Atlantic Trust Company

Description

Founded: 1923 Parent organization: Atlantic Trust Group, LLC

Atlantic Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlantic Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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

Employee
Years
Job
Industry
Johanna Ameche Johanna Ameche Cleveland/Akron, Ohio Area Details
Johanna Ameche's Atlantic Trust Company Experience October 2007 - June 2011
Job Campaign Manager at Oracle
Industry Marketing and Advertising
Experience
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

Shannon Webb Shannon Webb Greater Boston Area Details
Shannon Webb's Atlantic Trust Company Experience 2000 - 2002
Job Trust Client Service Administrator at Ropes and Gray
Industry Financial Services
Experience
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

Liza Connelly Liza Connelly Greater Boston Area Details
Liza Connelly's Atlantic Trust Company Experience September 2013 - September 2014
Job Vice President at Boston Private Bank & Trust Company
Industry Investment Management
Experience
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

Mark Stromberg Mark Stromberg Greater Denver Area Details
Mark Stromberg's Atlantic Trust Company Experience June 2002 - November 2003
Job Independent Sales Director at McGibbon Asset Management
Industry Investment Management
Experience
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

Elizabeth L. DeLaitsch, CFP® Elizabeth L. DeLaitsch, CFP® Greater Boston Area Details
Elizabeth L. DeLaitsch, CFP®'s Atlantic Trust Company Experience 2005 - Present
Job Vice President at Atlantic Trust Company
Industry Financial Services
Experience
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

Carol Milligan Carol Milligan Greater Boston Area Details
Carol Milligan's Atlantic Trust Company Experience September 2002 - May 2008
Job Senior Manager, Operations & Risk at Sokolove Law LLC
Industry Legal Services
Experience
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

Sean Brophy Sean Brophy Greater Boston Area Details
Sean Brophy's Atlantic Trust Company Experience October 2007 - Present
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

Sharon Hamel Sharon Hamel Greater Boston Area Details
Sharon Hamel's Atlantic Trust Company Experience 2001 - Present
Job Sr. Vice President at Atlantic Trust Company
Industry Financial Services
Experience
Atlantic Trust Company   2001 - Present
TIAA-CREF  2001 - 2002
The Boston Company  1986 - 2001

Education
Anna Maria College   1980 — 1984
BA

Jennifer (Pasch) Trabucco Jennifer (Pasch) Trabucco Greater Boston Area Details
Jennifer (Pasch) Trabucco's Atlantic Trust Company Experience December 2005 - Present
Job Operations Supervisor at Atlantic Trust Company
Industry Investment Management
Experience
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

Jonathan Kadish Jonathan Kadish Greater New York City Area Details
Jonathan Kadish's Atlantic Trust Company Experience March 2003 - Present
Job managing Director at Atlantic Trust Company
Industry Financial Services
Experience
Atlantic Trust Company   March 2003 - Present
Bessemer Trust  November 1988 - February 2003

Education
Rutgers University-New Brunswick   1981 — 1985
BA, Economics

Cathy Schnaubelt Cathy Schnaubelt United States Details
Cathy Schnaubelt's Atlantic Trust Company Experience April 2013 - Present
Job Senior Wealth Strategist at Atlantic Trust Company
Industry
Experience
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

Gail Best Gail Best Halifax, Canada Area Details
Gail Best's Atlantic Trust Company Experience January 1980 - March 1991
Job Sales Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
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