Wilmington Trust
Industry: Company
DescriptionWilmington Trust is one of the top 10 largest US institutions by fiduciary assets. Wilmington Trust is currently a provider of international corporate and institutional services, investment management, and private banking, and is renowned for its prestigious brand and services. Headquarters: Wilmington, Delaware, United States Parent organization: M&T Bank Founder: T. Coleman du Pont Founded: 8 July 1903 Number of employees: 2,672 Subsidiaries: WILMINGTON TRUST CO, M&T Bank Corporation,
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Wilmington Trust Employees
Employee
Years
Job
Industry
Elizabeth Malan Elizabeth Malan's Wilmington Trust Experience August 2010 - February 2011
Job Attorney at AgFirst Farm Credit Bank
Industry Banking
Experience
AgFirst Farm Credit Bank February 2011 - Present
Wilmington Trust August 2010 - February 2011
MDA Lending Solutions August 2004 - August 2010
Walsh, Monzack and Monaco, PA January 2003 - August 2004
First USA October 1998 - December 2002
Skills
Corporate Governance, Risk Management, Banking, Loans, Credit, Corporate Law, Credit Risk, Compliance, Consumer Lending, Commercial Mortgages, Mortgage Lending, Commercial Lending, Commercial Banking, Structured Finance, Insurance
Education
Widener University School of Law 2001 — 2005
Doctor of Law (JD)
Royal Holloway, University of London 1997 — 1998
Master of Arts (MA), Medieval and Renaissance Studies
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), European History
AgFirst Farm Credit Bank February 2011 - Present
Wilmington Trust August 2010 - February 2011
MDA Lending Solutions August 2004 - August 2010
Walsh, Monzack and Monaco, PA January 2003 - August 2004
First USA October 1998 - December 2002
Skills
Corporate Governance, Risk Management, Banking, Loans, Credit, Corporate Law, Credit Risk, Compliance, Consumer Lending, Commercial Mortgages, Mortgage Lending, Commercial Lending, Commercial Banking, Structured Finance, Insurance
Education
Widener University School of Law 2001 — 2005
Doctor of Law (JD)
Royal Holloway, University of London 1997 — 1998
Master of Arts (MA), Medieval and Renaissance Studies
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), European History
Matthew R. Kahn Matthew R. Kahn's Wilmington Trust Experience March 2006 - August 2014
Job Managing Partner, Operations & Manufacturing
Industry Packaging and Containers
Experience
The Rock Link, Inc. May 2014 - Present
Wilmington Trust March 2006 - August 2014
The Rock Link, Inc November 2007 - May 2014
Private Family Office September 2000 - March 2006
Morgan Stanley March 2000 - September 2000
BNP Paribas March 1997 - March 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Sales, Management, CRM, Social Media, PowerPoint, Project Management, Marketing Strategy, Product Development
Education
State University of New York College at Plattsburgh 1993 — 1996
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
The Rock Link, Inc. May 2014 - Present
Wilmington Trust March 2006 - August 2014
The Rock Link, Inc November 2007 - May 2014
Private Family Office September 2000 - March 2006
Morgan Stanley March 2000 - September 2000
BNP Paribas March 1997 - March 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Sales, Management, CRM, Social Media, PowerPoint, Project Management, Marketing Strategy, Product Development
Education
State University of New York College at Plattsburgh 1993 — 1996
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Elizabeth Moroz Elizabeth Moroz's Wilmington Trust Experience March 1999 - May 2000
Job Executive Assistant at Moroz Consulting
Industry
Experience
Moroz Consulting January 2012 - Present
Hill City Chop House September 2001 - December 2005
Wakita Capital June 2000 - September 2001
Wilmington Trust March 1999 - May 2000
Education
Virginia Commonwealth University 2000 — 2004
Bachelor of Science (B.S.), Mathematics and Spanish Minor, Cum Laude
St. Mary's University 1996 — 1998
Mathematics
Moroz Consulting January 2012 - Present
Hill City Chop House September 2001 - December 2005
Wakita Capital June 2000 - September 2001
Wilmington Trust March 1999 - May 2000
Education
Virginia Commonwealth University 2000 — 2004
Bachelor of Science (B.S.), Mathematics and Spanish Minor, Cum Laude
St. Mary's University 1996 — 1998
Mathematics
Jeffery Hearne Jeffery Hearne's Wilmington Trust Experience March 2001 - April 2008
Job Sr. Systems Administrator at WSFS Bank
Industry Banking
Experience
WSFS Bank April 2008 - Present
Wilmington Trust March 2001 - April 2008
AstraZeneca August 1997 - September 2001
Skills
SQL Tools, Crystal Reports, XML Tools, HTML, ITIL, IT Service Management, ITSM Application..., Technical Training, Process Development, Incident Management, Change Management, Inventory Management, Vendor Management, Service Management
Education
Thomas McKean H.S. 1976 — 2008
High School, Electrical/Electronics Maintenance and Repair Technology
Spartan College of Aeronautics and Technology 1980 — 1982
AS of Applied Sciences, Avionics Maintenance Technology/Technician
WSFS Bank April 2008 - Present
Wilmington Trust March 2001 - April 2008
AstraZeneca August 1997 - September 2001
Skills
SQL Tools, Crystal Reports, XML Tools, HTML, ITIL, IT Service Management, ITSM Application..., Technical Training, Process Development, Incident Management, Change Management, Inventory Management, Vendor Management, Service Management
Education
Thomas McKean H.S. 1976 — 2008
High School, Electrical/Electronics Maintenance and Repair Technology
Spartan College of Aeronautics and Technology 1980 — 1982
AS of Applied Sciences, Avionics Maintenance Technology/Technician
Mark Devine Mark Devine's Wilmington Trust Experience August 1979 - June 1996
Job Chief Financial Officer at Swift MD
Industry Accounting
Experience
Swift MD April 2014 - Present
ACS International July 2008 - April 2014
PA Consulting Group September 2006 - June 2007
CorePROFIT Solutions January 2000 - July 2006
PMG Systems June 1996 - December 1999
Wilmington Trust August 1979 - June 1996
Skills
Financial Analysis, Management Consulting, Acquisition Integration, Shared Services, Restructuring, Internal Controls, Managerial Finance, Financial Reporting
Education
Temple University 1971 — 1974
Bachelor of Business Administration
Cardinal O'Hara High School
Swift MD April 2014 - Present
ACS International July 2008 - April 2014
PA Consulting Group September 2006 - June 2007
CorePROFIT Solutions January 2000 - July 2006
PMG Systems June 1996 - December 1999
Wilmington Trust August 1979 - June 1996
Skills
Financial Analysis, Management Consulting, Acquisition Integration, Shared Services, Restructuring, Internal Controls, Managerial Finance, Financial Reporting
Education
Temple University 1971 — 1974
Bachelor of Business Administration
Cardinal O'Hara High School
Bill Cunnion Bill Cunnion's Wilmington Trust Experience June 1993 - Present
Job VP Wealth Application Development
Industry Financial Services
Experience
Wilmington Trust June 1993 - Present
Merrill Lynch March 1991 - June 1993
Micro Marketing International January 1981 - March 1991
Skills
Banking, Risk Management, Loans, Mutual Funds, Portfolio Management, Wealth Management, Securities, Investments, Series 7, Asset Management, Commercial Banking, Financial Services, Fixed Income, Series 63
Education
Shippensburg University of Pennsylvania 1975 — 1979
BSBA, Marketing
FINRA
FINRA Series 7, 24, 27, 53, 63, 65
Wilmington Trust June 1993 - Present
Merrill Lynch March 1991 - June 1993
Micro Marketing International January 1981 - March 1991
Skills
Banking, Risk Management, Loans, Mutual Funds, Portfolio Management, Wealth Management, Securities, Investments, Series 7, Asset Management, Commercial Banking, Financial Services, Fixed Income, Series 63
Education
Shippensburg University of Pennsylvania 1975 — 1979
BSBA, Marketing
FINRA
FINRA Series 7, 24, 27, 53, 63, 65
Aruna K. Pappu, Esq. Aruna K. Pappu, Esq.'s Wilmington Trust Experience July 2010 - October 2012
Job Seeking a new position in Trust, Estate and Fiduciary Management in the Philadelphia, PA area.
Industry Financial Services
Experience
PNC Wealth Management October 2012 - August 2013
Wilmington Trust July 2010 - October 2012
J.P. Morgan September 2007 - December 2009
Skills
Provide Fiduciary..., Comprehensive..., Proven team player. ..., Financial Advisory, Financial Services, Management, CRM, Tax, Training, Finance, Portfolio Management, High Net Worth..., Fiduciary, Wealth Management, Wealth, Estate Planning, Financial Planners, Securities, Financial Planning
Education
Temple University - James E. Beasley School of Law 2003 — 2005
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1989 — 1993
Doctor of Law (J.D.), Taxation
PNC Wealth Management October 2012 - August 2013
Wilmington Trust July 2010 - October 2012
J.P. Morgan September 2007 - December 2009
Skills
Provide Fiduciary..., Comprehensive..., Proven team player. ..., Financial Advisory, Financial Services, Management, CRM, Tax, Training, Finance, Portfolio Management, High Net Worth..., Fiduciary, Wealth Management, Wealth, Estate Planning, Financial Planners, Securities, Financial Planning
Education
Temple University - James E. Beasley School of Law 2003 — 2005
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1989 — 1993
Doctor of Law (J.D.), Taxation
Ed McLaughlin Ed McLaughlin's Wilmington Trust Experience September 1999 - September 2011
Job Business Engagement Consultant Information Systems at AmeriHealth Caritas
Industry Financial Services
Experience
AmeriHealth Caritas January 2014 - Present
Unisys September 2012 - January 2014
Unisys January 2012 - September 2012
Wilmington Trust September 1999 - September 2011
De Lage Landen March 1997 - May 1999
PMA Insurance Group March 1987 - February 1997
Skills
Business Analysis, Business Process, Compliance, Continuous Improvement, Contract Management, Contract Negotiations, Cross-functional Team..., Culture Change, Organizational Change, Problem Solving, Process Engineering, Process Improvement, Project Portfolio..., Strategic Leadership, Strategic Planning, Re-engineering, Risk Management, Vendor Management, Strategy, Information Technology, Integration, Project Management, Executive Management, Enterprise Architecture, Portfolio Management, Consulting, IT Service Management, Change Management, PMO, SDLC, Contract Negotiation, Management Consulting, Requirements Gathering, IT Management, Analysis, Governance, Program Management, Banking, CRM, Leadership, Outsourcing, Business Process..., Procurement, Sla, IT Strategy, Financial Services, Management, PMP, Budgets, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2002
EMBA, Business Administration w/ International focus
Widener University 1983 — 1986
BS, Business Management
Monsignor Bonner High School 1975 — 1979
AmeriHealth Caritas January 2014 - Present
Unisys September 2012 - January 2014
Unisys January 2012 - September 2012
Wilmington Trust September 1999 - September 2011
De Lage Landen March 1997 - May 1999
PMA Insurance Group March 1987 - February 1997
Skills
Business Analysis, Business Process, Compliance, Continuous Improvement, Contract Management, Contract Negotiations, Cross-functional Team..., Culture Change, Organizational Change, Problem Solving, Process Engineering, Process Improvement, Project Portfolio..., Strategic Leadership, Strategic Planning, Re-engineering, Risk Management, Vendor Management, Strategy, Information Technology, Integration, Project Management, Executive Management, Enterprise Architecture, Portfolio Management, Consulting, IT Service Management, Change Management, PMO, SDLC, Contract Negotiation, Management Consulting, Requirements Gathering, IT Management, Analysis, Governance, Program Management, Banking, CRM, Leadership, Outsourcing, Business Process..., Procurement, Sla, IT Strategy, Financial Services, Management, PMP, Budgets, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2002
EMBA, Business Administration w/ International focus
Widener University 1983 — 1986
BS, Business Management
Monsignor Bonner High School 1975 — 1979
Martha Becker Martha Becker's Wilmington Trust Experience January 1989 - May 1996
Job Bank Manager
Industry Banking
Experience
Fulton Bank October 2011 - September 2015
The Bryn Mawr Trust Company May 2007 - October 2011
Wells Fargo June 2002 - May 2007
Bank of America March 2000 - June 2002
Wilmington Trust January 1989 - May 1996
Skills
Loans, Commercial Banking, Banking, Finance, Cash Management, Investments, Small Business Lending, Customer Service, Credit, Commercial Lending, Wealth Management, Branch Banking, Residential Mortgages, Management, Sales, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Leadership, Cross Selling, Small Business, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Financial Services, Refinance, Sales Management, Series 6, Business Relationship...
Education
Penn State University
Bachelor of Science (BS), Finance and Financial Management Services
Fulton Bank October 2011 - September 2015
The Bryn Mawr Trust Company May 2007 - October 2011
Wells Fargo June 2002 - May 2007
Bank of America March 2000 - June 2002
Wilmington Trust January 1989 - May 1996
Skills
Loans, Commercial Banking, Banking, Finance, Cash Management, Investments, Small Business Lending, Customer Service, Credit, Commercial Lending, Wealth Management, Branch Banking, Residential Mortgages, Management, Sales, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Leadership, Cross Selling, Small Business, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Financial Services, Refinance, Sales Management, Series 6, Business Relationship...
Education
Penn State University
Bachelor of Science (BS), Finance and Financial Management Services
Alec Jule Alec Jule's Wilmington Trust Experience June 2015 - Present
Job Clerical Intern at Wilmington Trust
Industry Marketing and Advertising
Experience
Wilmington Trust June 2015 - Present
Corporation Service Company June 2014 - August 2014
Primo Hoagies January 2011 - December 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Temple University - Fox School of Business and Management 2012 — 2016
Marketing
Unionville High School 2008 — 2012
Wilmington Trust June 2015 - Present
Corporation Service Company June 2014 - August 2014
Primo Hoagies January 2011 - December 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Temple University - Fox School of Business and Management 2012 — 2016
Marketing
Unionville High School 2008 — 2012
Christopher Edge Christopher Edge's Wilmington Trust Experience February 2015 - Present
Job Corporate Capital Markets Relationship Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust February 2015 - Present
1st Mariner Bank December 2012 - February 2015
AXA Equitable April 2012 - November 2012
Skills
Credit, Loans, Mortgage Lending, Loan Origination, FHA, Mortgage Banking, Refinance, Residential Mortgages, Credit Analysis, FHA financing, USDA, VA loans, FHA Financing, Reverse Mortgages, Financial Analysis, Public Speaking
Education
St. Mary's College of Maryland 2008 — 2011
Bachelor of Arts (B.A.), Economics
St. Andrew's School 2003 — 2007
Wilmington Trust February 2015 - Present
1st Mariner Bank December 2012 - February 2015
AXA Equitable April 2012 - November 2012
Skills
Credit, Loans, Mortgage Lending, Loan Origination, FHA, Mortgage Banking, Refinance, Residential Mortgages, Credit Analysis, FHA financing, USDA, VA loans, FHA Financing, Reverse Mortgages, Financial Analysis, Public Speaking
Education
St. Mary's College of Maryland 2008 — 2011
Bachelor of Arts (B.A.), Economics
St. Andrew's School 2003 — 2007
Kerrie Weir Kerrie Weir's Wilmington Trust Experience October 2012 - Present
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2012 - Present
Halvorson Design Partnership, Inc. July 2011 - October 2012
Burlington City Arts September 2009 - December 2009
Skills
Accounting, Management, Editing, Proposal Writing, Data Analysis, Research, Marketing, Social Media, Event Management, Event Planning, Microsoft Office, Microsoft Excel, InDesign, Photoshop, Photography, Adobe Premiere Pro, Adobe InDesign, Adaptability, Highly detail oriented, Well Travelled
Education
Cannon Financial Institute 2015 — 2015
Part I- CTFA Certified
Cannon Financial Institute 2014 — 2014
Trust Fundamentals
Saint Michael's College 2007 — 2011
Bachelor's Degree, Business Administration, Art, Cum Laude
Lorenzo De Medici 2010 — 2010
Studio Art, Museum Studies, International Art Business
Algonquin Regional High School 2003 — 2007
Wilmington Trust October 2012 - Present
Halvorson Design Partnership, Inc. July 2011 - October 2012
Burlington City Arts September 2009 - December 2009
Skills
Accounting, Management, Editing, Proposal Writing, Data Analysis, Research, Marketing, Social Media, Event Management, Event Planning, Microsoft Office, Microsoft Excel, InDesign, Photoshop, Photography, Adobe Premiere Pro, Adobe InDesign, Adaptability, Highly detail oriented, Well Travelled
Education
Cannon Financial Institute 2015 — 2015
Part I- CTFA Certified
Cannon Financial Institute 2014 — 2014
Trust Fundamentals
Saint Michael's College 2007 — 2011
Bachelor's Degree, Business Administration, Art, Cum Laude
Lorenzo De Medici 2010 — 2010
Studio Art, Museum Studies, International Art Business
Algonquin Regional High School 2003 — 2007
Jacqueline Bartlebaugh Jacqueline Bartlebaugh's Wilmington Trust Experience July 2013 - Present
Job Wealth & Institutional Services, AVP, ICS Fee Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2013 - Present
Wilmington Trust March 2010 - July 2013
Wilmington Trust February 2007 - March 2010
Wilmington Trust January 2006 - February 2007
Wilmington Trust December 2004 - January 2006
Delmarva Power/Atlantic Electric July 1987 - March 2004
Skills
Banking, Financial Accounting, Microsoft Excel, Process Management, Cash Management, Account Reconciliation, AML, Mutual Funds, Risk Management, Accounting, Accounting Applications, Financial Analysis, Internal Audit, General Ledger, Securities
Education
Salem Community College 2000 — 2003
Accounting
Katherine Gibbs School Philadelphia 1984 — 1985
Certified Graduate, Advanced Secretarial/Accounting/Legal
Pennsville Memorial High School 1981 — 1984
General, Accounting/Computers/Shorthand
Wilmington Trust July 2013 - Present
Wilmington Trust March 2010 - July 2013
Wilmington Trust February 2007 - March 2010
Wilmington Trust January 2006 - February 2007
Wilmington Trust December 2004 - January 2006
Delmarva Power/Atlantic Electric July 1987 - March 2004
Skills
Banking, Financial Accounting, Microsoft Excel, Process Management, Cash Management, Account Reconciliation, AML, Mutual Funds, Risk Management, Accounting, Accounting Applications, Financial Analysis, Internal Audit, General Ledger, Securities
Education
Salem Community College 2000 — 2003
Accounting
Katherine Gibbs School Philadelphia 1984 — 1985
Certified Graduate, Advanced Secretarial/Accounting/Legal
Pennsville Memorial High School 1981 — 1984
General, Accounting/Computers/Shorthand
Jennifer Etheridge Jennifer Etheridge's Wilmington Trust Experience March 2008 - September 2011
Job Treasury Management Sales Consultant at M&T Bank
Industry Financial Services
Experience
M&T Bank December 2012 - Present
M&T Bank August 2010 - December 2012
Wilmington Trust March 2008 - September 2011
PNC September 2007 - March 2008
Mercantile Safe Deposit & Trust June 2004 - September 2007
Citizen's National Bank October 2001 - June 2004
Skills
Treasury Management, Sales, Customer Service, Banking, Loans, Commercial Banking, Relationship Management, Retail Banking, Portfolio Management, Cross Selling
Education
Salisbury State University 1990 — 1993
Bachelor of Arts (BA), Marketing
M&T Bank December 2012 - Present
M&T Bank August 2010 - December 2012
Wilmington Trust March 2008 - September 2011
PNC September 2007 - March 2008
Mercantile Safe Deposit & Trust June 2004 - September 2007
Citizen's National Bank October 2001 - June 2004
Skills
Treasury Management, Sales, Customer Service, Banking, Loans, Commercial Banking, Relationship Management, Retail Banking, Portfolio Management, Cross Selling
Education
Salisbury State University 1990 — 1993
Bachelor of Arts (BA), Marketing
John Rooks John Rooks's Wilmington Trust Experience 1982 - 1986
Job CEO at J5R Business Services | Management Consulting Firm
Industry Information Technology and Services
Experience
J5R Business Services August 2012 - Present
Computer Aid, Inc.(CAI) October 2001 - October 2012
Decision One June 2001 - October 2001
Towers Perrin April 1997 - March 2001
Oracle April 1996 - April 1997
CoreStates Financial Corporation January 1993 - April 1996
TVSM Publishing January 1992 - January 1993
CSC April 1987 - January 1992
Wilmington Trust 1982 - 1986
Blue Cross Blue Shield of Delaware 1980 - 1982
Skills
Management Consulting, Staff Management, Business Analysis, Organizational Change, Program Management, Practice Management, Outsourcing Management, Project Management, Collaborative Leadership, Business Process..., Profit & Loss Management, Partnership Development, Organizational..., Cross-functional Team..., Application Management, Executive Communications, Organizational Design, Requirements Analysis, Merger Integration, Succession Planning, Best Practices..., Quality Assurance, Metrics, Assessment, Capacity Planning, Team Building, Team Management, Virtual Teams, Contract Management, Managing Expectations, Change Management, Technology Needs..., CRM, Strategy, Budgets, IT Strategy, Project Portfolio..., Vendor Management, Business Transformation, Executive Management, Resource Management, Outsourcing, PMO, Governance, Management, Solution Architecture, Performance Management, Leadership, SaaS, Consulting
Education
University of Delaware - Lerner College of Business and Economics 1984 — 1988
M.B.A., Business Administration
Rutgers University-New Brunswick 1974 — 1978
B.A., Journalism and Communications
J5R Business Services August 2012 - Present
Computer Aid, Inc.(CAI) October 2001 - October 2012
Decision One June 2001 - October 2001
Towers Perrin April 1997 - March 2001
Oracle April 1996 - April 1997
CoreStates Financial Corporation January 1993 - April 1996
TVSM Publishing January 1992 - January 1993
CSC April 1987 - January 1992
Wilmington Trust 1982 - 1986
Blue Cross Blue Shield of Delaware 1980 - 1982
Skills
Management Consulting, Staff Management, Business Analysis, Organizational Change, Program Management, Practice Management, Outsourcing Management, Project Management, Collaborative Leadership, Business Process..., Profit & Loss Management, Partnership Development, Organizational..., Cross-functional Team..., Application Management, Executive Communications, Organizational Design, Requirements Analysis, Merger Integration, Succession Planning, Best Practices..., Quality Assurance, Metrics, Assessment, Capacity Planning, Team Building, Team Management, Virtual Teams, Contract Management, Managing Expectations, Change Management, Technology Needs..., CRM, Strategy, Budgets, IT Strategy, Project Portfolio..., Vendor Management, Business Transformation, Executive Management, Resource Management, Outsourcing, PMO, Governance, Management, Solution Architecture, Performance Management, Leadership, SaaS, Consulting
Education
University of Delaware - Lerner College of Business and Economics 1984 — 1988
M.B.A., Business Administration
Rutgers University-New Brunswick 1974 — 1978
B.A., Journalism and Communications
Danielle Nash Danielle Nash's Wilmington Trust Experience July 2007 - Present
Job WTRIS Unit Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2007 - Present
Fiserv October 2006 - May 2007
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Credit, Investments, Loans, Securities, Wealth Management, Process Improvement, Asset Management, Asset Allocation, Equities, Accounting
Education
Strayer University (VA) 2007 — 2008
VICI Beauty School 1998 — 1999
Certificate, Cosmetology, Barber/Styling, and Nail Instructor
University of Maryland University College
Human Resource Management
Wilmington Trust July 2007 - Present
Fiserv October 2006 - May 2007
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Credit, Investments, Loans, Securities, Wealth Management, Process Improvement, Asset Management, Asset Allocation, Equities, Accounting
Education
Strayer University (VA) 2007 — 2008
VICI Beauty School 1998 — 1999
Certificate, Cosmetology, Barber/Styling, and Nail Instructor
University of Maryland University College
Human Resource Management
Gregory T. Farrell Gregory T. Farrell's Wilmington Trust Experience 2010 - Present
Job Private Client Advisor @ Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust 2010 - Present
University of Rochester 2009 - 2010
US Trust, Bank of America Private Wealth Management 2007 - 2009
Axa Advisors, LLC 2004 - 2007
ConAgra Foods 1985 - 2005
Farm Credit Services of America 1982 - 1985
Wells Fargo Financial 1981 - 1982
Skills
Financial Advisory, Creative Writing, Estate Planning, Financial Planning, Financial Management, Wealth Management, Investments, Employee Benefits, Strategic Financial..., Managerial Finance, Finance
Education
Saint Bonaventure University 1977 — 1981
B.S. Economics, Finance
Morris Catholic
Morris Catholic
Wilmington Trust 2010 - Present
University of Rochester 2009 - 2010
US Trust, Bank of America Private Wealth Management 2007 - 2009
Axa Advisors, LLC 2004 - 2007
ConAgra Foods 1985 - 2005
Farm Credit Services of America 1982 - 1985
Wells Fargo Financial 1981 - 1982
Skills
Financial Advisory, Creative Writing, Estate Planning, Financial Planning, Financial Management, Wealth Management, Investments, Employee Benefits, Strategic Financial..., Managerial Finance, Finance
Education
Saint Bonaventure University 1977 — 1981
B.S. Economics, Finance
Morris Catholic
Morris Catholic
Laura Cleveland Laura Cleveland's Wilmington Trust Experience 2011 - Present
Job Regional Marketing Director at Wilmington Trust
Industry Marketing and Advertising
Experience
Wilmington Trust 2011 - Present
Skills
Lead Generation, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Public Relations, Marketing Research, Thought Leadership, Marketing Management, Event Management, Messaging, Strategic Planning, Strategy, Media Relations, Social Media Marketing, SEO, Product Marketing, CRM, Marketing, B2B, Advertising, Press Releases
Education
Simmons College - Simmons School of Management 2004 — 2006
MBA
University of Vermont 1991 — 1995
BA
Wilmington Trust 2011 - Present
Skills
Lead Generation, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Public Relations, Marketing Research, Thought Leadership, Marketing Management, Event Management, Messaging, Strategic Planning, Strategy, Media Relations, Social Media Marketing, SEO, Product Marketing, CRM, Marketing, B2B, Advertising, Press Releases
Education
Simmons College - Simmons School of Management 2004 — 2006
MBA
University of Vermont 1991 — 1995
BA
Jackie McLaughlin Jackie McLaughlin's Wilmington Trust Experience August 2000 - December 2005
Job Independent Writing & Editing Professional
Industry Writing and Editing
Experience
Jacqueline McLaughlin Writing February 2006 - Present
Wilmington Trust August 2000 - December 2005
Global Sports Interactive August 1999 - August 2000
QVC, Inc. March 1995 - August 1999
FCB/Tierney November 1994 - March 1995
Skills
Email Marketing, Copywriting, Web Content, Editing, SEO, Social Media, Direct Marketing, Blogging, Content Development, Content Strategy, Newsletters, Advertising, Marketing Communications, Editorial, Publishing
Education
Temple University 1991 — 1995
BA, Journalism (concentration in Advertising)
Jacqueline McLaughlin Writing February 2006 - Present
Wilmington Trust August 2000 - December 2005
Global Sports Interactive August 1999 - August 2000
QVC, Inc. March 1995 - August 1999
FCB/Tierney November 1994 - March 1995
Skills
Email Marketing, Copywriting, Web Content, Editing, SEO, Social Media, Direct Marketing, Blogging, Content Development, Content Strategy, Newsletters, Advertising, Marketing Communications, Editorial, Publishing
Education
Temple University 1991 — 1995
BA, Journalism (concentration in Advertising)
Chris R. Cunningham, CISSP's Wilmington Trust Experience April 2001 - September 2007
Job Director of Information Security at CDI
Industry Computer & Network Security
Experience
CDI October 2012 - Present
De Lage Landen 2007 - October 2012
Wilmington Trust April 2001 - September 2007
Star Systems, Inc (Star ATM Network) August 1998 - April 2001
Autonomous Technologies February 1996 - August 1998
Skills
Security, Risk Management, Physical Security, Compliance, CISSP, Information Security..., IT Governance, SOX, Sarbanes-Oxley Act, Privacy Law, Information Security, Business Continuity, Governance, Risk Assessment, Computer Security, IT Management, Fraud, Security Audits, Disaster Recovery, ISO 27001, ITIL, Identity Management, CISA, PCI DSS, Virtualization, COBIT, Enterprise Architecture, IT Audit, SDLC, Vulnerability Assessment, Network Security, Enterprise Risk..., Integration, Information Technology, Vendor Management
Education
University of Central Florida - College of Business Administration 1991 — 1995
Business, General Business
St. Petersburg College 1986 — 1989
AS, Aviation - Commercial Pilot
CDI October 2012 - Present
De Lage Landen 2007 - October 2012
Wilmington Trust April 2001 - September 2007
Star Systems, Inc (Star ATM Network) August 1998 - April 2001
Autonomous Technologies February 1996 - August 1998
Skills
Security, Risk Management, Physical Security, Compliance, CISSP, Information Security..., IT Governance, SOX, Sarbanes-Oxley Act, Privacy Law, Information Security, Business Continuity, Governance, Risk Assessment, Computer Security, IT Management, Fraud, Security Audits, Disaster Recovery, ISO 27001, ITIL, Identity Management, CISA, PCI DSS, Virtualization, COBIT, Enterprise Architecture, IT Audit, SDLC, Vulnerability Assessment, Network Security, Enterprise Risk..., Integration, Information Technology, Vendor Management
Education
University of Central Florida - College of Business Administration 1991 — 1995
Business, General Business
St. Petersburg College 1986 — 1989
AS, Aviation - Commercial Pilot
Tina Tozour Tina Tozour's Wilmington Trust Experience 1998 - 2002
Job Consultant at CRG Consulting Group, LLC
Industry Banking
Experience
CRG Consulting Group, LLC July 2009 - Present
WSFS Bank 2002 - 2008
Wilmington Trust 1998 - 2002
PSI Global 1993 - 1998
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1989
MBA
Saint Joseph's University 1979 — 1983
CRG Consulting Group, LLC July 2009 - Present
WSFS Bank 2002 - 2008
Wilmington Trust 1998 - 2002
PSI Global 1993 - 1998
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1989
MBA
Saint Joseph's University 1979 — 1983
Laine Alan Laine Alan's Wilmington Trust Experience August 2003 - December 2006
Job Sales Manager at Exton Nissan
Industry Automotive
Experience
Exton Nissan April 2015 - Present
Colonial Auto Group April 2010 - July 2014
Colonial Automotive Group September 2007 - April 2010
Precision Air March 2007 - September 2007
Wilmington Trust August 2003 - December 2006
First Union June 2000 - August 2003
Skills
Sales Management, Automotive, Banking, Customer Relations, Hiring, Inventory Management, Negotiation, Call Center, Business Planning, Strategic Planning, New Business Development, Operations Management, Problem Solving, Customer Service, Change Management, Team Leadership, Business Strategy, Product Development, Account Management, Forecasting, Budgeting, Advertising, Mentoring, Microsoft Office, E-commerce, Business Analysis, Marketing Strategy, SEO, Team Building, Executive Management, Automobile, Management, Vehicles, Strategic Partnerships, Retail, Budgets, Dealer Management, Sales Operations, Automotive Aftermarket, Parts, Sales Process, Sales, Selling, Call Centers, Customer Satisfaction, Customer Retention, Profit, Dealers, Training
Education
Temple University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration
Exton Nissan April 2015 - Present
Colonial Auto Group April 2010 - July 2014
Colonial Automotive Group September 2007 - April 2010
Precision Air March 2007 - September 2007
Wilmington Trust August 2003 - December 2006
First Union June 2000 - August 2003
Skills
Sales Management, Automotive, Banking, Customer Relations, Hiring, Inventory Management, Negotiation, Call Center, Business Planning, Strategic Planning, New Business Development, Operations Management, Problem Solving, Customer Service, Change Management, Team Leadership, Business Strategy, Product Development, Account Management, Forecasting, Budgeting, Advertising, Mentoring, Microsoft Office, E-commerce, Business Analysis, Marketing Strategy, SEO, Team Building, Executive Management, Automobile, Management, Vehicles, Strategic Partnerships, Retail, Budgets, Dealer Management, Sales Operations, Automotive Aftermarket, Parts, Sales Process, Sales, Selling, Call Centers, Customer Satisfaction, Customer Retention, Profit, Dealers, Training
Education
Temple University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration
Rocco Gibaldi Rocco Gibaldi's Wilmington Trust Experience August 2006 - July 2007
Job Experienced Technology Project Manager and Business Analyst specializing in Investment Management
Industry Management Consulting
Experience
The Blackstone Group June 2007 - Present
Metro Solutions Inc June 2005 - Present
ISI Group January 2004 - Present
Elite Technology Consulting December 1998 - Present
Geller & Company November 2011 - July 2012
Jefferies & Company 2007 - 2008
Wilmington Trust August 2006 - July 2007
The Blackstone Group 2005 - 2007
Credit Suisse April 2001 - February 2006
Deutsche Bank September 2000 - April 2001
Skills
Hedge Funds, Banking, Investment Management, Securities, Private Banking, Portfolio Management, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Project Management, Fund Of Funds, Family Office, Investments, Wealth Management, Software Development, Business Process, Business Analysis, Asset Management, Financial Analysis, Mergers & Acquisitions, SDLC, Integration, Fund Accounting, ITIL, Private Equity, Mutual Funds, Derivatives, Alternative Investments, Financial Modeling, Finance, Management, Back Office, Emerging Markets, Equity Trading, Funding, Trading Systems, Trading, PMO, Consulting, Bloomberg, Risk Management, Financial Markets, CRM, IT Strategy, Data Center, Valuation, Enterprise Architecture
Education
Rensselaer Polytechnic Institute 1974 — 1975
MS
St. John's University 1970 — 1974
BS
The Blackstone Group June 2007 - Present
Metro Solutions Inc June 2005 - Present
ISI Group January 2004 - Present
Elite Technology Consulting December 1998 - Present
Geller & Company November 2011 - July 2012
Jefferies & Company 2007 - 2008
Wilmington Trust August 2006 - July 2007
The Blackstone Group 2005 - 2007
Credit Suisse April 2001 - February 2006
Deutsche Bank September 2000 - April 2001
Skills
Hedge Funds, Banking, Investment Management, Securities, Private Banking, Portfolio Management, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Project Management, Fund Of Funds, Family Office, Investments, Wealth Management, Software Development, Business Process, Business Analysis, Asset Management, Financial Analysis, Mergers & Acquisitions, SDLC, Integration, Fund Accounting, ITIL, Private Equity, Mutual Funds, Derivatives, Alternative Investments, Financial Modeling, Finance, Management, Back Office, Emerging Markets, Equity Trading, Funding, Trading Systems, Trading, PMO, Consulting, Bloomberg, Risk Management, Financial Markets, CRM, IT Strategy, Data Center, Valuation, Enterprise Architecture
Education
Rensselaer Polytechnic Institute 1974 — 1975
MS
St. John's University 1970 — 1974
BS
Kevan Baszczewski's Wilmington Trust Experience December 2014 - February 2015
Job
Industry Financial Services
Experience
Wilmington Trust December 2014 - February 2015
BNY Mellon October 2013 - January 2014
BNY Mellon December 2012 - May 2013
TD Bank October 2012 - December 2012
self January 2011 - January 2012
BNP PARIBAS September 2010 - December 2010
Einstein Medical Center Philadelphia August 2010 - September 2010
Complete Investment Management September 2007 - March 2008
Capital Analysts Incorporated June 2007 - September 2007
Hershey December 2003 - January 2006
Skills
Investments, Investment Strategies, Securities, Investment Management, Forecasting, Cash Management, Cashflow Analysis, Portfolio Optimization, Modern Portfolio Theory, Portfolio Assessment, Securities Market, Retirement Planning, Cash Flow Forecasting, Treasury Management, Account Reconciliation, SWIFT payments, Transfer Agency, Product Development, Troubleshooting, Bonds, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Financial Services
Education
Penn State University
B.S., Finance
Wilmington Trust December 2014 - February 2015
BNY Mellon October 2013 - January 2014
BNY Mellon December 2012 - May 2013
TD Bank October 2012 - December 2012
self January 2011 - January 2012
BNP PARIBAS September 2010 - December 2010
Einstein Medical Center Philadelphia August 2010 - September 2010
Complete Investment Management September 2007 - March 2008
Capital Analysts Incorporated June 2007 - September 2007
Hershey December 2003 - January 2006
Skills
Investments, Investment Strategies, Securities, Investment Management, Forecasting, Cash Management, Cashflow Analysis, Portfolio Optimization, Modern Portfolio Theory, Portfolio Assessment, Securities Market, Retirement Planning, Cash Flow Forecasting, Treasury Management, Account Reconciliation, SWIFT payments, Transfer Agency, Product Development, Troubleshooting, Bonds, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Financial Services
Education
Penn State University
B.S., Finance
Shellie Kurek Peters, CFP®'s Wilmington Trust Experience July 2010 - January 2013
Job Senior Advisor & Director of Financial Planning at Bridgewater Wealth & Financial Management
Industry Banking
Experience
Bridgewater Wealth & Financial Management April 2013 - Present
Wilmington Trust July 2010 - January 2013
on Sabbatical April 2009 - July 2010
Deloitte Investment Advisory September 2005 - April 2009
ETFidea, LLC January 2002 - December 2004
RBC Dain Rauscher 2001 - 2002
Prudential Financial 1999 - 2001
Prudential 1994 - 1999
Skills
Plannning, Philanthropy, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Financial Planners, Wealth Management..., Investment Management, Banking, Life Insurance, Wealth Management, Risk Management, High Net Worth..., Estate Tax Planning, Trusts, Family Office, Succession Planning, Asset Protection, Leadership, Investments, Retirement, Mutual Funds, Management, Insurance, Wealth, Financial Services, Securities, Asset Management, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Bonds, Pensions, Series 7, Managerial Finance, Equities
Education
Saint John Fisher College 1989 — 1993
BA, International
Bridgewater Wealth & Financial Management April 2013 - Present
Wilmington Trust July 2010 - January 2013
on Sabbatical April 2009 - July 2010
Deloitte Investment Advisory September 2005 - April 2009
ETFidea, LLC January 2002 - December 2004
RBC Dain Rauscher 2001 - 2002
Prudential Financial 1999 - 2001
Prudential 1994 - 1999
Skills
Plannning, Philanthropy, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Financial Planners, Wealth Management..., Investment Management, Banking, Life Insurance, Wealth Management, Risk Management, High Net Worth..., Estate Tax Planning, Trusts, Family Office, Succession Planning, Asset Protection, Leadership, Investments, Retirement, Mutual Funds, Management, Insurance, Wealth, Financial Services, Securities, Asset Management, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Bonds, Pensions, Series 7, Managerial Finance, Equities
Education
Saint John Fisher College 1989 — 1993
BA, International
Dave Utic Dave Utic's Wilmington Trust Experience August 1993 - May 1999
Job Phone Center Experience Officer at Verve, a Credit Union
Industry Banking
Experience
Verve, a Credit Union February 2014 - Present
Thrivent Financial for Lutherans April 2004 - July 2013
Thrivent Financial Bank January 2002 - April 2004
Thrivent Financial for Lutherans August 1999 - January 2002
Wilmington Trust August 1993 - May 1999
Skills
Customer Service..., Service Desk Management, Call center start-up, Process Improvement, Customer Service, ITIL Certified, ITIL Process..., People Development, Operations Management, Vendor Management, Financial Services, Banking, Requirements Gathering, Insurance, Business Analysis, Business Objects, Reporting & Analysis, Leadership, Call Centers, CRM, Relationship Management, Management, Training, Business Process..., SDLC, Team Leadership
Education
San Jose State University 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of Wisconsin-Whitewater 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Verve, a Credit Union February 2014 - Present
Thrivent Financial for Lutherans April 2004 - July 2013
Thrivent Financial Bank January 2002 - April 2004
Thrivent Financial for Lutherans August 1999 - January 2002
Wilmington Trust August 1993 - May 1999
Skills
Customer Service..., Service Desk Management, Call center start-up, Process Improvement, Customer Service, ITIL Certified, ITIL Process..., People Development, Operations Management, Vendor Management, Financial Services, Banking, Requirements Gathering, Insurance, Business Analysis, Business Objects, Reporting & Analysis, Leadership, Call Centers, CRM, Relationship Management, Management, Training, Business Process..., SDLC, Team Leadership
Education
San Jose State University 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of Wisconsin-Whitewater 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
W. Christopher Kreicker, CFA W. Christopher Kreicker, CFA's Wilmington Trust Experience August 2001 - Present
Job Managing Director at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust August 2001 - Present
Concordia Lutheran Church 2009 - 2013
Concordia Lutheran Church 2009 - 2013
PNC Advisors 1994 - 2001
Dauphin Deposit Bank & Trust (PA) 1991 - 1994
Skills
Private Wealth..., UHNW Investment Policy..., Investment Advisory, Asset Allocation, Wealth Management, Wealth Management..., Investment Policy..., Investments, Derivatives, Estate Planning, Investment Management, Portfolio Management, Alternative Investments, Equities, Asset Management, Investment Strategies, Series 7, Mutual Funds
Education
Penn State University 1993 — 1999
MBA, Business
Valparaiso University 1987 — 1991
BA, Economics
Wilmington Trust August 2001 - Present
Concordia Lutheran Church 2009 - 2013
Concordia Lutheran Church 2009 - 2013
PNC Advisors 1994 - 2001
Dauphin Deposit Bank & Trust (PA) 1991 - 1994
Skills
Private Wealth..., UHNW Investment Policy..., Investment Advisory, Asset Allocation, Wealth Management, Wealth Management..., Investment Policy..., Investments, Derivatives, Estate Planning, Investment Management, Portfolio Management, Alternative Investments, Equities, Asset Management, Investment Strategies, Series 7, Mutual Funds
Education
Penn State University 1993 — 1999
MBA, Business
Valparaiso University 1987 — 1991
BA, Economics
Barry Erb Barry Erb's Wilmington Trust Experience August 1997 - September 2011
Job Wan Engineer at Ingersoll Rand
Industry Information Technology and Services
Experience
Ingersoll Rand March 2014 - Present
CSC January 2012 - Present
21st Century Insurance August 2011 - January 2012
Wilmington Trust August 1997 - September 2011
Unisys August 1983 - August 1996
Skills
Networking, Disaster Recovery, Active Directory, Vendor Management, DNS, Telecommunications, Citrix, Troubleshooting, Windows Server, SDLC, Virtualization, Technical Support, Integration, ITIL, Budgets, WAN, SharePoint, Cisco Technologies, Routers, Data Center, IT Service Management, IT Management, Information Technology, Windows 7, Visio, Enterprise Architecture, Microsoft Certified..., TCP/IP, Unix, Group Policy, vSphere, Business Analysis, VMware ESX, Security, HP, Servers, VMware
Education
Penn State University
West Chester University of Pennsylvania
BS, Computer Science
Ingersoll Rand March 2014 - Present
CSC January 2012 - Present
21st Century Insurance August 2011 - January 2012
Wilmington Trust August 1997 - September 2011
Unisys August 1983 - August 1996
Skills
Networking, Disaster Recovery, Active Directory, Vendor Management, DNS, Telecommunications, Citrix, Troubleshooting, Windows Server, SDLC, Virtualization, Technical Support, Integration, ITIL, Budgets, WAN, SharePoint, Cisco Technologies, Routers, Data Center, IT Service Management, IT Management, Information Technology, Windows 7, Visio, Enterprise Architecture, Microsoft Certified..., TCP/IP, Unix, Group Policy, vSphere, Business Analysis, VMware ESX, Security, HP, Servers, VMware
Education
Penn State University
West Chester University of Pennsylvania
BS, Computer Science
Daniel Fisher Daniel Fisher's Wilmington Trust Experience May 2012 - August 2014
Job CEO Wilmington Trust's European subsidiaries Executive Managing Director/Institutional Client Services
Industry Financial Services
Experience
Wilmington Trust May 2012 - August 2014
Wilmington Trust July 2007 - July 2012
Law Debenture Trust Company of New York June 2002 - July 2007
US Bank 1998 - 2002
Norwest Bank 1997 - 1997
Bank One 1995 - 1997
Chase Manhattan Bank 1989 - 1995
Chemical Bank 1989 - 1989
JP Morgan 1985 - 1989
Spencer Publications 1984 - 1985
Skills
Restructuring, Loans, Capital Markets, Securities, Structured Finance, Banking, Due Diligence, Mergers, Risk Management
Education
Seton Hall University School of Law 1986 — 1991
J.D., Law
Villanova University 1978 — 1982
B.A., English/History
Villanova University 1978 — 1982
BA, English
Wilmington Trust May 2012 - August 2014
Wilmington Trust July 2007 - July 2012
Law Debenture Trust Company of New York June 2002 - July 2007
US Bank 1998 - 2002
Norwest Bank 1997 - 1997
Bank One 1995 - 1997
Chase Manhattan Bank 1989 - 1995
Chemical Bank 1989 - 1989
JP Morgan 1985 - 1989
Spencer Publications 1984 - 1985
Skills
Restructuring, Loans, Capital Markets, Securities, Structured Finance, Banking, Due Diligence, Mergers, Risk Management
Education
Seton Hall University School of Law 1986 — 1991
J.D., Law
Villanova University 1978 — 1982
B.A., English/History
Villanova University 1978 — 1982
BA, English
Jeffrey Petroske, CMFC Jeffrey Petroske, CMFC's Wilmington Trust Experience 2010 - Present
Job Institutional Relationship Manager
Industry Financial Services
Experience
Wilmington Trust 2010 - Present
JPMorgan Chase 1987 - 2009
Skills
Wealth Management, Banking, Portfolio Management, Investment Advisory, Securities, Investment Management, Insurance, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Equities, Financial Services, Asset Management
Education
Roberts Wesleyan College 1984 — 1986
BS, magna cum laude, Mathematics, Physics
Wilmington Trust 2010 - Present
JPMorgan Chase 1987 - 2009
Skills
Wealth Management, Banking, Portfolio Management, Investment Advisory, Securities, Investment Management, Insurance, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Equities, Financial Services, Asset Management
Education
Roberts Wesleyan College 1984 — 1986
BS, magna cum laude, Mathematics, Physics
John DiFelice John DiFelice's Wilmington Trust Experience 2000 - 2000
Job ITPS Wawa, Inc.
Industry Information Technology and Services
Experience
Wawa, Inc. February 2010 - Present
COP DoT November 2009 - February 2010
National Constitution Center January 2004 - May 2009
FleeetBoston Financial January 2000 - January 2004
Wilmington Trust 2000 - 2000
GlaxoSmithKline June 1996 - December 1999
Compucom Systems 1993 - 1996
Vanguard 1990 - 1993
Skills
Integration, Disaster Recovery, Windows Server, Governance, SharePoint, Software Development, Change Management, Security, Data Center, Enterprise Software, Business Process, Project Management, Information Technology, Active Directory, Virtualization, Management, System Administration, Servers, Strategic Planning, Vendor Management, Project Planning, Telecommunications, Team Leadership, Strategy, Storage, IT Management, IT Strategy, Team Management, Budgets, Enterprise Architecture, Program Management, Microsoft Exchange, ITIL, Leadership, IT Operations, Project Portfolio..., Infrastructure, Troubleshooting, Computer Hardware, Networking, Requirements Analysis, Information Security, Network Security, Business Continuity, Visio, Process Improvement, Business Analysis, System Deployment, SDLC, Business Intelligence
Education
Stockton University 1987 — 1991
Wawa, Inc. February 2010 - Present
COP DoT November 2009 - February 2010
National Constitution Center January 2004 - May 2009
FleeetBoston Financial January 2000 - January 2004
Wilmington Trust 2000 - 2000
GlaxoSmithKline June 1996 - December 1999
Compucom Systems 1993 - 1996
Vanguard 1990 - 1993
Skills
Integration, Disaster Recovery, Windows Server, Governance, SharePoint, Software Development, Change Management, Security, Data Center, Enterprise Software, Business Process, Project Management, Information Technology, Active Directory, Virtualization, Management, System Administration, Servers, Strategic Planning, Vendor Management, Project Planning, Telecommunications, Team Leadership, Strategy, Storage, IT Management, IT Strategy, Team Management, Budgets, Enterprise Architecture, Program Management, Microsoft Exchange, ITIL, Leadership, IT Operations, Project Portfolio..., Infrastructure, Troubleshooting, Computer Hardware, Networking, Requirements Analysis, Information Security, Network Security, Business Continuity, Visio, Process Improvement, Business Analysis, System Deployment, SDLC, Business Intelligence
Education
Stockton University 1987 — 1991
Natasha Noras's Wilmington Trust Experience June 2015 - Present
Job Private Client Fiduciary Advisor at Wilmington Trust, N.A.
Industry Financial Services
Experience
Wilmington Trust June 2015 - Present
Weinstein & Randisi February 2012 - June 2015
Legal Assistance of Western New York, Inc. October 2007 - February 2012
Skills
Estate Administration, Trusts, Wills, Elder Law, Powers of Attorney, Estate Planning, Trust Administration, Medicaid Planning, Legal Assistance, Medicaid, Hearings, Legal Research, Estate Law, Legal Writing, Estate Tax Planning, Public Speaking
Education
SUNY Buffalo Law School 2004 — 2007
JD
University at Buffalo 1999 — 2003
BA, Communication
Wilmington Trust June 2015 - Present
Weinstein & Randisi February 2012 - June 2015
Legal Assistance of Western New York, Inc. October 2007 - February 2012
Skills
Estate Administration, Trusts, Wills, Elder Law, Powers of Attorney, Estate Planning, Trust Administration, Medicaid Planning, Legal Assistance, Medicaid, Hearings, Legal Research, Estate Law, Legal Writing, Estate Tax Planning, Public Speaking
Education
SUNY Buffalo Law School 2004 — 2007
JD
University at Buffalo 1999 — 2003
BA, Communication
Amanda Pickrell's Wilmington Trust Experience March 2008 - May 2012
Job in
Industry Medical Practice
Experience
Orthopaedic Associates of Southern Delaware March 2015 - Present
Atlantis Industries Corporation March 2013 - May 2014
Wilmington Trust March 2008 - May 2012
Skills
Injection Molding, ISO, Plastics, Purchasing, Manufacturing, Product Development, Inventory Management, Continuous Improvement, Customer Support
Education
Post University 2014 — 2017
Currently Attending, Human Services, General
Bloomsburg University of Pennsylvania 2004 — 2006
English Language and Literature, General
Orthopaedic Associates of Southern Delaware March 2015 - Present
Atlantis Industries Corporation March 2013 - May 2014
Wilmington Trust March 2008 - May 2012
Skills
Injection Molding, ISO, Plastics, Purchasing, Manufacturing, Product Development, Inventory Management, Continuous Improvement, Customer Support
Education
Post University 2014 — 2017
Currently Attending, Human Services, General
Bloomsburg University of Pennsylvania 2004 — 2006
English Language and Literature, General
Anthony Manerchia Anthony Manerchia's Wilmington Trust Experience 1995 - 2005
Job Senior Vice President at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company November 2012 - Present
First Bank of Delaware October 2009 - November 2012
Sun National Bank August 2005 - October 2009
Wilmington Trust 1995 - 2005
Skills
Credit, Commercial Banking, Banking, Portfolio Management, Investment Banking, Risk Management, Mergers, Management, Loans, Financial Services, Financial Risk, Financial Analysis, Credit Risk, Credit Analysis, Commercial Lending, Cash Management
Education
Wilmington University 1995 — 1999
Bachelor of Science (BS), Finance
Saint Joseph's University 1992 — 1995
3 yrs toward BS degree, Accounting
Archmere Academy 1988 — 1992
The Bryn Mawr Trust Company November 2012 - Present
First Bank of Delaware October 2009 - November 2012
Sun National Bank August 2005 - October 2009
Wilmington Trust 1995 - 2005
Skills
Credit, Commercial Banking, Banking, Portfolio Management, Investment Banking, Risk Management, Mergers, Management, Loans, Financial Services, Financial Risk, Financial Analysis, Credit Risk, Credit Analysis, Commercial Lending, Cash Management
Education
Wilmington University 1995 — 1999
Bachelor of Science (BS), Finance
Saint Joseph's University 1992 — 1995
3 yrs toward BS degree, Accounting
Archmere Academy 1988 — 1992
Matthew Shanfeldt Matthew Shanfeldt's Wilmington Trust Experience May 2013 - August 2013
Job Risk Advisory Services Intern at EY
Industry Accounting
Experience
EY June 2015 - August 2015
Johnson & Johnson January 2014 - July 2014
Wilmington Trust May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Banking, PowerPoint, Access, Accounting, Public Speaking, Fixed Income, Financial Reporting, Time Management, Data Analysis, Analysis, Strategic Financial..., Financial Analysis
Education
Penn State University 2011 — 2016
Master of Accounting (MAcc Program)
Penn State University
EY June 2015 - August 2015
Johnson & Johnson January 2014 - July 2014
Wilmington Trust May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Banking, PowerPoint, Access, Accounting, Public Speaking, Fixed Income, Financial Reporting, Time Management, Data Analysis, Analysis, Strategic Financial..., Financial Analysis
Education
Penn State University 2011 — 2016
Master of Accounting (MAcc Program)
Penn State University
Carol Faragher Carol Faragher's Wilmington Trust Experience May 1987 - March 2012
Job Vice President Global Technology at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Wilmington Trust May 1987 - March 2012
ALICO June 1986 - May 1987
Skills
SDLC, Visio, Vendor Management, Business Analysis, Requirements Gathering, Integration, CRM, SOA, Microsoft SQL Server, Project Management, Software Development, Access, Business Process..., PMO, Crystal Reports, Cross-functional Team..., Databases, Process Improvement, Information Technology, Enterprise Software, Leadership, IT Management, Disaster Recovery, Project Planning, SharePoint, Team Leadership, Software Project..., Team Building, Risk Management, Software Documentation, Program Management, Banking, Business Process Design, Enterprise Architecture, Requirements Analysis, Budgets, MS Project, Strategic Planning, Process Engineering, IT Strategy, ITIL, SQL Server, Change Management, Vendor Relations, Excel, Budgeting, Business Intelligence, Documentation, Process Development, Agile
Education
Wilmington University 1989 — 1991
MBA, Business
Rowan University 1982 — 1986
B.S., Bus Admin\MIS
Pennsville Memorial High School 1979 — 1982
HS Diploma, College Prep
JPMorgan Chase March 2012 - Present
Wilmington Trust May 1987 - March 2012
ALICO June 1986 - May 1987
Skills
SDLC, Visio, Vendor Management, Business Analysis, Requirements Gathering, Integration, CRM, SOA, Microsoft SQL Server, Project Management, Software Development, Access, Business Process..., PMO, Crystal Reports, Cross-functional Team..., Databases, Process Improvement, Information Technology, Enterprise Software, Leadership, IT Management, Disaster Recovery, Project Planning, SharePoint, Team Leadership, Software Project..., Team Building, Risk Management, Software Documentation, Program Management, Banking, Business Process Design, Enterprise Architecture, Requirements Analysis, Budgets, MS Project, Strategic Planning, Process Engineering, IT Strategy, ITIL, SQL Server, Change Management, Vendor Relations, Excel, Budgeting, Business Intelligence, Documentation, Process Development, Agile
Education
Wilmington University 1989 — 1991
MBA, Business
Rowan University 1982 — 1986
B.S., Bus Admin\MIS
Pennsville Memorial High School 1979 — 1982
HS Diploma, College Prep
Eric Motson Eric Motson's Wilmington Trust Experience January 2011 - April 2011
Job VP, Mass Affluent Capabilities & Strategic Initiatives
Industry Financial Services
Experience
TD May 2015 - Present
TD September 2012 - April 2015
TD April 2011 - September 2012
Wilmington Trust January 2011 - April 2011
Scottrade March 2006 - November 2010
Skills
Financial Services, Relationship Management, Financial Analysis, Analysis, Mutual Funds, Business Relationship..., Securities, Risk Management, Account Reconciliation, Data Analysis, Statistics, Risk Analysis, Negotiation, Procedure Development, Project Coordination, Regulatory Requirements, Product Management, Product Lifecycle..., Governance, Strategic Planning, Banking, Insurance, Investments, Leadership, Management
Education
Rowan University 2012 — 2014
Master of Business Administration, Management, Magna Cum Laude
Wilkes University 2003 — 2007
Business Administration, Economics, International Business
TD May 2015 - Present
TD September 2012 - April 2015
TD April 2011 - September 2012
Wilmington Trust January 2011 - April 2011
Scottrade March 2006 - November 2010
Skills
Financial Services, Relationship Management, Financial Analysis, Analysis, Mutual Funds, Business Relationship..., Securities, Risk Management, Account Reconciliation, Data Analysis, Statistics, Risk Analysis, Negotiation, Procedure Development, Project Coordination, Regulatory Requirements, Product Management, Product Lifecycle..., Governance, Strategic Planning, Banking, Insurance, Investments, Leadership, Management
Education
Rowan University 2012 — 2014
Master of Business Administration, Management, Magna Cum Laude
Wilkes University 2003 — 2007
Business Administration, Economics, International Business
Patrick Mangan Patrick Mangan's Wilmington Trust Experience January 2001 - September 2011
Job Financial executive and team leader
Industry Financial Services
Experience
ING DIRECT (Capital One) January 2012 - Present
Wilmington Trust January 2001 - September 2011
Wilmington Trust August 2000 - January 2001
Wilmington Trust June 1999 - July 2000
Wilmington Trust April 1998 - May 1999
Nurses ‘n Kids, Inc. March 1997 - April 1998
Wilmington Trust July 1995 - March 1997
Wilmington Trust January 1994 - June 1995
McBride Shopa & Company, P.A. January 1993 - January 1994
Education
Robert Morris University 1988 — 1992
Bachelor of Science - Business Administration, Accounting / Quantitative Business Analysis
ING DIRECT (Capital One) January 2012 - Present
Wilmington Trust January 2001 - September 2011
Wilmington Trust August 2000 - January 2001
Wilmington Trust June 1999 - July 2000
Wilmington Trust April 1998 - May 1999
Nurses ‘n Kids, Inc. March 1997 - April 1998
Wilmington Trust July 1995 - March 1997
Wilmington Trust January 1994 - June 1995
McBride Shopa & Company, P.A. January 1993 - January 1994
Education
Robert Morris University 1988 — 1992
Bachelor of Science - Business Administration, Accounting / Quantitative Business Analysis
Laura Havranek Laura Havranek's Wilmington Trust Experience November 2013 - Present
Job Group VP at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2013 - Present
Blackbird Consulting Inc. March 2012 - October 2013
UBS Wealth Management August 1999 - March 2012
Warburg Pincus 1998 - 1999
KPMG Peat Marwick 1996 - 1998
Cap Gemini Ernst & Young 1995 - 1996
Skills
Information Technology, Wealth Management, IT Strategy, Trading Systems, Business Alignment, Offshoring, Enterprise Architecture, Electronic Trading, Business Continuity, Project Portfolio..., Governance, Business Process..., IT Management, Financial Services, Business Transformation, Wealth Management..., Vendor Management, Project Management, Market Data, Hedge Funds, Investment Banking, Outsourcing, Banking, Capital Markets, Change Management, Consulting, Data Warehousing, Equities, Financial Risk, Fixed Income
Education
Miami University, Oxford, Ohio
BA, Information Systems
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Information Technology
Wilmington Trust November 2013 - Present
Blackbird Consulting Inc. March 2012 - October 2013
UBS Wealth Management August 1999 - March 2012
Warburg Pincus 1998 - 1999
KPMG Peat Marwick 1996 - 1998
Cap Gemini Ernst & Young 1995 - 1996
Skills
Information Technology, Wealth Management, IT Strategy, Trading Systems, Business Alignment, Offshoring, Enterprise Architecture, Electronic Trading, Business Continuity, Project Portfolio..., Governance, Business Process..., IT Management, Financial Services, Business Transformation, Wealth Management..., Vendor Management, Project Management, Market Data, Hedge Funds, Investment Banking, Outsourcing, Banking, Capital Markets, Change Management, Consulting, Data Warehousing, Equities, Financial Risk, Fixed Income
Education
Miami University, Oxford, Ohio
BA, Information Systems
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Information Technology
Derek Rowley Derek Rowley's Wilmington Trust Experience June 2009 - August 2009
Job Business Development & Private Exchange Strategy at Grand Rounds, Inc.
Industry Health, Wellness and Fitness
Experience
Grand Rounds, Inc. 2015 - Present
McKinsey & Company September 2012 - June 2014
Avva Health March 2010 - June 2012
Pacific Biosciences June 2011 - September 2011
Stanford University September 2010 - March 2011
Wilmington Trust June 2009 - August 2009
Skills
Data Analysis, Program Management, Community Outreach, Analytics, Statistics, Strategy, Research
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2008 — 2012
Bachelor of Arts, Human Biology
The Lovett School 1994 — 2008
Grand Rounds, Inc. 2015 - Present
McKinsey & Company September 2012 - June 2014
Avva Health March 2010 - June 2012
Pacific Biosciences June 2011 - September 2011
Stanford University September 2010 - March 2011
Wilmington Trust June 2009 - August 2009
Skills
Data Analysis, Program Management, Community Outreach, Analytics, Statistics, Strategy, Research
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2008 — 2012
Bachelor of Arts, Human Biology
The Lovett School 1994 — 2008
Stephen Keiser Stephen Keiser's Wilmington Trust Experience 2002 - 2004
Job Vice President, Senior Relationship Manager at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management September 2012 - Present
BNY Mellon May 2008 - September 2012
Wachovia Bank 2004 - 2008
Wilmington Trust 2002 - 2004
Fleet Bank 1993 - 2004
Corestates Bank 1985 - 1993
Skills
Wealth Management, Private Banking, High Net Worth..., Commercial Lending, Portfolio Management, Fixed Income, Equities, Banking, Mutual Funds, Investments, Credit, Securities
Education
Shippensburg University of Pennsylvania 1980 — 1984
Bachelor's of Science, Economics
TD Wealth Management September 2012 - Present
BNY Mellon May 2008 - September 2012
Wachovia Bank 2004 - 2008
Wilmington Trust 2002 - 2004
Fleet Bank 1993 - 2004
Corestates Bank 1985 - 1993
Skills
Wealth Management, Private Banking, High Net Worth..., Commercial Lending, Portfolio Management, Fixed Income, Equities, Banking, Mutual Funds, Investments, Credit, Securities
Education
Shippensburg University of Pennsylvania 1980 — 1984
Bachelor's of Science, Economics
Frank Pingatore IV's Wilmington Trust Experience May 2014 - August 2014
Job Senior Analyst at Orange Value Fund
Industry Investment Banking
Experience
Orange Value Fund April 2014 - Present
M&T Bank May 2015 - Present
Phi Delta Theta Fraternity December 2014 - May 2015
Wilmington Trust May 2014 - August 2014
Syracuse University August 2013 - April 2014
Golf Channel May 2013 - August 2013
OrangeSeeds First Year Leadership Empowerment Program September 2012 - May 2013
Breezeway Cafe September 2012 - January 2013
Skills
Fundraising, Event Planning, Entrepreneurship, Microsoft Excel, Minitab, SPSS, Bloomberg Terminal, Access, Management, Time Management, Social Networking, Teamwork, Investment Banking
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Orange Value Fund April 2014 - Present
M&T Bank May 2015 - Present
Phi Delta Theta Fraternity December 2014 - May 2015
Wilmington Trust May 2014 - August 2014
Syracuse University August 2013 - April 2014
Golf Channel May 2013 - August 2013
OrangeSeeds First Year Leadership Empowerment Program September 2012 - May 2013
Breezeway Cafe September 2012 - January 2013
Skills
Fundraising, Event Planning, Entrepreneurship, Microsoft Excel, Minitab, SPSS, Bloomberg Terminal, Access, Management, Time Management, Social Networking, Teamwork, Investment Banking
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Luis Iraheta Luis Iraheta's Wilmington Trust Experience July 2008 - Present
Job Assistant Vice President, Private Banker at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2008 - Present
M&T Bank June 2006 - July 2008
Skills
Commercial Lending, Small Business Lending, Wealth Management, Commercial Banking, Loans, Credit, Consumer Lending, Bridge Loans, Mortgage Lending, Private Banking, Long-term Customer..., Investments, Securities, High Net Worth..., Underwriting, marine financing
Education
The Citadel 2001 — 2005
Bachelor's Degree
Wilmington Trust July 2008 - Present
M&T Bank June 2006 - July 2008
Skills
Commercial Lending, Small Business Lending, Wealth Management, Commercial Banking, Loans, Credit, Consumer Lending, Bridge Loans, Mortgage Lending, Private Banking, Long-term Customer..., Investments, Securities, High Net Worth..., Underwriting, marine financing
Education
The Citadel 2001 — 2005
Bachelor's Degree
Robert Ericksen Robert Ericksen's Wilmington Trust Experience June 2014 - Present
Job Client Relations Manager II
Industry Financial Services
Experience
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Pam Alexander Pam Alexander's Wilmington Trust Experience 2003 - 2008
Job Director of Client Service at Peachtree Investment Advisors
Industry Investment Management
Experience
Peachtree Investment Advisors December 2008 - Present
Wilmington Trust 2003 - 2008
Education
Rice University 1989 — 1993
BA, English/Sociology
Peachtree Investment Advisors December 2008 - Present
Wilmington Trust 2003 - 2008
Education
Rice University 1989 — 1993
BA, English/Sociology
Dan Monakil Dan Monakil's Wilmington Trust Experience April 2012 - Present
Job Vice President and Regional Manager at Wilmington Trust, N.A., an affiliate of M&T Bank
Industry Financial Services
Experience
Wilmington Trust April 2012 - Present
M&T Bank February 2008 - April 2012
M&T Bank November 2003 - February 2008
Legg Mason November 2000 - October 2003
Wells Fargo March 1999 - November 2000
National City Bank September 1998 - March 1999
First Union National Bank August 1996 - September 1998
Crestar Bank December 1995 - August 1996
NationsBank September 1987 - December 1995
Skills
Securitization, Escrow, Bonds, Trusts, Administration, Structured Finance, Public Finance, Equipment Finance, ABS, MBS, Investments, Bankruptcy, Restructuring, Default, Management, Banking, Finance, Financial Services, Securities, Portfolio Management, Capital Markets, Investment Management, Mergers & Acquisitions
Education
Randolph-Macon College 1983 — 1987
B.A., Political Science
Towson University 2004 — 2009
Accounting
Cannon Financial Institute 1994 — 1997
CCTS, Corporate Trust
Wilmington Trust April 2012 - Present
M&T Bank February 2008 - April 2012
M&T Bank November 2003 - February 2008
Legg Mason November 2000 - October 2003
Wells Fargo March 1999 - November 2000
National City Bank September 1998 - March 1999
First Union National Bank August 1996 - September 1998
Crestar Bank December 1995 - August 1996
NationsBank September 1987 - December 1995
Skills
Securitization, Escrow, Bonds, Trusts, Administration, Structured Finance, Public Finance, Equipment Finance, ABS, MBS, Investments, Bankruptcy, Restructuring, Default, Management, Banking, Finance, Financial Services, Securities, Portfolio Management, Capital Markets, Investment Management, Mergers & Acquisitions
Education
Randolph-Macon College 1983 — 1987
B.A., Political Science
Towson University 2004 — 2009
Accounting
Cannon Financial Institute 1994 — 1997
CCTS, Corporate Trust
Candi Travers's Wilmington Trust Experience June 2006 - Present
Job Corporate Client Associate at Wilmington Trust
Industry Banking
Experience
Wilmington Trust June 2006 - Present
Wilmington Trust March 2004 - June 2006
Skills
Banking, Financial Services, Securities, Portfolio Management, Relationship Management, Wealth Management, Microsoft Excel, Customer Service, Investments, Finance, Asset Managment, Mutual Funds, Mortgage Lending, Risk Management, Bloomberg, Capital Markets, Asset Management, Retail Banking, Loans, Bonds, Fixed Income, Credit, Equities, Series 63
Education
Wilmington University 2006 — 2010
Marketing
San Diego Mesa College 2001 — 2003
Marketing
Wilmington Trust June 2006 - Present
Wilmington Trust March 2004 - June 2006
Skills
Banking, Financial Services, Securities, Portfolio Management, Relationship Management, Wealth Management, Microsoft Excel, Customer Service, Investments, Finance, Asset Managment, Mutual Funds, Mortgage Lending, Risk Management, Bloomberg, Capital Markets, Asset Management, Retail Banking, Loans, Bonds, Fixed Income, Credit, Equities, Series 63
Education
Wilmington University 2006 — 2010
Marketing
San Diego Mesa College 2001 — 2003
Marketing
Barbara Fraboni Barbara Fraboni's Wilmington Trust Experience June 2014 - Present
Job Compliance Specialist
Industry Financial Services
Experience
Wilmington Trust June 2014 - Present
Charles Schwab September 2013 - June 2014
Charles Schwab May 2008 - September 2013
J.P. Morgan October 2005 - May 2008
The Vanguard Group January 2004 - October 2005
ASML November 1997 - August 2003
Skills
Project Planning, E-learning, Investments, Mutual Funds, Series 7, Instructional Design, Web Development, Job Aids, Corporate Communications
Education
State University of New York College at Purchase
Bachelor's degree, Economics
Brown Institute
Certificate, Computer Science, Computer Science
Albuquerque Technical Institute
Certificate, Electronics
Wilmington Trust June 2014 - Present
Charles Schwab September 2013 - June 2014
Charles Schwab May 2008 - September 2013
J.P. Morgan October 2005 - May 2008
The Vanguard Group January 2004 - October 2005
ASML November 1997 - August 2003
Skills
Project Planning, E-learning, Investments, Mutual Funds, Series 7, Instructional Design, Web Development, Job Aids, Corporate Communications
Education
State University of New York College at Purchase
Bachelor's degree, Economics
Brown Institute
Certificate, Computer Science, Computer Science
Albuquerque Technical Institute
Certificate, Electronics
Ray Werkmeister Ray Werkmeister's Wilmington Trust Experience December 2003 - Present
Job Vice President & Division Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust December 2003 - Present
PFPC Global Fund Services, Inc. 1992 - 2003
Skills
Risk Management, Fixed Annuities, Mutual Funds, Banking, Financial Services, Portfolio Management, Investments, Securities, Relationship Management, Loans, CRM, Capital Markets, Project Management, Fixed Income, Asset Management, ETFs, Equities, Wealth Management, Financial Risk, Financial Analysis, Credit
Education
Robert Morris University 1979 — 1985
BS, Finance
University of Pittsburgh 1974 — 1979
Incomplete BS, Accounting
Wilmington Trust December 2003 - Present
PFPC Global Fund Services, Inc. 1992 - 2003
Skills
Risk Management, Fixed Annuities, Mutual Funds, Banking, Financial Services, Portfolio Management, Investments, Securities, Relationship Management, Loans, CRM, Capital Markets, Project Management, Fixed Income, Asset Management, ETFs, Equities, Wealth Management, Financial Risk, Financial Analysis, Credit
Education
Robert Morris University 1979 — 1985
BS, Finance
University of Pittsburgh 1974 — 1979
Incomplete BS, Accounting
Kristen LaDow Kristen LaDow's Wilmington Trust Experience 2004 - 2011
Job Group Manager at M&T Bank
Industry Banking
Experience
M&T Bank 2011 - Present
Wilmington Trust 2004 - 2011
CoreStates/First Union 1983 - 2001
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Credit, Finance, Treasury Management, Asset Based Lending, Portfolio Management, Loan Origination, Credit Risk, Cash Management, Financial Analysis, Financial Structuring, Risk Management
Education
Penn State University 1981 — 1983
MBA, Finance
Universtity of California - San Diego 1977 — 1981
BS, Economics
M&T Bank 2011 - Present
Wilmington Trust 2004 - 2011
CoreStates/First Union 1983 - 2001
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Credit, Finance, Treasury Management, Asset Based Lending, Portfolio Management, Loan Origination, Credit Risk, Cash Management, Financial Analysis, Financial Structuring, Risk Management
Education
Penn State University 1981 — 1983
MBA, Finance
Universtity of California - San Diego 1977 — 1981
BS, Economics
Jim Fisher, MBA's Wilmington Trust Experience December 2006 - Present
Job Managing Director, Sr. Investment Advisor and Team Leader at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust December 2006 - Present
Univest Corp 2001 - 2006
Merrill Lynch 1998 - 2001
The Vanguard Group 1997 - 1998
U.S. Army 1986 - 1997
Skills
Fixed Income, Equities, Investments, Pension and Endowment..., Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Investment Management, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Financial Modeling, Mergers, Investment Advisory, Real Estate, Credit, Financial Services, Loans, Securities, Asset Allocation, Strategic Planning, Finance, Asset Management, Series 7, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
Ursinus College 2005 — 2007
BBA, Finance
University of Maryland University College
AA, Business
Wilmington Trust December 2006 - Present
Univest Corp 2001 - 2006
Merrill Lynch 1998 - 2001
The Vanguard Group 1997 - 1998
U.S. Army 1986 - 1997
Skills
Fixed Income, Equities, Investments, Pension and Endowment..., Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Investment Management, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Financial Modeling, Mergers, Investment Advisory, Real Estate, Credit, Financial Services, Loans, Securities, Asset Allocation, Strategic Planning, Finance, Asset Management, Series 7, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
Ursinus College 2005 — 2007
BBA, Finance
University of Maryland University College
AA, Business
John J. Hurley's Wilmington Trust Experience August 2013 - Present
Job Vice President Head of Wilmington Advisor Solutions Group at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2013 - Present
Wilmington Trust November 2011 - August 2013
Wilmington Trust April 2010 - October 2011
Wilmington Trust August 2009 - March 2010
Shadow Ridge Consulting March 2009 - September 2009
Fidelity Investments June 2008 - March 2009
Fidelity Investments March 2007 - May 2008
Fidelity Investments February 2003 - March 2007
Skills
Strategy, Investments, Mergers & Acquisitions, Financial Services, Business Development, Management, Leadership, Business Planning, Business Strategy, Securities, Financial Analysis, Strategic Planning
Education
Southern Connecticut State University 1982 — 1986
BS, Business Administration-Economics
Wilmington Trust August 2013 - Present
Wilmington Trust November 2011 - August 2013
Wilmington Trust April 2010 - October 2011
Wilmington Trust August 2009 - March 2010
Shadow Ridge Consulting March 2009 - September 2009
Fidelity Investments June 2008 - March 2009
Fidelity Investments March 2007 - May 2008
Fidelity Investments February 2003 - March 2007
Skills
Strategy, Investments, Mergers & Acquisitions, Financial Services, Business Development, Management, Leadership, Business Planning, Business Strategy, Securities, Financial Analysis, Strategic Planning
Education
Southern Connecticut State University 1982 — 1986
BS, Business Administration-Economics
Paul Truitt's Wilmington Trust Experience 2003 - 2004
Job Information Risk Professional and Leader
Industry Computer & Network Security
Experience
SageNet August 2015 - Present
Turnberry Solutions March 2014 - August 2015
Vigilant, Inc. January 2014 - March 2014
Wawa, Inc. 2008 - 2014
Vigilant, LLC November 2011 - 2013
Wawa, Inc. April 2008 - March 2012
SMART Business Advisory and Consulting 2004 - 2007
Wilmington Trust 2003 - 2004
SMART Business Advisory and Consulting 2002 - 2003
Arthur Andersen Business Consulting 2000 - 2002
Skills
CISSP, CISA, CISM, Security Policy..., Ethical Hacking, CEH, Computer Forensics, Disaster Recovery, Business Continuity, Computer Security, Enterprise Architecture, Cross-functional Team..., Firewalls, Leadership, Penetration Testing, Security, Information Security, Cloud Computing
Education
Saint Joseph's University 2012 — 2013
Executive Servant Leadership Certificate, Leadership
Widener University 2009 — 2012
MBA, Master of Business Administration
Salisbury University - Perdue School of Business 1997 — 1999
Bachelor of Science, Management Information Systems
University of Maryland College Park 1994 — 1997
Bachelor of Science, Marketing
SageNet August 2015 - Present
Turnberry Solutions March 2014 - August 2015
Vigilant, Inc. January 2014 - March 2014
Wawa, Inc. 2008 - 2014
Vigilant, LLC November 2011 - 2013
Wawa, Inc. April 2008 - March 2012
SMART Business Advisory and Consulting 2004 - 2007
Wilmington Trust 2003 - 2004
SMART Business Advisory and Consulting 2002 - 2003
Arthur Andersen Business Consulting 2000 - 2002
Skills
CISSP, CISA, CISM, Security Policy..., Ethical Hacking, CEH, Computer Forensics, Disaster Recovery, Business Continuity, Computer Security, Enterprise Architecture, Cross-functional Team..., Firewalls, Leadership, Penetration Testing, Security, Information Security, Cloud Computing
Education
Saint Joseph's University 2012 — 2013
Executive Servant Leadership Certificate, Leadership
Widener University 2009 — 2012
MBA, Master of Business Administration
Salisbury University - Perdue School of Business 1997 — 1999
Bachelor of Science, Management Information Systems
University of Maryland College Park 1994 — 1997
Bachelor of Science, Marketing
Matt Grygiel's Wilmington Trust Experience July 2010 - July 2011
Job Relationship Manager at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2011 - Present
Wilmington Trust July 2010 - July 2011
Prudential Financial June 2009 - January 2011
The Reybold Group May 2008 - July 2008
MJG Services, LLC June 2007 - March 2008
The Reybold Group April 2004 - August 2006
Darden Restaurants March 2006 - July 2006
Skills
Banking, Accounting, Analysis, Investments, Loans, Project Management, Commercial Banking, Cash Management, Strategic Planning, Credit, Portfolio Management, Cash Flow, Management, Financial Analysis
Education
Susquehanna University 2006 — 2010
BS, Finance & Management
M&T Bank July 2011 - Present
Wilmington Trust July 2010 - July 2011
Prudential Financial June 2009 - January 2011
The Reybold Group May 2008 - July 2008
MJG Services, LLC June 2007 - March 2008
The Reybold Group April 2004 - August 2006
Darden Restaurants March 2006 - July 2006
Skills
Banking, Accounting, Analysis, Investments, Loans, Project Management, Commercial Banking, Cash Management, Strategic Planning, Credit, Portfolio Management, Cash Flow, Management, Financial Analysis
Education
Susquehanna University 2006 — 2010
BS, Finance & Management
Bill Langan, CPA's Wilmington Trust Experience July 2007 - Present
Job Vice President, Director at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2007 - Present
Wilmington Trust 2002 - 2006
Wilmington Trust 1997 - 2001
Barbacane Thornton 1995 - 1996
Skills
Accounting, Financial Statements, Management, Corporate Governance, Auditing, General Ledger, Financial Services, Financial Analysis, Banking, Financial Reporting
Education
Saint Joseph's University 1987 — 1991
Wilmington Trust July 2007 - Present
Wilmington Trust 2002 - 2006
Wilmington Trust 1997 - 2001
Barbacane Thornton 1995 - 1996
Skills
Accounting, Financial Statements, Management, Corporate Governance, Auditing, General Ledger, Financial Services, Financial Analysis, Banking, Financial Reporting
Education
Saint Joseph's University 1987 — 1991
Sandra Marcus's Wilmington Trust Experience November 1992 - September 1999
Job Owner, Carol's Hallmark
Industry Retail
Experience
Carol's Hallmark September 1999 - Present
Wilmington Trust November 1992 - September 1999
CSC Partners July 1989 - October 1992
Skills
Customer Service, Retail, Merchandising, Microsoft Office, Social Media, Sales, Photoshop, Marketing, Microsoft Excel, Advertising, Inventory Management, Strategic Planning, Team Building, Public Speaking, Fashion, Graphic Design, Photography, Event Planning, Marketing Strategy, Sales Management, Email Marketing
Education
Pennsylvania State University 1985 — 1989
Bachelor of Science (BS), Marketing
Carol's Hallmark September 1999 - Present
Wilmington Trust November 1992 - September 1999
CSC Partners July 1989 - October 1992
Skills
Customer Service, Retail, Merchandising, Microsoft Office, Social Media, Sales, Photoshop, Marketing, Microsoft Excel, Advertising, Inventory Management, Strategic Planning, Team Building, Public Speaking, Fashion, Graphic Design, Photography, Event Planning, Marketing Strategy, Sales Management, Email Marketing
Education
Pennsylvania State University 1985 — 1989
Bachelor of Science (BS), Marketing
Don McGowan's Wilmington Trust Experience January 1999 - December 2002
Job Technology, Education & Real Estate Venture Creation
Industry Venture Capital & Private Equity
Experience
Pantheon Partners, LLC August 2013 - Present
Escape Velocity Ventures January 2002 - December 2013
Allscripts January 2010 - February 2011
Wilmington Trust January 1999 - December 2002
State Street January 1997 - January 1999
Morgan Stanley January 1995 - January 1997
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Management, Investments, Start-ups, Business Strategy, Analysis, Portfolio Management, Competitive Analysis, Risk Management, Corporate Finance, Management Consulting, Financial Analysis, Investment Banking, Private Equity, Mergers, Business Analysis, Derivatives, Product Development, Salesforce.com, Due Dilligence, Valuation of Public &..., Competitive Intelligence, Acquisition Integration, Quantitative Analytics, Process Engineering, Sales Process, SAS, Problem Solving, New Business Development, Sales & Marketing, Technology Management, Fraud Detection
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy & Healthcare
Stanford University 2004 — 2004
Post Baccalaureate, Consumer Psychology & Strategy
Vanderbilt University 1991 — 1995
B.S., Economics
Baylor School 1987 — 1991
High School
walker school
walker school
Pantheon Partners, LLC August 2013 - Present
Escape Velocity Ventures January 2002 - December 2013
Allscripts January 2010 - February 2011
Wilmington Trust January 1999 - December 2002
State Street January 1997 - January 1999
Morgan Stanley January 1995 - January 1997
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Management, Investments, Start-ups, Business Strategy, Analysis, Portfolio Management, Competitive Analysis, Risk Management, Corporate Finance, Management Consulting, Financial Analysis, Investment Banking, Private Equity, Mergers, Business Analysis, Derivatives, Product Development, Salesforce.com, Due Dilligence, Valuation of Public &..., Competitive Intelligence, Acquisition Integration, Quantitative Analytics, Process Engineering, Sales Process, SAS, Problem Solving, New Business Development, Sales & Marketing, Technology Management, Fraud Detection
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy & Healthcare
Stanford University 2004 — 2004
Post Baccalaureate, Consumer Psychology & Strategy
Vanderbilt University 1991 — 1995
B.S., Economics
Baylor School 1987 — 1991
High School
walker school
walker school
Daniel Liebner's Wilmington Trust Experience June 2009 - August 2009
Job FrontEnd Prototype Developer at CVS Health
Industry Information Technology and Services
Experience
Smack Jeeves Webcomic Hosting June 2005 - Present
CVS Health January 2015 - July 2015
IndieGameStand April 2012 - December 2014
SevOne Inc June 2010 - May 2011
Wilmington Trust June 2009 - August 2009
Produce Marketing Association June 2007 - August 2007
McNeill Designs for Brighter Minds 2006 - 2006
Skills
PHP, JavaScript, MySQL, Databases, CSS, Microsoft SQL Server, Online Marketing, Online Product..., SQL, CMS, SEO
Education
Rowan University 2006 — 2010
Bachelor of Science, Management Information Systems
Rowan University 2006 — 2010
Bachelor of Science (B.S.), Management Information Systems
Smack Jeeves Webcomic Hosting June 2005 - Present
CVS Health January 2015 - July 2015
IndieGameStand April 2012 - December 2014
SevOne Inc June 2010 - May 2011
Wilmington Trust June 2009 - August 2009
Produce Marketing Association June 2007 - August 2007
McNeill Designs for Brighter Minds 2006 - 2006
Skills
PHP, JavaScript, MySQL, Databases, CSS, Microsoft SQL Server, Online Marketing, Online Product..., SQL, CMS, SEO
Education
Rowan University 2006 — 2010
Bachelor of Science, Management Information Systems
Rowan University 2006 — 2010
Bachelor of Science (B.S.), Management Information Systems
William McMahon's Wilmington Trust Experience December 2012 - Present
Job Director, Investment Operations at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust December 2012 - Present
M & T Investment Group January 2001 - December 2012
Skills
Risk Management, Fixed Income, Estate Planning, Mutual Funds, Investment Strategies, Project Management, Investment Management, Financial Services, Series 7, Bloomberg, Asset Managment, Alternative Investments, Investments, Bonds, Capital Markets, Due Diligence, Equities, Securities, Business Analysis, Hedge Funds, Series 63, Derivatives, Relationship Management
Education
St. Francis University 1980 — 1984
Wilmington Trust December 2012 - Present
M & T Investment Group January 2001 - December 2012
Skills
Risk Management, Fixed Income, Estate Planning, Mutual Funds, Investment Strategies, Project Management, Investment Management, Financial Services, Series 7, Bloomberg, Asset Managment, Alternative Investments, Investments, Bonds, Capital Markets, Due Diligence, Equities, Securities, Business Analysis, Hedge Funds, Series 63, Derivatives, Relationship Management
Education
St. Francis University 1980 — 1984
Carl R. Osterlof's Wilmington Trust Experience 1998 - 2000
Job SVP Enterprise Business Development, Financial Services at Cardtronics
Industry Information Technology and Services
Experience
Cardtronics May 2014 - Present
Cardtronics February 2014 - Present
Cardtronics October 2010 - Present
Cardtronics June 2005 - Present
First Data Corp 2003 - 2005
Concord EFS 2001 - 2005
Wilmington Trust 1998 - 2000
Electronic Payment Systems 1994 - 1998
Electronic Payment Services 1994 - 1996
United Jersey Bank 1990 - 1994
Skills
Management, Strategic Partnerships, Relationship Management, Product Management, Business Development, Process Improvement, Financial Services, CRM, Banking, Vendor Management, Enterprise Software, Strategic Planning, Product Development, Executive Management, Debit Cards, Payment Card Processing, Payments, E-commerce, Team Management, Call Centers, Change Management, Mobile Payments, Mobile Banking, Credit Cards, Business Analysis, Sales, Electronic Payments, Retail, Retail Banking, Strategy, Financial Modeling, Sales Management, Risk Management, Contract Negotiation, Payment Systems, Account Management, New Business Development, Financial Analysis, Credit, Team Building
Education
Ramapo College of New Jersey 1980 — 1982
River Dell High School
Cardtronics May 2014 - Present
Cardtronics February 2014 - Present
Cardtronics October 2010 - Present
Cardtronics June 2005 - Present
First Data Corp 2003 - 2005
Concord EFS 2001 - 2005
Wilmington Trust 1998 - 2000
Electronic Payment Systems 1994 - 1998
Electronic Payment Services 1994 - 1996
United Jersey Bank 1990 - 1994
Skills
Management, Strategic Partnerships, Relationship Management, Product Management, Business Development, Process Improvement, Financial Services, CRM, Banking, Vendor Management, Enterprise Software, Strategic Planning, Product Development, Executive Management, Debit Cards, Payment Card Processing, Payments, E-commerce, Team Management, Call Centers, Change Management, Mobile Payments, Mobile Banking, Credit Cards, Business Analysis, Sales, Electronic Payments, Retail, Retail Banking, Strategy, Financial Modeling, Sales Management, Risk Management, Contract Negotiation, Payment Systems, Account Management, New Business Development, Financial Analysis, Credit, Team Building
Education
Ramapo College of New Jersey 1980 — 1982
River Dell High School
Bob Beichner's Wilmington Trust Experience July 1993 - November 1997
Job Insitutional Retirement Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard November 1997 - Present
Wilmington Trust Company, Wilmington, DE 1993 - 1998
Wilmington Trust July 1993 - November 1997
John Hancock Finacial Services 1989 - 1993
Merrill Lynch 1989 - 1989
The Chase Manhattan Bank 1987 - 1989
Skills
Precious Metals, 401k, Relationship Management, Employee Benefits, Series 63, Mutual Funds, Investments, Financial Services, Retirement, Series 7
Education
Penn State University
Pennsylvania State University-Erie Campus
Vanguard November 1997 - Present
Wilmington Trust Company, Wilmington, DE 1993 - 1998
Wilmington Trust July 1993 - November 1997
John Hancock Finacial Services 1989 - 1993
Merrill Lynch 1989 - 1989
The Chase Manhattan Bank 1987 - 1989
Skills
Precious Metals, 401k, Relationship Management, Employee Benefits, Series 63, Mutual Funds, Investments, Financial Services, Retirement, Series 7
Education
Penn State University
Pennsylvania State University-Erie Campus
Edward Proctor, CFA's Wilmington Trust Experience April 2007 - August 2013
Job Investment Associate at LGL Partners
Industry Investment Management
Experience
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Wilmington Trust April 2007 - August 2013
Morgan Stanley DW Inc June 2005 - May 2006
Morgan Stanley DW Inc May 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Monte Carlo Simulation, Portfolio Management, Statistics, Trading, Mutual Funds, Private Equity, Asset Allocation, Alternative Investments, Due Diligence, Investment Strategies, Hedge Funds, Financial Markets, Investment Advisory, Wealth Management, Finance, Fixed Income, Bloomberg
Education
Sewanee-The University of the South 2001 — 2005
BA, Economics
Wilmington Friends School
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Wilmington Trust April 2007 - August 2013
Morgan Stanley DW Inc June 2005 - May 2006
Morgan Stanley DW Inc May 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Monte Carlo Simulation, Portfolio Management, Statistics, Trading, Mutual Funds, Private Equity, Asset Allocation, Alternative Investments, Due Diligence, Investment Strategies, Hedge Funds, Financial Markets, Investment Advisory, Wealth Management, Finance, Fixed Income, Bloomberg
Education
Sewanee-The University of the South 2001 — 2005
BA, Economics
Wilmington Friends School
Jeffrey Daniels , CFA's Wilmington Trust Experience August 2008 - Present
Job Vice Pres./Sr. Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2008 - Present
U S Trust August 2005 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA)
Wilmington Trust August 2008 - Present
U S Trust August 2005 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA)
Allen Hyre's Wilmington Trust Experience June 2005 - September 2008
Job Business Intelligence Application Analyst at ATK
Industry Banking
James Wicks, MBA, CCP, SPHR's Wilmington Trust Experience May 2004 - September 2005
Job Mgr Compensation at The Hershey Company
Industry Food & Beverages
Experience
The Hershey Company September 2005 - Present
Wilmington Trust May 2004 - September 2005
Millennium Chemicals Inc. May 2000 - December 2003
Penn National Insurance June 1995 - May 2000
Education
Southern Illinois University, Carbondale
MBA, Business, Organizational Behavior
The Hershey Company September 2005 - Present
Wilmington Trust May 2004 - September 2005
Millennium Chemicals Inc. May 2000 - December 2003
Penn National Insurance June 1995 - May 2000
Education
Southern Illinois University, Carbondale
MBA, Business, Organizational Behavior
James Jennings, CPA's Wilmington Trust Experience June 2008 - August 2008
Job Senior Internal Auditor at Toll Brothers
Industry Accounting
Experience
Toll Brothers December 2013 - Present
Grant Thornton LLP August 2012 - December 2013
Grant Thornton LLP October 2010 - August 2012
Saint Joseph's University August 2009 - May 2010
Saint Joseph's University August 2008 - May 2010
Wilmington Trust June 2008 - August 2008
Superfresh Foods May 2007 - September 2007
Skills
QuickBooks
Education
Saint Joseph's University 2006 — 2010
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
BS, Accounting
Toll Brothers December 2013 - Present
Grant Thornton LLP August 2012 - December 2013
Grant Thornton LLP October 2010 - August 2012
Saint Joseph's University August 2009 - May 2010
Saint Joseph's University August 2008 - May 2010
Wilmington Trust June 2008 - August 2008
Superfresh Foods May 2007 - September 2007
Skills
QuickBooks
Education
Saint Joseph's University 2006 — 2010
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
BS, Accounting
Paul Bowler's Wilmington Trust Experience August 1997 - June 2008
Job Consultant at Self Employed Consultant and Interim CAE
Industry Banking
Experience
Self Employed Consultant January 2013 - Present
Texas Capital Bank July 2008 - December 2012
Wilmington Trust August 1997 - June 2008
Skills
Internal Audit, Process Improvement, Finance, Strategic Financial..., Operations Management, Risk Management, Financial Risk, Business Analysis
Education
University of Colorado at Denver 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 1964 — 1968
BS, Accounting
Parsipanny High School
Self Employed Consultant January 2013 - Present
Texas Capital Bank July 2008 - December 2012
Wilmington Trust August 1997 - June 2008
Skills
Internal Audit, Process Improvement, Finance, Strategic Financial..., Operations Management, Risk Management, Financial Risk, Business Analysis
Education
University of Colorado at Denver 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 1964 — 1968
BS, Accounting
Parsipanny High School
Debbie Crookham's Wilmington Trust Experience January 2015 - Present
Job at
Industry Security and Investigations
Experience
M&T Bank January 2015 - Present
Wilmington Trust January 2015 - Present
US Government January 2004 - December 2014
Skills
Private Investigations, Homeland Security, Enforcement, Policy, Government, Fraud, Investigation, Criminal Investigations, Policy Analysis, Criminal Justice, Counterintelligence, Evidence, Criminal Law, Public Policy, Counterterrorism, Physical Security, Site Inspections
Education
Penn State University 1994 — 1998
Bachelor's degree, Administration of Justice
M&T Bank January 2015 - Present
Wilmington Trust January 2015 - Present
US Government January 2004 - December 2014
Skills
Private Investigations, Homeland Security, Enforcement, Policy, Government, Fraud, Investigation, Criminal Investigations, Policy Analysis, Criminal Justice, Counterintelligence, Evidence, Criminal Law, Public Policy, Counterterrorism, Physical Security, Site Inspections
Education
Penn State University 1994 — 1998
Bachelor's degree, Administration of Justice
Robin Wulff, MBA's Wilmington Trust Experience April 2000 - May 2006
Job Residential Realtor at Long and Foster Real Estate
Industry Real Estate
Experience
Long and Foster Real Estate November 2014 - Present
ABP Insurance Agency September 2009 - Present
Nelson Realty Group LLC April 2013 - November 2014
LTC Financial Partners September 2011 - April 2012
Northwestern Mutual September 2008 - October 2009
Wachovia May 2006 - August 2007
Wilmington Trust April 2000 - May 2006
Wilmington Trust April 1996 - March 2000
Republic of Singapore Navy 1979 - 1983
Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals
Education
ABA - Institute of Certified Bankers 2002 — 2004
CTFA, Trust & Investments
Portland State University - School of Business 1986 — 1988
MBA, Finance
Washington State University - College of Business and Economics 1983 — 1986
BA, Hotel Restaurant Management
Anglo Chinese School 1971 — 1976
GCE A Levels
Long and Foster Real Estate November 2014 - Present
ABP Insurance Agency September 2009 - Present
Nelson Realty Group LLC April 2013 - November 2014
LTC Financial Partners September 2011 - April 2012
Northwestern Mutual September 2008 - October 2009
Wachovia May 2006 - August 2007
Wilmington Trust April 2000 - May 2006
Wilmington Trust April 1996 - March 2000
Republic of Singapore Navy 1979 - 1983
Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals
Education
ABA - Institute of Certified Bankers 2002 — 2004
CTFA, Trust & Investments
Portland State University - School of Business 1986 — 1988
MBA, Finance
Washington State University - College of Business and Economics 1983 — 1986
BA, Hotel Restaurant Management
Anglo Chinese School 1971 — 1976
GCE A Levels
Randy Vogel, CFA's Wilmington Trust Experience January 1999 - October 2006
Job Director of Taxable Credit Research, Senior Portfolio Manager at Wilmington Trust Investment Advisors
Industry Banking
Experience
Wilmington Trust Investment Advisors May 2008 - Present
PNC Advisors October 2006 - May 2008
Wilmington Trust January 1999 - October 2006
Education
Temple University 1996 — 1998
Master's degree, Business Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wilmington Trust Investment Advisors May 2008 - Present
PNC Advisors October 2006 - May 2008
Wilmington Trust January 1999 - October 2006
Education
Temple University 1996 — 1998
Master's degree, Business Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Finance, General
Mary Alice Avery's Wilmington Trust Experience May 2000 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust May 2000 - Present
Gunnip & Company February 1995 - April 2000
Confab Company/ICD Industries June 1982 - October 1991
Skills
Captives, Corporate Trust, Risk Management, Insurance, Financial Risk, Underwriting, Bonds, Mergers, Securities, Wealth Management, Estate Planning, Corporate Governance
Education
Roanoke College 1978 — 1982
BBA, Business
Archbishop John Carroll HS 1974 — 1978
Wilmington Trust May 2000 - Present
Gunnip & Company February 1995 - April 2000
Confab Company/ICD Industries June 1982 - October 1991
Skills
Captives, Corporate Trust, Risk Management, Insurance, Financial Risk, Underwriting, Bonds, Mergers, Securities, Wealth Management, Estate Planning, Corporate Governance
Education
Roanoke College 1978 — 1982
BBA, Business
Archbishop John Carroll HS 1974 — 1978
Antouman Faal's Wilmington Trust Experience November 2007 - Present
Job Sr Investment Accountan at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2007 - Present
PFPC November 2005 - November 2007
Education
Sacred Heart University
Finance
Wilmington Trust November 2007 - Present
PFPC November 2005 - November 2007
Education
Sacred Heart University
Finance
Kevin Zosulis, CFA's Wilmington Trust Experience September 2015 - Present
Job Managing DirectorSenior Private Client Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2015 - Present
BNY Mellon Wealth Management September 2006 - September 2015
M&T Investment Group August 2003 - September 2006
Evergreen Asset Management September 1995 - August 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.)
University of Delaware 1988 — 1992
Bachelor of Science (B.S.)
Wilmington Trust September 2015 - Present
BNY Mellon Wealth Management September 2006 - September 2015
M&T Investment Group August 2003 - September 2006
Evergreen Asset Management September 1995 - August 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.)
University of Delaware 1988 — 1992
Bachelor of Science (B.S.)
Diane Conway's Wilmington Trust Experience September 2006 - May 2008
Job Board Member at Wellesley Mother's Forum
Industry Investment Management
Experience
Wellesley Hills Junior Women's Club September 2013 - Present
Wellesley Mother's Forum September 2012 - Present
Wellesley Mother's Forum September 2012 - Present
Youth Villages 2013 - 2013
Wilmington Trust September 2006 - May 2008
Ropes & Gray LLP February 2000 - February 2005
Education
Syracuse University
Bachelor's degree
Wellesley Hills Junior Women's Club September 2013 - Present
Wellesley Mother's Forum September 2012 - Present
Wellesley Mother's Forum September 2012 - Present
Youth Villages 2013 - 2013
Wilmington Trust September 2006 - May 2008
Ropes & Gray LLP February 2000 - February 2005
Education
Syracuse University
Bachelor's degree
Kevin Flood, CFP®'s Wilmington Trust Experience March 2013 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2013 - Present
Kerge Realtors October 2002 - Present
US Trust/Bank of America Private Wealth Management May 2005 - March 2013
Mutual of America 1988 - 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Strategy, Real Estate, Alternative Investments, Investment Advisory, Portfolio Management, Fixed Income, Mutual Funds
Education
St. Thomas Aquinas College 1985 — 1988
BS, Finance
Monroe-Woodbury 1980 — 1984
Wilmington Trust March 2013 - Present
Kerge Realtors October 2002 - Present
US Trust/Bank of America Private Wealth Management May 2005 - March 2013
Mutual of America 1988 - 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Strategy, Real Estate, Alternative Investments, Investment Advisory, Portfolio Management, Fixed Income, Mutual Funds
Education
St. Thomas Aquinas College 1985 — 1988
BS, Finance
Monroe-Woodbury 1980 — 1984
Kaydee Holmgren's Wilmington Trust Experience May 2004 - August 2008
Job Team Manager Operations
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2013 - November 2014
Charles Schwab September 2008 - July 2013
Wilmington Trust May 2004 - August 2008
Skills
401k, Asset Management, Cross-functional Team..., Financial Services, Investments, Mutual Funds, Securities, Process Improvement, Financial Analysis
Education
Phoenix College 2006 — 2008
Business, Business, Management, Marketing, and Related Support Services
Charles Schwab December 2014 - Present
Charles Schwab August 2013 - November 2014
Charles Schwab September 2008 - July 2013
Wilmington Trust May 2004 - August 2008
Skills
401k, Asset Management, Cross-functional Team..., Financial Services, Investments, Mutual Funds, Securities, Process Improvement, Financial Analysis
Education
Phoenix College 2006 — 2008
Business, Business, Management, Marketing, and Related Support Services
Robert Sharkey's Wilmington Trust Experience April 2005 - September 2011
Job Christiana Care Health Services Bed Board and Capacity Management
Industry Hospital & Health Care
Experience
Christiana Care Health System March 2014 - July 2015
Wilmington Trust April 2005 - September 2011
Skills
Vendor Management, Process Improvement, Risk Management, Customer Service, Finance, Financial Analysis
Education
Wilmington University 2010 — 2013
MBA, IMS/Accounting
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2002
BS, Management and Information Systems
Christiana Care Health System March 2014 - July 2015
Wilmington Trust April 2005 - September 2011
Skills
Vendor Management, Process Improvement, Risk Management, Customer Service, Finance, Financial Analysis
Education
Wilmington University 2010 — 2013
MBA, IMS/Accounting
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2002
BS, Management and Information Systems
Richard Pagnoni's Wilmington Trust Experience 2010 - 2011
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management 2011 - Present
Wilmington Trust 2010 - 2011
Neuberger Berman 2008 - 2010
Lehman Brothers Asset Management 2006 - 2009
Morgan Stanley Investment Management 1999 - 2006
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Mutual Funds, Portfolio Management
Education
Philadelphia University 1995 — 1998
BS, Finance
JP Morgan Asset Management 2011 - Present
Wilmington Trust 2010 - 2011
Neuberger Berman 2008 - 2010
Lehman Brothers Asset Management 2006 - 2009
Morgan Stanley Investment Management 1999 - 2006
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Mutual Funds, Portfolio Management
Education
Philadelphia University 1995 — 1998
BS, Finance
Henry Celotto, MST's Wilmington Trust Experience 2004 - 2009
Job VP Tax at PHH Corporation
Industry Financial Services
Experience
PHH Corporation 2014 - Present
DLL Financial Services, Inc. 2009 - 2014
Wilmington Trust 2004 - 2009
GMAC Mortgage 1998 - 2004
QVC Inc 1995 - 1998
Himont 1992 - 1994
Maillie, Falconiero & Company, LLP 1988 - 1989
Skills
Tax Accounting, Corporate Tax, International Tax, Tax Research, Transfer Pricing, SEC filings, Sarbanes-Oxley, Income Tax, Accounting, Internal Controls, FIN 48, State Tax, FAS 5, Tax Law, Financial Reporting, Sales Tax, Use Tax, OneSource, Tax, Sarbanes-Oxley Act, Due Diligence, Mergers, GAAP, US Tax, Tax Returns, Process Improvement, Property Tax, US GAAP, Sales & Use Tax, Corporate Tax Planning, Payroll, Project Management, Budgets, Talent Management, Multi Tasking
Education
Philadelphia University 1992 — 1995
MS, Taxation
Saint Joseph's University 1986 — 1988
BS, Accounting
PHH Corporation 2014 - Present
DLL Financial Services, Inc. 2009 - 2014
Wilmington Trust 2004 - 2009
GMAC Mortgage 1998 - 2004
QVC Inc 1995 - 1998
Himont 1992 - 1994
Maillie, Falconiero & Company, LLP 1988 - 1989
Skills
Tax Accounting, Corporate Tax, International Tax, Tax Research, Transfer Pricing, SEC filings, Sarbanes-Oxley, Income Tax, Accounting, Internal Controls, FIN 48, State Tax, FAS 5, Tax Law, Financial Reporting, Sales Tax, Use Tax, OneSource, Tax, Sarbanes-Oxley Act, Due Diligence, Mergers, GAAP, US Tax, Tax Returns, Process Improvement, Property Tax, US GAAP, Sales & Use Tax, Corporate Tax Planning, Payroll, Project Management, Budgets, Talent Management, Multi Tasking
Education
Philadelphia University 1992 — 1995
MS, Taxation
Saint Joseph's University 1986 — 1988
BS, Accounting
Gloria Carlson's Wilmington Trust Experience 1989 - 1993
Job Proven track record of increasing sales and revenues. Domestic and International experience.
Industry Investment Management
Experience
GIA Partners LLC December 2009 - Present
ING Investment Management 2006 - 2009
ING Investment Management 2001 - 2009
WorldInvest [US] 1999 - 2001
Edinburgh Fund Managers plc 1989 - 1998
Wilmington Trust 1989 - 1993
Shearson Lehman Hutton/Boston Safe Deposit and Trust 1987 - 1989
RepublicBank Dallas 1984 - 1987
Education
Southern Methodist University - Cox School of Business 1982 — 1984
BBA, BA, Finance and Economics
GIA Partners LLC December 2009 - Present
ING Investment Management 2006 - 2009
ING Investment Management 2001 - 2009
WorldInvest [US] 1999 - 2001
Edinburgh Fund Managers plc 1989 - 1998
Wilmington Trust 1989 - 1993
Shearson Lehman Hutton/Boston Safe Deposit and Trust 1987 - 1989
RepublicBank Dallas 1984 - 1987
Education
Southern Methodist University - Cox School of Business 1982 — 1984
BBA, BA, Finance and Economics
Deborah Talbert's Wilmington Trust Experience 2005 - 2011
Job Regional Banking Business Line Controller at Wilmington Trust
Industry Banking
Experience
Wilmington Trust 2005 - 2011
Wilmington Trust 1999 - 2005
Wilmington Trust 1995 - 1998
Skills
Commercial Banking, Financial Reporting, Strategy, Internal Controls, Auditing, Banking, Forecasting, Accounting, Loans, Financial Services, Analysis, Management, Portfolio Management, Risk Management
Education
Purdue University - Krannert School of Management
Business, Accounting
Wilmington Trust 2005 - 2011
Wilmington Trust 1999 - 2005
Wilmington Trust 1995 - 1998
Skills
Commercial Banking, Financial Reporting, Strategy, Internal Controls, Auditing, Banking, Forecasting, Accounting, Loans, Financial Services, Analysis, Management, Portfolio Management, Risk Management
Education
Purdue University - Krannert School of Management
Business, Accounting
Cheryl Fairbanks, CTFA's Wilmington Trust Experience 2009 - Present
Job Vice President, Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust 2009 - Present
BNY Mellon December 2003 - December 2009
Jones and Kolb 1990 - 2003
Skills
Investments, Asset Management, Finance, Financial Analysis, Strategic Planning, Wealth Management, Management, Alternative Investments, Financial Planning, Asset Allocation
Education
Southern Polytechnic State University 1990 — 1993
Computer Science
Druid Hills High School
Wilmington Trust 2009 - Present
BNY Mellon December 2003 - December 2009
Jones and Kolb 1990 - 2003
Skills
Investments, Asset Management, Finance, Financial Analysis, Strategic Planning, Wealth Management, Management, Alternative Investments, Financial Planning, Asset Allocation
Education
Southern Polytechnic State University 1990 — 1993
Computer Science
Druid Hills High School
Rachel Weinberger's Wilmington Trust Experience 1991 - 1993
Job Independent nonprofit management
Industry Nonprofit Organization Management
Experience
The Discovery Orchestra July 2013 - Present
New Eyes for the Needy January 2008 - Present
Visual Arts Center of New Jersey October 2009 - September 2012
Visual Arts Center of New Jersey October 2008 - April 2009
Women's Resource Center 2004 - 2005
Wilmington Trust 1991 - 1993
US Trust 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
Non-profits, Grant Writing, Volunteer Management, Fundraising, Event Planning, Arts Administration, Public Speaking, Museums, Community Outreach, Program Development, Research, Editing, Board Development, Public Relations, Art History, Event Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Swarthmore College 1976 — 1980
BA, Art history
The Discovery Orchestra July 2013 - Present
New Eyes for the Needy January 2008 - Present
Visual Arts Center of New Jersey October 2009 - September 2012
Visual Arts Center of New Jersey October 2008 - April 2009
Women's Resource Center 2004 - 2005
Wilmington Trust 1991 - 1993
US Trust 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
Non-profits, Grant Writing, Volunteer Management, Fundraising, Event Planning, Arts Administration, Public Speaking, Museums, Community Outreach, Program Development, Research, Editing, Board Development, Public Relations, Art History, Event Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Swarthmore College 1976 — 1980
BA, Art history
William T. LaFond's Wilmington Trust Experience November 2011 - Present
Job Regional Market Leader at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2011 - Present
Wilmington Trust June 2004 - Present
U.S. Trust Company, N.A. 1999 - 2004
Education
Seton Hall University School of Law 1995 — 1999
JD, Law
University of Scranton 1989 — 1993
B.S., Accounting
St. Benedict's Prep
Wilmington Trust November 2011 - Present
Wilmington Trust June 2004 - Present
U.S. Trust Company, N.A. 1999 - 2004
Education
Seton Hall University School of Law 1995 — 1999
JD, Law
University of Scranton 1989 — 1993
B.S., Accounting
St. Benedict's Prep
Amy Stengel's Wilmington Trust Experience January 2015 - Present
Job Group Vice President and Managing Director Institutional Administrative Services at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2015 - Present
Wilmington Trust May 2012 - January 2015
Wilmington Trust January 2012 - May 2012
Wilmington Trust SP Services, Inc. January 2009 - March 2012
Wilmington Trust May 2007 - December 2008
Wilmington Trust March 2006 - May 2007
SFFC, Inc. September 2005 - March 2006
Stewart & Associations June 1998 - September 2005
Christina School District Glasgow High School August 1996 - June 1998
Skills
Management, Financial Services, Strategic Planning, Risk Management, Mergers & Acquisitions, Wealth Management, Financial Analysis, Leadership, Capital Markets, Financial Risk, Corporate Governance, Mutual Funds, Strategic Financial..., Change Management, Employee Engagement, Talent Management, Financial Planning
Education
Temple University - James E. Beasley School of Law 1999 — 2004
JD, Corporate, Tax
University of Delaware 1992 — 1996
BA, English Education
Elementary School
Wilmington Trust January 2015 - Present
Wilmington Trust May 2012 - January 2015
Wilmington Trust January 2012 - May 2012
Wilmington Trust SP Services, Inc. January 2009 - March 2012
Wilmington Trust May 2007 - December 2008
Wilmington Trust March 2006 - May 2007
SFFC, Inc. September 2005 - March 2006
Stewart & Associations June 1998 - September 2005
Christina School District Glasgow High School August 1996 - June 1998
Skills
Management, Financial Services, Strategic Planning, Risk Management, Mergers & Acquisitions, Wealth Management, Financial Analysis, Leadership, Capital Markets, Financial Risk, Corporate Governance, Mutual Funds, Strategic Financial..., Change Management, Employee Engagement, Talent Management, Financial Planning
Education
Temple University - James E. Beasley School of Law 1999 — 2004
JD, Corporate, Tax
University of Delaware 1992 — 1996
BA, English Education
Elementary School
Jonathan Ewald's Wilmington Trust Experience August 2008 - August 2008
Job Computer Engineer at JVN Communications
Industry Aviation & Aerospace
Experience
JVN Communications October 2012 - Present
Engility Corporation March 2009 - October 2012
Wilmington Trust August 2008 - August 2008
Avantix Laboratories, Inc March 2007 - February 2008
APC June 2006 - November 2006
Skills
Configuration Management, Earned Value Management, Simulations, Software Engineering, Technical Support, Systems Engineering, DoD, Aerospace, Integration, Radar, Testing, Troubleshooting, Unix
Education
Rensselaer Polytechnic Institute 2002 — 2006
B.S., Computer and Systems Engineering
JVN Communications October 2012 - Present
Engility Corporation March 2009 - October 2012
Wilmington Trust August 2008 - August 2008
Avantix Laboratories, Inc March 2007 - February 2008
APC June 2006 - November 2006
Skills
Configuration Management, Earned Value Management, Simulations, Software Engineering, Technical Support, Systems Engineering, DoD, Aerospace, Integration, Radar, Testing, Troubleshooting, Unix
Education
Rensselaer Polytechnic Institute 2002 — 2006
B.S., Computer and Systems Engineering
Brigid Walls's Wilmington Trust Experience August 2010 - Present
Job Office Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2010 - Present
Wilmington Trust November 2007 - August 2010
Skills
Outlook, Banking, Investments, Microsoft Excel
Education
State University of New York College at Buffalo 1998 — 2003
BS, English
Wilmington Trust August 2010 - Present
Wilmington Trust November 2007 - August 2010
Skills
Outlook, Banking, Investments, Microsoft Excel
Education
State University of New York College at Buffalo 1998 — 2003
BS, English
Jennifer Phillips, CFP®'s Wilmington Trust Experience 2008 - March 2011
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank March 2011 - Present
Wilmington Trust 2008 - March 2011
Wilmington Trust 2006 - 2008
Slack Inc. 2004 - 2006
Education
Villanova University 2008 — 2010
MBA
Rowan University 2000 — 2004
BA, English
Citi Private Bank March 2011 - Present
Wilmington Trust 2008 - March 2011
Wilmington Trust 2006 - 2008
Slack Inc. 2004 - 2006
Education
Villanova University 2008 — 2010
MBA
Rowan University 2000 — 2004
BA, English
Richard Capuano's Wilmington Trust Experience January 2007 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust January 2007 - Present
Wilmington Trust January 2004 - December 2006
Moore Stephens Tiller LLC July 1999 - January 2004
PricewaterhouseCoopers Limited July 1998 - July 1999
Skills
Accounting, Tax, Alternative Investments, Hedge Funds, Mutual Funds, Asset Management, Wealth Management, Asset Allocation, Investments, Securities, Equities, Investment Management, Corporate Tax, Corporate Tax Planning, Estate Tax Planning
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Bachelor of Science, Accounting
Wilmington Trust January 2007 - Present
Wilmington Trust January 2004 - December 2006
Moore Stephens Tiller LLC July 1999 - January 2004
PricewaterhouseCoopers Limited July 1998 - July 1999
Skills
Accounting, Tax, Alternative Investments, Hedge Funds, Mutual Funds, Asset Management, Wealth Management, Asset Allocation, Investments, Securities, Equities, Investment Management, Corporate Tax, Corporate Tax Planning, Estate Tax Planning
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Bachelor of Science, Accounting
Myfanwy Bonilla, CAMS's Wilmington Trust Experience August 2010 - June 2011
Job Vice President, AML Risk Manager at The Bancorp Bank
Industry Banking
Experience
The Bancorp Bank June 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust August 2010 - June 2011
Wilmington Trust Company January 2009 - August 2010
Wilmington Trust Company February 2005 - December 2008
First Union Corporation 1996 - 2001
Wilmington Trust October 1991 - October 1996
Potter Anderson & Corroon LLP July 1988 - October 1991
Skills
Compliance, AML, Contract Negotiation, Risk Management, Bank Secrecy Act, Corporate Law, KYC, Fraud, Risk Assessment, Banking, Financial Services, Securities, Corporate Governance, Investments, Capital Markets, Due Diligence, Structured Finance, Mergers & Acquisitions, Asset Management, Mutual Funds, Loans, Portfolio Management, Credit Risk, Wealth Management, Finance, Hedge Funds, Private Equity, Credit, OFAC, Equities, Fixed Income, Securities Regulation, Operational Risk..., FINRA, Retail Banking, Alternative Investments, Project Finance, Investment Banking, Relationship Management, Commercial Lending, Commercial Banking, Corporate Finance, Credit Analysis, Mortgage Lending, Derivatives, Anti Money Laundering
Education
Villanova University School of Law 1985 — 1988
JD, Law
Swarthmore College 1978 — 1982
BA, Psychology
The Bancorp Bank June 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust August 2010 - June 2011
Wilmington Trust Company January 2009 - August 2010
Wilmington Trust Company February 2005 - December 2008
First Union Corporation 1996 - 2001
Wilmington Trust October 1991 - October 1996
Potter Anderson & Corroon LLP July 1988 - October 1991
Skills
Compliance, AML, Contract Negotiation, Risk Management, Bank Secrecy Act, Corporate Law, KYC, Fraud, Risk Assessment, Banking, Financial Services, Securities, Corporate Governance, Investments, Capital Markets, Due Diligence, Structured Finance, Mergers & Acquisitions, Asset Management, Mutual Funds, Loans, Portfolio Management, Credit Risk, Wealth Management, Finance, Hedge Funds, Private Equity, Credit, OFAC, Equities, Fixed Income, Securities Regulation, Operational Risk..., FINRA, Retail Banking, Alternative Investments, Project Finance, Investment Banking, Relationship Management, Commercial Lending, Commercial Banking, Corporate Finance, Credit Analysis, Mortgage Lending, Derivatives, Anti Money Laundering
Education
Villanova University School of Law 1985 — 1988
JD, Law
Swarthmore College 1978 — 1982
BA, Psychology
Gloria Diodato's Wilmington Trust Experience May 2008 - September 2011
Job Vice President, M&T Bank
Industry Financial Services
Experience
M&T Bank January 2015 - Present
Sanford School July 2012 - January 2015
Wilmington Trust May 2008 - September 2011
University of Delaware April 1999 - May 2008
Wilmington Trust July 1988 - April 1999
Skills
Leadership, Cross-functional Team..., Financial Analysis, Analysis, Strategic Planning, Budgets, Mergers & Acquisitions, Banking, Financial Services, PMO, Staff Development, Coaching, Risk Management, Public Speaking, Customer Service, Management
Education
University of Delaware 1994 — 1996
MBA, MBA
Shippensburg University of Pennsylvania 1984 — 1987
BSBA, Accounting
M&T Bank January 2015 - Present
Sanford School July 2012 - January 2015
Wilmington Trust May 2008 - September 2011
University of Delaware April 1999 - May 2008
Wilmington Trust July 1988 - April 1999
Skills
Leadership, Cross-functional Team..., Financial Analysis, Analysis, Strategic Planning, Budgets, Mergers & Acquisitions, Banking, Financial Services, PMO, Staff Development, Coaching, Risk Management, Public Speaking, Customer Service, Management
Education
University of Delaware 1994 — 1996
MBA, MBA
Shippensburg University of Pennsylvania 1984 — 1987
BSBA, Accounting
Catherine Gordon's Wilmington Trust Experience June 1988 - December 1994
Job Retired
Industry Financial Services
Experience
Vanguard March 2013 - December 2014
Vanguard July 2007 - March 2013
Vanguard June 2006 - June 2007
Vanguard July 2001 - June 2006
Vanguard December 1994 - July 2001
Wilmington Trust June 1988 - December 1994
Skills
Investments, Mutual Funds, Financial Services, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Equities
Education
Smith College 1972 — 1976
A.B., History
Vanguard March 2013 - December 2014
Vanguard July 2007 - March 2013
Vanguard June 2006 - June 2007
Vanguard July 2001 - June 2006
Vanguard December 1994 - July 2001
Wilmington Trust June 1988 - December 1994
Skills
Investments, Mutual Funds, Financial Services, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Equities
Education
Smith College 1972 — 1976
A.B., History
Allan Patterson's Wilmington Trust Experience 1990 - 1992
Job NonStop System Administrator II at TSYS
Industry Information Technology and Services
Experience
TSYS August 2012 - Present
Integrity Staffing Solutions November 2009 - December 2011
US Consulting Services, Inc. June 2006 - May 2010
First Data Corporation March 2001 - June 2006
Electronic Payment Services January 1995 - February 2001
Wilmington Trust 1990 - 1992
Ziff-Davis Publishing 1988 - 1990
Skills
COBOL, HP NonStop, Security, System Administration, JCL, Microsoft Office, Computer Security, FUP, Performance Analysis, NDM, DDL, Prognosis, SCF, Systems Management, Safeguard, Programming, Technical Support, Enscribe, Performance Measurement, Enform, Connect/Direct(NDM), DSM/SCM, HP NonStop Kernel, NonStop System..., Pathway, MEASURE, TACL Programming, Windows XP Professional, Windows 7, Chrome OS, Linux Mint, Vendor Management
Education
Delaware Tech 2009 — 2009
No degree, just taking classes, A+ Certification
Rutgers University – Camden 1981 — 1984
BS, Management
Cherry Hill East 1970 — 1974
High School Diploma, Pre-college
TSYS August 2012 - Present
Integrity Staffing Solutions November 2009 - December 2011
US Consulting Services, Inc. June 2006 - May 2010
First Data Corporation March 2001 - June 2006
Electronic Payment Services January 1995 - February 2001
Wilmington Trust 1990 - 1992
Ziff-Davis Publishing 1988 - 1990
Skills
COBOL, HP NonStop, Security, System Administration, JCL, Microsoft Office, Computer Security, FUP, Performance Analysis, NDM, DDL, Prognosis, SCF, Systems Management, Safeguard, Programming, Technical Support, Enscribe, Performance Measurement, Enform, Connect/Direct(NDM), DSM/SCM, HP NonStop Kernel, NonStop System..., Pathway, MEASURE, TACL Programming, Windows XP Professional, Windows 7, Chrome OS, Linux Mint, Vendor Management
Education
Delaware Tech 2009 — 2009
No degree, just taking classes, A+ Certification
Rutgers University – Camden 1981 — 1984
BS, Management
Cherry Hill East 1970 — 1974
High School Diploma, Pre-college
Gail Irrgang's Wilmington Trust Experience February 2003 - Present
Job It Business Analyst at Wilmington Trust
Industry Banking
Experience
Wilmington Trust February 2003 - Present
Professional Database Solutions, LLC October 1994 - February 2003
Education
Susquehanna University 1975 — 1978
Bachelor Science, Business Administration
Wilmington Trust February 2003 - Present
Professional Database Solutions, LLC October 1994 - February 2003
Education
Susquehanna University 1975 — 1978
Bachelor Science, Business Administration
Stephen FX Whalen, CFA's Wilmington Trust Experience April 1994 - September 1996
Job Financial Adviser at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2007 - Present
Whitemarsh boat club 2005 - 2014
PNC Investments February 2005 - July 2007
Ameriprise Financial Services, Inc. September 2003 - February 2005
Lincoln National 1996 - 2002
Wilmington Trust April 1994 - September 1996
Delaware Group of Funds 1989 - 1994
Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Economics
The Vanguard Group July 2007 - Present
Whitemarsh boat club 2005 - 2014
PNC Investments February 2005 - July 2007
Ameriprise Financial Services, Inc. September 2003 - February 2005
Lincoln National 1996 - 2002
Wilmington Trust April 1994 - September 1996
Delaware Group of Funds 1989 - 1994
Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Economics
Theresa Pietrucci's Wilmington Trust Experience June 1998 - Present
Job Head of Trust Administration at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust June 1998 - Present
Barnett Banks Trust Company January 1982 - June 1998
Office of the Comptroller of the Currency, U.S. Treasury Department June 1979 - December 1981
Skills
Wealth Management..., Wealth Management, Real Estate, High Net Worth..., Financial Services, Banking, Asset Management, Loans, Securities, Investments, Asset Managment, Portfolio Management, Trusts, Risk Management, Asset Allocation, Investment Advisory, Mutual Funds, Estate Planning, Alternative Investments, Financial Planning, Investment Management, Financial Analysis
Education
Stephens College 1975 — 1979
B.S., Political Science
Wilmington Trust June 1998 - Present
Barnett Banks Trust Company January 1982 - June 1998
Office of the Comptroller of the Currency, U.S. Treasury Department June 1979 - December 1981
Skills
Wealth Management..., Wealth Management, Real Estate, High Net Worth..., Financial Services, Banking, Asset Management, Loans, Securities, Investments, Asset Managment, Portfolio Management, Trusts, Risk Management, Asset Allocation, Investment Advisory, Mutual Funds, Estate Planning, Alternative Investments, Financial Planning, Investment Management, Financial Analysis
Education
Stephens College 1975 — 1979
B.S., Political Science
Steve Rapino, CPA's Wilmington Trust Experience January 2014 - Present
Job Officer Tax at Wilmington Trust
Industry Accounting
Experience
Wilmington Trust January 2014 - Present
ParenteBeard LLC June 2008 - January 2014
David R. Schulman, PC January 2008 - May 2008
Hanna, McGlone & Co. January 2007 - May 2007
Skills
corporate tax, individual tax, Tax Preparation, Tax, Income Tax, Corporate Tax, Tax Research, Tax Returns, Account Reconciliation, CPA
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS, Accounting
Wilmington Trust January 2014 - Present
ParenteBeard LLC June 2008 - January 2014
David R. Schulman, PC January 2008 - May 2008
Hanna, McGlone & Co. January 2007 - May 2007
Skills
corporate tax, individual tax, Tax Preparation, Tax, Income Tax, Corporate Tax, Tax Research, Tax Returns, Account Reconciliation, CPA
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS, Accounting
Harvey Mack's Wilmington Trust Experience October 2004 - Present
Job Sr. Compliance Audit Officer
Industry Banking
Experience
Wilmington Trust October 2004 - Present
Financial Resources FCU January 2002 - October 2004
Bank of America January 1999 - December 2001
Education
Rider University 1995 — 1999
Bachelor of Science, Finance
Wilmington Trust October 2004 - Present
Financial Resources FCU January 2002 - October 2004
Bank of America January 1999 - December 2001
Education
Rider University 1995 — 1999
Bachelor of Science, Finance
susan vendetti's Wilmington Trust Experience July 2005 - Present
Job Training Specialist at Wilmington Trust
Industry Banking
Experience
Wilmington Trust July 2005 - Present
Pershing March 2000 - February 2005
Deutsche Bank June 1996 - March 2000
Bank of New York August 1993 - June 1996
Education
Stockton University 1989 — 1993
BA, Economics
Wilmington Trust July 2005 - Present
Pershing March 2000 - February 2005
Deutsche Bank June 1996 - March 2000
Bank of New York August 1993 - June 1996
Education
Stockton University 1989 — 1993
BA, Economics
Maria Marseglia's Wilmington Trust Experience May 2012 - March 2014
Job Mutual Fund Operations Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
Gail Marinelli's Wilmington Trust Experience May 2006 - June 2007
Job Walking with Dinosaurs at Evergreen Films
Industry Motion Pictures and Film
Experience
Universal Studios September 2013 - Present
Evergreen Films May 2011 - Present
Universal Studios May 2012 - September 2012
DW Studio Productions LLC April 2010 - June 2011
Disney ABC Television Group July 2010 - September 2010
The Good Doctor January 2010 - March 2010
California Film Commission October 2009 - December 2009
Western Australian Screen Academy January 2009 - June 2009
Mind's Eye Media October 2008 - June 2009
Wilmington Trust May 2006 - June 2007
Skills
Film Production, Television, Film, Feature Films, Entertainment, Video Production, Video
Education
Salisbury University 2002 — 2005
Bachelor of Arts, Mass Media
Edith Cowan University/WA Screen Academy
Masters of Arts, Producing
Universal Studios September 2013 - Present
Evergreen Films May 2011 - Present
Universal Studios May 2012 - September 2012
DW Studio Productions LLC April 2010 - June 2011
Disney ABC Television Group July 2010 - September 2010
The Good Doctor January 2010 - March 2010
California Film Commission October 2009 - December 2009
Western Australian Screen Academy January 2009 - June 2009
Mind's Eye Media October 2008 - June 2009
Wilmington Trust May 2006 - June 2007
Skills
Film Production, Television, Film, Feature Films, Entertainment, Video Production, Video
Education
Salisbury University 2002 — 2005
Bachelor of Arts, Mass Media
Edith Cowan University/WA Screen Academy
Masters of Arts, Producing
Joshua Fichmann, CPA's Wilmington Trust Experience 2008 - 2009
Job Accounting Manager at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems January 2015 - Present
Nestlé Health Science-Pamlab, Inc. October 2014 - January 2015
Heartland Payment Systems January 2009 - October 2014
Wilmington Trust 2008 - 2009
Deloitte & Touche 2005 - 2008
Insurance Auto Auctions 2004 - 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, US GAAP, Financial Accounting, GAAP, General Ledger, Auditing, Account Reconciliation, Consolidation
Education
Rutgers University – Camden 2002 — 2005
BS, Accounting
Burlington County College 1997 — 2003
Associate of Science (A.S.), Accounting
Shawnee High School 1993 — 1997
Heartland Payment Systems January 2015 - Present
Nestlé Health Science-Pamlab, Inc. October 2014 - January 2015
Heartland Payment Systems January 2009 - October 2014
Wilmington Trust 2008 - 2009
Deloitte & Touche 2005 - 2008
Insurance Auto Auctions 2004 - 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, US GAAP, Financial Accounting, GAAP, General Ledger, Auditing, Account Reconciliation, Consolidation
Education
Rutgers University – Camden 2002 — 2005
BS, Accounting
Burlington County College 1997 — 2003
Associate of Science (A.S.), Accounting
Shawnee High School 1993 — 1997
Rudnick Robert's Wilmington Trust Experience
Job Relationship Manger at Wilmington Trust
Industry Banking
Experience
Wilmington Trust
Skills
Financial Analysis
Education
Suffolk Law School
Doctor of Law (J.D.)
Tufts University
Bachelor of Arts (B.A.)
Wilmington Trust
Skills
Financial Analysis
Education
Suffolk Law School
Doctor of Law (J.D.)
Tufts University
Bachelor of Arts (B.A.)
James Palermo's Wilmington Trust Experience 1991 - 2008
Job Vice President, Portfolio Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2010 - Present
Wachovia, A Wells Fargo Company October 2008 - October 2009
Wilmington Trust 1991 - 2008
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Series 7, Wealth Management..., Investments, Asset Managment
Education
Temple University - Fox School of Business and Management
MBA, Finance
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Business Administration and Management, General
PNC Wealth Management May 2010 - Present
Wachovia, A Wells Fargo Company October 2008 - October 2009
Wilmington Trust 1991 - 2008
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Series 7, Wealth Management..., Investments, Asset Managment
Education
Temple University - Fox School of Business and Management
MBA, Finance
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Business Administration and Management, General
Keith Robertshaw's Wilmington Trust Experience VP and Dir of IISPNC1970 - 2000
Job Vice Pres, Senior Investment Advisor at Wilmington Trust
Industry Banking
Experience
Wilmington Trust VP and Dir of IISPNC1970 - 2000
Education
Southern Methodist University - Cox School of Business 1966 — 1969
bba, Finance and Economics
blair
Wilmington Trust VP and Dir of IISPNC1970 - 2000
Education
Southern Methodist University - Cox School of Business 1966 — 1969
bba, Finance and Economics
blair
Eva Marnie's Wilmington Trust Experience 2003 - 2005
Job
Industry Public Relations and Communications
Experience
Various Clients July 2008 - Present
SBE Entertainment Group 2007 - 2008
Fox Filmed Entertainment 2005 - 2007
Wilmington Trust 2003 - 2005
Skills
Public Relations, Film, Media Relations, Publicity, Television, Entertainment, Social Media Marketing, Social Media, Event Management, Event Planning
Education
Rowan University
Master of Arts (M.A.), Public Relations, Advertising, and Applied Communication, 3.8 GPA
Various Clients July 2008 - Present
SBE Entertainment Group 2007 - 2008
Fox Filmed Entertainment 2005 - 2007
Wilmington Trust 2003 - 2005
Skills
Public Relations, Film, Media Relations, Publicity, Television, Entertainment, Social Media Marketing, Social Media, Event Management, Event Planning
Education
Rowan University
Master of Arts (M.A.), Public Relations, Advertising, and Applied Communication, 3.8 GPA
Maria Granaudo Gesty's Wilmington Trust Experience 1996 - 1997
Job Attorney at Burns White, LLC
Industry Law Practice
Experience
Burns White, LLC October 2007 - Present
Wilmington Trust 1996 - 1997
Skills
Civil Litigation, Personal Injury, Appeals, Litigation, Mediation, Arbitration, Medical Malpractice, Personal Injury..., Trial Practice, Product Liability, Courts, Trials, Legal Research
Education
Providence College 1989 — 1993
BA, Political Science
Burns White, LLC October 2007 - Present
Wilmington Trust 1996 - 1997
Skills
Civil Litigation, Personal Injury, Appeals, Litigation, Mediation, Arbitration, Medical Malpractice, Personal Injury..., Trial Practice, Product Liability, Courts, Trials, Legal Research
Education
Providence College 1989 — 1993
BA, Political Science
Joe Annarelli's Wilmington Trust Experience November 1988 - September 1997
Job Vice President at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. October 1997 - Present
Wilmington Trust November 1988 - September 1997
Butcher & Singer October 1982 - October 1988
Skills
Endowments, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Fund Of Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investment Management, Equities, Private Equity, Wealth Management, Wealth Management..., Portfolio Management, Investments, Bloomberg, High Net Worth..., Venture Capital, Mutual Funds, Institutional..., Capital Markets
Education
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Master of Business Administration (MBA), Finance, General
Philadelphia University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Hirtle, Callaghan & Co. October 1997 - Present
Wilmington Trust November 1988 - September 1997
Butcher & Singer October 1982 - October 1988
Skills
Endowments, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Fund Of Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investment Management, Equities, Private Equity, Wealth Management, Wealth Management..., Portfolio Management, Investments, Bloomberg, High Net Worth..., Venture Capital, Mutual Funds, Institutional..., Capital Markets
Education
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Master of Business Administration (MBA), Finance, General
Philadelphia University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Frendy Glasser's Wilmington Trust Experience 1993 - 1995
Job Sr. Systems Analyst at Penn State Hershey Medical Center
Industry Information Technology and Services
Experience
Penn State Hershey Medical Center June 2013 - Present
PA Academy of Family Physicians August 2010 - June 2013
Mission Central 2009 - 2013
Glatfelter Insurance Group 2008 - 2009
Various - Non-Profit, Education, Social Services, Small Business 2005 - 2008
QVC June 1995 - September 2005
Wilmington Trust 1993 - 1995
Lockheed Martin 1988 - 1993
Skills
Patient-Centered..., Medical Informatics, Statistics, Healthcare Information..., Healthcare, SQL, Data Analysis, Databases, Software Implementation, Informatics, Data Warehousing, Business Intelligence, Microsoft SQL Server, Oracle, Data Architecture, Data Warehouse..., Star Schema, Dimensional Modeling, Data Visualization, KPI Dashboards, LogiXML, Full SDLC, Management, SDLC, Information Architecture, Leadership, Enterprise Architecture
Education
Pennsylvania State University-Great Valley Graduate Center 1990 — 1992
Information Technology
West Chester University of Pennsylvania 1983 — 1987
BS, Computer Science
Penn State Hershey Medical Center June 2013 - Present
PA Academy of Family Physicians August 2010 - June 2013
Mission Central 2009 - 2013
Glatfelter Insurance Group 2008 - 2009
Various - Non-Profit, Education, Social Services, Small Business 2005 - 2008
QVC June 1995 - September 2005
Wilmington Trust 1993 - 1995
Lockheed Martin 1988 - 1993
Skills
Patient-Centered..., Medical Informatics, Statistics, Healthcare Information..., Healthcare, SQL, Data Analysis, Databases, Software Implementation, Informatics, Data Warehousing, Business Intelligence, Microsoft SQL Server, Oracle, Data Architecture, Data Warehouse..., Star Schema, Dimensional Modeling, Data Visualization, KPI Dashboards, LogiXML, Full SDLC, Management, SDLC, Information Architecture, Leadership, Enterprise Architecture
Education
Pennsylvania State University-Great Valley Graduate Center 1990 — 1992
Information Technology
West Chester University of Pennsylvania 1983 — 1987
BS, Computer Science
Erik Overcash's Wilmington Trust Experience 2006 - Present
Job Vice President Global Capital Markets at Wilmington Trust
Industry Banking
Experience
Wilmington Trust 2006 - Present
MBNA America 1997 - 2005
Skills
Credit, Capital Markets, Banking, Financial Services, Financial Analysis
Education
Temple University - Fox School of Business and Management
Finance/Economics
Wilmington Trust 2006 - Present
MBNA America 1997 - 2005
Skills
Credit, Capital Markets, Banking, Financial Services, Financial Analysis
Education
Temple University - Fox School of Business and Management
Finance/Economics
Rhonda Mesogianes's Wilmington Trust Experience June 2006 - Present
Job Compliance Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust June 2006 - Present
Education
Rowan University 1987 — 1989
BS, Finance
Salem Community College 1985 — 1987
transferred, Finance
Wilmington Trust June 2006 - Present
Education
Rowan University 1987 — 1989
BS, Finance
Salem Community College 1985 — 1987
transferred, Finance
Nicole Carroll, CPA's Wilmington Trust Experience October 2010 - February 2011
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Citigroup March 2011 - June 2013
Wilmington Trust October 2010 - February 2011
Deloitte & Touche August 2007 - October 2010
Paul Scherer & Company November 2005 - June 2007
GE Energy June 2005 - August 2005
Skills
US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Accounting, GAAP, External Audit, CPA, Financial Analysis, Big 4, Account Reconciliation, Corporate Finance, General Ledger
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
BS, Accounting
Temple University - Fox School of Business and Management 2003 — 2005
n/a, Accounting
Citi July 2013 - Present
Citigroup March 2011 - June 2013
Wilmington Trust October 2010 - February 2011
Deloitte & Touche August 2007 - October 2010
Paul Scherer & Company November 2005 - June 2007
GE Energy June 2005 - August 2005
Skills
US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Accounting, GAAP, External Audit, CPA, Financial Analysis, Big 4, Account Reconciliation, Corporate Finance, General Ledger
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
BS, Accounting
Temple University - Fox School of Business and Management 2003 — 2005
n/a, Accounting
Rolan Izar's Wilmington Trust Experience May 2010 - January 2012
Job Account Administrator
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
Wilmington Trust May 2010 - January 2012
Maxim Healthcare Services 2007 - 2009
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Deutsche Bank January 2012 - Present
Wilmington Trust May 2010 - January 2012
Maxim Healthcare Services 2007 - 2009
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Fred Casadei's Wilmington Trust Experience March 1995 - January 1998
Job Director of Operations at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. January 2011 - Present
Turner Investments, L.P. January 2005 - December 2010
Turner Investments, L.P. May 2002 - December 2004
1838 Investment Advisors August 2000 - May 2002
The Killen Group January 1998 - August 2000
Wilmington Trust March 1995 - January 1998
PNC Bank September 1993 - March 1995
Skills
Equities
Education
St. Joseph's University 1999 — 2003
MBA, Finance
Widener University 1989 — 1993
BS, Accounting
Turner Investments, L.P. January 2011 - Present
Turner Investments, L.P. January 2005 - December 2010
Turner Investments, L.P. May 2002 - December 2004
1838 Investment Advisors August 2000 - May 2002
The Killen Group January 1998 - August 2000
Wilmington Trust March 1995 - January 1998
PNC Bank September 1993 - March 1995
Skills
Equities
Education
St. Joseph's University 1999 — 2003
MBA, Finance
Widener University 1989 — 1993
BS, Accounting
Brady Robinson's Wilmington Trust Experience June 2008 - March 2012
Job Billing and Revenue Guru Lead Biller at LeaseHawk
Industry Investment Banking
Experience
LeaseHawk April 2012 - Present
Wilmington Trust June 2008 - March 2012
Skills
Equities, Investment Banking, Securities, Financial Analysis, Bloomberg, Financial Services, Finance, Salesforce.com, Strategic Planning, Team Building
Education
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
LeaseHawk April 2012 - Present
Wilmington Trust June 2008 - March 2012
Skills
Equities, Investment Banking, Securities, Financial Analysis, Bloomberg, Financial Services, Finance, Salesforce.com, Strategic Planning, Team Building
Education
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Kenneth Bright's Wilmington Trust Experience February 2008 - May 2011
Job Management Analyst at DNRECSIRS
Industry Government Administration
Experience
DE Dept. of Natural Resources and Environmental Control (DNREC) July 2014 - Present
Produce Marketing Association June 2013 - December 2013
M&T Bank May 2011 - December 2012
Wilmington Trust February 2008 - May 2011
Wilmington Trust April 2002 - February 2008
Skills
Data Analysis, Financial Analysis, Financial Reporting, Market Research, Budget, Financial Services, Analytics, Marketing
Education
Rutgers University 1983 — 1987
Bachelor of Arts (B.A.), Economics
DE Dept. of Natural Resources and Environmental Control (DNREC) July 2014 - Present
Produce Marketing Association June 2013 - December 2013
M&T Bank May 2011 - December 2012
Wilmington Trust February 2008 - May 2011
Wilmington Trust April 2002 - February 2008
Skills
Data Analysis, Financial Analysis, Financial Reporting, Market Research, Budget, Financial Services, Analytics, Marketing
Education
Rutgers University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Raymond O'Shields's Wilmington Trust Experience July 2015 - Present
Job Student at Temple University
Industry Financial Services
Experience
Wilmington Trust July 2015 - Present
Education
Temple University 2010 — 2015
Bachelor of Science (B.S.), Finance
Wilmington Trust July 2015 - Present
Education
Temple University 2010 — 2015
Bachelor of Science (B.S.), Finance
M.R. Loudenslager's Wilmington Trust Experience May 1996 - April 1997
Job Victim/Witness Coordinator at Philadelphia District Attorney's Office
Industry Law Practice
Experience
Philadelphia District Attorney's Office August 2004 - Present
Radian April 1997 - April 2003
Wilmington Trust May 1996 - April 1997
Skills
Technical Writing, Programming Languages, Data Analysis, Research, Victim Support
Education
Spring Garden College
Bachelor's degree, Computer Technology/Computer Systems Technology
UPR, Puerto Rico & Spring Garden College, PA
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
Philadelphia District Attorney's Office August 2004 - Present
Radian April 1997 - April 2003
Wilmington Trust May 1996 - April 1997
Skills
Technical Writing, Programming Languages, Data Analysis, Research, Victim Support
Education
Spring Garden College
Bachelor's degree, Computer Technology/Computer Systems Technology
UPR, Puerto Rico & Spring Garden College, PA
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
Maria Loudenslager's Wilmington Trust Experience March 1996 - May 1997
Job Victim/Witness Coordinator District Attorney Office East Division at City of Philadelphia
Industry Government Administration
Experience
City of Philadelphia August 2004 - Present
Radian May 1997 - April 2002
Wilmington Trust March 1996 - May 1997
Independence Blue Cross August 1995 - March 1996
Wells Fargo formerly known as CoreStates January 1986 - August 1995
Skills
Technical Documentation, Technical Analysis, Legal Translation, Programming, Analysis, Production support, System Testing, Customer-focused Service, Data Quality Control, Production Support
Education
Spring Garden College
Bachelor of Science (B.Sc.), Information Technology
University of Puerto Rico-Cayey
Bachelor's degree, Romance Languages, Literatures, and Linguistics
City of Philadelphia August 2004 - Present
Radian May 1997 - April 2002
Wilmington Trust March 1996 - May 1997
Independence Blue Cross August 1995 - March 1996
Wells Fargo formerly known as CoreStates January 1986 - August 1995
Skills
Technical Documentation, Technical Analysis, Legal Translation, Programming, Analysis, Production support, System Testing, Customer-focused Service, Data Quality Control, Production Support
Education
Spring Garden College
Bachelor of Science (B.Sc.), Information Technology
University of Puerto Rico-Cayey
Bachelor's degree, Romance Languages, Literatures, and Linguistics
Christopher Stief's Wilmington Trust Experience July 2014 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2014 - Present
JPMorgan Chase May 2007 - July 2014
UBS September 2006 - May 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor's degree, Finance, General
Wilmington Trust July 2014 - Present
JPMorgan Chase May 2007 - July 2014
UBS September 2006 - May 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY