Atlantic Trust

Description

Founded: 1923 Parent organization: Atlantic Trust Group, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCIBC Private Wealth ManagementWebsiteDirections Saved (0) Saved Save Financial planner in Atlanta, Georgia Address: 3290 Northside Pkwy NW, Atlanta, GA 30327 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 881-3400Place name: Website: : : : : Category: : : Website: https://private-wealth.us.cibc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Atlantic Trust Employees

Employee
Years
Job
Industry
Mary O'Brien-Olson Mary O'Brien-Olson Greater Minneapolis-St. Paul Area Details
Mary O'Brien-Olson's Atlantic Trust Experience March 2003 - June 2005
Job Financial Analyst at Marquette Asset Management
Industry Investment Management
Experience
Marquette Asset Management  May 2011 - Present
Marquette Asset Management  May 2006 - May 2011
Atlantic Trust   March 2003 - June 2005
Scudder Private Investment Council   September 1999 - March 2003
Mellon Bank/Boston Safe Deposit and Trust   November 1997 - September 1999
Hingham Savings Bank   January 1995 - November 1996

Skills
Asset Allocation, Asset Managment, Investments, Investment Management, Bloomberg

Education
Boston University
BS

Boston University

Andre Haddad Andre Haddad Saugus, Massachusetts Details
Andre Haddad's Atlantic Trust Experience May 2015 - August 2015
Job Teacher Assistant at Babson College
Industry
Experience
Atlantic Trust   May 2015 - August 2015
Babson College  September 2014 - February 2015
The Home Depot  June 2014 - September 2014
Handyman  May 2014 - August 2014
Cable Turtle   September 2013 - May 2014
Haddad Travel   May 2013 - August 2013
Charlie's Pizzeria and Bacci's Pizzeria   May 2011 - August 2013

Skills
Leadership, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Entrepreneurship, Strategic Planning

Education
Babson College   2013 — 2017
Bachelor's Degree, Business Administration and Management, General

Boston College High School   2009 — 2013
High School, Cumulative GPA: 3.95

Jonathan Chichoni Jonathan Chichoni Provo, Utah Details
Jonathan Chichoni's Atlantic Trust Experience October 2014 - January 2015
Job Summer Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Surge IP   March 2014 - Present
Jefferies  April 2015 - August 2015
Merrill Lynch  January 2015 - April 2015
Atlantic Trust   October 2014 - January 2015
Crewe Capital  September 2014 - January 2015
Kickstarter  January 2014 - April 2014
Protection 1 Security Solutions  April 2013 - August 2013
Squire Patton Boggs  January 2010 - April 2010
Viamericas Corporation  August 2009 - December 2009

Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, Financial Analysis, Sales, PowerPoint, Marketing, Microsoft Word, Accounting, Investment Banking, Financial Modeling, Asset Management, Equity Valuation, DCF Valuation, Inventory Valuation, Strategy, Financial Strategy, Public Speaking, Leadership

Education
Brigham Young University   2012 — 2016
Global Supply Chain - Finance

Thomas Walsh, CFA Thomas Walsh, CFA Greater Boston Area Details
Thomas Walsh, CFA's Atlantic Trust Experience July 2013 - Present
Job Relationship Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   July 2013 - Present
State Street Global Advisors  January 2011 - July 2013
State Street Global Advisors  August 2008 - January 2011
Waldorf School of Garden City  May 2005 - December 2006

Skills
Bloomberg, Portfolio Management, Equities

Education
LIU Post   2005 — 2008
MBA

Adelphi University

The Waldorf School of Garden City

Erik A. Antonetz Erik A. Antonetz Westport, Connecticut Details
Erik A. Antonetz's Atlantic Trust Experience 1998 - 2002
Job Business Analyst at Triple Point Technology
Industry Computer Software
Experience
Triple Point Technology  December 2011 - Present
Noble Americas  September 2010 - October 2011
International Power  July 2007 - July 2010
MFS Investment Management  January 2006 - July 2007
Wellington Management  July 2002 - January 2006
Atlantic Trust   1998 - 2002

Skills
Project Management, SQL, Business Process, Business Intelligence, Management, Requirements Gathering, Leadership, SDLC

Education
Bentley College   1994 — 1998
B.S., Economics and Finance

Elizabeth Kallenbach Elizabeth Kallenbach Greater Chicago Area Details
Elizabeth Kallenbach's Atlantic Trust Experience January 2015 - Present
Job Relationship Manager, Vice President at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   January 2015 - Present
Northern Trust Corporation  May 2014 - January 2015
Northern Trust  January 2011 - May 2014
Northern Trust  August 2009 - January 2011
Northern Trust  January 2007 - August 2009

Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Portfolio Management, Financial Analysis, Banking, Strategic Financial..., Loans, Underwriting, Private Banking, Relationship Management, Risk Management, Mutual Funds, Microsoft Office, Series 7, Investments, Equities, Fixed Income, Financial Services, Leadership, Investment Management, Financial Modeling, Asset Management, Financial Markets, Management, Wealth Management, Finance, Securities

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2011 — 2015
International Business, International Business, GPA: 4.0

University of Tampa - John H. Sykes College of Business   2003 — 2007
Business Management, Minor in Entrepreneurship, 4.0 Overall GPA - Summa Cum Laude

Consuelo Garcia-Garcia Consuelo Garcia-Garcia Greater New York City Area Details
Consuelo Garcia-Garcia's Atlantic Trust Experience October 2014 - December 2014
Job Student at Boston College
Industry Financial Services
Experience
Boston College  September 2013 - Present
lululemon athletica  November 2013 - January 2015
Atlantic Trust   October 2014 - December 2014
Choate Rosemary Hall  June 2013 - August 2013

Skills
Fitness, Marketing, Wellness, Merchandising, Product Development, Social Media, Microsoft Word

Education
Boston College   2012 — 2016
Bachelor's Degree, Major in Communications (Concentration in Marketing) and Minor in Economics, Junior

Choate Rosemary Hall   2008 — 2012
High School

Daniel Skolochenko Daniel Skolochenko San Francisco Bay Area Details
Daniel Skolochenko's Atlantic Trust Experience 2005 - Present
Job Fixed Income Portfolio Manager/Trader at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   2005 - Present
The Boston Company  2005 - 2005
MFS Investment Management  January 1999 - 2005

Skills
Asset Management, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Excel, Trading, Investment Management, Mutual Funds, Investments, Wealth Management, Wealth Management..., Bloomberg Terminal, Fixed Income Analysis, High Net Worth..., Hedging

Education
Boston College - Carroll School of Management   2002 — 2004
MS, Finance

University of North Carolina at Greensboro   1993 — 1997
BS, Financial Economics

Cameron Moss Cameron Moss Salt Lake City, Utah Details
Cameron Moss's Atlantic Trust Experience January 2015 - April 2015
Job Consultant at Protiviti. Risk and Business Consulting. Internal Audit.
Industry Management Consulting
Experience
Protiviti  July 2015 - Present
Certifinder   June 2012 - July 2015
Atlantic Trust   January 2015 - April 2015
Brigham Young University  August 2009 - June 2010

Skills
Teamwork, Management, Spanish, Spanish-speaking, Microsoft Office, Customer Service, Editing, Teaching, Leadership, Film Editing, Final Cut Pro, Social Networking, PowerPoint, Critical Thinking, Problem Solving

Education
Brigham Young University   2009 — 2015
Bachelor of Science (B.S.), Economics

Myles Gillespie Myles Gillespie Rye, New York Details
Myles Gillespie's Atlantic Trust Experience November 2014 - Present
Job Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   November 2014 - Present
UBS Wealth Management  August 2014 - October 2014
Brown Brothers Harriman  June 2012 - August 2012
Marketfield Asset Management  January 2012 - January 2012
Universal Builders Supply   May 2011 - July 2011

Skills
Microsoft Word, PowerPoint, Microsoft Excel, CRM, Microsoft Office, Research, Social Media, Public Speaking, Customer Service, Facebook, English, Event Planning, Photoshop, Social Media Marketing, Social Networking, Spanish, Leadership, Blogging, Outlook

Education
College of the Holy Cross   2009 — 2013
Bachelor of Science (BS), History

Ron Grimes Ron Grimes Buford, Georgia Details
Ron Grimes's Atlantic Trust Experience March 2014 - Present
Job Senior Compliance Officer at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   March 2014 - Present
Bank of America  November 2013 - March 2014
Bank of America  October 2010 - November 2013
Bank of America  February 2005 - October 2010
Edward Jones  2003 - 2004
Trust Company of the South  2001 - 2003
Merrill Lynch  1998 - 2000
Wachovia Bank  1995 - 1998

Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation

Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General

Georgia Southern University
Bachelor's Degree, History

Statesboro High School

Anthony DeRose Anthony DeRose Greater Chicago Area Details
Anthony DeRose's Atlantic Trust Experience June 2005 - August 2005
Job Associate Planner at DeRose Financial Planning Group
Industry Legal Services
Experience
DeRose Financial Planning Group   October 2012 - Present
Deloitte  June 2011 - October 2012
Jenner & Block  May 2009 - July 2009
Lowis & Gellen  May 2008 - August 2008
Zimmer  April 2006 - July 2006
Atlantic Trust   June 2005 - August 2005

Skills
Life Insurance, Business Continuity..., Investment Strategies, Retirement Planning, Financial Planners, Saving for Education, Tax Reduction, Public Speaking, Charitable Gift Planning, Estate Preservation, Disability Insurance, Long Term Care Insurance, Stock Options, Articles

Education
University of Illinois College of Law   2008 — 2010
Law

Indiana University - Kelley School of Business   2006 — 2007
MBA, Concentration in Financial Analysis

Indiana University - Kelley School of Business   2002 — 2005
BS, Accounting & International Studies

Michelle Lum Michelle Lum Greater Boston Area Details
Michelle Lum's Atlantic Trust Experience November 2014 - Present
Job Licensed Attorney: Massachusetts; Hawaii; US District Court, District of Hawaii
Industry Legal Services
Experience
Atlantic Trust   November 2014 - Present
KNF&T Staffing Resources  April 2014 - October 2014
LexisNexis  January 2012 - December 2013
Boston Bar Association  June 2013 - August 2013
Hamline University  August 2012 - April 2013
Domestic Violence Action Center  June 2012 - July 2012
Consolidated Ward 16 Theatres   May 2006 - July 2012
Volunteer Legal Services Hawaii  June 2011 - August 2011
Milwaukee Justice Center  January 2011 - May 2011
Marquette University  August 2008 - May 2011

Skills
Lexis, Legal Research, Microsoft Excel, Customer Service, Legal Writing, PowerPoint, Word, Editing, Trials, Courts, Research, Health Law, LexisNexis, Bookkeeping, Bluebook, Westlaw, Receptionist Duties, Multi-line Phone, Document Review

Education
Hamline University School of Law   2011 — 2013
JD

Marquette University   2007 — 2011
BS, Cum Laude, Biomedical Sciences; Minor in Psychology & Criminology

Maryknoll School   2003 — 2007
High School Diploma

Bradley Biggs Bradley Biggs United States Details
Bradley Biggs's Atlantic Trust Experience January 2014 - April 2014
Job Summer Analyst at Dresner Partners
Industry Investment Banking
Experience
Dresner Partners  May 2015 - August 2015
SDR Ventures, Inc  August 2014 - December 2014
Crewe Capital  June 2014 - August 2014
Accretive Capital Management  May 2014 - August 2014
Atlantic Trust   January 2014 - April 2014

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg, PowerPoint, Economics, Finance, Investments, Photography, Photoshop, Private Equity

Education
Brigham Young University
BS Finance, 4.0 GPA

Ryan Bender Ryan Bender New York, New York Details
Ryan Bender's Atlantic Trust Experience February 2011 - August 2011
Job Associate Strategist at 360i
Industry Marketing and Advertising
Experience
360i  August 2015 - Present
360i  September 2014 - August 2015
360i  May 2013 - September 2014
360i  January 2013 - May 2013
MetLife  June 2012 - December 2012
NYU Stern School of Business  January 2010 - June 2012
Atlantic Trust   February 2011 - August 2011

Skills
Excel, Microsoft Office, PowerPoint, Photoshop, InDesign, Bloomberg, SPSS, Minitab, Tableau, Radian6, Sysomos, Crimson Hexagon, Social Media Analytics, Microsoft Excel, Social Media Measurement, Analysis, Market Research, Marketing, Google Analytics

Education
New York University   2009 — 2013
Bachelor of Science (B.S.), Marketing & International Business

New York University - Leonard N. Stern School of Business   2009 — 2013
BS, Marketing, International Business

New York University in Prague   2011 — 2011

Dalton Bennett Dalton Bennett Greater Salt Lake City Area Details
Dalton Bennett's Atlantic Trust Experience August 2013 - December 2013
Job Financial Management Specialist at United States Department of Defense
Industry Military
Experience
United States Department of Defense  May 2015 - Present
Great Western Insurance Company  May 2014 - August 2014
Security Service Federal Credit Union  June 2012 - May 2014
BYU Global Financial Advisors  January 2014 - April 2014
Atlantic Trust   August 2013 - December 2013

Skills
Consumer Lending, Loans, Banking, Credit, Credit Analysis, Financial Services, Cross Selling, Customer Service, Microsoft Excel, VBA, ALM, Financial Modeling, Equity Research, Company Valuation

Education
Brigham Young University   2012 — 2015
Bachelor of Science (BS), Finance

Dean S. Shaw Dean S. Shaw Fort Lauderdale, Florida Details
Dean S. Shaw's Atlantic Trust Experience 1982 - 1995
Job President
Industry Banking
Experience
Diamante Grande Financial Capital Trust LLC   2010 - 2012
Palamino Associates, Inc.   1994 - 2007
Getty Images  2000 - 2001
Palamino Associates Inc.   1994 - 2001
Lord & Berry Cosmetics   1995 - 1997
Leviticus Communications Network   1993 - 1995
Atlantic Trust   1982 - 1995
Deans House Maintenance (DHM Inc.)   1985 - 1993
Geffen Records  1973 - 1984

Skills
Investment Banking, Fundraising, Money Management, Project Manavgement, Report Preparation, Scheduling, Marketing, Sales, Insurance Billing, Accounting, Bookkeeping, Front Office Operations, Presentations, Finance, Venture Capital, Business Development, Investments, Strategic Planning, Strategy, Business Strategy, Management, Customer Service, Marketing Strategy, Microsoft Office, Project Management

Education
California State University-Long Beach   1985 — 1987
Master of Business Administration (MBA), Contract Law, Public Relations and Marketing, 3.8 GPA

Long Beach City College   1985 — 1987
Master of Business Administration (MBA), Public Relations and Marketing, 3.8 GPA

Suffolk County Community College   1983 — 1984
Master of Business Administration (M.B.A.), Contract Law, 3.8 GPA

Five Towns College   1979 — 1983
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.8 GPA

Ken Kozanda Ken Kozanda Greater Chicago Area Details
Ken Kozanda's Atlantic Trust Experience January 2008 - Present
Job Chief Administrative Officer & Managing Director
Industry Financial Services
Experience
Atlantic Trust   January 2008 - Present
Atlantic Trust   March 2004 - January 2008
Stein Roe Investment Counsel LLC   January 2001 - March 2004
Stein Roe & Farnham  1984 - 2001

Skills
Investments, Asset Managment, Asset Management, Management, Alternative Investments, Hedge Funds, Executive Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Wealth Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1980 — 1982
MBA, Finance

Northern Illinois University   1975 — 1978
BS, Accounting

Rock Carter Rock Carter Windermere, Florida Details
Rock Carter's Atlantic Trust Experience August 2011 - January 2012
Job Project Manager Strategic Capacity Parks Creative at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc.   August 2015 - Present
NBCUniversal, Inc.   July 2014 - July 2015
Comcast  June 2012 - July 2014
Comcast  January 2014 - June 2014
Comcast  June 2013 - January 2014
Comcast  June 2012 - June 2013
redKonnect   August 2011 - July 2012
Atlantic Trust   August 2011 - January 2012
JP Morgan  June 2011 - September 2011
BambooHR  December 2010 - April 2011

Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Forecasting, Financial Reporting, Competitive Analysis, Entrepreneurship, Portfolio Management, Investments, Management, Executive Management, Strategic Planning, Analysis, Business Strategy, Financial Services, Microsoft Office, Microsoft Excel, Equities, Data Analysis, Bloomberg Terminal, Strategic Financial..., Market Research, Finance

Education
Brigham Young University   2008 — 2011
BS, Business Finance

Green Mountain Highschool

Anwar Abaza Anwar Abaza Greater Chicago Area Details
Anwar Abaza's Atlantic Trust Experience May 2005 - October 2006
Job Technical Support Specialist at Mayer Brown
Industry Law Practice
Experience
Mayer Brown  March 2008 - Present
Applied Systems  December 2006 - April 2008
Atlantic Trust   May 2005 - October 2006

Skills
Outlook, Customer Service, Active Directory, Blackberry, Blackberry Enterprise..., Customer Relations, Microsoft Office, Technology, Technical Documentation, Business Intelligence, Negotiation, Procurement, Phone Etiquette, Teamwork, Team-oriented, Android, VMware ESX, Team Management, Social Networking, Networking, Microsoft Office 2007, Cisco VPN, DNS, Network Administration, Windows 7, Windows Server, Computer Hardware, Marketing Communications, Group Policy, Server Administration, Disk Encryption, SharePoint, Laptops, Tablets, iPhone Support, Apple OS, Printers, Remote User Support, Exchange 2010/2007/2003, Word, Mobile Devices

Education
Dominican University   2002 — 2006
B.S. in Business Administration, Marketing

Thomas Boland Thomas Boland Boston, Massachusetts Details
Thomas Boland's Atlantic Trust Experience March 2009 - February 2012
Job Counsel & Compliance Manager at Baring North America
Industry Legal Services
Experience
Baring North America   February 2012 - Present
Atlantic Trust   March 2009 - February 2012
Health Law Advocates  July 2008 - March 2009
State Street Bank  June 2006 - February 2008
Starbucks Coffee Company  July 2005 - November 2005
MFS Investment Management  January 2005 - June 2005
Sheff Law Offices P.C.   January 2004 - September 2004

Skills
Legal Research, Non-profits, Legal Writing, Corporate Law, Westlaw, Mediation, Due Diligence, Corporate Governance, Policy, Wills, Securities, Research, Mutual Funds, Family Law, Trusts, Management, Securities Regulation

Education
Suffolk University Law School   2006 — 2010
J.D., Law

Northeastern University   2002 — 2006
BA, Political Science

Kristen (O'Kane) Lindahl, CFP(R) Kristen (O'Kane) Lindahl, CFP(R) Washington D.C. Metro Area Details
Kristen (O'Kane) Lindahl, CFP(R)'s Atlantic Trust Experience September 2003 - August 2007
Job
Industry Financial Services
Experience
Savant Capital Management  June 2012 - Present
The Monitor Group, Inc.   September 2007 - June 2012
Atlantic Trust   September 2003 - August 2007

Skills
Investment Strategies, Investments, Finance, Strategic Financial..., Investment Banking, Portfolio Management, Financial Advisory, Wealth Management, Asset Allocation, Non-profit Volunteer, Management, Investment Advisory

Education
University of Virginia - Darden Graduate School of Business Administration   2010 — 2012
MBA

Georgetown University   2006 — 2006
Certificate in Financial Planning

Wake Forest University   1999 — 2003
BS, Business

Austin Allen Austin Allen Orange County, California Area Details
Austin Allen's Atlantic Trust Experience January 2014 - April 2014
Job Private Banking Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  August 2015 - Present
Crewe Capital  May 2014 - August 2014
Atlantic Trust   January 2014 - April 2014
BYU Global Financial Advisors  January 2014 - April 2014
American Logistics Co, LLC  May 2013 - August 2013
American Logistics Co, LLC  June 2012 - August 2012

Skills
Finance, Equity Research, Transportation, Leadership, Business Analysis, Team-oriented, Sales, Data Management, Bloomberg Terminal

Education
Brigham Young University   2010 — 2015
Bachelor of Science (BS), Finance, General

San Clemente High School   2006 — 2010

Aidan Redmond Aidan Redmond Brighton, Massachusetts Details
Aidan Redmond's Atlantic Trust Experience September 2010 - July 2013
Job Research Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC  November 2014 - Present
R.A. Redmond Carpentry and Painting   August 2013 - November 2014
Atlantic Trust   September 2010 - July 2013
Atlantic Trust   September 2008 - September 2010
Atlantic Trust   September 2007 - September 2008

Skills
Investments, Private Equity, Valuation, Hedge Funds, Due Diligence, Alternative Investments, Asset Allocation, Investment Strategies, Bloomberg, Marketing, Mutual Funds, Financial Modeling, Wealth Management, Fund Of Funds, Venture Capital, Relationship Management, Equities, Investment Management, Asset Management, Bloomberg Terminal, Investor Relations, High Net Worth..., Performance Attribution, Strategy, Global Macro, Institutional...

Education
Quinnipiac University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Sneha Vaidya Sneha Vaidya San Francisco Bay Area Details
Sneha Vaidya's Atlantic Trust Experience 2011 - 2011
Job Customer Service Sales Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2013 - Present
Global Financial Advisors, LP  January 2011 - December 2011
Atlantic Trust   2011 - 2011
Beneficial Financial Group  2010 - 2010
Lift International  September 2009 - December 2009

Skills
Bloomberg Certified, Financial Modeling, Bloomberg, PowerPoint, Excel, Valuation, Market Opportunity..., Firm Valuation, Investment Proposals, HTML, CSS, jQuery, JavaScript, SEC filings, Microsoft Excel, Portfolio Management, Analysis, Investments, Due Diligence, Equity Research, Credit

Education
International Technological University   2013 — 2015
Master of Business Administration (M.B.A.), 3.79

Brigham Young University   2008 — 2012
Bachelors of Science, Finance

Sally (Lehane) Murphy Sally (Lehane) Murphy Greater Boston Area Details
Sally (Lehane) Murphy's Atlantic Trust Experience June 1988 - June 2003
Job General Manager at Ace Service Co
Industry Accounting
Experience
Ace Service Co   February 2012 - Present
Nimbit  June 2006 - February 2012
Atlantic Trust   June 1988 - June 2003

Education
Merrimack College
BSBA, Accounting

Caitlin Kneram Caitlin Kneram Greater Boston Area Details
Caitlin Kneram's Atlantic Trust Experience September 2006 - March 2015
Job Director of Reporting, Shepherd Kaplan LLC
Industry Investment Management
Experience
Shepherd Kaplan LLC  March 2015 - Present
Atlantic Trust   September 2006 - March 2015
Keane Inc.  January 2006 - September 2006
State Street - WMS Division   October 2003 - January 2006

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
MBA

Rensselaer Polytechnic Institute   1999 — 2003
BS, Management/Financial Systems

Jenna Mayotte Jenna Mayotte Simsbury, Connecticut Details
Jenna Mayotte's Atlantic Trust Experience February 1999 - May 2007
Job Business Resource Center Coordinator at Simsbury Public Library
Industry Libraries
Experience
Simsbury Public Library  March 2013 - Present
Syracuse University Library  March 2008 - February 2013
Atlantic Trust   February 1999 - May 2007
Technology Transition Corporation  1995 - 1998

Skills
Library Science, Library Instruction, Information Literacy, Library, Teaching, Research, Marketing, Entrepreneurship, Small Business, Library Research, Academic Libraries, Library Management, Collection Development, Electronic Resources, Library Reference, Libraries, Public Speaking

Education
University of Illinois at Urbana-Champaign   2005 — 2007
MLS, Library Science

University of Michigan   1992 — 1994
BS, Environmental Policy & Behavior

Kalamazoo College   1990 — 1991

Susan Farris, CFA Susan Farris, CFA Greater Boston Area Details
Susan Farris, CFA's Atlantic Trust Experience June 2014 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   June 2014 - Present
Windhaven Investment Management  November 2010 - June 2014
Windward Investment Management  September 2007 - November 2010
Goldman Sachs  December 2004 - September 2007
Goldman Sachs  October 1998 - December 2004
UBS  August 1995 - October 1998
Cahners Publishing  June 1991 - August 1993
Cargill  1989 - 1990

Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Allocation, Investment Strategies, Investment Management, Wealth Management, Trading Systems, Investment Advisory, Structured Products, Derivatives, Financial Markets, ETFs, Equity Derivatives, Mutual Funds, Equity Trading, Fund Of Funds, Investor Relations, Venture Capital, Wealth Management..., Series 63, High Net Worth..., Trading, Bonds, Private Banking, Structured Finance, Strategy, Global Macro, Family Office, Retirement Planning

Education
UCLA Anderson School of Management   1993 — 1995
MBA, Finance

Cornell University   1984 — 1988
BA, Economics, magna cum laude

Lexington high school

Mindy Perry, CFA CPA Mindy Perry, CFA CPA Boston, Massachusetts Details
Mindy Perry, CFA CPA's Atlantic Trust Experience June 2000 - November 2002
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  January 2005 - Present
Atlantic Trust   June 2000 - November 2002

Skills
Equity Research, Equities, Portfolio Management, Emerging Markets, Mutual Funds

Education
Massachusetts Institute of Technology - Sloan School of Management   1998 — 2000
MBA, Finance

Richard O. Vandenberg Jr. Richard O. Vandenberg Jr. San Francisco Bay Area Details
Richard O. Vandenberg Jr.'s Atlantic Trust Experience March 2011 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   March 2011 - Present
Bessemer Trust Company  January 2007 - March 2011
Merrill Lynch & Co.   January 2000 - May 2003
Goldman Sachs & Co.   February 1984 - January 2000
Salomon Brothers Inc.  August 1981 - February 1984

Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets

Education
UCLA Anderson School of Management   1979 — 1981
MBA

Brigham Young University   1973 — 1979
BS

International School of Brussels   1971 — 1973
HS diploma

Akia Ramsay Akia Ramsay Greater Boston Area Details
Akia Ramsay's Atlantic Trust Experience 2007 - 2007
Job Analytics Manager at EMC
Industry Information Technology and Services
Experience
EMC  April 2015 - Present
EMC  October 2011 - Present
IDC  August 2007 - October 2011
Atlantic Trust   2007 - 2007

Skills
Competitive Intelligence, Competitive Analysis, Market Research, Market Intelligence, Data Analysis, Analytics, Primary Research, Go-to-market Strategy, Marketing Research, Quantitative Research, Forecasting, Analysis, Strategy, Management, Market Analysis, Segmentation, Product Management, Secondary Research, Consulting

Education
Georgia State University   2005 — 2007
MA, Economics

Southern University and Agricultural and Mechanical College at Baton Rouge   2000 — 2004
BS, Economics

Wayne Trinh Wayne Trinh Greater Boston Area Details
Wayne Trinh's Atlantic Trust Experience February 2015 - Present
Job Investment Performance Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   February 2015 - Present
State Street  June 2014 - February 2015
New York Life Insurance Company  May 2013 - August 2013
Leone, McDonnell & Roberts, P.A.   June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Bloomberg, Financial Analysis, Financial Services, Financial Modeling, DCF Valuation, Corporate Finance, Financial Statement..., Financial Reporting, Morningstar, Outlook, SPSS, SAP, Windows 7, Social Media

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting

James Nish James Nish Greater New York City Area Details
James Nish's Atlantic Trust Experience September 2014 - December 2014
Job Private Banking Analyst at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
Brigham Young University  March 2014 - June 2015
Atlantic Trust   September 2014 - December 2014
Citi  June 2014 - August 2014
Brigham Young University  January 2013 - March 2014
Citi  July 2013 - December 2013
Orbit Irrigation Products, Inc.   July 2012 - June 2013
The Church of Jesus Christ of Latter-day Saints  June 2010 - June 2012

Skills
Microsoft Excel, Finance, Marketing, Spanish, PowerPoint, Capital Markets, Financial Modeling, Team Leadership, Strategy, Marketing Research, Business Analysis, Economics, Accounting, Highly motivated..., Training, Sales, Risk Management, Market Research, Time Management, MS Excel Pivot Tables, Social Media Marketing, VBA, HTML, Consumer Products, Strategic Planning, CSS, Java, Credit Risk, Operational Risk, Microsoft SQL Server, Customer Service, Ethics

Education
Brigham Young University - Marriott School of Management   2009 — 2015
Bachelor of Science (B.S.), Marriott School of Management - Finance, 3.8/4.0

Woods Cross High School   2006 — 2009
High School Diploma, 3.92/4.00

Susan Escondido Susan Escondido Del Mar, California Details
Susan Escondido's Atlantic Trust Experience January 2000 - January 2005
Job Hedge Fund|Hedge Fund Trader|Hedge Fund Manager|Investment Manager|Portfolio Manager|Asset Manager|Financial Analyst
Industry Investment Management
Experience
Self Employed  January 1997 - Present
Abbott Downing   January 2000 - January 2005
Argosy Partners   January 2000 - January 2005
Arlington Family Offices  January 2000 - January 2005
Atlantic Trust   January 2000 - January 2005

Skills
Hedge Funds, Wealth Management, Wealth Accumulation, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Properties, Investment Banking, Investment Advisory, Investment Strategies, Offshore Investments, Investment Management, Asset Managment, Portfolio Management, Portfolio Optimization, Day Trading

Education
Harvard Business School   1993 — 1997

Constantine (Dino) Pantelis Constantine (Dino) Pantelis Hampton, New Hampshire Details
Constantine (Dino) Pantelis's Atlantic Trust Experience 1993 - 1997
Job Chief of Trust Operations/Vice President at Perspecta Trust LLC
Industry Financial Services
Experience
Perspecta Trust LLC   January 2007 - Present
NH Trust Council   November 2010 - Present
Congress Asset Management  2002 - 2006
Bingham Legg Advisers  1997 - 2001
Bingham McCutchen  1997 - 2001
Atlantic Trust   1993 - 1997
Boston Harbor Trust Company, N.A.   1989 - 1993
Gaston & Snow  1983 - 1989

Skills
Private Trust Companies, Wealth Management..., Family Office, Personal Trust..., Wealth Management, Investment Management, Trust Management, Trust Services, Asset Management, Hedge Funds, Private Equity, Investment Advisory, High Net Worth..., Portfolio Management, Investments, Fixed Income, Asset Managment, Charitable Trusts, Private Foundations, Alternative Investments, Strategic Financial..., Entity Formations, Tax Advisory, Estate Administration, Estate Planning, Estate Tax Planning, Banking, Vendor Management, Financial Regulation, Compliance, Regulatory Compliance

Education
Boston University

Cherice Toney Cherice Toney Greater New York City Area Details
Cherice Toney's Atlantic Trust Experience December 2002 - May 2004
Job Human Resources Manager at ASI System Integration
Industry Human Resources
Experience
Special Education Associates, Inc.   March 2015 - June 2015
ASI System Integration  August 2014 - November 2014
GreenHouse Eco Cleaning LLC   February 2011 - July 2014
Friends of Crown Heights Day Care Center   July 2008 - February 2011
Crown Nursing & Rehabilitation Center   April 2009 - October 2009
Ivy Asset Management  January 2005 - June 2008
Kids Headquarters  October 2004 - January 2005
Atlantic Trust   December 2002 - May 2004
Nomura Securities  March 2001 - November 2002

Skills
Human Resources, Employee Relations, Personnel Management, HRIS, HR Consulting, HR Policies, Strategic HR, HR Software, PeopleSoft, People Skills, People Development, Employee Training, Employee Management, Employee Handbooks, Talent Management, Performance Management, Talent Acquisition, Resume Writing, Leadership, Training, Management, Recruiting

Education
Long Island University, Brooklyn Campus   2001 — 2003
MS, Human Resource Management

University of Vermont   1996 — 2000
BS, Human Resource Management

Nadia Reyes Nadia Reyes Boston, Massachusetts Details
Nadia Reyes's Atlantic Trust Experience 2000 - 2003
Job Executive Assistant at National Grid
Industry Real Estate
Experience
National Grid  October 2011 - Present
Vornado Realty Trust  June 2007 - October 2011
Homesite Insurance  2004 - 2006
Boston Properties  2003 - 2004
Atlantic Trust   2000 - 2003

Skills
Microsoft Office, Customer Service, Financial Analysis, Contract Negotiation, Real Estate, Negotiation, Property Management, Business Strategy, New Business Development, Talent Acquisition, Windows, Construction, Business Development, Construction Management, Executive Support, Outlook, Landlord, Access, PeopleSoft, Project Support, Budgets

Education
Fisher College   2009 — 2012
Associate of Arts and Sciences (A.A.S.), General Studies

Trinizuela Secretarial College   1995 — 1997
Computer Studies/Microsoft Office Suite

Holy Faith Convent Couva   1991 — 1995

Mark Kane Mark Kane Greater Boston Area Details
Mark Kane's Atlantic Trust Experience December 2014 - Present
Job Senior Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   December 2014 - Present
Bernstein Global Wealth Management  January 2011 - December 2014
Xerox Corporation  October 1999 - December 2010

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2010
Master in Business Administration, Entrepreneurship

Providence College   1996 — 1999
BS, Marketing

Michele Serrao Michele Serrao Greater Boston Area Details
Michele Serrao's Atlantic Trust Experience March 1999 - February 2009
Job at Self Employed, Real Estate
Industry Investment Management
Experience
StoneBridge Real Estate   April 2010 - Present
Atlantic Trust   March 1999 - February 2009
Cayman Systems  1992 - 1997

Skills
Investments, Investment Strategies, Hedge Funds, Real Estate, Equities, Business Development, Portfolio Management, Private Equity, Alternative Investments, Mutual Funds, Management, Asset Allocation, Asset Management

Education
CFA Institute   1999 — 2001
CFA, Chartered Financial Analyst

Boston University   1992 — 1995
MBA, Finance

Boston University Questrom School of Business   1992 — 1995

State University of New York College at Potsdam   1981 — 1985
BA, Mathematics, Computer Science

Jaclyn Berfond Jaclyn Berfond Greater New York City Area Details
Jaclyn Berfond's Atlantic Trust Experience July 2005 - July 2006
Job International Development Professional
Industry International Trade and Development
Experience
Women's World Banking  January 2011 - Present
Kiva  July 2009 - November 2009
Council on Foreign Relations  September 2006 - August 2008
Atlantic Trust   July 2005 - July 2006

Education
University of Geneva   2008 — 2009
MBA, International Organizations

Boston University   2002 — 2005

Robert J. Werner Robert J. Werner Seattle, Washington Details
Robert J. Werner's Atlantic Trust Experience October 2012 - March 2013
Job Associate Recruiter at Providence Health & Services
Industry Human Resources
Experience
Providence Health & Services  January 2015 - Present
Summer Advantage USA  February 2013 - January 2015
Phalen Leadership Academy   February 2013 - January 2015
Atlantic Trust   October 2012 - March 2013
Holy Cross College  January 2010 - January 2011

Skills
Leadership, Interviews, Recruiting, Teamwork, Relationship Developer, Social Media, Advertising, Open Minded, Project Management, Event Planning, Interpersonal..., Problem Solving, Microsoft Office, Creative Thinking, Organization, Goal Oriented, Superior Work Ethic, Employee Training

Education
Holy Cross College   2008 — 2012
Bachelor of Arts (B.A.), Communications

Kimberly Podlovits Kimberly Podlovits New York, New York Details
Kimberly Podlovits's Atlantic Trust Experience August 2015 - Present
Job Client Service Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   August 2015 - Present
RBC Wealth Management  January 2015 - August 2015
Northwestern Mutual  June 2014 - December 2014
Northwestern Mutual  May 2013 - May 2014
BASF  May 2012 - August 2012
BASF  May 2011 - August 2011
BASF  June 2010 - August 2010
BASF  June 2009 - August 2009

Skills
Financial Services, Investments, Finance, Organization, Compliance, Management, Strategy, Human Resource..., Social Media, HR Policies, Customer Service, Time Management, Investment Management, Operations Management, Portfolio Management, Public Speaking, Teamwork

Education
Rider University   2012 — 2014
Bachelor of Fine Arts (B.F.A.), Sociology

Loyola University of Chicago   2009 — 2011
International Business

Morris Catholic High School   2005 — 2009

Brandon Wise Brandon Wise Provo, Utah Details
Brandon Wise's Atlantic Trust Experience January 2014 - April 2014
Job Analyst at JFP Holdings
Industry Investment Banking
Experience
JFP Holdings  September 2015 - Present
Lendio  May 2015 - July 2015
WASINC International, Ltd.   May 2014 - August 2014
Atlantic Trust   January 2014 - April 2014
Brigham Young University  October 2012 - October 2012
Rising Star Outreach of India  October 2012 - October 2012
The Church of Jesus Christ of Latter-day Saints  July 2009 - July 2011

Skills
Japanese, Research, PowerPoint, Korean, Mandarin, Typing, Organization, Event Planning, Project Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Teamwork, Teaching, Communication, Facebook, Social Media, Twitter, Instagram

Education
Brigham Young University   2009 — 2015
Finance, Investment Banking, Junior

Brigham Young University   2012 — 2012
Business Study Abroad

Emily Wakefield Emily Wakefield Greater Atlanta Area Details
Emily Wakefield's Atlantic Trust Experience July 2014 - Present
Job Account Administration
Industry Financial Services
Experience
Atlantic Trust   July 2014 - Present
Georgia's Own Credit Union  November 2013 - July 2014
VISTA Staffing Solutions, Inc.   October 2012 - November 2013
PNC  July 2012 - August 2012
Fifth Third Bank  February 2011 - June 2012
Best Buy Mobile  August 2010 - January 2012
Advanced Associates   January 2009 - October 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, PeopleSoft, Access, Administration, Accounting, Invoicing, Financial Reporting, Account Reconciliation, Data Entry, Banking, Financial Accounting, Retail, Public Relations, Mac OS, Management, Onboarding, Leadership

Education
Georgia Perimeter College   2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General

Georgia Perimeter College   2011 — 2013
Business Administration Associates, Business Administration and Management, General, 3.6

Judith A. Saxe Judith A. Saxe Greater Boston Area Details
Judith A. Saxe's Atlantic Trust Experience August 2003 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   August 2003 - Present
Ernst & Young LLP  1996 - 2003

Skills
Wealth Management..., Estate Planning, Wealth, Wealth Management, Financial Planners, Alternative Investments, Strategic Planning, Investments, Strategic Financial..., Due Diligence, Financial Advisory, High Net Worth..., Asset Managment, Public Speaking, Succession Planning, Trusts, Estate Law, Insurance

Education
New York University School of Law   1986 — 1989
J.D.

Harvard University   1980 — 1984
A.B.

Rebecca Malmrose Rebecca Malmrose Provo, Utah Details
Rebecca Malmrose's Atlantic Trust Experience January 2014 - April 2014
Job Accounting Intern at Zenger Folkman
Industry Accounting
Experience
Zenger Folkman  May 2015 - Present
Atlantic Trust   January 2014 - April 2014
PJMB Commerical   May 2012 - August 2012
Weaver Austin Villeneuve & Sampson LLP   June 2011 - August 2011

Skills
Leadership, PowerPoint, Public Speaking

Education
Brigham Young University   2011 — 2017
Accounting, 4.00

KC McCarthy KC McCarthy Greater Boston Area Details
KC McCarthy's Atlantic Trust Experience May 2015 - Present
Job Analyst at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust   May 2015 - Present
Putnam Investments  February 2014 - May 2015
Eurobrew   September 2013 - December 2013
Katz Media Group  June 2013 - August 2013
Ivy Child International  February 2013 - May 2013
Seawanhaka Corinthian Yacht Club  September 2011 - May 2013
Undertone  September 2012 - December 2012
Seawanhaka Corinthian Yacht Club  May 2009 - September 2012
Ralph Lauren  December 2011 - January 2012

Skills
US Sailing Level 1 & 2..., PowerPoint, Microsoft Excel, Social Media, Public Speaking, Research, Marketing, Facebook, Finance, Event Planning, Mutual Funds

Education
College of the Holy Cross   2009 — 2013
Bachelor of Arts (B.A.), History

Noordin Tharani, Esq. Noordin Tharani, Esq. Greater Atlanta Area Details
Noordin Tharani, Esq.'s Atlantic Trust Experience April 2015 - Present
Job AML Officer at Atlantic Trust Private Wealth Management.
Industry Banking
Experience
Atlantic Trust   April 2015 - Present
SunTrust Bank  May 2014 - April 2015
SunTrust Bank  September 2013 - May 2014
JPMorgan Chase & Co.   November 2012 - September 2013
Ibrahim & Rao, LLP   August 2012 - October 2012
United States Attorney's Office  August 2011 - December 2011
Community Housing Solutions  May 2011 - July 2011
Cuyahoga County Prosecutor's Office  June 2010 - August 2010

Skills
Legal Research, Westlaw, Legal Writing, Litigation, Civil Litigation, Health Law, Criminal Law, Criminal Defense, Trials, Hearings, Courts, Immigration Law, International Law, Mediation, Appeals, Lexis, Bankruptcy, Corporate Law, Corporate Governance, LexisNexis

Education
Case Western Reserve University School of Law   2009 — 2012
Doctor of Law (J.D.)

The University of Georgia   2005 — 2009
B.A, International Relations and Political Science, 3.68

Daniel McKinley Daniel McKinley Provo, Utah Area Details
Daniel McKinley's Atlantic Trust Experience September 2014 - December 2014
Job Student at Brigham Young University
Industry Education Management
Experience
Brigham Young University  August 2015 - Present
Brigham Young University  February 2015 - Present
TAD Partners LLC   January 2015 - Present
Brigham Young University  2011 - Present
Atlantic Trust   September 2014 - December 2014
The Church of Jesus Christ of Latter-day Saints  August 2012 - August 2014

Skills
Public Speaking, Social Media, Teaching, Leadership, PowerPoint, Research, Microsoft Office, Microsoft Excel, Data Analysis, Management, Microsoft Word, Leadership Development, Training, Nonprofits, Entrepreneurship

Education
Brigham Young University   2011 — 2017
Bachelor's of Science, Finance

Alanna Downing Alanna Downing Boston, Massachusetts Details
Alanna Downing's Atlantic Trust Experience July 2015 - Present
Job Associate at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust   July 2015 - Present
Circle of Women  January 2013 - January 2015
Teneo Holdings  June 2014 - August 2014
Simple2Give   September 2013 - June 2014
Grayling  August 2013 - November 2013
Circle of Women  2012 - September 2013
The Avon Foundation for Women   June 2013 - August 2013
William Mattar, P.C.   June 2012 - August 2012
WNY Women's Foundation   June 2010 - August 2010

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Fundraising, Social Media, Access, Nonprofits, Research, Legal Writing, PowerPoint, Strategic Communications, Marketing, Salesforce.com, Event Planning, Writing, Leadership, Strategy, Social Networking

Education
College of the Holy Cross   2011 — 2015
Bachelor of Arts (BA), Political Science & Philosophy

Nardin Academy   2007 — 2011
NYS Regents Diploma with Advanced Designation

Ethan Rosenberg Ethan Rosenberg Minneapolis, Minnesota Details
Ethan Rosenberg's Atlantic Trust Experience March 2010 - May 2012
Job Senior Financial Analyst, Merchandise Finance at Target
Industry Financial Services
Experience
Target  June 2014 - Present
Goizueta Business School  August 2012 - May 2014
Mars Petcare  May 2013 - August 2013
Atlantic Trust   March 2010 - May 2012
Zale Capital Management   November 2008 - March 2010
Blaze Partners   April 2007 - October 2008

Skills
Portfolio Management, Investments, Bloomberg, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Finance, Leadership, Analysis, Valuation, Equity Research, Asset Allocation, Private Equity, Series 7, Investment Management, Trading, Asset Management, Alternative Investments, Bloomberg Terminal, Business Analytics, Microsoft Office, Microsoft Excel, Data Modeling

Education
Goizueta Business School, Emory University   2012 — 2014
Master of Business Administration (MBA), Finance, General Management, Strategy

Tulane University   2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology

The Kinkaid School   1992 — 2002

Cecilia Luna, PHR, SHRM-CP Cecilia Luna, PHR, SHRM-CP Chicago, Illinois Details
Cecilia Luna, PHR, SHRM-CP's Atlantic Trust Experience December 2005 - November 2006
Job Assistant Vice President, Human Resources at Global Logistic Properties
Industry Real Estate
Experience
GLP US Management LLC.  December 2013 - Present
G/O Digital (A Gannett Company)   July 2012 - December 2013
Urban Innovations  October 2007 - July 2012
Quarasan  November 2006 - October 2007
Atlantic Trust   December 2005 - November 2006

Skills
Employee Relations, Analysis, Performance Management, Personnel Management, Onboarding, Team Building, Recruiting, Leadership, Human Resources, PeopleSoft, HRIS, New Hire Orientations, Interviews, Deferred Compensation, Payroll, Time Management, Management, Benefits Administration, FMLA, Administration, Budgets

Education
DePaul University
Bachelor's degree, Business Management

John Prybyla John Prybyla Greater Boston Area Details
John Prybyla's Atlantic Trust Experience April 2011 - September 2014
Job Business Systems Consultant
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management  October 2014 - Present
Atlantic Trust   April 2011 - September 2014
Atlantic Trust   April 2008 - March 2011
Sun Life Financial  January 2006 - March 2008
Sun Life Financial  January 2002 - January 2006

Skills
Investments, Alternative Investments, Financial Services, Vendor Management, Mutual Funds, Process Improvement, Equities, Financial Analysis, Business Analysis, Wealth Management, Project Management, Microsoft Office

Education
Assumption College   1996 — 2000
Bachelor's degree

Josh Godfrey Josh Godfrey Provo, Utah Details
Josh Godfrey's Atlantic Trust Experience January 2015 - April 2015
Job Business Development at Qualtrics
Industry Financial Services
Experience
Qualtrics  March 2015 - Present
Atlantic Trust   January 2015 - April 2015
Vivint  October 2013 - December 2014
eGlobal Media   May 2013 - December 2013

Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Business Development, Access, Data Analysis, Web Development, Norwegian, Recruiting, Databases, Real Estate Investment..., Real Estate, Entrepreneurship, Teamwork, Team Leadership

Education
Brigham Young University   2013 — 2016
Bachelor's Degree, Marriott School of Management

BYU Jerusalem Center   2014 — 2014
Studied politics, Near Eastern history, Arabic, and religion

Weber State University   2010 — 2011
Associate's Degree

Mike Almberg Mike Almberg Boston, Massachusetts Details
Mike Almberg's Atlantic Trust Experience May 2014 - December 2014
Job Analyst at Spring Lake Equity Partners
Industry Venture Capital & Private Equity
Experience
Spring Lake Equity Partners   June 2015 - Present
Indicator Ventures   June 2014 - June 2015
Balter Capital Management, LLC   February 2015 - May 2015
Atlantic Trust   May 2014 - December 2014
Balter Capital Management, LLC   February 2014 - May 2014
Providence Capital Group   June 2012 - August 2013
Cable Assembly LLC  January 2013 - July 2013
EIS Wire & Cable   May 2012 - September 2012

Skills
Asset Management, Asset Allocation, Financial Modeling, Financial Analysis, Financial Reporting, Bloomberg, Microsoft Excel, New Business Development, PowerPoint, Microsoft Word, Portfolio Management, Mutual Funds, Venture Capital

Education
Bentley University
Finance

St. George's School

Andrew R. Stacey Andrew R. Stacey Greater Boston Area Details
Andrew R. Stacey's Atlantic Trust Experience December 2014 - February 2015
Job Criminal Defense Attorney
Industry Law Practice
Experience
Law Office of Russell J. Matson   May 2015 - Present
Merrill Corporation  March 2015 - Present
Atlantic Trust   December 2014 - February 2015
Suffolk Defenders Clinic   August 2013 - May 2014
Suffolk County District Attorney's Office  June 2013 - August 2013
Suffolk County District Attorney's Office  September 2012 - May 2013
Marshall-Brennan Constitutional Literacy Project  September 2012 - May 2013
Orleans District Court   April 2012 - August 2012
Clarfield & Okon, P.A.   January 2010 - July 2011

Skills
Mediation, Motions, Legal Research, Legal Writing, Lexis, Criminal Law, Criminal Defense, Litigation, Civil Litigation, Depositions, Hearings, Courts, Westlaw, Microsoft Office, Research, Public Speaking, Constitutional Law, Trials, PowerPoint, LexisNexis

Education
Suffolk University Law School   2010 — 2014
Juris Doctor

Florida State University   2007 — 2009
Bachelors of Science, Political Science, Cum Laude

Patce Dutcher Patce Dutcher Atlanta, Georgia Details
Patce Dutcher's Atlantic Trust Experience June 2015 - Present
Job Executive Administrative Assistant at Atlantic Trust
Industry Public Relations and Communications
Experience
Atlantic Trust   June 2015 - Present
Student Alumni Council  September 2012 - Present
Furman University Development Office   August 2014 - May 2015
Furman University  August 2011 - May 2015
The Big Fake Wedding (Formerly: The NotWedding)   May 2014 - August 2014
Furman University Men's Tennis   January 2014 - April 2014
CARE for AIDS, Inc.   August 2012 - January 2014
Ginger Howard Selections   August 2010 - August 2012
Camp Kivu  May 2012 - July 2012
Kappa Delta Sorority  November 2011 - January 2012

Skills
Facebook, Twitter, Microsoft Office, Tumblr, Public Speaking, Organization, Graphic Design, Social Media, Garageband, Blogging, Adobe Creative Suite, iMovie, Marketing, Microsoft Excel, Microsoft Word, Fundraising, Event Planning, Time Management, Research, PowerPoint, Social Networking

Education
Furman University   2011 — 2015

Florence University of the Arts   2013 — 2013

The Westminster Schools Atlanta, Ga   1996 — 2011

Lenore Wilson Lenore Wilson Greater Atlanta Area Details
Lenore Wilson's Atlantic Trust Experience June 2015 - Present
Job Director of Client and Employee Engagement
Industry Financial Services
Experience
Atlantic Trust   June 2015 - Present
Atlantic Trust   May 2009 - June 2015
Invesco Ltd.  August 2008 - May 2009
Rawle Murdy  May 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Social Media, Marketing, Leadership, Management, Process Improvement, Strategic Planning, Event Planning, Customer Service, Sales

Education
University of Georgia - Terry College of Business   2011 — 2012
Certified Financial Planner Program

Georgia Institute of Technology   2003 — 2009
Bachelors, Industrial Design and Marketing

Julie Gentzke Julie Gentzke Greater Atlanta Area Details
Julie Gentzke's Atlantic Trust Experience April 2007 - September 2009
Job Human Resources Manager at Atlanta Center for Medical Research
Industry Human Resources
Experience
Atlanta Center for Medical Research  October 2014 - Present
Kemira  November 2009 - October 2014
Atlantic Trust   April 2007 - September 2009
AXIS Capital  2005 - 2007
GE  2003 - 2004

Skills
Onboarding, Employee Relations, HRIS, Recruiting, Employee Engagement, Human Resources, Talent Acquisition, Performance Management, Applicant Tracking..., Personnel Management, New Hire Orientations, PeopleSoft, Interviews, Employee Benefits, Payroll

Education
Emory University   2010 — 2011
Spanish

The University of Georgia   1999 — 2003
Bachelor of Science (B.S.), Psychology

University of North Carolina at Charlotte
Masters in I/O Psychology, Industrial and Product Design

Inda Royall, CMP Inda Royall, CMP Greater Atlanta Area Details
Inda Royall, CMP's Atlantic Trust Experience April 2015 - Present
Job Associate Vice President, Marketing and Corporate Event Manager
Industry Events Services
Experience
Atlantic Trust   April 2015 - Present

Skills
Event Planning, Vendor Management, Event Management, Press Releases, Purchasing, Advertising, Integrated Marketing, Marketing, Digital Marketing, Budgets, CRM, Marketing Strategy, Project Management, Brand Management, Business Development, Corporate Events, Entertainment, Fundraising, Management, Meeting Planning, Nonprofits, Proposal Writing, Public Relations, Sales, Sponsorship, Strategy, Trade Shows, Social Media, Social Media Marketing, Social Networking, Wedding Planning

Education
Hampton University   1998 — 2002
BA, Communications

Albert Huh Albert Huh San Francisco Bay Area Details
Albert Huh's Atlantic Trust Experience April 2015 - Present
Job Client Services Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   April 2015 - Present
SF Sentry   December 2014 - February 2015
Morgan Stanley Private Wealth Management  October 2012 - November 2014
Wells Fargo  July 2009 - October 2012
Scottrade  June 2008 - April 2009
Scottrade  March 2007 - May 2008

Education
California State University-Sacramento   2003 — 2008
BS, Marketing, Communications

California State University-Sacramento

Joseph Hales Joseph Hales Provo, Utah Area Details
Joseph Hales's Atlantic Trust Experience September 2014 - December 2014
Job Administrative Assistant Bookkeeper at Aspen Ridge Management LLC
Industry Investment Management
Experience
Aspen Ridge Management LLC   May 2015 - Present
Brigham Young University  August 2013 - May 2015
Atlantic Trust   September 2014 - December 2014
Riverton Hyundai   May 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Mathematics, Microsoft Office, Time Management, Teamwork, Data Analysis, Research

Education
Brigham Young University - Marriott School of Management   2012 — 2016
Finance and Financial Management Services

Emily Yiannis Emily Yiannis Greater Boston Area Details
Emily Yiannis's Atlantic Trust Experience April 2008 - Present
Job Associate Relationship Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   April 2008 - Present
Sapers & Wallack  March 2007 - 2008
Argent Wealth Management  July 2004 - December 2006
Rinet Company   July 2002 - June 2004

Skills
Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Investment Strategies

Education
Keir   2011 — 2011

Bentley College - Elkin B. McCallum Graduate School of Business   2004 — 2007
Masters, Financial Planning

Bentley University   1998 — 2002
Bachelor's degree, Finance, General

Laconia High School   1994 — 1998

Thomas Riley Thomas Riley Greater Boston Area Details
Thomas Riley's Atlantic Trust Experience Global Equity AnalystScudder Stevens & Clark1984 - 1993
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   Global Equity AnalystScudder Stevens & Clark1984 - 1993

Education
Babson College   1980 — 1982
MBA, Investments

Babson College   1974 — 1978
BS, Finance

Andrew Roach Andrew Roach Provo, Utah Details
Andrew Roach's Atlantic Trust Experience January 2013 - May 2013
Job Student at Brigham Young University
Industry Accounting
Experience
EY  June 2015 - Present
Atlantic Trust   January 2013 - May 2013
Alta Ventures Mexico  August 2012 - December 2012

Skills
Accounting, Accountability, Personal Responsibility, Economics, Financial Analysis, Private Equity, Financial Modeling, Teamwork, Public Speaking, Spanish, Social Media, Research, Customer Service, PowerPoint

Education
Brigham Young University   2009 — 2016

Christine Kobyljanec Christine Kobyljanec Boston, Massachusetts Details
Christine Kobyljanec's Atlantic Trust Experience March 2014 - Present
Job Client Service Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   March 2014 - Present
ENVIRON  January 2013 - August 2013
enTrust Financial   July 2011 - January 2013
Mount Holyoke College  May 2010 - August 2010
Mount Holyoke College  May 2009 - August 2009

Skills
Microsoft Office, Excel, Word, Mac, PC, Library Research, Internet Research, Public Speaking, Data Collection, Science, Higher Education, Social Media, Microsoft Excel, Marketing, PowerPoint, Qualitative Research, Leadership, Statistics, Aquatic Ecology, Report Writing, Photoshop, Facebook, Tutoring, Online Research, Sustainability, Wetlands, Research, Data Analysis, Microsoft Word, Digital Photography, Environmental Science, Field Work, Analysis, Environmental Issues

Education
John Carroll University   2011 — 2013
MBA, Marketing

Mount Holyoke College   2007 — 2011
Environmental Studies, Ecosystem Science

Semester in Environmental Studies   2009 — 2009

Sam Buchanan Sam Buchanan Austin, Texas Details
Sam Buchanan's Atlantic Trust Experience May 2009 - August 2009
Job Merchandiser at RetailMeNot, Inc.
Industry Online Media
Experience
RetailMeNot, Inc.   July 2014 - Present
RetailMeNot, Inc.   October 2011 - June 2014
Owner Resource Group  August 2011 - August 2012
AngelouEconomics  September 2011 - November 2011
Atlantic Trust   May 2009 - August 2009

Skills
Research, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Management, Access, Data Analysis, Account Management, Accounting, Investments, Finance, Budgets, Salesforce.com, Leadership, Business Analysis, Financial Analysis, Social Networking, Sales, Business Development, Negotiation, Product Management, Entrepreneurship, Start-ups, Time Management, New Business Development, E-commerce

Education
Baylor University   2009 — 2011
BA, Economics

Belmont University   2007 — 2009
Music Business

Timothy Goodale Timothy Goodale Boston, Massachusetts Details
Timothy Goodale's Atlantic Trust Experience February 2013 - Present
Job Client Strategies at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   February 2013 - Present
Brown Brothers Harriman  October 2012 - January 2013
MassMutual Financial Group  December 2011 - October 2012

Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Public Speaking, Corporate Communications, Learning Quickly, Financial Reporting, Relationship Management, Corporate Actions

Education
Ithaca College   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

Chris Graeber Chris Graeber Greater Chicago Area Details
Chris Graeber's Atlantic Trust Experience September 2013 - Present
Job Operations Administrator at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   September 2013 - Present
Fixed Income Capital Partners LLC   August 2012 - August 2013
Spot Trading LLC  May 2011 - August 2011

Skills
Bloomberg, Risk Management, Trade Support, Trade Settlement, Account Reconciliation, Fixed Income, Derivatives, Options, Equities, Finance, Financial Analysis, Data Analysis, Microsoft Excel

Education
DePaul University   2014 — 2017
Master of Science (M.S.), Computer Science

Northern Illinois University   2008 — 2012
Bachelor of Science (B.S.), Finance

Catherine Lynch Catherine Lynch New York, New York Details
Catherine Lynch's Atlantic Trust Experience September 2008 - December 2008
Job FX and Commodity Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
J.P. Morgan   July 2010 - June 2013
UBS  June 2009 - August 2009
Atlantic Trust   September 2008 - December 2008

Skills
Private Banking, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation, Financial Modeling, Bloomberg

Education
Boston College - Carroll School of Management   2006 — 2010
Bachelor of Science (B.S.), Finance

Bocconi University   2009 — 2009
Bachelor of Science (B.S.), Finance

Hillary McNeill Hillary McNeill Needham, Massachusetts Details
Hillary McNeill's Atlantic Trust Experience August 1997 - October 2009
Job Client Development at Marchon Partners
Industry Staffing and Recruiting
Experience
Marchon Partners  November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.)   March 2012 - February 2014
Morgan Stanley Wealth Management  August 2010 - September 2011
Linedata  January 2010 - July 2010
Atlantic Trust   August 1997 - October 2009
Donaldson, Lufkin & Jenrette   November 1996 - August 1997
Bidwell & Company  August 1993 - November 1996

Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management

Education
Oregon State University   1989 — 1993

Christopher Lombardo, CFA Christopher Lombardo, CFA Greater New York City Area Details
Christopher Lombardo, CFA's Atlantic Trust Experience May 1999 - Present
Job
Industry Financial Services
Experience
Atlantic Trust   May 1999 - Present
Pershing  August 1997 - June 1999

Skills
Asset Allocation, Wealth Management, Investment Strategies, Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Mutual Funds, Financial Services

Education
Binghamton University   1992 — 1997
BS

Binghamton University - School of Management   1992 — 1997
BS

Roy C. Ketcham High School   1988 — 1992

Ian Artinger Ian Artinger Provo, Utah Details
Ian Artinger's Atlantic Trust Experience September 2013 - December 2013
Job Business Development Associate at Capshare
Industry Venture Capital & Private Equity
Experience
Capshare  April 2014 - Present
Brigham Capital LLC   January 2014 - December 2014
Atlantic Trust   September 2013 - December 2013
IndustryPro  April 2013 - August 2013

Skills
B2B Sales, Product Development, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Teamwork, PowerPoint, Public Speaking, C++, Customer Service, English, MySQL, HTML, Assembly Language, PHP, C, CSS Javascript

Education
Brigham Young University   2013 — 2014
Bachelor's Degree, Economics / minor in Information Technology

Santa Rosa Junior College   2006 — 2007
Associate of Arts (AA), Economics

Kenneth G. Pollard, CFA, CFP® Kenneth G. Pollard, CFA, CFP® Greater Chicago Area Details
Kenneth G. Pollard, CFA, CFP®'s Atlantic Trust Experience January 1991 - Present
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   January 1991 - Present

Skills
Investments, Wealth Management, Alternative Investments, Wealth Management..., Portfolio Management, Hedge Funds, Management, Trusts, Asset Allocation

Education
Northwestern University   2013 — 2014
Certificate in Financial Planning

University of Wisconsin-Madison   1982 — 1983
MBA, Finance

Indiana University-Bloomington   1978 — 1982
BS, Business

Stephen Prostano, JD, LLM, CPA Stephen Prostano, JD, LLM, CPA San Francisco, California Details
Stephen Prostano, JD, LLM, CPA's Atlantic Trust Experience 2002 - 2005
Job Head of Family Wealth Advisors, Bank of the West Wealth Management / BNP Paribas Group
Industry Financial Services
Experience
Bank of the West, an affiliate of BNP Paribas   April 2015 - Present
SPI Partners, LLC   January 2013 - March 2015
Silver Bridge  January 2006 - December 2012
Atlantic Trust   2002 - 2005
FleetBoston Financial  2001 - 2002
Chase Manahattan Bank   1993 - 2000
Mellon Bank Corporation, The Boston Company   1990 - 1993
KPMG  1984 - 1990
Boston College  1984 - 1990

Skills
Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions, Marketing Strategy, Asset Managment, Investments, Start-ups, Financial Services, Private Banking, Asset Allocation, Hedge Funds, Private Equity, Asset Management, Strategic Financial..., Wealth Management..., Estate Planning, Succession Planning, Strategy, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Financial Advisory, Mutual Funds, Investment Management, High Net Worth..., Wealth, Equities, Finance, Financial Planning, Investment Strategies

Education
Boston College
BA, Economics and Philosophy

Boston University School of Law
LL.M., Taxation

University of Miami School of Law
JD

Albert Parent Albert Parent Greater Boston Area Details
Albert Parent's Atlantic Trust Experience December 2001 - December 2006
Job Architect | Founder at Castle Horizon, LLC
Industry Financial Services
Experience
Castle Horizon, LLC   August 2014 - Present
Banyan Partners  August 2013 - July 2014
Silver Bridge  December 2006 - July 2013
Atlantic Trust   December 2001 - December 2006
State Street Corporation  2000 - 2001
State Street  1999 - 2000
Silver Platter Information Inc.   1997 - 1999
BGS Systems, Inc.   1994 - 1997
MITRE Corporation  1991 - 1994

Skills
Software Development, Enterprise Architecture, Agile Project Management, Databases, Microsoft SQL Server, C#, Java, C++, Unix, XML, Software Engineering, Project Management, Strategic Planning, Enterprise Software, Object Oriented Design, Distributed Systems, ASP.NET, JavaScript, Integration, Web Services, Financial Services, Business Process..., TCP/IP, Disaster Recovery, Business Analysis, Architectures, Strategy, Security, Agile Methodologies, CRM, Analysis, SQL

Education
Northeastern University   1992 — 1994
Master's Degree, Computer Science

Northeastern University   1986 — 1991
Bachelor's Degree, Physics, Math (Minor)

Bas Solleveld Bas Solleveld Houston, Texas Details
Bas Solleveld's Atlantic Trust Experience January 2012 - Present
Job Senior Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   January 2012 - Present
Atlantic Trust   June 2004 - December 2011

Skills
Hedge Funds, Asset Allocation, Asset Managment, Investments, Alternative Investments, Private Equity, Equities, Portfolio Management, Fixed Income, Investment Strategies, Financial Modeling, Asset Management

Education
Franklin & Marshall College   2000 — 2004
Bachelor of Arts, Accounting

The Shipley School   1996 — 2000

John Switchenko John Switchenko Greater Boston Area Details
John Switchenko's Atlantic Trust Experience March 2014 - Present
Job Senior Private Wealth Associate at Atlantic Trust
Industry Banking
Experience
Atlantic Trust   March 2014 - Present
Atlantic Trust   March 2012 - March 2014
Brown Brothers Harriman  December 2010 - March 2012
Brown Brothers Harriman  April 2008 - January 2011
RBC Dain Rauscher  November 2006 - March 2008
Hy-Line Cruises  May 2000 - March 2008

Education
Union College   2001 — 2007
BA, English, History, Philosophy

Deerfield Academy   1999 — 2003

National University of Ireland, Galway   2005 — 2006
Economics

Boston University   2012 — 2015
Financial Planning

Cannon Financial Institute

Aimee Jeffers Aimee Jeffers Greater Chicago Area Details
Aimee Jeffers's Atlantic Trust Experience April 2013 - November 2014
Job Operations Associate at Portfolio Pathway
Industry Investment Management
Experience
Portfolio Pathway   November 2014 - Present
Atlantic Trust   April 2013 - November 2014
Harris Associates  October 2005 - April 2013
Atlantic Trust   January 2001 - January 2005
Atlantic Trust   January 1999 - January 2001
West Hills Asset Management   January 1996 - January 1999
Performance Measurement   January 1996 - January 1999

Skills
Mutual Funds, Investments, Bloomberg, Portfolio Management, Securities, Client Relations Skills, Superior Client Service, Microsoft Office, Client Services, Client Relations

Education
Roosevelt University   1998 — 2002
MBA, Finance

Eastern Illinois University   1992 — 1996
Bachelor of Science, Finance

Eric Propper Eric Propper New York, New York Details
Eric Propper's Atlantic Trust Experience January 2014 - Present
Job President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   January 2014 - Present
Atlantic Trust   March 2009 - Present
NeuroGenomex, Inc.   2009 - Present
Atlantic Trust   2004 - February 2009
Stein Roe Investment Counsel  1998 - 2004

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Portfolio Management, Investment Management, Wealth Management, Equities, Securities, Mutual Funds, Private Equity, Series 7, Fixed Income, Investment Strategies

Education
Columbia University - Columbia Business School   1991 — 1993
MBA

Hobart and William Smith Colleges   1976 — 1980
BA, Political Science

Choate Rosemary Hall   1972 — 1976

Gordon Ross Gordon Ross Greater New York City Area Details
Gordon Ross's Atlantic Trust Experience June 2010 - October 2012
Job Vice President at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners  January 2015 - Present
BBR Partners  October 2012 - November 2014
Atlantic Trust   June 2010 - October 2012
Bestinvest   April 2005 - April 2008
Bestinvest   September 2001 - April 2005

Skills
Investments, Portfolio Management, Equities, Asset Managment, Due Diligence, Private Equity, Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Valuation, Wealth Management

Education
Harvard Business School   2008 — 2010
MBA, Management

University of Durham   1998 — 2001
BA Hons, Economics

Trevor J. Hancock, CFA Trevor J. Hancock, CFA Denver, Colorado Details
Trevor J. Hancock, CFA's Atlantic Trust Experience April 2014 - Present
Job Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   April 2014 - Present
WTAS  July 2006 - March 2014

Skills
Valuation, Wealth Management, Investments, Financial Advisory, Asset Managment, Asset Allocation, Alternative Investments, Equities, Investment Management, Investment Advisory, Asset Management, Mutual Funds, Fixed Income, Business Valuation, Bloomberg, High Net Worth..., Strategic Financial..., Investment Strategies, Financial Planning

Education
James Madison University   2002 — 2006
BBA, Finance & Economics

James Madison University - College of Business   2002 — 2006
BBA, Finance & Economics

Universiteit Antwerpen   2004 — 2005
Concentration in European Business, Integration of European Commerce

Michael Lauren Crawford Michael Lauren Crawford Greater Atlanta Area Details
Michael Lauren Crawford's Atlantic Trust Experience September 2007 - October 2008
Job all things digital
Industry Marketing and Advertising
Experience
Moxie  April 2013 - Present
Cox Media group - Digital and Strategy   September 2011 - April 2013
American Red Cross  June 2010 - June 2011
Womenetics- Online Media and Events Company   June 2009 - June 2010
Atlantic Trust - A Boutique Wealth Advisory Firm   October 2008 - June 2009
Atlantic Trust   September 2007 - October 2008

Skills
Microsoft Excel, PowerPoint, Salesforce.com, Project Management, Outlook, Customer Service, Access, Employee Training, Troubleshooting, Managerial, Social Media, Online Advertising, Social Media Marketing, Marketing Strategy, Digital Marketing, Marketing, Email Marketing, Management, CRM, Strategy

Education
Kennesaw State University   2007 — 2008
Bachelor of Science, Communication

Stephen V. Kenney Stephen V. Kenney Boston, Massachusetts Details
Stephen V. Kenney's Atlantic Trust Experience October 1995 - October 2002
Job CoFounder, Managing Director at SCS Financial Services, LLC
Industry Investment Management
Experience
SCS Financial Services, LLC   October 2002 - Present
Atlantic Trust   October 1995 - October 2002
Keller and Heckman LLP  September 1992 - September 1995
Smith Barney (formerly E.F. Hutton)   September 1986 - July 1989
J.P. Morgan (successor to Chase Manhattan Bank, N.A.)   July 1984 - September 1986

Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Equities, Private Equity, Asset Management, Management, Mutual Funds, Asset Allocation

Education
The Catholic University of America, Columbus School of Law   1992 — 1995
Juris Doctor (J.D.)

Fordham Gabelli School of Business   1986 — 1988
Master of Business Administration (M.B.A.), Finance

Boston College   1980 — 1984
Bachelor’s Degree, Economics

V. Paul Lisanke, CAIA V. Paul Lisanke, CAIA Greater Boston Area Details
V. Paul Lisanke, CAIA's Atlantic Trust Experience 2003 - April 2010
Job Executive Director at JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan  January 2014 - Present
JP Morgan  April 2010 - December 2013
Atlantic Trust   2003 - April 2010
Bear Stearns  2000 - 2001
J.P. Morgan   1998 - 2000

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
MBA, Finance

Boston College   1993 — 1997
BA, English, with a minor in Film Studies

CAIA Chartered Alternative Investment Analyst
CAIA

Brant Houston Brant Houston Greater Denver Area Details
Brant Houston's Atlantic Trust Experience July 2007 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   July 2007 - Present
Atlantic Trust   March 2012 - Present
Atlantic Trust   April 2013 - Present
Atlantic Trust   July 2007 - April 2013
Geronimo Financial   July 2006 - April 2007
Self-employed  June 2003 - June 2005
Nicholas-Applegate Capital Management  April 2000 - June 2003
Nicholas Applegate  2000 - 2003
Wilshire Associates  March 1998 - April 2000

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2006
MBA, Investment Management

California Polytechnic State University-San Luis Obispo   1994 — 1998
BS, Finance

Mary Jo (Marra) Ellis Mary Jo (Marra) Ellis Greater Boston Area Details
Mary Jo (Marra) Ellis's Atlantic Trust Experience January 2014 - Present
Job
Industry Financial Services
Experience
Atlantic Trust   January 2014 - Present

Skills
SharePoint, ASP.NET, Software Development, Crystal Reports, Requirements Analysis, SQL, Business Intelligence, Business Analysis, Microsoft SQL Server, Requirements Gathering, XML, Web Services, JavaScript, AJAX

Education
University of Massachusetts Lowell   2003 — 2007
BS

Bristol Community College   2000 — 2002
AS

Bridgewater State University   1997 — 1998

Shruti Bansal, CFA Shruti Bansal, CFA Greater Boston Area Details
Shruti Bansal, CFA's Atlantic Trust Experience July 2005 - April 2008
Job Managing Director, Investments at Moreland Management Co
Industry Financial Services
Experience
Moreland Management Co   September 2014 - Present
John Hancock Financial  January 2012 - August 2014
Bienville Capital Management  June 2009 - May 2011
SCS Financial  April 2008 - June 2009
Atlantic Trust   July 2005 - April 2008
Muirfield Capital Partners   June 2004 - July 2005
Neuberger Berman a subsidiary of Lehman Brothers   June 2000 - June 2004

Skills
Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Equities, Fund Of Funds, Asset Managment

Education
Montclair State University   1998 — 2001

CFA Institute member
Chartered Financial Analyst

Brian MacArthur, CFA Brian MacArthur, CFA Greater New York City Area Details
Brian MacArthur, CFA's Atlantic Trust Experience 1998 - 2007
Job Executive Director at JPMorgan
Industry Investment Management
Experience
J.P. Morgan   2007 - Present
Atlantic Trust   1998 - 2007
Stein Roe Investment Counsel  1998 - 2007
pershing  1996 - 1999

Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63

Education
New York University - Leonard N. Stern School of Business   2000 — 2003
MBA

Montclair State University   1992 — 1996
BS, Business Administration and Management, General

Sid Nargundkar Sid Nargundkar Greater Boston Area Details
Sid Nargundkar's Atlantic Trust Experience October 2010 - Present
Job Equity Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   October 2010 - Present
Wachovia Securities  October 2010 - October 2010
Wells Fargo Securities  2007 - 2010
Wells Fargo  2007 - 2010
Oracle  2003 - 2005

Education
Massachusetts Institute of Technology   1998 — 2003

Sean Brophy Sean Brophy Greater Boston Area Details
Sean Brophy's Atlantic Trust Experience September 2004 - September 2007
Job Analyst at Atlantic Trust Company
Industry Investment Management
Experience
Atlantic Trust Company  October 2007 - Present
Atlantic Trust   September 2004 - September 2007
State Street  November 2002 - August 2004

Skills
Bloomberg, Hedge Funds, Asset Allocation, Fixed Income, Mutual Funds, Equities, FactSet, Investments, Investment Strategies, Investment Management, Securities, Wealth Management

Education
Northeastern University   2004 — 2009
BSBA, Accounting & Finance

Clint Ward Clint Ward Atlanta, Georgia Details
Clint Ward's Atlantic Trust Experience September 2013 - Present
Job Chief Compliance Officer at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   September 2013 - Present
Sterling Capital Management  October 2010 - September 2013
BB&T Asset Management, Inc.   July 2004 - September 2010
Evergreen Investments  2002 - 2004
Banc of America Investments  1999 - 2002
US Securities and Exchange Commission  1995 - 1999
USS La Moure County LST-1194   October 1988 - July 1990

Skills
Securities, Mutual Funds, Asset Managment, Investments, Alternative Investments, Equities, Hedge Funds, Wealth Management, Fixed Income, Asset Allocation, Investment Management, Risk Management, Bloomberg, Investment Advisory, AML

Education
North Carolina State University - College of Management   2005 — 2007
Masters, Economics

Texas A&M University   1990 — 1994
BS, Economics

Jonathan Barbato, CAIA Jonathan Barbato, CAIA Greater New York City Area Details
Jonathan Barbato, CAIA's Atlantic Trust Experience 2003 - April 2007
Job Director of Manager Selection
Industry Investment Management
Experience
Geller Family Office Services LLC   April 2009 - Present
Financial Services Professional  January 2009 - October 2009
Fortigent  April 2007 - 2008
Atlantic Trust   2003 - April 2007

Skills
Fund Of Funds, Technical Analysis, Precious Metals, Metals, CTAs, Hedge Funds, Equities, Economics, Emerging Markets, Commodity, Portfolio Management, Alternative Investments, Investments, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Writing, Venture Capital, Wealth Management, Asset Management, Mutual Funds, Investment Management

Education
Penn State University   1994 — 2000
BS, Economics

Loyola Blakefield   1990 — 1994

Loyola University Maryland

Barry N. Berlin, CFA Barry N. Berlin, CFA Greater Atlanta Area Details
Barry N. Berlin, CFA's Atlantic Trust Experience August 2001 - Present
Job managing director at atlantic trust
Industry Investment Management
Experience
atlantic trust   August 2001 - Present
Wachovia  January 1983 - August 2001
First Tulsa   July 1978 - December 1982

Education
CFA Institute

Northwestern University
Masters in Business Administration, Finance

Univ. of Virginia
BS in Commerce, Finance

Bruce Katz Bruce Katz Greater New York City Area Details
Bruce Katz's Atlantic Trust Experience February 2001 - Present
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   February 2001 - Present

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Wealth Management

Education
Binghamton University
Bachelor's degree, Accounting and Finance

J Timothy Delaney J Timothy Delaney Greater Boston Area Details
J Timothy Delaney's Atlantic Trust Experience February 2012 - May 2015
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Atlantic Trust   February 2012 - May 2015
Pillar Financial Advisors  April 2008 - February 2012
Lowell Blake and Assoc   November 2003 - April 2008

Education
D'Amore-McKim School of Business at Northeastern University   2002 — 2004
MSF, Finance

Fairfield University   1992 — 1996

Damara Jones Damara Jones Washington D.C. Metro Area Details
Damara Jones's Atlantic Trust Experience September 2007 - Present
Job Associate Vice President, Sr. Client Svc Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   September 2007 - Present
Wilmer Cutler Pickering Hale and Dorr LLP  2005 - 2007
Cassidy & Associates  August 2004 - September 2005
MCRB   April 2002 - December 2004

Skills
Asset Allocation, Wealth Management..., Asset Managment, Investments, Alternative Investments

Education
Morgan State University

Leonardo Felisberto Leonardo Felisberto New York, New York Details
Leonardo Felisberto's Atlantic Trust Experience January 2007 - June 2008
Job Investment Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   November 2012 - Present
JPMorgan Suisse   December 2010 - September 2012
JP Morgan Chase  July 2008 - November 2010
Atlantic Trust   January 2007 - June 2008

Skills
Portfolio Management, Trading, Investments, Financial Analysis, Alternative Investments, Fixed Income, Equities, Private Equity, Hedge Funds, Asset Management

Education
Bentley University   2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting

Bentley University   2004 — 2008
Corporate Finance and Accounting, Banking, Corporate, Finance, and Economics

Lauren Towle Lauren Towle Greater Boston Area Details
Lauren Towle's Atlantic Trust Experience March 2005 - Present
Job Business Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   March 2005 - Present
Atlantic Trust   June 2002 - Present
Evergreen Investments  1999 - 2001
Evergreen Investments  1999 - 2001
Putnam Investments  1994 - 1999

Skills
Mutual Funds, Equities

Education
Bridgewater State University

Kristen Siciliano Kristen Siciliano Greater Boston Area Details
Kristen Siciliano's Atlantic Trust Experience 2002 - 2003
Job Private Client Relationship Advisor at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory  June 2015 - Present
Highmount Capital  April 2003 - June 2015
Atlantic Trust   2002 - 2003
OMAM (Old Mutual Asset Management)   1998 - 2002
Putnam Investments  1997 - 1998

Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments

Education
Merrimack College   1993 — 1997
Bachelor’s Degree, Accounting

Karen D'Antuono Karen D'Antuono Greater Boston Area Details
Karen D'Antuono's Atlantic Trust Experience October 2007 - January 2009
Job Attorney at Rubin and Rudman LLP
Industry Law Practice
Experience
Rubin and Rudman LLP  October 2012 - Present
Tufts University  January 2009 - October 2012
Atlantic Trust   October 2007 - January 2009
Edwards Angell Palmer & Dodge LLP  September 2000 - October 2006

Skills
Non-profits, Philanthropy, Estate Planning, Planned Giving, Fundraising, Legal Research, Legal Writing, Nonprofits

Education
Boston College Law School   1997 — 2000
JD

Wellesley College   1990 — 1994
BA, political science, English

Sean Finger Sean Finger Greater New York City Area Details
Sean Finger's Atlantic Trust Experience 2007 - 2008
Job Vice President, Equity Sales at Leerink Swann
Industry Financial Services
Experience
Leerink Partners LLC  April 2014 - Present
Leerink Swann  July 2010 - Present
Leerink Swann  April 2008 - June 2012
Leerink Swann  April 2008 - June 2009
Atlantic Trust   2007 - 2008

Skills
Series 7, Equities, Bloomberg, Hedge Funds, Fixed Income, Securities, Trading, Valuation, Portfolio Management, Asset Managment, Investments, Private Equity

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General

Fordham Prep   1999 — 2002

Tony Rizzuto Tony Rizzuto Greater Boston Area Details
Tony Rizzuto's Atlantic Trust Experience September 2007 - January 2009
Job Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   September 2007 - January 2009
State Street  January 2005 - September 2007
Coldwell Banker  May 2004 - May 2007

Education
D'Amore-McKim School of Business at Northeastern University
MBA, Investment Analysis

University of Connecticut
BA, International Relations

Università degli Studi di Firenze
Italian language, history, culture & arts

David Butts David Butts Greater Chicago Area Details
David Butts's Atlantic Trust Experience May 2014 - Present
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   May 2014 - Present
Brown Brothers Harriman  July 2007 - May 2014
LaSalle Bank  March 2003 - July 2007

Skills
Wealth Management, Estate Planning, Investments, Investment Management, Wealth Management..., Finance, Wealth, Tax, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2005
Masters, Taxation

Radford University   1992 — 1996
BBA, Finance

Aaron M. Newland, CFP Aaron M. Newland, CFP Greater Los Angeles Area Details
Aaron M. Newland, CFP's Atlantic Trust Experience March 2014 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   March 2014 - Present
Atlantic Trust Private Wealth Management  2010 - March 2014
First American Trust  May 2005 - January 2010
Marina Advisor Group   April 2002 - April 2005
Fidelity Investments  June 1993 - April 2002

Education
Bentley University   1991 — 1993
BS, Finance

Gerald Ruperto Gerald Ruperto San Francisco Bay Area Details
Gerald Ruperto's Atlantic Trust Experience 2007 - 2008
Job Senior Art Director, Digital Marketing
Industry Design
Experience
Bare Escentuals  August 2015 - Present
Bare Escentuals  April 2015 - August 2015
Capital One  February 2015 - April 2015
JCPenney  March 2011 - February 2015
Newell Rubbermaid  December 2008 - February 2011
Aquent  June 2006 - November 2008
Atlantic Trust   2007 - 2008
Eastdil Secured  April 2004 - May 2006
Swift Enterprises   August 2003 - May 2004

Skills
Creative Direction, Creative Strategy, Art Direction, Typography, Brand Management, Email Marketing, Concept Design, InDesign, Adobe Creative Suite, Concept Development, Illustrator, Visual Communication, Interactive Advertising, Online Marketing/Social..., Web/Mobile/Tablet Design, Layout, Branding & Identity, Graphics, Photoshop, Logo / Identity /..., QuarkXPress, Art, Brand Development, Digital Photography, Advertising, Mac, Catalogs, Logo Design, Packaging, Image Manipulation, Retail Packaging, Publication/Magazine..., Merchandising, Photography Styling, Digital Marketing, Project Management, Content Strategy, Social Media Marketing, Fashion, Retail Marketing, Online Marketing

Education
University of California, Los Angeles   2003 — 2005
Bachelor of Arts (BA), Design and Visual Communications, General

Moorpark College   1999 — 2002
Associate's Degree, Degree in Graphic Communications

Dick Gustafson Dick Gustafson Greater Boston Area Details
Dick Gustafson's Atlantic Trust Experience 2001 - 2005
Job Vice President Wealth Management Technology at BNY Mellon
Industry Computer Software
Experience
BNY Mellon  November 2012 - Present
Ameriprise Financial Services, Inc.   February 2011 - December 2012
Eagle Investment Systems  February 2005 - April 2010
Atlantic Trust   2001 - 2005
State Street  1990 - 2003

Education
Isenberg School of Management, UMass Amherst   1978 — 1980
BS - Accounting, Accounting, Economics

University of Massachusetts, Amherst   1977 — 1980
BBA, Accounting

Roberta Jurasic Roberta Jurasic Tampa/St. Petersburg, Florida Area Details
Roberta Jurasic's Atlantic Trust Experience 2003 - 2009
Job Area Manager at GET Marketing
Industry Retail
Experience
GET Marketing  February 2005 - Present
Atlantic Trust   2003 - 2009

Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Retail, Sales, Sales Management, Operations Management, Project Management, Strategic Planning, Account Management, Merchandising, Team Building, Project Planning, Forecasting, Leadership, Product Development, Marketing, Vendor Management, Business Development, Budgets, Business Planning, Key Account Management, Cross-functional Team..., Marketing Communications, Marketing Strategy, Team Leadership, Direct Sales, Event Planning, Analysis, Product Marketing, Training, Process Improvement, Advertising, Social Media Marketing, New Business Development, Program Management, Outlook, Customer Satisfaction, Logistics, Social Media, Microsoft Word, Business Strategy, Negotiation, Human Resources, Inventory Management, Access, Recruiting, Inventory Control, Income Statement

Education
Sveučilište u Rijeci
Master’s Degree, Finance Management

Frank Chu Frank Chu Greater New York City Area Details
Frank Chu's Atlantic Trust Experience 2003 - 2005
Job Senior Account Manager at Mediaocean
Industry Financial Services
Experience
Mediaocean  2012 - Present
Donovan Data Systems  2005 - 2012
Atlantic Trust   2003 - 2005
Deutsche Bank  2002 - 2003
Zurich Scudder Investments  2000 - 2002
Scudder Stevens & Clark  1998 - 2000
Scudder, Stevens & Clark   1992 - 1998
Scudder, Stevens & Clark   1989 - 1992

Skills
SDLC, Financial Services, Business Analysis, Visio, Vendor Management, Equities, Fixed Income, Process Improvement, User Acceptance Testing, Analytics, Project Management, Portfolio Management, Business Process..., Business Requirements, Requirements Analysis, Analysis, Requirements Gathering, Financial Analysis, CRM

Education
Pace University
MBA, Finance

State University of New York at Albany
B.A., Sociology, Business

Michelle Knight Michelle Knight Greater Boston Area Details
Michelle Knight's Atlantic Trust Experience May 2001 - May 2007
Job Chief Investment Officer & Chief Economist at Ropes Wealth Advisors LLC
Industry Financial Services
Experience
Ropes Wealth Advisors LLC   January 2015 - Present
Ropes & Gray LLP  April 2014 - December 2014
Banyan Partners  August 2013 - April 2014
Silver Bridge  May 2007 - July 2013
Atlantic Trust   May 2001 - May 2007
JP Morgan Chase  1998 - 2001

Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Bloomberg, Mutual Funds, Economics, Investment Management, Asset Management, Wealth Management, Equities, Trading, Financial Analysis, Strategic Financial..., Financial Services, Private Equity, Due Diligence

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2005
MBA/MSF, Economics

Boston College   1994 — 1998
BA, English

Boston Latin School

James Cosentino James Cosentino Greater Boston Area Details
James Cosentino's Atlantic Trust Experience December 2006 - February 2009
Job SVP Portfolio Manager at US Trust
Industry Investment Management
Experience
U.S. Trust Bank of America Private Wealth Management   July 2009 - Present
Atlantic Trust   December 2006 - February 2009
Atlantic Trust   January 1999 - January 2007
Atlantic Trust   January 1997 - January 1999
State Street Corporation  January 1996 - January 1997

Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business Administration

Boston College   1992 — 1996
Bachelors of Science, Finance

Melissa Calvillo Melissa Calvillo Greater Chicago Area Details
Melissa Calvillo's Atlantic Trust Experience November 2005 - June 2009
Job Teacher at Columbus East Elementary
Industry Primary/Secondary Education
Experience
Cicero School District 99  August 2009 - Present
Atlantic Trust   November 2005 - June 2009
Harris Associates  1997 - 2000

Skills
Bloomberg, Microsoft Excel, Outlook, PowerPoint, Asset Allocation, Event Planning, Mutual Funds, Investments, Microsoft Word, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Securities, Equities, Series 7, Microsoft Office, Wealth Management, Fixed Income, Customer Service, Classroom, Tutoring

Education
Quincy University   2009 — 2010
MSE, Education

DePaul University   1992 — 1997
BSC, Finance

Faith Tsao Faith Tsao Boston, Massachusetts Details
Faith Tsao's Atlantic Trust Experience 2004 - 2009
Job Principal Fund Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2011 - Present
LPL Financial  2009 - 2011
Atlantic Trust   2004 - 2009
Fidelity Investments  1996 - 2004

Education
Boston University Questrom School of Business
MBA

Wellesley College
BA

Alta Gorman Alta Gorman Greater Chicago Area Details
Alta Gorman's Atlantic Trust Experience July 2000 - August 2005
Job Funding Specialist at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  October 2006 - July 2009
Madison Capital Funding LLC  December 2005 - August 2006
Antares Capital  March 2005 - December 2005
Atlantic Trust   July 2000 - August 2005

Education
Roosevelt University   2007 — 2010
BS, Business Administration

LeMinh Hoang LeMinh Hoang Greater Chicago Area Details
LeMinh Hoang's Atlantic Trust Experience May 1999 - October 2006
Job AVP, Human Resources at ABN AMRO Clearing Chicago LLC
Industry Financial Services
Experience
ABN AMRO Clearing Chicago LLC  December 2013 - Present
IMC financial markets & asset management  February 2012 - December 2013
Sargent & Lundy  November 2006 - January 2012
Atlantic Trust   May 1999 - October 2006
Morton Salt  May 1997 - April 1999

Skills
Human Resources, Onboarding, Talent Management, Talent Acquisition, Workforce Planning, HR Policies, Deferred Compensation, College Recruiting, Performance Management, Recruiting, Technical Recruiting, Leadership, Applicant Tracking..., HRIS, Internet Recruiting, Employee Relations, Interviews, Personnel Management, Networking, Taleo, Succession Planning, Labor Relations, Executive Search, ADP Payroll, Compensation & Benefits, Strategic HR, HR Metrics, SAP ERP, PeopleSoft

Education
DePaul University
Bachelor of Science (BSc), Business Administration and Management, Cum Laude

W. Scott Thompson W. Scott Thompson Greater Atlanta Area Details
W. Scott Thompson's Atlantic Trust Experience August 2001 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   August 2001 - Present
Wachovia, A Wells Fargo Company  January 1999 - August 2001

Skills
Asset Allocation, Asset Management, Investments, Estate Planning, Asset Managment, Alternative Investments, Investment Management, Wealth Management, Hedge Funds

Education
James Madison University   1990 — 1994
BA, Finance & Accounting

Alison Stasio Alison Stasio Houston, Texas Details
Alison Stasio's Atlantic Trust Experience 2010 - 2011
Job Manager at Private Residence
Industry Food & Beverages
Experience
Private Residence  August 2013 - Present
Thion Global LLC   January 2012 - August 2013
Atlantic Trust   2010 - 2011
Private Residence  2008 - 2010
The Ginger Man & The Cask Republic   2007 - 2008
Drink Bar and BarFly   October 2003 - June 2006

Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Event Planning, Marketing, Event Management, Negotiation, Catering, Budgets, Budgeting, Hospitality, Purchasing, Strategic Planning, Team Building, Sales, Menu Development, Food, Food, Time Management, Restaurants, Hospitality Industry, Hospitality Management, Account Management, New Business Development, Food & Beverage, Social Media, Training, Hiring, Marketing Strategy

Education
Houston Community College   2011 — 2013
Associate of Science (A.S.), Biology

Art Institute of Dallas   2000 — 2002
Culinary Arts, Culinary Arts and Related Services

Steve Ganser Steve Ganser Charlotte, North Carolina Area Details
Steve Ganser's Atlantic Trust Experience 1998 - 2002
Job Technical Specialist at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  2005 - Present
Teleformix  2003 - 2004
Atlantic Trust   1998 - 2002
IBM Global Services  1995 - 1998
Cleveland Dovington Partners, Inc   1993 - 1995
Unocal  1989 - 1993
Bell & Howell  1986 - 1989

Education
The University of Chicago   1980 — 1982
BA, Economics

Michigan State University   1976 — 1978
Engineering

Sharon E. Cohen, CFP Sharon E. Cohen, CFP Greater Boston Area Details
Sharon E. Cohen, CFP's Atlantic Trust Experience February 1993 - July 2009
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust  September 2009 - Present
Atlantic Trust   February 1993 - July 2009
Wilmington Trust Company  June 1985 - January 1993

Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Mutual Funds, High Net Worth..., Banking, Investments, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Equities, Investment Strategies

Education
Villanova University School of Law   1990 — 1992
MST, Taxation

College for Financial Planning   1986 — 1989
Certified Financial Planner

University of Delaware - Lerner College of Business and Economics   1981 — 1985
BSBA, Finance

Austin Bone Austin Bone New York, New York Details
Austin Bone's Atlantic Trust Experience January 2012 - April 2012
Job Equity Research Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  February 2013 - Present
Global Financial Advisors  January 2012 - December 2012
Toad's National Golf Course/ Toad's Fun Zone   May 2009 - December 2012
Atlantic Trust   January 2012 - April 2012

Skills
Equities, Bloomberg Terminal, Accounting, Finance, Equity Research, Series 7, Series 63, Series 86, Series 87

Education
Brigham Young University   2009 — 2012
Bachelor of Science, Finance

Weber State University   2008 — 2009
Associate, General Studies

Kathy Hydo Kathy Hydo Greater Chicago Area Details
Kathy Hydo's Atlantic Trust Experience May 1987 - February 2008
Job Client Service Rep, Family Wealth Services, McGladrey LLP
Industry Accounting
Experience
McGladrey  January 2010 - Present
Atlantic Trust   May 1987 - February 2008
Stein Roe & Farnham Inc.   1987 - 2008
SRIC Holdings, LLC   January 1997 - December 2001
SRIC Foundation   May 1987 - December 2001

Skills
Accounting, Investments, Microsoft Office, Microsoft Word, Microsoft Excel

Education
Lewis University   1980 — 1984
BA, Accounting

French Pastry School

Jennifer Varney Jennifer Varney Northborough, Massachusetts Details
Jennifer Varney's Atlantic Trust Experience April 2011 - August 2014
Job Investment Operations Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management  January 2015 - Present
Atlantic Trust   April 2011 - August 2014
State Street Bank & Trust  May 2008 - April 2011
Investors Bank & Trust  March 2006 - May 2008
Mercer HR Services  August 2005 - January 2006

Skills
Customer Relations, Accounting, Reconciling, Telephone Skills, Bank Reconciliation, Microsoft Excel, Investments, Financial Services, Securities, Equities

Education
Assumption College   2001 — 2005
Bachelor of Arts, International Business and History

Jeff Bergstein Jeff Bergstein Greater Chicago Area Details
Jeff Bergstein's Atlantic Trust Experience 2001 - 2006
Job V.P.
Industry Financial Services
Experience
Northern Trust Corporation  June 2015 - Present
Aurora Investment Management  March 2013 - May 2015
Aurora Investment Management  May 2011 - March 2013
Northern Trust  June 2006 - April 2011
Atlantic Trust   2001 - 2006
William Blair and Company  1998 - 2000

Skills
Asset Allocation, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Asset Managment

Education
East Carolina University - College of Business   1992 — 1993
MBA, 1993

Ball State University   1988 — 1992
BS, Finance

Moses Wilson Moses Wilson Greater Boston Area Details
Moses Wilson's Atlantic Trust Experience 2002 - 2002
Job Owner at WilsonCreative Design
Industry Information Technology and Services
Experience
Wilson-Creativedesign.com   2011 - Present
NightOwl Tech   2005 - Present
Magic Hour Communications  2007 - 2010
Human Services Research Institute  2004 - 2007
Mass Audubon Society   2003 - 2003
Mainspring  January 2000 - January 2002
Atlantic Trust   2002 - 2002
State Street Bank  January 1998 - January 2000
Bilanx, Inc.   1996 - 1998
Corning Incorporated  1995 - 1996

Skills
Microsoft SQL Server, CSS, XML, CMS, JavaScript, SQL, User Experience, Linux, Software Development, AJAX, IIS, Programming, C#, Databases

Education
Northeastern University
C, Visual Basic, Accounting, and Business Law

Harvard University, John F. Kennedy School of Government   1992 — 1993
Graduate coursework, Accounting; Corporate Finance, Real Estate Finance

Harvard University   1988 — 1993
BA, Economics

Lynn Trimby Lynn Trimby Greater Boston Area Details
Lynn Trimby's Atlantic Trust Experience 1998 - 2010
Job Treasurer at Helping Hands: Monkey Helpers for the Disabled
Industry Financial Services
Experience
Helping Hands: Monkey Helpers for the Disabled  2010 - Present
Atlantic Trust   1998 - 2010
BankBoston  1992 - 1998

Skills
Asset Allocation, Portfolio Management, Investment Management, Investments, Asset Management, Wealth Management, Nonprofits, Investment Strategies

Education
Boston University - School of Management   1973 — 1977
MBA, Finance

Cornell University   1963 — 1967
BS, Human Ecology

Saborrah Nicholson Saborrah Nicholson Greater Atlanta Area Details
Saborrah Nicholson's Atlantic Trust Experience October 2012 - Present
Job Flight Attendant at AirTran Airways
Industry Airlines/Aviation
Experience
Atlantic Trust   October 2012 - Present
AirTran Airways  June 2009 - October 2012

Education
Clark Atlanta University   2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government

Duncan Edwards Duncan Edwards Greater Atlanta Area Details
Duncan Edwards's Atlantic Trust Experience 2007 - Present
Job Associate Vice President
Industry Investment Management
Experience
Atlantic Trust   2007 - Present

Skills
Alternative Investments, Valuation, Financial Modeling, Equities, Bloomberg, Asset Allocation, Investments, Asset Management, Investment Management, Portfolio Management, Equity Research, Financial Analysis, Investment Strategies, Mutual Funds, Securities

Education
Emory University - Goizueta Business School   2002 — 2006
BBA, Finance, Marketing

Jay Pearlstein Jay Pearlstein Greater Boston Area Details
Jay Pearlstein's Atlantic Trust Experience July 1996 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   July 1996 - Present

Skills
Investments, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Private Equity, Asset Management, Portfolio Management, Fixed Income, Wealth Management, Hedge Funds, Investment Strategies

Education
Michigan State University - The Eli Broad College of Business   1974 — 1977
Bachelor’s Degree, Accounting, 4.0

Harvard Business School

TAHS

Christopher Bremer Christopher Bremer United States Details
Christopher Bremer's Atlantic Trust Experience 2000 - 2008
Job Director, Private Client Services at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual  2008 - Present
Atlantic Trust   2000 - 2008
U.S. House of Representatives   1995 - 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Boston University   1993 — 1995
Master of Arts (MA), International Relations and Affairs

Denison University   1988 — 1992
Bachelor of Arts (BA), English & German

Shady Jadali Shady Jadali Washington D.C. Metro Area Details
Shady Jadali's Atlantic Trust Experience September 2013 - Present
Job Associate VP at Atlantic Trust Company
Industry Financial Services
Experience
Atlantic Trust   September 2013 - Present
Cambridge Associates, LLC  June 2009 - Present
Cambridge Associates  June 2008 - June 2009
Cambridge Associates  September 2007 - June 2008

Skills
Portfolio Management, Investments, Asset Allocation, Fixed Income, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, CRM, Management, Leadership, Access, Training, Accounting

Education
James Madison University   2003 — 2007
Bachelor of Business Administration, Finance; Mathematics (Minor)

William Funk William Funk Lowell, Indiana Details
William Funk's Atlantic Trust Experience October 1998 - Present
Job Operations Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   October 1998 - Present

Education
Indiana University-Northwest   2008 — 2010
Master of Business Administration (MBA)

Ball State University   1992 — 1995
Geography

Joe Cialone Joe Cialone Houston, Texas Details
Joe Cialone's Atlantic Trust Experience July 2007 - July 2012
Job Graduate of The University of Texas School of Law
Industry Law Practice
Experience
Atlantic Trust   July 2007 - July 2012

Education
The University of Texas School of Law   2012 — 2015
Doctor of Law (J.D.)

Rice University   2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government

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