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
Jason Stoneman Jason Stoneman Washington D.C. Metro Area Details
Jason Stoneman's Atlantic Trust Experience July 2013 - Present
Job Senior Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   July 2013 - Present
HighTower  August 2011 - September 2012
Merrill Lynch  March 2005 - July 2011
US Army  June 1999 - February 2005

Skills
Series 7, Asset Managment, Financial Modeling, Asset Allocation, Investments, Hedge Funds, Risk Management, Financial Analysis, Mutual Funds, Bloomberg, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Equity Research

Education
The Johns Hopkins University - Carey Business School   2004 — 2006
MBA, Finance, General

United States Military Academy at West Point   1995 — 1999
BS, Economics

Melanie Harrell Melanie Harrell Denver, Colorado Details
Melanie Harrell's Atlantic Trust Experience January 2003 - January 2008
Job Clinical Social Work Intern at Gender Identity Center
Industry Nonprofit Organization Management
Experience
Gender Identity Center   September 2014 - May 2015
Colorado Coalition for the Homeless  September 2011 - October 2014
Atlantic Trust   January 2003 - January 2008

Skills
Group Therapy, Case Managment, Volunteer Management, Crisis Intervention, Program Management, Program Evaluation, Fundraising, EHR, Cpr Certified, Microsoft Excel, PowerPoint, Microsoft Office

Education
University of Denver   2013 — 2015
Master of Social Work (M.S.W.), Mental Health Counseling/Counselor

University of Colorado at Denver   2007 — 2009
Masters of Public Administration, Non-Profit/Public/Organizational Management

University of Colorado at Denver   2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government

Haik Sahakyan Haik Sahakyan Boston, Massachusetts Details
Haik Sahakyan's Atlantic Trust Experience October 2014 - Present
Job Investment Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   October 2014 - Present
Atlantic Trust   May 2013 - September 2014
Treasurer and Tax Collector   January 2013 - May 2013
SHARPE+SIGNA LLC   July 2010 - July 2012

Skills
Matlab, Bloomberg, Microsoft Office, Econometrics, Investment Management, Financial Modeling, Equities, Microsoft Excel, Eviews, Fixed Income, Microsoft Word, Data Analysis, PowerPoint, Fund Of Funds, C++, R, Python, Ruby, SAS, SQL, FactSet, Asset Management, C, Investments, Portfolio Management, Hedge Funds

Education
University of California, Santa Barbara   2009 — 2012
Bachelor of Arts, Economics-Mathematics

Zoe De Bruycker Zoe De Bruycker Greater Boston Area Details
Zoe De Bruycker's Atlantic Trust Experience January 2014 - March 2015
Job Business Analyst Brand Finance at Reebok
Industry Financial Services
Experience
Reebok  March 2015 - Present
Atlantic Trust   January 2014 - March 2015
Live Oak Bank  July 2013 - January 2014
UNC Athletic Ticket Office   June 2012 - April 2013

Skills
Financial Analysis, Team Leadership, Time Management, Organizational..., Customer Service, Creative Problem Solving, Leadership, Event Planning

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013
Bachelor of Science (BS), Business Administration

Lynbrook High School   2005 — 2009

Leah Nees Leah Nees Greater Boston Area Details
Leah Nees's Atlantic Trust Experience May 2012 - May 2013
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  July 2014 - Present
Boston College PULSE Program for Service Learning   August 2013 - May 2014
Boston College Smart Woman Securities   May 2013 - May 2014
Boston College  September 2011 - May 2014
UBS Wealth Management  June 2013 - August 2013
Atlantic Trust   May 2012 - May 2013

Education
Boston College, College of Arts and Sciences   2010 — 2014
Bachelor of Arts, International Studies, Economics

Universidad Pontificia Comillas   2012 — 2012
Fall 2012

Saint Ursula Academy High School   2006 — 2010
High School Diploma

Ben Schley Ben Schley San Francisco Bay Area Details
Ben Schley's Atlantic Trust Experience June 2009 - September 2009
Job Sales Representative at Salesforce
Industry Internet
Experience
Salesforce  November 2014 - Present
Full Circle CRM   July 2014 - October 2014
Mobillity   October 2012 - March 2014
Saints Capital  June 2011 - September 2011
NetSpend Corporation  June 2010 - September 2010
Atlantic Trust   June 2009 - September 2009

Skills
Financial Technology, Mobile Payments, Product Development, Online Marketing..., Start-up Ventures, Venture Capital, Guerrilla Marketing

Education
Stanford University   2008 — 2012
BS in Chemical Engineering, BA in History

Phillips Academy (Andover)   2004 — 2008

Kate McAuliffe Kate McAuliffe New York, New York Details
Kate McAuliffe's Atlantic Trust Experience October 2013 - January 2015
Job Executive Assistant
Industry Law Practice
Experience
Bracewell & Giuliani LLP  January 2015 - Present
Atlantic Trust   October 2013 - January 2015
Toka Madison Ave   May 2012 - October 2013
Mete Turkmen   May 2012 - October 2013

Education
University of Connecticut   2007 — 2012
Bachelor's Degree, Business Administration, Management and Operations

LaVern Pena LaVern Pena Austin, Texas Area Details
LaVern Pena's Atlantic Trust Experience August 2004 - Present
Job Vice President and Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   August 2004 - Present
Wells Fargo Private Client Services  February 1999 - March 2003

Education
St. Edward's University   1996 — 1999

Gabrielle Bailey Gabrielle Bailey Greater Philadelphia Area Details
Gabrielle Bailey's Atlantic Trust Experience July 2014 - Present
Job Director of Delaware Trust Services at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust   July 2014 - Present
Atlantic Trust   March 2003 - Present
Alston & Bird LLP  September 2000 - March 2003
King & Spalding LLP  August 1999 - September 2000

Skills
Securities, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Securities Regulation, Legal Writing, Investment Management, Equities, Investments, Asset Management, Broker-Dealer, Financial Services, Mutual Funds

Education
University of Pennsylvania Law School
J.D., Law

University of Richmond
B.A., History

Kishore Setty, CFA Kishore Setty, CFA New York, New York Details
Kishore Setty, CFA's Atlantic Trust Experience March 2014 - Present
Job Senior Vice President, Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   March 2014 - Present
US Trust, Bank of America Private Wealth Management  January 2010 - March 2014
Old Mutual Asset Management  March 2005 - January 2010
Prudential  July 2003 - March 2005

Skills
Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management..., Wealth Management, Asset Management, Mutual Funds

Education
CFA Institute
CFA

Tufts University   1999 — 2003
B.A., Economics

Nasir Abdulghany Nasir Abdulghany Washington D.C. Metro Area Details
Nasir Abdulghany's Atlantic Trust Experience September 2011 - November 2011
Job Marketing Professional
Industry Marketing and Advertising
Experience
Oliver + Sons   December 2014 - Present
United States Army Reserve  March 2013 - Present
Levelast Footwear   October 2013 - May 2014
Hollow Creek Golf Club   August 2005 - August 2012
Atlantic Trust   September 2011 - November 2011
nSphere  May 2011 - August 2011
Comstar FCU   May 2007 - December 2008

Skills
Salesforce.com, Marketing, Financial Analysis, Microsoft Office, Market Research, Start-ups, Team Motivator, Strategic Planning, Market Analysis, Client Communications, SEO, Advertising, Social Media, Public Relations, Protocol Development, Inventory Management, Recruiting, Cluen Recruiting..., CisionPoint, Candidate Research

Education
Suffolk University   2008 — 2013
Bachelor’s Degree, Finance with a minor in Marketing

Frederick County Career and Technology Center, Academy of Finance   2006 — 2008
Certificate of Financial Studies, Finance

Middletown High School   2004 — 2008
Diploma, General Studies and Business

Carolyn Donnelly Carolyn Donnelly Atlanta, Georgia Details
Carolyn Donnelly's Atlantic Trust Experience June 2005 - Present
Job Managing Director, Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   June 2005 - Present
Georgia Tech Athletic Association  July 2000 - July 2003

Education
Yale School of Management   2003 — 2005
MBA, Business Administration and Management, General, Dean's Scholar

The University of Georgia   1996 — 2000
B.S.Ed., English Education, Summa Cum Laude, Honors

Heather Rich, CAIA Heather Rich, CAIA Greater New York City Area Details
Heather Rich, CAIA's Atlantic Trust Experience August 2002 - July 2005
Job Director, Investment Counselor Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank  August 2007 - Present
Lehman Brothers  May 2006 - August 2006
Atlantic Trust   August 2002 - July 2005

Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Investment Banking, Due Diligence, Financial Analysis, Risk Management, Banking, Structured Products, Private Banking, High Net Worth..., Real Estate, Management, Quantitative Analytics, Capital, Equities, Fixed Income

Education
University of North Carolina at Chapel Hill   2005 — 2007
MBA, Finance

Tufts University   1998 — 2002
BA, Economics, German

Cintia Torres Cintia Torres Greater New York City Area Details
Cintia Torres's Atlantic Trust Experience October 2013 - Present
Job Senior Associate/Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   October 2013 - Present
UBS  May 2007 - June 2012
AXA Advisors  October 2006 - May 2007
AXA Advisors  March 2004 - October 2006
American Express Financial Advisors  October 2003 - February 2004
Blinds To Go  November 2001 - July 2003
Blinds To Go  May 2000 - November 2001
Macy's  September 1999 - May 2000

Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66

Education
Rutgers, The State University of New Jersey-New Brunswick   1995 — 2000
Bachelor of Arts (B.A.), Communication

Jennie Caven Jennie Caven Houston, Texas Area Details
Jennie Caven's Atlantic Trust Experience July 2008 - August 2008
Job Communications Director at U.S. House of Representatives
Industry Public Relations and Communications
Experience
U.S. House of Representatives   January 2015 - June 2015
U.S. House of Representatives   April 2014 - January 2015
U.S. House of Representatives   June 2011 - April 2014
Railroad Commission of Texas  November 2010 - April 2011
Vogue  June 2009 - August 2009
PaperCity Magazine  July 2008 - August 2008
Atlantic Trust   July 2008 - August 2008

Skills
Press Releases, Public Relations, Government, Legislative Relations, Politics, Community Outreach, Legislative Research, Public Policy, Political Campaigns, Media Relations, Social Media, Legislation, Policy Analysis, Event Planning, Grassroots Organizing, Microsoft Office, Research, Strategic Communications, Public Speaking

Education
The University of Texas at Austin   2007 — 2011

Ryan Christine Coulson Ryan Christine Coulson San Francisco, California Details
Ryan Christine Coulson's Atlantic Trust Experience October 2014 - Present
Job Wealth Strategist at Atlantic Trust
Industry Legal Services
Experience
Atlantic Trust   October 2014 - Present
Wells Fargo  May 2013 - October 2014
Wells Fargo  February 2010 - May 2013
Centara Legal Group, APC   May 2005 - February 2010

Skills
Wealth Management..., Financial Services, Estate Planning, Estate Tax Planning, Wealth Management, Trusts, Corporate Law, Public Speaking, Strategic Financial..., New Business Development

Education
University of San Diego School of Law   2006 — 2008
LLM, Tax

University of San Diego School of Law   2003 — 2006
J.D.

San Jose State University   2000 — 2003
B.S., Business Management

University of Washington   1999 — 2000
B.S., Business Management

Tara Cohen Tara Cohen Greater Chicago Area Details
Tara Cohen's Atlantic Trust Experience October 2014 - Present
Job Business Development Coordinator at Atlantic Trust
Industry Marketing and Advertising
Experience
Atlantic Trust   October 2014 - Present
Word of Mouth Marketing Association  August 2013 - October 2014
ePrize  March 2013 - August 2013
First Investors Corporation  July 2010 - March 2013

Skills
New Business Development, Strategy, Relationship Management, CRM, Management, Sales, Microsoft Office, Investments, Strategic Planning, Financial Analysis, 403 b, Series 6, Strategic Financial..., Social Networking, Retirement Planning

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2010
B.B.A, Mangagement

Stevenson

Andrea Ho, CFA Andrea Ho, CFA Greater Denver Area Details
Andrea Ho, CFA's Atlantic Trust Experience May 2006 - July 2007
Job Director, Investment Strategy at Ascent Private Capital Management
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank   April 2015 - Present
Ascent Private Capital Management of U.S. Bank   December 2012 - March 2015
Ascent Private Capital Management of U.S. Bank   November 2011 - December 2012
J.P. Morgan   September 2009 - November 2011
Wells Fargo  July 2007 - September 2009
Atlantic Trust   May 2006 - July 2007

Skills
Investment Strategies, New Business Development, Developing Client..., Portfolio Management, Due Diligence, Strategy, Wealth Management

Education
University of Colorado Denver   2001 — 2007
BS, Finance & Accounting

Sean Figueroa, CFA, CFP Sean Figueroa, CFA, CFP San Francisco, California Details
Sean Figueroa, CFA, CFP's Atlantic Trust Experience June 1994 - July 2004
Job Cofounder & Principal at Cypress Wealth Advisors LLC
Industry Financial Services
Experience
Cypress Wealth Advisors LLC   August 2004 - Present
Atlantic Trust   June 1994 - July 2004
Salomon Smith Barney  June 1992 - May 1994

Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Estate Planning, Due Diligence, Equities, Investment Management, Management, Financial Advisory, Wealth, Hedge Funds

Education
UC Berkeley   1987 — 1992
Bachelor of Arts (B.A.), Economics

University of California, Berkeley
Bachelor's degree, Economics

Rachel Merkel Rachel Merkel Greater Denver Area Details
Rachel Merkel's Atlantic Trust Experience September 2015 - Present
Job Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   September 2015 - Present
Families First Colorado   June 2004 - September 2015
Big Brothers Big Sisters of Colorado  August 2000 - June 2004

Skills
Volunteer Management, Program Development, Event Planning, Non-profits, Fundraising, Community Outreach, Grant Writing, Public Relations, Case Managment, Event Management, Social Media Marketing, Social Media, Marketing, Annual Reports, Newsletter Production, Nonprofits, Budgets, Team Building, Public Speaking, Photography, Board Development, Philanthropy, Community Development, Recruiting, Social Services, Non-profit..., Grants, Youth Development, Management, Leadership Development, Annual Giving, Community Organizing, Program Evaluation, Volunteering, Mental Health, InDesign, Photoshop, Illustrator

Education
University of Northern Colorado   1996 — 2000
BA, Sociology: Family Studies

The University of Edinburgh   1999 — 1999
Sociology

Bradley Alford, CFA Bradley Alford, CFA Greater Atlanta Area Details
Bradley Alford, CFA's Atlantic Trust Experience 2002 - 2006
Job Founder, Alpha Capital Management
Industry Investment Management
Experience
Alpha Capital Management  2006 - Present
Atlantic Trust   2002 - 2006
myCFO  2000 - 2002
The Duke Endowment  1996 - 2000
Emory University  1989 - 1995

Education
University of Alabama   1987 — 1989
MBA, Finance

University of Alabama   1983 — 1987
BS, Corporate Finance & Investment Management

Bill Rankin Bill Rankin Houston, Texas Details
Bill Rankin's Atlantic Trust Experience March 2004 - December 2005
Job CEO at Kanaly Holdings LLC and Kanaly Trust, LTA
Industry Investment Management
Experience
Kanaly Holdings LLC and Kanaly Trust, LTA   December 2012 - Present
Pitcairn  February 2010 - December 2011
Shelterwood Financial Services LLC   July 2007 - January 2011
Atlantic Trust   March 2004 - December 2005
Stein Roe Investment Counsel LLC   January 2001 - December 2005
Stein Roe Investment Counsel  April 1999 - December 2000
Stein Roe & Farnham  November 1994 - March 1999
Rockefeller & Co.   January 1993 - November 1994
Prudential Investment Management Co.   1988 - 1993
Mellon Bank NA  1976 - 1988

Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning

Education
University of Pennsylvania - The Wharton School   1974 — 1975
MBA, Finance

The Johns Hopkins University   1971 — 1973
B.E.S., Operations Research

(Esther) Grace Paulsen (Esther) Grace Paulsen New York, New York Details
(Esther) Grace Paulsen's Atlantic Trust Experience September 2010 - December 2010
Job M&A Investment Banking at KGSAlpha Capital Markets
Industry Banking
Experience
KGS-Alpha Capital Markets, L.P.   March 2015 - Present
RBC Capital Markets  October 2012 - 2015
New York University  January 2012 - January 2013
RBC Capital Markets  June 2012 - August 2012
Intrinsic Investment Management   August 2011 - November 2011
Atlantic Trust   September 2010 - December 2010
Harper's Bazaar  January 2010 - May 2010

Skills
Microsoft Excel, IRESS, Capital IQ, Bloomberg

Education
New York University - Leonard N. Stern School of Business   2009 — 2012
Bachelor of Science, Finance & International Business

NYU Study Abroad Prague   2011 — 2011
Finance & International Business

University of Melbourne   2011 — 2011
International Business Exchange Program, Finance and International Business

Anna Furbish Anna Furbish Athens, Georgia Details
Anna Furbish's Atlantic Trust Experience June 2013 - August 2013
Job Technology Consultant at Protiviti
Industry Information Technology and Services
Experience
Protiviti  August 2015 - Present
Protiviti  June 2014 - August 2014
Atlantic Trust   June 2013 - August 2013
Entourage Clothing and Gifts  March 2012 - August 2012
Salon Gemini   April 2009 - June 2010

Skills
Microsoft Excel, Microsoft Word, Java, Customer Service, Leadership, HTML, Visio, Team Leadership, Windows 7, Microsoft Office, Multi-tasked, JavaScript, Oracle Applications, Windows 8, PowerPoint, Teamwork, Windows, Interpersonal..., Social Media, Coding Languages, CSS, Microsoft SQL Server, SAP ERP, GRC, IT Audit, SOX 404, JSON, jQuery, Mobile Technology

Education
The University of Georgia   2011 — 2014
BBA, Management Information Systems

Marist High School   2004 — 2010
High School

Lillis Breland Lillis Breland Atlanta, Georgia Details
Lillis Breland's Atlantic Trust Experience April 2015 - Present
Job Senior Client Service Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   April 2015 - Present
Financial and Fiduciary Analyst   January 2015 - April 2015
GenSpring Family Offices  September 2013 - December 2014
GenSpring Family Offices  April 2010 - September 2013
Brownson, Rehmus & Foxworth   March 2008 - March 2010
Shuler Properties   May 2005 - March 2008

Skills
Financial Analysis, Trust Services, Trust Management, Wealth Management, High Net Worth..., IRAs, Investment Advisory, Risk Management, Finance, Wealth Management..., Retirement Planning, Estate Planning, Trusts, Investment Management, Asset Management, Portfolio Management, Financial Services, Budgets, Microsoft Office, Microsoft Word, Multi-generational..., Microsoft Excel, PowerPoint

Education
Texas Tech University   1996 — 2000
Bachelor of Science (B.S.), Financial Planning

Marilyn O'Shaughnessy-Hughes Marilyn O'Shaughnessy-Hughes Greater Boston Area Details
Marilyn O'Shaughnessy-Hughes's Atlantic Trust Experience Acct AdminState Street2002 - 2002
Job Senior Operations Analyst at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   Acct AdminState Street2002 - 2002
Pell Rudman Trust   2000 - 2002
Pell Rudman Trust   2000 - 2002
Pell Rudman Trust   2000 - 2002
Pell Rudman Trust   2000 - 2002
Bank Of Boston  1996 - 1996

Education
Stonehill College

Alicia Centeno Alicia Centeno Houston, Texas Area Details
Alicia Centeno's Atlantic Trust Experience May 2007 - March 2009
Job Territory Manager, Business Development
Industry Marketing and Advertising
Experience
Carrier Enterprise  December 2014 - Present
Johnson Supply  January 2011 - October 2014
Atlantic Trust   May 2007 - March 2009
Ten Cate  March 2004 - May 2007
Fortis Investments  January 2003 - August 2003
Madisongrey Holdings   June 2001 - December 2002
Karma Music   2001 - 2002
Infinity Capital Group, LLC   June 2000 - June 2001
ASLO.COM, Inc   January 1999 - February 2000
RealEstate.com  January 1998 - January 1999

Skills
Marketing Strategy, Marketing Communications, Marketing, B2B, Business Development, Management, Strategic Planning, Market Research, Leadership, Strategy, New Business Development, Social Media Marketing, Project Management, Digital Marketing, Brand Management, Event Planning, Online Advertising, Sales, Project Planning, Advertising, Corporate Branding, Start-ups, Market Planning, Team Building, Budgets, Business Planning, Social Media, Contract Negotiation, Business Strategy, Account Management, Competitive Analysis, Forecasting, Negotiation, Event Management, Team Leadership, Sales Management

Education
Carrier TMU-Territory Manager University   2015 — 2015
Carrier Certified Territory Manager, Territory Management

University of Houston   1990 — 1992
Bachelor’s Degree, BBA in Marketing

Lysa Dao Lysa Dao Greater Boston Area Details
Lysa Dao's Atlantic Trust Experience April 2015 - Present
Job Operations Analyst
Industry Financial Services
Experience
Atlantic Trust   April 2015 - Present
J.P. Morgan   April 2008 - April 2015

Skills
Bloomberg, Fund Accounting, Hedge Funds, Mutual Funds, Portfolio Management, Finance, Fund Of Funds, Equities, Derivatives, Financial Modeling, Alternative Investments, Asset Management, Bloomberg Terminal, Capital Markets, Corporate Actions, Fixed Income, Fund Administration, Investments, Private Equity, Securities, Valuation

Education
University of Massachusetts Boston   2001 — 2007
Business, Finance

John Winslow, CFA John Winslow, CFA Dallas/Fort Worth Area Details
John Winslow, CFA's Atlantic Trust Experience April 2015 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   April 2015 - Present
BNY Mellon Wealth Management  November 2009 - April 2015
Headstream Asset Management   2003 - 2009
Regal Asset Management   1991 - 2003

Skills
Portfolio Management, Asset allocation, Family Governance, Wealth Transfer, Wealth Management, Wealth Preservation, Equity Research, Alternative Investments, equity valuation, Private Equity, Wealth, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Private Banking, Family Office, Estate Planning, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Mutual Funds, Investments, Fixed Income, Fund Of Funds, Securities, Investment Management, Financial Analysis

Education
Texas Tech University   1986 — 1990
BBA, Finance

Ansley Jones Ansley Jones Atlanta, Georgia Details
Ansley Jones's Atlantic Trust Experience June 2015 - Present
Job Summer Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   June 2015 - Present
PGi  May 2013 - July 2013

Skills
Writing, Microsoft Office, Microsoft Word, PowerPoint, Organization, Highly responsible, Multi Tasking, Dependable Team Player, Leadership, Time Management, Team-oriented, Learning Quickly, Eagerness to Learn, Timely Delivery, Computer/Technical..., Timely Decision Making, Motivated self-starter, Design, Social Media, Initiative, Research, Data Analysis, Respo, Always Punctual, Efficent, Problem Solving, Creativity Skills, Positive Team Player, Highly Ambitious, Microsoft Excel, Positive Energy, Reasoning Skills

Education
The University of Georgia   2012 — 2016
Finance & Risk Management/Insurance, Business/Commerce, General

University of Westminster
Business/Commerce, General

Ohm M. Srinivasan, CFA Ohm M. Srinivasan, CFA Greater Boston Area Details
Ohm M. Srinivasan, CFA's Atlantic Trust Experience September 2008 - Present
Job Managing Director, Portfolio Manager Hedge Funds
Industry Investment Management
Experience
Atlantic Trust   September 2008 - Present
Battersby Capital Management   August 2006 - September 2008
Cornerstone Trading LLC   January 2001 - August 2006
Nonprofit Enterprise at Work  June 2000 - December 2000

Skills
Risk Management, Volatility Arbitrage, Convertible Arbitrage, Mergers, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies, Fixed Income, Investments, Private Equity, Investment Management, Bloomberg, Trading, Investment Advisory, Capital Markets, Asset Management, Options

Education
University of Michigan   1995 — 2000
BS, Economics

East Lansing High School   1991 — 1995

Andrea Pascual Andrea Pascual Philadelphia, Pennsylvania Details
Andrea Pascual's Atlantic Trust Experience June 2014 - July 2014
Job Student at The Wharton School, University of Pennsylvania
Industry
Experience
The Wharton School  February 2014 - Present
Horizon Media  June 2015 - August 2015
Ivy Sports Symposium   February 2014 - April 2015
Atlantic Trust   June 2014 - July 2014

Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Photoshop, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Data Analysis, Leadership, Access, Management, Marketing, Event Planning

Education
University of Pennsylvania - The Wharton School   2013 — 2017
Bachelor's Degree, Management, Marketing

Marist School   2007 — 2013
High School

Ryan Hutchins Ryan Hutchins San Francisco Bay Area Details
Ryan Hutchins's Atlantic Trust Experience August 2012 - December 2012
Job CPA Pending paperwork
Industry Accounting
Experience
Deloitte Tax LLP  July 2014 - Present
Deloitte Tax LLP  January 2014 - April 2014
Global Financial Advisors  August 2012 - January 2013
Atlantic Trust   August 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints  September 2011 - December 2011
Northgate Capital  July 2010 - July 2011
The Church of Jesus Christ of Latter-day Saints  May 2009 - August 2009
Novogradac & Company LLP  June 2007 - August 2008

Skills
Microsoft Excel, Accounting, Bloomberg Terminal, VBA, Valuation, Team Leadership, PowerPoint, Financial Modeling, Analysis, Financial Analysis, Economics, Equity Valuation, Team-oriented, Business Development, Access, Financial Statements, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Research, US GAAP, Tax

Education
Santa Clara University - Leavey School of Business   2013 — 2013
Certificate of Advanced Accounting Program, Accounting, 3.96/4.0

Marriott School of Management at Brigham Young University   2008 — 2013
BS, Finance, 3.82/4.00

European Business   2011 — 2011
International Business, 4.0/4.0

Claire Bilkert Claire Bilkert Athens, Georgia Details
Claire Bilkert's Atlantic Trust Experience June 2014 - August 2014
Job International Marketing Specialist at UPS
Industry International Affairs
Experience
UPS  May 2015 - Present
Atlantic Trust   June 2014 - August 2014
TradeSecure, LLC  September 2013 - June 2014
Senator Johnny Isakson  May 2012 - June 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Event Planning, Social Media, Public Speaking, Research, Customer Service, Finance, Accounts Payable, Facebook, Leadership, Keynote, Problem Analysis, International Relations, Analysis, Policy Analysis

Education
The University of Georgia   2011 — 2015
Bachelor of Business Administration (BBA) & Bachelor of Arts, Management and International Affairs

GLOBIS Study Abroad (Summer 2013)
International Affairs and Business Law

Lassiter High School   2007 — 2011

Allison Ditzel Allison Ditzel Chicago, Illinois Details
Allison Ditzel's Atlantic Trust Experience January 2015 - Present
Job Associate Vice President, Senior Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   January 2015 - Present
Atlantic Trust   December 2012 - Present
Invesco Ltd.  January 2011 - December 2012
Mercer Investment Consulting  June 2008 - January 2011
Highland Associates; Birmingham, AL   June 2007 - August 2007

Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint

Education
University of Georgia - Terry College of Business   2004 — 2008
Banking and Finance

University of Innsbruck   2006 — 2006
Study Abroad

Episcopal High School   2000 — 2004

Daniel Coffey Daniel Coffey Greater Boston Area Details
Daniel Coffey's Atlantic Trust Experience July 2005 - Present
Job Senior Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   July 2005 - Present
State Street Bank  1998 - 2004

Skills
Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management

Education
University of Massachusetts, Amherst   1995 — 1998
BA

University of Rhode Island   1993 — 1995

Katie Bullen, CTFA Katie Bullen, CTFA Greater Boston Area Details
Katie Bullen, CTFA's Atlantic Trust Experience July 2011 - Present
Job Senior Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   July 2011 - Present
U.S. Trust, Bank of America Private Wealth Management   January 2010 - July 2011
JPMorgan Chase  January 2009 - January 2010
U.S. Department of the Treasury   May 2008 - August 2008

Skills
Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Portfolio Management

Education
Suffolk University - Sawyer School of Management   2011 — 2013
MBA, Finance

Boston University   2013 — 2014
Certificate in Financial Planning

Cannon Financial Institute   2013 — 2015
Trust School I, II, and III

Westfield State University   2005 — 2009
BA, Economics

Westfield State University   2005 — 2009
BS, Business Management

Corinne Kurucza Corinne Kurucza Greater New York City Area Details
Corinne Kurucza's Atlantic Trust Experience October 2001 - April 2005
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2005 - Present
Atlantic Trust   October 2001 - April 2005

Education
University of Virginia Darden School of Business   2005 — 2007
MBA

University of Pennsylvania   1997 — 2001
BA

Spencer Parker Spencer Parker San Francisco, California Details
Spencer Parker's Atlantic Trust Experience October 2014 - January 2015
Job Capital Markets
Industry Financial Services
Experience
Atlantic Trust   October 2014 - January 2015
Sutter Securities Incorporated  December 2009 - July 2014
Sutter Securities Incorporated  November 2008 - December 2009
Sutter Securities Incorporated  September 2007 - November 2008

Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, Community Outreach, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Fixed Income Portfolio..., Economic Research, Equity Research, Bloomberg, Bloomberg Terminal, CMBS, Agency MBS, Corporate Finance, Sovereign Debt, Sales Operations, Interest Rate Risk..., Interest Rate Swaps, Structured Products, Foreign Currency, LIBOR, High Net Worth..., BVAL, Equities, Portfolio Management, Finance, Investments, Analysis, Financial Analysis, Trading, Capital Markets, Securities

Education
University of San Francisco   2007 — 2012
B.S. and B.A., Finance and Economics, 3.72, Cum Laude

Junipero Serra High School   2001 — 2005
Juniperro Serra High School, High School

Siddharth Raghuraman Siddharth Raghuraman Nashville, Tennessee Details
Siddharth Raghuraman's Atlantic Trust Experience March 2011 - October 2012
Job MBA Candidate at Owen Graduate School of Management | Strategy | Finance
Industry Airlines/Aviation
Experience
American Airlines  October 2012 - June 2015
Atlantic Trust   March 2011 - October 2012
Atlantic Trust   July 2009 - February 2011

Skills
Excel, Outlook, PowerPoint, Market Research, Factset, Thomson One, IDS, Research, Financial Modeling, Microsoft Excel, Valuation, Financial Analysis, Portfolio Management, Management, Marketing, Strategy, Data Analysis, Thompson One, Analysis, Finance, Microsoft Office

Education
Vanderbilt University - Owen Graduate School of Management   2015 — 2017
Master of Business Administration (MBA), Strategy & Finance

The University of Texas at Austin   2004 — 2008
BA, Economics, Government (Double Major)

Alex Markarian Alex Markarian Greater San Diego Area Details
Alex Markarian's Atlantic Trust Experience July 2007 - August 2009
Job COO at Carpeteria Carpet One
Industry Retail
Experience
Carpeteria Carpet One   March 2011 - Present
Carpeteria Floor & Home   August 2009 - March 2011
Floorsonly.com   August 2009 - January 2011
Atlantic Trust   July 2007 - August 2009
Ogilvy & Mather  July 2006 - September 2006

Skills
Marketing, Customer Service, Sales, Business Development, Market Research, Retail, New Business Development, Financial Modeling, Strategic Partnerships, Strategic Planning, Contract Negotiation, Strategy, Financial Analysis, Start-ups, Lead Generation, Entrepreneurship, Online Advertising, Marketing Strategy, Pricing, Market Analysis, Leadership, Team Leadership, Cross-functional Team..., Management, Business Strategy, Social Media Marketing, Sales Process, Social Media, Competitive Analysis, Operations Management, Account Management, Negotiation, Online Marketing, Product Management

Education
University of California, Davis   2003 — 2007
B.A., Economics, Communications

Kevin Sheehy Kevin Sheehy Greater New York City Area Details
Kevin Sheehy's Atlantic Trust Experience May 2014 - August 2014
Job Investment Consulting Analyst at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey  July 2015 - Present
Atlantic Trust   May 2014 - August 2014
Rochester Wealth Management Group, LLC  August 2013 - March 2014
Excel Sports Management  June 2013 - August 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Analysis, Business Modeling, Wealth Management, Statistics, Bloomberg, Public Speaking, Investments, Research, Financial Analysis, Business Planning, Leadership, Teamwork, Portfolio Performance..., Customer Service, Finance, Portfolio Management

Education
University of Rochester   2011 — 2015

Chaminade High School   2007 — 2011
Diploma

Amie Hershberger Amie Hershberger Austin, Texas Area Details
Amie Hershberger's Atlantic Trust Experience 2005 - Present
Job Associate Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   2005 - Present
Constellation NewEnergy  2005 - 2005

Skills
Wealth Management, Relationship Management, Hedge Funds, Investments, Investment Management, Alternative Investments, Securities, Equities, Mutual Funds, Financial Services, Asset Management, Business Development, Retirement

Education
The University of Texas at Austin   2001 — 2003
Certification, Early Childhood Education

The University of Texas at Austin   1996 — 2000
BA, Government

Carolyn Meske Carolyn Meske Greater Denver Area Details
Carolyn Meske's Atlantic Trust Experience April 2004 - August 2005
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   October 2010 - Present
Bernstein Global Wealth Management  September 2005 - August 2010
Atlantic Trust   April 2004 - August 2005
Mellon  October 2002 - March 2004
Neuberger Berman  January 1991 - September 2002

Skills
Investments, Insurance, Asset Allocation, Wealth Management..., Securities, Retirement Plan..., Relationship Management

Education
University of California, Berkeley - Walter A. Haas School of Business   1994 — 1997
MBA

University of Wisconsin-Madison
BA, Communication Arts

Alan Fields Alan Fields Greater Boston Area Details
Alan Fields's Atlantic Trust Experience Chariman of the Executive CommitteeHarbor Capital ManagementJune 1979 - June 2003
Job Managing Director Atlantic Trust
Industry Investment Management
Experience
atlantic trust   Chariman of the Executive CommitteeHarbor Capital ManagementJune 1979 - June 2003

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1964 — 1965

Jeffrey Buck, CFA Jeffrey Buck, CFA Greater Atlanta Area Details
Jeffrey Buck, CFA's Atlantic Trust Experience September 1999 - February 2003
Job Principal at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company  March 2011 - Present
Alpha Capital Management  November 2006 - November 2010
Wilmington Trust Investment Management   February 2005 - November 2006
Homrich Berg  February 2003 - February 2005
Atlantic Trust   September 1999 - February 2003
Alex. Brown & Sons   January 1992 - May 1997

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income

Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics

Don Ogle Don Ogle Greater Denver Area Details
Don Ogle's Atlantic Trust Experience Managing DirectorAtlantic Trust Private Wealth Management2004 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   Managing DirectorAtlantic Trust Private Wealth Management2004 - Present

Education
University of Illinois at Urbana-Champaign   1974 — 1978

Scott Caven Scott Caven Houston, Texas Area Details
Scott Caven's Atlantic Trust Experience Managing DirectorAtlantic Trust Private Wealth Management2003 - Present
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   Managing DirectorAtlantic Trust Private Wealth Management2003 - Present
Atlantic Trust - Invesco   2003 - Present
Goldman Sachs  March 1969 - December 2001

Skills
Equities, Investments, Investment Management, Private Equity, Securities, Financial Analysis, Asset Management, Alternative Investments, Management, Investment Strategies, Mergers & Acquisitions, Series 7, Portfolio Management, Asset Managment, Due Diligence, Strategic Planning, Valuation, Fixed Income

Education
The University of Texas at Austin   1960 — 1967

Erika Valle Erika Valle San Francisco Bay Area Details
Erika Valle's Atlantic Trust Experience October 2009 - May 2011
Job Sr. Client Relationship Associate at Capital Group
Industry Financial Services
Experience
Capital Group  May 2011 - Present
Atlantic Trust   October 2009 - May 2011
Capital Group  April 2008 - July 2009
Capital Group  November 2007 - April 2008
Capital Group  September 2005 - September 2007
Hovan Capital Management LLC   May 2004 - May 2005

Education
Tecnológico de Monterrey   1998 — 2003

Courtney Kotulak Courtney Kotulak Baltimore, Maryland Area Details
Courtney Kotulak's Atlantic Trust Experience February 2010 - March 2010
Job Executive Assistant
Industry Executive Office
Experience
Levin Group  January 2012 - Present
Silberstein Insurance Group  March 2010 - August 2011
Atlantic Trust   February 2010 - March 2010
Watermark Property Group, LLC   August 2008 - February 2010
Coldwell Banker Residential Brokerage  November 2004 - May 2008
Consumer Source, Inc.   November 1999 - November 2004
Greater Baltimore Medical Center  January 1994 - November 1999

Skills
Outlook, Coordination, Office Equipment, Marketing, Customer Service, Budget, Microsoft Excel, Human Resources, Office Management, PowerPoint, Strategic Planning, Microsoft Word, Visio, MS Project, Project Management, Executive..., Budgets, Event Planning, Management, Sales, Leadership, Administrative..., Office Administration, Administration, Microsoft Office

Education
Towson University
Mass Communications

Chase Frock Chase Frock Austin, Texas Area Details
Chase Frock's Atlantic Trust Experience August 2007 - February 2009
Job Trader/Senior Associate at Yacktman Asset Management
Industry Investment Management
Experience
Yacktman Asset Management   December 2011 - Present
Yacktman Asset Management   October 2009 - December 2011
Atlantic Trust   August 2007 - February 2009

Education
The University of Texas at Austin   2003 — 2007
BBA, Finance

The University of Texas at Austin - Red McCombs School of Business   2003 — 2007
BBA, Finance

UNSW Australia   2006 — 2006
Finance

Kathleen Neumann, CFA Kathleen Neumann, CFA Washington D.C. Metro Area Details
Kathleen Neumann, CFA's Atlantic Trust Experience February 1999 - October 2004
Job President at TAMRO Capital Partners LLC
Industry Investment Management
Experience
TAMRO Capital Partners LLC   October 2004 - Present
Atlantic Trust   February 1999 - October 2004
Riggs Bank  1995 - 1999

Education
The George Washington University
MBA, Finance and Investments

University of Maryland College Park
BA, Economics

Kira Pistello Kira Pistello Greater Chicago Area Details
Kira Pistello's Atlantic Trust Experience December 2005 - March 2008
Job Vice President
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management  March 2008 - Present
Atlantic Trust   December 2005 - March 2008

Education
University of Illinois at Urbana-Champaign   2001 — 2005
B.A., Anthropology, Classical Civilization Archaeology

Kimberly Keaton Kimberly Keaton Greater Denver Area Details
Kimberly Keaton's Atlantic Trust Experience April 2010 - Present
Job Associate Vice President
Industry Financial Services
Experience
Atlantic Trust   April 2010 - Present
Lockton Companies  June 2009 - April 2010
Strategic Financial Partners  March 2007 - June 2009
Wells Fargo  September 2006 - March 2007
HomeWatch International   August 2005 - September 2006
Big Brothers Big Sisters of Colorado  June 2003 - August 2005

Skills
Business Development, Management, Portfolio Management, Mutual Funds, Investments, Sales, Analysis, Equities, Alternative Investments, Recruiting, Start-ups, Marketing, Insurance

Education
University of Central Oklahoma
BA

Patricia Bannan Patricia Bannan Greater Boston Area Details
Patricia Bannan's Atlantic Trust Experience January 2007 - Present
Job Member, Dean's Executive Advisory Board at UNH, Whittemore School of Business
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management  January 2007 - Present
Atlantic Trust   January 2007 - Present
Evergreen Investments  1999 - 2005
Prudential Investments  1996 - 1998
Phoenix Investment Partners  1982 - 1995

Education
University of New Hampshire   1979 — 1982
BS, Business Administration

University of New Hampshire -- Peter T. Paul College of Business and Economics   1979 — 1982
BS, Business Admin

Samuel Bass Samuel Bass Greater Chicago Area Details
Samuel Bass's Atlantic Trust Experience 1998 - 2007
Job Paralegal at Kodner Associates
Industry Financial Services
Experience
Kodner Associates   August 2010 - November 2014
Atlantic Trust/Stein Roe Investment Counsel   1998 - 2007
Atlantic Trust   1998 - 2007
Hotchkiss Associates Investment Counsel   June 1986 - November 1997

Skills
Securities, Museums, Mutual Funds, PowerPoint, Microsoft Excel, Equity Research, Outlook, Hedge Funds, Microsoft Office

Education
University of Illinois at Chicago   1979 — 1982
Undergraduate Degree, Economics and Accounting

Dee Ann Schedler Dee Ann Schedler Washington D.C. Metro Area Details
Dee Ann Schedler's Atlantic Trust Experience December 2004 - Present
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust   December 2004 - Present
Atlantic Trust Private Wealth Management  2004 - Present
SunTrust Bank  2000 - 2004
Riggs Bank  1997 - 2000
ASB Capital Management  August 1989 - February 1999

Education
The University of Texas at Austin   1983 — 1987
BA, Government

Alan Donovan Alan Donovan Greater Boston Area Details
Alan Donovan's Atlantic Trust Experience April 2010 - April 2012
Job Investor Reporting at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC  April 2012 - Present
Atlantic Trust   April 2010 - April 2012
Atlantic Trust   February 2005 - April 2010
State Street  July 2003 - February 2005

Education
University of Adelaide
Bachelor of Commerce, Accounting

University of Adelaide
Bachelor of Economics, Economics

Crystal Herring Crystal Herring Raleigh-Durham, North Carolina Area Details
Crystal Herring's Atlantic Trust Experience July 2007 - March 2013
Job Domestic Engineer
Industry Financial Services
Experience
Atlantic Trust   July 2007 - March 2013

Skills
Cash Management, Client Services, Client Liaison, Client Development, Marketing, Administrative..., Office Administration, Executive..., Travel Management, Expense Reports, Asset Management, Client Relationships...

Education
The Community College of Baltimore County   1999 — 2002
Associate's Degree, Business Administration and Management, General

Richard Havey Richard Havey Greater Denver Area Details
Richard Havey's Atlantic Trust Experience September 1999 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   September 1999 - Present
Atlantic Trust - Private Wealth Management (Denver)   1999 - Present
Atlantic Trust Private Wealth Management  1999 - Present
United Bank of Denver/Norwest/Wells Fargo   1985 - 1999

Education
University of Illinois at Urbana-Champaign - College of Business   1977 — 1981
BS, Finance

Lynda F. Wozniak Lynda F. Wozniak San Francisco Bay Area Details
Lynda F. Wozniak's Atlantic Trust Experience 2000 - 2015
Job Skilled Global Retail Specialist
Industry Information Technology and Services
Experience
Atlantic Trust   2000 - 2015
Atlantic Trust   2000 - 2015
TOSHIBA Global Commerce Solutions, Inc  September 2008 - April 2014
CTG  August 2007 - April 2014
IBM Corporation  February 1966 - June 2007

Skills
Solution Selling, Sales Enablement, Channel, Change Management, Enterprise Software, IT Service Management, Business Analysis, Cloud Computing, Account Management, Vendor Management, IT Strategy, Integration, Business Intelligence, Strategy, SaaS, Team Leadership, Direct Sales, Program Management, Start-ups, New Business Development, Business Strategy, Management, Leadership, Go-to-market Strategy, Outsourcing, Selling, Professional Services, Strategic Partnerships, Pre-sales, Sales Management, Cross-functional Team..., Business Alliances, Product Management, Sales, Process Improvement, IT Outsourcing, Project Management, Business Development, Business Process...

Education
University of California, Berkeley   1960 — 1964
Bachelor of Science (BS), Business Administration and Management, General

Brian Blank Brian Blank Greater Chicago Area Details
Brian Blank's Atlantic Trust Experience July 2005 - Present
Job Finance Manager (FP&A) Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   July 2005 - Present
RBC Capital Markets  2004 - June 2005
RBC Wealth Managment  February 2002 - 2004
Northwest Airlines  August 2001 - October 2001

Skills
Financial Modeling, Accounting, Valuation, Private Equity, Wealth Management, Strategic Financial..., Variance Analysis, Finance, Financial Reporting, Due Diligence, Financial Analysis, Strategic Planning, Cash Flow, Account Reconciliation, Managerial Finance, Analysis, Forecasting, Financial Planning

Education
University of Iowa   1996 — 2001
BBA

Fernanda Felisberto Fernanda Felisberto Greater Boston Area Details
Fernanda Felisberto's Atlantic Trust Experience July 2013 - Present
Job Senior Investment Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   July 2013 - Present
Atlantic Trust   June 2011 - Present
Atlantic Trust   May 2010 - May 2011

Skills
Wealth Management, Microsoft Excel, Alternative Investments, Brazilian Portuguese, Investments, PowerPoint

Education
Suffolk University - Sawyer Business School   2007 — 2011

Watertown High

Amanda (Engle) Garvey, CFP® Amanda (Engle) Garvey, CFP® Greater Denver Area Details
Amanda (Engle) Garvey, CFP®'s Atlantic Trust Experience 2012 - Present
Job Investment Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   2012 - Present
AMG National Trust Bank  2010 - June 2012
Atlantic Trust   May 2008 - August 2010
The Ayco Company, L.P.   August 2007 - May 2008

Skills
Budgets, Data Analysis, Due Diligence, Finance, Variance Analysis, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Corporate Finance, Strategic Financial...

Education
University of Colorado Boulder   2001 — 2005
MS, BSBA, Accounting, Finance

Teresa Kuhn Teresa Kuhn Baltimore, Maryland Area Details
Teresa Kuhn's Atlantic Trust Experience January 2002 - August 2003
Job HR Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  June 2012 - Present
T. Rowe Price  December 2006 - June 2012
T. Rowe Price  August 2003 - December 2006
Atlantic Trust   January 2002 - August 2003
Brown Asset Management   1992 - 1997

Skills
Management, Microsoft Excel, Outlook, PowerPoint, Investments, Onboarding, PeopleSoft, Workday

Education
University of Baltimore
Bachelor of Arts (B.A.), Human Resources / Finance

Simon Elkins Simon Elkins Greater Boston Area Details
Simon Elkins's Atlantic Trust Experience May 2014 - Present
Job Analyst at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   May 2014 - Present
BNY Mellon  August 2012 - May 2014
My Perfect Gig, Inc.   June 2008 - June 2009

Skills
Economics, Visual Basic, VBA, Microsoft Excel, Economic Research, Microsoft Office, PowerPoint, System Configuration, Politics, Regulatory Compliance, Legal Compliance, Investments, HTML, Communication, Qualitative Research, Quantitative Research, Research, At Multitasking, Strategic Business..., Macroeconomics, Microeconomics, Financial Analysis, Financial Modeling, Analytical Modelling

Education
The University of Edinburgh   2011 — 2012
Study Abroad, Economics

University of Southern California   2008 — 2012
BA, Economics/Political Science

Brian Macnish Brian Macnish Greater New York City Area Details
Brian Macnish's Atlantic Trust Experience August 2003 - July 2006
Job Managing Principal at Craven Capital LLC
Industry Financial Services
Experience
Craven Capital LLC   February 2012 - Present
BBL Churchill Group Inc   2011 - 2015
Deutsche Bank  March 2010 - February 2012
Wilmington Trust  October 2006 - January 2010
Atlantic Trust   August 2003 - July 2006
Merrill Lynch  April 1997 - June 2003

Skills
Trust & Estates attorney, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Securities, Equities, Asset Managment, Investment Advisory, Risk Management, Trust, Estate Law, Alternative Investments, Due Diligence, Asset Management, Private Equity, Investments, Strategy, Hedge Funds, Estate Planning, Financial Services, High Net Worth..., Capital Markets, Investment Management, Fixed Income, Family Office, Investment Strategies, Private Banking, Mutual Funds, Structured Finance, Wealth, Investment Banking, Financial Advisory, Emerging Markets, Structured Products, Bonds, Derivatives, Series 63, Valuation, Investor Relations, Trading, Financial Markets, Private Placements

Education
The University of Queensland   1973 — 1976
Bachelor of Laws (LL.B.), Law, Graduated from the half of the class that made the other half look good!

Brisbane Grammar School   1971 — 1972

Justin Amico Justin Amico Greater Boston Area Details
Justin Amico's Atlantic Trust Experience August 2007 - Present
Job Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust   August 2007 - Present
State Street Global Advisors  2003 - 2007

Skills
Equities, Asset Management, Mutual Funds, Asset Allocation

Education
St. Lawrence University   1995 — 1999
Government & Economics

Adrian Moravcsik, CFA Adrian Moravcsik, CFA San Francisco Bay Area Details
Adrian Moravcsik, CFA's Atlantic Trust Experience March 2004 - August 2006
Job former Managing Director for national HNW private corp...seeking new challenge
Industry Investment Management
Experience
independent wealth manager   January 2009 - Present
Atlantic Trust   March 2004 - August 2006
Stein Roe Investment Counsel  March 1996 - March 2004
Bailard, Inc. nee Bailard, Biehl & Kaiser   March 1982 - March 1992

Skills
holistic wealth..., Estate Planning, Personal Tax Planning, strategic asset..., business succession..., Concentrated Stock..., Multi-generational..., option exercise..., Tactical Asset..., Alternative Investments

Education
Stanford University   1977 — 1981
BA, Political Science, Economics, Law

Stanford University   1977 — 1981
BA, Political Science and Government

Langston Turner Langston Turner Houston, Texas Details
Langston Turner's Atlantic Trust Experience April 2003 - May 2010
Job Director Private Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  2010 - Present
Texas Tech Endowment   2007 - Present
Atlantic Trust   April 2003 - May 2010
Goldman Sachs  May 2001 - April 2003

Education
The University of Texas at Austin - The Red McCombs School of Business   1999 — 2001
MBA, Finance

Vanderbilt University   1991 — 1995
BA, History

Brian Boushka Brian Boushka Dallas, Texas Details
Brian Boushka's Atlantic Trust Experience May 2014 - June 2014
Job Financial Analyst Intern at Dormeo North America
Industry Investment Banking
Experience
Dormeo North America   Summer AnalystDenali Asset ManagementJuly 2014 - August 2014
Atlantic Trust   May 2014 - June 2014

Skills
Problem Solving, Leadership, Work Ethic, People Skills, Data Analysis, Financial Analysis, Corporate Finance, Financial Modeling

Education
Southern Methodist University   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General

Southern Methodist University - Cox School of Business

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