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
Jesse Priester Jesse Priester's Wilmington Trust Experience August 2005 - March 2012
Job Writing the Greatest Space Adventure of All Time
Industry Writing and Editing
Experience
Greatest Space Adventure of All Time December 2014 - Present
J.P. Wyman May 2014 - Present
One Office Solutions December 2013 - May 2014
H&R Block November 2013 - April 2014
World Financial Group (WFG) October 2012 - January 2014
Jeff Flake for U.S. Senate June 2012 - November 2012
Farmers Insurance April 2012 - September 2012
Wilmington Trust August 2005 - March 2012
Skills
Writing, Creative Writing, Philosophy, Theology, Training, Recruiting, Public Speaking, Retirement, Financial Services, Life Insurance, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Wealth Management, Wealth, Mutual Funds, Financial Planners, Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Networking, Speech Writing, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2007
University of Delaware
Bachelor of Arts (B.A.), Philosophy
Greatest Space Adventure of All Time December 2014 - Present
J.P. Wyman May 2014 - Present
One Office Solutions December 2013 - May 2014
H&R Block November 2013 - April 2014
World Financial Group (WFG) October 2012 - January 2014
Jeff Flake for U.S. Senate June 2012 - November 2012
Farmers Insurance April 2012 - September 2012
Wilmington Trust August 2005 - March 2012
Skills
Writing, Creative Writing, Philosophy, Theology, Training, Recruiting, Public Speaking, Retirement, Financial Services, Life Insurance, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Wealth Management, Wealth, Mutual Funds, Financial Planners, Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Networking, Speech Writing, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2007
University of Delaware
Bachelor of Arts (B.A.), Philosophy
Erica Farber Erica Farber's Wilmington Trust Experience December 2001 - December 2009
Job Partner, Director of Operations and Chief Compliance Officer at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust December 2001 - December 2009
Balentine & Company March 1999 - December 2001
Education
The Ohio State University 1990 — 1995
BA, Psychology
Balentine December 2009 - Present
Wilmington Trust December 2001 - December 2009
Balentine & Company March 1999 - December 2001
Education
The Ohio State University 1990 — 1995
BA, Psychology
Adrian Cronje Adrian Cronje's Wilmington Trust Experience July 2005 - October 2009
Job Partner and Chief Investment Officer at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust July 2005 - October 2009
Schroders September 1999 - June 2005
Skills
Asset Management, Investment Management, Wealth Management, Investments, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Strategic Financial..., Investment Strategies, Risk Management, Series 7, Economics, Statistics, Strategic Planning, Asset Managment, Private Equity, Hedge Funds
Education
University of Cambridge 1997 — 1999
Doctor of Philosophy (Ph.D.), Macroeconomics and Econometrics
University of Cambridge 1995 — 1996
Master's Degree, Economics and Finance
University of Cape Town 1991 — 1994
BCom (Hons), Economics
Balentine December 2009 - Present
Wilmington Trust July 2005 - October 2009
Schroders September 1999 - June 2005
Skills
Asset Management, Investment Management, Wealth Management, Investments, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Strategic Financial..., Investment Strategies, Risk Management, Series 7, Economics, Statistics, Strategic Planning, Asset Managment, Private Equity, Hedge Funds
Education
University of Cambridge 1997 — 1999
Doctor of Philosophy (Ph.D.), Macroeconomics and Econometrics
University of Cambridge 1995 — 1996
Master's Degree, Economics and Finance
University of Cape Town 1991 — 1994
BCom (Hons), Economics
Peter Fulweiler Peter Fulweiler's Wilmington Trust Experience April 1971 - September 1985
Job Experienced Manager
Industry Financial Services
Experience
Little Sisters of the Poor June 2012 - Present
Delaware Community Foundation February 2011 - September 2011
PNC Bank, N.A. January 1999 - March 2010
PNC Bank, N.A. October 1985 - January 1999
Wilmington Trust April 1971 - September 1985
Skills
Strategy, Project Management, Management, Sales, Change Management, Strategic Planning, Event Planning, Financial Services, Public Speaking, Nonprofits, Customer Satisfaction, Leadership, Fundraising, Credit, Investments, Non-profits, Banking, Wealth Management, Social Media
Education
The George Washington University 1966 — 1970
BBA, Business
Westminster School
Westminster School
Little Sisters of the Poor June 2012 - Present
Delaware Community Foundation February 2011 - September 2011
PNC Bank, N.A. January 1999 - March 2010
PNC Bank, N.A. October 1985 - January 1999
Wilmington Trust April 1971 - September 1985
Skills
Strategy, Project Management, Management, Sales, Change Management, Strategic Planning, Event Planning, Financial Services, Public Speaking, Nonprofits, Customer Satisfaction, Leadership, Fundraising, Credit, Investments, Non-profits, Banking, Wealth Management, Social Media
Education
The George Washington University 1966 — 1970
BBA, Business
Westminster School
Westminster School
Jamie Petraglia Jamie Petraglia's Wilmington Trust Experience April 2014 - September 2015
Job Senior Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank August 2015 - Present
Wilmington Trust April 2014 - September 2015
Aqua Equities June 2012 - June 2014
ITG August 2010 - April 2011
White Cap Trading LLC October 2003 - August 2010
Archipelago January 2001 - October 2003
Bear Hunter Specialists June 1999 - January 2001
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Triton, Lava, Realtick, Redi+, Securities, Electronic Trading, Market Structure, Entrepreneurship, Trading Systems, Equities, Private Equity, Management, Project Design, Financial Markets, Hedge Funds, Hedging, Investments, Options, Portfolio Management, Proprietary Trading, Series 7, Trading, Fixed Income, Capital Markets, Asset Management, Alternative Investments
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Management
City National Bank August 2015 - Present
Wilmington Trust April 2014 - September 2015
Aqua Equities June 2012 - June 2014
ITG August 2010 - April 2011
White Cap Trading LLC October 2003 - August 2010
Archipelago January 2001 - October 2003
Bear Hunter Specialists June 1999 - January 2001
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Triton, Lava, Realtick, Redi+, Securities, Electronic Trading, Market Structure, Entrepreneurship, Trading Systems, Equities, Private Equity, Management, Project Design, Financial Markets, Hedge Funds, Hedging, Investments, Options, Portfolio Management, Proprietary Trading, Series 7, Trading, Fixed Income, Capital Markets, Asset Management, Alternative Investments
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Management
Steve Descano's Wilmington Trust Experience August 2009 - August 2010
Job Trial Attorney at U.S. Department of Justice, Civil Division, Consumer Protection Branch
Industry Law Practice
Experience
U.S. Department of Justice August 2010 - Present
Wilmington Trust August 2009 - August 2010
Connolly Bove Lodge & Hutz LLP June 2009 - August 2009
Wilmington Trust August 2008 - May 2009
Richards, Layton & Finger June 2008 - August 2008
Philadelphia District Attorney's Office May 2007 - August 2007
DHL October 2005 - May 2007
Ameriprise Financial Services, Inc. June 2004 - October 2005
US Army June 2002 - February 2004
Skills
Legal Research, Litigation, Jury Trials, Criminal Law, Legal Writing, Legal Advice, Trials, Courts, Government, Motions, Federal Law, White Collar, Federal Prosecutor, Court Appearances, Criminal Investigations, Tax Law, Persuasive Writing, Public Speaking, Legal Discovery, FDA, FTC, Injunctions, Consent Decree, Civil Law, Criminal Procedure, Prosecution, Westlaw, Civil Litigation, Appeals, Corporate Law
Education
Temple University (Beasley) School of Law 2006 — 2010
Juris Doctor
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.)
Salesianum High School 1994 — 1998
U.S. Department of Justice August 2010 - Present
Wilmington Trust August 2009 - August 2010
Connolly Bove Lodge & Hutz LLP June 2009 - August 2009
Wilmington Trust August 2008 - May 2009
Richards, Layton & Finger June 2008 - August 2008
Philadelphia District Attorney's Office May 2007 - August 2007
DHL October 2005 - May 2007
Ameriprise Financial Services, Inc. June 2004 - October 2005
US Army June 2002 - February 2004
Skills
Legal Research, Litigation, Jury Trials, Criminal Law, Legal Writing, Legal Advice, Trials, Courts, Government, Motions, Federal Law, White Collar, Federal Prosecutor, Court Appearances, Criminal Investigations, Tax Law, Persuasive Writing, Public Speaking, Legal Discovery, FDA, FTC, Injunctions, Consent Decree, Civil Law, Criminal Procedure, Prosecution, Westlaw, Civil Litigation, Appeals, Corporate Law
Education
Temple University (Beasley) School of Law 2006 — 2010
Juris Doctor
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.)
Salesianum High School 1994 — 1998
Gregory Golden's Wilmington Trust Experience January 2004 - December 2006
Job Assistant Vice President and Relationship Manager at Wilmington Trust Retirement and Institutional Services Company
Industry Financial Services
Experience
Wilmington Trust Retirement and Institutional Services Company September 2012 - Present
Wilmington Trust Retirement and Institutional Services January 2007 - September 2012
Wilmington Trust January 2004 - December 2006
Wilmington Trust April 2002 - December 2003
Wilmington Trust August 1999 - April 2002
Wilmington Trust May 1997 - August 1999
Skills
ESOP, Retirement, Defined Contribution, 401k, Relationship Management, ERISA, Qualified Retirement..., Trust Services
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
MBA, Business
University of Delaware 1992 — 1997
Bachelor, Finance
Salesianum 1988 — 1992
Wilmington Trust Retirement and Institutional Services Company September 2012 - Present
Wilmington Trust Retirement and Institutional Services January 2007 - September 2012
Wilmington Trust January 2004 - December 2006
Wilmington Trust April 2002 - December 2003
Wilmington Trust August 1999 - April 2002
Wilmington Trust May 1997 - August 1999
Skills
ESOP, Retirement, Defined Contribution, 401k, Relationship Management, ERISA, Qualified Retirement..., Trust Services
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
MBA, Business
University of Delaware 1992 — 1997
Bachelor, Finance
Salesianum 1988 — 1992
Frank McDonald Frank McDonald's Wilmington Trust Experience June 2008 - Present
Job VP at Wilmington Trust
Industry Banking
Experience
Wilmington Trust June 2008 - Present
Wells Fargo Corporate Trust 2000 - 2008
Education
University of Connecticut 1968 — 1972
Bachelor of Science, Business Administration
Wilmington Trust June 2008 - Present
Wells Fargo Corporate Trust 2000 - 2008
Education
University of Connecticut 1968 — 1972
Bachelor of Science, Business Administration
Raymond Hamelin Raymond Hamelin's Wilmington Trust Experience January 2009 - 2011
Job Cash Management Coordinator at University of Delaware
Industry Financial Services
Experience
University of Delaware August 2015 - Present
JP Morgan October 2012 - July 2015
M&T Bank January 2011 - July 2012
Wilmington Trust January 2009 - 2011
Wilmington Trust 2004 - 2008
Wilmington Trust 2000 - 2004
Wilmington Trust 1995 - 1999
Wilmington Trust 1990 - 1995
Skills
Data Analysis, Accounting, Business Analysis, Process Improvement, Finance, Cross-functional Team..., Bloomberg, Global Plus, Access, Microsoft Office, Management, Software Documentation, Data Mapping, Technical Liaison, Financial Accounting, Query Writing, Problem Solving, Investment Accounting, Attention To Detail, Communication, Cash Management
Education
University of Delaware 1985 — 1990
BS, Accounting
University of Delaware August 2015 - Present
JP Morgan October 2012 - July 2015
M&T Bank January 2011 - July 2012
Wilmington Trust January 2009 - 2011
Wilmington Trust 2004 - 2008
Wilmington Trust 2000 - 2004
Wilmington Trust 1995 - 1999
Wilmington Trust 1990 - 1995
Skills
Data Analysis, Accounting, Business Analysis, Process Improvement, Finance, Cross-functional Team..., Bloomberg, Global Plus, Access, Microsoft Office, Management, Software Documentation, Data Mapping, Technical Liaison, Financial Accounting, Query Writing, Problem Solving, Investment Accounting, Attention To Detail, Communication, Cash Management
Education
University of Delaware 1985 — 1990
BS, Accounting
John Deleray John Deleray's Wilmington Trust Experience August 2011 - Present
Job VP, Wilmington Trust
Industry Banking
Experience
Wilmington Trust August 2011 - Present
Wells Fargo Bank August 1999 - August 2011
Harris Trust Company April 1997 - August 1999
Skills
Corporate Trust, Bonds, Escrow, Financial Services, Securities, Fixed Income, New Business Development, Capital Markets, Portfolio Management, Banking, Credit, Investments, Investment Banking, Risk Management, Asset Managment, Financial Analysis, Financial Modeling
Education
University of Colorado Boulder 1986 — 1989
BA, Economics
Steamboat Springs High School
Wilmington Trust August 2011 - Present
Wells Fargo Bank August 1999 - August 2011
Harris Trust Company April 1997 - August 1999
Skills
Corporate Trust, Bonds, Escrow, Financial Services, Securities, Fixed Income, New Business Development, Capital Markets, Portfolio Management, Banking, Credit, Investments, Investment Banking, Risk Management, Asset Managment, Financial Analysis, Financial Modeling
Education
University of Colorado Boulder 1986 — 1989
BA, Economics
Steamboat Springs High School
Patricia (Sierer) Hensey Patricia (Sierer) Hensey's Wilmington Trust Experience January 2008 - June 2011
Job Relationship Associate at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International 2014 - Present
Christiana Care Health System 2013 - 2014
21st Century Insurance June 2011 - May 2013
Wilmington Trust January 2008 - June 2011
Wilmington Trust Company June 2007 - January 2008
Wilmington Trust Company October 1999 - June 2007
Wilmington Trust Company January 1998 - October 1999
First Interstate Bank of Texas 1989 - 1991
Skills
Employee Relations, Talent Management, Performance Management, Recruiting, Applicant Tracking..., Human Resources, Financial Services, Coaching, Personnel Management, Employee Benefits, Deferred Compensation, Policy, Career Development, Onboarding, Succession Planning
Education
University of Delaware 1982 — 1986
Bachelor's, Business Administration
Fiduciary Trust Company International 2014 - Present
Christiana Care Health System 2013 - 2014
21st Century Insurance June 2011 - May 2013
Wilmington Trust January 2008 - June 2011
Wilmington Trust Company June 2007 - January 2008
Wilmington Trust Company October 1999 - June 2007
Wilmington Trust Company January 1998 - October 1999
First Interstate Bank of Texas 1989 - 1991
Skills
Employee Relations, Talent Management, Performance Management, Recruiting, Applicant Tracking..., Human Resources, Financial Services, Coaching, Personnel Management, Employee Benefits, Deferred Compensation, Policy, Career Development, Onboarding, Succession Planning
Education
University of Delaware 1982 — 1986
Bachelor's, Business Administration
Laura Pitsikoulis Laura Pitsikoulis's Wilmington Trust Experience January 2005 - May 2011
Job Owner at Big Frog Custom TShirts & More
Industry Retail
Experience
Big Frog Custom T-Shirts & More February 2015 - Present
Girl Talk January 2009 - February 2015
Stadion Money Management March 2014 - September 2014
M&T Securities June 2011 - December 2013
Wilmington Trust January 2005 - May 2011
Balentine and Co April 1995 - January 2005
Sterne Agee 1990 - 1995
Johnson Lane 1986 - 1989
Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management
Education
The University of Georgia 1979 — 1983
BA, Journalism and Communication
Big Frog Custom T-Shirts & More February 2015 - Present
Girl Talk January 2009 - February 2015
Stadion Money Management March 2014 - September 2014
M&T Securities June 2011 - December 2013
Wilmington Trust January 2005 - May 2011
Balentine and Co April 1995 - January 2005
Sterne Agee 1990 - 1995
Johnson Lane 1986 - 1989
Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management
Education
The University of Georgia 1979 — 1983
BA, Journalism and Communication
Glenn Starr Glenn Starr's Wilmington Trust Experience August 1987 - January 1993
Job Senior Equities Trader at Gardner Lewis Asset Management
Industry Investment Management
Experience
Gardner Lewis Asset Management February 1993 - Present
Wilmington Trust August 1987 - January 1993
Skills
Finance, Investments, Hedge Funds, Securities
Education
University of Delaware 1983 — 1987
BS, Finance and Economics
Gardner Lewis Asset Management February 1993 - Present
Wilmington Trust August 1987 - January 1993
Skills
Finance, Investments, Hedge Funds, Securities
Education
University of Delaware 1983 — 1987
BS, Finance and Economics
Dwight Miller Dwight Miller's Wilmington Trust Experience April 2002 - March 2006
Job Project Manager
Industry Consumer Services
Experience
AAA Mid-Atlantic December 2014 - Present
UPS Supply Chain Solutions April 2006 - December 2014
Wilmington Trust April 2002 - March 2006
Discover Card November 1998 - February 2002
Skills
Call Center management, Quality Assurance..., A, Auditing -..., Screenplays - writer, Call Centers, Process Improvement, Management, Software Documentation, Operations Management, Quality Assurance
Education
University of Delaware 1999 — 2003
Bachelor of Science (BS), History
AAA Mid-Atlantic December 2014 - Present
UPS Supply Chain Solutions April 2006 - December 2014
Wilmington Trust April 2002 - March 2006
Discover Card November 1998 - February 2002
Skills
Call Center management, Quality Assurance..., A, Auditing -..., Screenplays - writer, Call Centers, Process Improvement, Management, Software Documentation, Operations Management, Quality Assurance
Education
University of Delaware 1999 — 2003
Bachelor of Science (BS), History
Theodore (Ted) Carlson Theodore (Ted) Carlson's Wilmington Trust Experience January 2014 - Present
Job Vice President, Wilmington Family Office at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2014 - Present
ParenteBeard LLC June 2012 - January 2014
JPMorgan Chase June 1996 - May 2012
PwC October 1991 - June 1996
JPMorgan Chase January 1991 - October 1991
Master, Sidlow & Associates, P. A. July 1987 - December 1990
Skills
Tax, Income Tax, Accounting, Tax Preparation, CPA, Tax Accounting, Tax Returns, Trusts, Financial Accounting, Financial Analysis, Small Business
Education
Widener University 1991 — 1993
Master of Science (MS) with honors, Taxation
The University of North Dakota 1980 — 1984
Bachelor of Business Administration, Accounting
Wilmington Trust January 2014 - Present
ParenteBeard LLC June 2012 - January 2014
JPMorgan Chase June 1996 - May 2012
PwC October 1991 - June 1996
JPMorgan Chase January 1991 - October 1991
Master, Sidlow & Associates, P. A. July 1987 - December 1990
Skills
Tax, Income Tax, Accounting, Tax Preparation, CPA, Tax Accounting, Tax Returns, Trusts, Financial Accounting, Financial Analysis, Small Business
Education
Widener University 1991 — 1993
Master of Science (MS) with honors, Taxation
The University of North Dakota 1980 — 1984
Bachelor of Business Administration, Accounting
Nicole Stuart's Wilmington Trust Experience July 1999 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust July 1999 - Present
Wilmington Trust February 1998 - July 1999
Skills
Commercial Lending, Banking, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Wealth Management, Commercial Banking, Commercial Mortgages, Loan Origination, Treasury Management, Underwriting, Asset Based Lending, Portfolio Management
Education
University of Colorado at Boulder
B.S., Business
Wilmington Trust July 1999 - Present
Wilmington Trust February 1998 - July 1999
Skills
Commercial Lending, Banking, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Wealth Management, Commercial Banking, Commercial Mortgages, Loan Origination, Treasury Management, Underwriting, Asset Based Lending, Portfolio Management
Education
University of Colorado at Boulder
B.S., Business
Jay Carey Jay Carey's Wilmington Trust Experience June 1980 - November 2010
Job Senior Staff Specialist Networking M&T Bank
Industry Financial Services
Experience
M&T Bank November 2010 - December 2014
Wilmington Trust June 1980 - November 2010
Skills
Cisco Technologies, Switches, Troubleshooting, IP, WAN, Network Architecture, Integration, Citrix, Active Directory, Networking
Education
University of Delaware 1974 — 1979
BS Business Administration, Operations Management
M&T Bank November 2010 - December 2014
Wilmington Trust June 1980 - November 2010
Skills
Cisco Technologies, Switches, Troubleshooting, IP, WAN, Network Architecture, Integration, Citrix, Active Directory, Networking
Education
University of Delaware 1974 — 1979
BS Business Administration, Operations Management
Kevin Sirman Kevin Sirman's Wilmington Trust Experience April 1976 - December 2002
Job Experienced Sales Managment
Industry Consumer Goods
Experience
Independent Cigar Consultant October 2011 - Present
Penn-Del Neuropathy Network Support Group May 2011 - Present
Consulting Clients on Account Receivable Management 2011 - Present
Your Finger Tips January 2006 - Present
James Stevens and Daniels January 2009 - September 2011
Home Depot January 2009 - September 2010
NCO Financial Systems January 2002 - January 2009
Wilmington Trust April 1976 - December 2002
Skills
B2B, Customer Retention, Account Management, Sales Management, New Business Development, Team Building, Sales, Negotiation, Direct Sales, Cold Calling, Operations Management, Credit, Debt Settlement, Social Media Marketing, Credit Cards, Banking, Sales Presentations, Thinking Outside The Box, Microsoft Excel, Business Development..., Marketing Strategy, Selling, Repossessions, Cigars, Management, VAS, International..., Customer Service, Leadership, Strategic Planning, Coaching, Problematic Debt..., Executive Team Coaching, Great Listener, Value Added Service, Salesforce.com, Strategic Partnerships, Sales Process, Sales Operations, CRM, Financial Services, Call Centers, Lead Generation, Executive Management, Business Development, Marketing, Business Strategy, Retail, Business Planning, Budgets
Education
Dale Carnegie Sales Management 1976 — 1978
Certificate
American Institute of Banking 1974 — 1976
AIB Certificate, Banking and Financial Support Services
University of Delaware 1972 — 1974
Business Administration and Management, General
Seaford Senior High School 1969 — 1972
High School, Academic
Independent Cigar Consultant October 2011 - Present
Penn-Del Neuropathy Network Support Group May 2011 - Present
Consulting Clients on Account Receivable Management 2011 - Present
Your Finger Tips January 2006 - Present
James Stevens and Daniels January 2009 - September 2011
Home Depot January 2009 - September 2010
NCO Financial Systems January 2002 - January 2009
Wilmington Trust April 1976 - December 2002
Skills
B2B, Customer Retention, Account Management, Sales Management, New Business Development, Team Building, Sales, Negotiation, Direct Sales, Cold Calling, Operations Management, Credit, Debt Settlement, Social Media Marketing, Credit Cards, Banking, Sales Presentations, Thinking Outside The Box, Microsoft Excel, Business Development..., Marketing Strategy, Selling, Repossessions, Cigars, Management, VAS, International..., Customer Service, Leadership, Strategic Planning, Coaching, Problematic Debt..., Executive Team Coaching, Great Listener, Value Added Service, Salesforce.com, Strategic Partnerships, Sales Process, Sales Operations, CRM, Financial Services, Call Centers, Lead Generation, Executive Management, Business Development, Marketing, Business Strategy, Retail, Business Planning, Budgets
Education
Dale Carnegie Sales Management 1976 — 1978
Certificate
American Institute of Banking 1974 — 1976
AIB Certificate, Banking and Financial Support Services
University of Delaware 1972 — 1974
Business Administration and Management, General
Seaford Senior High School 1969 — 1972
High School, Academic
Adam Laskowski Adam Laskowski's Wilmington Trust Experience 2005 - 2009
Job Systems Analyst at ARAMARK
Industry Information Technology and Services
Experience
Aramark Systems AnalystARAMARKFebruary 2012 - Present
Resources for Human Development May 2009 - February 2012
A few cover bands January 2002 - January 2009
Wilmington Trust 2005 - 2009
Skills
Consulting, Integration, SQL, .NET, SDLC, Business Analysis, Project Management, Leadership, Business Intelligence, Software Documentation, Vendor Management, Team Leadership, Process Improvement, Management, IT Management, Architecture, Microsoft SQL Server
Education
University of Delaware 2000 — 2005
BS, Computer Science
University of Delaware 2000 — 2004
BS, Computer Science
Aramark Systems AnalystARAMARKFebruary 2012 - Present
Resources for Human Development May 2009 - February 2012
A few cover bands January 2002 - January 2009
Wilmington Trust 2005 - 2009
Skills
Consulting, Integration, SQL, .NET, SDLC, Business Analysis, Project Management, Leadership, Business Intelligence, Software Documentation, Vendor Management, Team Leadership, Process Improvement, Management, IT Management, Architecture, Microsoft SQL Server
Education
University of Delaware 2000 — 2005
BS, Computer Science
University of Delaware 2000 — 2004
BS, Computer Science
Leigh H. Weiss Leigh H. Weiss's Wilmington Trust Experience 2010 - Present
Job Managing Director, Endowments & Foundations at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust 2010 - Present
Bank of America 2007 - 2010
US Trust 1993 - 2007
Goldman Sachs 1981 - 1993
Oppenheimer & Co. 1977 - 1979
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
B.S. in Economics, Finance
Wilmington Trust 2010 - Present
Bank of America 2007 - 2010
US Trust 1993 - 2007
Goldman Sachs 1981 - 1993
Oppenheimer & Co. 1977 - 1979
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
B.S. in Economics, Finance
Joseph Alliegro Joseph Alliegro's Wilmington Trust Experience 1999 - June 2011
Job Associate Director at CEB
Industry Financial Services
Experience
CEB September 2014 - Present
M&T Bank June 2011 - September 2014
Wilmington Trust 1999 - June 2011
Juniper Bank October 2000 - October 2001
Wilmington Trust July 1999 - October 2000
PSE&G 1994 - 1999
Security Instruments Corp 1992 - 1994
Skills
Windows Server 2008, Citrix, VMware ESX, Visual Studio, Change Leadership, SharePoint, Application Lifecycle..., Requirements Analysis, Strategic Planning, Business Analysis, IT Audit, PMO, Information Security, PMP, Change Management, ITIL, Business Continuity, Windows Server, Cloud Computing, Vendor Management, Security, SOA, Waterfall, Financial Services, Disaster Recovery, Business Process..., Project Portfolio..., Business Intelligence, Incident Management, IT Strategy, Process Improvement, IT Service Management, Risk Management, Microsoft SQL Server, Outsourcing, IT Operations, Release Management, Project Management, Information Security..., VMware, Integration, Software Project..., Service Delivery, Information Technology, IT Management, Problem Management, Enterprise Architecture, Program Management, Portfolio Management, Data Center
Education
University of Delaware 1996 — 2000
MBA, Business
University of Delaware 1988 — 1992
Bachelors, Electrical Engineering
Pennsville High School 1985 — 1988
CEB September 2014 - Present
M&T Bank June 2011 - September 2014
Wilmington Trust 1999 - June 2011
Juniper Bank October 2000 - October 2001
Wilmington Trust July 1999 - October 2000
PSE&G 1994 - 1999
Security Instruments Corp 1992 - 1994
Skills
Windows Server 2008, Citrix, VMware ESX, Visual Studio, Change Leadership, SharePoint, Application Lifecycle..., Requirements Analysis, Strategic Planning, Business Analysis, IT Audit, PMO, Information Security, PMP, Change Management, ITIL, Business Continuity, Windows Server, Cloud Computing, Vendor Management, Security, SOA, Waterfall, Financial Services, Disaster Recovery, Business Process..., Project Portfolio..., Business Intelligence, Incident Management, IT Strategy, Process Improvement, IT Service Management, Risk Management, Microsoft SQL Server, Outsourcing, IT Operations, Release Management, Project Management, Information Security..., VMware, Integration, Software Project..., Service Delivery, Information Technology, IT Management, Problem Management, Enterprise Architecture, Program Management, Portfolio Management, Data Center
Education
University of Delaware 1996 — 2000
MBA, Business
University of Delaware 1988 — 1992
Bachelors, Electrical Engineering
Pennsville High School 1985 — 1988
J. Christopher Bowen J. Christopher Bowen's Wilmington Trust Experience July 2000 - August 2008
Job Investment Advisor at Intercarolina Financial Services
Industry Financial Services
Experience
Intercarolina Financial Services August 2010 - August 2011
Boy Scouts of America January 2010 - January 2011
Wake Interfaith Disaster Team 2011 - 2011
Wilmington Trust July 2000 - August 2008
wilmington brokerage services 2000 - 2008
Delaware Technical & Community College September 1994 - May 2001
Skills
Investments, Leadership, Fundraising, Research, Economics, Mutual Funds, Portfolio Management, Compliance, Non-profits, Microsoft Office, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1998
University of Delaware 1990 — 1997
Masters, Political Science
University of Delaware 1986 — 1990
BA, International Relations and History
Intercarolina Financial Services August 2010 - August 2011
Boy Scouts of America January 2010 - January 2011
Wake Interfaith Disaster Team 2011 - 2011
Wilmington Trust July 2000 - August 2008
wilmington brokerage services 2000 - 2008
Delaware Technical & Community College September 1994 - May 2001
Skills
Investments, Leadership, Fundraising, Research, Economics, Mutual Funds, Portfolio Management, Compliance, Non-profits, Microsoft Office, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1998
University of Delaware 1990 — 1997
Masters, Political Science
University of Delaware 1986 — 1990
BA, International Relations and History
Todd Winchel Todd Winchel's Wilmington Trust Experience September 2014 - Present
Job Vice President Global Capital Markets Insurance Collateral Solutions at Wilmington Trust
Industry Banking
Experience
Wilmington Trust September 2014 - Present
Wells Fargo October 2005 - September 2014
BNY Mellon 2001 - 2005
Bankers Trust Co. June 1986 - October 1995
Skills
Commercial Banking, Banking, Reinsurance, Captives, Bermuda SPVs, Reg 114 Trusts, Management, Sales Management, Divisional Management, Structured Finance, Financial Services, Capital Markets, Derivatives, Alternative Investments, Financial Markets, Business Relationship..., Relationship Management, Bonds, Securities, Securitization, Corporate Trust, Financial Institutions, Fixed Income, Insurance, Project Finance, Risk Management
Education
SUNY at Buffalo
Bachelor of Science, Business Administration and Management, General
Wilmington Trust September 2014 - Present
Wells Fargo October 2005 - September 2014
BNY Mellon 2001 - 2005
Bankers Trust Co. June 1986 - October 1995
Skills
Commercial Banking, Banking, Reinsurance, Captives, Bermuda SPVs, Reg 114 Trusts, Management, Sales Management, Divisional Management, Structured Finance, Financial Services, Capital Markets, Derivatives, Alternative Investments, Financial Markets, Business Relationship..., Relationship Management, Bonds, Securities, Securitization, Corporate Trust, Financial Institutions, Fixed Income, Insurance, Project Finance, Risk Management
Education
SUNY at Buffalo
Bachelor of Science, Business Administration and Management, General
Gary R. Paulish Gary R. Paulish's Wilmington Trust Experience 2005 - 2006
Job Fullstack Developer, Cloud Architect, and Systems Engineer
Industry Information Technology and Services
Experience
Consultant January 2014 - July 2015
Qnectus March 2009 - January 2014
DSi Technologies, Inc. December 2005 - March 2009
Eclipsys 2006 - 2007
Wilmington Trust 2005 - 2006
MBNA 1999 - 2005
Skills
SOA, Cloud Computing, DaaS, IaaS, PaaS, Software Engineering, Multitenancy, VMware, .NET, C#, ASP.NET MVC, F#, XAML, WPF, ADO.NET, Microsoft SQL Server, IIS, HTML, jQuery, Silverlight, WCF, REST, SOAP, JSON, TypeScript, Citrix, XenApp, XenDesktop, Citrix PVS, Visual Studio Team..., Android Development, Citrix Metaframe, Virtualization, Enterprise Architecture, Data as a Service, Distributed Systems, Solution Architecture, Java, Apache, CSS, Visual Basic, JavaScript, Active Directory, ASP.NET, Managed Services, System Architecture, Microsoft Technologies, Agile Methodologies, SaaS, Management
Education
University of Delaware 2001 — 2005
Computer Science
Consultant January 2014 - July 2015
Qnectus March 2009 - January 2014
DSi Technologies, Inc. December 2005 - March 2009
Eclipsys 2006 - 2007
Wilmington Trust 2005 - 2006
MBNA 1999 - 2005
Skills
SOA, Cloud Computing, DaaS, IaaS, PaaS, Software Engineering, Multitenancy, VMware, .NET, C#, ASP.NET MVC, F#, XAML, WPF, ADO.NET, Microsoft SQL Server, IIS, HTML, jQuery, Silverlight, WCF, REST, SOAP, JSON, TypeScript, Citrix, XenApp, XenDesktop, Citrix PVS, Visual Studio Team..., Android Development, Citrix Metaframe, Virtualization, Enterprise Architecture, Data as a Service, Distributed Systems, Solution Architecture, Java, Apache, CSS, Visual Basic, JavaScript, Active Directory, ASP.NET, Managed Services, System Architecture, Microsoft Technologies, Agile Methodologies, SaaS, Management
Education
University of Delaware 2001 — 2005
Computer Science
Tywanda L. Howie Tywanda L. Howie's Wilmington Trust Experience July 2004 - September 2011
Job Associate Director of Development Communications at University of Delaware
Industry Public Relations and Communications
Experience
University of Delaware March 2015 - Present
Naturally Redefined 2009 - Present
United Way of Delaware November 2011 - March 2015
Wilmington Trust July 2004 - September 2011
Wilmington Trust Company March 2007 - September 2007
Wilmington Trust Company July 2004 - March 2007
Skills
Microsoft Office, Social Media Marketing, Marketing Management, Email Marketing, Writing, Creative Writing, Resume Writing, Public Speaking, Public Relations, Published Author, Non-profits, Marketing Communications, PowerPoint, Web Content, Marketing, Event Planning, Editing, Coaching, Leadership, Customer Service, Press Releases, Blogging, Small Business, Nonprofits, Time Management, Project Management, Newsletters, Social Media, Research, Training, Community Outreach, Copywriting, Event Management, Facebook, Fundraising, Journalism, Leadership Development, Marketing Strategy, Media Relations, Microsoft Excel, Online Marketing, Policy, Program Management, Social Networking, Strategic Planning, Sales, Administration, CRM, Spanish, Advertising
Education
Wilmington University 2008 — 2010
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.9
University of Delaware 2000 — 2004
Bachelors, English with Journalism concentration
Glasgow High School 1996 — 2000
Diploma of Distinction, High School/Secondary Diplomas and Certificates
University of Delaware March 2015 - Present
Naturally Redefined 2009 - Present
United Way of Delaware November 2011 - March 2015
Wilmington Trust July 2004 - September 2011
Wilmington Trust Company March 2007 - September 2007
Wilmington Trust Company July 2004 - March 2007
Skills
Microsoft Office, Social Media Marketing, Marketing Management, Email Marketing, Writing, Creative Writing, Resume Writing, Public Speaking, Public Relations, Published Author, Non-profits, Marketing Communications, PowerPoint, Web Content, Marketing, Event Planning, Editing, Coaching, Leadership, Customer Service, Press Releases, Blogging, Small Business, Nonprofits, Time Management, Project Management, Newsletters, Social Media, Research, Training, Community Outreach, Copywriting, Event Management, Facebook, Fundraising, Journalism, Leadership Development, Marketing Strategy, Media Relations, Microsoft Excel, Online Marketing, Policy, Program Management, Social Networking, Strategic Planning, Sales, Administration, CRM, Spanish, Advertising
Education
Wilmington University 2008 — 2010
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.9
University of Delaware 2000 — 2004
Bachelors, English with Journalism concentration
Glasgow High School 1996 — 2000
Diploma of Distinction, High School/Secondary Diplomas and Certificates
Cheryl Emory Cheryl Emory's Wilmington Trust Experience January 1989 - January 1994
Job Assistant Vice President/Retail Office Manager at WSFS Bank
Industry Banking
Experience
WSFS Bank May 2004 - Present
Roxbourgh Manyank Bank January 1996 - March 2003
Wilmington Trust January 1989 - January 1994
Skills
Nonprofits, Strategic Planning, Internal Communications, Microsoft Office, Marketing Communications, Team Building, Sales, Negotiation, Project Management, Budgets, Microsoft Excel, Customer Service, Public Speaking, New Business Development, Financial Analysis, Sales Management, Real Estate, Management, Strategy, Marketing Strategy, Account Management, Investments, Cross Selling, Business Strategy, Public Relations
Education
University of Delaware 1970 — 1973
Bachelor of Education (B.Ed.)and Special Education, Elementary Ed and Special Education
Brandywine High School 1967 — 1969
WSFS Bank May 2004 - Present
Roxbourgh Manyank Bank January 1996 - March 2003
Wilmington Trust January 1989 - January 1994
Skills
Nonprofits, Strategic Planning, Internal Communications, Microsoft Office, Marketing Communications, Team Building, Sales, Negotiation, Project Management, Budgets, Microsoft Excel, Customer Service, Public Speaking, New Business Development, Financial Analysis, Sales Management, Real Estate, Management, Strategy, Marketing Strategy, Account Management, Investments, Cross Selling, Business Strategy, Public Relations
Education
University of Delaware 1970 — 1973
Bachelor of Education (B.Ed.)and Special Education, Elementary Ed and Special Education
Brandywine High School 1967 — 1969
Jim Klabe Jim Klabe's Wilmington Trust Experience 1998 - Present
Job Administrative Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 1998 - Present
Bank of Delaware / PNC Bank 1978 - 1998
Skills
Marketing, Brand Management, Direct Marketing, Banking, Account Management, Customer Acquisition, Strategic Planning, Integrated Marketing, Financial Services, Marketing Communications, Marketing Management, Mutual Funds, Wealth Management, Analytics
Education
University of Delaware
Wilmington Trust 1998 - Present
Bank of Delaware / PNC Bank 1978 - 1998
Skills
Marketing, Brand Management, Direct Marketing, Banking, Account Management, Customer Acquisition, Strategic Planning, Integrated Marketing, Financial Services, Marketing Communications, Marketing Management, Mutual Funds, Wealth Management, Analytics
Education
University of Delaware
Diane Sparks Diane Sparks's Wilmington Trust Experience November 1990 - April 2011
Job Risk Officer M&T Bank
Industry Banking
Experience
M&T Bank April 2011 - Present
Wilmington Trust November 1990 - April 2011
Wilmington Trust 2003 - 2011
Wilmington Trust Company 1987 - 2011
Wilmington Trust 1987 - 2011
AIG 2000 - 2003
Wilmignton Trust 1987 - January 2000
Skills
Risk Management, Banking, Loans, Credit, Leadership, Portfolio Management, Retail Banking, Commercial Banking, Insurance, Financial Risk, Vendor Management, Call Centers, Process Improvement, AML, Fraud, Bank Secrecy Act, OFAC, Internal Controls, KYC, Due Diligence, Commercial Lending, Financial Services, Credit Analysis, Analysis, Consumer Lending, Operational Risk..., Credit Risk, Enterprise Risk..., Treasury Management, Small Business Lending, Relationship Management, Credit Cards, Securities, Operational Risk, Cash Management, Mortgage Lending, Mutual Funds, Wealth Management, Financial Analysis, Underwriting, Investments, Strategic Financial..., Loan Origination, Finance, Asset Management, Structured Finance, Executive Management, Bonds, Management, Business Analysis
Education
University of Virginia 1993 — 1995
Graduate Degree, Retail Bank Management through Consumer Banking Association
University of Delaware 1976 — 1980
Bachelor of Science, Pre-Law, Criminal Justice
M&T Bank April 2011 - Present
Wilmington Trust November 1990 - April 2011
Wilmington Trust 2003 - 2011
Wilmington Trust Company 1987 - 2011
Wilmington Trust 1987 - 2011
AIG 2000 - 2003
Wilmignton Trust 1987 - January 2000
Skills
Risk Management, Banking, Loans, Credit, Leadership, Portfolio Management, Retail Banking, Commercial Banking, Insurance, Financial Risk, Vendor Management, Call Centers, Process Improvement, AML, Fraud, Bank Secrecy Act, OFAC, Internal Controls, KYC, Due Diligence, Commercial Lending, Financial Services, Credit Analysis, Analysis, Consumer Lending, Operational Risk..., Credit Risk, Enterprise Risk..., Treasury Management, Small Business Lending, Relationship Management, Credit Cards, Securities, Operational Risk, Cash Management, Mortgage Lending, Mutual Funds, Wealth Management, Financial Analysis, Underwriting, Investments, Strategic Financial..., Loan Origination, Finance, Asset Management, Structured Finance, Executive Management, Bonds, Management, Business Analysis
Education
University of Virginia 1993 — 1995
Graduate Degree, Retail Bank Management through Consumer Banking Association
University of Delaware 1976 — 1980
Bachelor of Science, Pre-Law, Criminal Justice
Jeffrey Seling, CPA Jeffrey Seling, CPA's Wilmington Trust Experience June 2007 - Present
Job Vice President Fund Administration & Advisor Operations at Wilmington Trust
Industry Banking
Experience
Wilmington Trust June 2007 - Present
Wells Fargo December 2004 - May 2007
JP Morgan Chase March 2003 - December 2004
Deutsche Bank July 1998 - September 2002
Seling & Associates Inc September 1995 - July 1998
Skills
Fund Administration, Banking, Investments, Securities, Mutual Funds, Equities, Credit, Wealth Management, Relationship Management, Loans, Commercial Banking, Financial Services, Finance, Capital Markets, Hedge Funds
Education
University of Baltimore 1999 — 2002
Masters, Taxation
Towson University 1990 — 1992
Bachelors, Economics
University of Maryland Baltimore County 1988 — 1990
Calvert Hall High School 1984 — 1988
Wilmington Trust June 2007 - Present
Wells Fargo December 2004 - May 2007
JP Morgan Chase March 2003 - December 2004
Deutsche Bank July 1998 - September 2002
Seling & Associates Inc September 1995 - July 1998
Skills
Fund Administration, Banking, Investments, Securities, Mutual Funds, Equities, Credit, Wealth Management, Relationship Management, Loans, Commercial Banking, Financial Services, Finance, Capital Markets, Hedge Funds
Education
University of Baltimore 1999 — 2002
Masters, Taxation
Towson University 1990 — 1992
Bachelors, Economics
University of Maryland Baltimore County 1988 — 1990
Calvert Hall High School 1984 — 1988
Kimberly Faulhaber's Wilmington Trust Experience March 2002 - May 2007
Job Executive Assistant at OnAir Promotion, CBS Television
Industry Entertainment
Experience
CBS Corporation October 2008 - Present
Big M Inc. May 2007 - March 2008
Wilmington Trust March 2002 - May 2007
Skills
Organization, Microsoft Office, Microsoft Word, Mac, Social Media, Research, Communication, Phone Etiquette, Meeting Scheduling, Typing, Microsoft Excel, Creative Writing, Proofreading, Copy Editing, Transcribing, Blogging, Analysis, QuickBooks, Editing, Process Scheduler, Customer Service, Video, Social Networking, Television, Video Production, Entertainment, Event Planning
Education
Connecticut School of Broadcasting 2000 — 2001
Towson University 1994 — 1997
Bachelor of Science (BS), Mass Communication/Media Studies
Connecticut School of Broadcasting
CBS Corporation October 2008 - Present
Big M Inc. May 2007 - March 2008
Wilmington Trust March 2002 - May 2007
Skills
Organization, Microsoft Office, Microsoft Word, Mac, Social Media, Research, Communication, Phone Etiquette, Meeting Scheduling, Typing, Microsoft Excel, Creative Writing, Proofreading, Copy Editing, Transcribing, Blogging, Analysis, QuickBooks, Editing, Process Scheduler, Customer Service, Video, Social Networking, Television, Video Production, Entertainment, Event Planning
Education
Connecticut School of Broadcasting 2000 — 2001
Towson University 1994 — 1997
Bachelor of Science (BS), Mass Communication/Media Studies
Connecticut School of Broadcasting
Diana Ruffin Diana Ruffin's Wilmington Trust Experience January 2008 - September 2011
Job HR Generalist at Arlon
Industry Human Resources
Experience
Arlon, LLC September 2012 - Present
Wilmington Trust January 2008 - September 2011
Wilmington Trust November 2006 - January 2008
Happy Harry's December 2004 - November 2006
Skills
Compensation..., Human Resources, Teamwork, Administration, Compensation, Analysis, Employee Relations, Recruiting
Education
University of Delaware 2000 — 2004
B.S., Human Services, Education & Public Policy
Arlon, LLC September 2012 - Present
Wilmington Trust January 2008 - September 2011
Wilmington Trust November 2006 - January 2008
Happy Harry's December 2004 - November 2006
Skills
Compensation..., Human Resources, Teamwork, Administration, Compensation, Analysis, Employee Relations, Recruiting
Education
University of Delaware 2000 — 2004
B.S., Human Services, Education & Public Policy
John Leitz's Wilmington Trust Experience June 2005 - July 2006
Job Manager Risk Assurance at PwC
Industry Accounting
Experience
PwC August 2012 - Present
PricewaterhouseCoopers September 2009 - August 2012
PricewaterhouseCoopers July 2006 - September 2009
Wilmington Trust June 2005 - July 2006
Skills
Audit, Accounting, Auditing, Internal Controls, Oracle E-Business Suite, Compliance, Internal Audit, ERP, IT Audit, Assurance, SAS70, US GAAP, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley
Education
University of Delaware 2003 — 2006
Bachelor of Science (BS), Accounting
PwC August 2012 - Present
PricewaterhouseCoopers September 2009 - August 2012
PricewaterhouseCoopers July 2006 - September 2009
Wilmington Trust June 2005 - July 2006
Skills
Audit, Accounting, Auditing, Internal Controls, Oracle E-Business Suite, Compliance, Internal Audit, ERP, IT Audit, Assurance, SAS70, US GAAP, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley
Education
University of Delaware 2003 — 2006
Bachelor of Science (BS), Accounting
Philip Wohlfort, CIMA, CFP Philip Wohlfort, CIMA, CFP's Wilmington Trust Experience October 2001 - May 2015
Job Institutional Investment Advisory Services Sales & Marketing
Industry Investment Management
Experience
Wilmington Trust October 2001 - May 2015
Education
Towson University
BA, Economics, Business Adminstration
Wilmington Trust October 2001 - May 2015
Education
Towson University
BA, Economics, Business Adminstration
Kenneth 'Corky' Carter Kenneth 'Corky' Carter's Wilmington Trust Experience May 2012 - June 2012
Job Insurance Advisor at New Beginning Financial Group, LLC
Industry Financial Services
Experience
Goodwill/Easter Seals June 2012 - Present
New Beginning Financial Group, LLC May 2012 - Present
Wilmington Trust May 2012 - June 2012
Wells Fargo Insurance December 2011 - April 2012
North Star Resource Group October 2010 - June 2011
HB Fuller January 2007 - January 2010
Mesaba Airlines March 2006 - December 2006
3M May 2005 - February 2006
Green Tree Servicing February 2001 - September 2004
St. Paul Travelers August 1998 - February 2001
Skills
Financial Analysis, Strategic Financial..., Process Improvement, Financial Reporting, Access, Budgets, Accounting, Forecasting, Analysis, Insurance, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, PeopleSoft, Business Analysis, Outlook, Microsoft Office, Finance, Auditing, Coaching
Education
University of Arkansas at Pine Bluff 1992 — 1997
Bachelor of Science (B.S.), Accounting
Goodwill/Easter Seals June 2012 - Present
New Beginning Financial Group, LLC May 2012 - Present
Wilmington Trust May 2012 - June 2012
Wells Fargo Insurance December 2011 - April 2012
North Star Resource Group October 2010 - June 2011
HB Fuller January 2007 - January 2010
Mesaba Airlines March 2006 - December 2006
3M May 2005 - February 2006
Green Tree Servicing February 2001 - September 2004
St. Paul Travelers August 1998 - February 2001
Skills
Financial Analysis, Strategic Financial..., Process Improvement, Financial Reporting, Access, Budgets, Accounting, Forecasting, Analysis, Insurance, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, PeopleSoft, Business Analysis, Outlook, Microsoft Office, Finance, Auditing, Coaching
Education
University of Arkansas at Pine Bluff 1992 — 1997
Bachelor of Science (B.S.), Accounting
Andrea Spahr Andrea Spahr's Wilmington Trust Experience March 2010 - Present
Job Vice President, Marketing Manager, Family Wealth Group at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2010 - Present
Wilmington Trust 2002 - Present
Wilmington Trust November 2004 - April 2007
YWCA Delaware November 2003 - November 2004
Skills
Email Marketing, Marketing, Lead Generation, Leadership, Management, Strategic Planning, Newsletters, Fundraising, Sales, Budgets, Advertising, Banking, Financial Services, Investment Advisory, Marketing Strategy, Portfolio Management, Strategy, Wealth Management
Education
University of Delaware 2000 — 2002
MPA, Public Administration and Nonprofit Leadership
University of Delaware 1994 — 1998
BS, Biology w/ minor in Spanish
Wilmington Trust March 2010 - Present
Wilmington Trust 2002 - Present
Wilmington Trust November 2004 - April 2007
YWCA Delaware November 2003 - November 2004
Skills
Email Marketing, Marketing, Lead Generation, Leadership, Management, Strategic Planning, Newsletters, Fundraising, Sales, Budgets, Advertising, Banking, Financial Services, Investment Advisory, Marketing Strategy, Portfolio Management, Strategy, Wealth Management
Education
University of Delaware 2000 — 2002
MPA, Public Administration and Nonprofit Leadership
University of Delaware 1994 — 1998
BS, Biology w/ minor in Spanish
Stephen O'Neal Stephen O'Neal's Wilmington Trust Experience May 2015 - Present
Job Global Finance Industry Executive | Experienced Leader | Problem Solver
Industry Financial Services
Experience
Wilmington Trust May 2015 - Present
BNY Mellon June 2004 - May 2014
First American Bank January 2000 - January 2002
Beal Bank July 1996 - January 2000
Metrolpolitan Federal Bank, f.s.b. January 1992 - January 1995
Metropolitan Federal Bank November 1988 - January 1992
Metropolitan Federal Bank May 1987 - November 1988
Grant Thornton August 1986 - May 1987
Kenneth Leventhal And Company September 1983 - August 1986
Skills
Loans, Asset Management, Portfolio Management, Residential Mortgages, Due Diligence, Real Estate, Budgeting, Debt, Negotiation, Banking, Capital Markets, Risk Management, Strategic Planning, Real Estate Finance, Business Planning, Business Strategy, Change Management, New Business Development, Accounting, Contract Negotiation, Forecasting, Product Development, Talent Management, Product Management, Excel, Microsoft Office, Team Building, Coaching, Sales Management, Operations Management, Customer Service, Management Consulting, Credit Analysis, Process Improvement, Financial Reporting, Compliance, Customer Relations, Business Analysis, Real Estate Economics, Asset Managment, Management, Commercial Lending, Valuation, Budgets, Structured Finance, Mergers & Acquisitions, Financial Services, Securitization, Loan Servicing, ABS
Education
The University of Texas at Arlington 1980 — 1983
Bachelor of Business Administration (BBA), Accounting
Wilmington Trust May 2015 - Present
BNY Mellon June 2004 - May 2014
First American Bank January 2000 - January 2002
Beal Bank July 1996 - January 2000
Metrolpolitan Federal Bank, f.s.b. January 1992 - January 1995
Metropolitan Federal Bank November 1988 - January 1992
Metropolitan Federal Bank May 1987 - November 1988
Grant Thornton August 1986 - May 1987
Kenneth Leventhal And Company September 1983 - August 1986
Skills
Loans, Asset Management, Portfolio Management, Residential Mortgages, Due Diligence, Real Estate, Budgeting, Debt, Negotiation, Banking, Capital Markets, Risk Management, Strategic Planning, Real Estate Finance, Business Planning, Business Strategy, Change Management, New Business Development, Accounting, Contract Negotiation, Forecasting, Product Development, Talent Management, Product Management, Excel, Microsoft Office, Team Building, Coaching, Sales Management, Operations Management, Customer Service, Management Consulting, Credit Analysis, Process Improvement, Financial Reporting, Compliance, Customer Relations, Business Analysis, Real Estate Economics, Asset Managment, Management, Commercial Lending, Valuation, Budgets, Structured Finance, Mergers & Acquisitions, Financial Services, Securitization, Loan Servicing, ABS
Education
The University of Texas at Arlington 1980 — 1983
Bachelor of Business Administration (BBA), Accounting
Perry Coolbaugh, Jr. Perry Coolbaugh, Jr.'s Wilmington Trust Experience August 2015 - Present
Job BSA/AML Compliance Analyst
Industry Legal Services
Experience
Wilmington Trust August 2015 - Present
Independent Contractor June 2012 - Present
Widener Law - Veterans Law Clinic August 2014 - June 2015
Legal Aid of Southeastern Pennsylvania March 2014 - August 2014
Law Office of John Leary May 2013 - September 2013
United States Marine Corps February 2004 - February 2008
Skills
Legal Research, Research, Criminal Law, Government, Westlaw, LexisNexis, Public Speaking, Leadership, Trial Advocacy, Business Analysis, Critical Thinking, Strategic Communications, Self-management, Group Work, Self-confidence, Positive Work..., Project Management, Time Management, Delegate Management, High degree of...
Education
Widener University School of Law 2012 — 2015
Doctor of Law (JD), Law
The Ohio State University 2009 — 2012
Bachelor's degree, Political Science and Government
Wilmington Trust August 2015 - Present
Independent Contractor June 2012 - Present
Widener Law - Veterans Law Clinic August 2014 - June 2015
Legal Aid of Southeastern Pennsylvania March 2014 - August 2014
Law Office of John Leary May 2013 - September 2013
United States Marine Corps February 2004 - February 2008
Skills
Legal Research, Research, Criminal Law, Government, Westlaw, LexisNexis, Public Speaking, Leadership, Trial Advocacy, Business Analysis, Critical Thinking, Strategic Communications, Self-management, Group Work, Self-confidence, Positive Work..., Project Management, Time Management, Delegate Management, High degree of...
Education
Widener University School of Law 2012 — 2015
Doctor of Law (JD), Law
The Ohio State University 2009 — 2012
Bachelor's degree, Political Science and Government
Cindy Glazier Cindy Glazier's Wilmington Trust Experience 2001 - 2003
Job Artist | Creative Consultant
Industry Legal Services
Experience
Boyd's Flowers September 2015 - Present
Cindy Glazier Fine Art September 2004 - Present
Atelier 273, LLC October 2012 - October 2013
University of Delaware January 2011 - September 2011
Wilmington Trust 2001 - 2003
Bayard, P.A. 2000 - 2001
DuPont 1989 - 1996
Skills
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Access Database, PowerPoint, Adobe Creative Suite, Mac OS, Project Management, Leadership, Graphic Design, Adobe Acrobat, HTML, Data Management, Report Production, Event Management, Facilities Management, Customer Service, Public Relations, Budgets, Cash Management, Inventory Control, Merchandising, Product Management, Shipping, Web Design, RealVue, Fine Art, Social Media, Painting, Art Exhibitions, Event Planning, Nonprofits, Management, Art, Customer Relations, Office Management, Siriusware, Marketing, Editing, Public Speaking, Museums, Digital Photography, Research, Photoshop, Photography, Strategic Planning, Drop Box
Education
University of Delaware 2013 — 2013
Certificate, Advanced Paralegal Studies
University of Delaware 2008 — 2012
Bachelor of Fine Arts - Cum Laude, Fine Arts Major/Art History Minor, 3.8 GPA
Boyd's Flowers September 2015 - Present
Cindy Glazier Fine Art September 2004 - Present
Atelier 273, LLC October 2012 - October 2013
University of Delaware January 2011 - September 2011
Wilmington Trust 2001 - 2003
Bayard, P.A. 2000 - 2001
DuPont 1989 - 1996
Skills
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Access Database, PowerPoint, Adobe Creative Suite, Mac OS, Project Management, Leadership, Graphic Design, Adobe Acrobat, HTML, Data Management, Report Production, Event Management, Facilities Management, Customer Service, Public Relations, Budgets, Cash Management, Inventory Control, Merchandising, Product Management, Shipping, Web Design, RealVue, Fine Art, Social Media, Painting, Art Exhibitions, Event Planning, Nonprofits, Management, Art, Customer Relations, Office Management, Siriusware, Marketing, Editing, Public Speaking, Museums, Digital Photography, Research, Photoshop, Photography, Strategic Planning, Drop Box
Education
University of Delaware 2013 — 2013
Certificate, Advanced Paralegal Studies
University of Delaware 2008 — 2012
Bachelor of Fine Arts - Cum Laude, Fine Arts Major/Art History Minor, 3.8 GPA
Stephen Varelli Stephen Varelli's Wilmington Trust Experience October 2006 - February 2007
Job Territory Manager Southeast at Eaton Corporation
Industry
Experience
Eaton Corporation March 2008 - Present
Wilmington Trust October 2006 - February 2007
SAG HARBOR CONTRACTING, INC. February 2006 - November 2006
STATE EMPLOYEES CREDIT UNION OF MARYLAND (SECU) April 2004 - January 2006
Skills
Leadership, Training, Microsoft Office, Process Improvement, Sales, Management
Education
Towson University 1987 — 2003
Bachelor's degree, Early Childhood Education and Teaching
Eaton Corporation March 2008 - Present
Wilmington Trust October 2006 - February 2007
SAG HARBOR CONTRACTING, INC. February 2006 - November 2006
STATE EMPLOYEES CREDIT UNION OF MARYLAND (SECU) April 2004 - January 2006
Skills
Leadership, Training, Microsoft Office, Process Improvement, Sales, Management
Education
Towson University 1987 — 2003
Bachelor's degree, Early Childhood Education and Teaching
Michele Spink Michele Spink's Wilmington Trust Experience September 2010 - October 2012
Job Operations Manager at Corporation Service Company
Industry Information Technology and Services
Experience
Corporation Service Company August 2014 - Present
Corporation Service Company October 2012 - August 2014
Wilmington Trust September 2010 - October 2012
Wilmington Trust September 2006 - September 2010
Wilmington Trust July 1999 - August 2003
Skills
Manager of Wealth..., PMO, Portfolio Management, Wealth, Business Intelligence, Management, Financial Services, Integration, Vendor Management, Operational Risk..., Business Analysis, Mergers & Acquisitions, Project Portfolio..., SDLC, Analysis, Information Technology, Business Requirements, Visio, Disaster Recovery, Microsoft SQL Server, Risk Management, ITIL, Wealth Management, Equities, Investments, Process Improvement, Business Process...
Education
University of Delaware 1994 — 1995
MBA, Operations Management, IT
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Science, Business Administration
Corporation Service Company August 2014 - Present
Corporation Service Company October 2012 - August 2014
Wilmington Trust September 2010 - October 2012
Wilmington Trust September 2006 - September 2010
Wilmington Trust July 1999 - August 2003
Skills
Manager of Wealth..., PMO, Portfolio Management, Wealth, Business Intelligence, Management, Financial Services, Integration, Vendor Management, Operational Risk..., Business Analysis, Mergers & Acquisitions, Project Portfolio..., SDLC, Analysis, Information Technology, Business Requirements, Visio, Disaster Recovery, Microsoft SQL Server, Risk Management, ITIL, Wealth Management, Equities, Investments, Process Improvement, Business Process...
Education
University of Delaware 1994 — 1995
MBA, Operations Management, IT
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Science, Business Administration
Janel Gates's Wilmington Trust Experience August 1998 - June 2005
Job
Industry Legal Services
Experience
Richards, Layton & Finger August 2012 - Present
Richards, Layton & Finger January 2009 - August 2012
Richards, Layton & Finger May 2007 - January 2009
Wilmington Trust Company June 2005 - April 2007
Wilmington Trust August 1998 - June 2005
Skills
Legal Writing, System Administration, Due Diligence, Project Finance, Corporate Law, Bankruptcy, Securities, Risk Management, Corporate Governance, Legal Research, Courts, Mediation
Education
Widener University School of Law 2005 — 2009
J.D.
University of Delaware 1992 — 1998
BA, English, Theater
Cape Henlopen High School
Richards, Layton & Finger August 2012 - Present
Richards, Layton & Finger January 2009 - August 2012
Richards, Layton & Finger May 2007 - January 2009
Wilmington Trust Company June 2005 - April 2007
Wilmington Trust August 1998 - June 2005
Skills
Legal Writing, System Administration, Due Diligence, Project Finance, Corporate Law, Bankruptcy, Securities, Risk Management, Corporate Governance, Legal Research, Courts, Mediation
Education
Widener University School of Law 2005 — 2009
J.D.
University of Delaware 1992 — 1998
BA, English, Theater
Cape Henlopen High School
Christina Teagle's Wilmington Trust Experience May 2011 - Present
Job Private Client Advisor Associate at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust May 2011 - Present
Bloomberg LP January 2007 - July 2011
Skills
Equities, Bloomberg Terminal, Financial Markets, Bloomberg, Fixed Income, Series 7, Portfolio Management, Investments, Hedge Funds, Asset Management, Electronic Trading, Banking, Financial Services, Mutual Funds, Emerging Markets, Finance, Capital Markets, Investment Strategies, Asset Allocation, Trading Systems, Investment Management, Options, Securities, Entrepreneurship, Asset Managment, Wealth Management, Trading, Series 63, Equity Trading, Derivatives, Valuation, Financial Modeling, FX Options, Alternative Investments, Equity Derivatives, Equity Research, Investment Banking, Structured Products, Investment Advisory, Private Equity, Bonds, ETFs, Structured Finance, Investor Relations, Relationship Management
Education
Trinity College-Hartford 2000 — 2004
BA, Political Science and Spanish
The Taft School 1997 — 2000
The Green Vale School 1988 — 1997
Wilmington Trust May 2011 - Present
Bloomberg LP January 2007 - July 2011
Skills
Equities, Bloomberg Terminal, Financial Markets, Bloomberg, Fixed Income, Series 7, Portfolio Management, Investments, Hedge Funds, Asset Management, Electronic Trading, Banking, Financial Services, Mutual Funds, Emerging Markets, Finance, Capital Markets, Investment Strategies, Asset Allocation, Trading Systems, Investment Management, Options, Securities, Entrepreneurship, Asset Managment, Wealth Management, Trading, Series 63, Equity Trading, Derivatives, Valuation, Financial Modeling, FX Options, Alternative Investments, Equity Derivatives, Equity Research, Investment Banking, Structured Products, Investment Advisory, Private Equity, Bonds, ETFs, Structured Finance, Investor Relations, Relationship Management
Education
Trinity College-Hartford 2000 — 2004
BA, Political Science and Spanish
The Taft School 1997 — 2000
The Green Vale School 1988 — 1997
Nasser Chaudhry, MBA, SAP FICO Nasser Chaudhry, MBA, SAP FICO's Wilmington Trust Experience February 2008 - February 2010
Job Customer Care Advisor at IHS
Industry Banking
Experience
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
Christopher Fols Christopher Fols's Wilmington Trust Experience June 2009 - December 2010
Job Banking Officer Operations Control Risk Management at Wilmington Trust
Industry Financial Services
Experience
M&T Bank / Wilmington Trust April 2014 - Present
Alvini & Associates, P.A. September 2012 - April 2014
M&T Bank October 2011 - September 2012
Wilmington Trust June 2009 - December 2010
Skills
Wealth Management, Finance, Asset Management, Auditing, Retirement Planning, Financial Services, FINRA, Retirement, Business Consultant, Compliance, Financial Analysis, Microsoft Office, Morningstar, Risk Assessment, Situational Leadership, SOX 404, Wealth Accumulation..., Risk Management, Banking, Investments, Analysis, Mutual Funds, Relationship Management, Securities, Equities
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business
Saint Mark's High School 2003 — 2007
St. Edmond's Academy
University of Delaware
M&T Bank / Wilmington Trust April 2014 - Present
Alvini & Associates, P.A. September 2012 - April 2014
M&T Bank October 2011 - September 2012
Wilmington Trust June 2009 - December 2010
Skills
Wealth Management, Finance, Asset Management, Auditing, Retirement Planning, Financial Services, FINRA, Retirement, Business Consultant, Compliance, Financial Analysis, Microsoft Office, Morningstar, Risk Assessment, Situational Leadership, SOX 404, Wealth Accumulation..., Risk Management, Banking, Investments, Analysis, Mutual Funds, Relationship Management, Securities, Equities
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business
Saint Mark's High School 2003 — 2007
St. Edmond's Academy
University of Delaware
Judith McKendrick's Wilmington Trust Experience January 1999 - July 2000
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2013 - Present
M&T Bank June 2007 - December 2012
M&T Bank February 2006 - June 2007
PHH Mortgage September 2005 - February 2006
Bank of America April 2003 - August 2005
Alltel Information Services July 2000 - January 2003
Wilmington Trust January 1999 - July 2000
Wilmington Trust 1996 - 1999
Skills
Software Documentation, Quality Assurance, Process Improvement, Visio, Business Requirements, Vendor Management, Business Process, Information Architecture, Integration, Banking, Management, Release Management, Usability, User Interface Design, Business Case, Business Continuity, Agile Methodologies, Disaster Recovery, SharePoint, IT Management, Enterprise Architecture, Requirements Gathering, Business Analysis, SDLC, Defect Tracking, Cost Benefit, Consensus Building
Education
University of Delaware
Master of Business Administration (MBA), Business Administration and Management, General
University of Delaware - Lerner College of Business and Economics
Bachelor of Arts (B.A.), English, Business and Technical Writing
JPMorgan Chase January 2013 - Present
M&T Bank June 2007 - December 2012
M&T Bank February 2006 - June 2007
PHH Mortgage September 2005 - February 2006
Bank of America April 2003 - August 2005
Alltel Information Services July 2000 - January 2003
Wilmington Trust January 1999 - July 2000
Wilmington Trust 1996 - 1999
Skills
Software Documentation, Quality Assurance, Process Improvement, Visio, Business Requirements, Vendor Management, Business Process, Information Architecture, Integration, Banking, Management, Release Management, Usability, User Interface Design, Business Case, Business Continuity, Agile Methodologies, Disaster Recovery, SharePoint, IT Management, Enterprise Architecture, Requirements Gathering, Business Analysis, SDLC, Defect Tracking, Cost Benefit, Consensus Building
Education
University of Delaware
Master of Business Administration (MBA), Business Administration and Management, General
University of Delaware - Lerner College of Business and Economics
Bachelor of Arts (B.A.), English, Business and Technical Writing
Sam Wilson, CFA Sam Wilson, CFA's Wilmington Trust Experience June 2010 - May 2013
Job Regional Director of Investment Practice Strategy, Portfolio Manager
Industry Financial Services
Experience
Northern Trust May 2013 - Present
Wilmington Trust June 2010 - May 2013
Thomas Weisel Partners June 2008 - August 2008
Kellogg Partners April 2004 - May 2007
ABN AMRO July 2002 - March 2004
Skills
Investments, Valuation, Equities, Options, Trading, Financial Modeling, Portfolio Management, Asset Allocation, Investment Management, ETFs, Capital Markets, Bloomberg, Finance, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Business Administration and Management, General
Williams College 1998 — 2002
B.A., Psychology, 3.4
Northern Trust May 2013 - Present
Wilmington Trust June 2010 - May 2013
Thomas Weisel Partners June 2008 - August 2008
Kellogg Partners April 2004 - May 2007
ABN AMRO July 2002 - March 2004
Skills
Investments, Valuation, Equities, Options, Trading, Financial Modeling, Portfolio Management, Asset Allocation, Investment Management, ETFs, Capital Markets, Bloomberg, Finance, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Business Administration and Management, General
Williams College 1998 — 2002
B.A., Psychology, 3.4
Frances Slater, CAMS Frances Slater, CAMS's Wilmington Trust Experience January 2010 - May 2012
Job Assistant Vice President BSA/AML Quality Control Analyst at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2012 - Present
M&T Bank May 2011 - May 2012
Wilmington Trust January 2010 - May 2012
Wilmington Trust May 1986 - December 2009
Wilmington Trust Company January 1985 - April 1986
Skills
Banking, Finance, Credit Risk, Relationship Management, Financial Services, Risk Management, AML, Internal Controls, Testing, Project Planning, Securities, Investments, Fixed Income, Portfolio Management, Training, Due Diligence, Leadership, Bank Secrecy Act, Team Leadership, Fraud, Financial Risk, Credit Cards, Retail Banking, Credit Analysis, Credit
Education
University of Delaware 1979 — 1984
B.S, Consumer Economics (Business Administration Emphasis)
M&T Bank May 2012 - Present
M&T Bank May 2011 - May 2012
Wilmington Trust January 2010 - May 2012
Wilmington Trust May 1986 - December 2009
Wilmington Trust Company January 1985 - April 1986
Skills
Banking, Finance, Credit Risk, Relationship Management, Financial Services, Risk Management, AML, Internal Controls, Testing, Project Planning, Securities, Investments, Fixed Income, Portfolio Management, Training, Due Diligence, Leadership, Bank Secrecy Act, Team Leadership, Fraud, Financial Risk, Credit Cards, Retail Banking, Credit Analysis, Credit
Education
University of Delaware 1979 — 1984
B.S, Consumer Economics (Business Administration Emphasis)
Francis Hazeldine Francis Hazeldine's Wilmington Trust Experience September 2001 - April 2006
Job Senior Trust Officer and Senior Team Manager at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank August 2009 - Present
Bank of America April 2006 - August 2009
Wilmington Trust September 2001 - April 2006
Skills
Trust Services, Wealth Management, Wealth Management..., Estate Planning, Trust Management, Asset Allocation, High Net Worth..., Asset Managment, Alternative Investments, Investments
Education
Cannon Trust School 2004 — 2007
CTFA, Trust and Estate Planning
University of Delaware 1996 — 2001
Bachelor of Science, AgriBusiness Management
St. Elizabeth's High School 1993 — 1996
Charles Schwab Bank August 2009 - Present
Bank of America April 2006 - August 2009
Wilmington Trust September 2001 - April 2006
Skills
Trust Services, Wealth Management, Wealth Management..., Estate Planning, Trust Management, Asset Allocation, High Net Worth..., Asset Managment, Alternative Investments, Investments
Education
Cannon Trust School 2004 — 2007
CTFA, Trust and Estate Planning
University of Delaware 1996 — 2001
Bachelor of Science, AgriBusiness Management
St. Elizabeth's High School 1993 — 1996
Amy Barriocanal Amy Barriocanal's Wilmington Trust Experience October 2009 - February 2010
Job Human Resources Associate
Industry Human Resources
Experience
Wilmington Trust October 2009 - February 2010
Kelly Services February 2009 - August 2009
The Siegfried Group November 2004 - January 2009
Reckson Associates November 1999 - May 2004
The Galleon Group September 1997 - September 1999
Skills
Talent Management, Employee Relations, Human Resources, Recruiting
Education
University of Delaware 1993 — 1997
BS, Finance
Wilmington Trust October 2009 - February 2010
Kelly Services February 2009 - August 2009
The Siegfried Group November 2004 - January 2009
Reckson Associates November 1999 - May 2004
The Galleon Group September 1997 - September 1999
Skills
Talent Management, Employee Relations, Human Resources, Recruiting
Education
University of Delaware 1993 — 1997
BS, Finance
Donald McLamb, Jr. Donald McLamb, Jr.'s Wilmington Trust Experience December 2014 - Present
Job Managing Director, Domestic Entity Management at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2014 - Present
Wilmington Trust January 2004 - November 2014
Master, Sidlow & Assoiates, P. A. September 1998 - January 2004
Skills
High Net Worth..., Tax, CPA, Portfolio Management, Banking, Financial Analysis, Estate Planning, Strategic Financial..., Tax Preparation, Financial Reporting, Finance, Wealth Management, Auditing, Accounting, Risk Management, Income Tax, Investments, Mutual Funds, Cash Management, Due Diligence, Financial Services, Financial Planning
Education
University of Delaware
BS, Accounting
Wilmington Trust December 2014 - Present
Wilmington Trust January 2004 - November 2014
Master, Sidlow & Assoiates, P. A. September 1998 - January 2004
Skills
High Net Worth..., Tax, CPA, Portfolio Management, Banking, Financial Analysis, Estate Planning, Strategic Financial..., Tax Preparation, Financial Reporting, Finance, Wealth Management, Auditing, Accounting, Risk Management, Income Tax, Investments, Mutual Funds, Cash Management, Due Diligence, Financial Services, Financial Planning
Education
University of Delaware
BS, Accounting
Brian Macnish Brian Macnish's Wilmington Trust Experience Senior Vice PresidentAtlantic Trust CompanySeptember 2003 - August 2006
Job Managing Director at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Senior Vice PresidentAtlantic Trust CompanySeptember 2003 - August 2006
Education
The University of Queensland 1973 — 1976
Wilmington Trust Senior Vice PresidentAtlantic Trust CompanySeptember 2003 - August 2006
Education
The University of Queensland 1973 — 1976
Aaron Soper Aaron Soper's Wilmington Trust Experience April 2012 - Present
Job Vice President, Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust April 2012 - Present
Wells Fargo October 2006 - April 2012
US Bank October 2004 - October 2006
Skills
Private Merger &...
Education
The University of North Dakota 2000 — 2004
Business, Finance
Wilmington Trust April 2012 - Present
Wells Fargo October 2006 - April 2012
US Bank October 2004 - October 2006
Skills
Private Merger &...
Education
The University of North Dakota 2000 — 2004
Business, Finance
Faith Chermak Faith Chermak's Wilmington Trust Experience July 2012 - Present
Job Trust Analyst / Investment Compliance Support at Wilmington Trust / M&T Bank
Industry Financial Services
Experience
Wilmington Trust / M&T Bank July 2013 - Present
Wilmington Trust July 2012 - Present
Wilmington Trust March 2008 - June 2012
Wilmington Savings Fund Society ( WSFS) March 2001 - May 2003
Clinique October 1999 - March 2001
Hotel DuPont May 1994 - October 1999
Skills
Securities, Asset Management, Loans, Financial Risk, Accounting, Mutual Funds, Financial Services, Management, Access, Risk Management, Portfolio Management, Banking, Investments, Wealth Management, Bloomberg, Budgets, Alternative Investments, Capital Markets, Asset Allocation, Bonds
Education
Wilmington University 2012 — 2014
Education/Teaching of Individuals in Elementary Special Education Programs, Graduate Studies
University of Delaware 1991 — 1996
Bachelor's degree, Hotel, Restaurant, Institutional Management
Wilmington Trust / M&T Bank July 2013 - Present
Wilmington Trust July 2012 - Present
Wilmington Trust March 2008 - June 2012
Wilmington Savings Fund Society ( WSFS) March 2001 - May 2003
Clinique October 1999 - March 2001
Hotel DuPont May 1994 - October 1999
Skills
Securities, Asset Management, Loans, Financial Risk, Accounting, Mutual Funds, Financial Services, Management, Access, Risk Management, Portfolio Management, Banking, Investments, Wealth Management, Bloomberg, Budgets, Alternative Investments, Capital Markets, Asset Allocation, Bonds
Education
Wilmington University 2012 — 2014
Education/Teaching of Individuals in Elementary Special Education Programs, Graduate Studies
University of Delaware 1991 — 1996
Bachelor's degree, Hotel, Restaurant, Institutional Management
Andrea Travis Andrea Travis's Wilmington Trust Experience August 2004 - October 2011
Job Vice President, Marketing Manager at First Niagara Bank
Industry Banking
Experience
First Niagara Bank February 2012 - Present
Bank of America November 2011 - February 2012
Wilmington Trust August 2004 - October 2011
Citibank April 2002 - July 2004
First USA 1999 - 2002
Education
University of Delaware 1993 — 1997
BA, Communication
First Niagara Bank February 2012 - Present
Bank of America November 2011 - February 2012
Wilmington Trust August 2004 - October 2011
Citibank April 2002 - July 2004
First USA 1999 - 2002
Education
University of Delaware 1993 — 1997
BA, Communication
Chris McDonough Chris McDonough's Wilmington Trust Experience 2004 - 2011
Job Digital Marketing and User Experience, Financial and Packaged Goods Product Management
Industry Marketing and Advertising
Experience
Chase 2012 - Present
The Andrew McDonough B+ Foundation 2007 - Present
Visa, Inc. March 2011 - January 2012
Wilmington Trust 2004 - 2011
JUNIPER BANK (Barclays) 2000 - 2002
FIRST USA/BANK ONE (JPMorgan Chase) 1995 - 2000
WARNER-LAMBERT (Pfizer) 1989 - 1993
Skills
Digital Marketing, Strategy, Online Advertising, Advertising, Marketing, Start-ups, Market Research, Creative Direction, Leadership, Management, Product Development, Strategic Communications, Strategic Planning, Project Management, User Experience
Education
COLUMBIA UNIVERSITY Graduate School of Business
MBA, Marketing
University of Delaware
BS, Merchandising/Advertising
Chase 2012 - Present
The Andrew McDonough B+ Foundation 2007 - Present
Visa, Inc. March 2011 - January 2012
Wilmington Trust 2004 - 2011
JUNIPER BANK (Barclays) 2000 - 2002
FIRST USA/BANK ONE (JPMorgan Chase) 1995 - 2000
WARNER-LAMBERT (Pfizer) 1989 - 1993
Skills
Digital Marketing, Strategy, Online Advertising, Advertising, Marketing, Start-ups, Market Research, Creative Direction, Leadership, Management, Product Development, Strategic Communications, Strategic Planning, Project Management, User Experience
Education
COLUMBIA UNIVERSITY Graduate School of Business
MBA, Marketing
University of Delaware
BS, Merchandising/Advertising
Rachel Leeber Kalfus Rachel Leeber Kalfus's Wilmington Trust Experience March 2007 - April 2010
Job Account Manager II at Mullin TBG
Industry Financial Services
Experience
Mullin TBG April 2010 - Present
Wilmington Trust March 2007 - April 2010
AIG SunAmerica March 2005 - February 2007
Skills
Mutual Funds, Customer Service, Training, Investments, Financial Services, Financial Analysis, Microsoft Office, Leadership, Microsoft Word, Project Management, Retirement, Can type 60 WPM, Internet Savvy, Skilled Multi-tasker, Organized self-starter, Outlook, Microsoft Excel, Benefits Administration, PowerPoint, Data Entry, Time Management, Auditing, CA Insurance License, Series 6, Series 63, Relationship Management
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Retail & Consumer Sciences
Mullin TBG April 2010 - Present
Wilmington Trust March 2007 - April 2010
AIG SunAmerica March 2005 - February 2007
Skills
Mutual Funds, Customer Service, Training, Investments, Financial Services, Financial Analysis, Microsoft Office, Leadership, Microsoft Word, Project Management, Retirement, Can type 60 WPM, Internet Savvy, Skilled Multi-tasker, Organized self-starter, Outlook, Microsoft Excel, Benefits Administration, PowerPoint, Data Entry, Time Management, Auditing, CA Insurance License, Series 6, Series 63, Relationship Management
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Retail & Consumer Sciences
Jonathan Heimall's Wilmington Trust Experience July 2004 - February 2010
Job
Industry Information Technology and Services
Experience
ARI January 2014 - Present
ARI November 2012 - December 2013
Canon Financial Services, Inc. February 2010 - November 2012
Wilmington Trust July 2004 - February 2010
Wilmington Trust October 2002 - July 2004
Skills
SQL, VBA, Business Objects, Business Intelligence, Financial Analysis, PL/SQL, Software Documentation, Data Warehousing, Business Process, Databases, Analysis, Management, Banking, Crystal Reports, Strategy, Business Analysis, Process Improvement
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA, Finance
University of Delaware 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Science
ARI January 2014 - Present
ARI November 2012 - December 2013
Canon Financial Services, Inc. February 2010 - November 2012
Wilmington Trust July 2004 - February 2010
Wilmington Trust October 2002 - July 2004
Skills
SQL, VBA, Business Objects, Business Intelligence, Financial Analysis, PL/SQL, Software Documentation, Data Warehousing, Business Process, Databases, Analysis, Management, Banking, Crystal Reports, Strategy, Business Analysis, Process Improvement
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA, Finance
University of Delaware 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Science
Jodee Cangialosi Mariani's Wilmington Trust Experience September 2010 - November 2013
Job Sales and Service Coordinator at PNC
Industry Financial Services
Experience
PNC December 2013 - Present
Wilmington Trust September 2010 - November 2013
Wilmington Trust April 2009 - September 2010
Wilmington Trust August 2006 - April 2009
Cecil County Government November 2001 - August 2005
NAVTEQ February 2001 - November 2001
Earthsat June 2000 - February 2001
Skills
Training, Process Improvement, Analysis, Software Documentation, Project Planning, Proposal Writing, Accounting, New Business Development, Research, Databases, Banking, Risk Management, Financial Services, Sales, Testing, Finance, Microsoft Excel, Access, Customer Service, Microsoft Office, Leadership, Insurance, Securities, Asset Allocation, Financial Analysis, Portfolio Management, Wealth Management, Relationship Management
Education
Wilmington University 2004 — 2006
Masters, Elementary Education
University of Delaware 1996 — 2000
BA, Geography
University of Delaware 1996 — 2000
Bachelors, Geography
PNC December 2013 - Present
Wilmington Trust September 2010 - November 2013
Wilmington Trust April 2009 - September 2010
Wilmington Trust August 2006 - April 2009
Cecil County Government November 2001 - August 2005
NAVTEQ February 2001 - November 2001
Earthsat June 2000 - February 2001
Skills
Training, Process Improvement, Analysis, Software Documentation, Project Planning, Proposal Writing, Accounting, New Business Development, Research, Databases, Banking, Risk Management, Financial Services, Sales, Testing, Finance, Microsoft Excel, Access, Customer Service, Microsoft Office, Leadership, Insurance, Securities, Asset Allocation, Financial Analysis, Portfolio Management, Wealth Management, Relationship Management
Education
Wilmington University 2004 — 2006
Masters, Elementary Education
University of Delaware 1996 — 2000
BA, Geography
University of Delaware 1996 — 2000
Bachelors, Geography
Owen Perrin's Wilmington Trust Experience October 2006 - May 2010
Job Financial Solutions Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
Wilmington Trust a Division of M&T Bank March 2012 - February 2015
Wilmington Trust a Division of M&T Bank June 2010 - March 2012
Wilmington Trust October 2006 - May 2010
The Bank of New York June 2000 - August 2006
BUYandHOLD.com June 1999 - March 2000
Prudential Financial 1996 - 1999
Prudential 1990 - 1999
Prudential Securities 1990 - 1995
Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.)
New York Institute of Technology - NYC 1985 — 1987
Architecture
La Salle Academy 1980 — 1984
Diploma, General
Pershing, a BNY Mellon company March 2015 - Present
Wilmington Trust a Division of M&T Bank March 2012 - February 2015
Wilmington Trust a Division of M&T Bank June 2010 - March 2012
Wilmington Trust October 2006 - May 2010
The Bank of New York June 2000 - August 2006
BUYandHOLD.com June 1999 - March 2000
Prudential Financial 1996 - 1999
Prudential 1990 - 1999
Prudential Securities 1990 - 1995
Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.)
New York Institute of Technology - NYC 1985 — 1987
Architecture
La Salle Academy 1980 — 1984
Diploma, General
Anne Messer's Wilmington Trust Experience July 2002 - Present
Job Marketing Director at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2002 - Present
Executive Women of the Palm Beaches 2007 - 2010
SunTrust Bank July 1995 - July 2002
Skills
Event Planning, Marketing Communications, Media Relations, Strategic Planning, Public Speaking, Marketing Strategy
Education
University of Colorado Boulder 1993 — 1995
Advance Accreditation, Bank Marketing
Western University 1979 — 1982
Wilmington Trust July 2002 - Present
Executive Women of the Palm Beaches 2007 - 2010
SunTrust Bank July 1995 - July 2002
Skills
Event Planning, Marketing Communications, Media Relations, Strategic Planning, Public Speaking, Marketing Strategy
Education
University of Colorado Boulder 1993 — 1995
Advance Accreditation, Bank Marketing
Western University 1979 — 1982
Gary VanderPutten's Wilmington Trust Experience August 2008 - November 2008
Job Securities Accounting Senior Business Analyst at Barclays
Industry Financial Services
Experience
Barclays September 2012 - Present
Toronto Dominion June 2012 - September 2012
Barclays Capital/Finance April 2011 - January 2012
Brooklyn Bridge Park Conservancy 1994 - 2012
Bank of America Merrill Lynch April 2010 - March 2011
Barclays Capital April 2009 - October 2010
Wilmington Trust August 2008 - November 2008
Bank of America March 2003 - August 2008
Fifth Third Bank June 2001 - February 2003
Peter Vinella Associates 1998 - 2003
Skills
Equities, Interest Rate..., Prime Brokerage, Collateral Management, Money Market, Derivatives, Trading Systems, Capital Markets, Investment Banking, Back Office, FX Options, Banking, Trading, Basel II, Equity Derivatives, Portfolio Management, Financial Services, Financial Risk, Credit Derivatives, CLS, Multicurrency accounting, Subledger Accounting, Securities, Business Analysis, Settlement, Options, Risk Management
Education
New York University, Fordham University, City University, NY Institute of Finance 1972 — 1974
post graduate studies, Education, Mathematics and Finance
University of Arizona 1965 — 1969
BS, Marketing/Mathematics
University of Arizona
Ms, Business Administration and Management, General
Barclays September 2012 - Present
Toronto Dominion June 2012 - September 2012
Barclays Capital/Finance April 2011 - January 2012
Brooklyn Bridge Park Conservancy 1994 - 2012
Bank of America Merrill Lynch April 2010 - March 2011
Barclays Capital April 2009 - October 2010
Wilmington Trust August 2008 - November 2008
Bank of America March 2003 - August 2008
Fifth Third Bank June 2001 - February 2003
Peter Vinella Associates 1998 - 2003
Skills
Equities, Interest Rate..., Prime Brokerage, Collateral Management, Money Market, Derivatives, Trading Systems, Capital Markets, Investment Banking, Back Office, FX Options, Banking, Trading, Basel II, Equity Derivatives, Portfolio Management, Financial Services, Financial Risk, Credit Derivatives, CLS, Multicurrency accounting, Subledger Accounting, Securities, Business Analysis, Settlement, Options, Risk Management
Education
New York University, Fordham University, City University, NY Institute of Finance 1972 — 1974
post graduate studies, Education, Mathematics and Finance
University of Arizona 1965 — 1969
BS, Marketing/Mathematics
University of Arizona
Ms, Business Administration and Management, General
Carolyn Merrifield's Wilmington Trust Experience August 2006 - May 2011
Job Portfolio Manager at Capital One
Industry Architecture & Planning
Experience
Capital One February 2015 - Present
HOK March 2013 - February 2015
M&T Bank May 2011 - April 2013
Wilmington Trust August 2006 - May 2011
BHH Tait April 2004 - August 2005
MBNA America March 1993 - April 2004
Skills
Space-planning, Interior Design, Submittals, Furniture, Contract Negotiation, Budgets, Construction, Project Planning, Space planning, Construction Management, Project Management, Space Planning
Education
University of Delaware 1985 — 1989
Bachelor of Science, Interior Design
Capital One February 2015 - Present
HOK March 2013 - February 2015
M&T Bank May 2011 - April 2013
Wilmington Trust August 2006 - May 2011
BHH Tait April 2004 - August 2005
MBNA America March 1993 - April 2004
Skills
Space-planning, Interior Design, Submittals, Furniture, Contract Negotiation, Budgets, Construction, Project Planning, Space planning, Construction Management, Project Management, Space Planning
Education
University of Delaware 1985 — 1989
Bachelor of Science, Interior Design
Braden Neff's Wilmington Trust Experience June 2004 - July 2005
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2005 - Present
Wilmington Trust June 2004 - July 2005
Education
University of Delaware 2000 — 2004
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Goldman Sachs July 2005 - Present
Wilmington Trust June 2004 - July 2005
Education
University of Delaware 2000 — 2004
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Adrian Wilson's Wilmington Trust Experience January 2008 - 2009
Job Analytics at HSBC Securities
Industry Accounting
Experience
HSBC Securities April 2013 - Present
Barclays Wealth and Investment Management October 2012 - January 2013
AIG August 2012 - October 2012
Bank of America September 2011 - June 2012
AST Equity Plan Solutions April 2011 - August 2011
Ballard Spahr LLP January 2011 - February 2011
Catapult Learning 2009 - January 2011
Wilmington Trust January 2008 - 2009
Audit 1 Accounting January 2005 - 2007
Westin Fort Lauderdale December 2004 - December 2005
Skills
Project Management, Business Intelligence, Data Warehousing, Financial Reporting, Forecasting, Regulatory Reporting, Internal Control..., Accounting, Financial Analysis, Anti Money Laundering, KYC, Finance, Account Reconciliation, Microsoft Excel, Public Speaking, SharePoint..., Budgets, Budgeting, Change Management, Visio, Microsoft Office 2007, SharePoint, Business Process..., Financial Modeling, QuickBooks, PowerPoint, ERP, Development Of Policies, Linux, Full Cycle Accounting, Microsoft Office 2010, Oracle Essbase, Corporate Training, Microsoft Project, SSRS, SSIS, Data Models
Education
University of Delaware
HSBC Securities April 2013 - Present
Barclays Wealth and Investment Management October 2012 - January 2013
AIG August 2012 - October 2012
Bank of America September 2011 - June 2012
AST Equity Plan Solutions April 2011 - August 2011
Ballard Spahr LLP January 2011 - February 2011
Catapult Learning 2009 - January 2011
Wilmington Trust January 2008 - 2009
Audit 1 Accounting January 2005 - 2007
Westin Fort Lauderdale December 2004 - December 2005
Skills
Project Management, Business Intelligence, Data Warehousing, Financial Reporting, Forecasting, Regulatory Reporting, Internal Control..., Accounting, Financial Analysis, Anti Money Laundering, KYC, Finance, Account Reconciliation, Microsoft Excel, Public Speaking, SharePoint..., Budgets, Budgeting, Change Management, Visio, Microsoft Office 2007, SharePoint, Business Process..., Financial Modeling, QuickBooks, PowerPoint, ERP, Development Of Policies, Linux, Full Cycle Accounting, Microsoft Office 2010, Oracle Essbase, Corporate Training, Microsoft Project, SSRS, SSIS, Data Models
Education
University of Delaware
Jeff Rossi's Wilmington Trust Experience November 2004 - December 2005
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing December 2005 - Present
Wilmington Trust November 2004 - December 2005
PFPC February 1998 - November 2004
Skills
Transfer Agency, Mutual Funds, Financial Services, Process Improvement, Project Management, Back Office, Business Analysis, Relationship Management, Risk Management
Education
University of Delaware
Bachelor of Science (BS), Finance, General
BNY Mellon Asset Servicing December 2005 - Present
Wilmington Trust November 2004 - December 2005
PFPC February 1998 - November 2004
Skills
Transfer Agency, Mutual Funds, Financial Services, Process Improvement, Project Management, Back Office, Business Analysis, Relationship Management, Risk Management
Education
University of Delaware
Bachelor of Science (BS), Finance, General
R. Clifford Carper's Wilmington Trust Experience 2005 - 2008
Job Board Member, Board of Trustees at Mission Hospital
Industry Investment Management
Experience
Mission Hospital September 2008 - Present
Wilmington Trust 2005 - 2008
US Trust 1995 - 2005
U.S. Trust Company 1995 - 2005
Kemper Securites 1988 - 1995
Skills
Portfolio Management, Management, Asset Management, Wealth Management, Investments, Asset Allocation, Strategic Planning, Alternative Investments, Equities, Investment Management
Education
The University of New Mexico 1967 — 1971
Bachelors, Business Administration
New Mexico Military Institute 1965 — 1967
Mission Hospital September 2008 - Present
Wilmington Trust 2005 - 2008
US Trust 1995 - 2005
U.S. Trust Company 1995 - 2005
Kemper Securites 1988 - 1995
Skills
Portfolio Management, Management, Asset Management, Wealth Management, Investments, Asset Allocation, Strategic Planning, Alternative Investments, Equities, Investment Management
Education
The University of New Mexico 1967 — 1971
Bachelors, Business Administration
New Mexico Military Institute 1965 — 1967
Christy Watkins, CFA's Wilmington Trust Experience July 2005 - November 2007
Job Investment Advisor at Wilmington Trust Company
Industry Investment Management
Experience
Wilmington Trust Company November 2007 - Present
Wilmington Trust July 2005 - November 2007
Wilmington Trust September 2002 - July 2005
Applied Card Systems June 2002 - September 2002
Education
University of Delaware 1998 — 2002
University of Delaware - Lerner College of Business and Economics 1998 — 2002
BS, Finance and Spanish
Wilmington Trust Company November 2007 - Present
Wilmington Trust July 2005 - November 2007
Wilmington Trust September 2002 - July 2005
Applied Card Systems June 2002 - September 2002
Education
University of Delaware 1998 — 2002
University of Delaware - Lerner College of Business and Economics 1998 — 2002
BS, Finance and Spanish
Dimitar Yanakiev's Wilmington Trust Experience January 2010 - April 2012
Job Hedge Fund Accountant at UMB Financial Services
Industry Financial Services
Experience
UMB Fund Services June 2014 - Present
BNY Mellon April 2012 - May 2014
Wilmington Trust January 2010 - April 2012
WILMINGTON TRUST May 2006 - December 2009
Skills
Banking, Risk Management, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Investments, Mutual Funds, Financial Services, Internal Controls, Finance, Sarbanes-Oxley Act, Portfolio Management, Credit, Investment Banking, Financial Controlling, Fixed Income, Fixed Income Analysis, Amortization Schedules, Derivatives, Bloomberg, Equities, Securities, Trading, Analysis, Account Reconciliation, Corporate Actions
Education
University of Delaware 2008 — 2013
Master of Business Administration (MBA), MBA concentrating in Finance, 3.45
University of National and World Economy 1993 — 1998
Master's degree, Accounting and Control, 3.30/4.00
UMB Fund Services June 2014 - Present
BNY Mellon April 2012 - May 2014
Wilmington Trust January 2010 - April 2012
WILMINGTON TRUST May 2006 - December 2009
Skills
Banking, Risk Management, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Investments, Mutual Funds, Financial Services, Internal Controls, Finance, Sarbanes-Oxley Act, Portfolio Management, Credit, Investment Banking, Financial Controlling, Fixed Income, Fixed Income Analysis, Amortization Schedules, Derivatives, Bloomberg, Equities, Securities, Trading, Analysis, Account Reconciliation, Corporate Actions
Education
University of Delaware 2008 — 2013
Master of Business Administration (MBA), MBA concentrating in Finance, 3.45
University of National and World Economy 1993 — 1998
Master's degree, Accounting and Control, 3.30/4.00
Joseph Class, CFA's Wilmington Trust Experience June 2009 - Present
Job Investment Advisor at Wilmington Trust
Industry Banking
Experience
Wilmington Trust June 2009 - Present
Wilmington Trust December 2007 - June 2009
Skills
Wealth Management, Investment Advisory, Mutual Funds, Investments, Asset Allocation
Education
Wilmington University 2008 — 2011
Master of Business Administration (MBA), Finance
Wilmington University 2004 — 2007
Bachelor of Science (B.S.), Business Management
University of Delaware 2002 — 2004
Sports Management
Wilmington Trust June 2009 - Present
Wilmington Trust December 2007 - June 2009
Skills
Wealth Management, Investment Advisory, Mutual Funds, Investments, Asset Allocation
Education
Wilmington University 2008 — 2011
Master of Business Administration (MBA), Finance
Wilmington University 2004 — 2007
Bachelor of Science (B.S.), Business Management
University of Delaware 2002 — 2004
Sports Management
Laura Oaks's Wilmington Trust Experience November 2006 - May 2011
Job Vice President, Compliance Officer at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
M&T Bank November 2006 - June 2013
Wilmington Trust November 2006 - May 2011
Wilmington Trust September 2004 - November 2006
Wilmington Trust September 2001 - September 2004
Wilmington Trust September 2000 - September 2001
Wilmington Trust September 1999 - October 2000
Wilmington Trust September 1998 - September 1999
Rainbow of Delaware, Inc. (Rainbow Records) May 1993 - September 1998
Rainbow of Delaware, Inc. (Rainbow Records) June 1991 - September 1998
Skills
Risk Management, Business Analysis, Financial Services, Process Improvement, Customer Service, Project Management, Management, Program Management, Compliance, Compliance Management, Leadership, Regulatory Compliance, CRM, Internal Audit, Portfolio Management, Training, Procedural Compliance, Internal Controls, Teamwork, Operational Risk..., Capital Markets, Corporate Trust, Business Continuity, Process Control, Capital Market..., Process Efficiency, Business Process..., Standards Compliance, Legal Compliance, Third Party Oversight, Gap Analysis, Problem Solving, Work Well Independently, Mortgage Servicing..., Complaince, Procedure Compliance
Education
University of Delaware
Masters of Business Administration, 2007
University of Delaware 1987 — 1991
BA, Philosophy and Geography
Glenelg High School 1983 — 1987
Citi July 2013 - Present
M&T Bank November 2006 - June 2013
Wilmington Trust November 2006 - May 2011
Wilmington Trust September 2004 - November 2006
Wilmington Trust September 2001 - September 2004
Wilmington Trust September 2000 - September 2001
Wilmington Trust September 1999 - October 2000
Wilmington Trust September 1998 - September 1999
Rainbow of Delaware, Inc. (Rainbow Records) May 1993 - September 1998
Rainbow of Delaware, Inc. (Rainbow Records) June 1991 - September 1998
Skills
Risk Management, Business Analysis, Financial Services, Process Improvement, Customer Service, Project Management, Management, Program Management, Compliance, Compliance Management, Leadership, Regulatory Compliance, CRM, Internal Audit, Portfolio Management, Training, Procedural Compliance, Internal Controls, Teamwork, Operational Risk..., Capital Markets, Corporate Trust, Business Continuity, Process Control, Capital Market..., Process Efficiency, Business Process..., Standards Compliance, Legal Compliance, Third Party Oversight, Gap Analysis, Problem Solving, Work Well Independently, Mortgage Servicing..., Complaince, Procedure Compliance
Education
University of Delaware
Masters of Business Administration, 2007
University of Delaware 1987 — 1991
BA, Philosophy and Geography
Glenelg High School 1983 — 1987
Chris Carpe's Wilmington Trust Experience February 1994 - February 1997
Job Chief Performance Officer at Strategy House, Inc.
Industry Management Consulting
Experience
Strategy House, Inc. Senior AdvisorBastianelli GroupJuly 2001 - December 2007
The Siegfried Group April 2000 - July 2001
Bastianelli & Humphreys January 1998 - April 2000
JPMorgan March 1997 - January 1998
Wilmington Trust February 1994 - February 1997
Wilmington Trust November 1992 - February 1994
Belfint, Lyons and Shuman January 1990 - October 1992
Education
Villanova University 1993 — 1998
MBA, Business Administration
University of Delaware 1985 — 1989
BS, Accounting
Strategy House, Inc. Senior AdvisorBastianelli GroupJuly 2001 - December 2007
The Siegfried Group April 2000 - July 2001
Bastianelli & Humphreys January 1998 - April 2000
JPMorgan March 1997 - January 1998
Wilmington Trust February 1994 - February 1997
Wilmington Trust November 1992 - February 1994
Belfint, Lyons and Shuman January 1990 - October 1992
Education
Villanova University 1993 — 1998
MBA, Business Administration
University of Delaware 1985 — 1989
BS, Accounting
Dana Sugar's Wilmington Trust Experience October 2008 - July 2015
Job Senior Investment Consultant
Industry Financial Services
Experience
Wilmington Trust October 2008 - July 2015
RogersCasey May 2008 - August 2008
Watson Wyatt June 2000 - March 2008
Morgan Stanley October 1997 - November 1999
Skills
Portfolio Management, Asset Allocation, Pension Funds, Investments, Institutional..., Asset Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Hedge Funds, Investment Advisory..., Investment Management, Pensions, Defined Benefit, Private Equity, ALM, Endowments, ETFs, Retirement Planning, Due Diligence
Education
University of Cincinnati 1993 — 1995
MBA, Business Administration
Vassar College 1989 — 1993
BA, European Culture
Wilmington Trust October 2008 - July 2015
RogersCasey May 2008 - August 2008
Watson Wyatt June 2000 - March 2008
Morgan Stanley October 1997 - November 1999
Skills
Portfolio Management, Asset Allocation, Pension Funds, Investments, Institutional..., Asset Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Hedge Funds, Investment Advisory..., Investment Management, Pensions, Defined Benefit, Private Equity, ALM, Endowments, ETFs, Retirement Planning, Due Diligence
Education
University of Cincinnati 1993 — 1995
MBA, Business Administration
Vassar College 1989 — 1993
BA, European Culture
Jason Kyler's Wilmington Trust Experience May 2014 - Present
Job Administrative Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2014 - Present
Wilmington Trust May 2014 - Present
JPMorgan Chase June 2001 - May 2014
JP Morgan Chase 2001 - 2014
JPMorgan 2001 - 2014
JPMorganChase 2001 - 2014
JP Morgan 2001 - 2014
University of Delaware 1999 - 2000
PECO Energy 1998 - 1999
DuPont 1996 - 1998
Skills
Fixed Income, Equities, Operations Improvement, Operations Management, Process Improvement, Derivatives, Bloomberg, Banking, Risk Management, Capital Markets, Finance, Hedge Funds, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1998
B.S., Civil Engineering
M&T Bank May 2014 - Present
Wilmington Trust May 2014 - Present
JPMorgan Chase June 2001 - May 2014
JP Morgan Chase 2001 - 2014
JPMorgan 2001 - 2014
JPMorganChase 2001 - 2014
JP Morgan 2001 - 2014
University of Delaware 1999 - 2000
PECO Energy 1998 - 1999
DuPont 1996 - 1998
Skills
Fixed Income, Equities, Operations Improvement, Operations Management, Process Improvement, Derivatives, Bloomberg, Banking, Risk Management, Capital Markets, Finance, Hedge Funds, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1998
B.S., Civil Engineering
David Landon's Wilmington Trust Experience 1994 - 1999
Job Realtor at Patterson Schwartz Real Estate
Industry Real Estate
Experience
Patterson Schwartz Real Estate 1998 - Present
Wilmington Trust 1994 - 1999
Domino's Pizza 1989 - 1994
Skills
Sellers, Real Estate, Foreclosures, Investment Properties, Investors, Referrals, Residential Homes, REO, Buyer Representation, First Time Home Buyers, New Home Sales, Short Sales, Listings, Single Family Homes, Relocation, Loans, ABR, Buyers, Real Estate Transactions, Move Up Buyers, Relocation Buyers, FHA, Condos, Vacation Homes, Real Property, Rentals, Seller Representation, Townhomes, HUD, Seniors, e-PRO
Education
University of Delaware 1989 — 1994
BS, Ecomomics
University of Delaware 1989 — 1993
Bachelor of Science (BS), Economics
Patterson Schwartz Real Estate 1998 - Present
Wilmington Trust 1994 - 1999
Domino's Pizza 1989 - 1994
Skills
Sellers, Real Estate, Foreclosures, Investment Properties, Investors, Referrals, Residential Homes, REO, Buyer Representation, First Time Home Buyers, New Home Sales, Short Sales, Listings, Single Family Homes, Relocation, Loans, ABR, Buyers, Real Estate Transactions, Move Up Buyers, Relocation Buyers, FHA, Condos, Vacation Homes, Real Property, Rentals, Seller Representation, Townhomes, HUD, Seniors, e-PRO
Education
University of Delaware 1989 — 1994
BS, Ecomomics
University of Delaware 1989 — 1993
Bachelor of Science (BS), Economics
Holly Lorelli's Wilmington Trust Experience 2006 - 2007
Job Training Manager at Comcast
Industry Entertainment
Experience
Comcast 2007 - Present
Comcast Cable 2007 - Present
Wilmington Trust 2006 - 2007
MBNA 1991 - 2004
Education
University of Delaware 1985 — 1989
BA, English
Comcast 2007 - Present
Comcast Cable 2007 - Present
Wilmington Trust 2006 - 2007
MBNA 1991 - 2004
Education
University of Delaware 1985 — 1989
BA, English
Angela C Johnson's Wilmington Trust Experience August 1986 - November 1999
Job Business Support Specialist at Bank of America
Industry Banking
Experience
Bank of America April 2011 - Present
Bank of America April 2008 - November 2009
MBNA February 2004 - April 2008
MBNA June 2001 - February 2004
MBNA October 1999 - June 2001
Wilmington Trust August 1986 - November 1999
Skills
Banking, Credit, Credit Cards, Relationship Management, Treasury, Fraud, Consumer Lending, Treasury Services, Loans
Education
University of Delaware
certification, microcomputers
Bank of America April 2011 - Present
Bank of America April 2008 - November 2009
MBNA February 2004 - April 2008
MBNA June 2001 - February 2004
MBNA October 1999 - June 2001
Wilmington Trust August 1986 - November 1999
Skills
Banking, Credit, Credit Cards, Relationship Management, Treasury, Fraud, Consumer Lending, Treasury Services, Loans
Education
University of Delaware
certification, microcomputers
Lisa Fricke's Wilmington Trust Experience 2001 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust 2001 - Present
Cummings & Lockwood February 1999 - March 2001
Education
Palm Beach Atlantic University 1999 — 2000
MA, Ministry
The University of Connecticut 1983 — 1987
BA, Political Science
Wilmington Trust 2001 - Present
Cummings & Lockwood February 1999 - March 2001
Education
Palm Beach Atlantic University 1999 — 2000
MA, Ministry
The University of Connecticut 1983 — 1987
BA, Political Science
Chris Courter's Wilmington Trust Experience July 1990 - July 2000
Job Sr. Programmer Analyst at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. August 2014 - Present
JPMorgan Chase September 2013 - July 2014
QVC August 2006 - August 2013
Wilmington Trust July 1990 - July 2000
Skills
Websphere, EAI, DB2, Integration, Unix, SQL, Software Development, Requirements Analysis, ESB, Software Project..., TIBCO, WebSphere Application...
Education
University of Delaware 1984 — 1988
Associate of Arts and Sciences (AAS), Psychology
Lowe's Companies, Inc. August 2014 - Present
JPMorgan Chase September 2013 - July 2014
QVC August 2006 - August 2013
Wilmington Trust July 1990 - July 2000
Skills
Websphere, EAI, DB2, Integration, Unix, SQL, Software Development, Requirements Analysis, ESB, Software Project..., TIBCO, WebSphere Application...
Education
University of Delaware 1984 — 1988
Associate of Arts and Sciences (AAS), Psychology
Beth Fallon's Wilmington Trust Experience 1996 - 2006
Job Vice President at Brandywine Trust Company
Industry Financial Services
Experience
Brandywine Trust Company January 2014 - Present
Brandywine Trust Company January 2007 - December 2013
Wilmington Trust 1996 - 2006
Skills
Trust Services, Wealth Management, Wealth Management..., High Net Worth..., Estate Planning, Asset Management, Alternative Investments, Trust Management, Investment Management, Business Ethics, Asset Allocation, Mutual Funds, Investment Advisory, Private Banking, Wealth
Education
University of Delaware
BSBA
Brandywine Trust Company January 2014 - Present
Brandywine Trust Company January 2007 - December 2013
Wilmington Trust 1996 - 2006
Skills
Trust Services, Wealth Management, Wealth Management..., High Net Worth..., Estate Planning, Asset Management, Alternative Investments, Trust Management, Investment Management, Business Ethics, Asset Allocation, Mutual Funds, Investment Advisory, Private Banking, Wealth
Education
University of Delaware
BSBA
Resha Allen's Wilmington Trust Experience September 2007 - February 2014
Job Administrative Assistant at M&T Bank
Industry Financial Services
Experience
Center Stage Baltimore August 2014 - Present
M&T Bank February 2014 - Present
Wilmington Trust September 2007 - February 2014
Marriott Hotels June 2007 - February 2009
Dollar Thrifty Automotive Group March 2006 - November 2007
SECU October 2005 - May 2007
CVS Pharmacy November 2002 - November 2005
Skills
Office Organization &..., Records & Database..., General Bookkeeping..., Advanced Microsoft..., Telephone & Front..., Spreadsheets & Reports, Scheduling &..., Meeting & Event..., Filing (Highly..., Data Entry (45 WPM), Event Planning, Purchasing, Management, Human Resources, Project Management, Finance, Customer Service, Research, Training, Data Analysis, Software Documentation, Project Coordination, Strategic Planning, Portfolio Management
Education
University of Baltimore 2008 — 2011
Business Management
Catonsville Community College 2005 — 2008
Associate, Business Management- Human Resources
Walbrook High School 1999 — 2003
Hgh School Diploma, Business Administration, Management and Operations
Center Stage Baltimore August 2014 - Present
M&T Bank February 2014 - Present
Wilmington Trust September 2007 - February 2014
Marriott Hotels June 2007 - February 2009
Dollar Thrifty Automotive Group March 2006 - November 2007
SECU October 2005 - May 2007
CVS Pharmacy November 2002 - November 2005
Skills
Office Organization &..., Records & Database..., General Bookkeeping..., Advanced Microsoft..., Telephone & Front..., Spreadsheets & Reports, Scheduling &..., Meeting & Event..., Filing (Highly..., Data Entry (45 WPM), Event Planning, Purchasing, Management, Human Resources, Project Management, Finance, Customer Service, Research, Training, Data Analysis, Software Documentation, Project Coordination, Strategic Planning, Portfolio Management
Education
University of Baltimore 2008 — 2011
Business Management
Catonsville Community College 2005 — 2008
Associate, Business Management- Human Resources
Walbrook High School 1999 — 2003
Hgh School Diploma, Business Administration, Management and Operations
Carol Hackman, CRVPM's Wilmington Trust Experience 1980 - 1994
Job Vice President, Director of Vendor Management Office at WSFS Bank
Industry Banking
Experience
WSFS Bank March 2012 - Present
WSFS Bank August 2006 - March 2012
Commercial Chemical Company 1983 - 2009
StarCite 2005 - 2007
ARAMARK 2000 - 2005
Laser's Edge, Inc. May 1993 - February 1999
Wilmington Trust 1980 - 1994
Skills
Banking, Retail Banking, Project Management, Vendor Management, Trust Services, Change Management, Portfolio Management, Financial Services, Business Analysis, Risk Management, Commercial Lending, SDLC, Relationship Management, Human Resources, Commercial Banking, Management, Credit, Financial Analysis, PMO, Project Portfolio..., Call Centers, ITIL, Strategy, Team Building, Business Process..., Process Improvement, Loans
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
WSFS Bank March 2012 - Present
WSFS Bank August 2006 - March 2012
Commercial Chemical Company 1983 - 2009
StarCite 2005 - 2007
ARAMARK 2000 - 2005
Laser's Edge, Inc. May 1993 - February 1999
Wilmington Trust 1980 - 1994
Skills
Banking, Retail Banking, Project Management, Vendor Management, Trust Services, Change Management, Portfolio Management, Financial Services, Business Analysis, Risk Management, Commercial Lending, SDLC, Relationship Management, Human Resources, Commercial Banking, Management, Credit, Financial Analysis, PMO, Project Portfolio..., Call Centers, ITIL, Strategy, Team Building, Business Process..., Process Improvement, Loans
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
Brian Beyard's Wilmington Trust Experience February 2010 - June 2013
Job Trust Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
Wilmington Trust February 2010 - June 2013
Wilmington Trust April 2007 - February 2010
Ameriprise Financial Services, Inc. November 2006 - January 2007
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, Securities, Wealth Management..., Series 7, Asset Management, Wealth, High Net Worth..., Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
University of Delaware 2002 — 2006
BA, History
RBC Wealth Management June 2013 - Present
Wilmington Trust February 2010 - June 2013
Wilmington Trust April 2007 - February 2010
Ameriprise Financial Services, Inc. November 2006 - January 2007
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, Securities, Wealth Management..., Series 7, Asset Management, Wealth, High Net Worth..., Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
University of Delaware 2002 — 2006
BA, History
Rob Rudnick's Wilmington Trust Experience Relationship ManagerWilmington Trust FSB2009 - Present
Job relationship manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust Relationship ManagerWilmington Trust FSB2009 - Present
Skills
Wealth Management..., Investments, Wealth Management, Asset Management, Relationship Management
Education
Tufts University 1997 — 2000
Wilmington Trust Relationship ManagerWilmington Trust FSB2009 - Present
Skills
Wealth Management..., Investments, Wealth Management, Asset Management, Relationship Management
Education
Tufts University 1997 — 2000
Chris Hufnell's Wilmington Trust Experience April 1998 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
Gould Investment Partners June 2004 - June 2009
Integrity Staffing (for JP MorganChase Private Bank) February 2002 - May 2004
Wilmington Trust April 1998 - January 2002
Education
University of Delaware 1993 — 1997
BA, Political Science
Gould Investment Partners June 2004 - June 2009
Integrity Staffing (for JP MorganChase Private Bank) February 2002 - May 2004
Wilmington Trust April 1998 - January 2002
Education
University of Delaware 1993 — 1997
BA, Political Science
Donald Pierce's Wilmington Trust Experience September 1981 - February 1986
Job Risk Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 1986 - Present
Wilmington Trust September 1981 - February 1986
Skills
Banking, Risk Management, Financial Analysis, Investment Advisory, Operational Risk..., Business Process..., Analysis, Process Improvement, Financial Services, Management, Human Resources, Financial Risk, Finance
Education
University of Delaware 1975 — 1979
Bachelor of Science (BS), Business Administration Finance
Widener University-Delaware Campus
JPMorgan Chase February 1986 - Present
Wilmington Trust September 1981 - February 1986
Skills
Banking, Risk Management, Financial Analysis, Investment Advisory, Operational Risk..., Business Process..., Analysis, Process Improvement, Financial Services, Management, Human Resources, Financial Risk, Finance
Education
University of Delaware 1975 — 1979
Bachelor of Science (BS), Business Administration Finance
Widener University-Delaware Campus
Joseph A. Garniewski Sr., CPA, CTFA, MBA's Wilmington Trust Experience May 2006 - Present
Job Senior Relationship Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust May 2006 - Present
Gunnip & Company May 2005 - May 2006
MBNA April 1986 - May 2005
Skills
Finance, Accounting, Banking, Tax, Strategy, Estate Planning, Portfolio Management, Management, Investments
Education
Cannon Trust School. 2010 — 2012
Certified Trust and Financial Advisor, Wealth Management and Trusts
University of Delaware
BS, Accounting
Widener University
MBA
Wilmington Trust May 2006 - Present
Gunnip & Company May 2005 - May 2006
MBNA April 1986 - May 2005
Skills
Finance, Accounting, Banking, Tax, Strategy, Estate Planning, Portfolio Management, Management, Investments
Education
Cannon Trust School. 2010 — 2012
Certified Trust and Financial Advisor, Wealth Management and Trusts
University of Delaware
BS, Accounting
Widener University
MBA
Andrew Shields's Wilmington Trust Experience January 1997 - July 2002
Job Trust Administrator, JP Morgan Trust Company of Delaware
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
First State Trust Company July 2002 - April 2014
Citigroup July 2002 - April 2008
Wilmington Trust January 1997 - July 2002
Education
University of Delaware 1989 — 1993
Cannon Financial Institute Trust School graduate
JPMorgan Chase April 2014 - Present
First State Trust Company July 2002 - April 2014
Citigroup July 2002 - April 2008
Wilmington Trust January 1997 - July 2002
Education
University of Delaware 1989 — 1993
Cannon Financial Institute Trust School graduate
Holly Lorelli's Wilmington Trust Experience April 2006 - September 2007
Job Director, Talent Management at Navient
Industry Banking
Experience
Navient June 2013 - Present
Sallie Mae June 2010 - June 2013
Comcast September 2007 - February 2010
Wilmington Trust April 2006 - September 2007
MBNA October 1991 - March 2005
MBNA America January 1991 - January 2005
Skills
Instructional Design, Leadership Development, Employee Engagement, Performance Management, Organizational..., Talent Management, Coaching, Training Delivery, Onboarding, Succession Planning, Call Center, Employee Relations
Education
Wilmington University 2011 — 2014
Master's Degree, Organizational Leadership
University of Delaware 1985 — 1989
BA, English
Navient June 2013 - Present
Sallie Mae June 2010 - June 2013
Comcast September 2007 - February 2010
Wilmington Trust April 2006 - September 2007
MBNA October 1991 - March 2005
MBNA America January 1991 - January 2005
Skills
Instructional Design, Leadership Development, Employee Engagement, Performance Management, Organizational..., Talent Management, Coaching, Training Delivery, Onboarding, Succession Planning, Call Center, Employee Relations
Education
Wilmington University 2011 — 2014
Master's Degree, Organizational Leadership
University of Delaware 1985 — 1989
BA, English
Dan Eppihimer's Wilmington Trust Experience May 1992 - October 1998
Job Manager Vendor Administration at De Lage Landen
Industry Financial Services
Experience
De Lage Landen June 2012 - Present
De Lage Landen April 2011 - June 2012
De Lage Landen October 1998 - April 2011
Wilmington Trust May 1992 - October 1998
Skills
Asset Based Lending, Credit Risk, Risk Management, Finance, Banking, Basel II, Portfolio Management, Commercial Lending, Credit, Credit Analysis, Financial Risk, Structured Finance, Commercial Banking, Loans, Credit Scoring, Financial Services, Operational Risk..., Small Business Lending, Financial Analysis, Underwriting, Due Diligence, Relationship Management, Sarbanes-Oxley Act, Executive Management, Mergers & Acquisitions, Managerial Finance, Factoring, Treasury Management, Business Analysis, Internal Controls
Education
University of Delaware 1989 — 1993
BA, Political Science
De Lage Landen June 2012 - Present
De Lage Landen April 2011 - June 2012
De Lage Landen October 1998 - April 2011
Wilmington Trust May 1992 - October 1998
Skills
Asset Based Lending, Credit Risk, Risk Management, Finance, Banking, Basel II, Portfolio Management, Commercial Lending, Credit, Credit Analysis, Financial Risk, Structured Finance, Commercial Banking, Loans, Credit Scoring, Financial Services, Operational Risk..., Small Business Lending, Financial Analysis, Underwriting, Due Diligence, Relationship Management, Sarbanes-Oxley Act, Executive Management, Mergers & Acquisitions, Managerial Finance, Factoring, Treasury Management, Business Analysis, Internal Controls
Education
University of Delaware 1989 — 1993
BA, Political Science
Brian Macnish's Wilmington Trust Experience October 2006 - January 2010
Job Managing Principal at Craven Capital LLC
Industry Financial Services
Experience
Craven Capital LLC February 2012 - Present
BBL Churchill Group Inc 2011 - 2015
Deutsche Bank March 2010 - February 2012
Wilmington Trust October 2006 - January 2010
Atlantic Trust August 2003 - July 2006
Merrill Lynch April 1997 - June 2003
Skills
Trust & Estates attorney, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Securities, Equities, Asset Managment, Investment Advisory, Risk Management, Trust, Estate Law, Alternative Investments, Due Diligence, Asset Management, Private Equity, Investments, Strategy, Hedge Funds, Estate Planning, Financial Services, High Net Worth..., Capital Markets, Investment Management, Fixed Income, Family Office, Investment Strategies, Private Banking, Mutual Funds, Structured Finance, Wealth, Investment Banking, Financial Advisory, Emerging Markets, Structured Products, Bonds, Derivatives, Series 63, Valuation, Investor Relations, Trading, Financial Markets, Private Placements
Education
The University of Queensland 1973 — 1976
Bachelor of Laws (LL.B.), Law, Graduated from the half of the class that made the other half look good!
Brisbane Grammar School 1971 — 1972
Craven Capital LLC February 2012 - Present
BBL Churchill Group Inc 2011 - 2015
Deutsche Bank March 2010 - February 2012
Wilmington Trust October 2006 - January 2010
Atlantic Trust August 2003 - July 2006
Merrill Lynch April 1997 - June 2003
Skills
Trust & Estates attorney, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Securities, Equities, Asset Managment, Investment Advisory, Risk Management, Trust, Estate Law, Alternative Investments, Due Diligence, Asset Management, Private Equity, Investments, Strategy, Hedge Funds, Estate Planning, Financial Services, High Net Worth..., Capital Markets, Investment Management, Fixed Income, Family Office, Investment Strategies, Private Banking, Mutual Funds, Structured Finance, Wealth, Investment Banking, Financial Advisory, Emerging Markets, Structured Products, Bonds, Derivatives, Series 63, Valuation, Investor Relations, Trading, Financial Markets, Private Placements
Education
The University of Queensland 1973 — 1976
Bachelor of Laws (LL.B.), Law, Graduated from the half of the class that made the other half look good!
Brisbane Grammar School 1971 — 1972
Kallol Ray's Wilmington Trust Experience September 2006 - February 2012
Job Director, National Governance Risk and Compliance at Comcast
Industry Banking
Experience
Comcast March 2012 - Present
Wilmington Trust September 2006 - February 2012
JP Morgan Chase 1999 - 2006
Education
University of Delaware 2010 — 2013
Master of Business Administration (MBA), Information Technology
The University of Memphis 1995 — 1998
BS, Computer Science
Comcast March 2012 - Present
Wilmington Trust September 2006 - February 2012
JP Morgan Chase 1999 - 2006
Education
University of Delaware 2010 — 2013
Master of Business Administration (MBA), Information Technology
The University of Memphis 1995 — 1998
BS, Computer Science
Josh Stump's Wilmington Trust Experience July 2002 - Present
Job Portfolio Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust July 2002 - Present
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Wealth Management..., Finance, Hedge Funds, Series 7, Securities, High Net Worth..., Loans, Fixed Income, Financial Analysis, Bonds, Risk Management, Banking, ETFs, Trading, Relationship Management, Trust Services, Financial Services, Separately Managed...
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Finance, General
Wilmington Trust July 2002 - Present
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Wealth Management..., Finance, Hedge Funds, Series 7, Securities, High Net Worth..., Loans, Fixed Income, Financial Analysis, Bonds, Risk Management, Banking, ETFs, Trading, Relationship Management, Trust Services, Financial Services, Separately Managed...
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Finance, General
Michele Kuntz's Wilmington Trust Experience November 2002 - April 2007
Job Annuity Operations/Retirement Plan Services Manager at Horace Mann
Industry Financial Services
Experience
Horace Mann October 2008 - Present
Wilmington Trust November 2002 - April 2007
Skills
Business Process, Mutual Funds, Software Project..., Project Management, Program Management, Retirement, Integration, Pensions, Analysis, Agile Methodologies, Customer Service
Education
University of Central Missouri 1997 — 2001
Bachelors, Marketing
University of Central Missouri 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Marketing
Horace Mann October 2008 - Present
Wilmington Trust November 2002 - April 2007
Skills
Business Process, Mutual Funds, Software Project..., Project Management, Program Management, Retirement, Integration, Pensions, Analysis, Agile Methodologies, Customer Service
Education
University of Central Missouri 1997 — 2001
Bachelors, Marketing
University of Central Missouri 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Marketing
Ike Watters's Wilmington Trust Experience November 2006 - September 2011
Job Senior Project Management
Industry Government Relations
Experience
Delaware Health Care Commission June 2013 - Present
Independent Consulting November 2011 - Present
Wilmington Trust November 2006 - September 2011
BankOne September 2003 - June 2006
JPMorgan Chase February 1988 - September 2003
Hercules & Hercules, Inc. May 1972 - September 1995
Skills
2nd Level Engineer..., Network Support Manager, Data Center Manager, Project Manager, Application Support..., Technology Liaison, Call Center Support..., Change Release Manager, Customer Service..., Security Administrator, Compliance Audit Review, Risk Management, Type 70 WPM, Microsoft Office, Spectrum Analyzer, Peripherals, Inventory Management, Netview, Cross-functional Team..., Business Analysis, Requirements Analysis, IT Management, Security, Change Management, Performance Management, Data Center, Leadership, Management, Disaster Recovery, Process Improvement, Call Centers, SDLC, Visio, Unix, Business Continuity, IT Strategy, Integration, Project Portfolio..., PMO, IT Service Management, PMP, Program Management, Troubleshooting, Resource Management, Vendor Management, Networking, Analysis, Testing, Customer Service
Education
University of Delaware 1973 — 1974
Job Related Courses
PS DuPont High School
Business, 12th
Delaware Health Care Commission June 2013 - Present
Independent Consulting November 2011 - Present
Wilmington Trust November 2006 - September 2011
BankOne September 2003 - June 2006
JPMorgan Chase February 1988 - September 2003
Hercules & Hercules, Inc. May 1972 - September 1995
Skills
2nd Level Engineer..., Network Support Manager, Data Center Manager, Project Manager, Application Support..., Technology Liaison, Call Center Support..., Change Release Manager, Customer Service..., Security Administrator, Compliance Audit Review, Risk Management, Type 70 WPM, Microsoft Office, Spectrum Analyzer, Peripherals, Inventory Management, Netview, Cross-functional Team..., Business Analysis, Requirements Analysis, IT Management, Security, Change Management, Performance Management, Data Center, Leadership, Management, Disaster Recovery, Process Improvement, Call Centers, SDLC, Visio, Unix, Business Continuity, IT Strategy, Integration, Project Portfolio..., PMO, IT Service Management, PMP, Program Management, Troubleshooting, Resource Management, Vendor Management, Networking, Analysis, Testing, Customer Service
Education
University of Delaware 1973 — 1974
Job Related Courses
PS DuPont High School
Business, 12th
Teresa (Boltz) Hunt's Wilmington Trust Experience December 2010 - September 2011
Job Audit Admin at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2013 - Present
PwC March 2012 - August 2013
Randstad Finance & Accounting December 2011 - March 2012
Wilmington Trust December 2010 - September 2011
State Street Bank June 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Central Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Grant Thornton LLP October 2013 - Present
PwC March 2012 - August 2013
Randstad Finance & Accounting December 2011 - March 2012
Wilmington Trust December 2010 - September 2011
State Street Bank June 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Central Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Marcus Wallace's Wilmington Trust Experience October 2010 - August 2011
Job Senior Software Engineer at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US November 2013 - Present
Devon Consulting January 2012 - October 2013
Entech August 2011 - December 2011
Wilmington Trust October 2010 - August 2011
Accenture September 2007 - October 2010
Lockheed Martin 2005 - 2007
Hewitt Associates 2004 - 2005
Skills
Agile Methodologies, Spring Webflow, Java, Quality Assurance, SDLC, SQL, Spring, Eclipse, JDBC, Mockito, Git, SOA, Software Development, Software Project..., Scrum, Requirements Analysis, XML, Java Enterprise Edition, Oracle, JUnit, Tomcat, Maven, UML, SOAP
Education
The College of New Jersey
BS, Computer Science
Randstad Technologies US November 2013 - Present
Devon Consulting January 2012 - October 2013
Entech August 2011 - December 2011
Wilmington Trust October 2010 - August 2011
Accenture September 2007 - October 2010
Lockheed Martin 2005 - 2007
Hewitt Associates 2004 - 2005
Skills
Agile Methodologies, Spring Webflow, Java, Quality Assurance, SDLC, SQL, Spring, Eclipse, JDBC, Mockito, Git, SOA, Software Development, Software Project..., Scrum, Requirements Analysis, XML, Java Enterprise Edition, Oracle, JUnit, Tomcat, Maven, UML, SOAP
Education
The College of New Jersey
BS, Computer Science
John L. Olsen's Wilmington Trust Experience December 1994 - April 2011
Job Senior Vice President and General Counsel at Wilmington Savings Fund Society, FSB
Industry Banking
Experience
Wilmington Savings Fund Society, FSB April 2011 - Present
Wilmington Trust December 1994 - April 2011
Duane Morris LLP 1986 - 1994
Education
University of Pennsylvania Law School 1981 — 1984
JD, Law
The George Washington University 1976 — 1980
BA, Economics, Classics
Wilmington Savings Fund Society, FSB April 2011 - Present
Wilmington Trust December 1994 - April 2011
Duane Morris LLP 1986 - 1994
Education
University of Pennsylvania Law School 1981 — 1984
JD, Law
The George Washington University 1976 — 1980
BA, Economics, Classics
Nancy Mayer's Wilmington Trust Experience PrincipalMayer & Myers Design1986 - 2007
Job Graphic Design / Communications
Industry Design
Experience
Wilmington Trust PrincipalMayer & Myers Design1986 - 2007
Education
Yale University 1982 — 1984
MFA, Graphic Design
University of California, Berkeley 1976 — 1980
AB, Architecture
Wilmington Trust PrincipalMayer & Myers Design1986 - 2007
Education
Yale University 1982 — 1984
MFA, Graphic Design
University of California, Berkeley 1976 — 1980
AB, Architecture
Kara Munson's Wilmington Trust Experience March 2003 - July 2011
Job Vice President Commercial Credit Administration, Artisans' Bank
Industry Financial Services
Experience
Artisans' Bank October 2012 - Present
WSFS Bank August 2011 - August 2012
Wilmington Trust March 2003 - July 2011
Wilmington Trust January 1999 - March 2003
Wilmington Trust March 1993 - January 1999
Wilmington Trust April 1992 - March 1993
Wilmington Trust May 1989 - April 1992
Wilmington Trust August 1988 - May 1989
Skills
Workshop Facilitation, Project Management, Program Management, Needs Analysis, Curriculum Design, Program Evaluation, Vendor Management, Banking, Talent Management, Organizational..., Leadership Development, Succession Planning, Instructional Design, Employee Engagement, Change Management, Strategic Planning, Strategy, Training Delivery, Leadership, Training, Team Leadership, Budgets, Recruiting, Analysis
Education
Widener University 1990 — 1994
MBA
University of Delaware 1983 — 1988
B.S., Consumer Economics
University of Delaware
Certificate, Training and Employee Development
Artisans' Bank October 2012 - Present
WSFS Bank August 2011 - August 2012
Wilmington Trust March 2003 - July 2011
Wilmington Trust January 1999 - March 2003
Wilmington Trust March 1993 - January 1999
Wilmington Trust April 1992 - March 1993
Wilmington Trust May 1989 - April 1992
Wilmington Trust August 1988 - May 1989
Skills
Workshop Facilitation, Project Management, Program Management, Needs Analysis, Curriculum Design, Program Evaluation, Vendor Management, Banking, Talent Management, Organizational..., Leadership Development, Succession Planning, Instructional Design, Employee Engagement, Change Management, Strategic Planning, Strategy, Training Delivery, Leadership, Training, Team Leadership, Budgets, Recruiting, Analysis
Education
Widener University 1990 — 1994
MBA
University of Delaware 1983 — 1988
B.S., Consumer Economics
University of Delaware
Certificate, Training and Employee Development
Jonathan S., PMP's Wilmington Trust Experience March 2011 - Present
Job Senior Project Manager, VP at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2011 - Present
Wilmington Trust June 2008 - May 2011
Wilmington Trust Company January 2006 - June 2008
Wilmington Trust January 2003 - June 2006
Wilmington Trust January 2000 - January 2003
Wilmington Trust June 1998 - January 2000
Wilmington Trust May 1996 - June 1998
Wilmington Trust August 1994 - May 1996
Wilmington Trust January 1994 - August 1994
Skills
Project Management, Retail Banking, Business Analysis, Business Process..., Regulatory Requirements, User Acceptance Testing, Internal Communications, Business Requirements, Business Process..., PMP, PMO, SDLC, Financial Risk, Requirements Analysis, Vendor Management, Financial Services, Banking, Strategy, Leadership
Education
University of Delaware 1989 — 1993
BA, Mathematics
University of Delaware 1989 — 1993
University of Delaware 1989 — 1993
mathematics
Wilmington Trust March 2011 - Present
Wilmington Trust June 2008 - May 2011
Wilmington Trust Company January 2006 - June 2008
Wilmington Trust January 2003 - June 2006
Wilmington Trust January 2000 - January 2003
Wilmington Trust June 1998 - January 2000
Wilmington Trust May 1996 - June 1998
Wilmington Trust August 1994 - May 1996
Wilmington Trust January 1994 - August 1994
Skills
Project Management, Retail Banking, Business Analysis, Business Process..., Regulatory Requirements, User Acceptance Testing, Internal Communications, Business Requirements, Business Process..., PMP, PMO, SDLC, Financial Risk, Requirements Analysis, Vendor Management, Financial Services, Banking, Strategy, Leadership
Education
University of Delaware 1989 — 1993
BA, Mathematics
University of Delaware 1989 — 1993
University of Delaware 1989 — 1993
mathematics
Brad Shuts's Wilmington Trust Experience February 2005 - April 2011
Job Vice President & Financial Anayst IV at TD
Industry Financial Services
Experience
TD August 2013 - Present
Alliance Data April 2011 - May 2013
Wilmington Trust February 2005 - April 2011
Wilmington Trust May 1997 - February 2005
FMC January 1994 - May 1997
FMC August 1992 - December 1993
Skills
Microsoft Excel, Accounting, General Ledger, Essbase, PeopleSoft, SAP, Access, Microsoft Word, PowerPoint, Outlook, Technical Accounting..., Accounting Research, 10K, 10Q, Financial Analysis, Financial Reporting, Financial Modeling, Accounting System
Education
Widener University 1997 — 2000
MBA, Finance
University of Delaware 1988 — 1992
B.S., Accounting
Holy Cross High School
TD August 2013 - Present
Alliance Data April 2011 - May 2013
Wilmington Trust February 2005 - April 2011
Wilmington Trust May 1997 - February 2005
FMC January 1994 - May 1997
FMC August 1992 - December 1993
Skills
Microsoft Excel, Accounting, General Ledger, Essbase, PeopleSoft, SAP, Access, Microsoft Word, PowerPoint, Outlook, Technical Accounting..., Accounting Research, 10K, 10Q, Financial Analysis, Financial Reporting, Financial Modeling, Accounting System
Education
Widener University 1997 — 2000
MBA, Finance
University of Delaware 1988 — 1992
B.S., Accounting
Holy Cross High School
Chris Backer's Wilmington Trust Experience September 1983 - December 1994
Job VP at Automatic Data Processing
Industry Information Services
Experience
Automatic Data Processing January 1995 - Present
Wilmington Trust September 1983 - December 1994
Skills
Portfolio Management, Fixed Income, Process Improvement, Asset Management, Securities, Asset Allocation, Financial Analysis, Capital Markets, Financial Modeling, Credit, Mutual Funds, Wealth Management, Bonds, Investments, Risk Management, Hedge Funds, Series 7, Series 63, Alternative Investments, Bloomberg, Credit Analysis, Valuation, Banking, Derivatives, Trading, Investment Strategies, Investment Banking, Financial Markets, Corporate Finance
Education
University of Delaware 1985 — 1989
MBA, Finance
University of Delaware 1979 — 1983
BS, Finance
Salesianum High School 1975 — 1979
College Prep
Automatic Data Processing January 1995 - Present
Wilmington Trust September 1983 - December 1994
Skills
Portfolio Management, Fixed Income, Process Improvement, Asset Management, Securities, Asset Allocation, Financial Analysis, Capital Markets, Financial Modeling, Credit, Mutual Funds, Wealth Management, Bonds, Investments, Risk Management, Hedge Funds, Series 7, Series 63, Alternative Investments, Bloomberg, Credit Analysis, Valuation, Banking, Derivatives, Trading, Investment Strategies, Investment Banking, Financial Markets, Corporate Finance
Education
University of Delaware 1985 — 1989
MBA, Finance
University of Delaware 1979 — 1983
BS, Finance
Salesianum High School 1975 — 1979
College Prep
Hasan Shah's Wilmington Trust Experience September 2014 - February 2015
Job Senior Risk Manager | Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2015 - August 2015
Wilmington Trust September 2014 - February 2015
Morgan Stanley Wealth Management March 2006 - August 2014
Old Mutual Asset Management August 2004 - March 2006
Skills
Teaching, Photoshop, Finance
Education
Towson University 2014 — 2016
Master of Science (MS)
University of Maryland Baltimore County 2001 — 2003
International Relations & Macro Economics
Fannie Mae March 2015 - August 2015
Wilmington Trust September 2014 - February 2015
Morgan Stanley Wealth Management March 2006 - August 2014
Old Mutual Asset Management August 2004 - March 2006
Skills
Teaching, Photoshop, Finance
Education
Towson University 2014 — 2016
Master of Science (MS)
University of Maryland Baltimore County 2001 — 2003
International Relations & Macro Economics
Edward Truitt's Wilmington Trust Experience September 1987 - November 1996
Job Senior Vice President at Maples Fiduciary Services (Delaware) Inc.
Industry Financial Services
Experience
Maples Fiduciary Services (Delaware) Inc. July 2013 - Present
Wells Fargo Delaware Trust Company, N.A. April 2002 - July 2013
Wachovia Trust Company, N.A. November 1996 - April 2002
Wilmington Trust September 1987 - November 1996
Skills
Risk Management, Portfolio Management, Relationship Management, Business Strategy, Strategy, Strategic Planning, Securities, Mutual Funds, Banking, Fixed Income, Capital Markets, Financial Services, Corporate Finance, Strategic Financial..., Finance
Education
University of Delaware 1982 — 1986
BSBA, Finance and Marketing
Maples Fiduciary Services (Delaware) Inc. July 2013 - Present
Wells Fargo Delaware Trust Company, N.A. April 2002 - July 2013
Wachovia Trust Company, N.A. November 1996 - April 2002
Wilmington Trust September 1987 - November 1996
Skills
Risk Management, Portfolio Management, Relationship Management, Business Strategy, Strategy, Strategic Planning, Securities, Mutual Funds, Banking, Fixed Income, Capital Markets, Financial Services, Corporate Finance, Strategic Financial..., Finance
Education
University of Delaware 1982 — 1986
BSBA, Finance and Marketing
Jeremie Smith's Wilmington Trust Experience June 2002 - July 2005
Job Senior Relationship Manager at Vanderbilt University
Industry Information Technology and Services
Experience
Vanderbilt University August 2005 - Present
Wilmington Trust June 2002 - July 2005
Rollins Leasing Corp June 1994 - December 2001
Skills
Healthcare, Visio, Process Improvement, Disaster Recovery, SharePoint, Business Analysis, Data Analysis, Software Documentation, Healthcare Information..., Project Management, Access, Troubleshooting, Program Management, System Administration, IT Management, Management, Risk Management, Active Directory, Analysis
Education
University of Delaware 1990 — 1994
Bachelor of Science (BS), Business Administration and Management
Vanderbilt University August 2005 - Present
Wilmington Trust June 2002 - July 2005
Rollins Leasing Corp June 1994 - December 2001
Skills
Healthcare, Visio, Process Improvement, Disaster Recovery, SharePoint, Business Analysis, Data Analysis, Software Documentation, Healthcare Information..., Project Management, Access, Troubleshooting, Program Management, System Administration, IT Management, Management, Risk Management, Active Directory, Analysis
Education
University of Delaware 1990 — 1994
Bachelor of Science (BS), Business Administration and Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY