Beacon Trust Company
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Beacon Trust Company Employees
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Experis January 2012 - Present
Beacon Trust Company January 1988 - February 2008
Midlantic National Bank 1900 - January 1987
Education
Dartmouth College
B.A., Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)