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
Wilmington Trust June 2011 - Present
M&T Bank / M&T Investment Group May 2005 - June 2011
First Commonwealth Trust Co. February 2003 - May 2005
JPMorgan 1997 - February 2003
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
MBA, Finance and Economics
Virginia Polytechnic Institute and State University 1985 — 1989
Bachelor's degree
Raymond James (USA) Ltd. April 2015 - Present
Kovack Securities September 2014 - April 2015
American Funds April 2012 - September 2014
J.P. Morgan January 2010 - April 2012
Wilmington Trust January 2008 - March 2009
Smith Barney August 2006 - January 2008
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Investments, Investment Management, Wealth Management, Asset Management, Financial Services, Retirement Planning, Uniform Combined State..., Valuation, Derivatives, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Strategies, Securities, Bloomberg, Bonds, Investment Advisory, Hedge Funds, 401k, Financial Advisory, Options, Separately Managed..., Fund Of Funds, Trading, Fixed Income, Retirement, Life Insurance
Education
University of South Carolina-Columbia 2002 — 2006
B.A, Economics
Sanford School 1999 — 2002
CFA Institute
Passed Level I of the CFA Program, Passed Level I of the CFA Program
Wilmington Trust November 2013 - Present
M&T Bank July 2012 - November 2013
M&T Bank July 2011 - June 2012
Richdale Apartments June 2010 - August 2010
Vintage Financial Group, LLC May 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Critical Thinking, Microsoft Word, Marketing, Microsoft Office, Leadership
Education
University of Rochester 2007 — 2011
Bachelor of Arts (BA), Financial Economics
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 June 2015 - Present
Rebuilding Together NYC 1999 - Present
The Bank of New York Mellon December 2010 - May 2015
The Bank of New York Mellon - (formerly JPMorgan Institutional Trust Sservices) 2005 - 2010
JPMorgan Chase 2000 - 2004
The Chase Manhattan Bank 1999 - 2000
The Chase Manhattan Bank 1995 - 1999
Nations Bank, N.A. - (now Bank of America) 1994 - 1995
Nationsbanc - (now Bank of America) 1992 - 1994
Skills
CRM, Risk Management, Banking, Capital Markets, Due Diligence, Leadership, Fixed Income, Securities, Investments, Management
Education
University of Richmond 1987 — 1991
Bachelor of Arts, English
Saint Joseph's Preparatory School 1983 — 1987
HS Diploma
CSM Capital Corp. February 2011 - Present
Wilmington Trust August 1999 - January 2011
Education
University of Richmond 1995 — 1999
BA, Political Science
St. George's School 1991 — 1995
Wilmington Trust June 2007 - Present
Education
University of Richmond 2002 — 2006
Business Administration, Finance
Wilmington Trust, National Association March 2007 - Present
U.S. Bank, N.A. April 1997 - March 2007
Wachovia, A Wells Fargo Company 1997 - 2007
Wachovia 1997 - 2007
Wilmington Trust 1989 - 1997
Skills
Banking, Financial Services, Securities, Investments, Risk Management, Portfolio Management, Credit, Finance, Loans, Trust Services, Financial Analysis, Commercial Lending, Mutual Funds
Education
University of Scranton 1980 — 1981
Mass Communication/Media Studies
University of Delaware
Bachelor of Arts (B.A.)