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,
Wilmington Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wilmington Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wilmington Trust Salaries. You can even request information on how much does Wilmington Trust pay if you want to. Learn about salaries, pros and cons of working for Wilmington Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,059 Wilmington Trust employees in database. Find out everything there's to know about Wilmington Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wilmington Trust Employees
Employee
Years
Job
Industry
Joe Piccirilli Jr. Joe Piccirilli Jr.'s Wilmington Trust Experience 2006 - 2011
Job CFO at Coastal Equities, Inc. & Coastal Investment Advisors
Industry Financial Services
Experience
Coastal Equities, Inc. & Coastal Investment Advisors March 2015 - Present
Vanguard 2011 - 2015
Wilmington Trust 2006 - 2011
Kupferman & Associates CPA 2002 - 2006
Skills
Accounting, Series 7, Investments, Financial Statements, Mutual Funds, Series 27, Series 24, Series 63, Securities Regulation, Regulatory Reporting, Securities, Process Improvement, General Ledger, PeopleSoft Financial, Microsoft Office
Education
Neumann University 1998 — 2002
Bachelor of Science, Accounting, G.P.A. 3.65
Salesianum School 1994 — 1998
Coastal Equities, Inc. & Coastal Investment Advisors March 2015 - Present
Vanguard 2011 - 2015
Wilmington Trust 2006 - 2011
Kupferman & Associates CPA 2002 - 2006
Skills
Accounting, Series 7, Investments, Financial Statements, Mutual Funds, Series 27, Series 24, Series 63, Securities Regulation, Regulatory Reporting, Securities, Process Improvement, General Ledger, PeopleSoft Financial, Microsoft Office
Education
Neumann University 1998 — 2002
Bachelor of Science, Accounting, G.P.A. 3.65
Salesianum School 1994 — 1998
Joseph Flood Joseph Flood's Wilmington Trust Experience 2000 - 2003
Job Senior Manager at EY
Industry Accounting
Experience
EY May 2015 - Present
ParenteBeard LLC October 2007 - May 2015
Grant Thornton LLP 2003 - 2007
Wilmington Trust 2000 - 2003
Education
La Salle University
Bachelor of Science (BS), Accounting
EY May 2015 - Present
ParenteBeard LLC October 2007 - May 2015
Grant Thornton LLP 2003 - 2007
Wilmington Trust 2000 - 2003
Education
La Salle University
Bachelor of Science (BS), Accounting
Sherry Costanzo Sherry Costanzo's Wilmington Trust Experience September 2006 - Present
Job Sr. Marketing Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2006 - Present
SLC Marketing Resources September 2004 - September 2006
PNC Advisors May 1998 - May 2004
CoreStates Financial Corp January 1995 - January 1998
CoreStates Investment Advisers January 1992 - January 1995
First Pennsylvania and CoreStates Banks January 1983 - January 1992
Skills
Product Development, Project Management, Branding & Identity, Competitive Analysis, Market Research, Marketing, Asset Allocation, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Series 7, Asset Management, Financial Services, Mutual Funds, Strategy, Training
Education
Villanova University 1986 — 1990
M.B.A., Finance
Indiana University of Pennsylvania 1978 — 1982
B.S., Business, Marketing
Wilmington Trust September 2006 - Present
SLC Marketing Resources September 2004 - September 2006
PNC Advisors May 1998 - May 2004
CoreStates Financial Corp January 1995 - January 1998
CoreStates Investment Advisers January 1992 - January 1995
First Pennsylvania and CoreStates Banks January 1983 - January 1992
Skills
Product Development, Project Management, Branding & Identity, Competitive Analysis, Market Research, Marketing, Asset Allocation, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Series 7, Asset Management, Financial Services, Mutual Funds, Strategy, Training
Education
Villanova University 1986 — 1990
M.B.A., Finance
Indiana University of Pennsylvania 1978 — 1982
B.S., Business, Marketing
Ruth Shiffler Ruth Shiffler's Wilmington Trust Experience May 2011 - Present
Job Assistant Vice President
Industry Banking
Experience
Wilmington Trust May 2011 - Present
Manufacturers and Traders Trust Company October 2008 - Present
The University of Akron May 2006 - May 2008
Skills
Legal Writing, Financial Analysis, Legal Research, Corporate Finance, Estate Planning, Due Diligence, Corporate Law, Securities, Corporate Governance, Civil Litigation, Commercial Litigation, Risk Management, Investments, Banking, Financial Services, Mergers & Acquisitions, Bankruptcy, Litigation, Nonprofits, Public Speaking
Education
The University of Akron 2006 — 2008
M.B.A., Finance
University of Akron School of Law 2005 — 2008
J.D., Law
Penn State University 2001 — 2005
B.S., Finance
Wilmington Trust May 2011 - Present
Manufacturers and Traders Trust Company October 2008 - Present
The University of Akron May 2006 - May 2008
Skills
Legal Writing, Financial Analysis, Legal Research, Corporate Finance, Estate Planning, Due Diligence, Corporate Law, Securities, Corporate Governance, Civil Litigation, Commercial Litigation, Risk Management, Investments, Banking, Financial Services, Mergers & Acquisitions, Bankruptcy, Litigation, Nonprofits, Public Speaking
Education
The University of Akron 2006 — 2008
M.B.A., Finance
University of Akron School of Law 2005 — 2008
J.D., Law
Penn State University 2001 — 2005
B.S., Finance
Andrea Behr Andrea Behr's Wilmington Trust Experience November 2012 - September 2013
Job Business Banking Relationship Liaison at M&T Bank
Industry Financial Services
Experience
M&T Bank September 2013 - Present
Wilmington Trust November 2012 - September 2013
M&T Bank August 2006 - November 2012
Johnson City Veterinary Hospital 2002 - 2006
Skills
Notary Public, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CSS, Sales Logix, SEI Trust 3000, Banking, Loans, Portfolio Management, Finance, Commercial Banking, Customer Service
Education
Penn Foster Career School 2005 — 2005
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Johnson City High School 1998 — 2002
M&T Bank September 2013 - Present
Wilmington Trust November 2012 - September 2013
M&T Bank August 2006 - November 2012
Johnson City Veterinary Hospital 2002 - 2006
Skills
Notary Public, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CSS, Sales Logix, SEI Trust 3000, Banking, Loans, Portfolio Management, Finance, Commercial Banking, Customer Service
Education
Penn Foster Career School 2005 — 2005
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Johnson City High School 1998 — 2002
Ricardo Burrell Ricardo Burrell's Wilmington Trust Experience January 2007 - May 2011
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
M&T Bank May 2011 - August 2014
Wilmington Trust January 2007 - May 2011
Generation Partners March 2002 - January 2007
Education
Marymount Manhattan College 2000 — 2003
B.A., Communication Arts
UBS Wealth Management August 2014 - Present
M&T Bank May 2011 - August 2014
Wilmington Trust January 2007 - May 2011
Generation Partners March 2002 - January 2007
Education
Marymount Manhattan College 2000 — 2003
B.A., Communication Arts
Joe DeVito Joe DeVito's Wilmington Trust Experience 2015 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2015 - Present
Skills
Financial Services, Relationship Management, Wealth Management, Investments, Retail Banking, Financial Planning, Trusts, Wealth Management..., Estate Planning, Finance, Management
Education
Peirce College 2005 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Wilmington Trust 2015 - Present
Skills
Financial Services, Relationship Management, Wealth Management, Investments, Retail Banking, Financial Planning, Trusts, Wealth Management..., Estate Planning, Finance, Management
Education
Peirce College 2005 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Magna Cum Laude
DiAnna Smith, MPA DiAnna Smith, MPA's Wilmington Trust Experience January 2005 - May 2005
Job Public Administration Professional
Industry Market Research
Experience
Laureate International Universities June 2010 - February 2013
Free Soulz Boutique August 2008 - August 2010
Verizon Communications May 2006 - July 2009
ING DIRECT June 2005 - May 2006
Wilmington Trust January 2005 - May 2005
Skills
Customer Relations, Customer Service, Administration, Inventory Management, Budget Management, Strategic Planning, Consutative Sales, Organizational Behavior, Organizational Culture, Budgets, Sales, System Administration, CRM, Management, Project Management, Strategy
Education
Walden University 2010 — 2012
Master of Public Administration, 3.9
Morgan State University 1999 — 2004
Bachelor of Science, Business Administration
Laureate International Universities June 2010 - February 2013
Free Soulz Boutique August 2008 - August 2010
Verizon Communications May 2006 - July 2009
ING DIRECT June 2005 - May 2006
Wilmington Trust January 2005 - May 2005
Skills
Customer Relations, Customer Service, Administration, Inventory Management, Budget Management, Strategic Planning, Consutative Sales, Organizational Behavior, Organizational Culture, Budgets, Sales, System Administration, CRM, Management, Project Management, Strategy
Education
Walden University 2010 — 2012
Master of Public Administration, 3.9
Morgan State University 1999 — 2004
Bachelor of Science, Business Administration
Cynthia Patterson, PMP, LSSBB Cynthia Patterson, PMP, LSSBB's Wilmington Trust Experience February 1999 - January 2000
Job Information Risk Manager at Barclays
Industry Banking
Experience
Barclaycard May 2015 - Present
Barclaycard December 2011 - May 2015
Bank of America January 2000 - October 2011
Wilmington Trust February 1999 - January 2000
USAF - 11th Contracting Squadron, Bolling AFB, DC March 1998 - February 1999
USAF - 436th Contracting Squadron, Dover AFB, DE January 1993 - February 1998
Skills
Management, Six Sigma, PMP, Project Management, Process Improvement, Risk Assessment, Risk Management, Leadership, Process Control, Process Management, Business Process, Process Engineering, Team Building, Strategic Planning, Troubleshooting, Business Analysis, Visio, Software Documentation, Change Management, SharePoint, Microsoft Office, Integration, Project Planning, Project Coordination, MS Project, Access, Problem Solving, PowerPoint, Travel, Network Administration, Wireless Networking, Cisco Routers, Software Project..., Credit Cards, Project Control
Education
Greenville Technical College 2014 — 2014
Lean Six Sigma Black Belt Certification, Process Engineering
Wilmington University 1996 — 1998
MSM, Human Resources Mgmt
Morgan State University 1985 — 1989
B.S., Mathematics / Computer Science
Barclaycard May 2015 - Present
Barclaycard December 2011 - May 2015
Bank of America January 2000 - October 2011
Wilmington Trust February 1999 - January 2000
USAF - 11th Contracting Squadron, Bolling AFB, DC March 1998 - February 1999
USAF - 436th Contracting Squadron, Dover AFB, DE January 1993 - February 1998
Skills
Management, Six Sigma, PMP, Project Management, Process Improvement, Risk Assessment, Risk Management, Leadership, Process Control, Process Management, Business Process, Process Engineering, Team Building, Strategic Planning, Troubleshooting, Business Analysis, Visio, Software Documentation, Change Management, SharePoint, Microsoft Office, Integration, Project Planning, Project Coordination, MS Project, Access, Problem Solving, PowerPoint, Travel, Network Administration, Wireless Networking, Cisco Routers, Software Project..., Credit Cards, Project Control
Education
Greenville Technical College 2014 — 2014
Lean Six Sigma Black Belt Certification, Process Engineering
Wilmington University 1996 — 1998
MSM, Human Resources Mgmt
Morgan State University 1985 — 1989
B.S., Mathematics / Computer Science
Nicholas Sprague Nicholas Sprague's Wilmington Trust Experience June 2008 - August 2008
Job Research Analyst
Industry Investment Management
Experience
Irving Magee Investment Management November 2011 - Present
Synygy October 2010 - October 2011
Wilmington Trust June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Hedge Funds, Portfolio Management, Data Analysis, Valuation, Investments, Asset Management, Business Analysis, Capital Markets, Microsoft Office, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S. Mathematics, B.S. Economics, Minor Statistics
2016 Level III Candidate in the CFA Program
Irving Magee Investment Management November 2011 - Present
Synygy October 2010 - October 2011
Wilmington Trust June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Hedge Funds, Portfolio Management, Data Analysis, Valuation, Investments, Asset Management, Business Analysis, Capital Markets, Microsoft Office, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S. Mathematics, B.S. Economics, Minor Statistics
2016 Level III Candidate in the CFA Program
Jordan Mentry, CFS Jordan Mentry, CFS's Wilmington Trust Experience November 2013 - Present
Job Trust Administrator at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2013 - Present
Navigator Money Management May 2012 - October 2013
The Junction Inc July 2010 - April 2012
Colonial Voluntary Benefits July 2009 - June 2010
Sherwin Williams June 2008 - August 2008
Skills
Trust Management, Estate Administration, Compliance, Financial Modeling, Financial Analysis, Personal Financial..., Sales, Insurance, Customer Service, Investments, Account Management, Portfolio Management, Employee Benefits, Asset Allocation, Risk Assessment, Risk Management, Life Insurance, Disability Insurance, Coaching, Access, Negotiation, Microsoft Excel, Microsoft Office, Finance, Marketing, Financial Planning
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science Degree, Business Administration
IHC
Jefferson Community College
Wilmington Trust November 2013 - Present
Navigator Money Management May 2012 - October 2013
The Junction Inc July 2010 - April 2012
Colonial Voluntary Benefits July 2009 - June 2010
Sherwin Williams June 2008 - August 2008
Skills
Trust Management, Estate Administration, Compliance, Financial Modeling, Financial Analysis, Personal Financial..., Sales, Insurance, Customer Service, Investments, Account Management, Portfolio Management, Employee Benefits, Asset Allocation, Risk Assessment, Risk Management, Life Insurance, Disability Insurance, Coaching, Access, Negotiation, Microsoft Excel, Microsoft Office, Finance, Marketing, Financial Planning
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science Degree, Business Administration
IHC
Jefferson Community College
Joseph Rapanotti's Wilmington Trust Experience February 2009 - December 2010
Job
Industry Consumer Goods
Experience
The Coca-Cola Company February 2013 - Present
Deloitte December 2010 - February 2013
AIDS Delaware October 2009 - December 2010
Wilmington Trust February 2009 - December 2010
American International Group August 2006 - February 2009
Werling Associates, Inc. January 2005 - July 2006
Skills
Human Resources, Strategy, Leadership, Management, Personnel Management, Deferred Compensation, Analysis, Strategic Planning, Mergers & Acquisitions, PeopleSoft, HR Policies, Payroll, Marketing, SAP, Fundraising, Performance Management, Employee Relations, Talent Management
Education
Pace University - Lubin School of Business 2006 — 2008
MBA
The University of Texas at San Antonio 2002 — 2006
BBA
The Coca-Cola Company February 2013 - Present
Deloitte December 2010 - February 2013
AIDS Delaware October 2009 - December 2010
Wilmington Trust February 2009 - December 2010
American International Group August 2006 - February 2009
Werling Associates, Inc. January 2005 - July 2006
Skills
Human Resources, Strategy, Leadership, Management, Personnel Management, Deferred Compensation, Analysis, Strategic Planning, Mergers & Acquisitions, PeopleSoft, HR Policies, Payroll, Marketing, SAP, Fundraising, Performance Management, Employee Relations, Talent Management
Education
Pace University - Lubin School of Business 2006 — 2008
MBA
The University of Texas at San Antonio 2002 — 2006
BBA
Chris Haak, CCP, GRP's Wilmington Trust Experience March 2008 - August 2011
Job Compensation Manager at Carpenter Technology
Industry Human Resources
Experience
Carpenter Technology April 2013 - Present
Autosavant January 2007 - Present
AMETEK September 2011 - March 2013
Wilmington Trust March 2008 - August 2011
Cephalon, Inc. May 2003 - March 2008
TV Guide November 1999 - April 2003
Dechert LLP September 1997 - November 1999
Skills
Executive Pay, Compensation & Benefit, Human Resources, Performance Management, Employee Benefits, HRIS, Workday, Job Evaluation, Bonus Programs, Talent Management, Microsoft Excel, Sales Compensation..., Management, Editing, FMLA, Recruiting, Succession Planning, Change Management, Job Descriptions, Onboarding, Leadership, Compensation & Benefits
Education
Villanova University 2001 — 2004
MBA, General
Lebanon Valley College 1993 — 1997
BS, Management
Annville-Cleona
Annville-Cleona
Carpenter Technology April 2013 - Present
Autosavant January 2007 - Present
AMETEK September 2011 - March 2013
Wilmington Trust March 2008 - August 2011
Cephalon, Inc. May 2003 - March 2008
TV Guide November 1999 - April 2003
Dechert LLP September 1997 - November 1999
Skills
Executive Pay, Compensation & Benefit, Human Resources, Performance Management, Employee Benefits, HRIS, Workday, Job Evaluation, Bonus Programs, Talent Management, Microsoft Excel, Sales Compensation..., Management, Editing, FMLA, Recruiting, Succession Planning, Change Management, Job Descriptions, Onboarding, Leadership, Compensation & Benefits
Education
Villanova University 2001 — 2004
MBA, General
Lebanon Valley College 1993 — 1997
BS, Management
Annville-Cleona
Annville-Cleona
Irina Watkins Irina Watkins's Wilmington Trust Experience August 2009 - September 2011
Job IT Program Delivery Sr.Specialist/Quality Assurance & Service Metrics Sr. Specialist at CignaHealthSpring
Industry Insurance
Experience
Cigna-HealthSpring June 2015 - Present
Cigna-HealthSpring June 2015 - Present
CIGNA Global Insurance January 2012 - Present
Wilmington Trust August 2009 - September 2011
Delaware Investments May 2008 - August 2009
Smurfit-Stone Container Co April 2007 - March 2008
Applied Card Systems October 2006 - April 2007
Sr. Accountant February 2004 - October 2006
Iron Workers Bank May 2000 - February 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Modeling, General Ledger, Sarbanes-Oxley Act, Risk Management, Mutual Funds, Banking, Budgets, Forecasting, Investments, Internal Controls, Financial Services, Finance, Analysis
Education
Neumann University 2003 — 2005
Bachelor of Science, Accounting; Accounting
Moscow University 1984 — 1991
Masters, Business, Information Science
AMERICAN BANKING ASSOCIATION
Diploma, Accounting
Cigna-HealthSpring June 2015 - Present
Cigna-HealthSpring June 2015 - Present
CIGNA Global Insurance January 2012 - Present
Wilmington Trust August 2009 - September 2011
Delaware Investments May 2008 - August 2009
Smurfit-Stone Container Co April 2007 - March 2008
Applied Card Systems October 2006 - April 2007
Sr. Accountant February 2004 - October 2006
Iron Workers Bank May 2000 - February 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Modeling, General Ledger, Sarbanes-Oxley Act, Risk Management, Mutual Funds, Banking, Budgets, Forecasting, Investments, Internal Controls, Financial Services, Finance, Analysis
Education
Neumann University 2003 — 2005
Bachelor of Science, Accounting; Accounting
Moscow University 1984 — 1991
Masters, Business, Information Science
AMERICAN BANKING ASSOCIATION
Diploma, Accounting
Mike Devenney's Wilmington Trust Experience December 2007 - April 2010
Job Senior Software Engineer at ECFMG
Industry Computer Software
Experience
mdTECH, LLC April 2015 - Present
ECFMG January 2014 - Present
Entech February 2012 - December 2013
Veritas Medical Solutions April 2010 - February 2012
Devenney Photography LLC August 2006 - July 2010
Wilmington Trust December 2007 - April 2010
Wilmington Finance, Inc. May 2007 - December 2007
Willmington Finance, Inc. October 2005 - May 2007
Delaware County Community College 1994 - 2007
ICON Clinical Research December 1998 - October 2005
Skills
Microsoft SQL Server, ASP.NET, Software Documentation, Software Development, .NET, Oracle, Programming, Agile Project Management, Access, SDLC, Management, SQL Server, Agile Methodologies, C#, Enterprise Architecture, Integration, Business Analysis, Software Project..., SQL, ASP.NET MVC, Requirements Analysis, MVC 4, MVC 5, jQuery, Twitter Bootstrap, Visual Studio, Visual Basic, IIS, Web Applications, HTML, Web Development, VB.NET, JavaScript, Web Services, XML, Scrum, Information Technology, Process Improvement, T-SQL
Education
University of Phoenix 2000 — 2008
BSIT, Information Technology
West Chester University of Pennsylvania 1995 — 1997
Bachelors of Science, Information Technology, Information Technology
Marist College 1993 — 1994
N/A, Biology
St. Anastasia 1978 — 1984
mdTECH, LLC April 2015 - Present
ECFMG January 2014 - Present
Entech February 2012 - December 2013
Veritas Medical Solutions April 2010 - February 2012
Devenney Photography LLC August 2006 - July 2010
Wilmington Trust December 2007 - April 2010
Wilmington Finance, Inc. May 2007 - December 2007
Willmington Finance, Inc. October 2005 - May 2007
Delaware County Community College 1994 - 2007
ICON Clinical Research December 1998 - October 2005
Skills
Microsoft SQL Server, ASP.NET, Software Documentation, Software Development, .NET, Oracle, Programming, Agile Project Management, Access, SDLC, Management, SQL Server, Agile Methodologies, C#, Enterprise Architecture, Integration, Business Analysis, Software Project..., SQL, ASP.NET MVC, Requirements Analysis, MVC 4, MVC 5, jQuery, Twitter Bootstrap, Visual Studio, Visual Basic, IIS, Web Applications, HTML, Web Development, VB.NET, JavaScript, Web Services, XML, Scrum, Information Technology, Process Improvement, T-SQL
Education
University of Phoenix 2000 — 2008
BSIT, Information Technology
West Chester University of Pennsylvania 1995 — 1997
Bachelors of Science, Information Technology, Information Technology
Marist College 1993 — 1994
N/A, Biology
St. Anastasia 1978 — 1984
Vanessa Blattner Vanessa Blattner's Wilmington Trust Experience November 2009 - August 2011
Job Project Analyst II at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2011 - Present
Wilmington Trust November 2009 - August 2011
Wilmington Trust May 2007 - November 2009
Wilmington Trust April 2005 - May 2007
Skills
Banking, Risk Management
Education
Lock Haven University of Pennsylvania 2000 — 2004
BA in Communications & Theater
M&T Bank July 2011 - Present
Wilmington Trust November 2009 - August 2011
Wilmington Trust May 2007 - November 2009
Wilmington Trust April 2005 - May 2007
Skills
Banking, Risk Management
Education
Lock Haven University of Pennsylvania 2000 — 2004
BA in Communications & Theater
Boyd Minnix, QKA Boyd Minnix, QKA's Wilmington Trust Experience September 2013 - April 2015
Job Director Client Services at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2013 - April 2015
Wilmington Trust September 2009 - September 2013
Lincoln Financial Group August 2005 - September 2009
AMG (Acquired by Lincoln Financial Group) January 2000 - August 2005
Northern Trust July 1995 - January 2000
Howard Johnson & Company July 1994 - July 1995
AMG July 1991 - July 1994
Hewitt Associates October 1989 - July 1991
Skills
Employee Benefits, Defined Benefit, Retirement, CRM, Management, Strategic Planning, Relationship Management, Human Resources, Sales, Defined Contribution, Retirement Planning, 401k, Financial Services, Mutual Funds, Investments, Insurance, Pensions
Education
North Central College 1983 — 1985
BA, Accounting and Computer Science
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2013 - April 2015
Wilmington Trust September 2009 - September 2013
Lincoln Financial Group August 2005 - September 2009
AMG (Acquired by Lincoln Financial Group) January 2000 - August 2005
Northern Trust July 1995 - January 2000
Howard Johnson & Company July 1994 - July 1995
AMG July 1991 - July 1994
Hewitt Associates October 1989 - July 1991
Skills
Employee Benefits, Defined Benefit, Retirement, CRM, Management, Strategic Planning, Relationship Management, Human Resources, Sales, Defined Contribution, Retirement Planning, 401k, Financial Services, Mutual Funds, Investments, Insurance, Pensions
Education
North Central College 1983 — 1985
BA, Accounting and Computer Science
Christopher Vincent, AIF®'s Wilmington Trust Experience September 2006 - February 2008
Job Financial Consultant at Covenant Wealth Strategies
Industry Financial Services
Experience
Covenant Wealth Strategies December 2010 - Present
Bala Financial Group February 2008 - November 2010
Wilmington Trust September 2006 - February 2008
Skills
Securities, Financial Services, Wealth Management..., Retirement Planning, Investments, FINRA, Wealth Management, 401k, Strategic Financial..., Investment Advisory, Mutual Funds, Financial Analysis, Retirement, Series 7, Portfolio Management
Education
Messiah College 2002 — 2005
Business
Covenant Wealth Strategies December 2010 - Present
Bala Financial Group February 2008 - November 2010
Wilmington Trust September 2006 - February 2008
Skills
Securities, Financial Services, Wealth Management..., Retirement Planning, Investments, FINRA, Wealth Management, 401k, Strategic Financial..., Investment Advisory, Mutual Funds, Financial Analysis, Retirement, Series 7, Portfolio Management
Education
Messiah College 2002 — 2005
Business
Michael Saunders Michael Saunders's Wilmington Trust Experience March 2015 - Present
Job Relationship Manager II at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2015 - Present
Wells Fargo Advisors, LLC March 2014 - March 2015
J.P. Morgan July 2006 - February 2014
Michael Saunders Painting, Inc. 2001 - July 2006
Skills
Relationship Management, Retirement Planning, Financial Advisory, Customer Service, Mutual Funds, 401k Rollovers, Investments, Hedge Funds, Private Banking, Alternative Investments, Asset Allocation, Business Strategy, Equities, Fixed Income, Finance, Securities Lending, Loans, Economics, CRM, ETFs, MLP, Small Business Lending, Mortgage Banking, Portfolio Management, Financial Services, Banking, Credit, Investment Strategies, Management, Financial Analysis, Retirement, Strategic Planning, Financial Planning, Estate Planning, Asset Management, Marketing, Wealth Management, Public Speaking, Team Building, Leadership, Risk Management, Securities, Bonds, Sales, Wealth, 401k
Education
West Chester University of Pennsylvania
Bachelor of Science (BS), Finance, General
The Master's College
Liberty University
Marshall University
Business Administration and Management, General
York High School 1987 — 1991
High School
Wilmington Trust March 2015 - Present
Wells Fargo Advisors, LLC March 2014 - March 2015
J.P. Morgan July 2006 - February 2014
Michael Saunders Painting, Inc. 2001 - July 2006
Skills
Relationship Management, Retirement Planning, Financial Advisory, Customer Service, Mutual Funds, 401k Rollovers, Investments, Hedge Funds, Private Banking, Alternative Investments, Asset Allocation, Business Strategy, Equities, Fixed Income, Finance, Securities Lending, Loans, Economics, CRM, ETFs, MLP, Small Business Lending, Mortgage Banking, Portfolio Management, Financial Services, Banking, Credit, Investment Strategies, Management, Financial Analysis, Retirement, Strategic Planning, Financial Planning, Estate Planning, Asset Management, Marketing, Wealth Management, Public Speaking, Team Building, Leadership, Risk Management, Securities, Bonds, Sales, Wealth, 401k
Education
West Chester University of Pennsylvania
Bachelor of Science (BS), Finance, General
The Master's College
Liberty University
Marshall University
Business Administration and Management, General
York High School 1987 — 1991
High School
William Garlow William Garlow's Wilmington Trust Experience November 2008 - June 2013
Job Regional Director of Investments at TD Wealth
Industry Financial Services
Experience
TD Wealth 2013 - Present
Wilmington Trust November 2008 - June 2013
UBS Wealth Management January 1994 - October 2008
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Banking, Retirement Planning, Strategic Financial..., Equities, Fixed Income, Credit, Financial Analysis, Investment Advisory, Securities, Derivatives, Investment Strategies, Asset Management, Risk Management, Financial Services, Series 7, Asset Allocation
Education
Penn State University 1976 — 1980
Bachelor of Science (BS), Economics
TD Wealth 2013 - Present
Wilmington Trust November 2008 - June 2013
UBS Wealth Management January 1994 - October 2008
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Banking, Retirement Planning, Strategic Financial..., Equities, Fixed Income, Credit, Financial Analysis, Investment Advisory, Securities, Derivatives, Investment Strategies, Asset Management, Risk Management, Financial Services, Series 7, Asset Allocation
Education
Penn State University 1976 — 1980
Bachelor of Science (BS), Economics
Heidi Hasslacher Koch Heidi Hasslacher Koch's Wilmington Trust Experience March 2011 - Present
Job Available for new opportunities
Industry Financial Services
Experience
Wilmington Trust March 2011 - Present
Wilmington Trust August 2009 - March 2011
Perry Management Corporation May 2009 - July 2009
Vanguard October 2008 - March 2009
The Vanguard Group through Randstad March 2008 - October 2008
The Vanguard Group through Randstad October 2007 - March 2008
M&I Bank August 2006 - July 2007
AllianceOnce January 2005 - May 2006
Skills
CRM, Relationship Management, Training, Customer Satisfaction, Sales, Financial Services, Marketing, Mutual Funds, Trading, IRAs, Management, Investments
Education
Normandale Community College
North Central University
Rio Salado Community College
Wilmington Trust March 2011 - Present
Wilmington Trust August 2009 - March 2011
Perry Management Corporation May 2009 - July 2009
Vanguard October 2008 - March 2009
The Vanguard Group through Randstad March 2008 - October 2008
The Vanguard Group through Randstad October 2007 - March 2008
M&I Bank August 2006 - July 2007
AllianceOnce January 2005 - May 2006
Skills
CRM, Relationship Management, Training, Customer Satisfaction, Sales, Financial Services, Marketing, Mutual Funds, Trading, IRAs, Management, Investments
Education
Normandale Community College
North Central University
Rio Salado Community College
Robert P. Gehring Robert P. Gehring's Wilmington Trust Experience 2010 - 2011
Job Chief Credit Officer at Parke Bank
Industry Banking
Experience
Parke Bank February 2011 - Present
Wilmington Trust 2010 - 2011
Peninsula Bank 2010 - 2010
Synovus Bank 2007 - 2009
Whitney Bank January 2006 - September 2007
Palmetto House LLC February 2000 - February 2006
Bennington Partners June 2003 - January 2006
Commonwealth Savings Bank 1993 - 1999
WSFS Bank 1988 - 1992
Skills
Credit, Credit Risk, Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Financial Risk, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Underwriting, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Treasury Management, Loan Origination
Education
Peirce College
Parke Bank February 2011 - Present
Wilmington Trust 2010 - 2011
Peninsula Bank 2010 - 2010
Synovus Bank 2007 - 2009
Whitney Bank January 2006 - September 2007
Palmetto House LLC February 2000 - February 2006
Bennington Partners June 2003 - January 2006
Commonwealth Savings Bank 1993 - 1999
WSFS Bank 1988 - 1992
Skills
Credit, Credit Risk, Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Financial Risk, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Underwriting, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Treasury Management, Loan Origination
Education
Peirce College
Brian J. Davis Brian J. Davis's Wilmington Trust Experience December 1994 - January 2000
Job Assistant Principal
Industry Education Management
Experience
Coatesville Area School District October 2013 - Present
Coatesville Area School District August 2005 - September 2013
Catholic Diocese of Delaware September 2002 - August 2005
Corporation Service Company January 2000 - November 2001
Wilmington Trust December 1994 - January 2000
ATX Telecommunications March 1994 - December 1994
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Staff Development, Teaching, Differentiated..., Classroom Management, Lesson Planning, Literacy, Classroom, Elementary Education, Teacher Training
Education
Neumann College 2009 — 2011
Principal Certification K-12, Educational Leadership and Administration
Neumann College/University 2002 — 2002
Masters of Science, Educational Leadership and Administration
Shippensburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Coatesville Area School District October 2013 - Present
Coatesville Area School District August 2005 - September 2013
Catholic Diocese of Delaware September 2002 - August 2005
Corporation Service Company January 2000 - November 2001
Wilmington Trust December 1994 - January 2000
ATX Telecommunications March 1994 - December 1994
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Staff Development, Teaching, Differentiated..., Classroom Management, Lesson Planning, Literacy, Classroom, Elementary Education, Teacher Training
Education
Neumann College 2009 — 2011
Principal Certification K-12, Educational Leadership and Administration
Neumann College/University 2002 — 2002
Masters of Science, Educational Leadership and Administration
Shippensburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Heather Kelly Heather Kelly's Wilmington Trust Experience April 2012 - June 2014
Job Senior Vice President at SRS|Acquiom
Industry Financial Services
Experience
SRSAcquiom June 2014 - Present
Wilmington Trust April 2012 - June 2014
Wells Fargo Bank, N.A. June 2006 - April 2012
Wells Fargo Shareowner Services January 2006 - December 2009
Wells Fargo Shareowner Services June 2000 - October 2006
Skills
Mergers, Securities, Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Services, Equities, Mergers & Acquisitions, Corporate Governance, Finance, Strategy, Management, Start-ups, Leadership, Accounting
Education
Northwestern College
SRSAcquiom June 2014 - Present
Wilmington Trust April 2012 - June 2014
Wells Fargo Bank, N.A. June 2006 - April 2012
Wells Fargo Shareowner Services January 2006 - December 2009
Wells Fargo Shareowner Services June 2000 - October 2006
Skills
Mergers, Securities, Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Services, Equities, Mergers & Acquisitions, Corporate Governance, Finance, Strategy, Management, Start-ups, Leadership, Accounting
Education
Northwestern College
Douglas Adamson, CPA's Wilmington Trust Experience 2007 - 2009
Job Senior Financial Management
Industry Banking
Experience
Independent Financial Consultant 2009 - Present
Audubon Savings Bank December 2012 - December 2013
Wilmington Trust 2007 - 2009
HostMySite.com 2006 - 2007
ISN Bank 2004 - 2005
Sears, Roebuck and Co. 2001 - 2004
Citicorp 2000 - 2001
Copelco Capital Inc. 1998 - 2000
Capital One 1995 - 1998
Signet Bank 1990 - 1995
Skills
Cash Management, Financial Analysis, Accounting, Budgeting, Credit, Financial Management, Strategic Planning, Financial Reporting, Change Management, Mergers, Financial Modeling, Investor Relations, Team Building, Forecasting, Due Diligence, Tax, Risk Management, Compliance, Banking, Process Improvement, Negotiation, Process Engineering, Microsoft Office, Business Strategy, Business Analysis, Analysis, Contract Negotiation, Management Consulting, Auditing, Portfolio Management, Strategy Development, Investments, Corporate Finance, Business Planning, Internal Controls, Financial Accounting, Mergers & Acquisitions, Budgets, SEC filings, Executive Management, Strategy, Managerial Finance
Education
Indiana University of Pennsylvania 1983 — 1987
BA in Business, Major: Accounting; Minor: Economics
Riverview high school 1980 — 1983
Independent Financial Consultant 2009 - Present
Audubon Savings Bank December 2012 - December 2013
Wilmington Trust 2007 - 2009
HostMySite.com 2006 - 2007
ISN Bank 2004 - 2005
Sears, Roebuck and Co. 2001 - 2004
Citicorp 2000 - 2001
Copelco Capital Inc. 1998 - 2000
Capital One 1995 - 1998
Signet Bank 1990 - 1995
Skills
Cash Management, Financial Analysis, Accounting, Budgeting, Credit, Financial Management, Strategic Planning, Financial Reporting, Change Management, Mergers, Financial Modeling, Investor Relations, Team Building, Forecasting, Due Diligence, Tax, Risk Management, Compliance, Banking, Process Improvement, Negotiation, Process Engineering, Microsoft Office, Business Strategy, Business Analysis, Analysis, Contract Negotiation, Management Consulting, Auditing, Portfolio Management, Strategy Development, Investments, Corporate Finance, Business Planning, Internal Controls, Financial Accounting, Mergers & Acquisitions, Budgets, SEC filings, Executive Management, Strategy, Managerial Finance
Education
Indiana University of Pennsylvania 1983 — 1987
BA in Business, Major: Accounting; Minor: Economics
Riverview high school 1980 — 1983
Laura Pingatore Laura Pingatore's Wilmington Trust Experience November 2005 - March 2011
Job Talent Acquisition Team Leader, M&T Bank
Industry Staffing and Recruiting
Experience
M&T Bank March 2011 - Present
Wilmington Trust November 2005 - March 2011
Strategic Staffing Resources February 2003 - March 2011
Info Systems, Inc. May 1999 - February 2003
Judge Technical Services January 1995 - May 1999
Skills
Commercial Banking, Commercial Real Estate, Middle Market, Talent Acquisition, Recruiting, Vendor Management, Technical Recruiting, Talent Management, Financial Services, Process Improvement, Banking, Business Analysis, Change Management, Employee Relations, Human Resources, Strategic Planning, Onboarding, Team Building, Employee Benefits, Executive Search, College Recruiting, Sales, Hiring, Temporary Staffing, Management
Education
Penn State University
Bachelor of Science, Bioscience
M&T Bank March 2011 - Present
Wilmington Trust November 2005 - March 2011
Strategic Staffing Resources February 2003 - March 2011
Info Systems, Inc. May 1999 - February 2003
Judge Technical Services January 1995 - May 1999
Skills
Commercial Banking, Commercial Real Estate, Middle Market, Talent Acquisition, Recruiting, Vendor Management, Technical Recruiting, Talent Management, Financial Services, Process Improvement, Banking, Business Analysis, Change Management, Employee Relations, Human Resources, Strategic Planning, Onboarding, Team Building, Employee Benefits, Executive Search, College Recruiting, Sales, Hiring, Temporary Staffing, Management
Education
Penn State University
Bachelor of Science, Bioscience
Elizabeth Madden Elizabeth Madden's Wilmington Trust Experience June 2013 - August 2013
Job Operations Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Wilmington Trust June 2013 - August 2013
Siena College May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Leadership, Public Speaking, Time Management
Education
Villanova University 2010 — 2014
Bachelor's Degree, Economics
National University of Ireland, Galway
Voorheesville High School 2006 — 2010
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Wilmington Trust June 2013 - August 2013
Siena College May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Leadership, Public Speaking, Time Management
Education
Villanova University 2010 — 2014
Bachelor's Degree, Economics
National University of Ireland, Galway
Voorheesville High School 2006 — 2010
Matthew Maser Matthew Maser's Wilmington Trust Experience June 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Nittany Lion Fund, LLC August 2013 - December 2013
Deutsche Bank June 2013 - August 2013
Nittany Lion Fund, LLC December 2012 - August 2013
Penn State Investment Association September 2010 - December 2012
Wilmington Trust June 2012 - August 2012
Pi Kappa Phi Fraternity December 2011 - August 2012
Skills
Equities, Valuation, Financial Analysis, Asset Management, Finance, Microsoft Excel, Investments, Teamwork, Portfolio Management, Microsoft Word, PowerPoint, Economics, Investment Banking, Asset Managment, Bloomberg Terminal, DCF Valuation
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Secondary Concentration in Accounting, Cumulative GPA: 3.90/4.00
Penncrest High School 2006 — 2010
Deutsche Bank July 2014 - Present
Nittany Lion Fund, LLC August 2013 - December 2013
Deutsche Bank June 2013 - August 2013
Nittany Lion Fund, LLC December 2012 - August 2013
Penn State Investment Association September 2010 - December 2012
Wilmington Trust June 2012 - August 2012
Pi Kappa Phi Fraternity December 2011 - August 2012
Skills
Equities, Valuation, Financial Analysis, Asset Management, Finance, Microsoft Excel, Investments, Teamwork, Portfolio Management, Microsoft Word, PowerPoint, Economics, Investment Banking, Asset Managment, Bloomberg Terminal, DCF Valuation
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Secondary Concentration in Accounting, Cumulative GPA: 3.90/4.00
Penncrest High School 2006 — 2010
Vicki Peaper's Wilmington Trust Experience January 2006 - Present
Job Managing Director at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2006 - Present
Wilmington Trust 2006 - 2011
Wilmington Trust 2006 - 2011
Education
Indiana University School of Law—Indianapolis
JD
Wilmington Trust January 2006 - Present
Wilmington Trust 2006 - 2011
Wilmington Trust 2006 - 2011
Education
Indiana University School of Law—Indianapolis
JD
William Furia William Furia's Wilmington Trust Experience 2006 - 2011
Job Vice President & Trust Advisor at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
Debra Boyson Debra Boyson's Wilmington Trust Experience 1999 - 2013
Job Owner at Debra Boyson, LLC
Industry Financial Services
Experience
Debra Boyson, LLC January 2014 - Present
Wilmington Trust 1999 - 2013
Skills
Banking, Wealth Management, Financial Services, Credit, Loans, NMLS Licensed, Mutual Funds, Series 6, Strategic Financial..., Financial Analysis, Notary Public
Education
Palm Beach State College
Debra Boyson, LLC January 2014 - Present
Wilmington Trust 1999 - 2013
Skills
Banking, Wealth Management, Financial Services, Credit, Loans, NMLS Licensed, Mutual Funds, Series 6, Strategic Financial..., Financial Analysis, Notary Public
Education
Palm Beach State College
Tony LaMarca Tony LaMarca's Wilmington Trust Experience 2004 - 2010
Job Senior Vice President, Director of Commercial Lending,Sun National Bank
Industry Banking
Experience
Sun National Bank December 2011 - Present
Susquehanna Bank 2010 - 2011
Wilmington Trust 2004 - 2010
Bank of America/Fleet Bank/Summit Bank 1997 - 2004
Mellon Bank 1990 - 1997
Barclays 1984 - 1989
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Financial Analysis, Credit, Portfolio Management, Commercial Mortgages, Underwriting, Small Business Lending, Asset Based Lending, Risk Management, Private Equity, Credit Risk, Structured Finance, Capital Markets, Retail Banking, Treasury Management, Loan Origination, Real Estate, Mortgage Lending, Financial Structuring, Lines Of Credit, Mergers & Acquisitions, Finance
Education
Northeastern University
Finance/International Business
Sun National Bank December 2011 - Present
Susquehanna Bank 2010 - 2011
Wilmington Trust 2004 - 2010
Bank of America/Fleet Bank/Summit Bank 1997 - 2004
Mellon Bank 1990 - 1997
Barclays 1984 - 1989
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Financial Analysis, Credit, Portfolio Management, Commercial Mortgages, Underwriting, Small Business Lending, Asset Based Lending, Risk Management, Private Equity, Credit Risk, Structured Finance, Capital Markets, Retail Banking, Treasury Management, Loan Origination, Real Estate, Mortgage Lending, Financial Structuring, Lines Of Credit, Mergers & Acquisitions, Finance
Education
Northeastern University
Finance/International Business
Karleen Strayer Karleen Strayer's Wilmington Trust Experience October 2011 - Present
Job TaxExempt Bond Analyst at Wilmington Trust
Industry Capital Markets
Experience
Wilmington Trust October 2011 - Present
National Public Finance Guarantee Corp. February 2009 - October 2011
MBIA Insurance Corp. 1992 - 2009
The First National Bank of Chicago June 1985 - November 1992
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Nebraska Wesleyan University 1979 — 1983
BS, Economics
Wilmington Trust October 2011 - Present
National Public Finance Guarantee Corp. February 2009 - October 2011
MBIA Insurance Corp. 1992 - 2009
The First National Bank of Chicago June 1985 - November 1992
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Nebraska Wesleyan University 1979 — 1983
BS, Economics
Robert Kaercher, CIMA(r) - Wealth Advisor Robert Kaercher, CIMA(r) - Wealth Advisor's Wilmington Trust Experience January 1999 - January 2002
Job Wealth Manager at Smith & Howard Wealth Management
Industry Investment Management
Experience
Smith & Howard Wealth Management, LLC February 2010 - Present
Wachovia, A Wells Fargo Company August 2002 - December 2009
Wilmington Trust January 1999 - January 2002
Skills
Wealth Management, Financial Advisory, Investment Strategies, Portfolio Management, Estate Planning, Retirement Plan..., Pensions, Financial Services, 401k, IRAs, Investment Management, Alternative Investments, Strategic Financial..., Trusts, Structured Notes, ETFs
Education
Penn State University
MBA, Finance
West Virginia University
B.S., Forest Resource Management
Montana State University-Bozeman
B.S., Sociology
Smith & Howard Wealth Management, LLC February 2010 - Present
Wachovia, A Wells Fargo Company August 2002 - December 2009
Wilmington Trust January 1999 - January 2002
Skills
Wealth Management, Financial Advisory, Investment Strategies, Portfolio Management, Estate Planning, Retirement Plan..., Pensions, Financial Services, 401k, IRAs, Investment Management, Alternative Investments, Strategic Financial..., Trusts, Structured Notes, ETFs
Education
Penn State University
MBA, Finance
West Virginia University
B.S., Forest Resource Management
Montana State University-Bozeman
B.S., Sociology
Kevin Bannon Kevin Bannon's Wilmington Trust Experience December 2009 - December 2012
Job Finance and Investment Professional Seeking New Opportunties
Industry Investment Management
Experience
Clear Blue Ventures, LLC April 2013 - May 2014
Wilmington Trust December 2009 - December 2012
Wilmington Trust February 2009 - December 2009
Tapestry Capital Management June 2007 - January 2009
SunTrust Robinson Humphrey April 2005 - May 2007
SunTrust Robinson Humphrey April 2000 - April 2005
Dell June 1999 - April 2000
Dell February 1998 - June 1999
Motorola October 1994 - February 1998
Skills
Portfolio Management, Investments, Financial Analysis, Asset Allocation, Quantitative Analytics, Equity Research, Equity Derivatives, Forecasting, Financial Modeling, Alternative Investments, Budget Process, Month End Close, Investment Strategies, Finance, Valuation, Capital Markets, Management, Strategy, Equities
Education
Mercer University - Stetson School of Business and Economics
MBA, Finance
University of Florida
BA, Economics
Clear Blue Ventures, LLC April 2013 - May 2014
Wilmington Trust December 2009 - December 2012
Wilmington Trust February 2009 - December 2009
Tapestry Capital Management June 2007 - January 2009
SunTrust Robinson Humphrey April 2005 - May 2007
SunTrust Robinson Humphrey April 2000 - April 2005
Dell June 1999 - April 2000
Dell February 1998 - June 1999
Motorola October 1994 - February 1998
Skills
Portfolio Management, Investments, Financial Analysis, Asset Allocation, Quantitative Analytics, Equity Research, Equity Derivatives, Forecasting, Financial Modeling, Alternative Investments, Budget Process, Month End Close, Investment Strategies, Finance, Valuation, Capital Markets, Management, Strategy, Equities
Education
Mercer University - Stetson School of Business and Economics
MBA, Finance
University of Florida
BA, Economics
Ro Grizzard Ro Grizzard's Wilmington Trust Experience January 2003 - February 2007
Job Past Board Member Desert Foothills YMCA
Industry Nonprofit Organization Management
Experience
Valley of the Sun YMCA December 2009 - Present
non-profit organizations September 2009 - Present
AZ Dept of Commerce December 2008 - July 2009
Wilmington Trust January 2003 - February 2007
Wilmington Trust 2001 - 2003
Capitol Bancorp Limited 2000 - 2001
MCI WorldCom Wireless 1996 - 1998
Wilmington Trust 1988 - 1996
Chase Manhattan Bank (USA), N.A 1985 - 1988
Skills
Advertising, Nonprofits, Marketing, Strategy, Direct Marketing, Business Development, Microsoft Excel, Integrated Marketing, Public Relations, Budgets, Training, Program Management, Business Strategy, Banking, Event Management, Finance, Leadership, Management, Marketing Communications, Mergers & Acquisitions, Press Releases, Product Development, Project Management, Sales, Strategic Planning, Email Marketing, Event Planning, Fundraising, Marketing Strategy
Education
Penn State University
B.S. – Business -The Pennsylvania State University, Business
University of Delaware
MBA - Operations Management MBA - Operations Management, Business
University of Delaware
M.Ed.- Human Growth & Development, Education - Human Development
Valley of the Sun YMCA December 2009 - Present
non-profit organizations September 2009 - Present
AZ Dept of Commerce December 2008 - July 2009
Wilmington Trust January 2003 - February 2007
Wilmington Trust 2001 - 2003
Capitol Bancorp Limited 2000 - 2001
MCI WorldCom Wireless 1996 - 1998
Wilmington Trust 1988 - 1996
Chase Manhattan Bank (USA), N.A 1985 - 1988
Skills
Advertising, Nonprofits, Marketing, Strategy, Direct Marketing, Business Development, Microsoft Excel, Integrated Marketing, Public Relations, Budgets, Training, Program Management, Business Strategy, Banking, Event Management, Finance, Leadership, Management, Marketing Communications, Mergers & Acquisitions, Press Releases, Product Development, Project Management, Sales, Strategic Planning, Email Marketing, Event Planning, Fundraising, Marketing Strategy
Education
Penn State University
B.S. – Business -The Pennsylvania State University, Business
University of Delaware
MBA - Operations Management MBA - Operations Management, Business
University of Delaware
M.Ed.- Human Growth & Development, Education - Human Development
Kyndra Miller Kyndra Miller's Wilmington Trust Experience May 2014 - Present
Job Student
Industry Events Services
Experience
Wilmington Trust May 2014 - Present
Aribella Events April 2014 - Present
Bellewood Golf Club May 2013 - August 2013
Freedom Valley YMCA May 2009 - August 2013
Skills
SharePoint, Access
Education
James Madison University 2012 — 2016
Wilmington Trust May 2014 - Present
Aribella Events April 2014 - Present
Bellewood Golf Club May 2013 - August 2013
Freedom Valley YMCA May 2009 - August 2013
Skills
SharePoint, Access
Education
James Madison University 2012 — 2016
Felipe Cruz, JD, LLM, CAMS Felipe Cruz, JD, LLM, CAMS's Wilmington Trust Experience May 2014 - July 2014
Job BSA Investigator at Banesco Banco Universal
Industry Legal Services
Experience
Banesco Banco Universal December 2014 - Present
Apollo Bank August 2014 - Present
Wilmington Trust May 2014 - July 2014
JPMorgan Chase November 2013 - April 2014
US Securities and Exchange Commission September 2012 - October 2013
Western Union May 2012 - September 2012
FTI Consulting January 2008 - October 2008
Skills
AML, Fraud, Securities, Litigation, Risk Assessment, Program Management, Data Analysis, Project Management, Due Diligence, Legal Writing, Risk Management, Financial Risk, Capital Markets, Financial Services, Legal Research, Corporate Governance, Private Equity, Auditing, Corporate Finance, Banking, Analysis, Finance, Governance, Management
Education
Inter American University School of Law
JD, Law
New York University School of Law
Master of Laws (LL.M.), International Law and Legal Studies
University of Puerto Rico
Bachelor of Business Administration (B.B.A.), Finance
Banesco Banco Universal December 2014 - Present
Apollo Bank August 2014 - Present
Wilmington Trust May 2014 - July 2014
JPMorgan Chase November 2013 - April 2014
US Securities and Exchange Commission September 2012 - October 2013
Western Union May 2012 - September 2012
FTI Consulting January 2008 - October 2008
Skills
AML, Fraud, Securities, Litigation, Risk Assessment, Program Management, Data Analysis, Project Management, Due Diligence, Legal Writing, Risk Management, Financial Risk, Capital Markets, Financial Services, Legal Research, Corporate Governance, Private Equity, Auditing, Corporate Finance, Banking, Analysis, Finance, Governance, Management
Education
Inter American University School of Law
JD, Law
New York University School of Law
Master of Laws (LL.M.), International Law and Legal Studies
University of Puerto Rico
Bachelor of Business Administration (B.B.A.), Finance
Laura Beth Summerfield Laura Beth Summerfield's Wilmington Trust Experience January 2002 - July 2007
Job Assistant at Levy Tax and Consulting, LLC
Industry Accounting
Experience
Levy Tax and Consulting, LLC December 2013 - Present
Stay at Home Mom July 2007 - December 2013
Wilmington Trust January 2002 - July 2007
PPL Corporation January 2000 - January 2002
Akamai Technologies January 1998 - January 2000
Education
Old Dominion University 1993 — 1997
Communications
Levy Tax and Consulting, LLC December 2013 - Present
Stay at Home Mom July 2007 - December 2013
Wilmington Trust January 2002 - July 2007
PPL Corporation January 2000 - January 2002
Akamai Technologies January 1998 - January 2000
Education
Old Dominion University 1993 — 1997
Communications
Richard Adams, MBA Richard Adams, MBA's Wilmington Trust Experience August 2009 - March 2010
Job Advisor, Financial Planning & Analysis at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health March 2014 - Present
The Ohio State University August 2012 - March 2014
The Ohio State University March 2010 - August 2012
Wilmington Trust August 2009 - March 2010
Wilmington Trust June 2008 - August 2009
Skills
Financial Analysis, Data Analysis, Excel, Business Process..., Microsoft Excel, Forecasting, Analysis, Business Strategy, Finance, Financial Modeling, Business Analysis, PowerPoint, Strategic Planning, Project Management, Enterprise Risk..., Management, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy
Ohio Dominican University 2005 — 2008
BA, Finance
Cardinal Health March 2014 - Present
The Ohio State University August 2012 - March 2014
The Ohio State University March 2010 - August 2012
Wilmington Trust August 2009 - March 2010
Wilmington Trust June 2008 - August 2009
Skills
Financial Analysis, Data Analysis, Excel, Business Process..., Microsoft Excel, Forecasting, Analysis, Business Strategy, Finance, Financial Modeling, Business Analysis, PowerPoint, Strategic Planning, Project Management, Enterprise Risk..., Management, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy
Ohio Dominican University 2005 — 2008
BA, Finance
Matthew Lindsay Matthew Lindsay's Wilmington Trust Experience January 2015 - Present
Job Vice President | Investment Advisor | Director of Investment Implementation Oversight at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2015 - Present
Wilmington Trust July 2009 - January 2015
Wilmington Trust July 2007 - July 2009
Wilmington Trust May 2004 - January 2006
Skills
Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Mutual Funds, Project Management, Technology Integration, Acquisition Integration, Data Integration, Wealth Management..., Investment Advisory, Investments, Investment Compliance, Investment Advisor..., Strategic Planning, Strategic Communications, Strategic Thinking, Tactical Planning, Tactical Operations, Tactical Asset..., Tactical Communications, strategic, Strategic Financial..., New Hire Training, Employee Training, Instructor-led Training, Application Support..., Vendor Management, Vendor Relationships, Vendor Management Skills, Vendor Management..., Third Party Vendor..., Third Party Vendors, Relationship Management, Building Relationships, Communication Skills, Fixed Income, Series 63, Portfolio Management
Education
Penn State University 2003 — 2007
BS, Finance
Wilmington Trust January 2015 - Present
Wilmington Trust July 2009 - January 2015
Wilmington Trust July 2007 - July 2009
Wilmington Trust May 2004 - January 2006
Skills
Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Mutual Funds, Project Management, Technology Integration, Acquisition Integration, Data Integration, Wealth Management..., Investment Advisory, Investments, Investment Compliance, Investment Advisor..., Strategic Planning, Strategic Communications, Strategic Thinking, Tactical Planning, Tactical Operations, Tactical Asset..., Tactical Communications, strategic, Strategic Financial..., New Hire Training, Employee Training, Instructor-led Training, Application Support..., Vendor Management, Vendor Relationships, Vendor Management Skills, Vendor Management..., Third Party Vendor..., Third Party Vendors, Relationship Management, Building Relationships, Communication Skills, Fixed Income, Series 63, Portfolio Management
Education
Penn State University 2003 — 2007
BS, Finance
AJ Monaco AJ Monaco's Wilmington Trust Experience September 2011 - October 2014
Job
Industry Financial Services
Experience
The Washington Trust Company October 2014 - Present
Wilmington Trust September 2011 - October 2014
Vanguard January 2010 - September 2011
Vanguard October 2007 - January 2010
Vanguard March 2007 - October 2007
The Vanguard Group August 2005 - March 2007
The Vanguard Group February 2000 - July 2005
Skills
Project Management, Training, Mutual Funds, Management, Risk Management, Team Building, Vendor Management, Leadership, Project Planning, Business Process..., Strategy, Program Management, Process Improvement, Operations Management, CRM, Contract Negotiation, Analysis, Financial Services, Portfolio Management, Integration, Start-ups, Fixed Income, Negotiation, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
MBA
University of Scranton 1994 — 1998
BS
Bishop Hendricken High School 1990 — 1994
The Washington Trust Company October 2014 - Present
Wilmington Trust September 2011 - October 2014
Vanguard January 2010 - September 2011
Vanguard October 2007 - January 2010
Vanguard March 2007 - October 2007
The Vanguard Group August 2005 - March 2007
The Vanguard Group February 2000 - July 2005
Skills
Project Management, Training, Mutual Funds, Management, Risk Management, Team Building, Vendor Management, Leadership, Project Planning, Business Process..., Strategy, Program Management, Process Improvement, Operations Management, CRM, Contract Negotiation, Analysis, Financial Services, Portfolio Management, Integration, Start-ups, Fixed Income, Negotiation, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
MBA
University of Scranton 1994 — 1998
BS
Bishop Hendricken High School 1990 — 1994
Sebastian Bodoh Sebastian Bodoh's Wilmington Trust Experience March 2013 - November 2013
Job Team Supervisor at Matrix Financial, a Broadridge Financial Company
Industry Financial Services
Experience
Matrix Financial, a Broadridge Financial Company November 2013 - Present
Wilmington Trust March 2013 - November 2013
Wilmington Trust October 2007 - March 2013
Arizona State Department of Revenue October 2005 - August 2007
Senator Maria Cantwell March 2003 - September 2005
Ford Temp Agency December 2002 - March 2003
Merrill Lynch February 2000 - July 2002
Almond and Associates September 1999 - February 2000
District Office of Congressman Norman Dicks May 1998 - August 1998
Skills
Microsoft Office, Advent, Research, Account Reconciliation, Management, Legislative Relations, Reporting & Analysis, Internal Controls, Microsoft Excel, Compliance, Staff Development, Procedure Development, Risk Management, Leadership, Process Improvement, Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3
Washington State University 1995 — 1999
BA, Political Science
Matrix Financial, a Broadridge Financial Company November 2013 - Present
Wilmington Trust March 2013 - November 2013
Wilmington Trust October 2007 - March 2013
Arizona State Department of Revenue October 2005 - August 2007
Senator Maria Cantwell March 2003 - September 2005
Ford Temp Agency December 2002 - March 2003
Merrill Lynch February 2000 - July 2002
Almond and Associates September 1999 - February 2000
District Office of Congressman Norman Dicks May 1998 - August 1998
Skills
Microsoft Office, Advent, Research, Account Reconciliation, Management, Legislative Relations, Reporting & Analysis, Internal Controls, Microsoft Excel, Compliance, Staff Development, Procedure Development, Risk Management, Leadership, Process Improvement, Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3
Washington State University 1995 — 1999
BA, Political Science
Tiana S. Lewis Fraser Tiana S. Lewis Fraser's Wilmington Trust Experience June 2006 - August 2007
Job Industrial Engineer at CVS Caremark Corporation
Industry Logistics and Supply Chain
Experience
CVS Caremark Corporation May 2012 - Present
Transfreight November 2011 - May 2012
Coty March 2010 - August 2011
North Carolina State University Housing August 2008 - May 2009
Caterpillar Inc. May 2008 - August 2008
Wilmington Trust June 2006 - August 2007
Skills
Solidworks, AutoCAD, Visual Basic, Typing, Excel, PowerPoint, Word, Red Prairie, Data Analysis, Financial Analysis, Standardization, Process Engineering, Problem Solving, Process Improvement, Process Development, Manufacturing..., Time Studies, VBA, Software Implementation, SOP, Order Processing, Fragrances, Industrial Engineering, Logistics Engineering, Cosmetics, Lean Manufacturing, Manufacturing, WMS, Logistics, Continuous Improvement, Engineering, Management, Microsoft Word, Inventory Management, Minitab, Root Cause Analysis, 5S, Access, Arena Simulation..., Microsoft Excel, MS Project, Time Study, Value Stream Mapping, Process Simulation, Kaizen, Warehouse Management, Project Management, Sop, SAP, Fragrance
Education
North Carolina State University 2006 — 2010
B.S., Industrial Engineering
Charter School of Wilmington 2002 — 2006
CVS Caremark Corporation May 2012 - Present
Transfreight November 2011 - May 2012
Coty March 2010 - August 2011
North Carolina State University Housing August 2008 - May 2009
Caterpillar Inc. May 2008 - August 2008
Wilmington Trust June 2006 - August 2007
Skills
Solidworks, AutoCAD, Visual Basic, Typing, Excel, PowerPoint, Word, Red Prairie, Data Analysis, Financial Analysis, Standardization, Process Engineering, Problem Solving, Process Improvement, Process Development, Manufacturing..., Time Studies, VBA, Software Implementation, SOP, Order Processing, Fragrances, Industrial Engineering, Logistics Engineering, Cosmetics, Lean Manufacturing, Manufacturing, WMS, Logistics, Continuous Improvement, Engineering, Management, Microsoft Word, Inventory Management, Minitab, Root Cause Analysis, 5S, Access, Arena Simulation..., Microsoft Excel, MS Project, Time Study, Value Stream Mapping, Process Simulation, Kaizen, Warehouse Management, Project Management, Sop, SAP, Fragrance
Education
North Carolina State University 2006 — 2010
B.S., Industrial Engineering
Charter School of Wilmington 2002 — 2006
RONNIE JT TERRY RONNIE JT TERRY's Wilmington Trust Experience April 2007 - September 2014
Job Financial Analyst, Corporate & Investment Banking, Model at The It Factor Productions
Industry Banking
Experience
JPMorgan Chase & Co. 2014 - Present
The It Factor Productions July 2013 - Present
Dover International Speedway Inc August 2007 - Present
Wilmington Trust April 2007 - September 2014
M&T Bank May 2011 - December 2012
The Home Depot January 2004 - August 2006
Finish Line September 2004 - July 2006
Chick-fil-A-Corporate March 2001 - January 2006
Skills
Banking, Access, Customer Service, Word, Excel, Client Services, Client Retention, Client Relationship..., Financial Sales, Referrals, Employee Referral..., Windows Services, Microsoft Excel, Microsoft Word, Sales Finance, Loans, CRM, Financial Services, Customer Retention, Risk Management, Retail Banking, Process Improvement, Leadership, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Credit Cards, Insurance, Call Center, Leadership Development, Commercial Lending, Finance, Credit, Financial Analysis, Commercial Banking, Wealth Management, Loan Origination, Mutual Funds, Financial Risk, Lines Of Credit, Underwriting, Portfolio Management, Credit Risk, Sales, Strategic Financial..., Management, Cash Management, Relationship Management, Investments
Education
Kaplan University 2011 — 2013
Insurance
Delaware Tech 2003 — 2006
Architectural Engineering
Polytech High School 1999 — 2003
Master of Technology (MTech), Architectural Drafting and Architectural CAD/CADD
JPMorgan Chase & Co. 2014 - Present
The It Factor Productions July 2013 - Present
Dover International Speedway Inc August 2007 - Present
Wilmington Trust April 2007 - September 2014
M&T Bank May 2011 - December 2012
The Home Depot January 2004 - August 2006
Finish Line September 2004 - July 2006
Chick-fil-A-Corporate March 2001 - January 2006
Skills
Banking, Access, Customer Service, Word, Excel, Client Services, Client Retention, Client Relationship..., Financial Sales, Referrals, Employee Referral..., Windows Services, Microsoft Excel, Microsoft Word, Sales Finance, Loans, CRM, Financial Services, Customer Retention, Risk Management, Retail Banking, Process Improvement, Leadership, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Credit Cards, Insurance, Call Center, Leadership Development, Commercial Lending, Finance, Credit, Financial Analysis, Commercial Banking, Wealth Management, Loan Origination, Mutual Funds, Financial Risk, Lines Of Credit, Underwriting, Portfolio Management, Credit Risk, Sales, Strategic Financial..., Management, Cash Management, Relationship Management, Investments
Education
Kaplan University 2011 — 2013
Insurance
Delaware Tech 2003 — 2006
Architectural Engineering
Polytech High School 1999 — 2003
Master of Technology (MTech), Architectural Drafting and Architectural CAD/CADD
John Vlacich John Vlacich's Wilmington Trust Experience July 2008 - January 2009
Job CoFounder at Cloud Spectator
Industry Market Research
Experience
Cloud Spectator November 2011 - Present
Bingham McCutchen LLP May 2011 - June 2011
Bingham McCutchen LLP January 2010 - June 2010
State Street January 2009 - July 2009
Wilmington Trust July 2008 - January 2009
Wilmington Trust January 2008 - July 2008
Skills
Product Marketing, Marketing Strategy, Start-ups, Marketing Communications, Cloud Computing, Strategic Partnerships, Strategic Planning, Product Management, Lead Generation, Microsoft Excel, Public Speaking, Entrepreneurship, Microsoft Office, Business Development, Market Research, Networking, New Business Development, Marketing
Education
Northeastern University 2006 — 2011
Bachelor’s Degree, Finance & Entrepreneurship, Magna Cum Laude
Cloud Spectator November 2011 - Present
Bingham McCutchen LLP May 2011 - June 2011
Bingham McCutchen LLP January 2010 - June 2010
State Street January 2009 - July 2009
Wilmington Trust July 2008 - January 2009
Wilmington Trust January 2008 - July 2008
Skills
Product Marketing, Marketing Strategy, Start-ups, Marketing Communications, Cloud Computing, Strategic Partnerships, Strategic Planning, Product Management, Lead Generation, Microsoft Excel, Public Speaking, Entrepreneurship, Microsoft Office, Business Development, Market Research, Networking, New Business Development, Marketing
Education
Northeastern University 2006 — 2011
Bachelor’s Degree, Finance & Entrepreneurship, Magna Cum Laude
Philip Cave Philip Cave's Wilmington Trust Experience January 2006 - December 2009
Job The Private Bank / Wells Fargo
Industry Financial Services
Experience
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Farah Francois Farah Francois's Wilmington Trust Experience November 2013 - Present
Job Office Assistant/Reception at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2013 - Present
Goldman Sachs June 2012 - September 2013
NYC Department of Information Technology & Telecommunications June 2013 - August 2013
Muhlenberg College August 2009 - May 2013
Forever 21 June 2011 - January 2013
Cramer Rosenthal McGlynn 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Windows, Time Management, Sales, Outlook, Facebook, Event Planning, Budgets
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (BA), Finance, Business Administration
Wilmington Trust November 2013 - Present
Goldman Sachs June 2012 - September 2013
NYC Department of Information Technology & Telecommunications June 2013 - August 2013
Muhlenberg College August 2009 - May 2013
Forever 21 June 2011 - January 2013
Cramer Rosenthal McGlynn 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Windows, Time Management, Sales, Outlook, Facebook, Event Planning, Budgets
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (BA), Finance, Business Administration
Sandra M. Abrahams Sandra M. Abrahams's Wilmington Trust Experience February 2005 - February 2008
Job Cash Manager at American Bible Society
Industry Nonprofit Organization Management
Experience
BNY Mellon January 2012 - March 2014
BNY Mellon February 2008 - January 2012
Wilmington Trust February 2005 - February 2008
Wilmington Trust December 2003 - February 2005
JPMorgan Chase February 1999 - March 2003
US Navy November 1988 - March 1997
Skills
Financial Services, Securities, Investments, Finance, Accounting, Banking, Microsoft Excel, Leadership, Account Reconciliation, Risk Management, Financial Analysis, Asset Management, Client Relations Skills, Training, Settlement, Municipal Bonds, Wire Transfers, Overdraft Management, Communication, Commercial Paper, Workflow Management, Trade Settlement, Military
Education
La Salle University 2014 — 2016
Master of Business Administration (MBA), Accounting/Finance
University of Maryland University College 1994 — 1998
Bachelor of Science (B.S.), Business Management/Psychology
Temple University 2010 — 2010
Executive Certificate in Financial Planning, (Investment, Income Tax, Retirement, Estate & Insurance planning)
Temple University
Real Estate Institute, Real Estate Fundamentals & Practice, HONORS
BNY Mellon January 2012 - March 2014
BNY Mellon February 2008 - January 2012
Wilmington Trust February 2005 - February 2008
Wilmington Trust December 2003 - February 2005
JPMorgan Chase February 1999 - March 2003
US Navy November 1988 - March 1997
Skills
Financial Services, Securities, Investments, Finance, Accounting, Banking, Microsoft Excel, Leadership, Account Reconciliation, Risk Management, Financial Analysis, Asset Management, Client Relations Skills, Training, Settlement, Municipal Bonds, Wire Transfers, Overdraft Management, Communication, Commercial Paper, Workflow Management, Trade Settlement, Military
Education
La Salle University 2014 — 2016
Master of Business Administration (MBA), Accounting/Finance
University of Maryland University College 1994 — 1998
Bachelor of Science (B.S.), Business Management/Psychology
Temple University 2010 — 2010
Executive Certificate in Financial Planning, (Investment, Income Tax, Retirement, Estate & Insurance planning)
Temple University
Real Estate Institute, Real Estate Fundamentals & Practice, HONORS
James J. Hargadon, CFA James J. Hargadon, CFA's Wilmington Trust Experience August 2015 - Present
Job VP, Sr. Research Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Joseph Macri Joseph Macri's Wilmington Trust Experience 1981 - Present
Job Vice President & Senior Fiduciary Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 1981 - Present
Education
Mansfield University of Pennsylvania 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Wilmington Trust 1981 - Present
Education
Mansfield University of Pennsylvania 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Brick Barrientos Brick Barrientos's Wilmington Trust Experience January 2015 - Present
Job Compliance Officer at Wilmington Trust
Industry Financial Services
Experience
Silver Screen Test October 2000 - Present
National Academic Association January 1983 - Present
Wilmington Trust January 2015 - Present
ISS Institutional Shareholder Services January 2014 - May 2014
BackOffice Alliance September 2013 - January 2014
U.S. Securities and Exchange Commission June 1986 - July 2012
Skills
Mergers, Accounting, Internal Controls, Banking
Education
University of Maryland College Park 1980 — 1984
Master of Arts (M.A.), Economics
University of Maryland College Park 1977 — 1980
Bachelor of Arts (B.A.), Economics
Montgomery College - TechLEAP 2012 — 2013
Internet and Computer Technology
Montgomery College 1976 — 1993
Mathematics, Accounting
Silver Screen Test October 2000 - Present
National Academic Association January 1983 - Present
Wilmington Trust January 2015 - Present
ISS Institutional Shareholder Services January 2014 - May 2014
BackOffice Alliance September 2013 - January 2014
U.S. Securities and Exchange Commission June 1986 - July 2012
Skills
Mergers, Accounting, Internal Controls, Banking
Education
University of Maryland College Park 1980 — 1984
Master of Arts (M.A.), Economics
University of Maryland College Park 1977 — 1980
Bachelor of Arts (B.A.), Economics
Montgomery College - TechLEAP 2012 — 2013
Internet and Computer Technology
Montgomery College 1976 — 1993
Mathematics, Accounting
Leslie Varrelman's Wilmington Trust Experience June 2011 - Present
Job Vice President at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust June 2011 - Present
Great Pacific Securities October 2010 - May 2011
John Hancock Financial July 2007 - July 2010
Edgartown Ventures 2003 - 2009
Wachovia Wealth Management January 2005 - May 2007
Chartwell Investment Partners April 1997 - March 2003
Meridian Investment Company 1994 - 1997
Corestates Investment Advisors 1983 - 1993
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
Juniata College 1977 — 1981
Business Administration and Management, General
Wilmington Trust June 2011 - Present
Great Pacific Securities October 2010 - May 2011
John Hancock Financial July 2007 - July 2010
Edgartown Ventures 2003 - 2009
Wachovia Wealth Management January 2005 - May 2007
Chartwell Investment Partners April 1997 - March 2003
Meridian Investment Company 1994 - 1997
Corestates Investment Advisors 1983 - 1993
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
Juniata College 1977 — 1981
Business Administration and Management, General
Nick Tally Nick Tally's Wilmington Trust Experience Vice PresidentWells Fargo BankMarch 1996 - June 2008
Job Vice President and Global Loan Agency Leader at Wilmington Trust
Industry Banking
Experience
Wilmington Trust Vice PresidentWells Fargo BankMarch 1996 - June 2008
Skills
Securitization, Debt Restructuring, Structured Finance, Banking, Leveraged Finance, Private Equity, Bankruptcy, Capital Markets, Restructuring, Loans
Education
William Mitchell College of Law 1997 — 2001
JD
University of Minnesota-Twin Cities 1984 — 1990
BA, Political Science
Wilmington Trust Vice PresidentWells Fargo BankMarch 1996 - June 2008
Skills
Securitization, Debt Restructuring, Structured Finance, Banking, Leveraged Finance, Private Equity, Bankruptcy, Capital Markets, Restructuring, Loans
Education
William Mitchell College of Law 1997 — 2001
JD
University of Minnesota-Twin Cities 1984 — 1990
BA, Political Science
Francis Jacobs III, CMFC's Wilmington Trust Experience August 1999 - April 2000
Job Western Director at Merion Capital
Industry Financial Services
Experience
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Bruce L. Marra Bruce L. Marra's Wilmington Trust Experience 1981 - 1986
Job President at West Chester Capital Advisors, Inc.
Industry Investment Management
Experience
West Chester Capital Advisors, Inc. November 1994 - Present
Valley Forge Asset Management 1992 - 1994
Capital & Security Management, Inc. 1986 - 1991
Wilmington Trust 1981 - 1986
Mellon Bank 1960 - 1981
US Navy & US Naval Reserve 1956 - 1978
Education
University of Pittsburgh 1960 — 1964
MBA, Finance
Lehigh University 1952 — 1956
BS with honors, Finance
West Chester Capital Advisors, Inc. November 1994 - Present
Valley Forge Asset Management 1992 - 1994
Capital & Security Management, Inc. 1986 - 1991
Wilmington Trust 1981 - 1986
Mellon Bank 1960 - 1981
US Navy & US Naval Reserve 1956 - 1978
Education
University of Pittsburgh 1960 — 1964
MBA, Finance
Lehigh University 1952 — 1956
BS with honors, Finance
Peter E. Tony Guernsey, Jr. Peter E. Tony Guernsey, Jr.'s Wilmington Trust Experience 2007 - 2012
Job Chief Client Advocate and Independent Trustee
Industry Financial Services
Experience
Wilmington Trust, New York August 2012 - Present
Wilmington Trust 2007 - 2012
Union Bank of Switzerland May 1988 - April 1998
J.P. Morgan March 1972 - July 1988
Skills
Wealth Management, Asset Managment, Investment Advisory, Wealth Management..., Mutual Funds, Estate Planning, Portfolio Management, Financial Services, Equities
Education
Lake Forest College 1966 — 1970
BA, American Civilization
The Taft School 1962 — 1966
Wilmington Trust, New York August 2012 - Present
Wilmington Trust 2007 - 2012
Union Bank of Switzerland May 1988 - April 1998
J.P. Morgan March 1972 - July 1988
Skills
Wealth Management, Asset Managment, Investment Advisory, Wealth Management..., Mutual Funds, Estate Planning, Portfolio Management, Financial Services, Equities
Education
Lake Forest College 1966 — 1970
BA, American Civilization
The Taft School 1962 — 1966
Elaine O'Connell Elaine O'Connell's Wilmington Trust Experience March 2007 - May 2011
Job VP / O&C Issue Management Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Chase May 2011 - November 2013
Wilmington Trust March 2007 - May 2011
Wilmington Trust 2003 - 2007
Wilmington Trust 1998 - 2003
Wilmington Trust 1991 - 1998
Hercules 1979 - 1991
Skills
Risk Management, Project Management, Audit Management, Banking, Fraud, Management, Financial Services, Sarbanes-Oxley Act, Governance, Risk Assessment, Internal Audit, Corporate Governance, Auditing, IT Audit, Enterprise Risk..., Disaster Recovery, Leadership, Business Continuity, Financial Risk, PMO, Business Process, Due Diligence, Information Security, Internal Controls, Finance, Business Process..., Operational Risk...
Education
University of Richmond 1975 — 1979
Bachelor of Science (BS), Chemistry
Landmark Education
JPMorgan Chase November 2013 - Present
JPMorgan Chase May 2011 - November 2013
Wilmington Trust March 2007 - May 2011
Wilmington Trust 2003 - 2007
Wilmington Trust 1998 - 2003
Wilmington Trust 1991 - 1998
Hercules 1979 - 1991
Skills
Risk Management, Project Management, Audit Management, Banking, Fraud, Management, Financial Services, Sarbanes-Oxley Act, Governance, Risk Assessment, Internal Audit, Corporate Governance, Auditing, IT Audit, Enterprise Risk..., Disaster Recovery, Leadership, Business Continuity, Financial Risk, PMO, Business Process, Due Diligence, Information Security, Internal Controls, Finance, Business Process..., Operational Risk...
Education
University of Richmond 1975 — 1979
Bachelor of Science (BS), Chemistry
Landmark Education
Fred Hansen, CISA, GSEC Fred Hansen, CISA, GSEC's Wilmington Trust Experience September 2009 - July 2011
Job Business Risk Analyst at Essextec
Industry Information Technology and Services
Experience
Essextec February 2014 - Present
Hansen Consulting Group, llc January 2011 - February 2014
Wilmington Trust September 2009 - July 2011
Accume Partners 2008 - 2009
New Jersey Manufacturer Ins 2006 - 2008
American Water 2005 - 2006
Rohm and Haas Company 2000 - 2005
Rohm and Haas Company 1995 - 2005
Skills
IT Audit, CISA, Internal Audit, Security, Internal Controls, Information Technology, Sarbanes-Oxley Act, Business Process..., Budgets, Risk Assessment, Auditing, COBIT, Enterprise Risk..., Information Security..., SAS70, Business Continuity, Information Security
Education
Kean University - BS Comp Sci; NJIT - Masters Cert in eCommerce 1996 — 1999
Graduate Cert in eCommerce
Kean University 1990 — 1992
BS Comp Sci, Information Systems
Essextec February 2014 - Present
Hansen Consulting Group, llc January 2011 - February 2014
Wilmington Trust September 2009 - July 2011
Accume Partners 2008 - 2009
New Jersey Manufacturer Ins 2006 - 2008
American Water 2005 - 2006
Rohm and Haas Company 2000 - 2005
Rohm and Haas Company 1995 - 2005
Skills
IT Audit, CISA, Internal Audit, Security, Internal Controls, Information Technology, Sarbanes-Oxley Act, Business Process..., Budgets, Risk Assessment, Auditing, COBIT, Enterprise Risk..., Information Security..., SAS70, Business Continuity, Information Security
Education
Kean University - BS Comp Sci; NJIT - Masters Cert in eCommerce 1996 — 1999
Graduate Cert in eCommerce
Kean University 1990 — 1992
BS Comp Sci, Information Systems
Steve Sales's Wilmington Trust Experience July 2015 - Present
Job Senior Director of Risk, Global Capital Markets, Wilmington Trust
Industry Capital Markets
Experience
Wilmington Trust July 2015 - Present
Citi March 2014 - July 2015
Citi October 2013 - February 2014
Marco Polo Network January 2003 - May 2013
Merrill Lynch September 1997 - December 2002
Barclays 1994 - 1997
Barclays (previously BZW) 1992 - 1993
KPMG UK 1986 - 1991
HSBC (previously Midland Bank Group) 1982 - 1986
Skills
Electronic Trading, Capital Markets, Trading Systems, Emerging Markets, Trading, Strategy, Start-ups, Mergers & Acquisitions, Derivatives, Project Management, Portfolio Management, Product Development, Market Structure, Vendor Management, Solution Architecture, Operational Risk, Office and Facility..., Operations and..., Cost and Process..., Information Technology..., FIX, Electronic Trading ..., Enterprise Architecture, Operational Excellence, Risk Management, Financial Services
Education
Loughborough University 1983 — 1986
B.Sc (Hons)
Institute of Chartered Accountants in England and Wales
ACA studies
Wilmington Trust July 2015 - Present
Citi March 2014 - July 2015
Citi October 2013 - February 2014
Marco Polo Network January 2003 - May 2013
Merrill Lynch September 1997 - December 2002
Barclays 1994 - 1997
Barclays (previously BZW) 1992 - 1993
KPMG UK 1986 - 1991
HSBC (previously Midland Bank Group) 1982 - 1986
Skills
Electronic Trading, Capital Markets, Trading Systems, Emerging Markets, Trading, Strategy, Start-ups, Mergers & Acquisitions, Derivatives, Project Management, Portfolio Management, Product Development, Market Structure, Vendor Management, Solution Architecture, Operational Risk, Office and Facility..., Operations and..., Cost and Process..., Information Technology..., FIX, Electronic Trading ..., Enterprise Architecture, Operational Excellence, Risk Management, Financial Services
Education
Loughborough University 1983 — 1986
B.Sc (Hons)
Institute of Chartered Accountants in England and Wales
ACA studies
Barry Strepko's Wilmington Trust Experience 1998 - 2002
Job Strategic Marketing Analyst at First National Bank
Industry Financial Services
Experience
First National Bank 2009 - Present
Sterling Financial Corporation January 2002 - 2008
Wilmington Trust 1998 - 2002
Corestates Bank 1996 - 1998
Meridian Bancorp 1995 - 1996
Skills
Segmentation, Competitive Analysis, Project Management, Primary Research, Secondary Research, Staff Management, Employee Research, Market Research, Competitive Intelligence, Marketing Strategy, Strategic Planning, Marketing Research, Marketing, Banking, Financial Services, Financial Analysis, Management, Direct Marketing, Business Development, Analysis, Data Analysis, Finance, Leadership
Education
Penn State University
BS, Business
Penn State University
Bachelor's degree, Business Administration
First National Bank 2009 - Present
Sterling Financial Corporation January 2002 - 2008
Wilmington Trust 1998 - 2002
Corestates Bank 1996 - 1998
Meridian Bancorp 1995 - 1996
Skills
Segmentation, Competitive Analysis, Project Management, Primary Research, Secondary Research, Staff Management, Employee Research, Market Research, Competitive Intelligence, Marketing Strategy, Strategic Planning, Marketing Research, Marketing, Banking, Financial Services, Financial Analysis, Management, Direct Marketing, Business Development, Analysis, Data Analysis, Finance, Leadership
Education
Penn State University
BS, Business
Penn State University
Bachelor's degree, Business Administration
Laura Cecconi's Wilmington Trust Experience May 2004 - August 2004
Job Business Systems Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard October 2008 - Present
Vanguard January 2006 - July 2009
Johnson & Johnson January 2005 - July 2005
Penn State Hospitality Services February 2004 - May 2005
Wilmington Trust May 2004 - August 2004
Skills
Visual Basic, SQL, XML, ASP, VBA, Unix, Databases, JavaScript, HTML, Java, MySQL, PHP, DB2, UML, .NET, C++, Active Directory, MS Project, Microsoft Technologies, Flash
Education
Penn State University 2002 — 2006
Bachelor's degree, Information Sciences Technology
Vanguard October 2008 - Present
Vanguard January 2006 - July 2009
Johnson & Johnson January 2005 - July 2005
Penn State Hospitality Services February 2004 - May 2005
Wilmington Trust May 2004 - August 2004
Skills
Visual Basic, SQL, XML, ASP, VBA, Unix, Databases, JavaScript, HTML, Java, MySQL, PHP, DB2, UML, .NET, C++, Active Directory, MS Project, Microsoft Technologies, Flash
Education
Penn State University 2002 — 2006
Bachelor's degree, Information Sciences Technology
Katina Porter's Wilmington Trust Experience December 2009 - Present
Job Business Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2009 - Present
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - January 2005
Charles Schwab November 1995 - September 2000
Financial Network Investment Corp (FNIC) July 1995 - November 1995
Skills
SDLC, Risk Management, Process Improvement, Business Analysis, Waterfall, Financial Services, Banking, Software Project..., Series 7, Project Management, Visio, Relationship Management, Program Management, Change Management, Securities, Requirements Analysis, Management, Business Requirements, Business Process, Training, Business Process..., Finance, Analysis, Requirements Gathering, PMO, SharePoint, Software Documentation, Integration, Agile Methodologies, Product Management, Scrum, Mutual Funds, MS Project
Education
DeVry University 2002 — 2003
Information Technology
Manchester University 1991 — 1995
Bachelors of Arts, Corporate Finance
West Noble High School
Wilmington Trust December 2009 - Present
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - January 2005
Charles Schwab November 1995 - September 2000
Financial Network Investment Corp (FNIC) July 1995 - November 1995
Skills
SDLC, Risk Management, Process Improvement, Business Analysis, Waterfall, Financial Services, Banking, Software Project..., Series 7, Project Management, Visio, Relationship Management, Program Management, Change Management, Securities, Requirements Analysis, Management, Business Requirements, Business Process, Training, Business Process..., Finance, Analysis, Requirements Gathering, PMO, SharePoint, Software Documentation, Integration, Agile Methodologies, Product Management, Scrum, Mutual Funds, MS Project
Education
DeVry University 2002 — 2003
Information Technology
Manchester University 1991 — 1995
Bachelors of Arts, Corporate Finance
West Noble High School
Ken Monarch's Wilmington Trust Experience 2006 - 2008
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture November 2010 - Present
Knowledge Rules March 2008 - November 2010
Knowledge Rules March 2008 - October 2010
Blue Cross Blue Shield CareFirst 2008 - 2009
Wilmington Trust 2006 - 2008
Wilmington Trust 2006 - 2008
eCal 1999 - 2000
Day & Zimmermann 1991 - 1993
Arista 1990 - 1991
Skills
SDLC, Web Development, Requirements Analysis, Business Process Design, Business Analysis, Requirements Gathering, Business Process, Enterprise Architecture, XML, PMO, SOA, Agile Methodologies, Solution Architecture, Integration, IT Strategy, Management, Risk Assessment, Business Intelligence, Project Management
Education
Indiana University of Pennsylvania
Bachelor's degree, Computer Science
Accenture November 2010 - Present
Knowledge Rules March 2008 - November 2010
Knowledge Rules March 2008 - October 2010
Blue Cross Blue Shield CareFirst 2008 - 2009
Wilmington Trust 2006 - 2008
Wilmington Trust 2006 - 2008
eCal 1999 - 2000
Day & Zimmermann 1991 - 1993
Arista 1990 - 1991
Skills
SDLC, Web Development, Requirements Analysis, Business Process Design, Business Analysis, Requirements Gathering, Business Process, Enterprise Architecture, XML, PMO, SOA, Agile Methodologies, Solution Architecture, Integration, IT Strategy, Management, Risk Assessment, Business Intelligence, Project Management
Education
Indiana University of Pennsylvania
Bachelor's degree, Computer Science
Leonardo Sotomayor's Wilmington Trust Experience 1998 - 2001
Job at
Industry Retail
Experience
Commercial Japonesa Automotriz C.Ltda. April 2009 - Present
Pep Boys Auto 2007 - 2009
Pepboys 2001 - 2008
Wilmington Trust 1998 - 2001
Wilmington Trust 1998 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2000
MBA
Lehigh University 1993 — 1997
BS, Industrial Engineering
Commercial Japonesa Automotriz C.Ltda. April 2009 - Present
Pep Boys Auto 2007 - 2009
Pepboys 2001 - 2008
Wilmington Trust 1998 - 2001
Wilmington Trust 1998 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2000
MBA
Lehigh University 1993 — 1997
BS, Industrial Engineering
Louise Frock's Wilmington Trust Experience July 2010 - September 2011
Job VP, Marketing Manager at M&T Bank
Industry Banking
Experience
M&T Bank July 2011 - Present
Wilmington Trust July 2010 - September 2011
Wilmington Trust Company October 2006 - July 2010
Wilmington Trust October 2004 - September 2006
Shipley Advertising 2001 - 2004
Amichetti, Lewis & Associates, Inc 1987 - 2001
Skills
Banking, Financial Services, Credit Cards, Leadership, Marketing Strategy, Program Management, Marketing, Advertising, Change Management, Management, Retail Banking, Product Development, Vendor Management, Analytics, Risk Management
Education
Notre Dame of Maryland University
M&T Bank July 2011 - Present
Wilmington Trust July 2010 - September 2011
Wilmington Trust Company October 2006 - July 2010
Wilmington Trust October 2004 - September 2006
Shipley Advertising 2001 - 2004
Amichetti, Lewis & Associates, Inc 1987 - 2001
Skills
Banking, Financial Services, Credit Cards, Leadership, Marketing Strategy, Program Management, Marketing, Advertising, Change Management, Management, Retail Banking, Product Development, Vendor Management, Analytics, Risk Management
Education
Notre Dame of Maryland University
Paul Schiminger's Wilmington Trust Experience April 2009 - May 2015
Job Executive Director International Bluegrass Music Association
Industry Nonprofit Organization Management
Experience
International Bluegrass Music Association June 2015 - Present
Wilmington Trust April 2009 - May 2015
Brown Advisory (ABIM) August 2008 - April 2009
Alex Brown Investment Mgt April 2001 - July 2008
Deutsche Bank 1989 - 2001
Skills
Investment Advisory, Pensions, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, New Business Development, FINRA, Asset Allocation, Endowments, Foundations, Financial Advisory, Due Diligence, Pension Funds, Institutional..., Investment Strategies, Banjo
Education
James Madison University - College of Business
BBA, Accounting
The Johns Hopkins University - Carey Business School
MS, Finance
International Bluegrass Music Association June 2015 - Present
Wilmington Trust April 2009 - May 2015
Brown Advisory (ABIM) August 2008 - April 2009
Alex Brown Investment Mgt April 2001 - July 2008
Deutsche Bank 1989 - 2001
Skills
Investment Advisory, Pensions, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, New Business Development, FINRA, Asset Allocation, Endowments, Foundations, Financial Advisory, Due Diligence, Pension Funds, Institutional..., Investment Strategies, Banjo
Education
James Madison University - College of Business
BBA, Accounting
The Johns Hopkins University - Carey Business School
MS, Finance
Doug Adamson's Wilmington Trust Experience February 2007 - Present
Job PFS Chief of Staff and Retail Unit CFO Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust February 2007 - Present
HostMySite.com August 2006 - February 2007
ISN Bank March 2003 - December 2005
Sears, Roebuck and Co. June 2001 - March 2004
Copelco Capital, Inc. October 1998 - June 2000
Education
Indiana University of Pennsylvania 1983 — 1987
Wilmington Trust February 2007 - Present
HostMySite.com August 2006 - February 2007
ISN Bank March 2003 - December 2005
Sears, Roebuck and Co. June 2001 - March 2004
Copelco Capital, Inc. October 1998 - June 2000
Education
Indiana University of Pennsylvania 1983 — 1987
Sarah Hughes (O'Donnell)'s Wilmington Trust Experience July 2012 - Present
Job Vice President, Marketing Manager at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust July 2012 - Present
Wilmington Trust October 2010 - July 2012
M&T BANK January 2007 - October 2010
M&T BANK June 2005 - January 2007
Skills
Employee Engagement, New Business Development, Management, Coaching, Training, Leadership, Marketing, Proposal Writing, Six Sigma, Customer Service, Sales, Strategy, Sales Process, Business Development, Process Improvement
Education
Loyola University Maryland 2009 — 2011
MBA Sellinger School of Business
Loyola University Maryland 2001 — 2005
BBA, Marketing
National University of Ireland, Galway 2003 — 2003
Wilmington Trust July 2012 - Present
Wilmington Trust October 2010 - July 2012
M&T BANK January 2007 - October 2010
M&T BANK June 2005 - January 2007
Skills
Employee Engagement, New Business Development, Management, Coaching, Training, Leadership, Marketing, Proposal Writing, Six Sigma, Customer Service, Sales, Strategy, Sales Process, Business Development, Process Improvement
Education
Loyola University Maryland 2009 — 2011
MBA Sellinger School of Business
Loyola University Maryland 2001 — 2005
BBA, Marketing
National University of Ireland, Galway 2003 — 2003
Joann Culloty's Wilmington Trust Experience May 2008 - October 2008
Job Area Training Manager at Amazon
Industry Professional Training & Coaching
Experience
Amazon May 2015 - Present
Performance Development Group June 2013 - February 2015
Lernia Training Solutions February 2013 - June 2013
Teva Pharmaceuticals October 2011 - December 2012
Cephalon January 2009 - October 2011
Wilmington Trust May 2008 - October 2008
De Lage Landen Financial Services April 2007 - December 2007
De Lage Landen Financial Services April 2001 - April 2007
De Lage Landen 1999 - 2007
Skills
Employee Relations, Talent Management, Employee Engagement, Organizational..., Human Resources, Organizational..., Instructional Design, Management Development, Performance Management, Training, Budget & Cost Management, Facilitation Skills, Virtual Learning, Learning Management..., Project Management, Leadership, Program Management, Strategic Planning, Management, Cross-functional Team...
Education
Immaculata University 2000 — 2003
BA, Human Resource Management
Amazon May 2015 - Present
Performance Development Group June 2013 - February 2015
Lernia Training Solutions February 2013 - June 2013
Teva Pharmaceuticals October 2011 - December 2012
Cephalon January 2009 - October 2011
Wilmington Trust May 2008 - October 2008
De Lage Landen Financial Services April 2007 - December 2007
De Lage Landen Financial Services April 2001 - April 2007
De Lage Landen 1999 - 2007
Skills
Employee Relations, Talent Management, Employee Engagement, Organizational..., Human Resources, Organizational..., Instructional Design, Management Development, Performance Management, Training, Budget & Cost Management, Facilitation Skills, Virtual Learning, Learning Management..., Project Management, Leadership, Program Management, Strategic Planning, Management, Cross-functional Team...
Education
Immaculata University 2000 — 2003
BA, Human Resource Management
Vanessa McIntyre's Wilmington Trust Experience 1997 - 1999
Job Sr. Account Manager at Promotion Fulfillment Center
Industry Events Services
Experience
Promotion Fulfillment Center October 2007 - Present
MidAmerica National Bank 2000 - 2007
Wilmington Trust 1997 - 1999
Skills
Account Management, Promotions, Event Planning, Customer Relations, Excel, Word, PowerPoint, Budgeting, Problem Solving, Outlook, Inventory Management, Customer Service, Microsoft Word, Microsoft Excel, Budgets, New Business Development, Online Marketing, Social Media Marketing, Sales, Marketing Communications
Education
Northern Illinois University - College of Business 1994 — 1996
BS, Small Business Management and Entrepreneurship
Promotion Fulfillment Center October 2007 - Present
MidAmerica National Bank 2000 - 2007
Wilmington Trust 1997 - 1999
Skills
Account Management, Promotions, Event Planning, Customer Relations, Excel, Word, PowerPoint, Budgeting, Problem Solving, Outlook, Inventory Management, Customer Service, Microsoft Word, Microsoft Excel, Budgets, New Business Development, Online Marketing, Social Media Marketing, Sales, Marketing Communications
Education
Northern Illinois University - College of Business 1994 — 1996
BS, Small Business Management and Entrepreneurship
Raj Gopal's Wilmington Trust Experience March 2010 - Present
Job Documentum Architect at Wilmington Trust
Industry Pharmaceuticals
Experience
Wilmington Trust March 2010 - Present
Wyeth Pharmaceuticals April 2007 - October 2009
Idenix Pharmaceuticals February 2006 - March 2007
Centocor Inc April 2005 - January 2006
Wyeth Pharmaceuticals January 2004 - March 2005
Bristol-Myers Squibb Company January 2003 - December 2003
AstraZeneca Inc January 2000 - December 2002
Merck & Co., Inc February 1998 - January 2000
Merrill Lynch September 1997 - February 1998
Skills
Documentum, Enterprise Content..., SDLC, Document Management, Business Analysis, Enterprise Architecture, Content Management, Portals, Solution Architecture, SharePoint, Integration, Weblogic, Java Enterprise Edition, Web Services, Oracle, JSP, Requirements Analysis, SOA, Software Project..., Business Process Design, Agile Methodologies, Enterprise Software, Requirements Gathering
Education
Indian Institute Of Technology 1979 — 1981
MTech, Computer Sciences
Wilmington Trust March 2010 - Present
Wyeth Pharmaceuticals April 2007 - October 2009
Idenix Pharmaceuticals February 2006 - March 2007
Centocor Inc April 2005 - January 2006
Wyeth Pharmaceuticals January 2004 - March 2005
Bristol-Myers Squibb Company January 2003 - December 2003
AstraZeneca Inc January 2000 - December 2002
Merck & Co., Inc February 1998 - January 2000
Merrill Lynch September 1997 - February 1998
Skills
Documentum, Enterprise Content..., SDLC, Document Management, Business Analysis, Enterprise Architecture, Content Management, Portals, Solution Architecture, SharePoint, Integration, Weblogic, Java Enterprise Edition, Web Services, Oracle, JSP, Requirements Analysis, SOA, Software Project..., Business Process Design, Agile Methodologies, Enterprise Software, Requirements Gathering
Education
Indian Institute Of Technology 1979 — 1981
MTech, Computer Sciences
Sigrid E Lundby's Wilmington Trust Experience April 1999 - February 2009
Job VP & Sr. Portfolio Officer at BNY Mellon Wealth Managment
Industry Financial Services
Experience
BNY Mellon Wealth Management 2009 - Present
Wilmington Trust April 1999 - February 2009
Wilmington Trust Co. 1999 - 2009
Skills
Relationship Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Bonds, High Net Worth..., Investments, Securities, Wealth Management, Wealth Management..., Asset Management, Investment Management, Financial Services, Equities, Alternative Investments
Education
La Salle University - School of Business Administration 1981 — 1985
International School of Geneva
BNY Mellon Wealth Management 2009 - Present
Wilmington Trust April 1999 - February 2009
Wilmington Trust Co. 1999 - 2009
Skills
Relationship Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Bonds, High Net Worth..., Investments, Securities, Wealth Management, Wealth Management..., Asset Management, Investment Management, Financial Services, Equities, Alternative Investments
Education
La Salle University - School of Business Administration 1981 — 1985
International School of Geneva
Jessica Jankiewicz's Wilmington Trust Experience October 2010 - Present
Job Client Associate at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2010 - Present
Wells Fargo Home Mortgage December 2008 - October 2010
Skills
Microsoft Office, Research, Outlook, Excel, PowerPoint
Education
William Mitchell College of Law 2005 — 2008
J.D, Trusts & Estates, Tax
University of Wisconsin-Madison 2001 — 2005
B.A - Journalism, Journalism & Mass Communication, Legal Studies
Wilmington Trust October 2010 - Present
Wells Fargo Home Mortgage December 2008 - October 2010
Skills
Microsoft Office, Research, Outlook, Excel, PowerPoint
Education
William Mitchell College of Law 2005 — 2008
J.D, Trusts & Estates, Tax
University of Wisconsin-Madison 2001 — 2005
B.A - Journalism, Journalism & Mass Communication, Legal Studies
Ed Spofford's Wilmington Trust Experience April 2001 - December 2006
Job The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2011 - Present
Clearbridge Investment Advisors, LLC March 2010 - July 2010
BCM, Inc. August 2008 - December 2009
US Trust - Bank of America January 2007 - August 2008
Wilmington Trust April 2001 - December 2006
Education
Pennsylvania State University-Great Valley Graduate Center 1995 — 1997
MBA, Business
Ohio Wesleyan University 1977 — 1981
BS, Economics
Episcopal
The Vanguard Group February 2011 - Present
Clearbridge Investment Advisors, LLC March 2010 - July 2010
BCM, Inc. August 2008 - December 2009
US Trust - Bank of America January 2007 - August 2008
Wilmington Trust April 2001 - December 2006
Education
Pennsylvania State University-Great Valley Graduate Center 1995 — 1997
MBA, Business
Ohio Wesleyan University 1977 — 1981
BS, Economics
Episcopal
Pamela Arms's Wilmington Trust Experience August 1999 - August 2001
Job Director of Underwriting and Due Diligence at Resource Real Estate
Industry Real Estate
Experience
Resource Real Estate September 2014 - Present
Continental Bank November 2012 - August 2014
University of Pennsylvania School of Dental Medicine January 2010 - June 2012
University of Pennsylvania September 2004 - December 2009
Citizens Bank 2002 - 2004
Fleet Bank September 2001 - May 2002
Wilmington Trust August 1999 - August 2001
Mellon Bank 2001 - 2001
West Chester University September 1998 - December 1999
Real Estate Strategies July 1998 - May 1999
Skills
Commercial Lending, Credit, Investments, Financial Modeling, Risk Management, Fixed Income, Asset Managment, Capital Markets, Strategic Financial..., Finance, Real Estate, Asset Management, Cash Management, Investment Management, Equities, Credit Analysis, Insurance, Real Estate Transactions, Treasury Management, Loans, Mortgage Lending, Due Diligence, Real Estate Development, Analysis, Financial Reporting, Relationship Management, Mergers & Acquisitions, Series 7, Mergers, Corporate Finance, Investment Properties, Appraisals, Strategic Planning, Credit Risk, Financial Services, Private Equity, Commercial Banking, Derivatives, Investment Banking, Budgets, Financial Risk, Accounting
Education
Temple University 1990 — 1996
MBA, Finance
Penn State University 1984 — 1988
BS, Real Estate
Mentor High School
Resource Real Estate September 2014 - Present
Continental Bank November 2012 - August 2014
University of Pennsylvania School of Dental Medicine January 2010 - June 2012
University of Pennsylvania September 2004 - December 2009
Citizens Bank 2002 - 2004
Fleet Bank September 2001 - May 2002
Wilmington Trust August 1999 - August 2001
Mellon Bank 2001 - 2001
West Chester University September 1998 - December 1999
Real Estate Strategies July 1998 - May 1999
Skills
Commercial Lending, Credit, Investments, Financial Modeling, Risk Management, Fixed Income, Asset Managment, Capital Markets, Strategic Financial..., Finance, Real Estate, Asset Management, Cash Management, Investment Management, Equities, Credit Analysis, Insurance, Real Estate Transactions, Treasury Management, Loans, Mortgage Lending, Due Diligence, Real Estate Development, Analysis, Financial Reporting, Relationship Management, Mergers & Acquisitions, Series 7, Mergers, Corporate Finance, Investment Properties, Appraisals, Strategic Planning, Credit Risk, Financial Services, Private Equity, Commercial Banking, Derivatives, Investment Banking, Budgets, Financial Risk, Accounting
Education
Temple University 1990 — 1996
MBA, Finance
Penn State University 1984 — 1988
BS, Real Estate
Mentor High School
Paul Kopp, CTFA's Wilmington Trust Experience October 2011 - Present
Job Assistant Vice President and Fiduciary Advisor at Wilmington Trust
Industry Banking
Experience
Wilmington Trust October 2011 - Present
Wilmington Trust October 2007 - October 2011
Wilmington Trust March 2004 - October 2007
Education
Muhlenberg College 1996 — 2001
Bachelor of Arts, Political Science
Wilmington Trust October 2011 - Present
Wilmington Trust October 2007 - October 2011
Wilmington Trust March 2004 - October 2007
Education
Muhlenberg College 1996 — 2001
Bachelor of Arts, Political Science
Sara Crider's Wilmington Trust Experience Trust AssociateSunTrust Bank2005 - 2007
Job Client Service Officer at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust Trust AssociateSunTrust Bank2005 - 2007
Education
Lehigh University 1999 — 2003
B.A., English
Wilmington Trust Trust AssociateSunTrust Bank2005 - 2007
Education
Lehigh University 1999 — 2003
B.A., English
John Haurin's Wilmington Trust Experience September 1998 - November 2003
Job Senior Vice President Commercial Banking at Fox Chase Bank
Industry Banking
Experience
Fox Chase Bank October 2009 - Present
Sovereign Bank February 2005 - October 2009
Merrill Lynch November 2003 - February 2005
Wilmington Trust September 1998 - November 2003
First Union National Bank May 1987 - August 1998
Skills
Loans, Credit, Credit Analysis, Commercial Banking, Finance
Education
Ursinus College 1983 — 1987
BA, Economics, Minor in Communications
Archbishop Wood High School 1979 — 1983
La Salle University
MBA, Finance
Fox Chase Bank October 2009 - Present
Sovereign Bank February 2005 - October 2009
Merrill Lynch November 2003 - February 2005
Wilmington Trust September 1998 - November 2003
First Union National Bank May 1987 - August 1998
Skills
Loans, Credit, Credit Analysis, Commercial Banking, Finance
Education
Ursinus College 1983 — 1987
BA, Economics, Minor in Communications
Archbishop Wood High School 1979 — 1983
La Salle University
MBA, Finance
Kim Halligan's Wilmington Trust Experience August 2005 - Present
Job Assistant Vice President, Corporate Client Services Project Manager
Industry Financial Services
Experience
Wilmington Trust August 2005 - Present
Courtesy Chevrolet February 2005 - August 2005
ING Funds November 2002 - February 2005
Skills
Asset Managment, Auditing, Banking, Business Analysis, Business Process..., Finance, Financial Analysis, Financial Services, Internal Audit, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Risk Management, Securities, Asset Management, Retirement Planning, Vendor Management, Sales
Education
Park University 1998 — 2001
Bachelor of Arts in Business Administration, Marketing
Wilmington Trust August 2005 - Present
Courtesy Chevrolet February 2005 - August 2005
ING Funds November 2002 - February 2005
Skills
Asset Managment, Auditing, Banking, Business Analysis, Business Process..., Finance, Financial Analysis, Financial Services, Internal Audit, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Risk Management, Securities, Asset Management, Retirement Planning, Vendor Management, Sales
Education
Park University 1998 — 2001
Bachelor of Arts in Business Administration, Marketing
Cynthia Battle's Wilmington Trust Experience 2013 - Present
Job Private Client Fiduciary Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2013 - Present
M&T Bank 2003 - 2013
National Black MBA Association January 2005 - September 2007
Skills
Leadership Development, Strategic Planning, Leadership, Higher Education, Entrepreneurship, Coaching, Trusts, Policy, Process Improvement, Risk Management, Insurance, Team Building, Analysis, Financial Analysis
Education
Medaille College 2004 — 2006
Bachelor, Business Administration
Kaplan Financial Institute
Financial Certifications, Banking, Corporate, Finance, and Securities Law
Wilmington Trust 2013 - Present
M&T Bank 2003 - 2013
National Black MBA Association January 2005 - September 2007
Skills
Leadership Development, Strategic Planning, Leadership, Higher Education, Entrepreneurship, Coaching, Trusts, Policy, Process Improvement, Risk Management, Insurance, Team Building, Analysis, Financial Analysis
Education
Medaille College 2004 — 2006
Bachelor, Business Administration
Kaplan Financial Institute
Financial Certifications, Banking, Corporate, Finance, and Securities Law
Barbara Palmeri, Esq., CRCM's Wilmington Trust Experience March 2000 - July 2011
Job .
Industry Banking
Experience
Retired and enjoying life March 2015 - Present
Santander Bank, N.A. (f/k/a Sovereign Bank, N.A.) October 2012 - March 2015
Santander Bank, N.A. (f/k/a Sovereign Bank, N.A.) August 2011 - October 2012
Wilmington Trust March 2000 - July 2011
Pepper Hamilton LLP 1993 - 2000
Various Mortgage Banking Organizations 1983 - 1993
Skills
Banking, Loss Mitigation, Loan Servicing, Mortgage Lending, Consumer Lending, Retail Banking, Deposits, Banking Law, Default, Credit Cards
Education
Widener University School of Law 1989 — 1993
J.D. (cum laude)
James Madison University 1981 — 1982
M.B.A.
James Madison University 1976 — 1980
B.A.
Retired and enjoying life March 2015 - Present
Santander Bank, N.A. (f/k/a Sovereign Bank, N.A.) October 2012 - March 2015
Santander Bank, N.A. (f/k/a Sovereign Bank, N.A.) August 2011 - October 2012
Wilmington Trust March 2000 - July 2011
Pepper Hamilton LLP 1993 - 2000
Various Mortgage Banking Organizations 1983 - 1993
Skills
Banking, Loss Mitigation, Loan Servicing, Mortgage Lending, Consumer Lending, Retail Banking, Deposits, Banking Law, Default, Credit Cards
Education
Widener University School of Law 1989 — 1993
J.D. (cum laude)
James Madison University 1981 — 1982
M.B.A.
James Madison University 1976 — 1980
B.A.
Ian Monigle's Wilmington Trust Experience December 2005 - December 2007
Job at BlackRock
Industry Banking
Experience
BlackRock January 2015 - Present
BlackRock August 2010 - Present
Marvin & Palmer Associates, Inc November 2008 - November 2010
CSC Trust Company January 2008 - November 2008
Wilmington Trust December 2005 - December 2007
Wilmington Trust June 2002 - December 2005
Education
Penn State University 2011 — 2013
Masters, Finance
Mount St. Mary's University 1997 — 2001
Bachelor, Finance
Salesianum High School 1993 — 1997
BlackRock January 2015 - Present
BlackRock August 2010 - Present
Marvin & Palmer Associates, Inc November 2008 - November 2010
CSC Trust Company January 2008 - November 2008
Wilmington Trust December 2005 - December 2007
Wilmington Trust June 2002 - December 2005
Education
Penn State University 2011 — 2013
Masters, Finance
Mount St. Mary's University 1997 — 2001
Bachelor, Finance
Salesianum High School 1993 — 1997
Neil Tendler's Wilmington Trust Experience July 2006 - July 2009
Job Partner at Echelon Advisors, LLC
Industry Accounting
Experience
Echelon Advisors, LLC February 2014 - Present
Rothstein Kass July 2009 - June 2014
Wilmington Trust July 2006 - July 2009
Deutsche Bank January 2004 - June 2006
KPMG US 1987 - 2004
Coopers&Lybrand 1981 - 1987
Skills
Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Hedge Funds, CPA, Accounting, SEC filings, High Net Worth..., Corporate Tax, Income Tax, Estate Planning, GAAP, Tax Research, Financial Reporting
Education
Pace University
Master of Science (MS), Taxation
State University of New York at Albany 1977 — 1981
Bachelor of Science (BS), Accounting
Echelon Advisors, LLC February 2014 - Present
Rothstein Kass July 2009 - June 2014
Wilmington Trust July 2006 - July 2009
Deutsche Bank January 2004 - June 2006
KPMG US 1987 - 2004
Coopers&Lybrand 1981 - 1987
Skills
Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Hedge Funds, CPA, Accounting, SEC filings, High Net Worth..., Corporate Tax, Income Tax, Estate Planning, GAAP, Tax Research, Financial Reporting
Education
Pace University
Master of Science (MS), Taxation
State University of New York at Albany 1977 — 1981
Bachelor of Science (BS), Accounting
David Trossman's Wilmington Trust Experience September 2008 - April 2015
Job Financial Advisor at Passive Capital
Industry Investment Management
Experience
Passive Capital Management, LLC May 2015 - Present
Wilmington Trust September 2008 - April 2015
Wachovia Securities July 1999 - February 2006
Alex. Brown & Sons June 1992 - August 1998
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master's Degree
University of Pennsylvania 1984 — 1988
Bachelor’s Degree
Passive Capital Management, LLC May 2015 - Present
Wilmington Trust September 2008 - April 2015
Wachovia Securities July 1999 - February 2006
Alex. Brown & Sons June 1992 - August 1998
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master's Degree
University of Pennsylvania 1984 — 1988
Bachelor’s Degree
David S. Sivel CFP's Wilmington Trust Experience January 2008 - March 2015
Job Senior Director Team Leader at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2015 - Present
Wilmington Trust January 2008 - March 2015
Sivel Asset Mangement April 2000 - November 2008
Morgan Stanley June 1998 - April 2000
Merrrill Lynch December 1993 - August 1998
Skills
Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory, Fiduciary Services, Wealth, Risk Management, Small Business, Finance, Tax, Employee Benefits, Retirement Planning, Financial Advisory, Management, Wealth Management..., Estate Planning
Education
The American College 2010 — 2011
Financial Planning, Finance and Financial Management Services
Ohio University 1985 — 1989
BA Business, Management Information Systems, General
BNY Mellon Wealth Management March 2015 - Present
Wilmington Trust January 2008 - March 2015
Sivel Asset Mangement April 2000 - November 2008
Morgan Stanley June 1998 - April 2000
Merrrill Lynch December 1993 - August 1998
Skills
Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory, Fiduciary Services, Wealth, Risk Management, Small Business, Finance, Tax, Employee Benefits, Retirement Planning, Financial Advisory, Management, Wealth Management..., Estate Planning
Education
The American College 2010 — 2011
Financial Planning, Finance and Financial Management Services
Ohio University 1985 — 1989
BA Business, Management Information Systems, General
Fran Casey, MBA, CIA, CFSA, CRMA's Wilmington Trust Experience January 1987 - April 1996
Job Internal Audit at M & T Bank / Wilmington Trust
Industry Financial Services
Experience
M & T Bank / Wilmington Trust March 2015 - Present
Hudson-Ethics Consulting LLC June 2009 - Present
Rutgers, The State University of New Jersey December 2009 - March 2015
Stanford Financial Group Global Management, LLC. September 2005 - May 2009
Jefferson Wells / Experis (Management Consulting & Professional Services Firm) April 2004 - September 2005
University of Louisville – Panama August 2003 - April 2004
United Nations Development Programme March 2002 - March 2004
INDEPENDENT MANAGEMENT CONSULTANT August 1999 - February 2002
Citibank July 1996 - July 1999
Wilmington Trust January 1987 - April 1996
Skills
Internal Audit, Risk Management, Internal Controls, Banking, Insurance, Financial Services, Auditing, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Process Improvement, Risk Assessment, Certified Fraud Examiner, Policy, Business Process..., Enterprise Risk..., Finance, Operations Management, Strategy, Business Planning, Business Strategy, Leadership, Management, Management Consulting, Program Management, Project Management, Software Documentation, Training
Education
Rutgers University – Camden 2011 — 2015
Bachelor of Arts (BA), Religion/Religious Studies
Center for Creative Leadership 2008 — 2008
Leadership Development Program (LDP)
Nova Southeastern University 1997 — 1999
MBA, Business Administration
Kaplan University 2009 — 2010
BS, Accounting - Emphasis in Auditing/Forensic Accountancy
University of Delaware 1985 — 1991
BA, History
Alexis I. duPont High School 1983 — 1985
Salesianum High School 1981 — 1983
M & T Bank / Wilmington Trust March 2015 - Present
Hudson-Ethics Consulting LLC June 2009 - Present
Rutgers, The State University of New Jersey December 2009 - March 2015
Stanford Financial Group Global Management, LLC. September 2005 - May 2009
Jefferson Wells / Experis (Management Consulting & Professional Services Firm) April 2004 - September 2005
University of Louisville – Panama August 2003 - April 2004
United Nations Development Programme March 2002 - March 2004
INDEPENDENT MANAGEMENT CONSULTANT August 1999 - February 2002
Citibank July 1996 - July 1999
Wilmington Trust January 1987 - April 1996
Skills
Internal Audit, Risk Management, Internal Controls, Banking, Insurance, Financial Services, Auditing, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Process Improvement, Risk Assessment, Certified Fraud Examiner, Policy, Business Process..., Enterprise Risk..., Finance, Operations Management, Strategy, Business Planning, Business Strategy, Leadership, Management, Management Consulting, Program Management, Project Management, Software Documentation, Training
Education
Rutgers University – Camden 2011 — 2015
Bachelor of Arts (BA), Religion/Religious Studies
Center for Creative Leadership 2008 — 2008
Leadership Development Program (LDP)
Nova Southeastern University 1997 — 1999
MBA, Business Administration
Kaplan University 2009 — 2010
BS, Accounting - Emphasis in Auditing/Forensic Accountancy
University of Delaware 1985 — 1991
BA, History
Alexis I. duPont High School 1983 — 1985
Salesianum High School 1981 — 1983
Jared Grunig's Wilmington Trust Experience October 2008 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust October 2008 - Present
Skills
Leadership, Cross-functional Team..., Analysis, Strategic Planning, Series 63, Business Analysis, Asset Allocation, Financial Modeling, Mutual Funds, Management, Banking, Financial Analysis
Education
North Dakota State University
Bachelor of Arts (B.A.), Business Administration, Finance and Accounting
Wilmington Trust October 2008 - Present
Skills
Leadership, Cross-functional Team..., Analysis, Strategic Planning, Series 63, Business Analysis, Asset Allocation, Financial Modeling, Mutual Funds, Management, Banking, Financial Analysis
Education
North Dakota State University
Bachelor of Arts (B.A.), Business Administration, Finance and Accounting
Michelle Ravert, VP's Wilmington Trust Experience January 2014 - Present
Job at
Industry Financial Services
Experience
Wilmington Trust January 2014 - Present
Wilmington Trust Company March 2013 - Present
Wilmington Trust Company September 2011 - March 2013
Wilmington Trust Co October 2010 - September 2011
Wilmington Trust June 2006 - October 2010
Wilmington Trust May 1999 - June 2006
Wilmington Trust Co August 1996 - May 1999
Skills
Process Improvement, Leadership, Business Analysis, Financial Services, Risk Management, Portfolio Management, SDLC, Vendor Management, Asset Managment, PMO, Banking, Fixed Income, Requirements Analysis, Project Management, Business Process, Asset Management, Business Process..., Software Documentation
Education
Penn State University 1990 — 1992
Chemical Engineering
Delaware Technical Community College
Wilmington Trust January 2014 - Present
Wilmington Trust Company March 2013 - Present
Wilmington Trust Company September 2011 - March 2013
Wilmington Trust Co October 2010 - September 2011
Wilmington Trust June 2006 - October 2010
Wilmington Trust May 1999 - June 2006
Wilmington Trust Co August 1996 - May 1999
Skills
Process Improvement, Leadership, Business Analysis, Financial Services, Risk Management, Portfolio Management, SDLC, Vendor Management, Asset Managment, PMO, Banking, Fixed Income, Requirements Analysis, Project Management, Business Process, Asset Management, Business Process..., Software Documentation
Education
Penn State University 1990 — 1992
Chemical Engineering
Delaware Technical Community College
Dave Martz's Wilmington Trust Experience December 2006 - December 2011
Job Business and Planning Manager 3 at Wilmington Trust (M&T Bank)
Industry Information Technology and Services
Experience
Wilmington Trust (M&T Bank) November 2014 - Present
M&T Bank October 2013 - October 2014
Barclay Card US June 2013 - August 2013
Chase Card (JP Morgan Chase) November 2012 - April 2013
M&T Bank January 2012 - June 2012
Wilmington Trust December 2006 - December 2011
Pay By Touch September 2005 - May 2006
County of Chester June 2002 - September 2005
Skills
Project Management, Software Project..., Microsoft Office, Disaster Recovery, SDLC, PMO, Vendor Management, Business Analysis, IT Management, Change Management, Visio, Program Management, Active Directory, Process Improvement, ITIL, Integration, Enterprise Architecture, Project Portfolio..., Leadership, Management, IT Strategy, IT Service Management, Information Technology
Education
Grand Rapids Baptist Seminary 1992 — 1995
Course work completed, Christian Education
Penn State University 1977 — 1982
Bachelor Science, Computer Science
Wilmington Trust (M&T Bank) November 2014 - Present
M&T Bank October 2013 - October 2014
Barclay Card US June 2013 - August 2013
Chase Card (JP Morgan Chase) November 2012 - April 2013
M&T Bank January 2012 - June 2012
Wilmington Trust December 2006 - December 2011
Pay By Touch September 2005 - May 2006
County of Chester June 2002 - September 2005
Skills
Project Management, Software Project..., Microsoft Office, Disaster Recovery, SDLC, PMO, Vendor Management, Business Analysis, IT Management, Change Management, Visio, Program Management, Active Directory, Process Improvement, ITIL, Integration, Enterprise Architecture, Project Portfolio..., Leadership, Management, IT Strategy, IT Service Management, Information Technology
Education
Grand Rapids Baptist Seminary 1992 — 1995
Course work completed, Christian Education
Penn State University 1977 — 1982
Bachelor Science, Computer Science
Tom Finney's Wilmington Trust Experience January 2002 - April 2010
Job Senior Vice President & Market Director at US Trust
Industry Banking
Experience
US Trust April 2010 - Present
Wilmington Trust January 2002 - April 2010
SunTrust Bank May 1995 - January 2002
Education
The Johns Hopkins University - Carey Business School 1992 — 1994
Masters, Finance
Ohio Wesleyan University 1981 — 1985
BA, Geography & Environmental Science
US Trust April 2010 - Present
Wilmington Trust January 2002 - April 2010
SunTrust Bank May 1995 - January 2002
Education
The Johns Hopkins University - Carey Business School 1992 — 1994
Masters, Finance
Ohio Wesleyan University 1981 — 1985
BA, Geography & Environmental Science
Anthony Norman, MBA's Wilmington Trust Experience April 2001 - October 2002
Job Operations Process Analyst at LGFCU | Local Government Federal Credit Union
Industry Accounting
Experience
LGFCU Local Government Federal Credit Union December 2014 - Present
LGFCU Local Government Federal Credit Union June 2014 - Present
LGFCU Local Government Federal Credit Union March 2013 - June 2014
The Cotton Exchange August 2010 - June 2012
Blue Cross Blue Shield of Delaware May 2009 - July 2010
Blue Cross Blue Shield of Delaware February 2006 - May 2009
JP Morgan Chase & Co, Investment Management October 2003 - January 2006
Wilmington Trust April 2001 - October 2002
IBM - NHD Division January 1999 - May 1999
Skills
Accounting, Access, General Ledger, Forecasting, Microsoft Excel, Variance Analysis, Financial Statements, Invoicing, SAP, Analysis, Microsoft Word, Journal Entries, PowerPoint, Customer Service, PeopleSoft, Management, Account Reconciliation, Corporate Finance, Process Improvement, Financial Reporting, GAAP, Auditing, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Financial Analysis
Education
Wilmington University 2008 — 2009
MBA, Management Information Systems
North Carolina State University 1994 — 2000
Bachelor's of Science, Science Business Management, finance
North Carolina State University - College of Management 1994 — 2000
Bachelor's of Science, Accounting
LGFCU Local Government Federal Credit Union December 2014 - Present
LGFCU Local Government Federal Credit Union June 2014 - Present
LGFCU Local Government Federal Credit Union March 2013 - June 2014
The Cotton Exchange August 2010 - June 2012
Blue Cross Blue Shield of Delaware May 2009 - July 2010
Blue Cross Blue Shield of Delaware February 2006 - May 2009
JP Morgan Chase & Co, Investment Management October 2003 - January 2006
Wilmington Trust April 2001 - October 2002
IBM - NHD Division January 1999 - May 1999
Skills
Accounting, Access, General Ledger, Forecasting, Microsoft Excel, Variance Analysis, Financial Statements, Invoicing, SAP, Analysis, Microsoft Word, Journal Entries, PowerPoint, Customer Service, PeopleSoft, Management, Account Reconciliation, Corporate Finance, Process Improvement, Financial Reporting, GAAP, Auditing, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Financial Analysis
Education
Wilmington University 2008 — 2009
MBA, Management Information Systems
North Carolina State University 1994 — 2000
Bachelor's of Science, Science Business Management, finance
North Carolina State University - College of Management 1994 — 2000
Bachelor's of Science, Accounting
Zach Christie's Wilmington Trust Experience September 2010 - March 2011
Job Sr. Solutions Architect at Towers Watson
Industry Management Consulting
Experience
Towers Watson November 2013 - Present
Towers Watson March 2011 - November 2013
Wilmington Trust September 2010 - March 2011
Towers Perrin February 2003 - September 2010
Intel Corporation April 2000 - October 2002
Booz Allen Hamilton June 1998 - April 2000
Skills
Information Security..., Security, Data Privacy, Privacy Law, Cyberspace Law, IT Strategy, Information Security, Enterprise Architecture, CISSP, Cloud Computing, Disaster Recovery, Vendor Management, Virtualization, Identity Management, Governance
Education
Widener University School of Law 2004 — 2007
JD, Law
Lehigh University 1994 — 1998
BSEE, Electrical Engineering
Towers Watson November 2013 - Present
Towers Watson March 2011 - November 2013
Wilmington Trust September 2010 - March 2011
Towers Perrin February 2003 - September 2010
Intel Corporation April 2000 - October 2002
Booz Allen Hamilton June 1998 - April 2000
Skills
Information Security..., Security, Data Privacy, Privacy Law, Cyberspace Law, IT Strategy, Information Security, Enterprise Architecture, CISSP, Cloud Computing, Disaster Recovery, Vendor Management, Virtualization, Identity Management, Governance
Education
Widener University School of Law 2004 — 2007
JD, Law
Lehigh University 1994 — 1998
BSEE, Electrical Engineering
Andrew Roynestad's Wilmington Trust Experience March 2012 - Present
Job Project Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2012 - Present
Wilmington Trust November 2009 - March 2012
Charles Schwab March 2009 - August 2009
Wilmington Trust October 2007 - March 2009
Skills
Securities, Risk Management, Portfolio Management, Investments, Bloomberg, Asset Management, Strategic Planning, Mutual Funds, Leadership, Financial Analysis, Equities, Financial Services, Banking, Alternative Investments
Education
Ohio Wesleyan University 1999 — 2003
BA, Economics, Pre-Law
Wilmington Trust March 2012 - Present
Wilmington Trust November 2009 - March 2012
Charles Schwab March 2009 - August 2009
Wilmington Trust October 2007 - March 2009
Skills
Securities, Risk Management, Portfolio Management, Investments, Bloomberg, Asset Management, Strategic Planning, Mutual Funds, Leadership, Financial Analysis, Equities, Financial Services, Banking, Alternative Investments
Education
Ohio Wesleyan University 1999 — 2003
BA, Economics, Pre-Law
Theodore Prushinski's Wilmington Trust Experience March 2003 - August 2004
Job Commercial Market Executive at Citizens Bank
Industry Banking
Experience
Citizens Bank August 2004 - Present
Wilmington Trust March 2003 - August 2004
PNC Bank January 1995 - March 2003
Skills
Credit Risk, Relationship Management, Finance, Due Diligence, Sales Management, Strategic Planning, New Business Development, Cash Flow, Business Strategy, Negotiation, Middle Market, Strategic Financial...
Education
King's College
BS, Marketing
Wilkes University
MBA, Finance/Management Science
Citizens Bank August 2004 - Present
Wilmington Trust March 2003 - August 2004
PNC Bank January 1995 - March 2003
Skills
Credit Risk, Relationship Management, Finance, Due Diligence, Sales Management, Strategic Planning, New Business Development, Cash Flow, Business Strategy, Negotiation, Middle Market, Strategic Financial...
Education
King's College
BS, Marketing
Wilkes University
MBA, Finance/Management Science
Kristin Schillinger's Wilmington Trust Experience July 2008 - Present
Job Relationship Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust July 2008 - Present
Wells Fargo January 2007 - July 2008
Skills
Banking, Relationship Management, Capital Markets, Risk Management, Financial Services, Portfolio Management, Financial Analysis, Loans, Securities, Finance, Credit, Investments, Corporate Finance
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Business Administration and Management
Wilmington Trust July 2008 - Present
Wells Fargo January 2007 - July 2008
Skills
Banking, Relationship Management, Capital Markets, Risk Management, Financial Services, Portfolio Management, Financial Analysis, Loans, Securities, Finance, Credit, Investments, Corporate Finance
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Business Administration and Management
William Mackintosh's Wilmington Trust Experience Sr. Programmer/AnalystFiduciary Trust Company InternationalMarch 1986 - August 2001
Job Sr. Business & Applications Analyst at Wilmington Trust
Industry Banking
Experience
Wilmington Trust Sr. Programmer/AnalystFiduciary Trust Company InternationalMarch 1986 - August 2001
Skills
Business Analysis, Production Support, Requirements Gathering, Visio, Requirements Analysis, User Acceptance Testing, SDLC, Crystal Reports, Business Requirements, SharePoint, Software Project..., Software Implementation, Software Documentation, Disaster Recovery, Systems Analysis
Education
Pace University - Lubin School of Business 1982 — 1985
BBA, Information Systems
Wilmington Trust Sr. Programmer/AnalystFiduciary Trust Company InternationalMarch 1986 - August 2001
Skills
Business Analysis, Production Support, Requirements Gathering, Visio, Requirements Analysis, User Acceptance Testing, SDLC, Crystal Reports, Business Requirements, SharePoint, Software Project..., Software Implementation, Software Documentation, Disaster Recovery, Systems Analysis
Education
Pace University - Lubin School of Business 1982 — 1985
BBA, Information Systems
Caryn Winterdal's Wilmington Trust Experience March 1998 - January 2000
Job Executive Assistant/Research Coordinator/Operations
Industry Financial Services
Experience
WorldQuant LLC April 2015 - Present
Elm Ridge Management April 2014 - November 2014
Alternative Investment Management February 2012 - August 2013
Emerging Sovereign Group December 2010 - September 2011
Tracer Capital October 2003 - February 2010
Merrill Lynch April 2002 - October 2003
Merrill Lynch March 2001 - April 2002
Brown Brothers Harriman January 2000 - March 2001
Wilmington Trust March 1998 - January 2000
Education
Manhattan College 1997 — 1999
MBA, Finance, General
LeMoyne College 1991 — 1995
Bachelor of Science (BS), Marketing
WorldQuant LLC April 2015 - Present
Elm Ridge Management April 2014 - November 2014
Alternative Investment Management February 2012 - August 2013
Emerging Sovereign Group December 2010 - September 2011
Tracer Capital October 2003 - February 2010
Merrill Lynch April 2002 - October 2003
Merrill Lynch March 2001 - April 2002
Brown Brothers Harriman January 2000 - March 2001
Wilmington Trust March 1998 - January 2000
Education
Manhattan College 1997 — 1999
MBA, Finance, General
LeMoyne College 1991 — 1995
Bachelor of Science (BS), Marketing
Deborah Owens, CTFA's Wilmington Trust Experience March 2012 - Present
Job Vice President, Sr. Private Client Advisor Wilmington Trust, NA
Industry Financial Services
Experience
Wilmington Trust March 2012 - Present
Wilmington Trust FSB June 2006 - February 2012
Wilmington Trust June 2003 - May 2006
Wilmington Trust October 1993 - June 2003
Greenberg Traurig, LLP October 1990 - October 1993
Gunster Yoakley Criser & Stewart PA July 1980 - October 1990
Skills
Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Loans, CTFA
Education
Forest Hill High School
Palm Beach Community College
Wilmington Trust March 2012 - Present
Wilmington Trust FSB June 2006 - February 2012
Wilmington Trust June 2003 - May 2006
Wilmington Trust October 1993 - June 2003
Greenberg Traurig, LLP October 1990 - October 1993
Gunster Yoakley Criser & Stewart PA July 1980 - October 1990
Skills
Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Loans, CTFA
Education
Forest Hill High School
Palm Beach Community College
Brian Schoenle's Wilmington Trust Experience 1999 - 2003
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors 2013 - 2014
UBS Wealth Management 2007 - 2009
Merrill Lynch Private Bank & Investment Group 2006 - 2007
Wilmington Trust 1999 - 2003
Skills
Wealth Management, Asset Managment, Sales, Executive Coaching, Territory Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Portfolio Management, Securities, Retirement, Equities, Investment Strategies, Strategic Financial..., Asset Management, Investment Management, Finance
Education
Minnesota State University, Mankato 1982 — 1985
EJ Cooper Sr. High
Minnesota State University, Mankato
University of Minnesota-Twin Cities
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors 2013 - 2014
UBS Wealth Management 2007 - 2009
Merrill Lynch Private Bank & Investment Group 2006 - 2007
Wilmington Trust 1999 - 2003
Skills
Wealth Management, Asset Managment, Sales, Executive Coaching, Territory Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Portfolio Management, Securities, Retirement, Equities, Investment Strategies, Strategic Financial..., Asset Management, Investment Management, Finance
Education
Minnesota State University, Mankato 1982 — 1985
EJ Cooper Sr. High
Minnesota State University, Mankato
University of Minnesota-Twin Cities
Phil Di Clemente's Wilmington Trust Experience May 2007 - May 2008
Job Senior Fund Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services September 2013 - Present
Fesnak and Associates, LLP December 2010 - May 2013
Daniel A. Winters & Company, CPAs November 2008 - December 2010
Wilmington Trust May 2007 - May 2008
Linebarger Goggan Blair & Sampson, LLP December 2004 - January 2008
Skills
Auditing, Due Diligence, Financial Reporting, GAAP, Internal Controls, Tax, Financial Analysis, Corporate Tax, Accounting, General Ledger, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Assurance, US GAAP, Income Tax, Tax Research, Tax Returns, Forensic Accounting, Partnership Taxation, Business Valuation
Education
La Salle University 2013 — 2015
Master of Business Administration (MBA)
West Chester University of Pennsylvania 2004 — 2008
B.S., Accounting
Wissahickon High School
Citco Fund Services September 2013 - Present
Fesnak and Associates, LLP December 2010 - May 2013
Daniel A. Winters & Company, CPAs November 2008 - December 2010
Wilmington Trust May 2007 - May 2008
Linebarger Goggan Blair & Sampson, LLP December 2004 - January 2008
Skills
Auditing, Due Diligence, Financial Reporting, GAAP, Internal Controls, Tax, Financial Analysis, Corporate Tax, Accounting, General Ledger, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Assurance, US GAAP, Income Tax, Tax Research, Tax Returns, Forensic Accounting, Partnership Taxation, Business Valuation
Education
La Salle University 2013 — 2015
Master of Business Administration (MBA)
West Chester University of Pennsylvania 2004 — 2008
B.S., Accounting
Wissahickon High School
La'Kel Chester's Wilmington Trust Experience October 2011 - March 2015
Job Financial Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2011 - March 2015
BNY Mellon September 2008 - January 2012
NATIONAL FINANCIAL(FIDELITY INVESTEMENTS) December 2006 - September 2008
inVentiv Health October 2006 - November 2006
Skills
Account Reconciliation, Accounting, Finance, Fixed Income, Financial Analysis, Mutual Funds, Bloomberg, Financial Services, Equities
Education
Monmouth University 2000 — 2004
BS, Accounting and Finance
Wilmington Trust October 2011 - March 2015
BNY Mellon September 2008 - January 2012
NATIONAL FINANCIAL(FIDELITY INVESTEMENTS) December 2006 - September 2008
inVentiv Health October 2006 - November 2006
Skills
Account Reconciliation, Accounting, Finance, Fixed Income, Financial Analysis, Mutual Funds, Bloomberg, Financial Services, Equities
Education
Monmouth University 2000 — 2004
BS, Accounting and Finance
Vernessa Robinson's Wilmington Trust Experience May 2005 - Present
Job Corporate Client Associate at Wilmington Trust
Industry Banking
Experience
Wilmington Trust May 2005 - Present
Education
Morgan State University 1976 — 1980
Bachelor’s Degree, Elementary Education and Teaching
Wilmington Trust May 2005 - Present
Education
Morgan State University 1976 — 1980
Bachelor’s Degree, Elementary Education and Teaching
Kathryn Dorse's Wilmington Trust Experience July 2013 - May 2014
Job Logistic Analyst/Certified Personal Trainer
Industry Automotive
Experience
Kate Dorse Fitness May 2015 - Present
Continental September 2014 - Present
Continental May 2014 - September 2014
Wilmington Trust July 2013 - May 2014
Michigan Bucks USL Premier Development League- Minor League Soccer May 2012 - August 2012
Michigan State University August 2008 - May 2012
Skills
Management, Leadership, Human Resources, Marketing Strategy, Sales, Employee Relations, Social Networking, Advertising, Process Improvement, Business Planning, Organizational..., Brand Awareness, Access, PowerPoint, Project Planning, Social Media, Microsoft Excel, Sports Management, Ticket Sales, Communication, Project Management, Microsoft Office, Microsoft Word, Outlook, Data Entry, SAP
Education
Michigan State University 2008 — 2012
Bachelor of Science in Kinesiology and Exercise Science, Concentrations- Busiess Administration and Communication
Lake Orion High School 2004 — 2008
Kate Dorse Fitness May 2015 - Present
Continental September 2014 - Present
Continental May 2014 - September 2014
Wilmington Trust July 2013 - May 2014
Michigan Bucks USL Premier Development League- Minor League Soccer May 2012 - August 2012
Michigan State University August 2008 - May 2012
Skills
Management, Leadership, Human Resources, Marketing Strategy, Sales, Employee Relations, Social Networking, Advertising, Process Improvement, Business Planning, Organizational..., Brand Awareness, Access, PowerPoint, Project Planning, Social Media, Microsoft Excel, Sports Management, Ticket Sales, Communication, Project Management, Microsoft Office, Microsoft Word, Outlook, Data Entry, SAP
Education
Michigan State University 2008 — 2012
Bachelor of Science in Kinesiology and Exercise Science, Concentrations- Busiess Administration and Communication
Lake Orion High School 2004 — 2008
Edward Leo's Wilmington Trust Experience 1999 - 2008
Job Vice President & Relationship Manager @ Reliance Trust Company of Delaware
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2014 - Present
Charles Schwab January 2012 - September 2014
The Advisory Trust Company of Delaware January 2008 - 2012
Wilmington Trust 1999 - 2008
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth, Estate Planning, Asset Allocation, Portfolio Management, Trust Services, Banking, Investment Advisory, Asset Management, Investments, Wealth Management...
Education
Penn State University 1992 — 1998
Bachelors, Computer Science
Reliance Trust Company an FIS Company September 2014 - Present
Charles Schwab January 2012 - September 2014
The Advisory Trust Company of Delaware January 2008 - 2012
Wilmington Trust 1999 - 2008
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth, Estate Planning, Asset Allocation, Portfolio Management, Trust Services, Banking, Investment Advisory, Asset Management, Investments, Wealth Management...
Education
Penn State University 1992 — 1998
Bachelors, Computer Science
Patrick Trainor's Wilmington Trust Experience June 2011 - Present
Job Senior Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust June 2011 - Present
Wells Fargo Bank 1995 - 2010
Ryland Mortgage Company 1992 - 1995
Maryland National Bank 1986 - 1992
Ernst & Young 1981 - 1984
Skills
Commercial Banking, Strategic Planning, Mergers, Sales Management, Securities, Banking, Mortgage Banking, Due Diligence, New Business Development, Finance, Cash Management, Executive Management, Leadership, Budgets, Mergers & Acquisitions, Financial Analysis, Management
Education
Loyola University Maryland 1977 — 1981
BA, Accounting
Wilmington Trust June 2011 - Present
Wells Fargo Bank 1995 - 2010
Ryland Mortgage Company 1992 - 1995
Maryland National Bank 1986 - 1992
Ernst & Young 1981 - 1984
Skills
Commercial Banking, Strategic Planning, Mergers, Sales Management, Securities, Banking, Mortgage Banking, Due Diligence, New Business Development, Finance, Cash Management, Executive Management, Leadership, Budgets, Mergers & Acquisitions, Financial Analysis, Management
Education
Loyola University Maryland 1977 — 1981
BA, Accounting
Kristen Baxter's Wilmington Trust Experience May 2006 - December 2007
Job Vice President, Global Wealth Management Operations Tax at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan June 2010 - February 2012
JPMorgan Chase July 2008 - June 2010
Wilmington Trust May 2006 - December 2007
Education
Widener University 2012 — 2016
Master's Degree, Taxation and Financial Planning
Widener University 2010 — 2012
Certificate, Taxation
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
J.P. Morgan February 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan June 2010 - February 2012
JPMorgan Chase July 2008 - June 2010
Wilmington Trust May 2006 - December 2007
Education
Widener University 2012 — 2016
Master's Degree, Taxation and Financial Planning
Widener University 2010 — 2012
Certificate, Taxation
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Christy Watson's Wilmington Trust Experience 1997 - 2004
Job Relationship Management Consultant at BB&T Retirement & Institutional Services
Industry Financial Services
Experience
BB&T Retirement & Institutional Services 2010 - Present
The Hartford 2007 - 2010
Pension Planning Solutions 2006 - 2007
The Newport Group 2005 - 2006
OneAmerica Financial Partners Inc. 2004 - 2005
Wilmington Trust 1997 - 2004
Skills
Retirement, 401k, Series 65, Relationship Management, Sales, Management, Customer Service, Leadership Development, Team Building, Process Improvement, Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Financial Advisory
Education
Indiana State University - School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Insurance
BB&T Retirement & Institutional Services 2010 - Present
The Hartford 2007 - 2010
Pension Planning Solutions 2006 - 2007
The Newport Group 2005 - 2006
OneAmerica Financial Partners Inc. 2004 - 2005
Wilmington Trust 1997 - 2004
Skills
Retirement, 401k, Series 65, Relationship Management, Sales, Management, Customer Service, Leadership Development, Team Building, Process Improvement, Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Financial Advisory
Education
Indiana State University - School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Insurance
Scott Rothenberger's Wilmington Trust Experience 2004 - 2006
Job Manager Risk Management at Fulton Financial Corporation
Industry Banking
Experience
Fulton Financial Corporation 2014 - Present
Wells Fargo 2013 - 2013
ConvaTec, Inc 2006 - 2013
ConvaTec International Services, GmbH 2011 - 2012
Bristol-Myers Squibb 2006 - 2008
Wilmington Trust 2004 - 2006
Jefferson, Urian, Doane & Sterner, PA 2002 - 2004
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, Financial Risk, Banking, Enterprise Risk..., Finance, GRC, IFRS, Technical Writing
Education
Lebanon Valley College
Bachelor's degree, Accounting
Fulton Financial Corporation 2014 - Present
Wells Fargo 2013 - 2013
ConvaTec, Inc 2006 - 2013
ConvaTec International Services, GmbH 2011 - 2012
Bristol-Myers Squibb 2006 - 2008
Wilmington Trust 2004 - 2006
Jefferson, Urian, Doane & Sterner, PA 2002 - 2004
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, Financial Risk, Banking, Enterprise Risk..., Finance, GRC, IFRS, Technical Writing
Education
Lebanon Valley College
Bachelor's degree, Accounting
Donald Zeman's Wilmington Trust Experience December 2014 - Present
Job Bank Officer at Wilmington Trust
Industry Law Practice
Experience
Wilmington Trust December 2014 - Present
TJX May 2012 - December 2014
The Pennsylvania Innocence Project January 2014 - July 2014
Villanova University May 2011 - August 2011
Air Products and Chemicals January 2011 - May 2011
Guardian Life Insurance Company of America - Central Ohio Agency 2011 - 2011
Kutztown University 2009 - 2011
Kutztown University January 2010 - May 2010
Skills
Public Speaking, Legal Research, Legal Documents, Legal Drafting, Westlaw, LexisNexis, Federal and State..., Tobacco Law, Education, Rulemaking, Agency Law, Sales Contracts, Federal Contracts, Legal Policy, Presentation Design, Complex Analysis, Education Reform, Supervising, Microsoft Applications, Scheduling Management, Typing, Communication, Presentations, Speech Writing
Education
Villanova Law School 2011 — 2014
Juris Doctor, Law
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Public Administration with Paralegal Studies
Wilmington Trust December 2014 - Present
TJX May 2012 - December 2014
The Pennsylvania Innocence Project January 2014 - July 2014
Villanova University May 2011 - August 2011
Air Products and Chemicals January 2011 - May 2011
Guardian Life Insurance Company of America - Central Ohio Agency 2011 - 2011
Kutztown University 2009 - 2011
Kutztown University January 2010 - May 2010
Skills
Public Speaking, Legal Research, Legal Documents, Legal Drafting, Westlaw, LexisNexis, Federal and State..., Tobacco Law, Education, Rulemaking, Agency Law, Sales Contracts, Federal Contracts, Legal Policy, Presentation Design, Complex Analysis, Education Reform, Supervising, Microsoft Applications, Scheduling Management, Typing, Communication, Presentations, Speech Writing
Education
Villanova Law School 2011 — 2014
Juris Doctor, Law
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Public Administration with Paralegal Studies
Barbara Leatherbury's Wilmington Trust Experience May 2010 - Present
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust May 2010 - Present
Wilmington Trust May 2010 - Present
Wilmington Trust April 2007 - May 2010
Wilmington Trust April 2007 - May 2010
Wilmington Trust January 2004 - April 2007
Wilmington Trust January 2004 - April 2007
MetLife May 2001 - January 2004
MetLife Resources May 2001 - January 2004
First Union National Bank November 1999 - May 2001
Nationwide Insurance Company January 1996 - May 1999
Skills
Organization, Detailed Organization, Well-developed..., Financial Services, Investments, Finance, Insurance, Banking, Mutual Funds, Management, Loans, Sales, Retirement, Life Insurance, Fixed Annuities, Financial Advisory, Accounting, Call Centers, Pensions, Disability Insurance, Selling, IRAs, Policy
Education
Cannon Financial Institute
Morgan State University
Bachelors of Science, Sociology
Wilmington College
MBA, Business Administration and Management, General
Wilmington University
Masters Degree, Business Administration
Wilmington Trust May 2010 - Present
Wilmington Trust May 2010 - Present
Wilmington Trust April 2007 - May 2010
Wilmington Trust April 2007 - May 2010
Wilmington Trust January 2004 - April 2007
Wilmington Trust January 2004 - April 2007
MetLife May 2001 - January 2004
MetLife Resources May 2001 - January 2004
First Union National Bank November 1999 - May 2001
Nationwide Insurance Company January 1996 - May 1999
Skills
Organization, Detailed Organization, Well-developed..., Financial Services, Investments, Finance, Insurance, Banking, Mutual Funds, Management, Loans, Sales, Retirement, Life Insurance, Fixed Annuities, Financial Advisory, Accounting, Call Centers, Pensions, Disability Insurance, Selling, IRAs, Policy
Education
Cannon Financial Institute
Morgan State University
Bachelors of Science, Sociology
Wilmington College
MBA, Business Administration and Management, General
Wilmington University
Masters Degree, Business Administration
Frank Julian's Wilmington Trust Experience December 2000 - May 2005
Job Director of Finance/Controller at Catholic Diocese of Wilmington, Catholic Charities, Inc.
Industry Religious Institutions
Experience
Catholic Diocese of Wilmington May 2005 - Present
Wilmington Trust December 2000 - May 2005
Skills
Financial Management, Non-profit..., Strategic Planning, Planning Budgeting &..., Business Technology, Church Administration, Social Services, Advisory Boards, Proactive and decisive..., Musician, Entrepreneurship, worship leader
Education
Mount St. Mary's University
Salesianum
Salesianum
Catholic Diocese of Wilmington May 2005 - Present
Wilmington Trust December 2000 - May 2005
Skills
Financial Management, Non-profit..., Strategic Planning, Planning Budgeting &..., Business Technology, Church Administration, Social Services, Advisory Boards, Proactive and decisive..., Musician, Entrepreneurship, worship leader
Education
Mount St. Mary's University
Salesianum
Salesianum
Adam Kruger's Wilmington Trust Experience February 2006 - September 2011
Job
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY