Atlantic Trust Company
Founded: 1923 Parent organization: Atlantic Trust Group, LLC
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15 Atlantic Trust Company employees in database. Find out everything there's to know about Atlantic Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Atlantic Trust Company Employees
Oracle July 2013 - August 2015
AMP Agency October 2012 - July 2013
Atlantic Trust Company October 2007 - June 2011
Skills
Market Research, Marketing Strategy, Digital Marketing, Marketing Communications, Leadership, Facebook
Education
Emerson College 2011 — 2012
MA, Global Marketing Communication & Advertising
Fairfield University 2003 — 2007
BS, Finance
Ropes and Gray May 2015 - Present
UBS Financial Services, Inc. March 2012 - April 2015
Silver Bridge Advisors 2010 - 2011
Estabrook and Chamberlain Inurance Agency 2003 - 2004
TFC Financial Mangement 2002 - 2003
Atlantic Trust Company 2000 - 2002
Atlantic Trust Company 2000 - 2000
Atlantic Trust Company 1999 - 2000
Atlantic Trust Company 1997 - 1999
BNY Mellon 1996 - 1997
Education
Bridgewater State College 1992 — 1996
BS, Psychology
Boston Private October 2014 - Present
Atlantic Trust Company September 2013 - September 2014
Rackemann, Sawyer & Brewster July 2010 - September 2013
Deutsch Williams November 2007 - April 2010
Law Office of Robert G. Wilson May 2006 - August 2006
Arendt & Medernach June 2005 - August 2005
Brown Brothers Harriman August 1992 - August 2004
Skills
Estate Planning, High Net Worth..., Trusts, Financial Services, Wills
Education
Boston University School of Law 2008 — 2010
LL.M., Tax
Suffolk University Law School 2004 — 2007
JD, Law
Miami University 1985 — 1989
B.A., English Literature / Minor in Medieval Studies
University School Milwaukee 1982 — 1985
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
Atlantic Trust Company 2005 - Present
Hale and Dorr Capital Management LLC, Boston, MA August 2004 - December 2005
Fiduciary Trust Company International, New York, New York June 2000 - August 2004
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Equities, Wealth Management, Investments, Investment Management, Wealth Management..., High Net Worth..., Relationship Management, Investment Strategies
Education
Bryant University 2009 — 2011
Certificate of Financial Planning, Financial Planning and Services
Alfred University 1996 — 2000
BA, Spanish, Business
Sokolove Law LLC January 2012 - Present
Sokolove Law May 2008 - December 2011
Atlantic Trust Company September 2002 - May 2008
Corporate Insights & Development May 2001 - May 2002
Skills
PowerPoint, Visio, Transcription, Microsoft Excel, Leadership, Outlook, Microsoft Word, Training, Customer Service, Operations Management, Marketing, Data Analysis, Cognos, Project Management
Education
Babson College 2005 — 2009
MBA
Agnes Scott College 1997 — 2001
BA, Psychology
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
Atlantic Trust Company 2001 - Present
TIAA-CREF 2001 - 2002
The Boston Company 1986 - 2001
Education
Anna Maria College 1980 — 1984
BA
Atlantic Trust Company December 2005 - Present
Investors Bank & Trust July 2001 - December 2005
Skills
Alternative Investments, Bloomberg, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor's, Finance
Atlantic Trust Company March 2003 - Present
Bessemer Trust November 1988 - February 2003
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics
Atlantic Trust Company April 2013 - Present
Wells Fargo Private Bank October 2007 - April 2013
Strasburger & Price, LLP July 2004 - October 2007
Avatar Associates, LLC August 2001 - July 2004
Woodard, Hall & Primm, PC May 1989 - August 2001
Axel Johnson E&P Corp March 1983 - December 1988
Skills
Estate Planning, Wealth, Wealth Management..., Small Business, Financial Services, Estate Law, Entrepreneurship, Business Planning, Management, Relationship Management, Family Office, Private Equity, Due Diligence
Education
South Texas College of Law 1986 — 1988
Juris Doctorate, Law, Magna Cum Laude
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021