Bank of America-US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
Bank of America-US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America-US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America-US Trust Employees
HSBC Global Banking and Markets September 2014 - Present
Barclays Bank May 2008 - December 2013
Bank of America -US Trust October 2006 - May 2008
Ernst & Young LLP 2004 - 2006
Deutsche Bank 1993 - 2004
Skills
Operational Risk, Risk Management, Fixed Income, Equities, Internal Audit, Risk Assessment, Commodity, Prime Brokerage, Emerging Markets, Management, Financial Risk, Operational Risk..., Enterprise Risk..., Investment Banking, Derivatives, Capital Markets, Banking, Business Analysis, Wealth Management, Sarbanes-Oxley Act, Financial Services, AML, Business Transformation, Credit Risk, Internal Controls, Market Risk, Sarbanes-Oxley, Anti Money Laundering
Education
City University of New York
PepsiCo - Frito Lay March 2014 - Present
PepsiCo - Frito Lay July 2012 - March 2014
Bank of America, US Trust June 2011 - August 2011
Kimbell Art Museum August 2010 - December 2010
Interstate Batteries May 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, Academic Achievement, Public Speaking
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BS, Finance and Marketing
Bank of America US Trust June 2013 - Present
Massachusetts Supreme Judicial Court September 2002 - August 2003
Massachusetts Trial Court September 2001 - August 2002
Jesuit Volunteers: International August 1992 - August 1994
Skills
Courts, Hearings, Legal Writing, Legal Research, Document Review, Legal Issues, Research, Trusts, Legal Compliance, Editing
Education
Boston College Law School
Juris Doctor
Boston College
Bachelor of Arts (B.A.), English
Bank of America - U.S. Trust September 2014 - Present
Concessions International LLC 2013 - 2014
Bank of America 2005 - 2012
Bank of America 2005 - 2008
Consolidated Container Company, LLC 2002 - 2005
Wachovia Bank 1997 - 2002
Skills
Microsoft Office, MS Office Suite, IEX TotalView, Hyperion Performance..., Corporate Management..., Platinum, ADP, Secretariat, Westlaw, LexisNexis, DOCSOPEN, Microsoft Excel, Microsoft Word, MS Project, PowerPoint, Access, OneNote, Live Meeting, TotalView, Emergency Notification..., ENACT, Living Disaster..., LDRPS, Lotus Notes, Visio, SharePoint, SharePoint Designer, Wordperfect, Legal Research, Project Managers, Multiple Project..., Project Communications, Projects, Project Management, Business Continuity, Business Continuity..., Business Process, Process Improvement, Process Writing, PMBOK, Project Metrics, Disaster Recovery
Education
Southern Polytechnic State University 2013 — 2013
PPM Certificate, Professional Project Management
Keller Graduate School of Management of DeVry University 2000 — 2002
Master of Business Administration (MBA), Finance, General
UCLA Anderson School of Management September 2013 - June 2015
Ernst & Young June 2014 - August 2014
Bank of America - US Trust June 2012 - May 2013
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America - U.S. Trust July 2009 - July 2010
Bank of America - Wealth Management Banking July 2008 - July 2009
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Florida International University - College of Business Administration 2003 — 2007
Bachelor of Business Administration (BBA)
U.S. Trust 2013 - Present
Bank of America, U.S. Trust May 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Wealth Management, Wealth, Investment Management, Alternative Investments, Public Speaking, Social Media, Research
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Government and Law
Garden City High School 2005 — 2009
Bank of America - US Trust November 2011 - Present
Seterus, Inc. September 2010 - November 2011
7-Eleven June 2010 - September 2010
Starbucks Coffee Company September 2007 - June 2010
REMAX Equity Group, Inc. October 2006 - February 2008
Skills
Sales, Customer Service, Banking, Team Building, Outlook, Training, Marketing, Leadership, Management, Strategic Planning, Software Documentation, Finance, Strategy, Real Estate, Portfolio Management, Loss Mitigation, Mortgage Banking, Financial Analysis, Credit, Budgets, Inventory Management, Forecasting, Project Management, Mortgage Lending, Coaching, Loans, Microsoft Office, Corporate Finance
Education
Pacific University 2014 — 2015
Master of Business Administration (MBA)
Pacific University 2013 — 2014
Master of Science (MS), Finance, 3.86
Western Oregon University 2003 — 2006
Bachelor of Science, Business, Marketing, Entreprenuership
University of Oregon 2001 — 2003
Bank of America, US Trust July 2012 - Present
Bank of America, Merrill Lynch July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Delaware National Bank of Delhi June 2008 - August 2009
Skills
Financial Accounting, Private Banking, Wealth Management..., Financial Structuring, Financial Projection, Presentation Design, Presentation Production, Economic Forecasting, Economic Planning, Project Management, Microsoft Applications, Essbase, Banking, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (MBA), Corporate Finance
University of Delaware 2007 — 2011
Bachelor of Science (BS), Economics and Finanace
Bond University 2009 — 2010
Study Abroad, Business Administration and Management, General
Bank of America June 2010 - Present
Bank of America -US Trust April 2008 - June 2010
Bank of America April 2004 - April 2008
FleetBoston Financial - Private Clients Group January 1998 - April 2004
Fleet Financial Private Clients Group January 1995 - January 1998
Federal Deposit Insurance Corporation July 1992 - January 1995
Cambridgeport Bank February 1990 - June 1992
Bank of New England July 1987 - July 1989
Skills
Credit, Risk Management, Loans, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit, Private Banking, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, Loss Mitigation
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Economics
St. John' s High School Shrewsbury, MA 1977 — 1981
High school honors, High honors
BNY Mellon Wealth Management September 2015 - Present
Bank of America - U.S. Trust October 2013 - August 2015
Wilmington Trust Wealth & Institutional Services - division of M&T Bank May 2004 - October 2013
Wachovia Wealth Management, Inc. December 2001 - May 2004
Merrill Lynch May 1997 - December 2001
U.S. House of Representatives, Small Business Committee, Congresswoman Jan Meyers, Chair 1995 - 1996
Skills
Wealth Management, Portfolio Management, Financial Advisory, Banking, Investments
Education
The George Washington University 1995 — 1996
GSPM
Pepperdine University 1991 — 1995
BA
Piarist Order August 2014 - Present
Wells Fargo October 2013 - March 2014
Wells Fargo February 2012 - September 2013
Bank of America November 2011 - January 2012
Pollo Campeon Restaurant October 2010 - August 2011
Bank of America - US Trust June 2010 - August 2010
Bank of America August 2008 - June 2009
Skills
Finance, Loans, Banking, Investments, Business Development, Wealth Management, Mortgage Lending, FHA, Portfolio Management, Credit Risk, Strategic Planning, Credit Analysis, Investment Management, Wealth Management..., Non-profit Volunteer, Credit
Education
Pontificia Universidad Católica de Puerto Rico 2014 — 2018
Master's Degree, M.Ed. in Administration and Supervision
University of North Carolina at Chapel Hill 2009 — 2011
Bachelors of Arts, Economics
UNCG Bryan School of Business & Economics 2007 — 2009
Pre-Business Administration, Pre-Business
Western Guilford High School 2004 — 2007
High School
Algarrobos 2002 — 2003
High School, Junior High/Intermediate/Middle School Education and Teaching
Bank of America US Trust August 2013 - Present
Godiva Chocolatier December 2013 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Communication, Proficient Typing Skills, Filing, Due Diligence, Public Speaking
Education
Year Up 2013 — 2014
Finance, General
Cambridge College 2013 — 2017
Bachelor of Business Administration (BBA), Business Management
Massachusetts Bay Community College 2009 — 2010
Psychology
RCP Inc. October 2003 - Present
Bank of America - US Trust 1998 - Present
ISP Chemicals 1999 - 2003
Primatech inc. 1998 - 1999
Elf Atochem, North America (now Arkema) April 1996 - October 1998
Boston Private Bank 1994 - 1997
ARCO Chemical Company, Plastics (now NOVA Chemicals) & Petrochemicals (now Lyondell Bassell) November 1990 - April 1996
Huntsman Chemical Corporation, Rome, Georgia June 1988 - January 1990
FELDSPAR CORPORATION 1982 - 1986
Skills
Petrochemical, Refinery, Operational Risk..., Process Hazard & Risk..., Pipelines, Process Engineering, Petroleum, Refining, Gas, Engineering, Energy Industry, Process Safety, Environmental Awareness, Oil/Gas, Natural Gas, Safety Management..., Energy, Oil & Gas
Education
University of Rhode Island 1977 — 1982
BSChE, Chemical Engineering
Loomis-Chaffee School, Windsor, CT 1973 — 1977
Legal Aid of NorthWest Texas April 2013 - Present
National Bankruptcy Services, LLC June 2012 - April 2013
Bank of America US Trust August 2011 - June 2012
Gent Law Firm April 2010 - May 2011
Daniel Shuman, M. D. Anderson Foundation Endowed Professor of Health Law May 2009 - May 2010
Skills
Legal Writing, Litigation, Westlaw, Bankruptcy, Courts, Legal Research, Legal Issues, Hearings, Trials
Education
Southern Methodist University 2008 — 2011
Juris Doctor
The University of Texas at Dallas 2004 — 2008
Bachelor of Arts, Criminology
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
Bank of America, U.S. Trust July 2013 - Present
Sarah L Huff May 2013 - November 2013
Dallas County Probate Court #2 March 2013 - May 2013
Dallas County Public Defender's Office June 2012 - November 2012
Tarrant County District Attorney's Office May 2011 - September 2011
Skills
Public Speaking, Legal Research, Criminal Law, Legal Writing, Community Outreach
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), General Business
Texas Wesleyan University School of Law 2010 — 2012
Doctor of Law (J.D.), Law
St. Edward's University 2007 — 2010
Bachelor of Arts (B.A.), Organizational Communication, General
Potter Fiduciary Services, Inc. June 2009 - Present
Bank of America U.S. Trust October 2005 - March 2009
US Bank August 1999 - October 2005
Skills
Wealth Management, Estate Planning, Finance, Trusts, Asset Management, Project Management, Wealth Management..., Accounting, Retirement Planning, Real Estate, High Net Worth..., Relationship Management
Education
Center for Guardianship Certification, Harrisburg, Pennsylvania 2014 — 2014
National Certified Guardian
Institute of Certified Bankers, American Bankers Assn. 2000 — 2000
Certified Trust & Financial Advisor
Portland State University 1985 — 1990
BS, Economics and liberal arts
A.G. Linett & Associates, PA March 2015 - Present
Wake County District Attorney's Office January 2015 - February 2015
Wake County Public Defender's Office January 2014 - April 2014
United States Bankruptcy Court for Chief Judge Randy D. Doub August 2013 - October 2013
Legal Aid of North Carolina: Battered Immigrant Project May 2013 - July 2013
Supreme Court of North Carolina for Associate Justice Newby January 2013 - May 2013
GlaxoSmithKline May 2012 - July 2012
Wells Fargo Private Bank May 2011 - August 2011
Bank of America U.S. Trust May 2010 - August 2010
Education
Campbell University, Norman Adrian Wiggins School of Law 2011 — 2014
Doctor of Law (J.D.)
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management
New York University March 2012 - Present
MF Global June 2011 - November 2011
MF Global June 2011 - August 2011
Bank of America, U.S. Trust August 2006 - September 2008
Education
UCL 2008 — 2010
M.A.
Charles University in Prague 2008 — 2010
M.A.
Franklin University Switzerland 2002 — 2006
Bachelor’s Degree
Chute March 2014 - Present
Flying Ventures, LLC July 2012 - Present
LeadGen Innovations, LLC November 2012 - February 2014
First Pioneer Properties August 2012 - February 2014
Bank Of America U.S. Trust May 2011 - August 2012
Bank of America June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, FactSet, Financial Analysis, Finance, Business Development, Start-ups, Research
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Riverdale Country School
Charles A. Frueauff Foundation, Inc. May 2006 - Present
Bank of America/ U.S. Trust December 1994 - May 2006
Education
St. John's University School of Law 1964 — 1967
JD, Law
Stonehill College 1960 — 1964
AB English, English Literature
US Trust Bank of America June 2014 - Present
Bank Of America US Trust June 2014 - Present
Prudential Securities 2000 - 2008
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Small Business Lending, Credit Risk, Mortgage Lending, Consumer Lending, Portfolio Management, Compliance, Regulatory Examinations, Lines Of Credit
Education
CUNY John Jay College of Criminal Justice 1990 — 1996
Bachelors of Science, Criminal Justice
City University of New York-John Jay College of Criminal Justice 1990 — 1996
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Sunbelt Rentals, Inc. August 2015 - Present
Chiquita March 2014 - Present
Higher One May 2011 - September 2013
Limpiex Cleaning Services May 2010 - April 2011
Bank of America-Home Loans May 2009 - July 2009
Bank of America-US Trust March 2008 - March 2009
Webster Bank October 2008 - February 2009
Wells Fargo-Mortgages October 2005 - July 2007
Wachovia, A Wells Fargo Company October 2002 - October 2005
Citigroup April 1989 - June 2002
Skills
Call Center, Customer Service, Access, Word, Team Building, Outlook, Financial Analysis, Supervisory Skills, Operations Management, Retail Banking, Call Centers, Financial Risk, Time Management, Software Documentation, Payroll, Teamwork, Financial Services, Credit, Credit Cards, Employee Training, Relationship Management, Loan Servicing, Microsoft Word, Banking, Mortgage Lending
Education
Gateway Community College 2011 — 2012
Certificate, Bookkeeping
Pace University
Took Accounting Courses, Accounting
Bank of America/ U.S. Trust July 2011 - Present
TexRock Land Service August 2010 - June 2011
Skills
Negotiation, Customer Service, Energy, Energy Industry, Petroleum, Oil/Gas, Supervisory Skills
Education
Tarleton State University
Bank of America, US Trust April 2013 - Present
Wells Fargo Private Bank July 2007 - April 2013
CommunityOne May 2006 - July 2007
Education
Campbell University
BBA, Trust and Investment Management
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - Present
Silver Bridge June 2008 - July 2013
Bank of America, US Trust April 2001 - May 2008
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Management
Education
Providence College
BS
National Outdoor Leadership School
Nine Chapters Capital Management May 2014 - Present
Akuna Capital March 2013 - April 2014
Bank of America U.S. Trust June 2010 - August 2010
White City Shopping Center LP June 2009 - August 2009
University of Washington June 2008 - August 2008
Skills
Python, Matlab, SAS, Quantitative Finance, Stata, Derivatives, Microsoft Office, Mathematics, C++
Education
Massachusetts Institute of Technology 2009 — 2012
Master of Science, Economics
Brown University 2006 — 2009
Master's Degree, Mathematics, 3.9/4
Bank of America U.S. Trust November 2013 - Present
ZAIS Group, LLC September 2012 - November 2013
Four Springs Capital LLC August 2011 - December 2011
Skills
Fixed Income, Venture Capital, Valuation, Private Equity, Investments, Leadership, Hedge Funds, Fixed-Income Securities, Technical Support, Bloomberg, Securities, Portfolio Management, Investment Management
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance
Monmouth University 2009 — 2013
Bachelor's Degree, Finance and International Business
Lorenzo de Medici: The Italian International Institute 2011 — 2011
Bachelor of Science with a concentration in Finance and International Business
Pantzer Properties May 2015 - Present
Bank of America U.S. Trust May 2012 - May 2013
Pico Quantitative Trading January 2012 - April 2012
Bank of America Merrill Lynch January 2010 - July 2011
Alliance Bernstein June 2008 - August 2008
Skills
Real Estate, Financial Modeling, Valuation, Real Estate Private...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Bessemer Trust May 2014 - Present
Bank of America, U.S. Trust November 2012 - May 2014
Bank of America Merrill Lynch June 2011 - November 2012
Bank of America Merrill Lynch December 2009 - June 2011
Merrill Lynch Trust Company August 2007 - December 2009
Grey Healthcare Group January 2006 - August 2007
Commmerce Bank 2005 - 2006
Skills
Account Management, Account Reconciliation, Writing, Editing, Operations Management, Project Management, Risk Management, Financial Services
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Management
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Law and Justice
Roselle Catholic High School 1996 — 2000
Bank of America US Trust May 2015 - Present
Sebonic Financial August 2013 - Present
Bank of America January 2010 - April 2013
Sophisticated Surfaces September 2008 - January 2010
Wilmington Finance December 2007 - August 2008
Decision One Mtg..HSBC June 2000 - December 2007
Skills
Mortgage Lending, FHA, Refinance, Loans, Mortgage Banking, First Time Home Buyers, Loan Origination, Investment Properties, Residential Mortgages, Real Estate, VA loans, USDA, FHA financing, Credit, Investments, Short Sales, Foreclosures, REO, Banking, Residential Homes
Education
University of South Carolina-Columbia 1988 — 1992
Bachelor's degree, Social Psychology
Bank of America US TRUST January 2008 - Present
US Trust May 2006 - December 2008
Education
Miami University 1997 — 2001
Bachelor of Science, Finance
Fox Chapel 1994 — 1997
Bank of America May 2013 - Present
Bank of America US Trust June 2012 - Present
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Microsoft Word, Analysis, Commercial Banking, Financial Analysis, Leadership, Microsoft Excel, Financial Modeling
Education
Texas Christian University 2008 — 2012
Bachelors, Finance
Bank of America U.S. Trust Private Wealth and Investment Management InternU.S. Trust Bank of AmericaMay 2014 - Present
JORDAN Caterers Design Event Planners May 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Customer Service, Social Networking, Facebook, Event Planning, Research, Management
Education
Providence College 2011 — 2015
BS, Finance, 2015
Xavier High School 2007 — 2011
ALLSTATE (EXPERIS) 2013 - Present
BRIDGEPORTFOLIO, INC. 2011 - 2013
ABN AMRO - LaSALLE BANK 2004 - 2010
BANK OF AMERICA - U.S. TRUST 2004 - 2010
MESIROW FINANCIAL 2002 - 2004
CAPITAL MANAGEMENT SELECT FUND, Ltd. 2000 - 2004
ABN AMRO ASSET MANAGEMENT 2001 - 2002
BANCA DI ROMA 1994 - 2000
Skills
Bloomberg Terminal, Advent, International Business, Reuters, Italian, Wealth Management, Investment, International Management, Investments, Lithuanian, Performance Measurement, GIPS, Axys, Moxy, APX, GIPS Compliance, Investment Performance, Hedge Funds, Investment Strategies, Mutual Funds, Trading, Asset Allocation, Equities, Portfolio Management, Bloomberg, Finance, Fixed Income, Asset Management, Investment Management, Financial Services, Analysis
Education
Boston University 1993 — 1994
Master of Science (M.Sc.)
Vrije Universiteit Brussel 1993 — 1994
Master of Science (M.Sc.)
Illinois Institute of Technology 1986 — 1992
Bachelor of Science (BSc)
IESE - UNIVERSIDAD DE NAVARRA
U.S. Trust June 2011 - Present
U.S. Trust February 2009 - June 2011
Bank of America - US Trust April 2008 - February 2009
Bank of America April 2004 - February 2009
Bank of America January 2000 - April 2004
Chicago Board of Trade 1996 - 1999
Skills
Asset Managment, Investments, Business Strategy, Strategy, Portfolio Management, Change Management, Financial Modeling, Corporate Finance, Financial Analysis, Program Management, Valuation, Leadership, Business Development, Finance, CRM, Mergers & Acquisitions, Asset Management, Due Diligence, Wealth Management..., Banking
Education
The University of Chicago - Booth School of Business 1997 — 2002
Master's degree, Finance/Strategy/Economics
Purdue University 1987 — 1991
BA, Economics
Bank of America, U.S. Trust September 2011 - Present
Bank of America, U.S. Trust January 2008 - September 2010
LaSalle Bank June 2006 - December 2007
North American Broadcasting Company Inc. May 2005 - August 2005
Skills
Event Management, Marketing, Event Planning, Project Management, Advertising, Marketing Communications, Social Media, CRM, Strategy
Education
University of Dayton 2002 — 2006
Bachelor of Science, Communications, Marketing
Dolan Capital Advisors, Inc June 2015 - Present
Davidson Capital June 2014 - June 2015
Bank of America, US Trust October 2010 - May 2014
Blend Design and Communications, LLC September 2010 - December 2013
Bank of America Merrill Lynch, Business Capital July 2007 - May 2010
LaSalle Bank July 2005 - June 2007
University of Dayton August 2003 - May 2005
Education
College for Financial Planning 2012 — 2013
Certification Professional Education Program, Financial Planning
University of Dayton 2003 — 2005
M.A., Postmodern American Literature
University of Dayton 1998 — 2002
B.A., Literature, Marketing
Bishop Watterson High School 1994 — 1998
Bank of America, U.S. Trust October 1994 - Present
Skills
Financial Analysis, Strategic Financial..., Portfolio Management, Loans, Asset Managment, Asset Based Lending, Wealth Management, Investment Strategies, Mortgage Lending, Investments, Mutual Funds, Credit, Consumer Lending, Hedge Funds, Commercial Banking, Banking, Estate Planning, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Securities, Series 63, Series 7, Wealth Management..., Trading
Education
Babson College
Bachelor of Science (BS), Finance, Investments, & Quantitative Methods
Suffolk University
Master of Business Administration (MBA)
Wells Fargo Private Bank 2009 - Present
Bank of America/ U.S. Trust August 1986 - April 2009
Skills
Portfolio Management, Investments, Banking, Credit, Risk Management, Asset Managment, Asset Management, Commercial Lending, Wealth Management, Financial Services, Relationship Management, Strategic Financial..., Mergers & Acquisitions, Mortgage Lending, Executive Management, Series 7, Finance, Customer Satisfaction, Private Equity, Financial Modeling, Due Diligence, Loans, Securities, Valuation, Financial Analysis, Mutual Funds, Credit Analysis, Investment Advisory, Asset Allocation, Wealth Management..., Alternative Investments, Equities, Venture Capital, Private Banking
Education
Rollins College
Bachelors, Political Science
First National Bank of Shelby December 2002 - Present
Bank of America- U.S. Trust August 2011 - December 2014
Skills
Wealth Management, Portfolio Management, Banking, Investments, Asset Management, Retirement Planning, Estate Planning, Investment Advisory, Financial Planning, Investment Management, Life Insurance, Long Term Care Insurance
Education
Campbell University 1994 — 1998
BB&T June 2014 - Present
SunTrust Bank June 2010 - May 2014
Bank of America - US Trust June 2006 - August 2010
Skills
Portfolio Management, Investment Management, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, Finance, Private Banking, Wealth Management..., Asset Management, Asset Allocation, High Net Worth..., Series 7, Mutual Funds, Equities, Investments
Education
Wharton School of Business 2008 — 2009
Campbell University 2004 — 2005
East Carolina University 1996 — 2000
PNC Wealth Management August 2012 - Present
Bank of America - U.S. Trust August 2007 - August 2012
Wachovia Wealth Management October 1999 - August 2007
Wachovia Bank September 1991 - September 1999
Education
Rider University 1994 — 1995
MBA, Finance
University of Delaware 1987 — 1991
BS, Finance
Novant Health Presbyterian Medical Center February 2014 - October 2014
BAYADA Home Health Care September 2013 - February 2014
Bank of America- US Trust June 2009 - February 2013
Raycom Sports June 2008 - August 2008
Citi- Smith Barney May 2007 - August 2007
Charlotte Regional Visitors Authority June 2006 - August 2006
Skills
Direct Patient Care, Quality Patient Care, BLS, Cpr Certified, Banking, Loans, Analysis, Financial Analysis, Marketing, Hospitals, Leadership, Healthcare
Education
Queens University of Charlotte 2013 — 2016
Bachelor's Degree, Nursing
Carolinas College of Health Sciences 2013 — 2014
Health Services/Allied Health/Health Sciences, General
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Business Administration
TD Wealth, Private Client Group 2012 - Present
Wells Fargo 2011 - 2012
Bangor Savings Bank 2009 - 2011
Bank of America, U.S. Trust 2003 - 2009
Skills
Investment Management, Consumer and Commercial..., SAFE NMLSR ID:813145, Soldier, Maine Army..., Portfolio Management, Banking, Financial Planning, Investments, Wealth Management, Strategy, Credit, Loans, Credit Analysis, Financial Services, Series 7, Series 66
Education
St. Joseph's College (ME)
MBA (candidate)
University of Maine
BA,AA
Bank of America, U.S. Trust August 2000 - Present
Associated Grant Makers 1995 - 2000
Education
Boston University 1986 — 1990
B.A. Music/Music Education, Vocal Performance, Communications
Bank of America, U.S. Trust August 2013 - Present
kor group August 2008 - August 2013
Weston Public Schools September 2007 - September 2008
Skills
InDesign, Social Media, Marketing, Marketing Communications
Education
Framingham State College 2008 — 2011
Master of Education (M.Ed.), Special Education and Teaching
Lasell College 2003 — 2007
BA, Elementary Education and Teaching
Wells Fargo July 2010 - Present
Bank of America-US Trust 2002 - 2009
M & I Bank (Richfield Bank & Trust Co.) 1988 - 2002
Education
University of South Florida
BA, Business Education
HIFCO Corp. 1983 - Present
Bank of America/ US Trust 2006 - 2009
Cohen & Company, Inc. 2001 - 2006
McLaughlin & Stern, LLP 1983 - 2001
Education
Columbia Law School 1974 — 1977
J.D., Law
MIT 1969 — 1973
B.S., Computer Science and Management
Fiduciary Advisory Carolinas, LLC May 2013 - Present
Bank of America-US Trust May 1978 - May 2013
First Union Ntl Bk-Now Wells Fargo April 1968 - April 1978
US Army-Army Security Agcy January 1966 - January 1968
Skills
Portfolio Management, Banking, Alternative Investments, Asset Allocation, Investments, Fixed Income, Equities, Credit, Series 7, Wealth Management..., Loans, Private Banking, Mutual Funds
Education
UNC Law School-Chapel Hill 1962 — 1965
Doctor of Law (JD), General law curriculum
Davidson College 1958 — 1962
Bachelor of Arts (B.A.), English
Bank of America, US Trust 2007 - Present
Bank of America June 2006 - November 2007
Bank of America February 2004 - August 2006
Skills
Credit, Banking
Education
Queens University of Charlotte 2000 — 2002
Masters Business Administration, MBA
UNC Chapel Hill
Bachelor of Applied Science (B.A.Sc.), Business/Criminal Justice
US Bank Private Client Reserve October 2009 - Present
Bank of America - US Trust November 2004 - February 2009
AG Edwards Trust Company (Now Wells Fargo) April 1999 - November 2004
Skills
Mergers, Banking, Due Diligence, Capital Markets, Private Equity, Risk Management, Structured Finance, Restructuring, Corporate Finance, Corporate Governance, Financial Structuring, Investment Banking, Mergers & Acquisitions, Portfolio Management
Education
St. Louis University-School of Law 1995 — 1998
Doctor of Law (J.D.), Law
University of Kansas 1984 — 1986
Bachelor of Arts, Chemistry
Bank of America, US Trust October 2012 - Present
KPMG July 1994 - September 2012
Skills
Charitable and..., Non-profits, Tax Research, Team Leadership, Managing Deadlines, Client Service Oriented, Charities, Fiduciary, Nonprofits, Accounting
Education
Bentley University 1986 — 1990
Bachelor of Science (BS), Finance, General