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
Shawn Goffinet Shawn Goffinet's Wilmington Trust Experience March 2015 - Present
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2015 - Present
Wells Fargo Corporate Trust July 2010 - March 2015
Wells Fargo 2007 - 2010
Wells Fargo Advisors 2005 - 2007
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1999 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Wilmington Trust March 2015 - Present
Wells Fargo Corporate Trust July 2010 - March 2015
Wells Fargo 2007 - 2010
Wells Fargo Advisors 2005 - 2007
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1999 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Vicki Renaud Cotter, SPHR, CPCC, ACC Vicki Renaud Cotter, SPHR, CPCC, ACC's Wilmington Trust Experience 1980 - 1993
Job Keep It Simple: Growing leaders and their teams
Industry Human Resources
Experience
Keep It Simple: Growing leaders and their teams April 2012 - Present
M-Edge Accessories November 2012 - November 2013
W.L. Gore & Associates October 2008 - April 2012
W.L. Gore & Associates October 1986 - April 2012
W.L. Gore & Associates September 1996 - October 2008
Union Hospital of Cecil County March 1993 - October 1996
Union Hospital 1993 - 1996
Wilmington Trust 1980 - 1993
Skills
Executive Coaching, Development Of Teams, Large Group Facilitation, HR Consulting, Leadership Development, Organizational..., Engagement, Team Building, Workshop Facilitation, Training, Human Resources, Personal Development, Entrepreneurship, Cross-functional Team..., Succession Planning, Strategic Planning, Management Development, Strategy, Organizational Design, Career Counseling, Time Management, Recruiting, Applicant Tracking..., Career Development, Employee Training, Executive Development
Education
Triple Impact Practitioners Program (an OD intensive) 2012 — 2013
Certificate, Organizational Development
Coaches Training Institute (CTI) 2010 — 2012
CPCC, Coaches Training Institute (CTI)
Wilmington University 1993 — 1996
Master of Science (M.S.), HR Management
University of Delaware 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Irvington High School 1972 — 1976
BEabove Leadership
Neuroscience, Consciousness & Transformational Coaching
Keep It Simple: Growing leaders and their teams April 2012 - Present
M-Edge Accessories November 2012 - November 2013
W.L. Gore & Associates October 2008 - April 2012
W.L. Gore & Associates October 1986 - April 2012
W.L. Gore & Associates September 1996 - October 2008
Union Hospital of Cecil County March 1993 - October 1996
Union Hospital 1993 - 1996
Wilmington Trust 1980 - 1993
Skills
Executive Coaching, Development Of Teams, Large Group Facilitation, HR Consulting, Leadership Development, Organizational..., Engagement, Team Building, Workshop Facilitation, Training, Human Resources, Personal Development, Entrepreneurship, Cross-functional Team..., Succession Planning, Strategic Planning, Management Development, Strategy, Organizational Design, Career Counseling, Time Management, Recruiting, Applicant Tracking..., Career Development, Employee Training, Executive Development
Education
Triple Impact Practitioners Program (an OD intensive) 2012 — 2013
Certificate, Organizational Development
Coaches Training Institute (CTI) 2010 — 2012
CPCC, Coaches Training Institute (CTI)
Wilmington University 1993 — 1996
Master of Science (M.S.), HR Management
University of Delaware 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Irvington High School 1972 — 1976
BEabove Leadership
Neuroscience, Consciousness & Transformational Coaching
R. Scott Smith III R. Scott Smith III's Wilmington Trust Experience June 2007 - July 2008
Job Real Estate Underwriter at PNC
Industry Financial Services
Experience
PNC July 2008 - Present
Wilmington Trust June 2007 - July 2008
Wilmington Trust June 2005 - June 2007
Skills
Real Estate, Underwriting, Banking, Microsoft Excel
Education
University of Delaware 2001 — 2005
Bachelor of Science (B.S.), Major: Finance, Minor: Economics
PNC July 2008 - Present
Wilmington Trust June 2007 - July 2008
Wilmington Trust June 2005 - June 2007
Skills
Real Estate, Underwriting, Banking, Microsoft Excel
Education
University of Delaware 2001 — 2005
Bachelor of Science (B.S.), Major: Finance, Minor: Economics
Charisse Rodgers Charisse Rodgers's Wilmington Trust Experience 2007 - 2012
Job Management Professional | Corporate Financial Services | (clrodgers@alumni.upenn.edu)
Industry Financial Services
Experience
Looking for a Management position at a dynamic organization. June 2015 - Present
BNY Mellon March 2014 - June 2015
Wilmington Trust 2007 - 2012
Wilmington Trust 2002 - 2007
Wilmington Trust 2000 - 2002
Wilmington Trust 1998 - 2000
Wilmington Trust 1994 - 1998
Wilmington Trust 1991 - 1994
Wilmington Trust 1990 - 1991
Skills
Securities, Risk Management, Compliance, SOX Compliancy, Securities Regulation, Financial Regulation, Contract Management, Capital Markets, Financial Services, Diversity & Inclusion, Account Management, Corporate Services, Portfolio Management, Cross-functional Team..., Fixed Income, Banking, Wealth Management, Operational Risk..., Budgets, Finance, Mutual Funds, Relationship Management, Structured Finance, Asset Management, Leadership, Management, Series 7, Hedge Funds, Investment Management, Bonds, AML, Credit, Wealth Management..., Equities, Loans, Financial Risk, Structured Products, Investments
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Public Policy and Management
Looking for a Management position at a dynamic organization. June 2015 - Present
BNY Mellon March 2014 - June 2015
Wilmington Trust 2007 - 2012
Wilmington Trust 2002 - 2007
Wilmington Trust 2000 - 2002
Wilmington Trust 1998 - 2000
Wilmington Trust 1994 - 1998
Wilmington Trust 1991 - 1994
Wilmington Trust 1990 - 1991
Skills
Securities, Risk Management, Compliance, SOX Compliancy, Securities Regulation, Financial Regulation, Contract Management, Capital Markets, Financial Services, Diversity & Inclusion, Account Management, Corporate Services, Portfolio Management, Cross-functional Team..., Fixed Income, Banking, Wealth Management, Operational Risk..., Budgets, Finance, Mutual Funds, Relationship Management, Structured Finance, Asset Management, Leadership, Management, Series 7, Hedge Funds, Investment Management, Bonds, AML, Credit, Wealth Management..., Equities, Loans, Financial Risk, Structured Products, Investments
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Public Policy and Management
Henry Supinski Henry Supinski's Wilmington Trust Experience October 2007 - October 2010
Job Client Relationship Manager at InvestEdge, Inc.
Industry Information Technology and Services
Experience
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
Charles R. Hudson, Jr. Charles R. Hudson, Jr.'s Wilmington Trust Experience June 2005 - September 2011
Job Executive Director, National Governance, Risk and Compliance at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable April 2014 - Present
University of Connecticut April 2014 - Present
Comcast Cable September 2011 - March 2014
Wilmington Trust June 2005 - September 2011
Wilmington Trust January 2001 - June 2005
Wilmington Trust Company January 1998 - December 2001
Wilmington Trust Company January 1997 - December 1997
Skills
Security, Information Security, IT Strategy, IT Audit, Risk Management, Information Security..., CISSP, Governance, Information Technology, Network Security, Business Continuity, Computer Security, Program Management, Process Improvement, Strategy, Disaster Recovery, Networking, Virtualization, Sarbanes-Oxley Act, System Deployment, Change Management, Cloud Computing, Enterprise Architecture, IT Management, Data Center, Integration, PCI Standards, SOX 404, Yellow Belt, Lean Transformation, Six Sigma, Security Architecture..., CISM, Enterprise Software, Vendor Management, Management, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
MBA, Business
University of Delaware - Lerner College of Business and Economics 1991 — 1996
BS, Finance and Economics
Comcast Cable April 2014 - Present
University of Connecticut April 2014 - Present
Comcast Cable September 2011 - March 2014
Wilmington Trust June 2005 - September 2011
Wilmington Trust January 2001 - June 2005
Wilmington Trust Company January 1998 - December 2001
Wilmington Trust Company January 1997 - December 1997
Skills
Security, Information Security, IT Strategy, IT Audit, Risk Management, Information Security..., CISSP, Governance, Information Technology, Network Security, Business Continuity, Computer Security, Program Management, Process Improvement, Strategy, Disaster Recovery, Networking, Virtualization, Sarbanes-Oxley Act, System Deployment, Change Management, Cloud Computing, Enterprise Architecture, IT Management, Data Center, Integration, PCI Standards, SOX 404, Yellow Belt, Lean Transformation, Six Sigma, Security Architecture..., CISM, Enterprise Software, Vendor Management, Management, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
MBA, Business
University of Delaware - Lerner College of Business and Economics 1991 — 1996
BS, Finance and Economics
Ronnie Steele's Wilmington Trust Experience August 2011 - November 2013
Job BI Developer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2014 - Present
IO December 2013 - October 2014
Wilmington Trust August 2011 - November 2013
Global Water Resources September 2010 - July 2011
Pinnacle Education July 2009 - August 2010
Goodwill Industries March 2008 - March 2009
Prosoft Learning September 2006 - May 2008
DHL 2005 - 2006
Skills
SQL, SQL Server 2000-2008, SSIS, SSRS, Microsoft SQL Server, Active Directory, T-SQL, Business Intelligence, Databases, ETL, Business Analysis, SDLC, Testing, SharePoint, Stored Procedures, Relational Databases, Oracle SQL Developer, Software Documentation
Education
University of Phoenix 2004 — 2008
Bachelor of Science, Information Technology
Wells Fargo November 2014 - Present
IO December 2013 - October 2014
Wilmington Trust August 2011 - November 2013
Global Water Resources September 2010 - July 2011
Pinnacle Education July 2009 - August 2010
Goodwill Industries March 2008 - March 2009
Prosoft Learning September 2006 - May 2008
DHL 2005 - 2006
Skills
SQL, SQL Server 2000-2008, SSIS, SSRS, Microsoft SQL Server, Active Directory, T-SQL, Business Intelligence, Databases, ETL, Business Analysis, SDLC, Testing, SharePoint, Stored Procedures, Relational Databases, Oracle SQL Developer, Software Documentation
Education
University of Phoenix 2004 — 2008
Bachelor of Science, Information Technology
Colin Pryor's Wilmington Trust Experience June 2007 - August 2010
Job Outside Sales and Relationship Management
Industry Building Materials
Experience
Cort Design & Marketing Group, LLC June 2014 - Present
Bank of Albuquerque October 2010 - June 2014
Wilmington Trust June 2007 - August 2010
Wilmington Trust August 2005 - June 2007
Skills
Wealth, Banking, Investments, Retirement Planning, Investment Management, High Net Worth..., Wealth Management..., Wealth Management, Commercial Banking, Relationship Management, Retail Banking, Finance, Portfolio Management, Commercial Lending
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2006
B.S., Finance
Cort Design & Marketing Group, LLC June 2014 - Present
Bank of Albuquerque October 2010 - June 2014
Wilmington Trust June 2007 - August 2010
Wilmington Trust August 2005 - June 2007
Skills
Wealth, Banking, Investments, Retirement Planning, Investment Management, High Net Worth..., Wealth Management..., Wealth Management, Commercial Banking, Relationship Management, Retail Banking, Finance, Portfolio Management, Commercial Lending
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2006
B.S., Finance
Lee Herzog, CFA Lee Herzog, CFA's Wilmington Trust Experience June 2006 - August 2006
Job Investment Professional at Single Family Office
Industry Investment Management
Experience
Brooklyn NY Holdings, LLC 2013 - Present
Bloomberg LP 2012 - 2013
JP Morgan 2011 - 2012
JP Morgan 2009 - 2011
JP Morgan 2008 - 2009
JP Morgan January 2007 - June 2008
Wilmington Trust June 2006 - August 2006
Skills
Portfolio Management, Private Equity, Fixed Income, Portfolio Optimization, Asset Allocation, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Bloomberg Terminal, Asset Management, Economics, Wealth Management, Fund Of Funds, Investments, Mutual Funds, Capital Markets, Bonds, Financial Markets, Financial Analysis, Credit Risk, Credit, Financial Planning, Banking, Fixed Income Trading, Bloomberg, Manager Selection, Project Management, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
B.S. Honors, Economics and Finance, Cum Laude, Dean’s List all semesters
University of Richmond - Robins School of Business 2004 — 2004
Wilmington Friends School 2000 — 2004
High school diploma
Brooklyn NY Holdings, LLC 2013 - Present
Bloomberg LP 2012 - 2013
JP Morgan 2011 - 2012
JP Morgan 2009 - 2011
JP Morgan 2008 - 2009
JP Morgan January 2007 - June 2008
Wilmington Trust June 2006 - August 2006
Skills
Portfolio Management, Private Equity, Fixed Income, Portfolio Optimization, Asset Allocation, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Bloomberg Terminal, Asset Management, Economics, Wealth Management, Fund Of Funds, Investments, Mutual Funds, Capital Markets, Bonds, Financial Markets, Financial Analysis, Credit Risk, Credit, Financial Planning, Banking, Fixed Income Trading, Bloomberg, Manager Selection, Project Management, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
B.S. Honors, Economics and Finance, Cum Laude, Dean’s List all semesters
University of Richmond - Robins School of Business 2004 — 2004
Wilmington Friends School 2000 — 2004
High school diploma
Clay Cardozo Clay Cardozo's Wilmington Trust Experience July 2014 - Present
Job Vice President and Regional Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2014 - Present
The Bank of New York Mellon Trust Company, N.A. April 2012 - July 2014
The Bank of New York Mellon Trust Company, N.A. December 2007 - April 2012
The Bank of New York Mellon Trust Company, N.A. November 2002 - December 2007
Skills
Management, Capital Markets, Risk Management, Leadership, Financial Analysis, Finance, Financial Reporting, Sales, Relationship Management, Mentoring, Process Improvement, Financial Services, Securities, Business Development, CRM
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
Wilmington Trust July 2014 - Present
The Bank of New York Mellon Trust Company, N.A. April 2012 - July 2014
The Bank of New York Mellon Trust Company, N.A. December 2007 - April 2012
The Bank of New York Mellon Trust Company, N.A. November 2002 - December 2007
Skills
Management, Capital Markets, Risk Management, Leadership, Financial Analysis, Finance, Financial Reporting, Sales, Relationship Management, Mentoring, Process Improvement, Financial Services, Securities, Business Development, CRM
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
Susan Hendrixson Morris's Wilmington Trust Experience 1993 - 1997
Job Brand Ambassador at Banana Republic / Gap Inc.
Industry Retail
Experience
Banana Republic / Gap Inc. February 2009 - Present
Pettinaro Company 2000 - 2006
CSC 1997 - 2000
Wilmington Trust 1993 - 1997
Banana Republic / Gap Inc. 1991 - 1993
John Wanamaker Department Stores 1984 - 1991
Skills
Customer Service, Sales, Retail, Marketing, Merchandising, Time Management
Education
University of Delaware 1986 — 1990
Bachelor's Degree, Psychology
Padua Academy
Villanova University
Master's Degree, Human Organization Science
Banana Republic / Gap Inc. February 2009 - Present
Pettinaro Company 2000 - 2006
CSC 1997 - 2000
Wilmington Trust 1993 - 1997
Banana Republic / Gap Inc. 1991 - 1993
John Wanamaker Department Stores 1984 - 1991
Skills
Customer Service, Sales, Retail, Marketing, Merchandising, Time Management
Education
University of Delaware 1986 — 1990
Bachelor's Degree, Psychology
Padua Academy
Villanova University
Master's Degree, Human Organization Science
Jonathan Roth, CFA's Wilmington Trust Experience February 2006 - October 2007
Job Senior Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
BNY Mellon August 2010 - October 2011
BlackRock October 2007 - August 2010
Wilmington Trust February 2006 - October 2007
Skills
Data Analysis, Performance Metrics, Data Reconciliation, Training, Investment Management, SQL, Database Administration, Microsoft Excel, Microsoft Office 2007
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Finance, Economics
University of Delaware Lerner College of Business 2001 — 2005
BS, Finance; Economics
BNY Mellon October 2011 - Present
BNY Mellon August 2010 - October 2011
BlackRock October 2007 - August 2010
Wilmington Trust February 2006 - October 2007
Skills
Data Analysis, Performance Metrics, Data Reconciliation, Training, Investment Management, SQL, Database Administration, Microsoft Excel, Microsoft Office 2007
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Finance, Economics
University of Delaware Lerner College of Business 2001 — 2005
BS, Finance; Economics
Tina Wolf Tina Wolf's Wilmington Trust Experience 1989 - 1998
Job Operations Consultant at Bank of America
Industry Banking
Experience
Bank of America July 2000 - Present
Wilmington Trust 1989 - 1998
DuPont 1987 - 1989
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Employee Engagement, Associate Engagement, Educational Leadership, Consumer Lending, Project Management, Project Planning, Project Coordination, Curriculum Design, Marketing Communications, Communication, Customer Service, Training, Leadership, Coaching, Team Building, Change Management, Leadership Development, Banking, Fundraising, Loan Servicing, Event Management, Program Management, Risk Management, Credit Cards, Credit, Process Improvement, Management, Relationship Management, Financial Services, Credit Analysis
Education
University of Delaware 1986 — 1988
Education
Howard Career Center 1982 — 1987
Bank of America July 2000 - Present
Wilmington Trust 1989 - 1998
DuPont 1987 - 1989
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Employee Engagement, Associate Engagement, Educational Leadership, Consumer Lending, Project Management, Project Planning, Project Coordination, Curriculum Design, Marketing Communications, Communication, Customer Service, Training, Leadership, Coaching, Team Building, Change Management, Leadership Development, Banking, Fundraising, Loan Servicing, Event Management, Program Management, Risk Management, Credit Cards, Credit, Process Improvement, Management, Relationship Management, Financial Services, Credit Analysis
Education
University of Delaware 1986 — 1988
Education
Howard Career Center 1982 — 1987
Ryan Kenny's Wilmington Trust Experience July 2015 - Present
Job Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2015 - Present
Fisher Hassenfeld College House August 2013 - May 2015
Department of Dermatology, University of Pennsylvania Health System May 2013 - May 2014
Division of Sleep Medicine, University of Pennsylvania Health System May 2013 - January 2014
Weiss Tech House September 2011 - May 2013
Skills
Statistics, Data Analysis, Research, Statistical Modeling, Fundraising, Event Planning, Microsoft Office, Community Outreach
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Mathematics; Minor in Statistics
Bayard Rustin High School 2007 — 2011
Wilmington Trust July 2015 - Present
Fisher Hassenfeld College House August 2013 - May 2015
Department of Dermatology, University of Pennsylvania Health System May 2013 - May 2014
Division of Sleep Medicine, University of Pennsylvania Health System May 2013 - January 2014
Weiss Tech House September 2011 - May 2013
Skills
Statistics, Data Analysis, Research, Statistical Modeling, Fundraising, Event Planning, Microsoft Office, Community Outreach
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Mathematics; Minor in Statistics
Bayard Rustin High School 2007 — 2011
Lara Spitelle's Wilmington Trust Experience March 2011 - Present
Job Corporate Client Associate II at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2011 - Present
Wilmington Trust January 2007 - February 2011
Wilmington Trust February 2005 - January 2007
New Castle County Vocational and Technical School District September 2004 - February 2005
Skills
Customer Service, Risk Management, Organization, Problem Solving, Team Building, Financial Analysis, Loans, Process Improvement, Event Planning, Public Speaking
Education
University of Delaware 1999 — 2002
Bachelor of Arts, Communication
Wilmington Trust March 2011 - Present
Wilmington Trust January 2007 - February 2011
Wilmington Trust February 2005 - January 2007
New Castle County Vocational and Technical School District September 2004 - February 2005
Skills
Customer Service, Risk Management, Organization, Problem Solving, Team Building, Financial Analysis, Loans, Process Improvement, Event Planning, Public Speaking
Education
University of Delaware 1999 — 2002
Bachelor of Arts, Communication
Scott Edmonds Scott Edmonds's Wilmington Trust Experience June 1989 - October 2010
Job Head of U.S. Fixed Income at Citi Investment Management
Industry Investment Management
Experience
Citi Private Bank January 2015 - Present
Citi Private Bank October 2010 - December 2014
Wilmington Trust June 1989 - October 2010
Skills
Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, Equities, Asset Allocation, Investments, Wealth Management, Investment Management, Private Equity, Series 7, Financial Modeling, Risk Management, Relationship Management, Capital Markets, Bonds, Derivatives, Bloomberg, Management
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Citi Private Bank January 2015 - Present
Citi Private Bank October 2010 - December 2014
Wilmington Trust June 1989 - October 2010
Skills
Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, Equities, Asset Allocation, Investments, Wealth Management, Investment Management, Private Equity, Series 7, Financial Modeling, Risk Management, Relationship Management, Capital Markets, Bonds, Derivatives, Bloomberg, Management
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Andrew Wassing Andrew Wassing's Wilmington Trust Experience July 2012 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2012 - Present
Wells Fargo September 2008 - July 2012
Wells Fargo August 2006 - September 2008
Skills
Mergers & Acquisitions, Capital Markets, Management, Banking, Financial Analysis, Financial Services, Customer Service, Investments, Securities, Due Diligence
Education
University of Minnesota Duluth 1999 — 2003
BBA, Marketing/Finance
Wilmington Trust July 2012 - Present
Wells Fargo September 2008 - July 2012
Wells Fargo August 2006 - September 2008
Skills
Mergers & Acquisitions, Capital Markets, Management, Banking, Financial Analysis, Financial Services, Customer Service, Investments, Securities, Due Diligence
Education
University of Minnesota Duluth 1999 — 2003
BBA, Marketing/Finance
Kade Stratton Kade Stratton's Wilmington Trust Experience 2003 - 2003
Job Assistant Chief Financial Officer at Las Vegas Valley Water District
Industry Accounting
Experience
Piercy Bowler Taylor & Kern January 2004 - Present
Las Vegas Valley Water District February 2015 - Present
Piercy Bowler Taylor & Kern, CPAs January 2014 - February 2015
Nevada Society of CPAs 2008 - 2010
Wilmington Trust 2003 - 2003
Skills
Auditing, External Audit, Internal Controls, Accounting, SEC filings, CPA, GAAP, Financial Reporting, Management, US GAAP, Financial Accounting
Education
University of Nevada-Las Vegas 2001 — 2003
Bachelor of Science, Accounting
University of Northern Colorado 1999 — 2000
Bonanza High School 1996 — 1999
Piercy Bowler Taylor & Kern January 2004 - Present
Las Vegas Valley Water District February 2015 - Present
Piercy Bowler Taylor & Kern, CPAs January 2014 - February 2015
Nevada Society of CPAs 2008 - 2010
Wilmington Trust 2003 - 2003
Skills
Auditing, External Audit, Internal Controls, Accounting, SEC filings, CPA, GAAP, Financial Reporting, Management, US GAAP, Financial Accounting
Education
University of Nevada-Las Vegas 2001 — 2003
Bachelor of Science, Accounting
University of Northern Colorado 1999 — 2000
Bonanza High School 1996 — 1999
Karen Thuresson Karen Thuresson's Wilmington Trust Experience September 1996 - March 2010
Job Process and Control Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2014 - Present
Chase Card Services June 2011 - June 2014
PNC Bank NA March 2010 - June 2011
Wilmington Trust September 1996 - March 2010
Corestates Bank and predecessor entities, Meridian Bank and Delaware Trust Company 1988 - 1996
Skills
Loans, Credit, Credit Risk, Risk Management, Corporate Finance, Financial Analysis, Finance, Financial Services, Asset Based Lending, Credit Analysis, Sarbanes-Oxley Act, Loan Origination, Portfolio Management, Relationship Management, Commercial Lending, Commercial Banking, Underwriting, Small Business Lending
Education
University of Delaware 1988 — 1993
MS, Accounting
JPMorgan Chase June 2014 - Present
Chase Card Services June 2011 - June 2014
PNC Bank NA March 2010 - June 2011
Wilmington Trust September 1996 - March 2010
Corestates Bank and predecessor entities, Meridian Bank and Delaware Trust Company 1988 - 1996
Skills
Loans, Credit, Credit Risk, Risk Management, Corporate Finance, Financial Analysis, Finance, Financial Services, Asset Based Lending, Credit Analysis, Sarbanes-Oxley Act, Loan Origination, Portfolio Management, Relationship Management, Commercial Lending, Commercial Banking, Underwriting, Small Business Lending
Education
University of Delaware 1988 — 1993
MS, Accounting
John Mark Mulvena's Wilmington Trust Experience 2013 - Present
Job Vice President Mergers and Acquisitions Operations at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2013 - Present
JPMorgan April 2008 - February 2013
J.P. Morgan April 2003 - April 2008
Skills
Financial Services, ADRs
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's degree, Economics
Wilmington Trust 2013 - Present
JPMorgan April 2008 - February 2013
J.P. Morgan April 2003 - April 2008
Skills
Financial Services, ADRs
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's degree, Economics
Tiffany Whittle, MBA's Wilmington Trust Experience August 2014 - Present
Job Fiduciary Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2014 - Present
UBS Trust Company, N.A. August 2013 - August 2014
Wilmington Trust Company November 2011 - July 2013
Wilmington Trust November 2010 - November 2011
Wilmington Trust Company July 2006 - November 2010
Wilmington Trust / Wilmington Brokerage Services Company December 2001 - July 2006
Jones Apparel Group April 2001 - December 2001
Polo Jeans Company July 2000 - March 2001
Skills
Financial Services, General Ledger, Finance, Banking, Financial Analysis, Financial Reporting, Wealth Management, Accounting, Budgets, Financial Statements, Wealth Management..., Forecasting, Wealth, Trust Services, Trust Management
Education
Cannon Trust School 2013 — 2014
Wilmington University 2006 — 2008
MBA, Business Administration
University of Delaware 1996 — 2000
Bachelor of Science, Fashion Merchandising
Wilmington Trust August 2014 - Present
UBS Trust Company, N.A. August 2013 - August 2014
Wilmington Trust Company November 2011 - July 2013
Wilmington Trust November 2010 - November 2011
Wilmington Trust Company July 2006 - November 2010
Wilmington Trust / Wilmington Brokerage Services Company December 2001 - July 2006
Jones Apparel Group April 2001 - December 2001
Polo Jeans Company July 2000 - March 2001
Skills
Financial Services, General Ledger, Finance, Banking, Financial Analysis, Financial Reporting, Wealth Management, Accounting, Budgets, Financial Statements, Wealth Management..., Forecasting, Wealth, Trust Services, Trust Management
Education
Cannon Trust School 2013 — 2014
Wilmington University 2006 — 2008
MBA, Business Administration
University of Delaware 1996 — 2000
Bachelor of Science, Fashion Merchandising
Mike Pellicone, CRCM's Wilmington Trust Experience 1999 - January 2011
Job Vice President & Compliance Director
Industry Banking
Experience
JPMorgan Chase & Co. June 2011 - Present
Barclays Bank Delaware January 2011 - June 2011
Wilmington Trust 1999 - January 2011
PNC National Bank 1996 - 1999
PNC National Bank 1993 - 1996
Skills
Banking, Credit, AML, Compliance, Team Leadership, Microsoft Office, Writing, Portfolio Management, Commercial Lending, Credit Risk, Financial Risk, Due Diligence
Education
University of Delaware - Lerner College of Business and Economics
BSBA, Business Administration
JPMorgan Chase & Co. June 2011 - Present
Barclays Bank Delaware January 2011 - June 2011
Wilmington Trust 1999 - January 2011
PNC National Bank 1996 - 1999
PNC National Bank 1993 - 1996
Skills
Banking, Credit, AML, Compliance, Team Leadership, Microsoft Office, Writing, Portfolio Management, Commercial Lending, Credit Risk, Financial Risk, Due Diligence
Education
University of Delaware - Lerner College of Business and Economics
BSBA, Business Administration
Richard Klumpp Richard Klumpp's Wilmington Trust Experience November 2014 - Present
Job Managing Director, Integrated Family Wealth and Wilmington Family Office
Industry Financial Services
Experience
Wilmington Trust November 2014 - Present
Wilmington Flower Market, Inc. February 2015 - Present
Delaware Captive Insurance Association October 2005 - Present
Wilmington Trust SP Services, Inc. January 1996 - November 2014
Young Conaway Stargatt & Taylor, LLP 1993 - 1995
Skills
Risk Management, Captives, Estate Planning, Insurance, Mergers, Financial Risk, Enterprise Risk..., Holding Companies, SPV, Employee Benefits, Mergers & Acquisitions, Financial Structuring, Capital Markets, Executive Management, Due Diligence, Structured Finance, Financial Services, Finance, Corporate Governance, Banking, Corporate Law, Tax, Private Equity, Financial Planners, Portfolio Management, Financial Planning
Education
Widener University School of Law 1995 — 1999
Juris Doctor, Law - Business & Tax
University of Delaware - Lerner College of Business and Economics 1988 — 1993
Bachelor of Science, Accounting
Wilmington Trust November 2014 - Present
Wilmington Flower Market, Inc. February 2015 - Present
Delaware Captive Insurance Association October 2005 - Present
Wilmington Trust SP Services, Inc. January 1996 - November 2014
Young Conaway Stargatt & Taylor, LLP 1993 - 1995
Skills
Risk Management, Captives, Estate Planning, Insurance, Mergers, Financial Risk, Enterprise Risk..., Holding Companies, SPV, Employee Benefits, Mergers & Acquisitions, Financial Structuring, Capital Markets, Executive Management, Due Diligence, Structured Finance, Financial Services, Finance, Corporate Governance, Banking, Corporate Law, Tax, Private Equity, Financial Planners, Portfolio Management, Financial Planning
Education
Widener University School of Law 1995 — 1999
Juris Doctor, Law - Business & Tax
University of Delaware - Lerner College of Business and Economics 1988 — 1993
Bachelor of Science, Accounting
Rob Hoban Rob Hoban's Wilmington Trust Experience July 2004 - June 2011
Job Loan Officer at M&T Bank
Industry Banking
Experience
M&T Bank May 2011 - Present
Wilmington Trust July 2004 - June 2011
Cendant Mortgage June 2001 - November 2003
Coldwell Banker Commercial NWR 2000 - 2001
US Navy July 1990 - September 2000
Skills
Mortgage Lending, Loans, Foreclosures, First Time Home Buyers, FHA, Investments, Banking, Single Family Homes, Residential Homes, Condos, Mortgage Marketing, Leadership, Finance
Education
University of Delaware 2005 — 2007
MBA, Business
University of Delaware - Lerner College of Business and Economics 2005 — 2007
University of North Florida 1998 — 2000
BBA, Finance and Real Estate
Abington Heights High School 1984 — 1988
Education
M&T Bank May 2011 - Present
Wilmington Trust July 2004 - June 2011
Cendant Mortgage June 2001 - November 2003
Coldwell Banker Commercial NWR 2000 - 2001
US Navy July 1990 - September 2000
Skills
Mortgage Lending, Loans, Foreclosures, First Time Home Buyers, FHA, Investments, Banking, Single Family Homes, Residential Homes, Condos, Mortgage Marketing, Leadership, Finance
Education
University of Delaware 2005 — 2007
MBA, Business
University of Delaware - Lerner College of Business and Economics 2005 — 2007
University of North Florida 1998 — 2000
BBA, Finance and Real Estate
Abington Heights High School 1984 — 1988
Education
Janice L. Biennas Janice L. Biennas's Wilmington Trust Experience February 2000 - Present
Job Wealth Advisory Services
Industry Banking
Experience
Wilmington Trust February 2000 - Present
Sandy Spring Bank 1987 - 2000
Education
ABA National Graduate Trust School 1987 — 1989
Certified Financial Planner Professional
University of Maryland University College
Bachelor of Science (B.S.)
Wilmington Trust February 2000 - Present
Sandy Spring Bank 1987 - 2000
Education
ABA National Graduate Trust School 1987 — 1989
Certified Financial Planner Professional
University of Maryland University College
Bachelor of Science (B.S.)
Patty Swain Patty Swain's Wilmington Trust Experience 1991 - 1997
Job Vice President at BlueStar Retirement Services
Industry Financial Services
Experience
BlueStar Retirement Services, Inc. 1998 - Present
Wilmington Trust 1991 - 1997
Armstrong World Industries 1987 - 1991
Skills
Relius Administration, Retirement Planning, 401k, Pensions, Database Design
Education
University of Delaware 1983 — 1987
Bachelor's Degree, Computer Science
BlueStar Retirement Services, Inc. 1998 - Present
Wilmington Trust 1991 - 1997
Armstrong World Industries 1987 - 1991
Skills
Relius Administration, Retirement Planning, 401k, Pensions, Database Design
Education
University of Delaware 1983 — 1987
Bachelor's Degree, Computer Science
Greg Ruark Greg Ruark's Wilmington Trust Experience June 1998 - March 2005
Job Tax Compliance Accountant at Siemens
Industry Chemicals
Experience
Siemens December 2012 - Present
Philadelphia Area Team Tennis Association April 2010 - Present
Syngenta April 2005 - August 2012
Wilmington Trust June 1998 - March 2005
Matlack, Inc. May 1996 - June 1998
Matlack, Inc. May 1994 - April 1996
Vanguard August 1993 - April 1994
Skills
Corptax, Corporate Tax, State Compliance, OneSource, Training & Development, ASC 740, FAS 109, SOX, State Audits, TaxStream, Hyperion, CCH, SAP, Checkpoint, BNA, Insource Express, Excel, Word, PowerPoint, Tax, Financial Reporting, Financial Planning, Federal Tax, Consolidated Returns, Consolidated Reporting, Vlookup, MS Excel Pivot Tables, State Politics, Tax Accounting, Tax Research, Income Tax, Accounting, Compliance, Process Improvement, Sarbanes-Oxley Act, IAS 12, IFRS, Meet Deadlines, Data Integration, Hyperion Enterprise, FAS 5, Tax Returns, State Tax, Finance, Forecasting, Microsoft Excel, Accounts Payable
Education
Widener University 2006 — 2010
Masters, Taxation, Financial Planning, GPA 3.495
University of Delaware - Lerner College of Business and Economics 1988 — 1993
Bachelor, Accounting
Glasgow High School 1985 — 1988
Diploma, Advanced / College Preparatory
Siemens December 2012 - Present
Philadelphia Area Team Tennis Association April 2010 - Present
Syngenta April 2005 - August 2012
Wilmington Trust June 1998 - March 2005
Matlack, Inc. May 1996 - June 1998
Matlack, Inc. May 1994 - April 1996
Vanguard August 1993 - April 1994
Skills
Corptax, Corporate Tax, State Compliance, OneSource, Training & Development, ASC 740, FAS 109, SOX, State Audits, TaxStream, Hyperion, CCH, SAP, Checkpoint, BNA, Insource Express, Excel, Word, PowerPoint, Tax, Financial Reporting, Financial Planning, Federal Tax, Consolidated Returns, Consolidated Reporting, Vlookup, MS Excel Pivot Tables, State Politics, Tax Accounting, Tax Research, Income Tax, Accounting, Compliance, Process Improvement, Sarbanes-Oxley Act, IAS 12, IFRS, Meet Deadlines, Data Integration, Hyperion Enterprise, FAS 5, Tax Returns, State Tax, Finance, Forecasting, Microsoft Excel, Accounts Payable
Education
Widener University 2006 — 2010
Masters, Taxation, Financial Planning, GPA 3.495
University of Delaware - Lerner College of Business and Economics 1988 — 1993
Bachelor, Accounting
Glasgow High School 1985 — 1988
Diploma, Advanced / College Preparatory
Leah Grzybowski, CPA, CMA Leah Grzybowski, CPA, CMA's Wilmington Trust Experience May 2005 - May 2011
Job Plant Accounting Supervisor at DuPont
Industry Chemicals
Experience
DuPont March 2013 - Present
DuPont (Contract Position) November 2011 - March 2013
Wilmington Trust May 2005 - May 2011
Wilmington Trust February 2004 - May 2005
Hercules February 2002 - February 2004
Hercules 2001 - 2002
Hercules 1998 - 2001
Hercules 1995 - 1998
Hercules 1989 - 1995
Hercules 1985 - 1989
Skills
Auditing, Sarbanes-Oxley Act, Forecasting, Accounting, Internal Controls, Managerial Finance, General Ledger, Cost Accounting, Variance Analysis, SAP, Account Reconciliation, Risk Management, Analysis, Consolidation, Payroll, Business Planning, Cross-functional Team..., Process Improvement, Management, GAAP, Strategic Financial..., Strategic Planning, SEC filings, Banking, CPA, Financial Accounting, Enterprise Risk..., Change Management, Accruals, Financial Analysis, Financial Reporting, Cash Flow, Accounts Payable, Budgets, Sarbanes-Oxley, Manufacturing, Business Analysis, Fixed Assets, Finance, Hyperion Enterprise
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSAC, Accounting, Economics
DuPont March 2013 - Present
DuPont (Contract Position) November 2011 - March 2013
Wilmington Trust May 2005 - May 2011
Wilmington Trust February 2004 - May 2005
Hercules February 2002 - February 2004
Hercules 2001 - 2002
Hercules 1998 - 2001
Hercules 1995 - 1998
Hercules 1989 - 1995
Hercules 1985 - 1989
Skills
Auditing, Sarbanes-Oxley Act, Forecasting, Accounting, Internal Controls, Managerial Finance, General Ledger, Cost Accounting, Variance Analysis, SAP, Account Reconciliation, Risk Management, Analysis, Consolidation, Payroll, Business Planning, Cross-functional Team..., Process Improvement, Management, GAAP, Strategic Financial..., Strategic Planning, SEC filings, Banking, CPA, Financial Accounting, Enterprise Risk..., Change Management, Accruals, Financial Analysis, Financial Reporting, Cash Flow, Accounts Payable, Budgets, Sarbanes-Oxley, Manufacturing, Business Analysis, Fixed Assets, Finance, Hyperion Enterprise
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSAC, Accounting, Economics
Tania Miaoulis, CPA Tania Miaoulis, CPA's Wilmington Trust Experience September 2009 - January 2012
Job Accounting Manager at Goodwill of Central Arizona
Industry Accounting
Experience
Goodwill of Central Arizona April 2014 - Present
Goodwill of Central Arizona January 2012 - April 2014
Wilmington Trust September 2009 - January 2012
Northern Trust Company May 2008 - June 2009
American Red Cross of Greater Chicago January 2008 - May 2008
Skills
Accounting, Bank Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Bloomberg, Microsoft Excel, Valuation, Bonds, 401k, Great Plains Software, Lotus Notes, Financial Reporting, Cash Flow, Internal Controls, Management, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Illinois at Chicago 2007 — 2008
Master of Science, Accounting
University of Illinois at Chicago 2003 — 2007
Bachelor of Science, Accounting
Goodwill of Central Arizona April 2014 - Present
Goodwill of Central Arizona January 2012 - April 2014
Wilmington Trust September 2009 - January 2012
Northern Trust Company May 2008 - June 2009
American Red Cross of Greater Chicago January 2008 - May 2008
Skills
Accounting, Bank Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Bloomberg, Microsoft Excel, Valuation, Bonds, 401k, Great Plains Software, Lotus Notes, Financial Reporting, Cash Flow, Internal Controls, Management, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Illinois at Chicago 2007 — 2008
Master of Science, Accounting
University of Illinois at Chicago 2003 — 2007
Bachelor of Science, Accounting
Mico Slijepcevic Mico Slijepcevic's Wilmington Trust Experience June 2008 - September 2011
Job Accounting Policy Senior Manager at Capital One
Industry Banking
Experience
Capital One September 2011 - Present
Wilmington Trust June 2008 - September 2011
Wilmington Trust October 2005 - June 2008
Wilmington Trust March 2004 - October 2005
Hercules 2002 - 2004
Conectiv 1999 - 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, GAAP, Internal Audit, Sarbanes-Oxley, Process Improvement, Finance, Due Diligence, Management, Financial Analysis, General Ledger
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2003
MBA, Business Administration
University of Delaware - Lerner College of Business and Economics 1993 — 1998
Bachelor, Accounting
Capital One September 2011 - Present
Wilmington Trust June 2008 - September 2011
Wilmington Trust October 2005 - June 2008
Wilmington Trust March 2004 - October 2005
Hercules 2002 - 2004
Conectiv 1999 - 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, GAAP, Internal Audit, Sarbanes-Oxley, Process Improvement, Finance, Due Diligence, Management, Financial Analysis, General Ledger
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2003
MBA, Business Administration
University of Delaware - Lerner College of Business and Economics 1993 — 1998
Bachelor, Accounting
Keith Leonarski Keith Leonarski's Wilmington Trust Experience July 2010 - April 2012
Job Information Systems Consultant at MetLife
Industry Information Technology and Services
Experience
MetLife May 2012 - Present
M&T Bank May 2011 - June 2012
Wilmington Trust July 2010 - April 2012
Conectiv June 2008 - June 2010
ING DIRECT June 2006 - June 2008
Skills
.NET, C#, VB.NET, ASP.NET, WPF, WCF, Java, C++, HTML, SQL, Microsoft Excel, Microsoft Word, Access, PowerPoint, Software Architectural..., Object Oriented Design, Investments, Fixed Income, Power Trading, Commodity Markets, Futures Trading, Charles River IMS, Bloomberg Data License, PAM for Securities, PAM SDK
Education
University of Delaware 2003 — 2007
BS, Computer Science
MetLife May 2012 - Present
M&T Bank May 2011 - June 2012
Wilmington Trust July 2010 - April 2012
Conectiv June 2008 - June 2010
ING DIRECT June 2006 - June 2008
Skills
.NET, C#, VB.NET, ASP.NET, WPF, WCF, Java, C++, HTML, SQL, Microsoft Excel, Microsoft Word, Access, PowerPoint, Software Architectural..., Object Oriented Design, Investments, Fixed Income, Power Trading, Commodity Markets, Futures Trading, Charles River IMS, Bloomberg Data License, PAM for Securities, PAM SDK
Education
University of Delaware 2003 — 2007
BS, Computer Science
Susan Guariano Susan Guariano's Wilmington Trust Experience July 2006 - Present
Job
Industry Financial Services
Experience
Wilmington Trust July 2006 - Present
Wilmington Trust November 1997 - July 2006
J. P. Morgan June 1993 - November 1996
DuPont January 1990 - June 1993
Education
University of Delaware 1994 — 1997
MBA, International Business
University of Pittsburgh 1985 — 1989
BA, Business, Communications
Wilmington Trust July 2006 - Present
Wilmington Trust November 1997 - July 2006
J. P. Morgan June 1993 - November 1996
DuPont January 1990 - June 1993
Education
University of Delaware 1994 — 1997
MBA, International Business
University of Pittsburgh 1985 — 1989
BA, Business, Communications
Robert Meade Robert Meade's Wilmington Trust Experience April 1994 - June 2010
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
Phillip Hough Phillip Hough's Wilmington Trust Experience March 1999 - August 2010
Job Vice President at WSFS Bank
Industry Banking
Experience
WSFS Bank August 2010 - Present
Wilmington Trust March 1999 - August 2010
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Consumer Lending, Mortgage Lending, Risk Management, Treasury Management, Lines Of Credit, Commercial Mortgages, Real Estate, Finance, Loan Origination
Education
University of Delaware 1980 — 1984
Bachelor of Arts (B.A.), English/Journalism
WSFS Bank August 2010 - Present
Wilmington Trust March 1999 - August 2010
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Consumer Lending, Mortgage Lending, Risk Management, Treasury Management, Lines Of Credit, Commercial Mortgages, Real Estate, Finance, Loan Origination
Education
University of Delaware 1980 — 1984
Bachelor of Arts (B.A.), English/Journalism
Leslie Hurm Leslie Hurm's Wilmington Trust Experience October 2005 - July 2011
Job Tax & Accounting Officer
Industry Financial Services
Experience
Wilmington Family Office March 2013 - Present
Summit Aviation February 2012 - February 2013
New Castle County Head Start 2011 - 2012
Wilmington Trust October 2005 - July 2011
Wilmington Trust Company January 2005 - October 2005
Daniel A. Winters and Company May 2004 - January 2005
Skills
Financial Modeling, Account Reconciliation, Strategic Financial..., Budgets, Financial Accounting, Auditing, QuickBooks, Banking, Tax, GAAP, Accounting, Management, Finance
Education
University of Maryland University College 2015 — 2017
Master of Science (M.S.), Accounting and Financial Management
University of Delaware 2001 — 2004
BS, Accounting
Wilmington Family Office March 2013 - Present
Summit Aviation February 2012 - February 2013
New Castle County Head Start 2011 - 2012
Wilmington Trust October 2005 - July 2011
Wilmington Trust Company January 2005 - October 2005
Daniel A. Winters and Company May 2004 - January 2005
Skills
Financial Modeling, Account Reconciliation, Strategic Financial..., Budgets, Financial Accounting, Auditing, QuickBooks, Banking, Tax, GAAP, Accounting, Management, Finance
Education
University of Maryland University College 2015 — 2017
Master of Science (M.S.), Accounting and Financial Management
University of Delaware 2001 — 2004
BS, Accounting
Kate McGovern Kate McGovern's Wilmington Trust Experience January 2001 - Present
Job Assistant Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust January 2001 - Present
Pacifico Lincoln Mercury December 1999 - January 2001
Home Buyers Counsel April 1997 - December 1999
RMH Teleservices 1991 - 1997
American Teleresponse 1989 - 1991
Skills
Document review for..., Coordination of annual..., Administration of ILIT,..., Discretionary review,..., Reconcilement and..., Foundation Disbursements, Administration of IRA...
Education
University of Phoenix
Bachelor's Degree, Business / Finance
Cannon Financial
Graduate Trust I, II, III
Upper Darby Senior High School 1987 — 1991
Polley Associates
Real Estate Sales and Fundamentals
Wilmington Trust January 2001 - Present
Pacifico Lincoln Mercury December 1999 - January 2001
Home Buyers Counsel April 1997 - December 1999
RMH Teleservices 1991 - 1997
American Teleresponse 1989 - 1991
Skills
Document review for..., Coordination of annual..., Administration of ILIT,..., Discretionary review,..., Reconcilement and..., Foundation Disbursements, Administration of IRA...
Education
University of Phoenix
Bachelor's Degree, Business / Finance
Cannon Financial
Graduate Trust I, II, III
Upper Darby Senior High School 1987 — 1991
Polley Associates
Real Estate Sales and Fundamentals
Linda Kephart Linda Kephart's Wilmington Trust Experience January 2013 - Present
Job Client Service Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2013 - Present
Wilmington Trust November 2006 - December 2012
TIAA-CREF November 1998 - June 2006
Skills
Wealth Management, High Net Worth..., Estate Planning, Trust Services, Securities, Alternative Investments, Retirement Planning, Wealth Management..., Investment Advisory
Education
Cannon Financial Institute
Cannon Trust School Graduate
University of Delaware
Bachelor's degree, Psychology
Wilmington Trust January 2013 - Present
Wilmington Trust November 2006 - December 2012
TIAA-CREF November 1998 - June 2006
Skills
Wealth Management, High Net Worth..., Estate Planning, Trust Services, Securities, Alternative Investments, Retirement Planning, Wealth Management..., Investment Advisory
Education
Cannon Financial Institute
Cannon Trust School Graduate
University of Delaware
Bachelor's degree, Psychology
Christopher Damon Christopher Damon's Wilmington Trust Experience June 2015 - August 2015
Job Student at University of North Carolina at Chapel Hill
Industry
Experience
Wilmington Trust June 2015 - August 2015
Skills
Social Media, Editing, Public Speaking, Writing, Analysis, Team Leadership, Presentations, Communication, Organization Skills, Leadership, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2014 — 2018
Business with a concentration in Economics
Wilmington Friends school 2000 — 2014
International Bachaeloriate Degree and a High School Degree
Wilmington Trust June 2015 - August 2015
Skills
Social Media, Editing, Public Speaking, Writing, Analysis, Team Leadership, Presentations, Communication, Organization Skills, Leadership, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2014 — 2018
Business with a concentration in Economics
Wilmington Friends school 2000 — 2014
International Bachaeloriate Degree and a High School Degree
norbert kanteyineza norbert kanteyineza's Wilmington Trust Experience March 2014 - December 2014
Job
Industry Capital Markets
Experience
Wilmington Trust March 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Training, Sales, Management, Microsoft Word, Customer Service, Outlook, Team Leadership, Leadership, Visio, Analysis
Education
University of Nottingham 2008 — 2009
Master's degree, Finance and investment
Wilmington Trust March 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Training, Sales, Management, Microsoft Word, Customer Service, Outlook, Team Leadership, Leadership, Visio, Analysis
Education
University of Nottingham 2008 — 2009
Master's degree, Finance and investment
Paul Kuehn, CPA Paul Kuehn, CPA's Wilmington Trust Experience January 2007 - August 2013
Job Senior Accountant at LBC Credit Partners
Industry Financial Services
Experience
LBC Credit Partners August 2013 - Present
Wilmington Trust January 2007 - August 2013
TransUnion April 2005 - December 2006
Skills
Financial Reporting, Financial Accounting, General Ledger, Financial Analysis, Private Equity, Tax Preparation, Trust Taxation, Partnership Tax Returns, Tax Accounting, Microsoft Excel, CCH ProSystem fx, PeopleSoft, SAP, Investran, Fixed Income, Alternative Investments, Fund Accounting
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Accounting & Finance
LBC Credit Partners August 2013 - Present
Wilmington Trust January 2007 - August 2013
TransUnion April 2005 - December 2006
Skills
Financial Reporting, Financial Accounting, General Ledger, Financial Analysis, Private Equity, Tax Preparation, Trust Taxation, Partnership Tax Returns, Tax Accounting, Microsoft Excel, CCH ProSystem fx, PeopleSoft, SAP, Investran, Fixed Income, Alternative Investments, Fund Accounting
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Accounting & Finance
Joshua Hoeft Joshua Hoeft's Wilmington Trust Experience December 2013 - March 2014
Job Financial Analyst at Best Buy
Industry Financial Services
Experience
Best Buy February 2015 - Present
The Hartford March 2014 - February 2015
Wilmington Trust December 2013 - March 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Financial Projection, Financial Modeling, Business Development, Investments, Finance, Accounting, Financial Reporting, Analysis, Corporate Finance, Leadership, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Finance, General
Watertown-Mayer High School 2005 — 2009
Best Buy February 2015 - Present
The Hartford March 2014 - February 2015
Wilmington Trust December 2013 - March 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Financial Projection, Financial Modeling, Business Development, Investments, Finance, Accounting, Financial Reporting, Analysis, Corporate Finance, Leadership, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Finance, General
Watertown-Mayer High School 2005 — 2009
Megan Kelley Megan Kelley's Wilmington Trust Experience May 2010 - August 2011
Job Admissions Communications at Wilmington University
Industry Higher Education
Experience
Wilmington University September 2011 - Present
Wilmington University December 2012 - Present
Ronald McDonald House of Delaware March 2012 - October 2013
Wilmington Trust May 2010 - August 2011
Wilmington Trust March 2008 - May 2010
David's Bridal June 2004 - March 2008
College Directory Publishing May 2004 - December 2004
Skills
Event Planning, Sales, Fundraising, Social Media, Nonprofits, Marketing Communications, Higher Education, Customer Service, Marketing, Email Marketing, Volunteer Management, Social Networking, Public Speaking, Social Media Marketing, Event Management, Research, Web Content, HootSuite, A/B Testing, Data Analysis, Trend Research, Data Segmentation, Social Media Measurement, Social Media Integration, Digital Marketing, Digital Copywriting, Digital Communication..., Campaign Monitor, Strategic Communications, Retention Strategies, Google Analytics, CRM, Customer Data..., Events Coordination, University Teaching, Blackboard, College Recruiting, Twitter Marketing, Instagram, Facebook Marketing, Event Marketing Strategy, Event Based Marketing, Responsive Web Design, HTML Emails, Email Strategy, KPI Reports
Education
Wilmington University 2009 — 2011
Master of Science (M.S.), Marketing Management
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Leadership
Wilmington University September 2011 - Present
Wilmington University December 2012 - Present
Ronald McDonald House of Delaware March 2012 - October 2013
Wilmington Trust May 2010 - August 2011
Wilmington Trust March 2008 - May 2010
David's Bridal June 2004 - March 2008
College Directory Publishing May 2004 - December 2004
Skills
Event Planning, Sales, Fundraising, Social Media, Nonprofits, Marketing Communications, Higher Education, Customer Service, Marketing, Email Marketing, Volunteer Management, Social Networking, Public Speaking, Social Media Marketing, Event Management, Research, Web Content, HootSuite, A/B Testing, Data Analysis, Trend Research, Data Segmentation, Social Media Measurement, Social Media Integration, Digital Marketing, Digital Copywriting, Digital Communication..., Campaign Monitor, Strategic Communications, Retention Strategies, Google Analytics, CRM, Customer Data..., Events Coordination, University Teaching, Blackboard, College Recruiting, Twitter Marketing, Instagram, Facebook Marketing, Event Marketing Strategy, Event Based Marketing, Responsive Web Design, HTML Emails, Email Strategy, KPI Reports
Education
Wilmington University 2009 — 2011
Master of Science (M.S.), Marketing Management
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Leadership
Julian Freeman Julian Freeman's Wilmington Trust Experience January 2015 - Present
Job Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2015 - Present
Wilmington Trust July 2013 - December 2014
United Technologies August 2009 - July 2011
United Technologies July 2007 - August 2009
Skills
Financial Analysis, Financial Modeling, Strategy, Leadership, Data Analysis, Corporate Finance, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Hartford 2003 — 2007
Bachelor of Science, Finance/Economics and Insurance
Wilmington Trust January 2015 - Present
Wilmington Trust July 2013 - December 2014
United Technologies August 2009 - July 2011
United Technologies July 2007 - August 2009
Skills
Financial Analysis, Financial Modeling, Strategy, Leadership, Data Analysis, Corporate Finance, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Hartford 2003 — 2007
Bachelor of Science, Finance/Economics and Insurance
N. Christopher Griffiths N. Christopher Griffiths's Wilmington Trust Experience 2003 - 2005
Job Litigator at Connolly Gallagher LLP
Industry Legal Services
Experience
Connolly Gallagher LLP 2012 - Present
Connolly Bove Lodge & Hutz LLP 2007 - 2012
United States Bankruptcy Court for the District of Delaware 2006 - 2006
Delaware Office of the Attorney General 2005 - 2005
Wilmington Trust 2003 - 2005
Vanguard 2002 - 2003
Skills
Bankruptcy, Commercial Litigation, Courts, Trusts, Estate Planning, Legal Research, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Due Diligence, Insurance, Legal Writing, Intellectual Property, Trade Secrets, Arbitration, Family Law, Westlaw
Education
Villanova University School of Law 2005 — 2008
University of Delaware 1998 — 2002
BS, Finance, Economics, and Management Information Systems
Connolly Gallagher LLP 2012 - Present
Connolly Bove Lodge & Hutz LLP 2007 - 2012
United States Bankruptcy Court for the District of Delaware 2006 - 2006
Delaware Office of the Attorney General 2005 - 2005
Wilmington Trust 2003 - 2005
Vanguard 2002 - 2003
Skills
Bankruptcy, Commercial Litigation, Courts, Trusts, Estate Planning, Legal Research, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Due Diligence, Insurance, Legal Writing, Intellectual Property, Trade Secrets, Arbitration, Family Law, Westlaw
Education
Villanova University School of Law 2005 — 2008
University of Delaware 1998 — 2002
BS, Finance, Economics, and Management Information Systems
Michele Lasker Michele Lasker's Wilmington Trust Experience October 2008 - December 2010
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
FIS January 2011 - April 2013
Wilmington Trust October 2008 - December 2010
Wilmington Trust December 1988 - October 2008
Hewlett-Packard 1987 - 1988
Education
University of Delaware 1983 — 1987
BA, International Relations
JPMorgan Chase April 2013 - Present
FIS January 2011 - April 2013
Wilmington Trust October 2008 - December 2010
Wilmington Trust December 1988 - October 2008
Hewlett-Packard 1987 - 1988
Education
University of Delaware 1983 — 1987
BA, International Relations
Steve Caggiano's Wilmington Trust Experience June 2009 - August 2009
Job Legal Intern at Aberdeen Asset Management
Industry Law Practice
Experience
Villanova University School of Law Legal InternAberdeen Asset ManagementMay 2015 - Present
PIMCO April 2013 - May 2014
Aberdeen Asset Management July 2012 - March 2013
Aberdeen Asset Management July 2011 - June 2012
Aberdeen Asset Management June 2010 - November 2010
Wilmington Trust June 2009 - August 2009
Skills
Asset Management, Bloomberg, Business Development, Mutual Funds, Investments, Private Equity, FINRA, Equities, Financial Services, Hedge Funds
Education
Villanova University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2008 — 2011
B.A., Philosophy, Politics, and Economics
Archbishop John Carroll
Villanova University School of Law Legal InternAberdeen Asset ManagementMay 2015 - Present
PIMCO April 2013 - May 2014
Aberdeen Asset Management July 2012 - March 2013
Aberdeen Asset Management July 2011 - June 2012
Aberdeen Asset Management June 2010 - November 2010
Wilmington Trust June 2009 - August 2009
Skills
Asset Management, Bloomberg, Business Development, Mutual Funds, Investments, Private Equity, FINRA, Equities, Financial Services, Hedge Funds
Education
Villanova University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2008 — 2011
B.A., Philosophy, Politics, and Economics
Archbishop John Carroll
Barry Butina, CTFA Barry Butina, CTFA's Wilmington Trust Experience December 2006 - Present
Job Trust and Investment Services for Wilmington Trust, N.A., an affiliate of M&T Bank Corporation
Industry Financial Services
Experience
Wilmington Trust December 2006 - Present
Sovereign Bank (F.K.A. Waypoint Bank) November 2001 - 2006
T. Rowe Price Associates, Inc. 2000 - 2001
T. Rowe Price 1998 - 2000
T. Rowe Price 1997 - 1998
Skills
Financial Services, Microsoft Excel, Customer Service, Banking, Risk Management, Investments, Investment Management, Retirement Planning, Wealth Management, Personal Trust..., Institutional Accounts, Estate Administration, Portfolio Management, Commercial Banking, Consumer Lending, Retirement, Small Business Lending, Asset Management
Education
University of Pittsburgh
BA, Liberal Studies, Communications
Bishop McDevitt High School
Diploma, College Prep
Wilmington Trust December 2006 - Present
Sovereign Bank (F.K.A. Waypoint Bank) November 2001 - 2006
T. Rowe Price Associates, Inc. 2000 - 2001
T. Rowe Price 1998 - 2000
T. Rowe Price 1997 - 1998
Skills
Financial Services, Microsoft Excel, Customer Service, Banking, Risk Management, Investments, Investment Management, Retirement Planning, Wealth Management, Personal Trust..., Institutional Accounts, Estate Administration, Portfolio Management, Commercial Banking, Consumer Lending, Retirement, Small Business Lending, Asset Management
Education
University of Pittsburgh
BA, Liberal Studies, Communications
Bishop McDevitt High School
Diploma, College Prep
Jeff Kahn's Wilmington Trust Experience March 2010 - September 2011
Job Certified Public Accountant
Industry Accounting
Experience
AAA Mid-Atlantic January 2014 - Present
AAA Club Partners January 2012 - December 2013
Wilmington Trust March 2010 - September 2011
First National Bank of Chester County May 2006 - March 2010
MBNA June 2004 - May 2006
Providian Financial October 2001 - June 2004
Margolis & Company August 1999 - July 2001
Arthur Andersen LLP December 1997 - July 1999
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BS Accounting, Accounting
AAA Mid-Atlantic January 2014 - Present
AAA Club Partners January 2012 - December 2013
Wilmington Trust March 2010 - September 2011
First National Bank of Chester County May 2006 - March 2010
MBNA June 2004 - May 2006
Providian Financial October 2001 - June 2004
Margolis & Company August 1999 - July 2001
Arthur Andersen LLP December 1997 - July 1999
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BS Accounting, Accounting
Maria Dunlop, CTFA Maria Dunlop, CTFA's Wilmington Trust Experience May 2004 - December 2008
Job Vice President at Eleutherian Trust Company
Industry Banking
Experience
Eleutherian Trust Company July 2011 - Present
Wilmington Trust Company December 2008 - July 2011
Wilmington Trust May 2004 - December 2008
Mellon Private Wealth Management June 2002 - May 2004
Skills
Wealth Management, Wealth Management..., Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation
Education
University of Delaware 1997 — 2001
Bachelor, Consumer Economics
Eleutherian Trust Company July 2011 - Present
Wilmington Trust Company December 2008 - July 2011
Wilmington Trust May 2004 - December 2008
Mellon Private Wealth Management June 2002 - May 2004
Skills
Wealth Management, Wealth Management..., Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation
Education
University of Delaware 1997 — 2001
Bachelor, Consumer Economics
Bruce F. Hoffmeister's Wilmington Trust Experience December 2011 - Present
Job Vice President. Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2011 - Present
Wells Fargo Private Bank August 2005 - November 2011
Feldesman Tucker Leifer Fidell LLP June 1995 - July 2005
Fisher Wayland Cooper & Leader LLP November 1987 - May 1995
Price Waterhouse May 1985 - October 1987
Skills
Succession Planning, Post-nuptial Agreements, Estate Planning, Trusts, High Net Worth..., Estate Law, Tax, Financial Planners, Wills, Asset Protection, Elder Law, Wealth, Retirement Planning, Estate Tax Planning, Wealth Management..., Finance, Private Equity, Wealth Management, Estate Administration, Financial Advisory, Investment Advisory
Education
Washington University in St. Louis School of Law 1983 — 1986
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
bs, accounting
Wilmington Trust December 2011 - Present
Wells Fargo Private Bank August 2005 - November 2011
Feldesman Tucker Leifer Fidell LLP June 1995 - July 2005
Fisher Wayland Cooper & Leader LLP November 1987 - May 1995
Price Waterhouse May 1985 - October 1987
Skills
Succession Planning, Post-nuptial Agreements, Estate Planning, Trusts, High Net Worth..., Estate Law, Tax, Financial Planners, Wills, Asset Protection, Elder Law, Wealth, Retirement Planning, Estate Tax Planning, Wealth Management..., Finance, Private Equity, Wealth Management, Estate Administration, Financial Advisory, Investment Advisory
Education
Washington University in St. Louis School of Law 1983 — 1986
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
bs, accounting
Matthew Spagnolo's Wilmington Trust Experience Vice presidentWilmington trust CompanySeptember 2002 - Present
Job Vice President at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust Vice presidentWilmington trust CompanySeptember 2002 - Present
Morgan Stanley Investment Management June 1998 - August 2002
Education
University of Delaware 1992 — 1996
Wilmington Trust Vice presidentWilmington trust CompanySeptember 2002 - Present
Morgan Stanley Investment Management June 1998 - August 2002
Education
University of Delaware 1992 — 1996
David Schneyer's Wilmington Trust Experience July 2013 - Present
Job Vice President, Wilmington Funds Product Management, Wilmington Trust Corporation (M&T Bank)
Industry Investment Management
Experience
Wilmington Trust July 2013 - Present
Wilmington Trust May 2011 - Present
Wilmington Trust May 2011 - July 2013
M&T Bank May 2009 - May 2011
M&T Bank August 2008 - May 2009
Northrop Grumman Corporation 2005 - 2006
Northrop Grumman Corporation 2002 - 2005
Skills
Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis, Finance
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Strategy and Finance, 4.0 GPA
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor's Degree, Finance and International Business, 3.7 GPA
Wilmington Trust July 2013 - Present
Wilmington Trust May 2011 - Present
Wilmington Trust May 2011 - July 2013
M&T Bank May 2009 - May 2011
M&T Bank August 2008 - May 2009
Northrop Grumman Corporation 2005 - 2006
Northrop Grumman Corporation 2002 - 2005
Skills
Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis, Finance
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Strategy and Finance, 4.0 GPA
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor's Degree, Finance and International Business, 3.7 GPA
Susan Morovati Finizio's Wilmington Trust Experience November 1994 - June 1999
Job Strategic Marketing Manager at Wilmington Friends School
Industry Education Management
Experience
Wilmington Friends School July 2006 - Present
Wilmington Friends School July 1999 - June 2002
Wilmington Trust November 1994 - June 1999
Skills
Non-profits, Social Media, Community Outreach, Editing, Volunteer Management, Educational Technology, Marketing Strategy, Strategic Communications, Google Docs, Photoshop, Graphic Design, Web Design, Branding & Identity, Brand Management, Newsletters, Brochures, Logo Design, Marketing Communications, Adobe Creative Suite, Posters, Web Content, Marketing, Social Media Marketing, Social Networking, Blogging, Event Planning, Fundraising, Research, Nonprofits, Event Management, Copywriting
Education
University of Delaware 1992 — 1994
MBA, Marketing, Business Administration
Boston University 1987 — 1991
Bachelor of Science (BS), Mass Communication
Wilmington Friends School 1980 — 1987
Wilmington Friends School July 2006 - Present
Wilmington Friends School July 1999 - June 2002
Wilmington Trust November 1994 - June 1999
Skills
Non-profits, Social Media, Community Outreach, Editing, Volunteer Management, Educational Technology, Marketing Strategy, Strategic Communications, Google Docs, Photoshop, Graphic Design, Web Design, Branding & Identity, Brand Management, Newsletters, Brochures, Logo Design, Marketing Communications, Adobe Creative Suite, Posters, Web Content, Marketing, Social Media Marketing, Social Networking, Blogging, Event Planning, Fundraising, Research, Nonprofits, Event Management, Copywriting
Education
University of Delaware 1992 — 1994
MBA, Marketing, Business Administration
Boston University 1987 — 1991
Bachelor of Science (BS), Mass Communication
Wilmington Friends School 1980 — 1987
Anthony Lunger's Wilmington Trust Experience August 2000 - Present
Job Managing Director, Wealth Advisory Services, Wilmington Trust Co.
Industry Financial Services
Experience
Wilmington Trust August 2000 - Present
Wilmington Trust August 2000 - Present
Education
IPI - Wharton
University of Maryland - Robert H. Smith School of Business
Wilmington Trust August 2000 - Present
Wilmington Trust August 2000 - Present
Education
IPI - Wharton
University of Maryland - Robert H. Smith School of Business
Philip Steinkrauss's Wilmington Trust Experience 2007 - September 2011
Job Vice President, Finance and Business Planning at Doral Financial Corporation
Industry Banking
Experience
Citi June 2015 - Present
Doral Financial Corporation June 2012 - May 2015
Barclaycard US November 2011 - June 2012
Wilmington Trust 2007 - September 2011
Wells Fargo Auto Finance 2006 - 2007
The Bank of New York 2003 - 2006
Fleet Credit Card Services 1998 - 2000
The Bank of New York 1994 - 1998
First USA Bank 1993 - 1994
Skills
Banking, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Financial Services, Credit, Loans, Financial Modeling, Credit Risk
Education
Villanova University 2000 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
MS in Economics, Finance & Strategic Management
Citi June 2015 - Present
Doral Financial Corporation June 2012 - May 2015
Barclaycard US November 2011 - June 2012
Wilmington Trust 2007 - September 2011
Wells Fargo Auto Finance 2006 - 2007
The Bank of New York 2003 - 2006
Fleet Credit Card Services 1998 - 2000
The Bank of New York 1994 - 1998
First USA Bank 1993 - 1994
Skills
Banking, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Financial Services, Credit, Loans, Financial Modeling, Credit Risk
Education
Villanova University 2000 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
MS in Economics, Finance & Strategic Management
Marguerite Weese's Wilmington Trust Experience September 2010 - Present
Job VP Wealth Planner
Industry Financial Services
Experience
Wilmington Trust September 2010 - Present
PricewaterhouseCoopers September 2008 - August 2010
Pennsylvania Trust June 2007 - August 2007
Heckscher, Teillon, Terrill & Sager, P.C June 2006 - August 2006
Skills
Estate Planning, Wealth, Business, Tax, Trusts, Financial Planners, Estate Tax Planning, Asset Protection, High Net Worth..., Tax Law, Retirement Planning, Succession Planning, Wills, Wealth Management..., Small Business, Financial Planning, Legal Research, Financial Services, Legal Writing, Financial Analysis, Due Diligence, Wealth Management
Education
Villanova University School of Law 2007 — 2010
LL.M., Taxation
Villanova University School of Law 2005 — 2008
Doctor of Law (JD)
University of Maryland College Park 2000 — 2004
BS & BA, Marketing and Criminal Justice
Conestoga High School 1996 — 2000
Wilmington Trust September 2010 - Present
PricewaterhouseCoopers September 2008 - August 2010
Pennsylvania Trust June 2007 - August 2007
Heckscher, Teillon, Terrill & Sager, P.C June 2006 - August 2006
Skills
Estate Planning, Wealth, Business, Tax, Trusts, Financial Planners, Estate Tax Planning, Asset Protection, High Net Worth..., Tax Law, Retirement Planning, Succession Planning, Wills, Wealth Management..., Small Business, Financial Planning, Legal Research, Financial Services, Legal Writing, Financial Analysis, Due Diligence, Wealth Management
Education
Villanova University School of Law 2007 — 2010
LL.M., Taxation
Villanova University School of Law 2005 — 2008
Doctor of Law (JD)
University of Maryland College Park 2000 — 2004
BS & BA, Marketing and Criminal Justice
Conestoga High School 1996 — 2000
Rusty Reber's Wilmington Trust Experience January 2001 - September 2011
Job AVP Data Protection Technology at Barclaycard
Industry Financial Services
Experience
Barclaycard May 2013 - Present
M&T Bank August 2011 - May 2013
M&T Bank January 2001 - May 2013
M&T Bank January 1994 - May 2013
Wilmington Trust January 2001 - September 2011
Wilmington Trust Co December 1987 - August 2011
Wilmington Trust January 2001 - January 2003
Wilmington Trust January 1990 - January 1994
Clariion FC4700 January 1990 - January 1994
Skills
Disaster Recovery, Storage Area Networks, SAN, Storage, EMC Storage, Virtualization, Netbackup, Enterprise Storage, VMware, Solution Architecture, Hardware, Business Continuity, Brocade, Technical Support, VMware ESX, Replication, Citrix, Active Directory, Servers, Enterprise Architecture, Troubleshooting, IT Management, Information Security, Mainframe
Education
University of Delaware 1983 — 1991
BS, Computer Science
Barclaycard May 2013 - Present
M&T Bank August 2011 - May 2013
M&T Bank January 2001 - May 2013
M&T Bank January 1994 - May 2013
Wilmington Trust January 2001 - September 2011
Wilmington Trust Co December 1987 - August 2011
Wilmington Trust January 2001 - January 2003
Wilmington Trust January 1990 - January 1994
Clariion FC4700 January 1990 - January 1994
Skills
Disaster Recovery, Storage Area Networks, SAN, Storage, EMC Storage, Virtualization, Netbackup, Enterprise Storage, VMware, Solution Architecture, Hardware, Business Continuity, Brocade, Technical Support, VMware ESX, Replication, Citrix, Active Directory, Servers, Enterprise Architecture, Troubleshooting, IT Management, Information Security, Mainframe
Education
University of Delaware 1983 — 1991
BS, Computer Science
Michael J Campbell's Wilmington Trust Experience September 2005 - May 2011
Job Vice President Information Technology at M&T Bank
Industry Information Technology and Services
Experience
M&T Bank May 2011 - Present
Wilmington Trust September 2005 - May 2011
Ajilon Consulting/MBNA 2003 - 2005
Delmarva Power/Conectiv Communications 1999 - 2003
DuPont 1996 - 1998
DuPont 1992 - 1996
DuPont 1987 - 1992
Skills
Project Management, Contract Negotiation, Telecommunications, SDLC, Management, PMP, ITIL, Project Planning, Forecasting, Networking, Call Centers, Risk Management, Change Management, Budgets, Business Analysis, Disaster Recovery, Integration, Visio, Process Improvement, Vendor Management, Enterprise Software, Strategy, Leadership, Team Management, Cisco Technologies, VoIP, IT Management, Information Technology, IT Strategy, Infrastructure
Education
Del Tech
Business Management
University of Delaware
Leadership
University of Delaware
Project Management
Wesley College
Business Management
M&T Bank May 2011 - Present
Wilmington Trust September 2005 - May 2011
Ajilon Consulting/MBNA 2003 - 2005
Delmarva Power/Conectiv Communications 1999 - 2003
DuPont 1996 - 1998
DuPont 1992 - 1996
DuPont 1987 - 1992
Skills
Project Management, Contract Negotiation, Telecommunications, SDLC, Management, PMP, ITIL, Project Planning, Forecasting, Networking, Call Centers, Risk Management, Change Management, Budgets, Business Analysis, Disaster Recovery, Integration, Visio, Process Improvement, Vendor Management, Enterprise Software, Strategy, Leadership, Team Management, Cisco Technologies, VoIP, IT Management, Information Technology, IT Strategy, Infrastructure
Education
Del Tech
Business Management
University of Delaware
Leadership
University of Delaware
Project Management
Wesley College
Business Management
Nicholson, Bob's Wilmington Trust Experience May 1999 - October 2008
Job Vice President, Retirement Product Management and Development
Industry Financial Services
Experience
T. Rowe Price May 2011 - Present
Nationwide Financial October 2008 - May 2011
Wilmington Trust May 1999 - October 2008
PNC Bank April 1996 - May 1999
Skills
Direct Marketing, Mutual Funds, Investments
Education
University of Delaware 1996 — 2002
T. Rowe Price May 2011 - Present
Nationwide Financial October 2008 - May 2011
Wilmington Trust May 1999 - October 2008
PNC Bank April 1996 - May 1999
Skills
Direct Marketing, Mutual Funds, Investments
Education
University of Delaware 1996 — 2002
Vonye Hackett's Wilmington Trust Experience June 2010 - September 2011
Job General Ledger Systems Analyst at Wilmington Trust
Industry Banking
Experience
State Street September 2011 - Present
Wilmington Trust June 2010 - September 2011
Wilmington Trust Company January 2007 - June 2010
PFPC 2005 - 2007
Skills
General Ledger, Financial Reporting, Accounting, Reconciliation, Mutual Funds
Education
Wilmington University 2008 — 2010
MBA, Management Information Systems
University of Delaware - Lerner College of Business and Economics 2000 — 2005
BS, Finance and Operations Management
State Street September 2011 - Present
Wilmington Trust June 2010 - September 2011
Wilmington Trust Company January 2007 - June 2010
PFPC 2005 - 2007
Skills
General Ledger, Financial Reporting, Accounting, Reconciliation, Mutual Funds
Education
Wilmington University 2008 — 2010
MBA, Management Information Systems
University of Delaware - Lerner College of Business and Economics 2000 — 2005
BS, Finance and Operations Management
Katie Engberg's Wilmington Trust Experience July 2004 - Present
Job Vice President & Investment Advisor at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust July 2004 - Present
Education
University of Delaware 1997 — 2001
Wilmington Trust July 2004 - Present
Education
University of Delaware 1997 — 2001
Rajesh Natarajan's Wilmington Trust Experience February 2008 - March 2009
Job QA Manager Test Automation & Performance Engineering COE
Industry Information Technology and Services
Experience
Kaplan Inc., May 2009 - Present
Wilmington Trust February 2008 - March 2009
First Data Corporation January 2007 - February 2008
Cognizant Technology Solutions November 2002 - February 2008
JPMorgan Chase November 2002 - December 2007
Wipro Technologies February 2001 - October 2002
PCT May 1999 - February 2001
Skills
Software Quality..., Test Automation, Quality Assurance, Quality Center, Web Applications, Requirements Analysis, QTP, Testing, Test Planning, Selenium, User Acceptance Testing, Process Improvement, Agile, Java, SOA, System Testing, Data Warehousing, Architecture, Test Management, Regression Testing, Mainframe, Release Management, Change Management, LoadRunner, JIRA, Application Development, HTML, Team Building, Problem Solving, Test Director, J2EE, Waterfall, E-Learning, Agile scrum, Visual Studio web..., Google App Engine, Moodle, AWS, Performance Testing, Capacity Planning, lear
Education
University of Madras 1995 — 1999
Bachelor Of Engineering, Electrical & Electronics
Kaplan Inc., May 2009 - Present
Wilmington Trust February 2008 - March 2009
First Data Corporation January 2007 - February 2008
Cognizant Technology Solutions November 2002 - February 2008
JPMorgan Chase November 2002 - December 2007
Wipro Technologies February 2001 - October 2002
PCT May 1999 - February 2001
Skills
Software Quality..., Test Automation, Quality Assurance, Quality Center, Web Applications, Requirements Analysis, QTP, Testing, Test Planning, Selenium, User Acceptance Testing, Process Improvement, Agile, Java, SOA, System Testing, Data Warehousing, Architecture, Test Management, Regression Testing, Mainframe, Release Management, Change Management, LoadRunner, JIRA, Application Development, HTML, Team Building, Problem Solving, Test Director, J2EE, Waterfall, E-Learning, Agile scrum, Visual Studio web..., Google App Engine, Moodle, AWS, Performance Testing, Capacity Planning, lear
Education
University of Madras 1995 — 1999
Bachelor Of Engineering, Electrical & Electronics
Richard Murad's Wilmington Trust Experience July 2014 - Present
Job Asset Management Marketing Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2014 - Present
M&T Bank July 2012 - June 2014
M&T Bank May 2011 - August 2011
Network Solutions April 2007 - July 2010
Skills
Financial Modeling, Valuation, Business Analysis, Process Improvement, Project Management, Competitive Analysis, Forecasting, Finance, Data Analysis, Leadership, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA, Finance, Investment Management
University of Virginia 2002 — 2006
BS, Double Major: Economics and Systems Engineering
Wilmington Trust July 2014 - Present
M&T Bank July 2012 - June 2014
M&T Bank May 2011 - August 2011
Network Solutions April 2007 - July 2010
Skills
Financial Modeling, Valuation, Business Analysis, Process Improvement, Project Management, Competitive Analysis, Forecasting, Finance, Data Analysis, Leadership, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA, Finance, Investment Management
University of Virginia 2002 — 2006
BS, Double Major: Economics and Systems Engineering
Lewis Evans's Wilmington Trust Experience December 1995 - July 1999
Job Senior Consultant at Mitchell Titus
Industry Financial Services
Experience
Mitchell & Titus, LLP July 2012 - Present
TACS, LLC March 2011 - July 2012
LPL Financial March 2008 - March 2011
TIAA-CREF May 2005 - February 2008
BDO USA, LLP August 2004 - May 2005
Wachovia September 2002 - August 2004
KPMG July 1999 - February 2002
Wilmington Trust December 1995 - July 1999
Skills
IT Audit, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Information Security, Disaster Recovery, Internal Controls, SDLC, Process Improvement, Information Technology, Information Security..., Enterprise Risk..., COBIT, CISA, Auditing, Security, Financial Risk, ITIL, IT Management, Change Management, Sarbanes-Oxley, Governance, PCI DSS, Business Continuity, Program Management, COSO, SAP
Education
University of Maryland University College 1993 — 1995
B.S, Accounting and Information Systems
University of Maryland University College 1993 — 1995
BS, Accounting and Computer Science
Mitchell & Titus, LLP July 2012 - Present
TACS, LLC March 2011 - July 2012
LPL Financial March 2008 - March 2011
TIAA-CREF May 2005 - February 2008
BDO USA, LLP August 2004 - May 2005
Wachovia September 2002 - August 2004
KPMG July 1999 - February 2002
Wilmington Trust December 1995 - July 1999
Skills
IT Audit, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Information Security, Disaster Recovery, Internal Controls, SDLC, Process Improvement, Information Technology, Information Security..., Enterprise Risk..., COBIT, CISA, Auditing, Security, Financial Risk, ITIL, IT Management, Change Management, Sarbanes-Oxley, Governance, PCI DSS, Business Continuity, Program Management, COSO, SAP
Education
University of Maryland University College 1993 — 1995
B.S, Accounting and Information Systems
University of Maryland University College 1993 — 1995
BS, Accounting and Computer Science
Martha Penberthy, CFA, CFP's Wilmington Trust Experience January 1997 - February 2002
Job Financial Management Analyst at U. S. Department of Education
Industry Government Administration
Experience
U. S. Department of Education May 2014 - Present
U. S. Peace Corps June 2011 - August 2013
Baldwin Investment Managment, LLC December 2003 - August 2011
Wilmington Trust January 1997 - February 2002
LTCB-MAS Investment Management, LLC May 1990 - January 1997
Miller Anderson & Sherrerd August 1988 - May 1990
Skills
Asset Allocation, Investment Management, Asset Managment, Alternative Investments, International Relations, Asset Management, Investments, Portfolio Management, Equities, Financial Services, Financial Modeling, International..., Community Development, Economics
Education
University of Pennsylvania
Milton Academy
Methodist College Belfast
U. S. Department of Education May 2014 - Present
U. S. Peace Corps June 2011 - August 2013
Baldwin Investment Managment, LLC December 2003 - August 2011
Wilmington Trust January 1997 - February 2002
LTCB-MAS Investment Management, LLC May 1990 - January 1997
Miller Anderson & Sherrerd August 1988 - May 1990
Skills
Asset Allocation, Investment Management, Asset Managment, Alternative Investments, International Relations, Asset Management, Investments, Portfolio Management, Equities, Financial Services, Financial Modeling, International..., Community Development, Economics
Education
University of Pennsylvania
Milton Academy
Methodist College Belfast
Edwille Sabalburo's Wilmington Trust Experience March 2013 - Present
Job Associate at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2013 - Present
Wells Fargo Bank March 2008 - Present
Wells Fargo Bank October 2004 - March 2008
Wells Fargo Bank June 2001 - September 2004
Skills
Banking, Customer Service, Sales, Microsoft Excel, Financial Analysis, Cash Management, PowerPoint, Microsoft Office, Microsoft Word, Access, Data Entry, Credit, Insurance, Risk Management, Leadership, Portfolio Management, Bonds
Education
ITT Technical Institute 2008 — 2010
IT-CNS, Computer Network Systems
University of Minnesota-Twin Cities 1999 — 2002
Wilmington Trust March 2013 - Present
Wells Fargo Bank March 2008 - Present
Wells Fargo Bank October 2004 - March 2008
Wells Fargo Bank June 2001 - September 2004
Skills
Banking, Customer Service, Sales, Microsoft Excel, Financial Analysis, Cash Management, PowerPoint, Microsoft Office, Microsoft Word, Access, Data Entry, Credit, Insurance, Risk Management, Leadership, Portfolio Management, Bonds
Education
ITT Technical Institute 2008 — 2010
IT-CNS, Computer Network Systems
University of Minnesota-Twin Cities 1999 — 2002
Joe Guggenheim's Wilmington Trust Experience June 2009 - August 2009
Job Senior Analyst, Capital One
Industry Financial Services
Experience
Capital One July 2013 - Present
Capital One February 2012 - July 2013
ING Direct July 2010 - February 2012
Wilmington Trust June 2009 - August 2009
ING DIRECT June 2008 - August 2008
Skills
Valuation, Business Analysis, Microsoft Office, Marketing Strategy, Data Analysis, Management, Finance, Financial Services, Analytics, Analysis, Strategic Planning, Market Analysis, Economics, Banking, Memes, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Tower Hill School
Capital One July 2013 - Present
Capital One February 2012 - July 2013
ING Direct July 2010 - February 2012
Wilmington Trust June 2009 - August 2009
ING DIRECT June 2008 - August 2008
Skills
Valuation, Business Analysis, Microsoft Office, Marketing Strategy, Data Analysis, Management, Finance, Financial Services, Analytics, Analysis, Strategic Planning, Market Analysis, Economics, Banking, Memes, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Tower Hill School
Karen Kiley, CTFA's Wilmington Trust Experience September 2010 - Present
Job VP and Trust Officer at Wilmington Trust
Industry Banking
Experience
Wilmington Trust September 2010 - Present
M&T Bank/Wilmington Trust November 2000 - September 2010
Farmers & Merchants Bank and Trust April 1995 - November 2000
Hagerstown Trust Company June 1991 - April 1995
Metropolitan Bank, N.A. 1988 - June 1991
1st American Bank 1986 - 1988
Skills
Wealth Management, Investments, New Business Development, Estate Administration
Education
University of Maryland College Park 1982 — 1986
Bachelor of Science/College of Business & Management, Marketing
Institute of Certified Bankers
Certified Trust and Financial Advisor (CTFA)
Wilmington Trust September 2010 - Present
M&T Bank/Wilmington Trust November 2000 - September 2010
Farmers & Merchants Bank and Trust April 1995 - November 2000
Hagerstown Trust Company June 1991 - April 1995
Metropolitan Bank, N.A. 1988 - June 1991
1st American Bank 1986 - 1988
Skills
Wealth Management, Investments, New Business Development, Estate Administration
Education
University of Maryland College Park 1982 — 1986
Bachelor of Science/College of Business & Management, Marketing
Institute of Certified Bankers
Certified Trust and Financial Advisor (CTFA)
Mary Alice Stopyra's Wilmington Trust Experience January 2014 - Present
Job Global Specialized Unit Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2014 - Present
Wilmington Trust February 2012 - December 2013
Wilmington Trust 2009 - January 2012
Skills
Financial Services, Management, Strategy, Leadership, Capital Markets, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
M.B.A., Finance
Youngstown State University 1980 — 1984
B.A.
Wilmington Trust January 2014 - Present
Wilmington Trust February 2012 - December 2013
Wilmington Trust 2009 - January 2012
Skills
Financial Services, Management, Strategy, Leadership, Capital Markets, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
M.B.A., Finance
Youngstown State University 1980 — 1984
B.A.
Kathryn Spencer's Wilmington Trust Experience January 2008 - Present
Job VP Talent Management
Industry Financial Services
Experience
Wilmington Trust January 2008 - Present
Wilmington Trust January 2005 - January 2008
Wilmington Trust November 1997 - January 2008
PC Concepts November 1994 - November 1997
Ziff Technologies November 1990 - November 1994
Fidelity Bank November 1978 - August 1990
Skills
Software Documentation, System Testing, Financial Services, Portfolio Management, Investments, Wealth Management, Banking, Mutual Funds, Management, Training, Human Resources, Business Analysis, Leadership, Troubleshooting, Credit Cards, Strategic Financial..., Risk Management, Investment Advisory, Budgets
Education
RCTaylor Group 2007 — 2007
DiSC Certification, DiSC profile
Cannon Financial Institute 2003 — 2003
Trust School I, Trust, Fiduciary, Estate, Investment Management
University of Delaware 1979 — 1980
Computer Technology Certificate Program, Computer Technology
University of Delaware
Bachelor of Musid in Education, Music Education
Wilmington Trust January 2008 - Present
Wilmington Trust January 2005 - January 2008
Wilmington Trust November 1997 - January 2008
PC Concepts November 1994 - November 1997
Ziff Technologies November 1990 - November 1994
Fidelity Bank November 1978 - August 1990
Skills
Software Documentation, System Testing, Financial Services, Portfolio Management, Investments, Wealth Management, Banking, Mutual Funds, Management, Training, Human Resources, Business Analysis, Leadership, Troubleshooting, Credit Cards, Strategic Financial..., Risk Management, Investment Advisory, Budgets
Education
RCTaylor Group 2007 — 2007
DiSC Certification, DiSC profile
Cannon Financial Institute 2003 — 2003
Trust School I, Trust, Fiduciary, Estate, Investment Management
University of Delaware 1979 — 1980
Computer Technology Certificate Program, Computer Technology
University of Delaware
Bachelor of Musid in Education, Music Education
Steven Monarski's Wilmington Trust Experience 1999 - 2000
Job Engineer at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2005 - Present
JPMorganChase 2005 - Present
InfoSystems, Inc. July 1996 - September 2005
Wilmington Trust 1999 - 2000
The Reohr Group September 1987 - June 1996
Skills
Disaster Recovery, VMware ESX, Virtualization, VMware, Servers, Security, Network Architecture, Windows Server, Storage, Windows, Information Security, Citrix, Business Continuity, Integration, Microsoft SQL Server
Education
University of Delaware 1981 — 1983
JPMorgan Chase October 2005 - Present
JPMorganChase 2005 - Present
InfoSystems, Inc. July 1996 - September 2005
Wilmington Trust 1999 - 2000
The Reohr Group September 1987 - June 1996
Skills
Disaster Recovery, VMware ESX, Virtualization, VMware, Servers, Security, Network Architecture, Windows Server, Storage, Windows, Information Security, Citrix, Business Continuity, Integration, Microsoft SQL Server
Education
University of Delaware 1981 — 1983
Cheryl Simpson's Wilmington Trust Experience February 1996 - September 1998
Job Director of Finance, Treasury at Marlette Funding
Industry Banking
Experience
Marlette Funding October 2014 - Present
Barclays Bank Delaware April 2008 - July 2010
Barclays Bank Delaware February 2004 - April 2008
Barclays Bank Delaware February 2001 - February 2004
First USA Bank September 1998 - February 2001
Wilmington Trust February 1996 - September 1998
Penn Mutual June 1992 - February 1996
Skills
Relationship Management, Interest Rate Risk..., Liquidity Management, Project Management, Funds Transfer Pricing, Risk Management, Forecasting, Treasury, Cash Management, Banking, Internal Controls, Analysis
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, Finance
Villanova University 1988 — 1992
BS, Accounting
Marlette Funding October 2014 - Present
Barclays Bank Delaware April 2008 - July 2010
Barclays Bank Delaware February 2004 - April 2008
Barclays Bank Delaware February 2001 - February 2004
First USA Bank September 1998 - February 2001
Wilmington Trust February 1996 - September 1998
Penn Mutual June 1992 - February 1996
Skills
Relationship Management, Interest Rate Risk..., Liquidity Management, Project Management, Funds Transfer Pricing, Risk Management, Forecasting, Treasury, Cash Management, Banking, Internal Controls, Analysis
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, Finance
Villanova University 1988 — 1992
BS, Accounting
Angela Rizzo's Wilmington Trust Experience 2011 - Present
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2011 - Present
Wilmington Trust 2008 - 2011
Bingham Legg Advisers 2005 - 2007
Coldwell Banker 2004 - 2005
Education
University of Massachusetts, Amherst 2000 — 2004
Needham High School 1996 — 2000
Wilmington Trust 2011 - Present
Wilmington Trust 2008 - 2011
Bingham Legg Advisers 2005 - 2007
Coldwell Banker 2004 - 2005
Education
University of Massachusetts, Amherst 2000 — 2004
Needham High School 1996 — 2000
Michael Orendorf's Wilmington Trust Experience 1988 - 1997
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Company August 2011 - Present
Wells Fargo Bank, N.A. 2002 - August 2011
Wachovia Corporation 1997 - 2002
Wachovia Bank 1997 - 2002
Wilmington Trust 1988 - 1997
Skills
Securities, Asset Managment, Alternative Investments, Banking, Mutual Funds, Portfolio Management, Asset Management, Series 7, Hedge Funds, Investments, Life Insurance, Risk Management, Structured Finance, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BSEC, Economics
Wilmington Trust Company August 2011 - Present
Wells Fargo Bank, N.A. 2002 - August 2011
Wachovia Corporation 1997 - 2002
Wachovia Bank 1997 - 2002
Wilmington Trust 1988 - 1997
Skills
Securities, Asset Managment, Alternative Investments, Banking, Mutual Funds, Portfolio Management, Asset Management, Series 7, Hedge Funds, Investments, Life Insurance, Risk Management, Structured Finance, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BSEC, Economics
Shawn Lucey's Wilmington Trust Experience August 2014 - Present
Job Vice President at M&T Bank
Industry Investment Banking
Experience
M&T Bank August 2014 - Present
Wilmington Trust August 2014 - Present
JPMorgan January 2007 - August 2014
MBNA October 2001 - 2006
Skills
Securities, Project Management, Process Improvement, Series 7, Business Process..., Finance, Back Office
Education
University of Delaware 2003 — 2007
BS, Finance
FINRA
Series 7
M&T Bank August 2014 - Present
Wilmington Trust August 2014 - Present
JPMorgan January 2007 - August 2014
MBNA October 2001 - 2006
Skills
Securities, Project Management, Process Improvement, Series 7, Business Process..., Finance, Back Office
Education
University of Delaware 2003 — 2007
BS, Finance
FINRA
Series 7
Lauren Cellucci, CIMA ®'s Wilmington Trust Experience February 2004 - January 2011
Job VP, Regional Institutional Portfolio Manager
Industry Investment Management
Experience
BB&T Institutional Investment Advisers 2011 - Present
Wilmington Trust February 2004 - January 2011
Skills
Asset Managment, Financial Markets, Wealth Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Alternative Investments, Portfolio Management, Asset Management, Investment Advisory
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2000 — 2003
Bachelor of Science (B.S.), Finance, General
BB&T Institutional Investment Advisers 2011 - Present
Wilmington Trust February 2004 - January 2011
Skills
Asset Managment, Financial Markets, Wealth Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Alternative Investments, Portfolio Management, Asset Management, Investment Advisory
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2000 — 2003
Bachelor of Science (B.S.), Finance, General
Frances Patricia Orellana's Wilmington Trust Experience May 2003 - December 2007
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors LLC February 2008 - Present
Wilmington Trust May 2003 - December 2007
Mediacom / Grey Advertising October 2001 - April 2003
Morgan Stanley Dean Witter June 1998 - August 2000
Skills
Investment Strategies, Retirement Planning
Education
University of Maryland College Park
Bachelor of Science, Business: Finance and Marketing
AXA Advisors LLC February 2008 - Present
Wilmington Trust May 2003 - December 2007
Mediacom / Grey Advertising October 2001 - April 2003
Morgan Stanley Dean Witter June 1998 - August 2000
Skills
Investment Strategies, Retirement Planning
Education
University of Maryland College Park
Bachelor of Science, Business: Finance and Marketing
Debbie Dolan's Wilmington Trust Experience 1989 - 2001
Job Vice President and Trust Officer at Brandywine Trust Company
Industry Financial Services
Experience
Brandywine Trust Company June 2014 - Present
The LeFrak Trust Company February 2001 - May 2014
Wilmington Trust 1989 - 2001
Skills
Wealth Management, Asset Management, High Net Worth..., Investments, Portfolio Management, Investment Advisory, Equities
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brandywine Trust Company June 2014 - Present
The LeFrak Trust Company February 2001 - May 2014
Wilmington Trust 1989 - 2001
Skills
Wealth Management, Asset Management, High Net Worth..., Investments, Portfolio Management, Investment Advisory, Equities
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Shweta Kaul's Wilmington Trust Experience September 2009 - December 2009
Job Manager at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
PwC July 2012 - Present
PwC August 2010 - June 2012
University of Delaware September 2009 - September 2010
Wilmington Trust September 2009 - December 2009
University of Delaware September 2008 - September 2009
ECI Telecom January 2008 - July 2008
Nortel 2005 - 2007
Reliance Communications October 2004 - October 2005
Skills
Business Analysis, Management Consulting, Data Analysis, Business Process, Project Management, Program Management, Business Strategy, Business Process..., IT Strategy, Requirements Analysis, Process Improvement, Team Management, Product Management, Strategy, ERP
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2010
MBA, Information Technology
University of Mumbai 2000 — 2004
B.E., Electrical
PwC June 2015 - Present
PwC July 2012 - Present
PwC August 2010 - June 2012
University of Delaware September 2009 - September 2010
Wilmington Trust September 2009 - December 2009
University of Delaware September 2008 - September 2009
ECI Telecom January 2008 - July 2008
Nortel 2005 - 2007
Reliance Communications October 2004 - October 2005
Skills
Business Analysis, Management Consulting, Data Analysis, Business Process, Project Management, Program Management, Business Strategy, Business Process..., IT Strategy, Requirements Analysis, Process Improvement, Team Management, Product Management, Strategy, ERP
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2010
MBA, Information Technology
University of Mumbai 2000 — 2004
B.E., Electrical
Doug Grochowski's Wilmington Trust Experience January 2006 - Present
Job VP/Director at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - November 1996
Education
Villa Julie College 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - November 1996
Education
Villa Julie College 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Marianna Melnikova, CFA's Wilmington Trust Experience May 2014 - Present
Job Investment Associate at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust May 2014 - Present
BlackRock April 2011 - April 2014
JPMorgan Chase August 2009 - April 2011
Wilmington Trust September 2008 - May 2009
University of Delaware 2007 - 2009
Bank of America June 2008 - August 2008
UniCredit Bank 2007 - 2007
Skills
Valuation, Fixed Income, Bloomberg, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Equities, Derivatives, Hedge Funds, Equity Research, Investments, Alternative Investments, Risk Management, Securities
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2009
MBA, Business, Finance
Voronezh State University 2002 — 2007
Bachelor of Science (BS), Economics
Wilmington Trust May 2014 - Present
BlackRock April 2011 - April 2014
JPMorgan Chase August 2009 - April 2011
Wilmington Trust September 2008 - May 2009
University of Delaware 2007 - 2009
Bank of America June 2008 - August 2008
UniCredit Bank 2007 - 2007
Skills
Valuation, Fixed Income, Bloomberg, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Equities, Derivatives, Hedge Funds, Equity Research, Investments, Alternative Investments, Risk Management, Securities
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2009
MBA, Business, Finance
Voronezh State University 2002 — 2007
Bachelor of Science (BS), Economics
Dan Urgo, CTFA's Wilmington Trust Experience December 1998 - Present
Job Vice President & Group Manager, Wealth Advisory Services,Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust December 1998 - Present
Skills
Estate Planning, Asset Management, Securities, Real Estate, Asset Allocation, Portfolio Management, Financial Analysis, Risk Management, Investments, Nonprofits, Banking, Strategic Financial..., Wealth Management, Series 7, Alternative Investments
Education
University of Minnesota-Twin Cities 1979 — 1984
B.A., Economics
Wilmington Trust December 1998 - Present
Skills
Estate Planning, Asset Management, Securities, Real Estate, Asset Allocation, Portfolio Management, Financial Analysis, Risk Management, Investments, Nonprofits, Banking, Strategic Financial..., Wealth Management, Series 7, Alternative Investments
Education
University of Minnesota-Twin Cities 1979 — 1984
B.A., Economics
Ranney Ward's Wilmington Trust Experience December 2006 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust December 2006 - Present
Wachovia Bank February 1991 - December 2006
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1996
MBA, Finance
Wilmington Trust December 2006 - Present
Wachovia Bank February 1991 - December 2006
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1996
MBA, Finance
Doug Grochowski's Wilmington Trust Experience January 2006 - Present
Job VP at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - October 1996
Skills
Mutual Funds, Contract Negotiation, Investments, Accounting, Process Improvement, Management, Alternative Investments, Asset Management, Financial Services, Human Resources, Customer Service, Financial Analysis, Vendor Management, Asset Allocation, Operations Management
Education
Stevenson University 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance, History
Joppatowne High
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - October 1996
Skills
Mutual Funds, Contract Negotiation, Investments, Accounting, Process Improvement, Management, Alternative Investments, Asset Management, Financial Services, Human Resources, Customer Service, Financial Analysis, Vendor Management, Asset Allocation, Operations Management
Education
Stevenson University 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance, History
Joppatowne High
David A. Vanaskey, Jr.'s Wilmington Trust Experience January 1986 - Present
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust January 1986 - Present
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
Masters, Business
Widener University 1991 — 1993
BA, Business
Wilmington Trust January 1986 - Present
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
Masters, Business
Widener University 1991 — 1993
BA, Business
Hunter Wilson's Wilmington Trust Experience January 2014 - Present
Job Managing Director, Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust January 2014 - Present
GenSpring Family Offices 1994 - 2013
Ocwen Financial Corporation 1992 - 1994
Deloitte 1982 - 1992
Skills
Asset Management, Alternative Investments, Certified Public..., Wealth Management, High Net Worth..., Family Office Services, Trust and Estate..., Investment Management, Asset Allocation, Hedge Funds, Investment Advisory, Investments, Investment Strategies, Portfolio Management, Private Equity, Equities, Wealth Management..., Estate Planning, Strategic Financial..., Due Diligence
Education
University of Florida
Bachelor of Science, Accounting and Finance
Wilmington Trust January 2014 - Present
GenSpring Family Offices 1994 - 2013
Ocwen Financial Corporation 1992 - 1994
Deloitte 1982 - 1992
Skills
Asset Management, Alternative Investments, Certified Public..., Wealth Management, High Net Worth..., Family Office Services, Trust and Estate..., Investment Management, Asset Allocation, Hedge Funds, Investment Advisory, Investments, Investment Strategies, Portfolio Management, Private Equity, Equities, Wealth Management..., Estate Planning, Strategic Financial..., Due Diligence
Education
University of Florida
Bachelor of Science, Accounting and Finance
Mandy Vincent's Wilmington Trust Experience 2000 - 2004
Job Financial Services Professional & Project Manager
Industry Financial Services
Experience
Collections Marketing Center, Inc. (CMC) September 2013 - Present
Best Buddies International July 2011 - June 2013
Down Syndrome Association of Delaware July 2010 - June 2011
Capital Financial Group, Inc./ H. Beck, Inc. 2010 - February 2011
Nationwide Financial Network 2005 - November 2009
1717 Capital Management Company 2005 - 2008
Wilmington Trust 2000 - 2004
National Plan Coordinators, Inc. August 1997 - September 2000
Skills
Program Management, Risk Management, Customer Service, Leadership, Visio, FINRA, Financial Services, Internal Controls, Internal Audit, Securities, Mutual Funds, Project Management, Control Testing, Training, Building Relationships
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2005
MBA, Executive MBA Program
University of Delaware 1993 — 1997
BA, Psychology, minor Biology
Collections Marketing Center, Inc. (CMC) September 2013 - Present
Best Buddies International July 2011 - June 2013
Down Syndrome Association of Delaware July 2010 - June 2011
Capital Financial Group, Inc./ H. Beck, Inc. 2010 - February 2011
Nationwide Financial Network 2005 - November 2009
1717 Capital Management Company 2005 - 2008
Wilmington Trust 2000 - 2004
National Plan Coordinators, Inc. August 1997 - September 2000
Skills
Program Management, Risk Management, Customer Service, Leadership, Visio, FINRA, Financial Services, Internal Controls, Internal Audit, Securities, Mutual Funds, Project Management, Control Testing, Training, Building Relationships
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2005
MBA, Executive MBA Program
University of Delaware 1993 — 1997
BA, Psychology, minor Biology
Lynn Steiner's Wilmington Trust Experience October 2013 - Present
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2013 - Present
Wells Fargo August 2005 - October 2013
Skills
Trust Services, Relationship Management
Education
University of Minnesota - Carlson School of Management
Wilmington Trust October 2013 - Present
Wells Fargo August 2005 - October 2013
Skills
Trust Services, Relationship Management
Education
University of Minnesota - Carlson School of Management
Valeria Stefanovich's Wilmington Trust Experience September 2008 - May 2009
Job Risk Management/ Compliance Analyst at Flagship Credit Acceptance
Industry Financial Services
Experience
Flagship Credit Acceptance February 2014 - Present
Freelance Translator/Interpreter ( Russian/English, English/Russian) May 2001 - Present
Freedom Mortgage October 2012 - February 2014
National Language Service Corps 2012 - 2014
National Language Service Corps 2012 - 2014
Bank of America September 2010 - September 2012
Swarthmore Financial Services May 2009 - May 2010
Wilmington Trust September 2008 - May 2009
Atlantic Sands Hotel & Conference Center May 2001 - May 2009
Skills
Management, Microsoft Excel, Risk Management, Microsoft Office, Customer Service, Budgets, Access, Public Speaking, Microsoft Word, Insurance, PowerPoint, Budget, Business Analysis, SAS, Statistical Data...
Education
University of Delaware 2007 — 2010
MBA/Finance, MBA Finance
Minsk State Linquistic University 1994 — 1998
Bachelor of Arts (B.A.), Foreign Languages/ Translation-Interpretation
Flagship Credit Acceptance February 2014 - Present
Freelance Translator/Interpreter ( Russian/English, English/Russian) May 2001 - Present
Freedom Mortgage October 2012 - February 2014
National Language Service Corps 2012 - 2014
National Language Service Corps 2012 - 2014
Bank of America September 2010 - September 2012
Swarthmore Financial Services May 2009 - May 2010
Wilmington Trust September 2008 - May 2009
Atlantic Sands Hotel & Conference Center May 2001 - May 2009
Skills
Management, Microsoft Excel, Risk Management, Microsoft Office, Customer Service, Budgets, Access, Public Speaking, Microsoft Word, Insurance, PowerPoint, Budget, Business Analysis, SAS, Statistical Data...
Education
University of Delaware 2007 — 2010
MBA/Finance, MBA Finance
Minsk State Linquistic University 1994 — 1998
Bachelor of Arts (B.A.), Foreign Languages/ Translation-Interpretation
Samantha Pauley, CTFA's Wilmington Trust Experience 2003 - May 2007
Job AVP, Trust officer II at US Trust Company of Delaware
Industry Financial Services
Experience
US Trust May 2007 - Present
Wilmington Trust 2003 - May 2007
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Wealth Management..., Securities
Education
University of Delaware 1999 — 2003
Bachelor's of Science, Leadership and Consumer Economics
US Trust May 2007 - Present
Wilmington Trust 2003 - May 2007
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Wealth Management..., Securities
Education
University of Delaware 1999 — 2003
Bachelor's of Science, Leadership and Consumer Economics
Sheri Barber's Wilmington Trust Experience 2001 - 2003
Job Retail Processor at Freedom Mortgage
Industry Financial Services
Experience
Freedom Mortgage Assistant Sales AssociateWells Fargo Home Mortgage1999 - 2009
Wilmington Trust 2001 - 2003
Education
University of Delaware
BA, Political Science and English
Freedom Mortgage Assistant Sales AssociateWells Fargo Home Mortgage1999 - 2009
Wilmington Trust 2001 - 2003
Education
University of Delaware
BA, Political Science and English
Marilyn Talman's Wilmington Trust Experience June 2003 - Present
Job Vice President and Counsel at Wilmington Trust
Industry Banking
Experience
Wilmington Brokerage Services Company 2009 - Present
Wilmington Trust June 2003 - Present
Wilmington Trust Investment Management 2003 - Present
ING Variable Annuities 1996 - 2002
ING 1996 - 2002
Skills
Securities, Asset Managment, Hedge Funds, Mutual Funds, Investment Management, AML, Series 7, Alternative Investments, Investments, Corporate Governance, Portfolio Management, Equities, Financial Analysis, FINRA, Securities Regulation, Structured Finance, Asset Management, Investment Advisory, Banking, Financial Services, Risk Management, Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Master of Science (MS), Finance
Temple University - School of Law 1986 — 1989
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Wilmington Brokerage Services Company 2009 - Present
Wilmington Trust June 2003 - Present
Wilmington Trust Investment Management 2003 - Present
ING Variable Annuities 1996 - 2002
ING 1996 - 2002
Skills
Securities, Asset Managment, Hedge Funds, Mutual Funds, Investment Management, AML, Series 7, Alternative Investments, Investments, Corporate Governance, Portfolio Management, Equities, Financial Analysis, FINRA, Securities Regulation, Structured Finance, Asset Management, Investment Advisory, Banking, Financial Services, Risk Management, Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Master of Science (MS), Finance
Temple University - School of Law 1986 — 1989
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Marybeth Schmitz's Wilmington Trust Experience 2002 - 2003
Job VP, Human Resources at The Boon Group
Industry Human Resources
Experience
The Boon Group, Inc. May 2014 - Present
Kessler Topaz Meltzer & Check, LLP October 2009 - April 2014
Bear Stearns Asset Management 2007 - 2009
Morgan Stanley 2005 - 2007
Screenvision 2004 - 2005
Calence 2003 - 2004
Wilmington Trust 2002 - 2003
Kenexa 1999 - 2002
MRI Network 1998 - 1999
Skills
Applicant Tracking..., Employment Law, Employee Benefits, Recruiting, Mergers & Acquisitions, Human Resources, Onboarding, Mergers, Deferred Compensation, HRIS, Succession Planning, Strategy
Education
University of Michigan 1994 — 1998
BA, Political Science
The Boon Group, Inc. May 2014 - Present
Kessler Topaz Meltzer & Check, LLP October 2009 - April 2014
Bear Stearns Asset Management 2007 - 2009
Morgan Stanley 2005 - 2007
Screenvision 2004 - 2005
Calence 2003 - 2004
Wilmington Trust 2002 - 2003
Kenexa 1999 - 2002
MRI Network 1998 - 1999
Skills
Applicant Tracking..., Employment Law, Employee Benefits, Recruiting, Mergers & Acquisitions, Human Resources, Onboarding, Mergers, Deferred Compensation, HRIS, Succession Planning, Strategy
Education
University of Michigan 1994 — 1998
BA, Political Science
Paul Greenplate's Wilmington Trust Experience June 1980 - October 1985
Job SVP & Treasurer at WSFS Bank
Industry Banking
Experience
WSFS Bank December 1999 - Present
LyondellBasell June 1998 - November 1999
ARCO Chemical October 1990 - November 1999
Marine Midland Bank October 1985 - April 1990
Wilmington Trust June 1980 - October 1985
Education
University of Delaware 1977 — 1980
BS, Economics
WSFS Bank December 1999 - Present
LyondellBasell June 1998 - November 1999
ARCO Chemical October 1990 - November 1999
Marine Midland Bank October 1985 - April 1990
Wilmington Trust June 1980 - October 1985
Education
University of Delaware 1977 — 1980
BS, Economics
Jonathan Krepol's Wilmington Trust Experience December 2007 - April 2013
Job Infinity Electric LLC
Industry Electrical/Electronic Manufacturing
Experience
JPMorgan Chase & Co. November 2014 - March 2015
JPMorgan Chase May 2013 - November 2014
Wilmington Trust December 2007 - April 2013
WSFS Bank June 2005 - February 2007
Education
University of Delaware - Lerner College of Business and Economics
JPMorgan Chase & Co. November 2014 - March 2015
JPMorgan Chase May 2013 - November 2014
Wilmington Trust December 2007 - April 2013
WSFS Bank June 2005 - February 2007
Education
University of Delaware - Lerner College of Business and Economics
Keith Al-Chokhachy's Wilmington Trust Experience October 2013 - February 2015
Job Trust Officer / Assistant Vice President / Bank of America / US Trust
Industry Financial Services
Experience
U.S. Trust February 2015 - Present
n/a June 2010 - Present
Wilmington Trust October 2013 - February 2015
PNC Investments September 2011 - October 2013
JPMorgan 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities
Education
University of Delaware 2008 — 2009
Certificate, Certified Financial Planner(tm)
Wilmington University 2002 — 2006
Bachelor, Business Management
U.S. Trust February 2015 - Present
n/a June 2010 - Present
Wilmington Trust October 2013 - February 2015
PNC Investments September 2011 - October 2013
JPMorgan 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities
Education
University of Delaware 2008 — 2009
Certificate, Certified Financial Planner(tm)
Wilmington University 2002 — 2006
Bachelor, Business Management
William Shinn's Wilmington Trust Experience March 1989 - Present
Job Assistant Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust March 1989 - Present
Manufacturers Hanover Trust June 1983 - March 1989
Education
Widener University 1988 — 1991
MBA, Finance
University of Delaware 1977 — 1981
BS, Major Accounting - Minor Business Administration
Wilmington Trust March 1989 - Present
Manufacturers Hanover Trust June 1983 - March 1989
Education
Widener University 1988 — 1991
MBA, Finance
University of Delaware 1977 — 1981
BS, Major Accounting - Minor Business Administration
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
Sandra Au's Wilmington Trust Experience March 2001 - March 2004
Job AML Compliance Investigator at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
WSFS Bank 2012 - 2013
Wilmington Trust, acquired by M&T Bank March 2004 - September 2011
Wilmington Trust March 2001 - March 2004
Skills
Financial Analysis, Business Planning, Budgeting, Forecasting, High Net Worth, Corporate Trust, Investments, Cross-functional teams, Customer Service, High Net Worth..., Budgets, Process Improvement, Finance, Cross-functional Team..., Project Management, Internal Controls, Analysis, Strategic Planning, Sarbanes-Oxley Act
Education
University of Hawaii at Manoa
B.S., Finance
JPMorgan Chase 2014 - Present
WSFS Bank 2012 - 2013
Wilmington Trust, acquired by M&T Bank March 2004 - September 2011
Wilmington Trust March 2001 - March 2004
Skills
Financial Analysis, Business Planning, Budgeting, Forecasting, High Net Worth, Corporate Trust, Investments, Cross-functional teams, Customer Service, High Net Worth..., Budgets, Process Improvement, Finance, Cross-functional Team..., Project Management, Internal Controls, Analysis, Strategic Planning, Sarbanes-Oxley Act
Education
University of Hawaii at Manoa
B.S., Finance
Ann Andrew's Wilmington Trust Experience June 2008 - October 2014
Job Private Banker at 1st Mariner Bank
Industry Financial Services
Experience
1st Mariner Bank October 2014 - Present
Wilmington Trust June 2008 - October 2014
Mercantile Bank & Trust Co./PNC Bank August 1979 - June 2008
Skills
Wealth Management, Commercial Lending, Credit
Education
Towson State University
Bachelor of Arts (B.A.), Art Teacher Education
University of Maryland College Park
Maryland Banker School
1st Mariner Bank October 2014 - Present
Wilmington Trust June 2008 - October 2014
Mercantile Bank & Trust Co./PNC Bank August 1979 - June 2008
Skills
Wealth Management, Commercial Lending, Credit
Education
Towson State University
Bachelor of Arts (B.A.), Art Teacher Education
University of Maryland College Park
Maryland Banker School
Zia Qasim's Wilmington Trust Experience 2007 - Present
Job Portfolio Manager, Wilmington Trust Investment Advisors
Industry Investment Management
Experience
Wilmington Trust 2007 - Present
Vanguard 2005 - 2007
Wilmington Trust 2003 - 2005
New York Stock Exchange June 2001 - August 2001
Skills
Investment Management, Fixed Income, Portfolio Management, Trading, Short Duration, Money Markets, Cash Management, Mutual Funds, Separately Managed...
Education
University of Delaware
Master of Business Administration (MBA)
University of Delaware
Master of Science in International Business
University of Delaware
Bachelor's Degree, Economics
Wilmington Trust 2007 - Present
Vanguard 2005 - 2007
Wilmington Trust 2003 - 2005
New York Stock Exchange June 2001 - August 2001
Skills
Investment Management, Fixed Income, Portfolio Management, Trading, Short Duration, Money Markets, Cash Management, Mutual Funds, Separately Managed...
Education
University of Delaware
Master of Business Administration (MBA)
University of Delaware
Master of Science in International Business
University of Delaware
Bachelor's Degree, Economics
Kristine Richey's Wilmington Trust Experience 2007 - 2011
Job State of Delaware
Industry Primary/Secondary Education
Experience
Wilmington University September 2011 - December 2013
Wilmington Trust 2007 - 2011
Wilmington Trust 2003 - 2007
Wilmington Trust 2000 - 2003
Wilmington Trust 1997 - 2000
Wilmington Trust 1996 - 1997
Skills
Staff Development, Instructional Design, Risk Management, Process Improvement, Vendor Management, Banking, Project Management, Training, Call Center, Strategic Planning, E-Learning, Microsoft Office, Management, Microsoft Excel, Data Analysis
Education
Wilmington College 2011 — 2014
Master's degree, Elementary Education and Teaching
University of Delaware 1990 — 1995
Bachelor of Arts, Political Science
Wilmington University September 2011 - December 2013
Wilmington Trust 2007 - 2011
Wilmington Trust 2003 - 2007
Wilmington Trust 2000 - 2003
Wilmington Trust 1997 - 2000
Wilmington Trust 1996 - 1997
Skills
Staff Development, Instructional Design, Risk Management, Process Improvement, Vendor Management, Banking, Project Management, Training, Call Center, Strategic Planning, E-Learning, Microsoft Office, Management, Microsoft Excel, Data Analysis
Education
Wilmington College 2011 — 2014
Master's degree, Elementary Education and Teaching
University of Delaware 1990 — 1995
Bachelor of Arts, Political Science
Nicole St.Amand's Wilmington Trust Experience May 2013 - Present
Job at
Industry Banking
Experience
Wilmington Trust May 2013 - Present
UBS Trust Company, N.A. October 2010 - Present
Christiana Bank & Trust 2006 - 2010
US Trust Company of Delaware 2004 - 2006
Wilmington Trust 1999 - 2004
Skills
Wealth Management..., Wealth Management, High Net Worth..., Trust Services, Estate Planning, Trust Management, Alternative Investments, Asset Managment, Financial Modeling, Investment Strategies, Asset Management, Asset Allocation, Relationship Management, Financial Advisory
Education
Wilmington University 2001 — 2004
MBA, Business Administration
Wilmington University 2001 — 2004
MBA, Business Administration
University of Delaware 1994 — 1998
Bachelor of Science, Biology
Wilmington Trust May 2013 - Present
UBS Trust Company, N.A. October 2010 - Present
Christiana Bank & Trust 2006 - 2010
US Trust Company of Delaware 2004 - 2006
Wilmington Trust 1999 - 2004
Skills
Wealth Management..., Wealth Management, High Net Worth..., Trust Services, Estate Planning, Trust Management, Alternative Investments, Asset Managment, Financial Modeling, Investment Strategies, Asset Management, Asset Allocation, Relationship Management, Financial Advisory
Education
Wilmington University 2001 — 2004
MBA, Business Administration
Wilmington University 2001 — 2004
MBA, Business Administration
University of Delaware 1994 — 1998
Bachelor of Science, Biology
Leanna Indellini's Wilmington Trust Experience May 2011 - December 2011
Job Product Support Specialist at Corporation Service Company (CSC)
Industry Information Technology and Services
Experience
Corporation Service Company December 2011 - Present
Wilmington Trust May 2011 - December 2011
Wilmington Trust July 2010 - May 2011
Wilmington Trust August 2009 - July 2010
Wilmington Trust June 2005 - August 2009
Skills
Vendor Management, Business Process..., Budgets, Accounting, Credit, Time Management, Process Improvement
Education
Wilmington College 2003 — 2007
B.S Business Management
University of Delaware 2002 — 2003
Corporation Service Company December 2011 - Present
Wilmington Trust May 2011 - December 2011
Wilmington Trust July 2010 - May 2011
Wilmington Trust August 2009 - July 2010
Wilmington Trust June 2005 - August 2009
Skills
Vendor Management, Business Process..., Budgets, Accounting, Credit, Time Management, Process Improvement
Education
Wilmington College 2003 — 2007
B.S Business Management
University of Delaware 2002 — 2003
Margery Stuart's Wilmington Trust Experience March 1999 - May 2011
Job Regional Chief Appraiser – Delaware Manager at M&T Bank
Industry Banking
Experience
M&T Bank May 2011 - Present
Wilmington Trust March 1999 - May 2011
Education
University of Maryland College Park
M&T Bank May 2011 - Present
Wilmington Trust March 1999 - May 2011
Education
University of Maryland College Park
Kate McGonigle's Wilmington Trust Experience March 2015 - Present
Job
Industry Writing and Editing
Experience
Wilmington Trust March 2015 - Present
M&T Bank June 2012 - March 2015
University of Maryland February 2009 - August 2012
b free daily (The Baltimore Sun) January 2011 - May 2011
The Diamondback April 2009 - December 2009
Halethorpe Pharmacy 2006 - 2008
Skills
Editing, Copy Editing, Proofreading, Technical Writing, News Writing, Research, AP Style, Feature Articles, Storytelling, Blogging, Creative Writing, Online Journalism, Managing Deadlines, Multi Tasking, Microsoft Office, Simplifying the Complex, Handle Confidential..., High Level Of Accuracy, Reporting & Analysis, Composition, Employee Training, Team Leadership, Scheduling Management, Administrative Work, Press Releases, Audacity, Fact-checking, Journalism
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts, Journalism, 3.71 GPA
Wilmington Trust March 2015 - Present
M&T Bank June 2012 - March 2015
University of Maryland February 2009 - August 2012
b free daily (The Baltimore Sun) January 2011 - May 2011
The Diamondback April 2009 - December 2009
Halethorpe Pharmacy 2006 - 2008
Skills
Editing, Copy Editing, Proofreading, Technical Writing, News Writing, Research, AP Style, Feature Articles, Storytelling, Blogging, Creative Writing, Online Journalism, Managing Deadlines, Multi Tasking, Microsoft Office, Simplifying the Complex, Handle Confidential..., High Level Of Accuracy, Reporting & Analysis, Composition, Employee Training, Team Leadership, Scheduling Management, Administrative Work, Press Releases, Audacity, Fact-checking, Journalism
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts, Journalism, 3.71 GPA
Scott Sukeena's Wilmington Trust Experience January 1984 - January 1998
Job Vice President at WSFS Bank
Industry Banking
Experience
WSFS Bank June 2014 - Present
RBS Citizens Group January 2005 - June 2014
PNC August 1998 - December 2004
Wilmington Trust January 1984 - January 1998
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Risk Management, Loans, Credit Analysis, Commercial Lending, Relationship Management, Financial Analysis, Credit Risk, Financial Risk, Cash Management, Underwriting, Finance, Treasury Management, Consumer Lending
Education
University of Delaware 1979 — 1982
Bachelor's degree
Wilmington College
Master of Business Administration (M.B.A.)
WSFS Bank June 2014 - Present
RBS Citizens Group January 2005 - June 2014
PNC August 1998 - December 2004
Wilmington Trust January 1984 - January 1998
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Risk Management, Loans, Credit Analysis, Commercial Lending, Relationship Management, Financial Analysis, Credit Risk, Financial Risk, Cash Management, Underwriting, Finance, Treasury Management, Consumer Lending
Education
University of Delaware 1979 — 1982
Bachelor's degree
Wilmington College
Master of Business Administration (M.B.A.)
Poornima Lakshmanaswamy's Wilmington Trust Experience May 2009 - November 2010
Job QA Engineer at KLX Aerospace Solutions
Industry Information Technology and Services
Experience
KLX Aerospace Solutions March 2015 - Present
Kickdrum Technology Group February 2014 - February 2015
Saveology.com ™ October 2013 - February 2014
Barclaycard November 2010 - September 2013
Wilmington Trust May 2009 - November 2010
Skills
Quality Assurance, Software Testing, Banking, Aerospace, Agile Methodologies, Scrum, HP Quality Center, Jira, TFS, Citrix, Microsoft Office, Test Management, Regression Testing, Performance Testing, SoapUI, Postman, .NET
Education
University of Madras 2003 — 2005
Master's degree in Computer Science, Computer Science, First
KLX Aerospace Solutions March 2015 - Present
Kickdrum Technology Group February 2014 - February 2015
Saveology.com ™ October 2013 - February 2014
Barclaycard November 2010 - September 2013
Wilmington Trust May 2009 - November 2010
Skills
Quality Assurance, Software Testing, Banking, Aerospace, Agile Methodologies, Scrum, HP Quality Center, Jira, TFS, Citrix, Microsoft Office, Test Management, Regression Testing, Performance Testing, SoapUI, Postman, .NET
Education
University of Madras 2003 — 2005
Master's degree in Computer Science, Computer Science, First
Virginia (Ginny) Machamer's Wilmington Trust Experience November 1994 - Present
Job Assistant Vice President Retirement & Institutional Trust Services at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 1994 - Present
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Finance
Wilmington Trust November 1994 - Present
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Finance
Patricia Hastings's Wilmington Trust Experience 2000 - 2009
Job Retail Sales Support at M&T Bank
Industry Financial Services
Experience
M&T Bank - formerly Wilmington Trust Company 1984 - Present
Wilmington Trust 2000 - 2009
Education
University of Delaware 1977 — 1981
M&T Bank - formerly Wilmington Trust Company 1984 - Present
Wilmington Trust 2000 - 2009
Education
University of Delaware 1977 — 1981
Robert Lore's Wilmington Trust Experience 1992 - 2010
Job
Industry Banking
Experience
WSFS Bank July 2010 - January 2015
Wilmington Trust 1992 - 2010
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Financial Risk, Investments, Loans, Portfolio Management, Retail Banking, Risk Management, Small Business Lending, Strategic Planning
Education
University of Delaware 1976 — 1981
Bachelor's degree in Accounting, Accounting
WSFS Bank July 2010 - January 2015
Wilmington Trust 1992 - 2010
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Financial Risk, Investments, Loans, Portfolio Management, Retail Banking, Risk Management, Small Business Lending, Strategic Planning
Education
University of Delaware 1976 — 1981
Bachelor's degree in Accounting, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY