Beacon Trust Company

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Beacon Trust Company Employees

Employee
Years
Job
Industry
Cara Koeritz Cara Koeritz Reno, Nevada Details
Cara Koeritz's Beacon Trust Company Experience 2011 - March 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  September 2012 - Present
Beacon Trust Company   2011 - March 2012
ABEL Advisors LLC   1998 - 2010
Intershop Real Estate Services, Inc.   1993 - 1998

Skills
Asset Allocation..., Portfolio Review, Wealth Management, Estate and Legacy..., Finance, Private Equity, Management, Budgets, Risk Management, Financial Modeling

Education
Texas Wesleyan University
BBA, International Business

The University of Texas at Arlington
MBA, Accounting

Jennifer Alviani Jennifer Alviani Greater New York City Area Details
Jennifer Alviani's Beacon Trust Company Experience October 2008 - December 2010
Job Professor at Sussex Community College
Industry Design
Experience
Sussex Community College   August 2014 - Present
Gravity Designworks, Inc.   October 2013 - February 2014
Vintners Circle Franchising LLC   August 2009 - June 2013
Beacon Trust Company   October 2008 - December 2010
Little Star Designs   August 2006 - August 2009
Sussex County Community College  September 2008 - May 2009
Calvin Klein Cosmetics Unilever Cosmetics International Coty Prestige   1999 - 2006
Calvin Klein Cosmetics Unilever Cosmetics International Coty Prestige   1997 - 1999
Calvin Klein Cosmetics  1995 - 1997
JS Mandle and Company   1993 - 1995

Skills
Art Direction, Marketing, Marketing Strategy, Franchising, Sales, Brand Developement, Packaging Design, Graphic Design, Packaging, Brand Development, Advertising, Leadership, Entrepreneurship, Management, Strategic Planning, Corporate Identity, Product Development, Layout, Graphics, Creative Strategy, Web Design, Illustration

Education
Saint Thomas Aquinas College   1987 — 1991
Bachelor of Science in Commercial Design, Graphic Design

Anne Lahey Kehl Anne Lahey Kehl Greater New York City Area Details
Anne Lahey Kehl's Beacon Trust Company Experience November 1988 - December 2007
Job
Industry Investment Management
Experience
Lassus Wherley & Associates   April 2008 - June 2014
Beacon Trust Company   November 1988 - December 2007
Brown Brothers Harriman  September 1979 - October 1986

Skills
Portfolio Management, Investment Advisory, Investment Management

Education
Middlebury College   1971 — 1973
M.A.

Middlebury College   1967 — 1971
B.A.

Tom Childs Tom Childs Greater Boston Area Details
Tom Childs's Beacon Trust Company Experience November 2006 - March 2013
Job Registered Representative/Owner at Childs Financial Services
Industry Financial Services
Experience
Childs Financial Services   November 2014 - Present
Independence Financial Services LLC   June 2013 - October 2014
Beacon Trust Company   November 2006 - March 2013
BostonCoach  2001 - 2004
Filene's Basement  1997 - 2000
Filene's Basement  1993 - 1996

Education
Boston College - Wallace E. Carroll Graduate School of Management   1987 — 1991
MBA

Boston College   1980 — 1984
BS, Finance and Economics

Salisbury School

Shawn Uhland Shawn Uhland Minden, Nevada Details
Shawn Uhland's Beacon Trust Company Experience January 2011 - January 2013
Job Real Estate Agent at Realtor Re/Max Realty Affiliates
Industry Real Estate
Experience
Realtor- Re/Max Realty Affiliates  May 2007 - Present
Beacon Trust Company   January 2011 - January 2013

Skills
Sellers, First Time Home Buyers, Short Sales, Buyer Representation, Relocation, Condos, New Home Sales, Single Family Homes, Referrals, Investors, Listings, Real Estate Transactions, 1031 Exchanges, REO, Foreclosures

Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration, Finance and Accounting

University of California, Berkeley
Bachelors of Science, Business Administration, Finance & Accounting

Andrew J. Massey Andrew J. Massey Greater New York City Area Details
Andrew J. Massey's Beacon Trust Company Experience June 2012 - Present
Job Research Analyst at Beacon Trust Company
Industry Investment Management
Experience
Beacon Trust Company   June 2012 - Present
Massey Quick & Co., LLC   2009 - 2011

Skills
Bloomberg Terminal, Financial Modeling, Fixed Income Analysis, Investment Management, Hedge Funds, Alternative Investments, Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income, Index Funds, Financial Analysis, Finance, ETFs, Equities, Equity Research

Education
Hobart College   2008 — 2012

Delbarton School   2004 — 2008

Osman Arain Osman Arain Greater Chicago Area Details
Osman Arain's Beacon Trust Company Experience December 2008 - November 2012
Job Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  November 2012 - Present
Beacon Trust Company   December 2008 - November 2012
Clear Asset Management LLC   July 2004 - December 2008
Bear Stearns  2005 - 2005
Susquehanna Investment Group  2003 - 2003
IBM Strategy & Change   1999 - 2002
Mainspring  1999 - 2002
Greenwich Associates  1997 - 1999

Skills
Equities, Financial Modeling, Hedge Funds, Asset Managment, Valuation, Portfolio Management, Alternative Investments, Strategy, Options, Asset Management, Investment Strategies, Equity Research, Financial Services, Investments, Fixed Income, Hedging, General Awesomeness, Awesomeness

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance

Dartmouth College   1993 — 1997
BA, Economics

Hinsdale Central   1989 — 1993
Diploma

Frank Deluca CTS™ CES™ CIS™ Frank Deluca CTS™ CES™ CIS™ Greater New York City Area Details
Frank Deluca CTS™ CES™ CIS™'s Beacon Trust Company Experience July 2012 - Present
Job Vice President, Beacon Trust; A Subsidiary Of The Provident Bank
Industry Banking
Experience
Beacon Trust Company   July 2012 - Present
Bank of America  April 2006 - July 2012
PNC Bank  March 2005 - March 2006
AllianceBernstein  December 1998 - February 2005
AXA Equitable  June 1995 - October 1997
1st Nationwide Bank  1991 - 1993

Skills
Mortgage Lending, Mortgage Planning, Securites Base Lending, Home Equity Lines of..., Home Equity Loans, Client Relationship..., Client Retention, Banking, Investments, Income Tax Prep, Life Insurance Planning, Annuities, Trust Services, Special Needs Trusts, Remediation Trusts, Trust Management, Charitable Trusts, Estate Planning, Estate Administration, Investment Management, Retirement Planning, Fixed Annuities, Life Insurance, Certified Tax Specialist, Insurance, Series 63, Hedge Funds, Bonds, Investment Strategies, Series 7, Credit, Equities, Bloomberg, Relationship Management, Salesforce.com, Financial Advisory, Loans, Financial Services, Strategic Financial..., Securities, Investment Advisory, Finance, Financial Planning, Portfolio Management, Asset Allocation

Education
Institute of Business and Finance   2013 — 2019
Certified Tax Specialist, Certified Estate Specialist, Financial Planning and Services

Kean University   1992 — 1995
Bachelors, International Business Management Science

Union County College   1988 — 1992
Associates, Business

Saint Mary's Assumption   1984 — 1988
HS Diploma, College Prep

JILL PETRORO JILL PETRORO Greater New York City Area Details
JILL PETRORO's Beacon Trust Company Experience April 2011 - May 2012
Job Executive Director Family First HomeCare
Industry Health, Wellness and Fitness
Experience
Family First HomeCare, LLC   April 2011 - Present
Beacon Trust Company   April 2011 - May 2012
Beacon Trust Company   January 2006 - April 2011
Pitney Hardin LLP  September 1997 - December 2005

Skills
Home Care, Estate Planning, Seniors, Compassion, Investments, Equities

Education
Georgetown University Law Center   1994 — 1997
JD, Law

Columbia University in the City of New York   1990 — 1994
BA, Political Science

Jeanette Carey Jeanette Carey Succasunna, New Jersey Details
Jeanette Carey's Beacon Trust Company Experience February 2007 - September 2012
Job Financial Operations /Compliance/Performance Analytics/Proxy/Mutual Funds
Industry Financial Services
Experience
Beacon Trust Company   February 2007 - September 2012
Beacon Trust Company   December 2000 - February 2007
American Re Asset Management   May 1992 - August 2000
Seneca Inc   1992 - 1996

Skills
Banking, Portfolio Performance..., Internal Audit, Securities, Soft Dollars, Systems Administrator, Back Office Operations, Trading, Spanish, French, Trust Operations, Mutual Funds, Investment Banking, Back Office, Strategic Financial..., Wealth Management, Investment Advisory, Investment Management, Risk Management, Hedge Funds, Training, Strategic Planning, Investments, Equities, Equity Trading, Portfolio Management, Bloomberg, Mergers & Acquisitions, Asset Management, Fixed Income, Management, Analysis, Financial Services, Accounting

Education
Montclair State University
Bachelor's degree, Education

Stuart Pulvirent Stuart Pulvirent Greater New York City Area Details
Stuart Pulvirent's Beacon Trust Company Experience August 2009 - December 2010
Job Financial Advisor at Merrill Lynch The LE Group
Industry Investment Management
Experience
Merrill Lynch  March 2012 - Present
Merlin Securities  July 2011 - December 2011
Beacon Trust Company   August 2009 - December 2010
ThinkEquity LLC  July 2004 - July 2009
Axia Capital Management   January 2002 - July 2004
Zweig-Dimenna Associates  November 1998 - December 2000
ING Furman Selz  May 1996 - November 1998
Lehman Brothers  October 1989 - May 1996
Prudential Securities  August 1984 - October 1989
DuPont  August 1980 - July 1982

Skills
Wealth Management, Portfolio Management, Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Equity Research, Capital Markets, Investment Management, Research Management, Valuation

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, Finance

Northwestern University, McCormick School of Engineering   1976 — 1980
B.S, Chemical Engineering

John F. Kennedy High School

Thomas Southworth Diemar, CFP® Thomas Southworth Diemar, CFP® Greater New York City Area Details
Thomas Southworth Diemar, CFP®'s Beacon Trust Company Experience December 2008 - September 2010
Job Private Banker at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  May 2015 - Present
Fiduciary Trust Company  September 2010 - May 2015
Beacon Trust Company   December 2008 - September 2010
Peapack-Gladstone Bank  January 2005 - December 2008
Merrill Lynch  February 2003 - January 2005
Bear Stearns  September 2000 - February 2003
Donaldson, Lufkin & Jenrette   1997 - 1999

Skills
Strategic Financial..., Investment Management, Trust & Estates

Education
Middlebury College   1996 — 2000
Bachelor of Arts, History

Tuck Business Bridge Program   1999 — 1999
Diploma

The Pingry School   1991 — 1996
Diploma

Far Hills Country Day School   1983 — 1991
Dimploma

Edward McGregor, CFA Edward McGregor, CFA New York, New York Details
Edward McGregor, CFA's Beacon Trust Company Experience June 1992 - October 1995
Job Vice President at LHA (Lippert/Heilshorn & Associates)
Industry Financial Services
Experience
LHA (Lippert/Heilshorn & Associates)   2014 - Present
Sigma Designs  June 2007 - October 2012
Winterthur IMC/Credit Suisse   October 1995 - May 2007
Beacon Trust Company   June 1992 - October 1995
Bessemer Trust  March 1984 - May 1992
First Fidelity Bank  June 1981 - March 1984

Skills
Financial Modeling, Semiconductors, Equity Research Analysis, Portfolio Management, Investor Relations, Competitive Analysis, Investments, Asset Allocation, Market Research, Equities, Equity Research, Analysis, Management, Mergers & Acquisitions, Economics, Corporate Finance, Start-ups, IPO, Hedge Funds, Financial Analysis, Corporate Development, Equity Valuation, Capital Markets, Private Equity, Bloomberg, Alternative Investments, Asset Management

Education
Stevens Institute of Technology   1977 — 1981
Bachelor of Engineering (BE), Electrical and Electronics Engineering

Toni D. McBride Toni D. McBride New York, New York Details
Toni D. McBride's Beacon Trust Company Experience November 2008 - December 2011
Job Estates Coordinator at Akin Gump Strauss Hauer & Feld LLP
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP  August 2012 - Present
Beacon Trust Company   November 2008 - December 2011
Lowenstein Sandler PC  August 2006 - October 2008
Cole, Schotz, Meisel, Forman & Leonard, P.A.   June 2005 - July 2006

Skills
Trust Management, Tax Preparation, Estate Planning, Tax, Estate Administration, Financial Planners, Investments, Securities, Legal Research

Education
Institute for Paralegal Training
Certificate, Trusts and Estates

Seton Hill University
Bachelor of Arts, Sociology

Brian Priolo Brian Priolo Corning, New York Details
Brian Priolo's Beacon Trust Company Experience June 2009 - August 2009
Job Process Engineer at Corning Incorporated
Industry Chemicals
Experience
Corning Incorporated  May 2014 - Present
Corning Incorporated  January 2012 - May 2014
Bucknell University  January 2011 - May 2011
Bucknell University  May 2010 - August 2010
Beacon Trust Company   June 2009 - August 2009

Skills
Chemical Engineering, Matlab, Process Simulation, Microsoft Excel, Java, Social Skills, Statistics, Research, Engineering, Analysis, Aspen HYSYS, VBA, Analytical Skills, Feasibility Studies, Mass Balance, Data Analysis, Chemistry, Microsoft Office, Manufacturing, PowerPoint, Microsoft Word, Public Speaking, Process Engineering, Management, Process Control

Education
Bucknell University   2007 — 2011
Degree: Bachelor of Science, Chemical Engineering

Jason Ackerman Jason Ackerman Greater New York City Area Details
Jason Ackerman's Beacon Trust Company Experience January 2010 - March 2013
Job Associate at Wagner Ferber Fine & Ackerman, PLLC
Industry Accounting
Experience
Wagner Ferber Fine & Ackerman, PLLC   March 2013 - Present
Beacon Trust Company   January 2010 - March 2013
Cantor Fitzgerald  October 2009 - January 2010
Clear Asset Management   May 2008 - July 2008

Skills
Accounting, Tax Preparation, Small Business, Business Tax Planning, Tax, Personal Tax Planning, Financial Statements, Financial Analysis, Real Estate, Partnership Taxation, LLC, S Corporations, Microsoft Excel, QuickBooks, Xero, Salesforce.com, Financial Modeling, Web Development, Ruby on Rails, HTML 5, JavaScript, Management, Investments, VBA, Equities, Bloomberg, Bloomberg Terminal, Microsoft Office, PowerPoint, Salesforce.com...

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2014
Master of Science (MS), Taxation

Lehigh University - College of Business and Economics   2005 — 2009
BS Integrated Business and Engineering, Finance, Engineering

Lehigh University   2005 — 2009
BS, Integrated Business and Engineerings - Finance

Nicole Nadeau Nicole Nadeau Greater Boston Area Details
Nicole Nadeau's Beacon Trust Company Experience October 2010 - Present
Job Head of HR at Crosby Company of New Hampshire
Industry Financial Services
Experience
Beacon Trust Company   October 2010 - Present
Fidelity Investments  April 2004 - August 2011
Merrill Lynch  1999 - 2002
Sterling Office Services   1994 - 1999

Skills
Onboarding, Talent Acquisition, Talent Management, Financial Services, Succession Planning, Recruiting, Performance Management, Human Resources, Employee Relations, Organizational..., Organizational Design, Executive Search, HRIS, Interviews, Leadership, Employee Benefits, Management, Change Management, Consulting, Leadership Development

Education
Boston College   1991 — 1995
Bachelor of Science (BS), Psychology

Shyla Pheasant Shyla Pheasant Reno, Nevada Area Details
Shyla Pheasant's Beacon Trust Company Experience June 2011 - November 2013
Job Entrepreneurial Coordinator at EDAWN
Industry Nonprofit Organization Management
Experience
Economic Development Authority of Western Nevada (EDAWN)   November 2013 - Present
Summit Venture Mentoring Service   November 2013 - Present
TEDxReno   December 2013 - Present
Beacon Trust Company   June 2011 - November 2013
Surratt Law Practice   August 2009 - February 2011
S Bar S Productions   December 2009 - August 2010

Skills
Team Leadership, Event Management, Financial Accounting, Social Media, Public Speaking, Entrepreneurship, Project Planning, Time Management, Leadership

Education
University of Nevada-Reno   2008 — 2012
B.S. in Business Administration, Accounting

Amantha Butler Amantha Butler Greater Boston Area Details
Amantha Butler's Beacon Trust Company Experience August 2007 - Present
Job Vice President, Associate General Counsel
Industry Financial Services
Experience
Beacon Trust Company   August 2007 - Present
Concord Children's Center  June 2011 - June 2013
Goulston & Storrs, P.C.   2003 - 2007
Patterson Belknap Webb & Tyler LLP  1999 - 2003

Education
Cornell Law School   1996 — 1999
JD, magna cum laude

Amherst College   1988 — 1992
B.A., Political Science

Peter Szeidler Peter Szeidler Greater Boston Area Details
Peter Szeidler's Beacon Trust Company Experience October 2013 - January 2014
Job Property Manager at Great North Property Management
Industry Financial Services
Experience
Great North Property Management  July 2014 - Present
Beacon Trust Company   October 2013 - January 2014
Choate, Hall & Stewart   July 2006 - May 2013
Ropes & Gray Private Client Group   March 2003 - July 2006

Skills
Trusts, Estate Planning, High Net Worth..., Wealth Management..., Trust Services, Securities, Wealth Management, Estate Tax Planning, Investments, Asset Management, Strategic Financial..., Tax, Alternative Investments, Legal Research, Legal Writing, Income Tax, Estate Administration, Tax Preparation, Retirement Planning, Investment Management, Wills

Education
Suffolk University - Sawyer Business School   1992 — 1994
MBA

Worcester State College   1973 — 1977

Joe Ramirez, CFA Joe Ramirez, CFA Greater New York City Area Details
Joe Ramirez, CFA's Beacon Trust Company Experience August 2007 - December 2009
Job Global Macro & Quantitative Research Analyst
Industry Investment Management
Experience
Surgo Group  August 2015 - Present
Cornerstone Macro LP  May 2013 - May 2015
Wolfe Trahan & Co.   February 2010 - March 2013
ISI Group  December 2009 - February 2010
Beacon Trust Company   August 2007 - December 2009
Provident Group Asset Management   May 2007 - August 2007
Rockwell Automation  May 2006 - September 2006

Skills
Equities, Bloomberg, VBA, Portfolio Management, Investments, Data Analysis, Statistics, Matlab, Economics, Financial Modeling, Quantitative Finance, C++, Equity Research, Mutual Funds, Valuation, Financial Analysis, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Fixed Income

Education
Massachusetts Institute of Technology   2003 — 2007
Bachelors of Science, Electrical Engineering, Economics

Deborah Robb Deborah Robb Greater New York City Area Details
Deborah Robb's Beacon Trust Company Experience December 2008 - December 2010
Job Vice President at GFG Alternative Investments
Industry Investment Management
Experience
GFG Alternative Investments   December 2010 - Present
Beacon Trust Company   December 2008 - December 2010
Clear Asset Management   May 2006 - December 2008

Skills
Hedge Funds, Investments, Valuation, Equities, Fixed Income, Entrepreneurship, Portfolio Management, Asset Management, Alternative Investments, Private Equity, Financial Modeling, Due Diligence, Financial Analysis

Education
Boston College   2001 — 2005
Bachelor of Science, Finance, Marketing

Oak Knoll School

Rachel Thiel Rachel Thiel Morristown, New Jersey Details
Rachel Thiel's Beacon Trust Company Experience April 2008 - November 2012
Job Highly organized team player
Industry Financial Services
Experience
Beacon Trust Company   April 2008 - November 2012
Summit Medical Group  March 2006 - March 2008
Pediatric Orthopedics, P.C   March 2005 - March 2006
Neiman Marcus  December 2003 - February 2005
Bloomingdale’s  February 2000 - December 2003
Arthur Murray Dance Studio  June 1992 - February 2000

Skills
Auditing

Education
Berkeley College   1995 — 1997

Berkeley College of Business
Associates in Applied Science Degree

Madison High School
Diploma

Mike Macias, CPA Mike Macias, CPA Greater New York City Area Details
Mike Macias, CPA's Beacon Trust Company Experience October 2009 - September 2011
Job Swander Pace Capital
Industry Financial Services
Experience
Swander Pace Capital  August 2011 - Present
Beacon Trust Company   October 2009 - September 2011
KPMG Audit  August 2008 - September 2009

Skills
Audit, Accounting, Financial Analysis, Financial Reporting, Finance, Auditing, Financial Modeling

Education
St. Edward's University   2005 — 2007
MBA, Corporate Finance

St. Edward's University   2001 — 2005
BBA, Accounting

Stephanie Needell Stephanie Needell New York, New York Details
Stephanie Needell's Beacon Trust Company Experience May 2009 - August 2010
Job Economist at Cornerstone Macro
Industry Research
Experience
Cornerstone Macro LP  July 2013 - Present
Equinox Partners, L.P.   May 2012 - July 2013
Horizon Blue Cross Blue Shield of New Jersey  August 2010 - June 2013
Beacon Trust Company   May 2009 - August 2010
Clear Asset Management   May 2008 - August 2008

Skills
SAS/SQL

Education
Columbia University - Graduate School of Statistics   2011 — 2014

Bucknell University   2006 — 2010
Bachelor of Science, Mathematics and Economics

Michael Rivelis, E.A. Michael Rivelis, E.A. Greater Boston Area Details
Michael Rivelis, E.A.'s Beacon Trust Company Experience January 2012 - Present
Job Tax Director at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust Company   January 2012 - Present
Fidelity Investments  June 1990 - December 2011

Skills
Tax, Financial Reporting, Strategic Financial..., Accounting, Auditing

Education
Northeastern University   1979 — 1984
BS, Accounting

Jeremy Klein Jeremy Klein Greater New York City Area Details
Jeremy Klein's Beacon Trust Company Experience July 2010 - May 2011
Job Chief Market Strategist at FBN Securities
Industry Investment Management
Experience
FBN Securities  January 2012 - Present
Beacon Trust Company   July 2010 - May 2011
TFG Trading Matrix   January 2010 - July 2010
Quest Partners LLC  April 2008 - January 2010
RBC Capital Markets  2006 - 2008
J. Goldman & Co.   2004 - 2005
Lehman Brothers  2001 - 2004
Price Waterhouse  1992 - 1997

Skills
Equity Trading, Portfolio Management, Program Trading, Trading System, Marketing Strategy, Hedge Funds, Equities, Trading, Equity Research, Options, Alternative Investments, Proprietary Trading, Bloomberg, Trading Systems, Electronic Trading, Global Macro, ETFs, Derivatives, Fixed Income, Trading Strategies

Education
University of Pennsylvania - The Wharton School   1999 — 2001
M.B.A., Finance

Stanford University   1988 — 1992
B.S., Mathematical and Computational Science

Spring Valley Senior High school

Mario F. Cristofori Mario F. Cristofori Fairport, New York Details
Mario F. Cristofori's Beacon Trust Company Experience October 2008 - September 2009
Job Fixed Income Trader/Institutional Account Manager
Industry Investment Management
Experience
Manning & Napier Advisors  February 2012 - Present
compane brick oven bistro   August 2010 - Present
Gates Capital   July 2010 - April 2011
Beacon Trust Company   October 2008 - September 2009
Lehman Brothers  November 2005 - October 2008
Xerox Corporation  September 2003 - November 2005
Grappa   February 2002 - September 2003
Rochester Rhinos  April 2001 - August 2002

Skills
Investments, Equities, Series 7, Fixed Income, New Business Development, Trading, Leadership, Mutual Funds, Asset Allocation, Series 63, Strategy, Bonds, Securities, Structured Products, Corporate Finance, Emerging Markets, Finance

Education
Syracuse University - Martin J. Whitman School of Management   1997 — 2001

Chip Meyer Chip Meyer Greater New York City Area Details
Chip Meyer's Beacon Trust Company Experience February 2012 - Present
Job Vice President, Wealth Advisor at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust Company   February 2012 - Present
Jamison, Eaton & Wood, Inc.   July 2000 - February 2012
Pershing - Division of DLJ   1995 - 2000
Roger Engemann   December 1991 - July 1994
Sun America Asset Management   December 1989 - December 1991
Integrated Resources Inc.  1985 - 1990

Skills
Mutual Funds, Investments, Portfolio Management, Fixed Income, Marketing, Asset Management, Investment Advisory, Capital Markets, Finance, Financial Analysis, Wealth Management, Equities, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation

Education
Fairleigh Dickinson University   1978 — 1982
BS, Management & Finance

Marc Paley Marc Paley Greater New York City Area Details
Marc Paley's Beacon Trust Company Experience August 2008 - August 2011
Job Managing Partner
Industry Investment Banking
Experience
HybridFinancial   July 2013 - Present
Scura Paley & Company   August 2011 - Present
Beacon Trust Company   August 2008 - August 2011
Lehman Brothers  1989 - 2007

Skills
Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Capital Markets, Alternative Investments, Venture Capital, Investments, Due Diligence, Mergers & Acquisitions, LBO, Structured Finance, Private Placements, Portfolio Management

Education
Columbia University   1985 — 1987
Master of Business Administration (MBA)

Lehigh University   1979 — 1983
BS

Gregg Novek Gregg Novek Greater New York City Area Details
Gregg Novek's Beacon Trust Company Experience October 2013 - July 2015
Job Director of Global Sales, Morningstar Credit Ratings
Industry Financial Services
Experience
Morningstar  July 2015 - Present
Beacon Trust Company   October 2013 - July 2015
Fitch Ratings  December 2000 - December 2012
Thomson Financial BankWatch, Inc.   1996 - 2000
Thomson Financial BankWatch, Inc.   1990 - 1996
Fox-Pitt, Kelton  1989 - 1990
Ryan Beck & Co.   1985 - 1989
The Ayco/American Express Corporation   1983 - 1985

Skills
Equities, Credit, Sales Management, Direct Sales, Media Relations, Fixed Income Research, Equity Research, Fixed Income Analysis, Mergers & Acquisitions, Bloomberg, Finance, CRM, Financial Services, Investment Banking, Banking, Fixed Income, Capital Markets, Investments, Portfolio Management, Management, Asset Management

Education
Seton Hall University   1986 — 1990
Master of Business Administration (M.B.A.), Finance, General

Lehigh University   1979 — 1983
Bachelor's degree, Finance

Gregory Dubnansky Gregory Dubnansky Morristown, New Jersey Details
Gregory Dubnansky's Beacon Trust Company Experience October 2007 - Present
Job Wealth Advisor, Trust & Estate Planning, Family Relationship Management, Private Bank Lending
Industry Financial Services
Experience
Beacon Trust Company   October 2007 - Present
First Morris Bank & Trust   May 2004 - October 2007

Education
Bentley University   1972 — 1976
Bachelor's degree, Accounting, 3.3

Peter Beekman Peter Beekman Greater New York City Area Details
Peter Beekman's Beacon Trust Company Experience January 1988 - February 2008
Job Consultant in fiduciary activities at ExperisNL
Industry Financial Services
Experience
Experis  January 2012 - Present
Beacon Trust Company   January 1988 - February 2008
Midlantic National Bank  1900 - January 1987

Education
Dartmouth College
B.A., Economics

James Vail James Vail Baltimore, Maryland Area Details
James Vail's Beacon Trust Company Experience January 1990 - January 1991
Job Managing Director and Founder at Arcadia Advisors
Industry Mining & Metals
Experience
Arcadia Advisors LLC   October 2013 - Present
Coleman Research Group  October 2011 - Present
ING Investment Management  April 1991 - February 2009
ING Investment Management  January 2001 - January 2009
Lexington Management Corporation  January 1991 - January 2001
Beacon Trust Company   January 1990 - January 1991
Fleming  January 1985 - January 1990
Oppenheimer & Company  January 1982 - January 1985

Skills
Mutual Funds, Investments, Hedge Funds, Equity Research, Equities, Asset Managment, Fixed Income, Financial Markets, Bloomberg, Portfolio Management, Trading, Derivatives, Series 7, Capital Markets, Securities, Wealth Management, Alternative Investments, Investment Management, Investment Strategies, Financial Modeling, Strategy, Emerging Markets

Education
Seton Hall University   1972 — 1976
MBA, Finance

Saint Peter's University   1963 — 1968
BS, Marketing

Institute of Charted Financial Analysts
CFA, Accounting and Finance

Nancy Telliano Nancy Telliano Reno, Nevada Area Details
Nancy Telliano's Beacon Trust Company Experience 2013 - Present
Job CPA
Industry Accounting
Experience
Beacon Trust Company   2013 - Present
NV Energy  2009 - 2013
University of Nevada Reno  2010 - 2010
Grant Thornton  2006 - 2008
University of Nevada Reno  2004 - 2006

Skills
Accounting, Tax, Corptax, Tax Preparation, Microsoft Office, Corporate Tax, Individual Taxation, Partnership Taxation, CCH Research, RIA, BNA, CPA, Financial Analysis, GAAP, Tax Returns

Education
University of Nevada-Reno   2003 — 2006
Master of Accountancy

Università degli Studi di Firenze   1998 — 1998
Italian Studies

University of Nevada-Reno   1992 — 1996
Bachelor of Science

Dawn Scott, CPA Dawn Scott, CPA Miami/Fort Lauderdale Area Details
Dawn Scott, CPA's Beacon Trust Company Experience November 2010 - May 2013
Job Owner Principal at Gratiam Consulting
Industry Accounting
Experience
Gratiam Consulting   March 2014 - Present
Gratiam Consulting   March 2014 - Present
The CFO Group, Inc.   May 2013 - March 2014
Beacon Trust Company   November 2010 - May 2013
Barnard Vogler & Co.   January 2010 - October 2010
Barnard Vogler & Co.   January 2008 - January 2010
NV Energy  2005 - 2007

Skills
Tax, Corporate Tax, Microsoft Excel, Tax Preparation, Partnership Taxation, Accounting, Auditing, Financial Reporting, CPA, Microsoft Word, PowerPoint, Microsoft Office, Internal Controls, Financial Accounting, General Ledger, GAAP, Forensic Accounting

Education
University of Nevada-Reno   2002 — 2007
Business Administration, Accounting

Michael D. Jamison Michael D. Jamison Greater New York City Area Details
Michael D. Jamison's Beacon Trust Company Experience June 2009 - September 2010
Job Chief Operating Officer Managing Director at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management  February 2015 - Present
Barrett Asset Management   October 2010 - February 2015
Beacon Trust Company   June 2009 - September 2010
MB Investment Partners   August 2007 - June 2009
Jamison Prince Asset Management   September 2001 - August 2007
Brandywine Global Investment Management  1993 - 2001
UBS PaineWebber  1988 - 1993
EF Hutton & Company  1981 - 1988

Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity

Education
Fairleigh Dickinson University   1979 — 1981
MBA, Finance

Baldwin Wallace University   1973 — 1977
BA, Economics

Beth Meltz Beth Meltz Greater Boston Area Details
Beth Meltz's Beacon Trust Company Experience July 2008 - Present
Job Tax Director at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust Company   July 2008 - Present

Skills
Tax, Tax Research, International Tax, Corporate Tax

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation

The University of Connecticut

Michaela Corn Michaela Corn Greater New York City Area Details
Michaela Corn's Beacon Trust Company Experience March 2013 - August 2013
Job HR Business Advisor
Industry Human Resources
Experience
Advantage xPO  August 2013 - March 2015
Beacon Trust Company   March 2013 - August 2013
Beacon Trust Company   November 2011 - March 2013

Education
Lafayette College   2007 — 2011
English

Donna Priolo Donna Priolo Greater New York City Area Details
Donna Priolo's Beacon Trust Company Experience January 2001 - November 2011
Job CPA
Industry Accounting
Experience
Geller & Company  September 2011 - Present
Beacon Trust Company   January 2001 - November 2011
Montclair State University  May 2000 - January 2001
Clyne Eagan & Associates   February 1997 - May 2000
ExxonMobil  1985 - 1995

Education
Fairleigh Dickinson University
BS, Accounting, cum laude

Andrew Van Loon Andrew Van Loon Phoenix, Arizona Area Details
Andrew Van Loon's Beacon Trust Company Experience May 2009 - August 2009
Job Associate Attorney at Gregory A. Malkin, Attorneys At Law, PLLC
Industry Law Practice
Experience
Gregory A. Malkin, Attorneys At Law, PLLC   August 2012 - Present
US District Court, Southern District of Ohio  February 2012 - April 2012
Ohio Northern University - Pettit College of Law  August 2011 - February 2012
Federal Janitorial - STG, LLC   2012 - 2012
Robert T. Panowicz & Associates   May 2011 - August 2011
Rosenn, Jenkins & Greenwald LLP   May 2010 - August 2010
Beacon Trust Company   May 2009 - August 2009
Penn State Auxiliary Police  May 2008 - August 2008

Skills
Legal Research, Westlaw, Commercial Litigation, Civil Litigation, Pleadings, Courts, Workers Compensation, Depositions, Litigation, Legal Writing, Research, Real Estate, Legal Services, Probate, Writing, Litigation Support, Word, Mediation, Criminal Law, Estate Planning, Corporate Law, Microsoft Office, Arbitration, Insurance, Excel, Negotiation, PowerPoint, Product Liability, Personal Injury, Wills, Legal Issues, Customer Relations, Government, Microsoft Word

Education
Ohio Northern University—Claude W. Pettit College of Law   2009 — 2012
JD, Law

Penn State University   2005 — 2009
B.S., Accounting

Dallas High School   2001 — 2005
High School Diploma

Elizabeth Plotkin Keil Elizabeth Plotkin Keil Greater New York City Area Details
Elizabeth Plotkin Keil's Beacon Trust Company Experience July 2012 - March 2013
Job Trust Officer, Beacon Trust
Industry Banking
Experience
Beacon Trust Company   July 2012 - March 2013
Citigroup  2005 - July 2012
Doyle New York  2003 - 2005

Skills
Trust Services, High Net Worth...

Education
Parsons School of Design   2008 — 2011
MA, Decorative Arts & Design

Lafayette College
BA, History of Art and French

The Morristown-Beard School

Genevieve Farnady, CPA Genevieve Farnady, CPA Reno, Nevada Area Details
Genevieve Farnady, CPA's Beacon Trust Company Experience November 2012 - Present
Job Senior Accountant at Beacon Trust Company
Industry Accounting
Experience
Beacon Trust Company   November 2012 - Present

Skills
Tax, Tax Preparation, CPA, Accounting, Financial Accounting, Corporate Tax, QuickBooks, Financial Reporting, Partnership Taxation, Financial Statements, Tax Accounting, Small Business, Income Tax, Bookkeeping, US GAAP, Due Diligence, Financial Analysis, Tax Research, GAAP

Education
University of Nevada-Reno
Masters in Accountancy

Charles Roukema Charles Roukema Mahwah, New Jersey Details
Charles Roukema's Beacon Trust Company Experience August 2011 - Present
Job Trust Officer at Beacon Trust Company
Industry Investment Management
Experience
Beacon Trust Company   August 2011 - Present
Beacon Trust Company   2011 - Present
US Trust  January 1980 - April 2011

Skills
Investment Management, Wealth Management, Asset Management, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trust Management, Wealth Management...

Education
Calvin College   1967 — 1971

Calvin College

Lucy Osborne Lucy Osborne Nashua, New Hampshire Details
Lucy Osborne's Beacon Trust Company Experience June 2011 - Present
Job Accountant at Beacon Trust Company
Industry Investment Management
Experience
Beacon Trust Company   June 2011 - Present
Fidelity Investments  July 2007 - June 2011
Fidelity Investments  June 1999 - June 2007

Skills
Financial Analysis, Investments, Auditing, Equities, Microsoft Excel, Fixed Income, Accounting, Data Analysis, Financial Reporting, Cash Management, Financial Services, Internal Audit

Education
Bentley University   1995 — 1999
MS, Finance

Sandra Griffon Sandra Griffon Salem, New Hampshire Details
Sandra Griffon's Beacon Trust Company Experience September 2012 - Present
Job Senior Legal Executive Assistant
Industry Investment Management
Experience
Beacon Trust Company   September 2012 - Present
Fidelity Investments  1996 - 2012
The Network, Inc.   1992 - 1995

Skills
Typing, Shorthand, Microsoft Office, Accounting, Contract Negotiation, Contract Management, Human Resources, Business Communications, Governmental Affairs, Event Planning, Executive Management, Travel Planning, Project Management, Speech Writing, Time Management, Organizational..., Foreign Languages, Interpersonal Skill, Close Attention to..., Diligent, Dependable Team Player, Reliability, Space-planning, Expense Reports, Invoicing, Purchase Orders, Resource Management, Legal Research, Legal Assistance

Education
Franklin Pierce College
Bachelor of Science (B.S.), Computer Science

Franklin Pierce College
Bachelor of Science (BS), Business Administration and Management, General

Katharine Gibbs School (Boston)
Secretarial Certification

Northern Essex Community College
Associate of Science (A.S.), Business Administration and Management, General

Rivier College
Paralegal Certification

Kristin Nicholson Kristin Nicholson Salem, New Hampshire Details
Kristin Nicholson's Beacon Trust Company Experience January 2011 - Present
Job Business Analyst Consultant at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust Company   January 2011 - Present
Fidelity Investments  February 2002 - December 2010
Fidelity Investments  November 1998 - December 2000
Fidelity Investments  July 1994 - October 1998
Fidelity Investments  November 1989 - June 1994

Skills
Mutual Funds, Bloomberg, Equities, Series 7, Securities, Portfolio Management, Hedge Funds, Financial Modeling, Trading, Strategic Financial..., Financial Analysis, Investment Strategies

Education
Boston University
Certificate in Financial Planning

Boston University - School of Management
Master of Business Administration (MBA)

Skidmore College
Bachelor of Arts (BA), English Literature

Adam Hermon Adam Hermon Salem, New Hampshire Details
Adam Hermon's Beacon Trust Company Experience October 2012 - Present
Job Trust Officer at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust Company   October 2012 - Present
Beacon Trust Company   September 2011 - September 2012
The Crosby Company of New Hampshire  October 2010 - September 2011

Skills
Financial Analysis, Wealth Management, Financial Reporting, Strategic Financial..., Financial Services, Relationship Management, Investments

Education
Boston University Graduate School of Management   2007 — 2011
Master of Business Administration (M.B.A.)

Franklin & Marshall College   1997 — 2001
Bachelor of Business Administration (B.B.A.)