 - July 2014
AstraZeneca June 1999 - March 2012
PSCI May 1999 - July 2001
Alliance Consulting March 1998 - May 1999
MBNA 1994 - 1998
CoreStates Financial January 1991 - December 1994
Wilmington Trust 1980 - 1989
Skills
Unix, Databases, SDLC, System Architecture, Data Warehousing, IT Management, Data Modeling, Oracle, Disaster Recovery, IT Strategy, Requirements Analysis, Enterprise Architecture, ITIL, Vendor Management, IT Service Management
Education
Goldey-Beacom College 1980 — 1982
AS, Accounting
AstraZeneca July 2014 - Present
AstraZeneca Pharmaceuticals 1999 - Present
AstraZeneca March 2012 - July 2014
AstraZeneca June 1999 - March 2012
PSCI May 1999 - July 2001
Alliance Consulting March 1998 - May 1999
MBNA 1994 - 1998
CoreStates Financial January 1991 - December 1994
Wilmington Trust 1980 - 1989
Skills
Unix, Databases, SDLC, System Architecture, Data Warehousing, IT Management, Data Modeling, Oracle, Disaster Recovery, IT Strategy, Requirements Analysis, Enterprise Architecture, ITIL, Vendor Management, IT Service Management
Education
Goldey-Beacom College 1980 — 1982
AS, Accounting
Andretta Weaver's Wilmington Trust Experience 2005 - April 2015
Job IAG Business Planning Manager at SunTrust
Industry Financial Services
Experience
SunTrust April 2015 - Present
Wilmington Trust 2005 - April 2015
Skills
Wealth Management, Asset Allocation, Equities, Investment Strategies, Mutual Funds, Investments, Financial Services, HP, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Bloomberg, Investment Management, Series 7, Series 63, Investment Advisory, Asset Management, Securities, Options Strategies, Options, Portfolio Performance..., Member of Toastmasters, Programming, SQL, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
Georgia Southern University 1995 — 1999
Bachelor's Degree, Computer Science
SunTrust April 2015 - Present
Wilmington Trust 2005 - April 2015
Skills
Wealth Management, Asset Allocation, Equities, Investment Strategies, Mutual Funds, Investments, Financial Services, HP, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Bloomberg, Investment Management, Series 7, Series 63, Investment Advisory, Asset Management, Securities, Options Strategies, Options, Portfolio Performance..., Member of Toastmasters, Programming, SQL, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
Georgia Southern University 1995 — 1999
Bachelor's Degree, Computer Science
Chick Pinto's Wilmington Trust Experience November 2006 - July 2011
Job EVP Chief Marketing Officer
Industry Financial Services
Experience
CapeBank July 2011 - Present
Wilmington Trust November 2006 - July 2011
Bank of America April 1993 - November 2006
Equibank April 1991 - March 1993
Mellon Bank / PSFS March 1985 - March 1991
Skills
Banking, Loans, Retail Banking, Marketing, Commercial Lending, Credit, Insurance, Leadership, Small Business Lending, Commercial Banking, Strategic Planning, Financial Services, Change Management
Education
Gwynedd Mercy University 1977 — 1981
BS, Business Administration / Marketing
CapeBank July 2011 - Present
Wilmington Trust November 2006 - July 2011
Bank of America April 1993 - November 2006
Equibank April 1991 - March 1993
Mellon Bank / PSFS March 1985 - March 1991
Skills
Banking, Loans, Retail Banking, Marketing, Commercial Lending, Credit, Insurance, Leadership, Small Business Lending, Commercial Banking, Strategic Planning, Financial Services, Change Management
Education
Gwynedd Mercy University 1977 — 1981
BS, Business Administration / Marketing
Patrick Tadie's Wilmington Trust Experience October 2014 - Present
Job Group Vice President, Global Structured Finance at Wilmington Trust
Industry Banking
Experience
Wilmington Trust October 2014 - Present
BNY Mellon October 2003 - May 2014
Bank of New York Mellon July 2006 - August 2011
Freddie Mac 2000 - 2003
First Union National Bank 1995 - 2000
Prudential Home Mortgage 1989 - 1995
Skills
Financial Services, Competitive Analysis, Mortgage Banking, Capital Markets, Structured Finance, Securities, Fixed Income, Derivatives, Investments, MBS, Securitization, Mortgage Lending, Finance, Financial Risk, Portfolio Management, Hedge Funds, Valuation, Loans, Risk Management, Bonds, Investor Relations, Asset Management, Due Diligence, Residential Mortgages, Financial Markets, Alternative Investments, Financial Analysis, Banking, Structured Products, Corporate Finance, CMBS, Financial Modeling, Relationship Management, Mergers & Acquisitions, Credit
Education
The George Washington University - School of Business 1989 — 1993
MBA, Finance and Investments
Georgetown University 1981 — 1985
BSBA, Accounting
Wilmington Trust October 2014 - Present
BNY Mellon October 2003 - May 2014
Bank of New York Mellon July 2006 - August 2011
Freddie Mac 2000 - 2003
First Union National Bank 1995 - 2000
Prudential Home Mortgage 1989 - 1995
Skills
Financial Services, Competitive Analysis, Mortgage Banking, Capital Markets, Structured Finance, Securities, Fixed Income, Derivatives, Investments, MBS, Securitization, Mortgage Lending, Finance, Financial Risk, Portfolio Management, Hedge Funds, Valuation, Loans, Risk Management, Bonds, Investor Relations, Asset Management, Due Diligence, Residential Mortgages, Financial Markets, Alternative Investments, Financial Analysis, Banking, Structured Products, Corporate Finance, CMBS, Financial Modeling, Relationship Management, Mergers & Acquisitions, Credit
Education
The George Washington University - School of Business 1989 — 1993
MBA, Finance and Investments
Georgetown University 1981 — 1985
BSBA, Accounting
Roger Hobby's Wilmington Trust Experience July 2008 - December 2013
Job EVP Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Wilmington Trust July 2008 - December 2013
Fidelity Investments; Fidelity Family Office Services 2007 - 2008
Fidelity Investments October 1989 - July 2007
Skills
Investment Management, Alternative Investments, Asset Allocation, Wealth Management, Strategy, Series 7, Mutual Funds, Investments, Asset Management, Securities, Investment Advisory, Financial Services, Hedge Funds, Portfolio Management
Education
University of Alabama 1984 — 1988
BS, Finance
Harvard Business School
Fidelity Investments December 2013 - Present
Wilmington Trust July 2008 - December 2013
Fidelity Investments; Fidelity Family Office Services 2007 - 2008
Fidelity Investments October 1989 - July 2007
Skills
Investment Management, Alternative Investments, Asset Allocation, Wealth Management, Strategy, Series 7, Mutual Funds, Investments, Asset Management, Securities, Investment Advisory, Financial Services, Hedge Funds, Portfolio Management
Education
University of Alabama 1984 — 1988
BS, Finance
Harvard Business School
Angela Damiano, CFA's Wilmington Trust Experience August 2014 - April 2015
Job Senior Analyst at Pagnato Karp, HighTower
Industry Financial Services
Experience
Pagnato Karp, HighTower April 2015 - Present
Wilmington Trust August 2014 - April 2015
Capital One June 2012 - August 2014
Center for Financial Services Innovation May 2011 - August 2011
NERA Economic Consulting June 2007 - July 2010
Skills
Economics, Finance, Valuation, Capital Markets
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Mary Washington College 2003 — 2007
BS, Economics and Business Administration
Pagnato Karp, HighTower April 2015 - Present
Wilmington Trust August 2014 - April 2015
Capital One June 2012 - August 2014
Center for Financial Services Innovation May 2011 - August 2011
NERA Economic Consulting June 2007 - July 2010
Skills
Economics, Finance, Valuation, Capital Markets
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Mary Washington College 2003 — 2007
BS, Economics and Business Administration
Ronald Carbine's Wilmington Trust Experience 1997 - 2000
Job Systems Engineer at DTI., Inc.
Industry Computer Networking
Experience
DTI., Inc. March 2009 - Present
DTI., Inc. March 2009 - Present
The Bank of New York January 2000 - January 2009
The Bank of New York (DE) January 2000 - January 2009
MTM Technologies April 1997 - January 2009
Info Systems, Inc. 1997 - 2009
MTM Technologies,. Inc April 1997 - January 2001
Wilmington Trust 1997 - 2000
Philadelphia Health Services November 1994 - April 1997
Allegheny Health Education & Research Foundation June 1992 - November 1994
Education
Goldey-Beacom College
B.S, Computer Information Systems
Goldey-Beacom College
B.S, Business Administration
DTI., Inc. March 2009 - Present
DTI., Inc. March 2009 - Present
The Bank of New York January 2000 - January 2009
The Bank of New York (DE) January 2000 - January 2009
MTM Technologies April 1997 - January 2009
Info Systems, Inc. 1997 - 2009
MTM Technologies,. Inc April 1997 - January 2001
Wilmington Trust 1997 - 2000
Philadelphia Health Services November 1994 - April 1997
Allegheny Health Education & Research Foundation June 1992 - November 1994
Education
Goldey-Beacom College
B.S, Computer Information Systems
Goldey-Beacom College
B.S, Business Administration
Danielle Zack's Wilmington Trust Experience June 2010 - September 2012
Job Sr. Sponsored Program Coordinator at University of Delaware
Industry Financial Services
Experience
University of Delaware September 2012 - Present
Wilmington Trust June 2010 - September 2012
Wilmington Trust September 2004 - September 2012
Citicorp Trust Bank, fsb June 2003 - September 2004
Frostburg State University August 2001 - May 2003
Frostburg State University September 1997 - May 2003
Skills
Management, Customer Service, Microsoft Office, Coaching, Budgets, Marketing, Sales, Banking, Financial Services, Finance, Securities, Credit, Investments, Business Analysis, Negotiation, Risk Management, Public Speaking, Insurance, Mutual Funds, Accounting, Financial Analysis, Analysis, Software Documentation, Leadership
Education
Frostburg State University 2001 — 2003
MBA, Business Administration
Frostburg State University 1997 — 2001
BS, Business Administration
University of Delaware September 2012 - Present
Wilmington Trust June 2010 - September 2012
Wilmington Trust September 2004 - September 2012
Citicorp Trust Bank, fsb June 2003 - September 2004
Frostburg State University August 2001 - May 2003
Frostburg State University September 1997 - May 2003
Skills
Management, Customer Service, Microsoft Office, Coaching, Budgets, Marketing, Sales, Banking, Financial Services, Finance, Securities, Credit, Investments, Business Analysis, Negotiation, Risk Management, Public Speaking, Insurance, Mutual Funds, Accounting, Financial Analysis, Analysis, Software Documentation, Leadership
Education
Frostburg State University 2001 — 2003
MBA, Business Administration
Frostburg State University 1997 — 2001
BS, Business Administration
Ken Welcher's Wilmington Trust Experience 1997 - 1999
Job Industry Research Specialist Financial Services
Industry Financial Services
Experience
ING 2007 - 2009
ING 2000 - 2007
Morgan Stanley Dean Witter 1990 - 2000
Wilmington Trust 1997 - 1999
Wilmington Trust 1994 - 1997
H&R Block 1901 - 1901
Skills
Financial Services, Fixed Annuities, Retirement, Marketing, Portfolio Management, Wealth Management, Finance
Education
Goldey-Beacom College 2010 — 2011
MBA, Financial Management Concentration
University of Delaware 1986 — 1990
BS, Economics
ING 2007 - 2009
ING 2000 - 2007
Morgan Stanley Dean Witter 1990 - 2000
Wilmington Trust 1997 - 1999
Wilmington Trust 1994 - 1997
H&R Block 1901 - 1901
Skills
Financial Services, Fixed Annuities, Retirement, Marketing, Portfolio Management, Wealth Management, Finance
Education
Goldey-Beacom College 2010 — 2011
MBA, Financial Management Concentration
University of Delaware 1986 — 1990
BS, Economics
Elson DeVan's Wilmington Trust Experience March 2007 - Present
Job Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2007 - Present
Wilmington Trust March 2004 - March 2007
Wilmington Trust August 1998 - March 2004
Skills
Investments, Investment Strategies, Finance, Wealth Management, Trading, Alternative Investments, Asset Allocation, Asset Management
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Hampden-Sydney College 1993 — 1997
1997, Economics
Wilmington Trust March 2007 - Present
Wilmington Trust March 2004 - March 2007
Wilmington Trust August 1998 - March 2004
Skills
Investments, Investment Strategies, Finance, Wealth Management, Trading, Alternative Investments, Asset Allocation, Asset Management
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Hampden-Sydney College 1993 — 1997
1997, Economics
Steven Lindale's Wilmington Trust Experience August 2006 - Present
Job VP Senior Compliance Officer WTIA
Industry Financial Services
Experience
Wilmington Trust August 2006 - Present
PNCGIS 1997 - 2006
PFPC 1997 - 2006
Skills
Investments, Financial Services, Asset Managment, Equities, Mutual Funds, Securities, Alternative Investments, Series 63, Fixed Income, Wealth Management, Series 7, Asset Management, Hedge Funds, Portfolio Management, Due Diligence, Financial Analysis, Risk Management
Education
Goldey-Beacom College 2006 — 2008
MBA, Concentration in Finance (High Honors)
University of Delaware 1984 — 1988
Bachelor of Accounting
Wilmington Trust August 2006 - Present
PNCGIS 1997 - 2006
PFPC 1997 - 2006
Skills
Investments, Financial Services, Asset Managment, Equities, Mutual Funds, Securities, Alternative Investments, Series 63, Fixed Income, Wealth Management, Series 7, Asset Management, Hedge Funds, Portfolio Management, Due Diligence, Financial Analysis, Risk Management
Education
Goldey-Beacom College 2006 — 2008
MBA, Concentration in Finance (High Honors)
University of Delaware 1984 — 1988
Bachelor of Accounting
Eleanor Kress's Wilmington Trust Experience 2008 - January 2010
Job at Wilmington Trust Retirement and Institutional Trust Compay
Industry Banking
Experience
Wilmington Trust Retirement and Institutional Services Company December 2009 - Present
Wilmington Trust 2008 - January 2010
UBS Fiduciary Trust Company November 2001 - October 2008
UBS Wealth Management 2001 - 2008
Education
University of North Carolina School of Law 1977 — 1980
JD, Trusts & Estates, Taxation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1980
MBA, Finance
Goucher College 1972 — 1976
BA, Economics and History
Wilmington Trust Retirement and Institutional Services Company December 2009 - Present
Wilmington Trust 2008 - January 2010
UBS Fiduciary Trust Company November 2001 - October 2008
UBS Wealth Management 2001 - 2008
Education
University of North Carolina School of Law 1977 — 1980
JD, Trusts & Estates, Taxation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1980
MBA, Finance
Goucher College 1972 — 1976
BA, Economics and History
Matt Werkmeister's Wilmington Trust Experience May 2004 - March 2006
Job Deposit Services at WSFS Bank
Industry Banking
Experience
WSFS Bank May 2009 - Present
WSFS Bank June 2007 - May 2009
Kohl's Department Stores October 2003 - May 2007
Wilmington Trust May 2004 - March 2006
Blockbuster July 2003 - May 2004
Regal Entertainment Group October 2000 - June 2003
Brandywine Chrysler-Jeep June 2000 - August 2002
Education
Goldey-Beacom College 2002 — 2008
BS, Financial Management
WSFS Bank May 2009 - Present
WSFS Bank June 2007 - May 2009
Kohl's Department Stores October 2003 - May 2007
Wilmington Trust May 2004 - March 2006
Blockbuster July 2003 - May 2004
Regal Entertainment Group October 2000 - June 2003
Brandywine Chrysler-Jeep June 2000 - August 2002
Education
Goldey-Beacom College 2002 — 2008
BS, Financial Management
Tina Lorenz, CFA's Wilmington Trust Experience April 1988 - June 2006
Job Vice President, Product Management at InvestEdge, Inc.
Industry Computer Software
Experience
InvestEdge, Inc. June 2006 - Present
Wilmington Trust April 1988 - June 2006
Skills
Financial Services, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Asset Managment, Securities, Wealth Management, Investments, Alternative Investments, Business Development
Education
Wilmington University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Goldey-Beacom College
BS, Finance
InvestEdge, Inc. June 2006 - Present
Wilmington Trust April 1988 - June 2006
Skills
Financial Services, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Asset Managment, Securities, Wealth Management, Investments, Alternative Investments, Business Development
Education
Wilmington University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Goldey-Beacom College
BS, Finance
Colleen Barnwell's Wilmington Trust Experience February 1996 - Present
Job Evangelist at Perfect Will Ministries
Industry Banking
Experience
Perfect Will Ministries October 2003 - Present
Wilmington Trust February 1996 - Present
Skills
Investments, Wealth Management, Financial Analysis, Banking, Strategic Financial..., Portfolio Management, Financial Services, Investment Strategies, Mutual Funds, Financial Modeling, Equities, Financial Reporting, Asset Allocation, Enterprise Risk..., High Net Worth..., Capital Markets, Securities, Asset Management, Risk Management, Relationship Management, Alternative Investments, Credit, Business Analysis, Hedge Funds, Investment Advisory, Fixed Income, Mergers & Acquisitions, Analysis, Leadership, Finance
Education
Goldey-Beacom College 1987 — 1992
Perfect Will Ministries October 2003 - Present
Wilmington Trust February 1996 - Present
Skills
Investments, Wealth Management, Financial Analysis, Banking, Strategic Financial..., Portfolio Management, Financial Services, Investment Strategies, Mutual Funds, Financial Modeling, Equities, Financial Reporting, Asset Allocation, Enterprise Risk..., High Net Worth..., Capital Markets, Securities, Asset Management, Risk Management, Relationship Management, Alternative Investments, Credit, Business Analysis, Hedge Funds, Investment Advisory, Fixed Income, Mergers & Acquisitions, Analysis, Leadership, Finance
Education
Goldey-Beacom College 1987 — 1992
Michelle Leggio's Wilmington Trust Experience September 2012 - November 2013
Job Trust Administrator at Christiana Trust and owner of CGS, Commercial Grounds Service
Industry Management Consulting
Experience
Christiana Bank & Trust November 2013 - Present
CGS Commercial Grounds Services July 2010 - Present
Wilmington Trust September 2012 - November 2013
Paoli Services, Inc. September 2009 - January 2011
Corporation Service Company February 2009 - September 2009
Leggio & Son, Inc. June 2005 - October 2008
Gilpin Mortgage February 2003 - June 2005
Wilmington Trust Company 1999 - 2000
Skills
Credit, Financial Services, Finance, Entrepreneurship, Loans, Mortgage Lending, Project Planning, Small Business, Banking, High Net Worth..., Wealth Management, Business Development, Training
Education
Wilmington University 2002 — 2003
General Studies
Goldey-Beacom College 1993 — 1997
Finance
Christiana Bank & Trust November 2013 - Present
CGS Commercial Grounds Services July 2010 - Present
Wilmington Trust September 2012 - November 2013
Paoli Services, Inc. September 2009 - January 2011
Corporation Service Company February 2009 - September 2009
Leggio & Son, Inc. June 2005 - October 2008
Gilpin Mortgage February 2003 - June 2005
Wilmington Trust Company 1999 - 2000
Skills
Credit, Financial Services, Finance, Entrepreneurship, Loans, Mortgage Lending, Project Planning, Small Business, Banking, High Net Worth..., Wealth Management, Business Development, Training
Education
Wilmington University 2002 — 2003
General Studies
Goldey-Beacom College 1993 — 1997
Finance
Darlene McCarthy's Wilmington Trust Experience January 2004 - Present
Job Banking Officer & Executive Administrative Assistant
Industry Banking
Experience
Wilmington Trust January 2004 - Present
Wilmington Trust September 1999 - January 2004
Wilmington Trust Company September 1997 - September 1999
Skills
Banking
Education
Goldey-Beacom College 1979 — 1981
Business
St. Mark's High School 1976 — 1979
Wilmington Trust January 2004 - Present
Wilmington Trust September 1999 - January 2004
Wilmington Trust Company September 1997 - September 1999
Skills
Banking
Education
Goldey-Beacom College 1979 — 1981
Business
St. Mark's High School 1976 — 1979
Theresa Baldwin's Wilmington Trust Experience 2010 - 2011
Job Unit Manager Loan Accounting Loan Settlement Client Services at Wilmington Trust
Industry Banking
Experience
Wilmington Trust 2010 - 2011
H&R Block December 2007 - 2011
MBNA America Bank 1996 - 2006
MBNA America Bank, NA 1995 - 1996
Education
Goldey Beacom College
MBA, Business Administration & Human Resource Management
Wilmington College
BBA, Business Management
Wilmington Trust 2010 - 2011
H&R Block December 2007 - 2011
MBNA America Bank 1996 - 2006
MBNA America Bank, NA 1995 - 1996
Education
Goldey Beacom College
MBA, Business Administration & Human Resource Management
Wilmington College
BBA, Business Management
Maria Elena Espinoza's Wilmington Trust Experience December 2014 - March 2015
Job AML/BSA/KYC Consultant
Industry Banking
Experience
K2 Intelligence August 2015 - Present
Wilmington Trust December 2014 - March 2015
ESSO Compliance LLC February 2014 - August 2014
Lloyds Bank July 2013 - October 2013
US Century Bank August 2012 - June 2013
HSBC June 2012 - August 2012
Skills
AML, Bank Secrecy Act, OFAC, Enhanced Due Diligence, Paralegals, Due Diligence, Finance, Financial Services, Anti Money Laundering, Credit, Operational Risk..., Banking, Financial Risk, Fraud, KYC, Operational Risk, Retail Banking, Risk Management
Education
USPS
K2 Intelligence August 2015 - Present
Wilmington Trust December 2014 - March 2015
ESSO Compliance LLC February 2014 - August 2014
Lloyds Bank July 2013 - October 2013
US Century Bank August 2012 - June 2013
HSBC June 2012 - August 2012
Skills
AML, Bank Secrecy Act, OFAC, Enhanced Due Diligence, Paralegals, Due Diligence, Finance, Financial Services, Anti Money Laundering, Credit, Operational Risk..., Banking, Financial Risk, Fraud, KYC, Operational Risk, Retail Banking, Risk Management
Education
USPS
Peter Molendyke's Wilmington Trust Experience March 1996 - March 1997
Job Vice President of Lending at Sun East Federal Credit Union
Industry Banking
Experience
Sun East Federal Credit Union April 2014 - Present
Police and Fire Federal Credit Union February 2013 - April 2014
AIG Bank April 2011 - February 2013
Polish & Slavic Federal Credit Union February 2009 - May 2011
Susquehanna Bank 2007 - 2008
Hudson United Bank 2000 - 2006
Summit Bank 1997 - 2000
Wilmington Trust March 1996 - March 1997
Chemical Bank New York February 1988 - October 1996
Mellon Bank February 1985 - February 1988
Skills
Credit, Commercial Banking, Banking, Loans, Credit Risk, Financial Risk, Financial Services, Portfolio Management, Finance, Risk Management, Consumer Lending, Mortgage Lending, Credit Analysis, Due Diligence, Management, Credit Cards
Education
University of Virginia 1986 — 1999
Certificate, Graduate School of Retail Bank Management
Muhlenberg College 1971 — 1975
BA, Economics
Fairleigh Dickinson University
MBA, Finance
Sun East Federal Credit Union April 2014 - Present
Police and Fire Federal Credit Union February 2013 - April 2014
AIG Bank April 2011 - February 2013
Polish & Slavic Federal Credit Union February 2009 - May 2011
Susquehanna Bank 2007 - 2008
Hudson United Bank 2000 - 2006
Summit Bank 1997 - 2000
Wilmington Trust March 1996 - March 1997
Chemical Bank New York February 1988 - October 1996
Mellon Bank February 1985 - February 1988
Skills
Credit, Commercial Banking, Banking, Loans, Credit Risk, Financial Risk, Financial Services, Portfolio Management, Finance, Risk Management, Consumer Lending, Mortgage Lending, Credit Analysis, Due Diligence, Management, Credit Cards
Education
University of Virginia 1986 — 1999
Certificate, Graduate School of Retail Bank Management
Muhlenberg College 1971 — 1975
BA, Economics
Fairleigh Dickinson University
MBA, Finance
Jennifer (McCollum) Scully's Wilmington Trust Experience 1984 - 1996
Job VP Relationship Manager at Howard Bank
Industry Banking
Experience
Howard Bank October 2014 - Present
NBRS FINANCIAL BANK March 2008 - October 2014
Bay First Bank, NA 2006 - 2008
WSFS Bank 1996 - 2006
Wilmington Trust 1984 - 1996
Skills
Finance, Commercial Banking, Mergers & Acquisitions, Banking, Credit, Financial Analysis, Small Business Lending, Commercial Lending, Loan Origination, Financial Services, Leadership, Portfolio Management, Mortgage Lending, Loans, Risk Management, Commercial Mortgages, Retail Banking, Credit Analysis, Relationship Management
Education
Goldey-Beacom College
Finance Management
Wilmington University
Banking & Finance
Howard Bank October 2014 - Present
NBRS FINANCIAL BANK March 2008 - October 2014
Bay First Bank, NA 2006 - 2008
WSFS Bank 1996 - 2006
Wilmington Trust 1984 - 1996
Skills
Finance, Commercial Banking, Mergers & Acquisitions, Banking, Credit, Financial Analysis, Small Business Lending, Commercial Lending, Loan Origination, Financial Services, Leadership, Portfolio Management, Mortgage Lending, Loans, Risk Management, Commercial Mortgages, Retail Banking, Credit Analysis, Relationship Management
Education
Goldey-Beacom College
Finance Management
Wilmington University
Banking & Finance
Chanelle Jamison's Wilmington Trust Experience October 2000 - September 2011
Job Executive Administrative Assistant to the COO at Connections Csp Inc
Industry Hospitality
Experience
Connections Csp Inc February 2015 - Present
Self-Employed in an ongoing status also October 2011 - Present
Wilmington Trust October 2000 - September 2011
Skills
Executive Level..., Events Coordination &..., Customer Service, Public Relations, Problem Management &..., Editing/Proofreading, Account Reconciliation, Thorough Research, Independent Thinking..., Work well individually..., Microsoft Office (esp...., Visio Software, Adobe Creative Suite, Excellent Telephone..., Ten key, Office Equipment..., Training, Outlook, Financial Services, Visio, Ten Key, Microsoft Excel, Administrative..., Management, CRM, Risk Management, Banking, Leadership, Budgets, Microsoft Office, Public Speaking, Event Planning
Education
Delcastle Vo-Tech High School - Graduated 1987 1983 — 1987
Diploma & Certificate of Skills Applications, Medical Administrative/Executive Assistant and Medical Secretary
Goldey Beacom College
currently working on BS in Business Admin, with a concentration in Human Resources Management
Connections Csp Inc February 2015 - Present
Self-Employed in an ongoing status also October 2011 - Present
Wilmington Trust October 2000 - September 2011
Skills
Executive Level..., Events Coordination &..., Customer Service, Public Relations, Problem Management &..., Editing/Proofreading, Account Reconciliation, Thorough Research, Independent Thinking..., Work well individually..., Microsoft Office (esp...., Visio Software, Adobe Creative Suite, Excellent Telephone..., Ten key, Office Equipment..., Training, Outlook, Financial Services, Visio, Ten Key, Microsoft Excel, Administrative..., Management, CRM, Risk Management, Banking, Leadership, Budgets, Microsoft Office, Public Speaking, Event Planning
Education
Delcastle Vo-Tech High School - Graduated 1987 1983 — 1987
Diploma & Certificate of Skills Applications, Medical Administrative/Executive Assistant and Medical Secretary
Goldey Beacom College
currently working on BS in Business Admin, with a concentration in Human Resources Management
Melissa Turpin's Wilmington Trust Experience June 2009 - August 2009
Job Category Consultant at The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company May 2015 - Present
The Hershey Company August 2013 - May 2015
The Hershey Company July 2010 - August 2013
Elizabethtown College August 2009 - June 2010
Wilmington Trust June 2009 - August 2009
Skills
Customer Service, Microsoft Office, Event Management, Inventory Management, PowerPoint, Budgets, Data Analysis, Forecasting, Microsoft Excel, Market Research, Social Networking, Sales, Time Management, Retail, Management, Consumer Products
Education
Elizabethtown College 2006 — 2010
Bachelor of Science, International Business, Spanish (Minor)
The Hershey Company May 2015 - Present
The Hershey Company August 2013 - May 2015
The Hershey Company July 2010 - August 2013
Elizabethtown College August 2009 - June 2010
Wilmington Trust June 2009 - August 2009
Skills
Customer Service, Microsoft Office, Event Management, Inventory Management, PowerPoint, Budgets, Data Analysis, Forecasting, Microsoft Excel, Market Research, Social Networking, Sales, Time Management, Retail, Management, Consumer Products
Education
Elizabethtown College 2006 — 2010
Bachelor of Science, International Business, Spanish (Minor)
Denny Barrowclough's Wilmington Trust Experience April 1986 - May 2009
Job Retired
Industry Banking
Experience
Wilmington Trust Company May 2009 - Present
Wilmington Trust April 1986 - May 2009
Barclays Bank of Delaware January 1985 - April 1986
PNC/Bank of Delaware February 1970 - February 1985
Skills
Banking, Operations Management, Management, Process Improvement, Business Analysis, Retail Banking
Education
Goldey Beacom College 1974 — 1976
Business Management
Wilmington Trust Company May 2009 - Present
Wilmington Trust April 1986 - May 2009
Barclays Bank of Delaware January 1985 - April 1986
PNC/Bank of Delaware February 1970 - February 1985
Skills
Banking, Operations Management, Management, Process Improvement, Business Analysis, Retail Banking
Education
Goldey Beacom College 1974 — 1976
Business Management
Emily Ciancio, CMP's Wilmington Trust Experience September 1989 - May 2005
Job Meeting Planner
Industry Hospital & Health Care
Experience
Nemours March 2014 - Present
Nemours June 2005 - November 2013
Wilmington Trust September 1989 - May 2005
Skills
Meeting Planning, Event Planning, Management, Managing Meetings, Budgets, Event Management, Customer Service, Nonprofits, Contract Negotiation, Technical Support, Microsoft Office, Troubleshooting
Education
Goldey Beacom College
Bachelor, Finance
Nemours March 2014 - Present
Nemours June 2005 - November 2013
Wilmington Trust September 1989 - May 2005
Skills
Meeting Planning, Event Planning, Management, Managing Meetings, Budgets, Event Management, Customer Service, Nonprofits, Contract Negotiation, Technical Support, Microsoft Office, Troubleshooting
Education
Goldey Beacom College
Bachelor, Finance
Amy Kaden's Wilmington Trust Experience 1995 - 1998
Job Director, IT at First Data Corporation
Industry Financial Services
Experience
First Data Corporation September 2013 - Present
First Data Corporation March 2010 - September 2013
First Data Corporation 2004 - 2010
Wilmington Trust 1995 - 1998
Education
University of Delaware 1992 — 1995
Bachelor of Arts, English
Grove City College 1991 — 1991
Finance
First Data Corporation September 2013 - Present
First Data Corporation March 2010 - September 2013
First Data Corporation 2004 - 2010
Wilmington Trust 1995 - 1998
Education
University of Delaware 1992 — 1995
Bachelor of Arts, English
Grove City College 1991 — 1991
Finance
Nancy Larkin's Wilmington Trust Experience September 2001 - July 2011
Job Retired!! Former Project Manager at WSFS Bank
Industry Banking
Experience
Retired and traveling March 2014 - Present
Cash Connect, WSFS Bank July 2011 - March 2014
Wilmington Trust September 2001 - July 2011
Brandywine Insurance Agency, Inc. (Wilm Trust) June 1983 - September 2001
Education
Elizabethtown College
BS, Education
Retired and traveling March 2014 - Present
Cash Connect, WSFS Bank July 2011 - March 2014
Wilmington Trust September 2001 - July 2011
Brandywine Insurance Agency, Inc. (Wilm Trust) June 1983 - September 2001
Education
Elizabethtown College
BS, Education
Anita Salas, BBA, CTFA's Wilmington Trust Experience
Job Estate Settlement Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust
Skills
Wealth Management, Strategic Financial..., Banking, Financial Analysis
Education
Florida Atlantic University 2002 — 2009
Bachelor of Business Administration (B.B.A.), Management & Marketing
Wilmington Trust
Skills
Wealth Management, Strategic Financial..., Banking, Financial Analysis
Education
Florida Atlantic University 2002 — 2009
Bachelor of Business Administration (B.B.A.), Management & Marketing
Martha Mason's Wilmington Trust Experience January 2010 - December 2012
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2010 - December 2012
Wilmington Trust 2008 - 2010
Baldwin Tays/Marathon Research 2004 - 2008
Carter & Associates 1999 - 2003
Skills
Communication, client..., Real Estate, Banking, Mutual Funds, Wealth Management, Portfolio Management, Securities, Investments, Credit, Relationship Management, Equities, Asset Management, Risk Management, Fixed Income, Loans, Bloomberg
Education
Emory at Oxford
Georgia State University
Wilmington Trust January 2010 - December 2012
Wilmington Trust 2008 - 2010
Baldwin Tays/Marathon Research 2004 - 2008
Carter & Associates 1999 - 2003
Skills
Communication, client..., Real Estate, Banking, Mutual Funds, Wealth Management, Portfolio Management, Securities, Investments, Credit, Relationship Management, Equities, Asset Management, Risk Management, Fixed Income, Loans, Bloomberg
Education
Emory at Oxford
Georgia State University
Leslie Hudgon's Wilmington Trust Experience July 2004 - Present
Job Administrative Assistant at Wilmington Trust
Industry Banking
Experience
Wilmington Trust July 2004 - Present
Skills
Management, Spreadsheets, Risk Management, Financial Analysis, Credit, Investments, Accounting, Finance, Wealth Management, Insurance, Cash Management
Education
Fashion Institute of Design & Merchandising
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wilmington Trust July 2004 - Present
Skills
Management, Spreadsheets, Risk Management, Financial Analysis, Credit, Investments, Accounting, Finance, Wealth Management, Insurance, Cash Management
Education
Fashion Institute of Design & Merchandising
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Janice Cirillo's Wilmington Trust Experience 1986 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 1986 - Present
Education
Goldey-Beacom College 1984 — 1990
Accounting
Wilmington Trust 1986 - Present
Education
Goldey-Beacom College 1984 — 1990
Accounting
Thomas J. Hakala's Wilmington Trust Experience March 2001 - January 2012
Job at Fieldpoint Private Bank & Trust
Industry Banking
Experience
Fieldpoint Private Bank and Trust Company January 2012 - Present
Wilmington Trust March 2001 - January 2012
UBS April 1999 - March 2001
KPMG June 1989 - April 1999
Coopers & Lybrand 1975 - 1987
Skills
Attorney at Law, Certified Public..., Personal Financial..., Family Office, Wealth Management, Hedge Funds, Investments, Asset Managment, Estate Planning, Alternative Investments, Risk Management, Private Equity, High Net Worth..., Trusts, Mergers, Due Diligence, Capital Markets, Estate Tax Planning, Investment Management, Tax, Portfolio Management, Fixed Income, Banking, Tax Law, Wealth Management..., Mutual Funds, Asset Management, Securities
Education
St. John's University School of Law 1973 — 1975
Doctor of Law (JD), Law
Georgetown University 1966 — 1970
Bachelor's degree, History
Fieldpoint Private Bank and Trust Company January 2012 - Present
Wilmington Trust March 2001 - January 2012
UBS April 1999 - March 2001
KPMG June 1989 - April 1999
Coopers & Lybrand 1975 - 1987
Skills
Attorney at Law, Certified Public..., Personal Financial..., Family Office, Wealth Management, Hedge Funds, Investments, Asset Managment, Estate Planning, Alternative Investments, Risk Management, Private Equity, High Net Worth..., Trusts, Mergers, Due Diligence, Capital Markets, Estate Tax Planning, Investment Management, Tax, Portfolio Management, Fixed Income, Banking, Tax Law, Wealth Management..., Mutual Funds, Asset Management, Securities
Education
St. John's University School of Law 1973 — 1975
Doctor of Law (JD), Law
Georgetown University 1966 — 1970
Bachelor's degree, History
Seidi Quinones's Wilmington Trust Experience 2011 - 2011
Job Youth and Community Development
Industry Civic & Social Organization
Experience
Coalition for Hispanic Family Services February 2014 - Present
BridgeStreet Residences, Serviced Apartments and Suites July 2012 - June 2013
Wilmington Trust, Wealth Advisory March 2011 - October 2011
Babies "R" Us May 2010 - March 2011
Wilmington Trust 2011 - 2011
Hofstra University October 2007 - May 2010
NOAH Summer Program July 2008 - August 2008
Hofstra University January 2008 - May 2008
Skills
Leadership, Management, Human Resources
Education
Hofstra University 2005 — 2010
Bachelor of Arts (B.A.), Sociology
Coalition for Hispanic Family Services February 2014 - Present
BridgeStreet Residences, Serviced Apartments and Suites July 2012 - June 2013
Wilmington Trust, Wealth Advisory March 2011 - October 2011
Babies "R" Us May 2010 - March 2011
Wilmington Trust 2011 - 2011
Hofstra University October 2007 - May 2010
NOAH Summer Program July 2008 - August 2008
Hofstra University January 2008 - May 2008
Skills
Leadership, Management, Human Resources
Education
Hofstra University 2005 — 2010
Bachelor of Arts (B.A.), Sociology
Raymond Masucci's Wilmington Trust Experience November 1999 - Present
Job Senior Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 1999 - Present
Mellon Bank March 1987 - November 1999
BNY Private Wealth Group February 1985 - March 1987
JPMorgan Chase December 1980 - February 1983
Skills
Investments, Investment Advisory, Portfolio Management, Management, Wealth, Investment Strategies, Program Management, High Net Worth...
Education
New York University, Stern School of Business 1981 — 1984
Master of Business Administration (MBA), Finance
Georgetown University 1976 — 1980
BSBA, Accounting and Finance
Wilmington Trust November 1999 - Present
Mellon Bank March 1987 - November 1999
BNY Private Wealth Group February 1985 - March 1987
JPMorgan Chase December 1980 - February 1983
Skills
Investments, Investment Advisory, Portfolio Management, Management, Wealth, Investment Strategies, Program Management, High Net Worth...
Education
New York University, Stern School of Business 1981 — 1984
Master of Business Administration (MBA), Finance
Georgetown University 1976 — 1980
BSBA, Accounting and Finance
David Petry's Wilmington Trust Experience June 1979 - Present
Job Vice President at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust June 1979 - Present
Skills
Asset Allocation, Asset Management, Finance, Financial Analysis, Financial Services, Portfolio Management, Strategic Planning, Wealth Management
Education
Collge for Financial Planning 1991 — 1993
Certified Financial Planner, CFP
CFA Institute 1985 — 1988
Chartered Financial Analyst, CFA
Gettysburg College 1975 — 1979
Bachelor of Arts (BA), Finance, General
Wilmington Trust June 1979 - Present
Skills
Asset Allocation, Asset Management, Finance, Financial Analysis, Financial Services, Portfolio Management, Strategic Planning, Wealth Management
Education
Collge for Financial Planning 1991 — 1993
Certified Financial Planner, CFP
CFA Institute 1985 — 1988
Chartered Financial Analyst, CFA
Gettysburg College 1975 — 1979
Bachelor of Arts (BA), Finance, General
William Blevins's Wilmington Trust Experience November 2004 - Present
Job Fee Billing Supervisor RBC Wealth Management
Industry Financial Services
Experience
Wilmington Trust November 2004 - Present
Delaware County Community College September 2008 - Present
Skills
Software Documentation
Education
Wilmington College 2006 — 2008
Master of Business Administration (MBA), Finance, General
Goldey Beacom College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Wilmington Trust November 2004 - Present
Delaware County Community College September 2008 - Present
Skills
Software Documentation
Education
Wilmington College 2006 — 2008
Master of Business Administration (MBA), Finance, General
Goldey Beacom College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
LaTonya Hubbard's Wilmington Trust Experience October 2013 - Present
Job Vice President and Senior Private Client Fiduciary Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2013 - Present
Skills
Trusts, Wealth Management, Risk Management, Financial Services, Financial Planning, Asset Management, Portfolio Management, Banking, Investments
Education
Georgia State University
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Doctor of Law (JD)
University of Kansas
Bachelor's degree, Journalism
Wilmington Trust October 2013 - Present
Skills
Trusts, Wealth Management, Risk Management, Financial Services, Financial Planning, Asset Management, Portfolio Management, Banking, Investments
Education
Georgia State University
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Doctor of Law (JD)
University of Kansas
Bachelor's degree, Journalism
Jeremy Winter's Wilmington Trust Experience June 2009 - August 2010
Job Student at Harvard Law School
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2013 - August 2013
Swartz Swidler, LLC May 2012 - July 2012
M&T Bank September 2010 - April 2012
Wilmington Trust June 2009 - August 2010
Education
Harvard Law School 2012 — 2015
Doctor of Law (JD)
University of Delaware 2006 — 2010
Bachelor of Arts (BA)
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2013 - August 2013
Swartz Swidler, LLC May 2012 - July 2012
M&T Bank September 2010 - April 2012
Wilmington Trust June 2009 - August 2010
Education
Harvard Law School 2012 — 2015
Doctor of Law (JD)
University of Delaware 2006 — 2010
Bachelor of Arts (BA)
Nicole Krajewski's Wilmington Trust Experience September 2013 - Present
Job Private Client Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2013 - Present
Skills
Wealth Management, Investments, Wealth Management..., Estate Planning, Banking, Financial Services
Education
Goldey Beacom College 1991 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wilmington Trust September 2013 - Present
Skills
Wealth Management, Investments, Wealth Management..., Estate Planning, Banking, Financial Services
Education
Goldey Beacom College 1991 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Deanne Welsh's Wilmington Trust Experience April 1993 - Present
Job Assistant Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust April 1993 - Present
Skills
Banking
Education
Goldey-Beacom College 1992 — 1996
Bachelor of Science (B.S.), Finance Management
Wilmington Trust April 1993 - Present
Skills
Banking
Education
Goldey-Beacom College 1992 — 1996
Bachelor of Science (B.S.), Finance Management
Dan Goldfarb's Wilmington Trust Experience May 1991 - April 1995
Job portfolio manager at AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC September 2009 - Present
OppenheimerFunds-institutional April 2006 - August 2009
Babson Capital Management April 1995 - April 2006
Wilmington Trust May 1991 - April 1995
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
Master's Degree, Finance, General
Hobart and William Smith Colleges 1974 — 1978
Bachelor's Degree, Political Science and Government
AlphaOne Capital Partners LLC September 2009 - Present
OppenheimerFunds-institutional April 2006 - August 2009
Babson Capital Management April 1995 - April 2006
Wilmington Trust May 1991 - April 1995
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
Master's Degree, Finance, General
Hobart and William Smith Colleges 1974 — 1978
Bachelor's Degree, Political Science and Government
Natalia Ma's Wilmington Trust Experience 2008 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wilmington Trust 2008 - 2014
MGM Grand Hotel & Casino Las Vegas - City Center Sales Pavilion 2006 - 2008
KB Home (homebuilder) 2005 - 2006
eSecLending 2004 - 2005
State Street 2003 - 2004
State Street April 2003 - September 2003
State Street August 2000 - March 2003
State Street February 2000 - July 2000
State Street January 1999 - February 2000
Skills
Financial Services, Customer Service, Banking, Investments, Microsoft Office, Risk Management, Finance, Insurance, Wealth Management, Microsoft Word, Microsoft Excel, Deadline Oriented, Client Services, Operations Management, Problem Solving, Time Management, Process Improvement, Teamwork, Team Leadership, Management, Leadership, Portfolio Management, Business Analysis, Financial Analysis, Outlook, Equities, Relationship Management, Team Building, Budgets
Education
Endicott College 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Endicott College 1994 — 1996
Associate of Science (A.S.), Hotel, Motel, and Restaurant Management
Wilmington Trust 2008 - 2014
MGM Grand Hotel & Casino Las Vegas - City Center Sales Pavilion 2006 - 2008
KB Home (homebuilder) 2005 - 2006
eSecLending 2004 - 2005
State Street 2003 - 2004
State Street April 2003 - September 2003
State Street August 2000 - March 2003
State Street February 2000 - July 2000
State Street January 1999 - February 2000
Skills
Financial Services, Customer Service, Banking, Investments, Microsoft Office, Risk Management, Finance, Insurance, Wealth Management, Microsoft Word, Microsoft Excel, Deadline Oriented, Client Services, Operations Management, Problem Solving, Time Management, Process Improvement, Teamwork, Team Leadership, Management, Leadership, Portfolio Management, Business Analysis, Financial Analysis, Outlook, Equities, Relationship Management, Team Building, Budgets
Education
Endicott College 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Endicott College 1994 — 1996
Associate of Science (A.S.), Hotel, Motel, and Restaurant Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY