Bessemer Trust
Description
Bessemer Trust, founded in 1907, is a private, independent office that oversees more than $140 billion for over 2,500 families, foundations, and endowments. The firm has their headquarters in New York City and 19 regional offices elsewhere in the world. Headquarters: New York City, New York, United States CEO: Marc D. Stern President: George Wilcox Chief investment officer: Rebecca Patterson Founder: Henry Phipps Jr. Parent organization: The Bessemer Group Incorporated
Bessemer Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bessemer Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bessemer Trust Employees
Employee
Years
Job
Industry
Jennifer Sachs Jennifer Sachs's Bessemer Trust Experience January 2011 - January 2012
Job
Industry Financial Services
Experience
Acadian Asset Management September 2014 - Present
BISON.co April 2013 - August 2014
Business Intelligence Advisors March 2012 - February 2013
Bessemer Trust January 2011 - January 2012
Greenwood Research November 2010 - January 2011
National Geographic Channel January 2010 - May 2010
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2008 - August 2008
Fidelity Investments 2007 - 2007
Skills
Dreamweaver, Digital Media, Microsoft Office, Equities, Hedge Funds, Alternative Investments, PowerPoint, Microsoft Excel, Asset Management
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Georgetown University 2006 — 2010
BA
Acadian Asset Management September 2014 - Present
BISON.co April 2013 - August 2014
Business Intelligence Advisors March 2012 - February 2013
Bessemer Trust January 2011 - January 2012
Greenwood Research November 2010 - January 2011
National Geographic Channel January 2010 - May 2010
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2008 - August 2008
Fidelity Investments 2007 - 2007
Skills
Dreamweaver, Digital Media, Microsoft Office, Equities, Hedge Funds, Alternative Investments, PowerPoint, Microsoft Excel, Asset Management
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Georgetown University 2006 — 2010
BA
Jon Hoeg Jon Hoeg's Bessemer Trust Experience January 2014 - Present
Job Fiduciary Tax Consultant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2014 - Present
First Empire Securities, Inc June 2012 - August 2012
Skills
Editing, Financial Modeling, Leadership, Marketing, Public Speaking, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2015
Master of Science (MS), Accounting
LIU Post 2013 — 2015
Accounting
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Anglo-American University, Prague 2011 — 2011
Bessemer Trust January 2014 - Present
First Empire Securities, Inc June 2012 - August 2012
Skills
Editing, Financial Modeling, Leadership, Marketing, Public Speaking, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2015
Master of Science (MS), Accounting
LIU Post 2013 — 2015
Accounting
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Anglo-American University, Prague 2011 — 2011
Antonio H. V. Perrotta Antonio H. V. Perrotta's Bessemer Trust Experience September 2003 - Present
Job MD & CTO at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2003 - Present
JP Morgan September 1995 - September 2003
Price Waterhouse February 1993 - September 1995
Bamerindus Bank 1980 - 1993
Arthur Andersen January 1987 - June 1987
Skills
Wealth Management, Investment Management, Relationship Management, Management, Private Banking, Commercial Banking, Wealth Management..., Fixed Income, Equities, Derivatives, IT Strategy, Asset Management, Capital Markets, Portfolio Management, Enterprise Architecture, Risk Management, Venture Capital, IT Management, Financial Markets, Software Development
Education
Instituto Militar de Engenharia 1982 — 1985
M.S., Computer Sciences
Universidade do Estado do Rio de Janeiro 1978 — 1982
B.S., Economics
Instituto Militar de Engenharia 1977 — 1981
B.S., Electronic Engineering
Bessemer Trust September 2003 - Present
JP Morgan September 1995 - September 2003
Price Waterhouse February 1993 - September 1995
Bamerindus Bank 1980 - 1993
Arthur Andersen January 1987 - June 1987
Skills
Wealth Management, Investment Management, Relationship Management, Management, Private Banking, Commercial Banking, Wealth Management..., Fixed Income, Equities, Derivatives, IT Strategy, Asset Management, Capital Markets, Portfolio Management, Enterprise Architecture, Risk Management, Venture Capital, IT Management, Financial Markets, Software Development
Education
Instituto Militar de Engenharia 1982 — 1985
M.S., Computer Sciences
Universidade do Estado do Rio de Janeiro 1978 — 1982
B.S., Economics
Instituto Militar de Engenharia 1977 — 1981
B.S., Electronic Engineering
Corinne Roberts's Bessemer Trust Experience July 2007 - October 2008
Job Product Marketing at Campaign Monitor
Industry Internet
Experience
Campaign Monitor March 2015 - Present
NewVoiceMedia April 2014 - March 2015
salesforce.com July 2012 - April 2014
Salesforce.com February 2011 - July 2012
Salesforce.com October 2009 - February 2011
Salesforce.com October 2008 - September 2009
Bessemer Trust July 2007 - October 2008
Skills
Salesforce.com, Camtasia, Hoovers, LinkedIn, Twitter, Facebook, YouTube, PowerPoint, Presenting to Clients
Education
Columbia University in the City of New York 2003 — 2007
B.A., Political Science
Campaign Monitor March 2015 - Present
NewVoiceMedia April 2014 - March 2015
salesforce.com July 2012 - April 2014
Salesforce.com February 2011 - July 2012
Salesforce.com October 2009 - February 2011
Salesforce.com October 2008 - September 2009
Bessemer Trust July 2007 - October 2008
Skills
Salesforce.com, Camtasia, Hoovers, LinkedIn, Twitter, Facebook, YouTube, PowerPoint, Presenting to Clients
Education
Columbia University in the City of New York 2003 — 2007
B.A., Political Science
Hailey Thostenson, CFP®, CTFA Hailey Thostenson, CFP®, CTFA's Bessemer Trust Experience October 2014 - Present
Job Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust October 2014 - Present
First Republic Bank February 2012 - October 2014
First Republic Bank July 2010 - February 2012
First Republic Bank May 2008 - July 2010
Wells Fargo June 2007 - May 2008
Wells Fargo Investments April 2006 - June 2007
Wells Fargo Investments May 2005 - April 2006
Minnesota Department of Corrections October 2001 - May 2005
Skills
Wealth Management, Banking, Financial Analysis, Asset Managment, Strategic Financial..., Estate Planning, CTFA, Asset Allocation, Loans, Series 7, Credit, Private Banking, Asset Management, Financial Advisory, Equities, Financial Modeling, Portfolio Management, Securities, Fixed Income, Mutual Funds, Strategy, Investments, Wealth Management..., Investment Advisory, Leadership, Retirement Planning, Financial Services, Commercial Lending, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Finance - Communications
Boston University 2010 — 2011
Online Program in Financial Planning
Cannon Financial Institute 2010 — 2012
Cannon Trust, Honors Graduate
University of California, Los Angeles
CFP® Primer & Review Program
Bessemer Trust October 2014 - Present
First Republic Bank February 2012 - October 2014
First Republic Bank July 2010 - February 2012
First Republic Bank May 2008 - July 2010
Wells Fargo June 2007 - May 2008
Wells Fargo Investments April 2006 - June 2007
Wells Fargo Investments May 2005 - April 2006
Minnesota Department of Corrections October 2001 - May 2005
Skills
Wealth Management, Banking, Financial Analysis, Asset Managment, Strategic Financial..., Estate Planning, CTFA, Asset Allocation, Loans, Series 7, Credit, Private Banking, Asset Management, Financial Advisory, Equities, Financial Modeling, Portfolio Management, Securities, Fixed Income, Mutual Funds, Strategy, Investments, Wealth Management..., Investment Advisory, Leadership, Retirement Planning, Financial Services, Commercial Lending, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Finance - Communications
Boston University 2010 — 2011
Online Program in Financial Planning
Cannon Financial Institute 2010 — 2012
Cannon Trust, Honors Graduate
University of California, Los Angeles
CFP® Primer & Review Program
Cheryl Hines's Bessemer Trust Experience January 1999 - December 2000
Job Portfolio Manager
Industry Financial Services
Experience
TRS 2014 - Present
Oppenheimer & Co. Inc. January 2000 - December 2013
Bessemer Trust January 1999 - December 2000
Skills
Portfolio Management, Risk Management, Asset Allocation, Asset Management, Business Strategy, Marketing Strategy, New Product Ideas, New Product Roll Out, Entrepreneurship, Business Intelligence, Leadership, Competitive Analysis, Written & Oral..., Management, Economics, Investment Strategies, Financial Analysis, Investment Management, Product Management, Hedge Funds, Valuation, Investments
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
TRS 2014 - Present
Oppenheimer & Co. Inc. January 2000 - December 2013
Bessemer Trust January 1999 - December 2000
Skills
Portfolio Management, Risk Management, Asset Allocation, Asset Management, Business Strategy, Marketing Strategy, New Product Ideas, New Product Roll Out, Entrepreneurship, Business Intelligence, Leadership, Competitive Analysis, Written & Oral..., Management, Economics, Investment Strategies, Financial Analysis, Investment Management, Product Management, Hedge Funds, Valuation, Investments
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Mike Tobin Mike Tobin's Bessemer Trust Experience June 2009 - Present
Job Research Analyst at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust June 2009 - Present
Bessemer Trust January 2008 - June 2009
Bessemer Trust September 2006 - January 2008
Davidson Trust Company 2005 - 2005
Skills
Financial Modeling, Creative Presentations, Public Speaking
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Executive Program
University of Richmond 2002 — 2006
B.S.B.A., Business: Concentrations in Finance and Marketing
University College Dublin 2004 — 2004
Semester Abroad, Business
Bessemer Trust June 2009 - Present
Bessemer Trust January 2008 - June 2009
Bessemer Trust September 2006 - January 2008
Davidson Trust Company 2005 - 2005
Skills
Financial Modeling, Creative Presentations, Public Speaking
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Executive Program
University of Richmond 2002 — 2006
B.S.B.A., Business: Concentrations in Finance and Marketing
University College Dublin 2004 — 2004
Semester Abroad, Business
John Teng, PMP® John Teng, PMP®'s Bessemer Trust Experience 2010 - 2012
Job Head of Business Analysis at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International 2012 - Present
Bessemer Trust 2010 - 2012
D. E. Shaw & Co. 2005 - 2010
MarketAxess 1999 - 2005
BNY ESI (now ConvergX) 1997 - 1999
ING U.S. 1994 - 1996
Citicorp 1993 - 1994
Skills
Hedge Funds, Data Modeling, IT Strategy, Business Analysis, CRM, Project Management
Education
Carnegie Mellon University
B.S.
Chelmsford High School
Advent International 2012 - Present
Bessemer Trust 2010 - 2012
D. E. Shaw & Co. 2005 - 2010
MarketAxess 1999 - 2005
BNY ESI (now ConvergX) 1997 - 1999
ING U.S. 1994 - 1996
Citicorp 1993 - 1994
Skills
Hedge Funds, Data Modeling, IT Strategy, Business Analysis, CRM, Project Management
Education
Carnegie Mellon University
B.S.
Chelmsford High School
Rebecca Alexander Rebecca Alexander's Bessemer Trust Experience 2012 - 2013
Job Private Equity & Venture Capital at GLG
Industry Investment Management
Experience
Gerson Lehrman Group (GLG) 2014 - Present
Bessemer Trust 2012 - 2013
EnTrust Capital 2010 - 2012
Yucheng Technologies, Ltd. 2008 - 2010
Credit Suisse January 2006 - December 2006
Bank of New York 2004 - 2005
Skills
Alternative Investments, Hedge Funds, Emerging Markets, Investor Relations, Financial Modeling, Investment Management, Equities, Business Development, Relationship Management, Asset Management, Investments, Strategy, Asset Allocation, Finance, CRM, Capital Markets, Equity Research, Fund Of Funds, Financial Services
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
American University 2000 — 2004
BA, International Economics, International Relations
Gerson Lehrman Group (GLG) 2014 - Present
Bessemer Trust 2012 - 2013
EnTrust Capital 2010 - 2012
Yucheng Technologies, Ltd. 2008 - 2010
Credit Suisse January 2006 - December 2006
Bank of New York 2004 - 2005
Skills
Alternative Investments, Hedge Funds, Emerging Markets, Investor Relations, Financial Modeling, Investment Management, Equities, Business Development, Relationship Management, Asset Management, Investments, Strategy, Asset Allocation, Finance, CRM, Capital Markets, Equity Research, Fund Of Funds, Financial Services
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
American University 2000 — 2004
BA, International Economics, International Relations
Laura Waters Zeigler Laura Waters Zeigler's Bessemer Trust Experience May 2008 - Present
Job Principal, Fiduciary Counsel at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2008 - Present
Katten Muchin Rosenman LLP February 2005 - May 2008
Jeffer, Mangels, Butler & Marmaro LLP January 2004 - February 2005
O'Melveny & Myers LLP February 2002 - January 2004
Fenwick & West August 1999 - February 2002
King & Spalding August 1996 - July 1998
Skills
Estate Planning, Tax, Trusts, Corporate Law, Tax Law, Estate Tax Planning, Licensing, Corporate Tax, Litigation, Estate Law, Legal Writing, Legal Research, Due Diligence, Commercial Litigation, Private Equity, Civil Litigation, Trust Controversy
Education
Boston University School of Law 1998 — 1999
LLM, Taxation
John Marshall Law School 1992 — 1995
JD, magna cum laude, salutatorian
Southern Methodist University 1987 — 1991
BA, English
Park Tudor School 1972 — 1987
High School Diploma, Preparatory academy
Bessemer Trust May 2008 - Present
Katten Muchin Rosenman LLP February 2005 - May 2008
Jeffer, Mangels, Butler & Marmaro LLP January 2004 - February 2005
O'Melveny & Myers LLP February 2002 - January 2004
Fenwick & West August 1999 - February 2002
King & Spalding August 1996 - July 1998
Skills
Estate Planning, Tax, Trusts, Corporate Law, Tax Law, Estate Tax Planning, Licensing, Corporate Tax, Litigation, Estate Law, Legal Writing, Legal Research, Due Diligence, Commercial Litigation, Private Equity, Civil Litigation, Trust Controversy
Education
Boston University School of Law 1998 — 1999
LLM, Taxation
John Marshall Law School 1992 — 1995
JD, magna cum laude, salutatorian
Southern Methodist University 1987 — 1991
BA, English
Park Tudor School 1972 — 1987
High School Diploma, Preparatory academy
Marina Bluvshteyn Marina Bluvshteyn's Bessemer Trust Experience June 2011 - April 2012
Job HR Generalist at Precision For Value
Industry Human Resources
Experience
Precision for Value January 2015 - Present
Infinity Info Systems August 2012 - December 2014
Bessemer Trust June 2011 - April 2012
JWT October 2006 - June 2011
Wunderman February 2006 - July 2006
Razorfish March 2005 - February 2006
Skills
Resource Management, Talent Acquisition, Recruiting, Employee Relations, Talent Management, Policy Management, Benefits Administration, New Employee Orientation, SOX, Work Life Balance, Performance Management, Training & Development, New Hire Orientations, Policy, Employee Training, Interviews, Training, Sarbanes-Oxley Act, Employee Benefits, Management, Onboarding, Applicant Tracking..., HRIS, HR Policies, Employee Engagement
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Organizational Behavior/Human Resource Management
City University of New York-Baruch College - Zicklin School of Business
BBA, Human Resource Management
Precision for Value January 2015 - Present
Infinity Info Systems August 2012 - December 2014
Bessemer Trust June 2011 - April 2012
JWT October 2006 - June 2011
Wunderman February 2006 - July 2006
Razorfish March 2005 - February 2006
Skills
Resource Management, Talent Acquisition, Recruiting, Employee Relations, Talent Management, Policy Management, Benefits Administration, New Employee Orientation, SOX, Work Life Balance, Performance Management, Training & Development, New Hire Orientations, Policy, Employee Training, Interviews, Training, Sarbanes-Oxley Act, Employee Benefits, Management, Onboarding, Applicant Tracking..., HRIS, HR Policies, Employee Engagement
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Organizational Behavior/Human Resource Management
City University of New York-Baruch College - Zicklin School of Business
BBA, Human Resource Management
Steve Emma Steve Emma's Bessemer Trust Experience September 2011 - Present
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2011 - Present
Bernstein Global Wealth Management September 1999 - August 2011
NASDAQ June 1996 - July 1999
Education
Brown University
Bachelor of Arts (B.A.), Business Economics
Bessemer Trust September 2011 - Present
Bernstein Global Wealth Management September 1999 - August 2011
NASDAQ June 1996 - July 1999
Education
Brown University
Bachelor of Arts (B.A.), Business Economics
Christine Weathington Christine Weathington's Bessemer Trust Experience 2015 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2015 - Present
Bessemer Trust 2012 - 2015
Alexander Proudfoot September 2011 - January 2012
Access Insurance Company 2010 - September 2011
Gregory L. Clark 2005 - 2007
Lloyd R. Wilson and Associates 2003 - 2005
HealthSouth 2001 - 2003
TSE Cashmere 1999 - 2000
Skills
Seamless Event..., Adeptly Learn New..., Organizational and..., Event Planning, Business Development, Marketing, Social Media, Event Management, Office Management, Planning Budgeting &..., Executive Support, Recruiting, Management, CRM, Investments, Estate Planning, Wealth Management, Integrated Marketing, Time Management, Leadership, Team Building, Public Relations, Customer Service, Strategic Planning
Education
Auburn University 1994 — 1999
Bachelor of Arts, Mass Communications
WA Berry High School 1990 — 1994
Bessemer Trust 2015 - Present
Bessemer Trust 2012 - 2015
Alexander Proudfoot September 2011 - January 2012
Access Insurance Company 2010 - September 2011
Gregory L. Clark 2005 - 2007
Lloyd R. Wilson and Associates 2003 - 2005
HealthSouth 2001 - 2003
TSE Cashmere 1999 - 2000
Skills
Seamless Event..., Adeptly Learn New..., Organizational and..., Event Planning, Business Development, Marketing, Social Media, Event Management, Office Management, Planning Budgeting &..., Executive Support, Recruiting, Management, CRM, Investments, Estate Planning, Wealth Management, Integrated Marketing, Time Management, Leadership, Team Building, Public Relations, Customer Service, Strategic Planning
Education
Auburn University 1994 — 1999
Bachelor of Arts, Mass Communications
WA Berry High School 1990 — 1994
Rachael (Johnson) Noonan's Bessemer Trust Experience November 2012 - Present
Job Executive Assistant at Bessemer Trust
Industry Public Policy
Experience
Bessemer Trust November 2012 - Present
The Foreign Policy Initiative May 2011 - November 2012
Office of Congressman Chuck Fleischmann January 2011 - May 2011
The Foreign Policy Initiative August 2010 - January 2011
The Foreign Policy Initiative May 2010 - August 2010
English Language Institute January 2010 - May 2010
American University in Bulgaria August 2009 - May 2010
Skills
Political Science, Public Policy, Politics, Non-profits, Grassroots Organizing, Foreign Policy, International Relations, Policy Analysis, Public Affairs, Public Relations, Government, Policy, Political Campaigns, Legislative Relations, Strategic Communications, Nonprofits
Education
American University in Bulgaria 2007 — 2010
BA, Business
The University of Tennessee
Bessemer Trust November 2012 - Present
The Foreign Policy Initiative May 2011 - November 2012
Office of Congressman Chuck Fleischmann January 2011 - May 2011
The Foreign Policy Initiative August 2010 - January 2011
The Foreign Policy Initiative May 2010 - August 2010
English Language Institute January 2010 - May 2010
American University in Bulgaria August 2009 - May 2010
Skills
Political Science, Public Policy, Politics, Non-profits, Grassroots Organizing, Foreign Policy, International Relations, Policy Analysis, Public Affairs, Public Relations, Government, Policy, Political Campaigns, Legislative Relations, Strategic Communications, Nonprofits
Education
American University in Bulgaria 2007 — 2010
BA, Business
The University of Tennessee
Joseph H. Shin's Bessemer Trust Experience August 2006 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust August 2006 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree
Carnegie Mellon University
Bessemer Trust August 2006 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree
Carnegie Mellon University
Stephen Kistner, CFA's Bessemer Trust Experience October 2007 - March 2011
Job Investment Counselor at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2011 - Present
Bessemer Trust October 2007 - March 2011
U. S. Trust 2004 - 2007
State Street 1983 - 2004
Education
Harvard College 1970 — 1974
A.B., History
Boston University
M.B.A., Finance
Eaton Vance March 2011 - Present
Bessemer Trust October 2007 - March 2011
U. S. Trust 2004 - 2007
State Street 1983 - 2004
Education
Harvard College 1970 — 1974
A.B., History
Boston University
M.B.A., Finance
Gregory Temborski's Bessemer Trust Experience December 2007 - Present
Job Associate Vice President, Tax Consultant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust December 2007 - Present
Popper, Seger & Popper, LLP February 2007 - December 2007
Skills
Tax, S Corporations, Tax Accounting, Financial Reporting, Income Tax, Corporate Tax, Tax Research, Tax Preparation, Partnership Taxation, Tax Review, Gift Tax, Partnership Review, S Corporations Review, Bookkeeping, Gift Tax Review, Management
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Bessemer Trust December 2007 - Present
Popper, Seger & Popper, LLP February 2007 - December 2007
Skills
Tax, S Corporations, Tax Accounting, Financial Reporting, Income Tax, Corporate Tax, Tax Research, Tax Preparation, Partnership Taxation, Tax Review, Gift Tax, Partnership Review, S Corporations Review, Bookkeeping, Gift Tax Review, Management
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Frasier Esty's Bessemer Trust Experience December 2014 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust December 2014 - Present
U.S. Trust September 2013 - November 2014
Silvercrest Asset Management June 2013 - August 2013
Hamlin Capital Management June 2012 - July 2012
Essex Financial Services July 2011 - August 2011
Hamlin Capital Management June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Financial Analysis, Leadership, Facebook, Windows, Investments, PowerPoint, Analysis
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), History and Political Science
Bessemer Trust December 2014 - Present
U.S. Trust September 2013 - November 2014
Silvercrest Asset Management June 2013 - August 2013
Hamlin Capital Management June 2012 - July 2012
Essex Financial Services July 2011 - August 2011
Hamlin Capital Management June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Financial Analysis, Leadership, Facebook, Windows, Investments, PowerPoint, Analysis
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), History and Political Science
Daniel Freiman's Bessemer Trust Experience June 2013 - August 2014
Job Analyst at Bayview Asset Management, LLC
Industry Banking
Experience
Bayview Asset Management, LLC August 2014 - Present
Bessemer Trust June 2013 - August 2014
UBS Investment Bank July 2012 - June 2013
Royal Bank of Scotland August 2011 - March 2012
Skills
Equities, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Spanish, Data Analysis, International Relations, Chinese, Portfolio Management
Education
University of Pennsylvania 2007 — 2011
B.A., Political Science and East Asian Languages and Civilizations (Chinese concentration)
East China Normal University 2009 — 2010
Chinese Studies
Beijing Institute of Education 2009 — 2009
Chinese Language and Literature
Columbia University in the City of New York 2008 — 2008
Chinese Language and Literature
Bayview Asset Management, LLC August 2014 - Present
Bessemer Trust June 2013 - August 2014
UBS Investment Bank July 2012 - June 2013
Royal Bank of Scotland August 2011 - March 2012
Skills
Equities, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Spanish, Data Analysis, International Relations, Chinese, Portfolio Management
Education
University of Pennsylvania 2007 — 2011
B.A., Political Science and East Asian Languages and Civilizations (Chinese concentration)
East China Normal University 2009 — 2010
Chinese Studies
Beijing Institute of Education 2009 — 2009
Chinese Language and Literature
Columbia University in the City of New York 2008 — 2008
Chinese Language and Literature
Stephen LaPerla, CFA's Bessemer Trust Experience January 2012 - Present
Job Associate Vice President, Quantitative Analyst at Bessemer Investment Management
Industry Financial Services
Experience
Bessemer Trust January 2012 - Present
Bessemer Trust August 2010 - December 2011
Bessemer Securities Corporation August 2008 - August 2010
Bessemer Investment Management June 2007 - August 2007
Starwood Hotels & Resorts Worldwide, Inc. June 2006 - August 2006
Skills
Financial Modeling, Fixed Income, Portfolio Management, Strategy, Hedge Funds, Equities, VBA, Microsoft Excel, Asset Managment, Private Equity, Monte Carlo Simulation, Economics, Asset Management
Education
Columbia University in the City of New York 2004 — 2008
B.A., Mathematics
Bessemer Trust January 2012 - Present
Bessemer Trust August 2010 - December 2011
Bessemer Securities Corporation August 2008 - August 2010
Bessemer Investment Management June 2007 - August 2007
Starwood Hotels & Resorts Worldwide, Inc. June 2006 - August 2006
Skills
Financial Modeling, Fixed Income, Portfolio Management, Strategy, Hedge Funds, Equities, VBA, Microsoft Excel, Asset Managment, Private Equity, Monte Carlo Simulation, Economics, Asset Management
Education
Columbia University in the City of New York 2004 — 2008
B.A., Mathematics
Matthew Toglia, CEBS, CCP Matthew Toglia, CEBS, CCP's Bessemer Trust Experience June 2014 - Present
Job Principal, Head of Compensation, Benefits & HRIS at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2014 - Present
Univision Communications Inc. January 2013 - June 2014
DRS Technologies September 2005 - December 2012
Lucent Technologies April 1998 - September 2005
Philips Electronics North America November 1995 - April 1998
UST Inc. March 1995 - September 1995
Lehman Brothers November 1993 - March 1995
Buck Consultants February 1988 - November 1993
Skills
Benefits Administration, Vendor Management, 401k, ERISA, HR Policies, Defined Benefit, HRIS, Employee Benefits, Mergers & Acquisitions, Open Enrollment, Pensions, Health Insurance, Employee Wellness, Talent Management, Leadership, Pension Administration, Investment Management, Negotiation, Cafeteria Plans, Pension Funds, Benefit Communication, Health Policy, Business Planning, Compensation Structures, Actuarial, Plan Design, Welfare, Mergers, RFP Generation, SPDs, Union Negotiations, Employee Stock Options, Wellness Programs, Group Benefits, Health Plans, Benefits, Vendor Relations, compensation survey, 409A, Non-Qualified Deferred..., Bonus Programs, Salary Review, Human Resources, Succession Planning, Deferred Compensation
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Marketing
Allegheny College 1983 — 1987
BS, Statistical Economics, Mathematics
Saint Joseph High School 1979 — 1983
Bessemer Trust June 2014 - Present
Univision Communications Inc. January 2013 - June 2014
DRS Technologies September 2005 - December 2012
Lucent Technologies April 1998 - September 2005
Philips Electronics North America November 1995 - April 1998
UST Inc. March 1995 - September 1995
Lehman Brothers November 1993 - March 1995
Buck Consultants February 1988 - November 1993
Skills
Benefits Administration, Vendor Management, 401k, ERISA, HR Policies, Defined Benefit, HRIS, Employee Benefits, Mergers & Acquisitions, Open Enrollment, Pensions, Health Insurance, Employee Wellness, Talent Management, Leadership, Pension Administration, Investment Management, Negotiation, Cafeteria Plans, Pension Funds, Benefit Communication, Health Policy, Business Planning, Compensation Structures, Actuarial, Plan Design, Welfare, Mergers, RFP Generation, SPDs, Union Negotiations, Employee Stock Options, Wellness Programs, Group Benefits, Health Plans, Benefits, Vendor Relations, compensation survey, 409A, Non-Qualified Deferred..., Bonus Programs, Salary Review, Human Resources, Succession Planning, Deferred Compensation
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Marketing
Allegheny College 1983 — 1987
BS, Statistical Economics, Mathematics
Saint Joseph High School 1979 — 1983
Christopher M. Turner Christopher M. Turner's Bessemer Trust Experience March 1987 - September 1992
Job Managing Director at The Leo Group, LLC
Industry Financial Services
Experience
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
Jane Symington Jane Symington's Bessemer Trust Experience May 2014 - Present
Job Principal, Senior Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2014 - Present
Bessemer Trust 1995 - 2006
US Trust June 1988 - October 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Management, Asset Allocation, Investments, Equities, Wealth Management, Investment Strategies, Portfolio Management, Fixed Income, Investment Advisory, Series 7, Due Diligence, Valuation, Estate Planning, Mutual Funds, Securities, High Net Worth...
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA)
Trinity University-Washington 1983 — 1987
Bachelor's degree, English Language and Literature, General
Bessemer Trust May 2014 - Present
Bessemer Trust 1995 - 2006
US Trust June 1988 - October 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Management, Asset Allocation, Investments, Equities, Wealth Management, Investment Strategies, Portfolio Management, Fixed Income, Investment Advisory, Series 7, Due Diligence, Valuation, Estate Planning, Mutual Funds, Securities, High Net Worth...
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA)
Trinity University-Washington 1983 — 1987
Bachelor's degree, English Language and Literature, General
Pamela Brennan's Bessemer Trust Experience August 2014 - Present
Job Relief Receptionist at Bessemer Trust
Industry Music
Experience
Bessemer Trust August 2014 - Present
Gerard Brennan Esq., May 2013 - March 2014
Rosetta December 2006 - March 2013
Random House January 2006 - December 2006
Grey Advertising September 1996 - January 2006
Skills
PowerPoint, Outlook, Mac, Microsoft Word, Microsoft Excel, Superior Customer..., Customer Service, Administrative..., Time Management, Human Resources, Management, Event Planning, Team Building, Interviews
Education
Boston University
Bessemer Trust August 2014 - Present
Gerard Brennan Esq., May 2013 - March 2014
Rosetta December 2006 - March 2013
Random House January 2006 - December 2006
Grey Advertising September 1996 - January 2006
Skills
PowerPoint, Outlook, Mac, Microsoft Word, Microsoft Excel, Superior Customer..., Customer Service, Administrative..., Time Management, Human Resources, Management, Event Planning, Team Building, Interviews
Education
Boston University
Hak Lee Hak Lee's Bessemer Trust Experience January 2014 - December 2014
Job FSO Tax at EY
Industry Financial Services
Experience
EY July 2015 - Present
Citrin Cooperman January 2015 - April 2015
Bessemer Trust January 2014 - December 2014
Engineered Textile Solutions, LLC January 2012 - January 2014
Woori America Bank May 2011 - December 2011
Crowne Plaza Hartford September 2010 - February 2011
Skills
Accounting, Account Reconciliation, Budgets, Finance, Bank Reconciliation, Tax Returns, Financial Accounting, Financial Statements, Microsoft Office, Tax, Credit Analysis, QuickBooks, ProSystem fx Tax, Tax Preparation, Income Tax
Education
Baruch College 2013 — 2014
Master of Science (MS), Taxation
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
B.S., Finance
Boston College
KAPLI
KAPLI
Tsinghua University
EY July 2015 - Present
Citrin Cooperman January 2015 - April 2015
Bessemer Trust January 2014 - December 2014
Engineered Textile Solutions, LLC January 2012 - January 2014
Woori America Bank May 2011 - December 2011
Crowne Plaza Hartford September 2010 - February 2011
Skills
Accounting, Account Reconciliation, Budgets, Finance, Bank Reconciliation, Tax Returns, Financial Accounting, Financial Statements, Microsoft Office, Tax, Credit Analysis, QuickBooks, ProSystem fx Tax, Tax Preparation, Income Tax
Education
Baruch College 2013 — 2014
Master of Science (MS), Taxation
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
B.S., Finance
Boston College
KAPLI
KAPLI
Tsinghua University
Katerina Partlova's Bessemer Trust Experience June 2015 - August 2015
Job CLevel Executive Support/Special Projects and Event Management/Interpreter
Industry Entertainment
Experience
TransPerfect September 2015 - Present
Bessemer Trust June 2015 - August 2015
Appeal of Conscience Foundation March 2011 - March 2015
Xcel Fitness Studio LLC March 2004 - March 2011
Leo Burnett Group January 2001 - December 2001
Central European Media Enterprises - Tv Nova February 1997 - December 2000
HBO May 1994 - January 1997
OSCE 1990 - 1994
Skills
Event Planning, Event Management, Nonprofits, Social Media, Community Outreach, Fundraising, Corporate Communications, Organizational..., Leadership Development, Public Speaking, Leadership, Public Relations, Marketing Communications, Volunteer Management, Coaching, Management, Advertising
Education
Charles University in Prague, Faculty of Humanities
Language Interpretation and Translation
Universidad de Salamanca
Spanish Language and Literature
TransPerfect September 2015 - Present
Bessemer Trust June 2015 - August 2015
Appeal of Conscience Foundation March 2011 - March 2015
Xcel Fitness Studio LLC March 2004 - March 2011
Leo Burnett Group January 2001 - December 2001
Central European Media Enterprises - Tv Nova February 1997 - December 2000
HBO May 1994 - January 1997
OSCE 1990 - 1994
Skills
Event Planning, Event Management, Nonprofits, Social Media, Community Outreach, Fundraising, Corporate Communications, Organizational..., Leadership Development, Public Speaking, Leadership, Public Relations, Marketing Communications, Volunteer Management, Coaching, Management, Advertising
Education
Charles University in Prague, Faculty of Humanities
Language Interpretation and Translation
Universidad de Salamanca
Spanish Language and Literature
Natalie Reed Natalie Reed's Bessemer Trust Experience May 2007 - March 2011
Job Senior Associate Accountant at JLL
Industry Real Estate
Experience
JLL August 2015 - Present
CBRE February 2015 - July 2015
CBRE July 2013 - February 2015
CBRE March 2011 - July 2013
Bessemer Trust May 2007 - March 2011
Provident Funding Associates L.P. September 2006 - May 2007
Skills
Portfolio Management, Real Estate, Asset Managment, Financial Analysis, Asset Management, Investments, Finance, Property Management, Due Diligence, Commercial Real Estate, Mortgage Lending, Corporate Real Estate, Budgets, Financial Modeling, Management, Real Estate Economics
Education
Colgate University 2002 — 2006
B.A., English Literature & Spanish Literature
City College of San Francisco
JLL August 2015 - Present
CBRE February 2015 - July 2015
CBRE July 2013 - February 2015
CBRE March 2011 - July 2013
Bessemer Trust May 2007 - March 2011
Provident Funding Associates L.P. September 2006 - May 2007
Skills
Portfolio Management, Real Estate, Asset Managment, Financial Analysis, Asset Management, Investments, Finance, Property Management, Due Diligence, Commercial Real Estate, Mortgage Lending, Corporate Real Estate, Budgets, Financial Modeling, Management, Real Estate Economics
Education
Colgate University 2002 — 2006
B.A., English Literature & Spanish Literature
City College of San Francisco
Patty Orsini Patty Orsini's Bessemer Trust Experience 1987 - 1990
Job Strategic Client Executive at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare January 2011 - Present
UnitedHealth Group August 2006 - March 2011
UnitedHealth Group March 2004 - December 2006
UnitedHealth Group August 2002 - August 2005
CIGNA 1990 - 2002
Bessemer Trust 1987 - 1990
Bessemer Trust 1987 - 1990
Skills
Strategy, CRM, Program Management, Account Management, Managed Care, Management, New Business Development, Consumer Relations, Strategic Planning, Sales, Process Improvement
Education
Albertus Magnus College 2002 — 2005
BS, Business Management
UnitedHealthcare January 2011 - Present
UnitedHealth Group August 2006 - March 2011
UnitedHealth Group March 2004 - December 2006
UnitedHealth Group August 2002 - August 2005
CIGNA 1990 - 2002
Bessemer Trust 1987 - 1990
Bessemer Trust 1987 - 1990
Skills
Strategy, CRM, Program Management, Account Management, Managed Care, Management, New Business Development, Consumer Relations, Strategic Planning, Sales, Process Improvement
Education
Albertus Magnus College 2002 — 2005
BS, Business Management
Steven Benjamin, CFA Steven Benjamin, CFA's Bessemer Trust Experience September 2000 - July 2005
Job Associate Partner at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
Mitchell Cooper's Bessemer Trust Experience February 2013 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 2013 - Present
Alex Cooper Auctioneers June 2012 - February 2013
Barclays Wealth; London July 2011 - August 2011
The Boston Harbor Association March 2011 - April 2011
Skills
Matlab, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Java, Research, Photoshop, HTML, Financial Modeling, PHP, Bloomberg, Social Media, Market Research, Public Speaking, Strategic Planning, Social Media Marketing, Entrepreneurship
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Law
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance and Law
Mcdonogh School 2000 — 2008
Bessemer Trust February 2013 - Present
Alex Cooper Auctioneers June 2012 - February 2013
Barclays Wealth; London July 2011 - August 2011
The Boston Harbor Association March 2011 - April 2011
Skills
Matlab, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Java, Research, Photoshop, HTML, Financial Modeling, PHP, Bloomberg, Social Media, Market Research, Public Speaking, Strategic Planning, Social Media Marketing, Entrepreneurship
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Law
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance and Law
Mcdonogh School 2000 — 2008
Alina Allakhveranova, CPA Alina Allakhveranova, CPA's Bessemer Trust Experience January 2010 - October 2010
Job Tax Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2010 - Present
Bessemer Trust January 2010 - October 2010
Darger & Errante LLP 2009 - 2009
UBS 2006 - 2006
Ukrainian Congress Committee of America June 2004 - October 2004
Skills
Spring, Financial Accounting, Corporate Tax, Tax Preparation, Income Tax, IFRS, Auditing, Financial Analysis, US GAAP, Tax, Tax Accounting, SEC filings, Internal Controls, Accounting, International Tax, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Tax Research, Foreign Languages
Education
Becker CPA Review Course 2010 — 2010
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2002
Combined Bachelor's and Master's
Ernst & Young October 2010 - Present
Bessemer Trust January 2010 - October 2010
Darger & Errante LLP 2009 - 2009
UBS 2006 - 2006
Ukrainian Congress Committee of America June 2004 - October 2004
Skills
Spring, Financial Accounting, Corporate Tax, Tax Preparation, Income Tax, IFRS, Auditing, Financial Analysis, US GAAP, Tax, Tax Accounting, SEC filings, Internal Controls, Accounting, International Tax, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Tax Research, Foreign Languages
Education
Becker CPA Review Course 2010 — 2010
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2002
Combined Bachelor's and Master's
Daniel A. Taylor Daniel A. Taylor's Bessemer Trust Experience 2009 - 2013
Job Director, Global Compliance Analytics at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Christina Puder's Bessemer Trust Experience March 2015 - Present
Job Associate Client Advisor Client Account Management Team at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust March 2015 - Present
Bessemer Trust June 2014 - March 2015
U.S. House of Representatives, Office of Congressman Lloyd Doggett May 2013 - June 2014
U.S. House of Representatives, Office of Congressman Lloyd Doggett November 2012 - April 2013
Doggett for Congress Campaign August 2012 - November 2012
Skills
Research, Financial Planning, Public Speaking, Writing, Strategic Communications, Community Outreach, Policy Analysis, Politics, Spanish, Political Campaigns, Public Policy, Legislative Relations, Political Science, Grassroots Organizing, International Relations, Government
Education
Amherst College 2008 — 2012
Political Science
Antonian College Preparatory High School 2004 — 2008
Bessemer Trust March 2015 - Present
Bessemer Trust June 2014 - March 2015
U.S. House of Representatives, Office of Congressman Lloyd Doggett May 2013 - June 2014
U.S. House of Representatives, Office of Congressman Lloyd Doggett November 2012 - April 2013
Doggett for Congress Campaign August 2012 - November 2012
Skills
Research, Financial Planning, Public Speaking, Writing, Strategic Communications, Community Outreach, Policy Analysis, Politics, Spanish, Political Campaigns, Public Policy, Legislative Relations, Political Science, Grassroots Organizing, International Relations, Government
Education
Amherst College 2008 — 2012
Political Science
Antonian College Preparatory High School 2004 — 2008
Herbert Luque's Bessemer Trust Experience June 2006 - October 2009
Job Financial Sales Consultant at PNC Financial Services Group
Industry Financial Services
Experience
PNC April 2014 - Present
E*TRADE Financial 2011 - 2012
Bessemer Trust June 2006 - October 2009
Lehman Brothers 2003 - 2006
Deutsche Bank (Formerly Banker's Trust Co.) 1998 - 2002
Bank of New York Mellon 1997 - 1997
JPMorgan Chase 1995 - 1997
Skills
Bloomberg, Equities, FX Options, Prime Brokerage, Trading, Securities, Financial Risk, Risk Management, Back Office, Hedge Funds, Trading Systems, Banking, Cash Management, Settlement, Fixed Income, Financial Services, AML, Derivatives, Mutual Funds, Analysis, Account Reconciliation, Middle Office, Series 7, Series 63, Relationship Management, Investments, KYC, Foreign Exchange, Operational Risk, Finance, Operational Risk..., Corporate Actions
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1989
Law Enforcement Administration
PNC April 2014 - Present
E*TRADE Financial 2011 - 2012
Bessemer Trust June 2006 - October 2009
Lehman Brothers 2003 - 2006
Deutsche Bank (Formerly Banker's Trust Co.) 1998 - 2002
Bank of New York Mellon 1997 - 1997
JPMorgan Chase 1995 - 1997
Skills
Bloomberg, Equities, FX Options, Prime Brokerage, Trading, Securities, Financial Risk, Risk Management, Back Office, Hedge Funds, Trading Systems, Banking, Cash Management, Settlement, Fixed Income, Financial Services, AML, Derivatives, Mutual Funds, Analysis, Account Reconciliation, Middle Office, Series 7, Series 63, Relationship Management, Investments, KYC, Foreign Exchange, Operational Risk, Finance, Operational Risk..., Corporate Actions
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1989
Law Enforcement Administration
Timothy Cooney's Bessemer Trust Experience March 1999 - March 2001
Job Managing Director SunTrust Bank
Industry Investment Management
Experience
J.P. Morgan December 2012 - August 2014
LS Investment Advisors March 2005 - January 2013
Bessemer Trust March 1999 - March 2001
The White House February 1996 - March 1999
Skills
Investments, Asset Management, Equities, Venture Capital, Asset Managment, Private Equity, Securities
Education
Boston College
Bachelor of Arts (B.A.), magna cum laude
University of Cambridge
Master's Degree, Law, Economic Crime Prevention
The Catholic University of America, Columbus School of Law
Juris Doctor, Law, American Jurisprudence Award -Highest Score-Constitutional Law
J.P. Morgan December 2012 - August 2014
LS Investment Advisors March 2005 - January 2013
Bessemer Trust March 1999 - March 2001
The White House February 1996 - March 1999
Skills
Investments, Asset Management, Equities, Venture Capital, Asset Managment, Private Equity, Securities
Education
Boston College
Bachelor of Arts (B.A.), magna cum laude
University of Cambridge
Master's Degree, Law, Economic Crime Prevention
The Catholic University of America, Columbus School of Law
Juris Doctor, Law, American Jurisprudence Award -Highest Score-Constitutional Law
Michelle Mulhearn's Bessemer Trust Experience June 2015 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Cantor Fitzgerald June 2014 - August 2014
BGC Partners May 2013 - August 2013
Norbelle Telecommunications Company May 2012 - August 2012
Red Line Films June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Leadership, Public Speaking, Facebook, Social Networking, Photoshop, Fundraising, Event Management, Networking
Education
Boston College 2013 — 2015
Bachelor of Science (BS), Economics
Rye High School
Bessemer Trust June 2015 - Present
Cantor Fitzgerald June 2014 - August 2014
BGC Partners May 2013 - August 2013
Norbelle Telecommunications Company May 2012 - August 2012
Red Line Films June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Leadership, Public Speaking, Facebook, Social Networking, Photoshop, Fundraising, Event Management, Networking
Education
Boston College 2013 — 2015
Bachelor of Science (BS), Economics
Rye High School
Melanie Valente, Esq. Melanie Valente, Esq.'s Bessemer Trust Experience May 2004 - August 2011
Job Law Clerk at David S. Ged, P.A.
Industry Law Practice
Experience
David S. Ged, P.A. October 2012 - Present
The Law Offices of William J. Golding, P.C. May 2012 - August 2012
Bessemer Trust May 2004 - August 2011
International Solidarity and Human Rights Institute 2008 - 2008
Skills
Microsoft Word, Legal Research, Microsoft Office, Legal Writing, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Litigation, Social Media, Customer Service, Human Resources, Nonprofits, Fundraising
Education
Ave Maria School of Law 2010 — 2013
Doctor of Law (J.D.)
Franciscan University of Steubenville 2005 — 2009
Bachelor's degree, Legal Studies, General
David S. Ged, P.A. October 2012 - Present
The Law Offices of William J. Golding, P.C. May 2012 - August 2012
Bessemer Trust May 2004 - August 2011
International Solidarity and Human Rights Institute 2008 - 2008
Skills
Microsoft Word, Legal Research, Microsoft Office, Legal Writing, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Litigation, Social Media, Customer Service, Human Resources, Nonprofits, Fundraising
Education
Ave Maria School of Law 2010 — 2013
Doctor of Law (J.D.)
Franciscan University of Steubenville 2005 — 2009
Bachelor's degree, Legal Studies, General
Leonard J. Adler Leonard J. Adler's Bessemer Trust Experience March 2010 - Present
Job Managing Director at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust March 2010 - Present
JP Morgan Chase 2001 - 2010
Greenberg Traurig, LLP 1987 - 2001
Gelberg & Abrams 1984 - 1987
Kelley Drye & Warren LLP 1978 - 1984
Skills
Estate Planning, Trusts, Wealth Management..., Wealth, Asset Protection, Investment Strategies, Tax, Estate Tax Planning, Financial Planners, Wills, Retirement Planning, Corporate Law, Due Diligence, Securities, Tax Law, Hedge Funds, Retirement, Trust Services, Financial Services, Mutual Funds, Finance, Management, Succession Planning, Banking, Private Banking
Education
New York University School of Law 1978 — 1981
LL.M., Taxation
Columbia University School of Law 1975 — 1978
J.D.
University of Pennsylvania - The Wharton School 1971 — 1975
B.S. Economics
Bessemer Trust March 2010 - Present
JP Morgan Chase 2001 - 2010
Greenberg Traurig, LLP 1987 - 2001
Gelberg & Abrams 1984 - 1987
Kelley Drye & Warren LLP 1978 - 1984
Skills
Estate Planning, Trusts, Wealth Management..., Wealth, Asset Protection, Investment Strategies, Tax, Estate Tax Planning, Financial Planners, Wills, Retirement Planning, Corporate Law, Due Diligence, Securities, Tax Law, Hedge Funds, Retirement, Trust Services, Financial Services, Mutual Funds, Finance, Management, Succession Planning, Banking, Private Banking
Education
New York University School of Law 1978 — 1981
LL.M., Taxation
Columbia University School of Law 1975 — 1978
J.D.
University of Pennsylvania - The Wharton School 1971 — 1975
B.S. Economics
Arie Tomasso Arie Tomasso's Bessemer Trust Experience 2004 - 2005
Job Director, Benefits at Sony Music Entertainment
Industry Human Resources
Experience
Sony Music Entertainment April 2014 - Present
Sony Music Entertainment January 2009 - Present
The Ascher Group - Alpharma/King Pharmaceuticals 2008 - 2009
Vonage 2005 - 2008
Bessemer Trust 2004 - 2005
Pfizer 2001 - 2004
Skills
Benefits, HRIS, Employee Benefits, 401k, Defined Benefit, Payroll, Benefits Administration, Succession Planning, Recruiting, Employee Relations, New Hire Orientations, Performance Management, Onboarding, Human Resources, Deferred Compensation, COBRA, FMLA, Management, Policy
Education
College of Saint Elizabeth
Bachelor of Arts (B.A.), HR, Minor: Psychology
Sony Music Entertainment April 2014 - Present
Sony Music Entertainment January 2009 - Present
The Ascher Group - Alpharma/King Pharmaceuticals 2008 - 2009
Vonage 2005 - 2008
Bessemer Trust 2004 - 2005
Pfizer 2001 - 2004
Skills
Benefits, HRIS, Employee Benefits, 401k, Defined Benefit, Payroll, Benefits Administration, Succession Planning, Recruiting, Employee Relations, New Hire Orientations, Performance Management, Onboarding, Human Resources, Deferred Compensation, COBRA, FMLA, Management, Policy
Education
College of Saint Elizabeth
Bachelor of Arts (B.A.), HR, Minor: Psychology
Thomas Frank Thomas Frank's Bessemer Trust Experience September 1994 - March 2010
Job Executive Vice President, Northern California Regional Manager at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company April 2013 - Present
Abbot Downing March 2010 - March 2013
Bessemer Trust September 1994 - March 2010
U.S. Trust Company of New York November 1987 - August 1994
Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...
Education
Brooklyn Law School 1989 — 1993
JD, Law
Georgetown University 1982 — 1986
BSFS, Foreign Service
Whittier Trust Company April 2013 - Present
Abbot Downing March 2010 - March 2013
Bessemer Trust September 1994 - March 2010
U.S. Trust Company of New York November 1987 - August 1994
Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...
Education
Brooklyn Law School 1989 — 1993
JD, Law
Georgetown University 1982 — 1986
BSFS, Foreign Service
Leila Radzin Leila Radzin's Bessemer Trust Experience August 2010 - May 2011
Job VP Project Manager/Business Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bessemer Trust August 2010 - May 2011
Computer Insight Learning Center September 2009 - April 2010
UBS May 2005 - April 2009
UBS/PaineWebber September 1997 - May 2005
Information Builders September 1995 - April 1997
Citi March 1994 - April 1995
Information Builders Inc March 1991 - February 1994
Skills
Visio, Access, Microsoft Excel, PowerPoint, Banking, HTML, PL/SQL, Business Analysis, Requirements Analysis, MS Project, Vendor Management, Project Management, Analysis, Unix, SQL, Software Documentation, SDLC, Enterprise Architecture, Capital Markets, Oracle, Risk Management
Education
City University of New York-Brooklyn College
BA, Sociology/Business
Bessemer Trust August 2010 - May 2011
Computer Insight Learning Center September 2009 - April 2010
UBS May 2005 - April 2009
UBS/PaineWebber September 1997 - May 2005
Information Builders September 1995 - April 1997
Citi March 1994 - April 1995
Information Builders Inc March 1991 - February 1994
Skills
Visio, Access, Microsoft Excel, PowerPoint, Banking, HTML, PL/SQL, Business Analysis, Requirements Analysis, MS Project, Vendor Management, Project Management, Analysis, Unix, SQL, Software Documentation, SDLC, Enterprise Architecture, Capital Markets, Oracle, Risk Management
Education
City University of New York-Brooklyn College
BA, Sociology/Business
Diane Cerulli's Bessemer Trust Experience June 2005 - July 2011
Job Senior US Benefits Specialist at Elementis
Industry Human Resources
Experience
Elementis January 2013 - Present
Robert Wood Johnson University Hospital 2012 - January 2013
Bessemer Trust June 2005 - July 2011
PCI - Personnel Coordinators May 2005 - June 2005
Delta Dental of NJ June 1998 - May 2005
Skills
Benefits Administration, NJ Health Producer..., NJ Life Producer License, New Hire Orientations, Employee Benefits, Human Resources, Deferred Compensation, Employee Training, Employee Relations, ADP Payroll, Payroll, Policy, Talent Acquisition, Onboarding, Outlook, Health Insurance, Open Enrollment, Recruiting, HRIS, 401k, Workforce Planning, Applicant Tracking..., Interviews, HR Policies, COBRA, FMLA, Labor Relations, Succession Planning, Performance Management, Management, Talent Management, Employee Engagement, Personnel Management, Workers Compensation, Health Savings Accounts, Job Fairs, Internet Recruiting, College Recruiting, Background Checks, Benefits Negotiation, Employee Handbooks
Education
Caldwell College
Psychology/Human Resources
Kean University
Education
Nutley High School
Diploma, College Prep
Elementis January 2013 - Present
Robert Wood Johnson University Hospital 2012 - January 2013
Bessemer Trust June 2005 - July 2011
PCI - Personnel Coordinators May 2005 - June 2005
Delta Dental of NJ June 1998 - May 2005
Skills
Benefits Administration, NJ Health Producer..., NJ Life Producer License, New Hire Orientations, Employee Benefits, Human Resources, Deferred Compensation, Employee Training, Employee Relations, ADP Payroll, Payroll, Policy, Talent Acquisition, Onboarding, Outlook, Health Insurance, Open Enrollment, Recruiting, HRIS, 401k, Workforce Planning, Applicant Tracking..., Interviews, HR Policies, COBRA, FMLA, Labor Relations, Succession Planning, Performance Management, Management, Talent Management, Employee Engagement, Personnel Management, Workers Compensation, Health Savings Accounts, Job Fairs, Internet Recruiting, College Recruiting, Background Checks, Benefits Negotiation, Employee Handbooks
Education
Caldwell College
Psychology/Human Resources
Kean University
Education
Nutley High School
Diploma, College Prep
Yvelisse Santiago Yvelisse Santiago's Bessemer Trust Experience January 2009 - October 2009
Job Bookkeeper
Industry Accounting
Experience
dbooks March 2010 - Present
Geller & Company October 2009 - March 2010
Bessemer Trust January 2009 - October 2009
Ernst & Young June 2008 - August 2008
Federal Reserve Bank of New York February 2008 - June 2008
Bruce H Sobel October 2007 - January 2008
Muchnick, Golieb & Golieb PC September 2005 - October 2007
Skills
Outlook, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Tax, Microsoft Word, Leadership, Spanish
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2013
Bachelor of Business Administration (B.B.A.), Major: Operations Management, Minors: Law and Spanish
dbooks March 2010 - Present
Geller & Company October 2009 - March 2010
Bessemer Trust January 2009 - October 2009
Ernst & Young June 2008 - August 2008
Federal Reserve Bank of New York February 2008 - June 2008
Bruce H Sobel October 2007 - January 2008
Muchnick, Golieb & Golieb PC September 2005 - October 2007
Skills
Outlook, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Tax, Microsoft Word, Leadership, Spanish
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2013
Bachelor of Business Administration (B.B.A.), Major: Operations Management, Minors: Law and Spanish
Raymond G. Russolillo, CPA/PFS, CFP®, CAP® Raymond G. Russolillo, CPA/PFS, CFP®, CAP®'s Bessemer Trust Experience July 1983 - April 1989
Job Private Client Services Partner at WithumSmith+Brown, PC
Industry Financial Services
Experience
WithumSmith+Brown, PC June 2009 - Present
Baruch College January 2012 - Present
Merrill Lynch September 2007 - June 2009
US Trust September 1999 - August 2007
PricewaterhouseCoopers May 1989 - August 1999
Bessemer Trust July 1983 - April 1989
Arthur Young June 1980 - June 1983
Skills
Income Tax, Accounting, Tax, Philanthropy, Strategic Financial..., Asset Management, CPA, Due Diligence, Estate Planning, Finance, Financial Accounting, Financial Advisory, High Net Worth..., Investments, Leadership, Private Foundations, Risk Management, Tax Advisory, Tax Preparation, Wealth, Wealth Management, Partnership Taxation
Education
Binghamton University 1976 — 1980
BS/BA, BS - Accounting; BA - Economics
College for Financial Planning
CFP® Professional, CFP Professional Education Program
The American College 2011 — 2012
Chartered Advisor in Philanthropy
WithumSmith+Brown, PC June 2009 - Present
Baruch College January 2012 - Present
Merrill Lynch September 2007 - June 2009
US Trust September 1999 - August 2007
PricewaterhouseCoopers May 1989 - August 1999
Bessemer Trust July 1983 - April 1989
Arthur Young June 1980 - June 1983
Skills
Income Tax, Accounting, Tax, Philanthropy, Strategic Financial..., Asset Management, CPA, Due Diligence, Estate Planning, Finance, Financial Accounting, Financial Advisory, High Net Worth..., Investments, Leadership, Private Foundations, Risk Management, Tax Advisory, Tax Preparation, Wealth, Wealth Management, Partnership Taxation
Education
Binghamton University 1976 — 1980
BS/BA, BS - Accounting; BA - Economics
College for Financial Planning
CFP® Professional, CFP Professional Education Program
The American College 2011 — 2012
Chartered Advisor in Philanthropy
Joseph S. Tanious, CFA Joseph S. Tanious, CFA's Bessemer Trust Experience 2014 - Present
Job Principal, Investment Strategist at Bessemer
Industry Investment Banking
Experience
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Ric Faust's Bessemer Trust Experience August 2015 - Present
Job Salesforce Marketing Consultant at Bessemer Trust
Industry Marketing and Advertising
Experience
Bessemer Trust August 2015 - Present
FaustEffects Design & Photography 2010 - Present
AccruePartners September 2014 - June 2015
Onward Search December 2013 - September 2014
Vantage Deluxe World Travel October 2012 - December 2013
Fidelity Investments March 2007 - October 2012
Boston Globe June 2006 - March 2007
Skills
Email Marketing, Marketing, Responsive Email Design, Email Design, Web Design, WordPress, Salesforce.com, Salesforce.com..., Illustrator, Graphic Design, Photoshop, CSS, Adobe Creative Suite, Adobe Creative Cloud, Logo Design, Google Analytics, Layout, HTML, Graphics, Microsoft Office, Analytics, Adobe Acrobat, User Experience, Online Marketing, Strategy, InDesign, Brochures, Photography, Brand Development, Creative Direction, Online Advertising, Dreamweaver, CMS, Social Media Marketing, Interactive Marketing, HTML + CSS, CS5, PowerPoint, Packaging, Corporate Branding, User Interface Design, Cvent
Education
American Graphics Institute 2015 — 2015
Sessions College for Professional Design 2008 — 2010
Master's Certificate
University of Phoenix 2003 — 2005
MBA
Bridgewater State University 1992 — 1997
Bachelor’s Degree
Bessemer Trust August 2015 - Present
FaustEffects Design & Photography 2010 - Present
AccruePartners September 2014 - June 2015
Onward Search December 2013 - September 2014
Vantage Deluxe World Travel October 2012 - December 2013
Fidelity Investments March 2007 - October 2012
Boston Globe June 2006 - March 2007
Skills
Email Marketing, Marketing, Responsive Email Design, Email Design, Web Design, WordPress, Salesforce.com, Salesforce.com..., Illustrator, Graphic Design, Photoshop, CSS, Adobe Creative Suite, Adobe Creative Cloud, Logo Design, Google Analytics, Layout, HTML, Graphics, Microsoft Office, Analytics, Adobe Acrobat, User Experience, Online Marketing, Strategy, InDesign, Brochures, Photography, Brand Development, Creative Direction, Online Advertising, Dreamweaver, CMS, Social Media Marketing, Interactive Marketing, HTML + CSS, CS5, PowerPoint, Packaging, Corporate Branding, User Interface Design, Cvent
Education
American Graphics Institute 2015 — 2015
Sessions College for Professional Design 2008 — 2010
Master's Certificate
University of Phoenix 2003 — 2005
MBA
Bridgewater State University 1992 — 1997
Bachelor’s Degree
Kathleen Krumpter's Bessemer Trust Experience May 2013 - Present
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2013 - Present
Bessemer Trust May 1997 - May 2013
Education
American University - Kogod School of Business
Bachelor of Science (B.S.), Business Administration, Finance
Bessemer Trust May 2013 - Present
Bessemer Trust May 1997 - May 2013
Education
American University - Kogod School of Business
Bachelor of Science (B.S.), Business Administration, Finance
Tameka Vasquez's Bessemer Trust Experience October 2014 - February 2015
Job Corporate Marketing, Business Development, Internal Collaboration
Industry Marketing and Advertising
Experience
Thomson Reuters March 2015 - Present
IPsoft April 2015 - Present
Freelance January 2014 - April 2015
Bessemer Trust October 2014 - February 2015
TRAFFIQ January 2014 - November 2014
Touchstorm April 2013 - October 2013
ORC International July 2011 - April 2013
Skills
Marketing Communications, Data-driven Marketing, New Business Development, Lead Generation, Internal Communications, Public Speaking, Strategic Communications, Knowledge Management, Brand Management
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.)
City University of New York-Baruch College
Bachelor of Arts
Thomson Reuters March 2015 - Present
IPsoft April 2015 - Present
Freelance January 2014 - April 2015
Bessemer Trust October 2014 - February 2015
TRAFFIQ January 2014 - November 2014
Touchstorm April 2013 - October 2013
ORC International July 2011 - April 2013
Skills
Marketing Communications, Data-driven Marketing, New Business Development, Lead Generation, Internal Communications, Public Speaking, Strategic Communications, Knowledge Management, Brand Management
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.)
City University of New York-Baruch College
Bachelor of Arts
Marci Spivey Marci Spivey's Bessemer Trust Experience March 2015 - Present
Job Senior Tax Consultant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust March 2015 - Present
King & Spalding December 2009 - February 2015
Dow Lohnes PLLC December 2005 - December 2009
Deloitte August 1998 - November 2005
Skills
High Net Worth..., Big 4, CPA, Tax Advisory, Tax Preparation, Income Tax, Partnership Taxation, International Tax, US Tax, Expatriate Tax
Education
Auburn University 1997 — 1998
MAc, Accounting
Auburn University 1993 — 1997
MS, Business - Accounting
Bessemer Trust March 2015 - Present
King & Spalding December 2009 - February 2015
Dow Lohnes PLLC December 2005 - December 2009
Deloitte August 1998 - November 2005
Skills
High Net Worth..., Big 4, CPA, Tax Advisory, Tax Preparation, Income Tax, Partnership Taxation, International Tax, US Tax, Expatriate Tax
Education
Auburn University 1997 — 1998
MAc, Accounting
Auburn University 1993 — 1997
MS, Business - Accounting
Alexis Santana's Bessemer Trust Experience May 2010 - August 2010
Job Legal Assistant at the Archdiocese of New York
Industry Legal Services
Experience
Archdiocese of New York August 2014 - Present
Fabiani, Cohen & Hall, LLP. March 2012 - March 2014
Adelphi University September 2010 - May 2012
Jacob K. Javits Convention Center of New York May 2011 - August 2011
Bessemer Trust May 2010 - August 2010
Skills
Microsoft Office, Legal Research, Political Science, Political Campaigns, Literature, Claim Investigation, Legal Documents, Government, Strategic Planning, Insurance, Litigation, Policy, Commercial Litigation, Westlaw, Legal Writing
Education
Touro College Jacob D. Fuchsberg Law Center 2015 — 2018
Juris Doctor (J.D.)
Adelphi University 2008 — 2012
Bachelor's of Arts and Sciences, Political Science and English
Cathedral High School 2004 — 2008
Advanced Regents Diploma
Archdiocese of New York August 2014 - Present
Fabiani, Cohen & Hall, LLP. March 2012 - March 2014
Adelphi University September 2010 - May 2012
Jacob K. Javits Convention Center of New York May 2011 - August 2011
Bessemer Trust May 2010 - August 2010
Skills
Microsoft Office, Legal Research, Political Science, Political Campaigns, Literature, Claim Investigation, Legal Documents, Government, Strategic Planning, Insurance, Litigation, Policy, Commercial Litigation, Westlaw, Legal Writing
Education
Touro College Jacob D. Fuchsberg Law Center 2015 — 2018
Juris Doctor (J.D.)
Adelphi University 2008 — 2012
Bachelor's of Arts and Sciences, Political Science and English
Cathedral High School 2004 — 2008
Advanced Regents Diploma
Gib Chapman's Bessemer Trust Experience January 2009 - November 2012
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust November 2012 - Present
Bessemer Trust January 2009 - November 2012
Bernstein Global Wealth Management June 2001 - January 2009
ACTV November 1999 - June 2001
EMAP June 1998 - July 1999
Condé Nast 1984 - 1996
Choate Rosemary Hall June 1983 - August 1984
Skills
Investments, Asset Management, Investment Management, Series 7, Asset Allocation, Wealth Management, Management, Equities, Finance, Portfolio Management, Private Equity, Hedge Funds, Alternative Investments, Wealth, Investment Strategies, Financial Analysis, Investment Advisory, Financial Planning
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1975 — 1979
High School
Green Vale School 1965 — 1975
Wharton Executive Leadership Program
U.S. Trust November 2012 - Present
Bessemer Trust January 2009 - November 2012
Bernstein Global Wealth Management June 2001 - January 2009
ACTV November 1999 - June 2001
EMAP June 1998 - July 1999
Condé Nast 1984 - 1996
Choate Rosemary Hall June 1983 - August 1984
Skills
Investments, Asset Management, Investment Management, Series 7, Asset Allocation, Wealth Management, Management, Equities, Finance, Portfolio Management, Private Equity, Hedge Funds, Alternative Investments, Wealth, Investment Strategies, Financial Analysis, Investment Advisory, Financial Planning
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1975 — 1979
High School
Green Vale School 1965 — 1975
Wharton Executive Leadership Program
Scott Lillis Scott Lillis's Bessemer Trust Experience Scott is responsible for introducing high-net-worth individuals and families to Bessemer’s investment management, wealth planning, and family office services capabilities in Pennsylvania, Delaware, Ohio, and southern New Jersey. Managing DirectorJ.P. Morgan1988 - January 2015
Job Managing Director at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Scott is responsible for introducing high-net-worth individuals and families to Bessemer’s investment management, wealth planning, and family office services capabilities in Pennsylvania, Delaware, Ohio, and southern New Jersey. Managing DirectorJ.P. Morgan1988 - January 2015
Education
University of Pennsylvania - The Wharton School 1993 — 1995
M.B.A.
Bucknell University 1984 — 1988
B.A., BA in Economics
Bessemer Trust Scott is responsible for introducing high-net-worth individuals and families to Bessemer’s investment management, wealth planning, and family office services capabilities in Pennsylvania, Delaware, Ohio, and southern New Jersey. Managing DirectorJ.P. Morgan1988 - January 2015
Education
University of Pennsylvania - The Wharton School 1993 — 1995
M.B.A.
Bucknell University 1984 — 1988
B.A., BA in Economics
Matthew D. Kaplan, CFA Matthew D. Kaplan, CFA's Bessemer Trust Experience June 2006 - March 2013
Job Investment Associate at Dillon Trust Company
Industry Investment Management
Experience
Dillon Trust Company October 2013 - Present
Bessemer Trust June 2006 - March 2013
Skills
Financial Modeling, Investment Strategies, Estate Planning, Economics, Quantitative Analytics
Education
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Sydney University 2005 — 2005
Study Abroad Program
Dillon Trust Company October 2013 - Present
Bessemer Trust June 2006 - March 2013
Skills
Financial Modeling, Investment Strategies, Estate Planning, Economics, Quantitative Analytics
Education
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Sydney University 2005 — 2005
Study Abroad Program
Michael Cascio Michael Cascio's Bessemer Trust Experience July 2012 - January 2013
Job Tax Accountant at Cornick, Garber & Sandler, LLP
Industry Accounting
Experience
Cornick, Garber & Sandler, LLP January 2013 - Present
Bessemer Trust July 2012 - January 2013
Frankel, Loughran, Starr & Vallone LLP January 2009 - June 2012
Skills
Tax Preparation, High Net Worth..., Tax, Income Tax, Finance, Tax Accounting, Partnership Taxation, Corporate Tax, Tax Returns, Financial Analysis
Education
Adelphi University
Cornick, Garber & Sandler, LLP January 2013 - Present
Bessemer Trust July 2012 - January 2013
Frankel, Loughran, Starr & Vallone LLP January 2009 - June 2012
Skills
Tax Preparation, High Net Worth..., Tax, Income Tax, Finance, Tax Accounting, Partnership Taxation, Corporate Tax, Tax Returns, Financial Analysis
Education
Adelphi University
Rebecca (Teixeira) Piccone Rebecca (Teixeira) Piccone's Bessemer Trust Experience December 2014 - Present
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust December 2014 - Present
Broadmark Capital, LLC November 2010 - June 2014
Piper Jaffray October 2007 - June 2010
Pacific Portfolio Consulting July 2006 - August 2007
U.S. Bank August 2001 - June 2006
Merrill Lynch September 1999 - September 2000
Skills
Banking, Account Reconciliation, Process Improvement, Time Management, Accounting, Financial Services, Management, Auditing, Financial Analysis, Program Management, Asset Management, Financial Modeling, Loans, PowerPoint, Economics, Portfolio Management
Education
Central Washington University 1994 — 1998
B.A, Communications & Public Relations, 3.6
Woodinville High School 1991 — 1994
HS Diploma, Honors English
Bessemer Trust December 2014 - Present
Broadmark Capital, LLC November 2010 - June 2014
Piper Jaffray October 2007 - June 2010
Pacific Portfolio Consulting July 2006 - August 2007
U.S. Bank August 2001 - June 2006
Merrill Lynch September 1999 - September 2000
Skills
Banking, Account Reconciliation, Process Improvement, Time Management, Accounting, Financial Services, Management, Auditing, Financial Analysis, Program Management, Asset Management, Financial Modeling, Loans, PowerPoint, Economics, Portfolio Management
Education
Central Washington University 1994 — 1998
B.A, Communications & Public Relations, 3.6
Woodinville High School 1991 — 1994
HS Diploma, Honors English
Kevin Gerard's Bessemer Trust Experience January 2012 - Present
Job Associate Vice President, Client Advisor
Industry Investment Management
Experience
Bessemer Trust January 2012 - Present
Deloitte & Touche September 2009 - January 2012
Skills
Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Management, Private Banking, Mutual Funds, Investment Advisory, Private Equity, Hedge Funds, Alternative Investments, Estate Planning, Financial Planning
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2005 — 2009
BA, Economics
Chaminade High School 2001 — 2005
Bessemer Trust January 2012 - Present
Deloitte & Touche September 2009 - January 2012
Skills
Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Management, Private Banking, Mutual Funds, Investment Advisory, Private Equity, Hedge Funds, Alternative Investments, Estate Planning, Financial Planning
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2005 — 2009
BA, Economics
Chaminade High School 2001 — 2005
Gray Huffard Gray Huffard's Bessemer Trust Experience May 2015 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2015 - Present
Bessemer Trust June 2013 - May 2015
UBS Wealth Management June 2012 - August 2012
Tuck School of Business at Dartmouth College 2012 - 2012
CBS News: The Early Show June 2011 - August 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
National Outdoor Leadership School: Patagonia 2009 — 2009
Brunswick School 2004 — 2008
GCDS
Bessemer Trust May 2015 - Present
Bessemer Trust June 2013 - May 2015
UBS Wealth Management June 2012 - August 2012
Tuck School of Business at Dartmouth College 2012 - 2012
CBS News: The Early Show June 2011 - August 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
National Outdoor Leadership School: Patagonia 2009 — 2009
Brunswick School 2004 — 2008
GCDS
Donna Trammell's Bessemer Trust Experience May 2013 - Present
Job Managing Director, Director of Family Wealth Stewardship at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2013 - Present
Bessemer Trust July 2001 - April 2013
Goldman Sachs April 2000 - June 2001
BBDO March 1993 - March 2000
Young & Rubicam January 1989 - February 1993
Grey Group December 1985 - December 1988
Education
Colgate University 1981 — 1985
BA, History/English
Conestoga High School
Bessemer Trust May 2013 - Present
Bessemer Trust July 2001 - April 2013
Goldman Sachs April 2000 - June 2001
BBDO March 1993 - March 2000
Young & Rubicam January 1989 - February 1993
Grey Group December 1985 - December 1988
Education
Colgate University 1981 — 1985
BA, History/English
Conestoga High School
Dara Beirne Dara Beirne's Bessemer Trust Experience August 2010 - November 2012
Job Assistant Vice President at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company November 2012 - Present
Bessemer Trust August 2010 - November 2012
Fairmont Hotels and Resorts November 2007 - August 2010
Skills
Management, Leadership, Sales, Asset Management, Alternative Investments, Equities, Financial Modeling, Investments, Front Office, Hospitality Industry, Microsoft Excel, Strategic Planning, Financial Analysis, Event Management, Hotels
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
Boston College 2003 — 2007
BAs, History and Communication, Magna Cum Laude
The Branson School 1999 — 2003
Whittier Trust Company November 2012 - Present
Bessemer Trust August 2010 - November 2012
Fairmont Hotels and Resorts November 2007 - August 2010
Skills
Management, Leadership, Sales, Asset Management, Alternative Investments, Equities, Financial Modeling, Investments, Front Office, Hospitality Industry, Microsoft Excel, Strategic Planning, Financial Analysis, Event Management, Hotels
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
Boston College 2003 — 2007
BAs, History and Communication, Magna Cum Laude
The Branson School 1999 — 2003
Kelsey Weiss's Bessemer Trust Experience January 2015 - September 2015
Job Assistant Vice President, Senior Human Resources Analyst at Bessemer Trust
Industry Human Resources
Experience
Oppenheimer Funds September 2015 - Present
Bessemer Trust January 2015 - September 2015
Bessemer Trust January 2014 - December 2014
Bessemer Trust June 2012 - December 2013
Skidmore College August 2009 - May 2012
Braathe Enterprises September 2011 - March 2012
Bessemer Trust June 2011 - August 2011
Skidmore College September 2008 - December 2010
Skills
Research, Writing, Marketing Strategy, English, SPSS, Blogging, Social Media, Social Media Marketing, Wordpress, Facebook, Event Planning, Training, Human Resources, Talent Management, Organizational..., Interviews, Data Analysis
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Information and Knowledge Strategy
Cornell University ILR School 2013 — 2014
Human Resources Management Certificate, Human Resources Management and Services
Skidmore College 2008 — 2012
Business, French; English; Studio Art
Northern Highlands Regional High School 2004 — 2008
High School Diploma
Oppenheimer Funds September 2015 - Present
Bessemer Trust January 2015 - September 2015
Bessemer Trust January 2014 - December 2014
Bessemer Trust June 2012 - December 2013
Skidmore College August 2009 - May 2012
Braathe Enterprises September 2011 - March 2012
Bessemer Trust June 2011 - August 2011
Skidmore College September 2008 - December 2010
Skills
Research, Writing, Marketing Strategy, English, SPSS, Blogging, Social Media, Social Media Marketing, Wordpress, Facebook, Event Planning, Training, Human Resources, Talent Management, Organizational..., Interviews, Data Analysis
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Information and Knowledge Strategy
Cornell University ILR School 2013 — 2014
Human Resources Management Certificate, Human Resources Management and Services
Skidmore College 2008 — 2012
Business, French; English; Studio Art
Northern Highlands Regional High School 2004 — 2008
High School Diploma
Jaclyn Braunstein Feffer Jaclyn Braunstein Feffer's Bessemer Trust Experience January 2013 - Present
Job Senior Vice President & Fiduciary Counsel at Bessemer Trust
Industry Law Practice
Experience
Bessemer Trust January 2013 - Present
fresh art, inc. July 2011 - January 2013
Fulbright & Jaworski July 2006 - January 2013
Weil, Gotshal & Manges 2004 - 2006
Hon. Magistrate Joan M. Azrack 2003 - 2004
Skills
Estate Law, Estate Planning
Education
New York University School of Law 2007 — 2010
Master of Laws (LL.M.), Taxation
Brooklyn Law School 2000 — 2003
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science, Environmental Policy
Bessemer Trust January 2013 - Present
fresh art, inc. July 2011 - January 2013
Fulbright & Jaworski July 2006 - January 2013
Weil, Gotshal & Manges 2004 - 2006
Hon. Magistrate Joan M. Azrack 2003 - 2004
Skills
Estate Law, Estate Planning
Education
New York University School of Law 2007 — 2010
Master of Laws (LL.M.), Taxation
Brooklyn Law School 2000 — 2003
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science, Environmental Policy
Alec Haverstick's Bessemer Trust Experience August 2011 - Present
Job Senior Wealth Advisor: Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2011 - Present
Boxwood Strategic Advisors May 2007 - August 2011
Morgan Stanley Trust Company NA August 2006 - May 2007
Deutsche Bank 2003 - 2006
Lehman Brothers 1991 - 2000
Prudential Securities July 1987 - January 1992
Kidder Peabody June 1985 - July 1987
Simpson Thacher & Bartlett LLP 1983 - 1985
Carter Ledyard & Milburn LLP May 1977 - January 1983
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services
Education
Columbia Law School 1974 — 1977
JD, Private Client Law
Yale University 1970 — 1974
AB, American Studies
St. Paul's School 1965 — 1970
The Buckley School in New York City 1958 — 1965
Bessemer Trust August 2011 - Present
Boxwood Strategic Advisors May 2007 - August 2011
Morgan Stanley Trust Company NA August 2006 - May 2007
Deutsche Bank 2003 - 2006
Lehman Brothers 1991 - 2000
Prudential Securities July 1987 - January 1992
Kidder Peabody June 1985 - July 1987
Simpson Thacher & Bartlett LLP 1983 - 1985
Carter Ledyard & Milburn LLP May 1977 - January 1983
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services
Education
Columbia Law School 1974 — 1977
JD, Private Client Law
Yale University 1970 — 1974
AB, American Studies
St. Paul's School 1965 — 1970
The Buckley School in New York City 1958 — 1965
Alden K. Jordan Alden K. Jordan's Bessemer Trust Experience February 2002 - October 2003
Job Director, COPE Incorporated
Industry Individual & Family Services
Experience
Queue Associates February 2004 - October 2006
Bessemer Trust February 2002 - October 2003
Northern Trust 1994 - 1997
Northern Trust 1989 - 1994
Skills
Project Management, Strategic Planning, CRM, Leadership, Banking, Program Management, Organizational..., Financial Analysis, Management, Accounting
Education
Columbia University - School of International and Public Affairs 1997 — 1999
Masters, International Business and European Studies
University of Regensburg
Vanderbilt University
Queue Associates February 2004 - October 2006
Bessemer Trust February 2002 - October 2003
Northern Trust 1994 - 1997
Northern Trust 1989 - 1994
Skills
Project Management, Strategic Planning, CRM, Leadership, Banking, Program Management, Organizational..., Financial Analysis, Management, Accounting
Education
Columbia University - School of International and Public Affairs 1997 — 1999
Masters, International Business and European Studies
University of Regensburg
Vanderbilt University
Jessie Conyngham's Bessemer Trust Experience May 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Bessemer Trust May 2015 - Present
Brownstone Investment Group November 2013 - May 2015
Explorations PHP October 2012 - October 2013
Devereux June 2012 - October 2012
The Walker Home and School November 2011 - April 2012
Westwood Youth and Family Services September 2010 - April 2012
The Newton Public Schools Preschool September 2009 - August 2010
The Salvation Army Family Place August 2008 - April 2009
Skills
Group Therapy, Adolescents, Family Therapy, Treatment, Social Services, Psychotherapy, Crisis Intervention, Case Managment, Mental Health, Community Outreach, Motivational..., Psychology, Mental Health Counseling, CBT, Non-profits, Interventions, Anger Management, Post Traumatic Stress, Case Management
Education
Boston University 2009 — 2011
M.S.W., Clinical Social Work
Syracuse University 2005 — 2009
B.S., Child and Family Studies, Psychology
Bessemer Trust May 2015 - Present
Brownstone Investment Group November 2013 - May 2015
Explorations PHP October 2012 - October 2013
Devereux June 2012 - October 2012
The Walker Home and School November 2011 - April 2012
Westwood Youth and Family Services September 2010 - April 2012
The Newton Public Schools Preschool September 2009 - August 2010
The Salvation Army Family Place August 2008 - April 2009
Skills
Group Therapy, Adolescents, Family Therapy, Treatment, Social Services, Psychotherapy, Crisis Intervention, Case Managment, Mental Health, Community Outreach, Motivational..., Psychology, Mental Health Counseling, CBT, Non-profits, Interventions, Anger Management, Post Traumatic Stress, Case Management
Education
Boston University 2009 — 2011
M.S.W., Clinical Social Work
Syracuse University 2005 — 2009
B.S., Child and Family Studies, Psychology
Richard McCutcheon Richard McCutcheon's Bessemer Trust Experience August 2015 - Present
Job Telecommunications Expense Analyst
Industry Telecommunications
Experience
Bessemer Trust August 2015 - Present
Tangoe October 2012 - August 2015
TD Wealth Management January 2010 - May 2010
E*TRADE Financial February 2008 - July 2009
Fordham Financial Management August 2007 - February 2008
Blockbuster inc January 2000 - January 2005
Skills
Leadership, Human Resources, Microsoft Excel, Training, Banking, Marketing, Software Documentation, Time Management, Microsoft Word, Accounting, Retail, Financial Services, Process Improvement, Customer Service, Business Analysis, Account Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance and Marketing
Bessemer Trust August 2015 - Present
Tangoe October 2012 - August 2015
TD Wealth Management January 2010 - May 2010
E*TRADE Financial February 2008 - July 2009
Fordham Financial Management August 2007 - February 2008
Blockbuster inc January 2000 - January 2005
Skills
Leadership, Human Resources, Microsoft Excel, Training, Banking, Marketing, Software Documentation, Time Management, Microsoft Word, Accounting, Retail, Financial Services, Process Improvement, Customer Service, Business Analysis, Account Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance and Marketing
Nicole (Oviatt) Burrows Nicole (Oviatt) Burrows's Bessemer Trust Experience October 2012 - Present
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust October 2012 - Present
Northern Trust February 2008 - October 2012
Oviatt Marine, Inc. October 2006 - December 2007
Club Med May 2003 - October 2006
Oviatt Marine, Inc. January 2000 - April 2003
PepsiCo - Pepsi Beverages Company April 1997 - December 1999
Education
Argosy University San Francisco Bay Area 2006 — 2008
Masters, Education
California State University-Long Beach 1994 — 1997
Bachelor, Interpersonal Communication
Bessemer Trust October 2012 - Present
Northern Trust February 2008 - October 2012
Oviatt Marine, Inc. October 2006 - December 2007
Club Med May 2003 - October 2006
Oviatt Marine, Inc. January 2000 - April 2003
PepsiCo - Pepsi Beverages Company April 1997 - December 1999
Education
Argosy University San Francisco Bay Area 2006 — 2008
Masters, Education
California State University-Long Beach 1994 — 1997
Bachelor, Interpersonal Communication
Troy Marsden's Bessemer Trust Experience October 2014 - Present
Job Vice President Client Adviser
Industry Financial Services
Experience
Bessemer Trust October 2014 - Present
Fidelity Investments October 2005 - October 2014
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2001 - May 2003
Northwestern Mutual Financial Network 1999 - 2001
Skills
Investments, Equities, Series 7, Financial Services, Retirement Planning, 401k, Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Series 63, Retirement Plan..., Securities, Uniform Combined State..., Strategic Financial..., Leadership, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA, Finance
Baylor University - Hankamer School of Business 1995 — 1999
BA, Management and Marketing
Bessemer Trust October 2014 - Present
Fidelity Investments October 2005 - October 2014
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2001 - May 2003
Northwestern Mutual Financial Network 1999 - 2001
Skills
Investments, Equities, Series 7, Financial Services, Retirement Planning, 401k, Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Series 63, Retirement Plan..., Securities, Uniform Combined State..., Strategic Financial..., Leadership, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA, Finance
Baylor University - Hankamer School of Business 1995 — 1999
BA, Management and Marketing
Caroline Kistner Caroline Kistner's Bessemer Trust Experience January 2008 - March 2008
Job Public Relations
Industry Public Relations and Communications
Experience
Hermes of Paris Inc. November 2013 - January 2015
Hermes of Paris Inc. September 2011 - October 2013
Hermes of Paris Inc. June 2010 - August 2010
Allison Sprock Fine Art October 2009 - February 2010
Biltmore Restaurant June 2009 - August 2009
City Year April 2008 - June 2008
Bessemer Trust January 2008 - March 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Relations, Fashion
Education
College of Charleston 2007 — 2011
Bachelor of Arts, Arts Management
Noble and Greenough School 2003 — 2007
High School Degree
Hermes of Paris Inc. November 2013 - January 2015
Hermes of Paris Inc. September 2011 - October 2013
Hermes of Paris Inc. June 2010 - August 2010
Allison Sprock Fine Art October 2009 - February 2010
Biltmore Restaurant June 2009 - August 2009
City Year April 2008 - June 2008
Bessemer Trust January 2008 - March 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Relations, Fashion
Education
College of Charleston 2007 — 2011
Bachelor of Arts, Arts Management
Noble and Greenough School 2003 — 2007
High School Degree
Toni Mione's Bessemer Trust Experience August 2014 - February 2015
Job Staff Attorney, Sidley Austin LLP
Industry Law Practice
Experience
Sidley Austin LLP March 2015 - Present
Bessemer Trust August 2014 - February 2015
Bessemer Trust September 2013 - July 2014
Coty June 2012 - May 2013
SESAC August 2012 - December 2012
Brand Activation Association (f/k/a Promotion Marketing Association) May 2011 - December 2011
Skills
Legal Writing, Licensing, Copyright Law, Negotiation, Trademarks, Account Management, Legal Issues, Privacy Law, Marketing, Legal Research, Intellectual Property, Due Diligence, Westlaw, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Law
Boston College 2006 — 2010
BA, Communications
Sidley Austin LLP March 2015 - Present
Bessemer Trust August 2014 - February 2015
Bessemer Trust September 2013 - July 2014
Coty June 2012 - May 2013
SESAC August 2012 - December 2012
Brand Activation Association (f/k/a Promotion Marketing Association) May 2011 - December 2011
Skills
Legal Writing, Licensing, Copyright Law, Negotiation, Trademarks, Account Management, Legal Issues, Privacy Law, Marketing, Legal Research, Intellectual Property, Due Diligence, Westlaw, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Law
Boston College 2006 — 2010
BA, Communications
Marianela Collado's Bessemer Trust Experience January 2004 - Present
Job Principal & Senior Tax Consultant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2004 - Present
WTAS 2002 - January 2004
Arthur Andersen 2000 - 2002
Cornick, Garber & Sandler, LLP 1998 - 2000
Skills
Tax, Tax Compliance, Estate Planning, High Net Worth..., Estate Tax Planning, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Quickbooks, Strategic Financial..., Tax Accounting, Tax Research, Wealth, Financial Planners, Corporate Tax, CPA, QuickBooks, Asset Allocation, Tax Law, Trusts, International Tax, Due Diligence, Tax Advisory, Financial Planning
Education
City University of New York-Hunter College 1996 — 2000
B.S., Accounting
Bessemer Trust January 2004 - Present
WTAS 2002 - January 2004
Arthur Andersen 2000 - 2002
Cornick, Garber & Sandler, LLP 1998 - 2000
Skills
Tax, Tax Compliance, Estate Planning, High Net Worth..., Estate Tax Planning, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Quickbooks, Strategic Financial..., Tax Accounting, Tax Research, Wealth, Financial Planners, Corporate Tax, CPA, QuickBooks, Asset Allocation, Tax Law, Trusts, International Tax, Due Diligence, Tax Advisory, Financial Planning
Education
City University of New York-Hunter College 1996 — 2000
B.S., Accounting
Patrick O'Grady Patrick O'Grady's Bessemer Trust Experience 2004 - 2008
Job Investment Analyst at Prentice Capital Management
Industry Financial Services
Experience
Prentice Capital Management 2015 - Present
Prentice Capital Management 2015 - Present
CLSA 2014 - 2015
Buckingham Research Group 2011 - 2014
Spruce Point Capital Management June 2009 - August 2009
Bessemer Trust 2004 - 2008
Skills
Valuation, Financial Modeling, Equities, Private Equity, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Investments, Equity Valuation, Corporate Finance, Portfolio Management, Series 7, Asset Managment, Investment Strategies, Alternative Investments, Financial Analysis, Emerging Markets, Series 63, Series 86, Series 87, Fund Of Funds, Investment Banking, Fixed Income
Education
London Business School 2010 — 2010
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2008 — 2010
MBA, Accounting, Corporate Finance
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Prentice Capital Management 2015 - Present
Prentice Capital Management 2015 - Present
CLSA 2014 - 2015
Buckingham Research Group 2011 - 2014
Spruce Point Capital Management June 2009 - August 2009
Bessemer Trust 2004 - 2008
Skills
Valuation, Financial Modeling, Equities, Private Equity, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Investments, Equity Valuation, Corporate Finance, Portfolio Management, Series 7, Asset Managment, Investment Strategies, Alternative Investments, Financial Analysis, Emerging Markets, Series 63, Series 86, Series 87, Fund Of Funds, Investment Banking, Fixed Income
Education
London Business School 2010 — 2010
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2008 — 2010
MBA, Accounting, Corporate Finance
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Ashley E. Schiefer's Bessemer Trust Experience November 2012 - Present
Job Stellar executive assistant, small office operations & efficiency expert and creative event planner
Industry Financial Services
Experience
Bessemer Trust November 2012 - Present
Bain Capital July 2009 - November 2012
Landrum Companies November 2007 - July 2009
The Boston Consulting Group October 2005 - September 2007
The Beacon Companies June 2004 - August 2005
Boston University September 2001 - May 2004
Society of Environmental Toxicology and Chemistry July 1998 - December 2001
Skills
Executive Support, HR Policies and..., Human Resources, Microsoft Office, Interviews, Job Analysis, Event Planning, Corporate Events, Coordinating Events, Meeting Planning, Employee Retention, On-site Staffing, Marketing Communications, Strategic Planning, Salesforce.com, Online Research, Job Descriptions, Customer Satisfaction, Temporary Placement, Permanent Placement, Internet Recruiting, Digital Photography, Organization &..., Social Media Marketing, Text Editing, Slide Preparation, Expense Reports, Problem Solving, Building Relationships, Public Relations, Employee Relations, Team-oriented, Fast Learner, Calendaring, Communication Skills, Professional Phone..., PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Employee Handbooks, Social Media, Administrative..., Budgets, Marketing, Management, Customer Service, Team Building, Communication
Education
Boston University 2000 — 2004
BS, Communications
Pensacola High School 1996 — 2000
International Baccalaureate
Bessemer Trust November 2012 - Present
Bain Capital July 2009 - November 2012
Landrum Companies November 2007 - July 2009
The Boston Consulting Group October 2005 - September 2007
The Beacon Companies June 2004 - August 2005
Boston University September 2001 - May 2004
Society of Environmental Toxicology and Chemistry July 1998 - December 2001
Skills
Executive Support, HR Policies and..., Human Resources, Microsoft Office, Interviews, Job Analysis, Event Planning, Corporate Events, Coordinating Events, Meeting Planning, Employee Retention, On-site Staffing, Marketing Communications, Strategic Planning, Salesforce.com, Online Research, Job Descriptions, Customer Satisfaction, Temporary Placement, Permanent Placement, Internet Recruiting, Digital Photography, Organization &..., Social Media Marketing, Text Editing, Slide Preparation, Expense Reports, Problem Solving, Building Relationships, Public Relations, Employee Relations, Team-oriented, Fast Learner, Calendaring, Communication Skills, Professional Phone..., PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Employee Handbooks, Social Media, Administrative..., Budgets, Marketing, Management, Customer Service, Team Building, Communication
Education
Boston University 2000 — 2004
BS, Communications
Pensacola High School 1996 — 2000
International Baccalaureate
Bianca Perta's Bessemer Trust Experience March 2012 - March 2013
Job Research Assistant at 40 North Management
Industry Investment Management
Experience
40 North Management October 2013 - Present
Bessemer Trust March 2012 - March 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2011 - March 2012
Clinton Foundation January 2011 - May 2011
Education
Barnard College 2007 — 2011
BA, American Studies
Columbia University in the City of New York 2007 — 2011
BA, American Studies
40 North Management October 2013 - Present
Bessemer Trust March 2012 - March 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2011 - March 2012
Clinton Foundation January 2011 - May 2011
Education
Barnard College 2007 — 2011
BA, American Studies
Columbia University in the City of New York 2007 — 2011
BA, American Studies
Idene Ferris's Bessemer Trust Experience May 2003 - April 2014
Job
Industry Financial Services
Experience
NYU Langone Medical Center May 2014 - Present
Bessemer Trust May 2003 - April 2014
Prudential Securities April 2001 - April 2003
Dreyfus Corporation November 1999 - March 2001
Dain Rauscher 1996 - 1999
Skills
Investor Relations, Investments, Asset Allocation, Portfolio Management, Management, Wealth Management, Alternative Investments, Cross-functional Team..., Marketing, Asset Management, Wealth Management..., Business Development, Training, Strategic Planning, Investment Management, Internal Communications, Hedge Funds, Financial Advisory, Advertising, Strategy
Education
Columbia University in the City of New York 2004 — 2006
MS
The University of North Dakota 1991 — 1995
BSPA
NYU Langone Medical Center May 2014 - Present
Bessemer Trust May 2003 - April 2014
Prudential Securities April 2001 - April 2003
Dreyfus Corporation November 1999 - March 2001
Dain Rauscher 1996 - 1999
Skills
Investor Relations, Investments, Asset Allocation, Portfolio Management, Management, Wealth Management, Alternative Investments, Cross-functional Team..., Marketing, Asset Management, Wealth Management..., Business Development, Training, Strategic Planning, Investment Management, Internal Communications, Hedge Funds, Financial Advisory, Advertising, Strategy
Education
Columbia University in the City of New York 2004 — 2006
MS
The University of North Dakota 1991 — 1995
BSPA
Gerald Santy's Bessemer Trust Experience July 2004 - Present
Job SVP, Senior Hedge Fund Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust July 2004 - Present
Mezzacappa Management December 2002 - July 2004
Zweig DiMenna June 2000 - December 2001
Skills
Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Alternative Investments, Investments, Due Diligence, Equities, Fixed Income, Arbitrage
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance & Economics
California State University-Fullerton - College of Business and Economics 1992 — 1995
BA, Business Administration
Eastern Oregon University 1990 — 1992
Management
Saddleback Community College 1989 — 1990
General
Bessemer Trust July 2004 - Present
Mezzacappa Management December 2002 - July 2004
Zweig DiMenna June 2000 - December 2001
Skills
Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Alternative Investments, Investments, Due Diligence, Equities, Fixed Income, Arbitrage
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance & Economics
California State University-Fullerton - College of Business and Economics 1992 — 1995
BA, Business Administration
Eastern Oregon University 1990 — 1992
Management
Saddleback Community College 1989 — 1990
General
Garrett Van Wagoner's Bessemer Trust Experience 1982 - 1993
Job President, Van Wagoner Funding
Industry Financial Services
Experience
Van Wagoner Funding, LLC January 2010 - Present
Van Wagoner Capital Management 1995 - December 2010
Govett Asset Management January 1993 - December 1995
Bessemer Trust 1982 - 1993
Skills
Start-ups, Venture Capital, Business Strategy, Executive Management, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Private Equity, Investments, Equities, Strategy, Portfolio Management, Mutual Funds, Valuation, Corporate Finance
Education
Bucknell University 1973 — 1977
BS, Business Administration
River Dell High School
Van Wagoner Funding, LLC January 2010 - Present
Van Wagoner Capital Management 1995 - December 2010
Govett Asset Management January 1993 - December 1995
Bessemer Trust 1982 - 1993
Skills
Start-ups, Venture Capital, Business Strategy, Executive Management, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Private Equity, Investments, Equities, Strategy, Portfolio Management, Mutual Funds, Valuation, Corporate Finance
Education
Bucknell University 1973 — 1977
BS, Business Administration
River Dell High School
Josh Rosenberg's Bessemer Trust Experience May 2010 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2010 - Present
AMA January 2002 - May 2010
GenSpring Family Offices January 2002 - May 2010
Education
Emory University 1989 — 1993
Choate Rosemary Hall 1987 — 1989
Bessemer Trust May 2010 - Present
AMA January 2002 - May 2010
GenSpring Family Offices January 2002 - May 2010
Education
Emory University 1989 — 1993
Choate Rosemary Hall 1987 — 1989
Natalie Billon's Bessemer Trust Experience 1998 - 2002
Job Investment Management
Industry Investment Management
Experience
Centurion Global Mgmt 2007 - Present
KKR 2005 - 2007
Soros Fund Management 2002 - 2005
Bessemer Trust 1998 - 2002
J&W Seligman 1995 - 1997
Robertson Stephens 1989 - 1992
Education
Columbia University - Columbia Business School
MBA, Finance
Harvard University
AB, Economics, Literature
Centurion Global Mgmt 2007 - Present
KKR 2005 - 2007
Soros Fund Management 2002 - 2005
Bessemer Trust 1998 - 2002
J&W Seligman 1995 - 1997
Robertson Stephens 1989 - 1992
Education
Columbia University - Columbia Business School
MBA, Finance
Harvard University
AB, Economics, Literature
Alexandra Padilla's Bessemer Trust Experience January 2006 - January 2008
Job Entrepreneur
Industry Research
Experience
Entrepreneur September 2014 - Present
JPMorgan Chase August 2010 - August 2014
JPMorgan Chase December 2009 - August 2010
JPMorgan Chase January 2009 - December 2009
JPMorgan Chase February 2008 - December 2008
Bessemer Trust January 2006 - January 2008
Skills
Loans, Cross Selling, Retail Banking, Branch Management, Team Building, Training
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Bachelor of Arts (BA), Criminology
Entrepreneur September 2014 - Present
JPMorgan Chase August 2010 - August 2014
JPMorgan Chase December 2009 - August 2010
JPMorgan Chase January 2009 - December 2009
JPMorgan Chase February 2008 - December 2008
Bessemer Trust January 2006 - January 2008
Skills
Loans, Cross Selling, Retail Banking, Branch Management, Team Building, Training
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Bachelor of Arts (BA), Criminology
Bradley Marschalk's Bessemer Trust Experience June 2006 - Present
Job Business Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2006 - Present
Education
Colgate University 2002 — 2006
Bessemer Trust June 2006 - Present
Education
Colgate University 2002 — 2006
Alec Wiggin's Bessemer Trust Experience 1987 - 1989
Job President, Wiggin & Wiggin dba aabalone[red]
Industry Investment Management
Experience
aabalone[red] October 1989 - Present
FUTURE 5 2011 - 2014
Noroton Yacht Club 1988 - 2014
Bessemer Trust 1987 - 1989
Brown Brothers Harriman 1984 - 1987
Yankelovich, Skelley & White 1980 - 1982
Connecticut Public Television & Radio 1978 - 1980
WQED Multimedia 1974 - 1975
Skills
Brand Architecture, Marketing Strategy, Marketing Communications, Strategic Partnerships, Entrepreneurship, Advertising, Strategic Planning, Online Advertising, Start-ups, Digital Marketing, Business Strategy, Social Media, Email Marketing, Social Media Marketing, Integrated Marketing, Digital Media, Market Research, New Business Development, Digital Strategy
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
Harvard University 1969 — 1973
AB, Philosophy
The Lawreceville School 1965 — 1969
Mather Junior HIgh
aabalone[red] October 1989 - Present
FUTURE 5 2011 - 2014
Noroton Yacht Club 1988 - 2014
Bessemer Trust 1987 - 1989
Brown Brothers Harriman 1984 - 1987
Yankelovich, Skelley & White 1980 - 1982
Connecticut Public Television & Radio 1978 - 1980
WQED Multimedia 1974 - 1975
Skills
Brand Architecture, Marketing Strategy, Marketing Communications, Strategic Partnerships, Entrepreneurship, Advertising, Strategic Planning, Online Advertising, Start-ups, Digital Marketing, Business Strategy, Social Media, Email Marketing, Social Media Marketing, Integrated Marketing, Digital Media, Market Research, New Business Development, Digital Strategy
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
Harvard University 1969 — 1973
AB, Philosophy
The Lawreceville School 1965 — 1969
Mather Junior HIgh
Konstantin Tcherepachenets, CFA, CAIA's Bessemer Trust Experience December 2013 - Present
Job Equity Analyst (Generalist) at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2013 - Present
Raymond James Financial Inc. July 2009 - November 2013
Bank of America, Columbia Management 2006 - 2009
Columbia Management September 2007 - November 2007
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Investments
University of California, Riverside
Bessemer Trust December 2013 - Present
Raymond James Financial Inc. July 2009 - November 2013
Bank of America, Columbia Management 2006 - 2009
Columbia Management September 2007 - November 2007
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Investments
University of California, Riverside
Sunil Arora's Bessemer Trust Experience December 2008 - June 2010
Job Director, Fund Partnerships at Artivest
Industry Investment Management
Experience
Artivest March 2015 - Present
Addepar July 2012 - September 2014
Bessemer Trust December 2008 - June 2010
Ironwood Capital Management August 2004 - July 2008
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance & Economic Policy
University of California, Berkeley 2000 — 2004
Artivest March 2015 - Present
Addepar July 2012 - September 2014
Bessemer Trust December 2008 - June 2010
Ironwood Capital Management August 2004 - July 2008
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance & Economic Policy
University of California, Berkeley 2000 — 2004
Joohee Seo's Bessemer Trust Experience January 2008 - December 2011
Job Manager at Korea Exchange Bank
Industry Accounting
Experience
Korea Exchange Bank February 2013 - Present
Korea Exchange Bank January 2012 - January 2013
Bessemer Trust January 2008 - December 2011
BCS Corporation July 2005 - December 2007
Skills
Tax
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Accountancy
Ewha Women's University 1999 — 2003
Bachelor of Arts, Multimedia; TV, Film and Radio
Korea Exchange Bank February 2013 - Present
Korea Exchange Bank January 2012 - January 2013
Bessemer Trust January 2008 - December 2011
BCS Corporation July 2005 - December 2007
Skills
Tax
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Accountancy
Ewha Women's University 1999 — 2003
Bachelor of Arts, Multimedia; TV, Film and Radio
Betty Cuervo's Bessemer Trust Experience December 2012 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2012 - Present
Bessemer Trust June 2009 - November 2012
Libra Securities 1999 - 2005
Alliance Capital Management 1994 - 1999
Equitable Capital Management Corporation 1986 - 1994
Skills
Fixed Income, Credit Analysis, Corporate Finance, Asset Management, Investment Management, Financial Modeling, Investor Relations, Equities, Portfolio Management, Private Placements, Investment Advisory, Asset Managment, Due Diligence, Investment Banking, Financial Analysis, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Capital Markets, Securities
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Accounting/Finance
University of Miami 1978 — 1982
BS, Systems Analysis
Bessemer Trust December 2012 - Present
Bessemer Trust June 2009 - November 2012
Libra Securities 1999 - 2005
Alliance Capital Management 1994 - 1999
Equitable Capital Management Corporation 1986 - 1994
Skills
Fixed Income, Credit Analysis, Corporate Finance, Asset Management, Investment Management, Financial Modeling, Investor Relations, Equities, Portfolio Management, Private Placements, Investment Advisory, Asset Managment, Due Diligence, Investment Banking, Financial Analysis, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Capital Markets, Securities
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Accounting/Finance
University of Miami 1978 — 1982
BS, Systems Analysis
Emad Botros's Bessemer Trust Experience January 2015 - Present
Job Assistant Vice President, Senior Server Engineer at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust September 2012 - Present
Wilson Elser Moskowitz Edelman & Dicker LLP November 2010 - September 2012
Hughes Hubbard & Reed LLP October 1999 - July 2010
hugheshubbard 2002 - 2007
Skills
Active Directory, Operating Systems, Citrix, Data Center, SCCM, Troubleshooting, Virtualization, Windows Server, VMware, Windows Server 2003, VMware ESX, Microsoft Office, Windows Server 2008, vSphere, VMware Infrastructure, Servers, Deployment, Network Security, Microsoft Technologies, VDI, Disaster Recovery, Microsoft Exchange, System Deployment
Education
Assiut University
Bachelor Degree in Science and Education, Industrial Electronics Major
Bessemer Trust January 2015 - Present
Bessemer Trust September 2012 - Present
Wilson Elser Moskowitz Edelman & Dicker LLP November 2010 - September 2012
Hughes Hubbard & Reed LLP October 1999 - July 2010
hugheshubbard 2002 - 2007
Skills
Active Directory, Operating Systems, Citrix, Data Center, SCCM, Troubleshooting, Virtualization, Windows Server, VMware, Windows Server 2003, VMware ESX, Microsoft Office, Windows Server 2008, vSphere, VMware Infrastructure, Servers, Deployment, Network Security, Microsoft Technologies, VDI, Disaster Recovery, Microsoft Exchange, System Deployment
Education
Assiut University
Bachelor Degree in Science and Education, Industrial Electronics Major
Teague Sanders's Bessemer Trust Experience April 2003 - July 2006
Job Senior Vice President Portfolio Manager
Industry Investment Management
Experience
Whittier Trust Company April 2012 - Present
Citi June 2008 - April 2012
Bessemer Trust April 2003 - July 2006
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Managment, Asset Management, Financial Modeling, Hedge Funds
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
University of Arizona 1997 — 2001
BSBA, Finance and Marketing
Whittier Trust Company April 2012 - Present
Citi June 2008 - April 2012
Bessemer Trust April 2003 - July 2006
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Managment, Asset Management, Financial Modeling, Hedge Funds
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
University of Arizona 1997 — 2001
BSBA, Finance and Marketing
Dana Willis's Bessemer Trust Experience July 2013 - Present
Job Senior Vice President, Assistant General Counsel at Bessemer Trust
Industry Legal Services
Experience
Bessemer Trust July 2013 - Present
AllianceBernstein L.P May 2007 - July 2013
Gibson, Dunn & Crutcher LLP June 2005 - November 2005
Dow Jones May 2004 - June 2005
Davis Polk & Wardwell LLP September 1999 - June 2004
Skills
Mergers, Legal Writing, Equities, Legal Advice, Corporate Law, Licensing, Commercial Litigation, Litigation, Joint Ventures, Legal Research, Intellectual Property, Private Equity, Privacy Law, Cross-border..., Mergers & Acquisitions
Education
Columbia University School of Law 1996 — 1999
JD
Harvard College 1991 — 1995
A.B., English and Economics
Bessemer Trust July 2013 - Present
AllianceBernstein L.P May 2007 - July 2013
Gibson, Dunn & Crutcher LLP June 2005 - November 2005
Dow Jones May 2004 - June 2005
Davis Polk & Wardwell LLP September 1999 - June 2004
Skills
Mergers, Legal Writing, Equities, Legal Advice, Corporate Law, Licensing, Commercial Litigation, Litigation, Joint Ventures, Legal Research, Intellectual Property, Private Equity, Privacy Law, Cross-border..., Mergers & Acquisitions
Education
Columbia University School of Law 1996 — 1999
JD
Harvard College 1991 — 1995
A.B., English and Economics
James Vanator's Bessemer Trust Experience March 1993 - May 1994
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase September 2008 - Present
Bear Stearns & Company April 2002 - September 2008
Bear Stearns & Company May 2000 - April 2002
Bear Stearns & Company November 1996 - May 2000
NationsBank Capital Markets September 1995 - November 1996
Bear Stearns & Company May 1994 - September 1995
Bessemer Trust March 1993 - May 1994
JMB Realty Corporation August 1987 - September 1992
Skills
Fixed Income, Sybase, Equities, Trading Systems, Capital Markets, System Administration, Data Center, Electronic Trading, SDLC, Market Data, Risk Management, Infrastructure, Database Administration, Securities, Databases, Change Management, System Architecture, Data Warehousing, Enterprise Software, Servers, Crisis Management, Operational Risk, C language, Java, Oracle Database, DB2
Education
Central Michigan University 1986 — 1987
MS, Computer Science
Central Michigan University 1983 — 1986
BS, Computer Science
Manchester University 1981 — 1983
Biology/Chemistry
JPMorgan Chase September 2008 - Present
Bear Stearns & Company April 2002 - September 2008
Bear Stearns & Company May 2000 - April 2002
Bear Stearns & Company November 1996 - May 2000
NationsBank Capital Markets September 1995 - November 1996
Bear Stearns & Company May 1994 - September 1995
Bessemer Trust March 1993 - May 1994
JMB Realty Corporation August 1987 - September 1992
Skills
Fixed Income, Sybase, Equities, Trading Systems, Capital Markets, System Administration, Data Center, Electronic Trading, SDLC, Market Data, Risk Management, Infrastructure, Database Administration, Securities, Databases, Change Management, System Architecture, Data Warehousing, Enterprise Software, Servers, Crisis Management, Operational Risk, C language, Java, Oracle Database, DB2
Education
Central Michigan University 1986 — 1987
MS, Computer Science
Central Michigan University 1983 — 1986
BS, Computer Science
Manchester University 1981 — 1983
Biology/Chemistry
Lisa Taitt-Walker's Bessemer Trust Experience 2000 - 2001
Job Motivational Speaker at Motivational Speaker
Industry Financial Services
Experience
OppenheimerFunds Motivational SpeakerMotivational SpeakerJanuary 2011 - Present
Life Coach January 2010 - Present
The Kupcake Lady 2008 - Present
Bessemer Trust 2000 - 2001
Education
Ashford University 2008 — 2012
BA, Business Management
OppenheimerFunds Motivational SpeakerMotivational SpeakerJanuary 2011 - Present
Life Coach January 2010 - Present
The Kupcake Lady 2008 - Present
Bessemer Trust 2000 - 2001
Education
Ashford University 2008 — 2012
BA, Business Management
Kris Nara's Bessemer Trust Experience 1982 - 1987
Job Independent Real Estate Professional
Industry Real Estate
Experience
US Department of the Treasury June 1987 - Present
Bessemer trust 1982 - 1987
NY Bank for Savings 1979 - 1982
Skills
Banking, Investments, Financial Analysis, Accounting, Budgets, Financial Reporting, Managerial Finance, Finance, Mortgage Lending, Analysis, Government, Financial Modeling, Auditing, QuickBooks, Accounts Payable, Strategic Planning, Tax, Real Estate, Financial Accounting, Risk Management
Education
City University of New York-Herbert H. Lehman College 1980 — 1984
BS, Accounting
US Department of the Treasury June 1987 - Present
Bessemer trust 1982 - 1987
NY Bank for Savings 1979 - 1982
Skills
Banking, Investments, Financial Analysis, Accounting, Budgets, Financial Reporting, Managerial Finance, Finance, Mortgage Lending, Analysis, Government, Financial Modeling, Auditing, QuickBooks, Accounts Payable, Strategic Planning, Tax, Real Estate, Financial Accounting, Risk Management
Education
City University of New York-Herbert H. Lehman College 1980 — 1984
BS, Accounting
Ann Parker Hammock's Bessemer Trust Experience July 2013 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2013 - Present
Goldman Sachs July 2010 - June 2013
University of St Andrews September 2006 - June 2010
Arthur Laffer Associates and Investments August 2009 - September 2009
Focus Investment Bank June 2009 - August 2009
Dutko Worldwide June 2009 - August 2009
Scholastic July 2008 - July 2009
Vanderbilt University June 2008 - July 2008
Hammock Publishing June 2007 - September 2007
The King's Academy July 2007 - August 2007
Skills
Financial Modeling, Marketing, Management, Strategy, Investments, Valuation, Research, Investment Banking, Economics, Social Media, Business Development, Market Research, Bloomberg, Analysis, Leadership
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of St. Andrews 2006 — 2010
Masters, Economics and Philosophy
Deerfield Academy 2002 — 2006
Bessemer Trust July 2013 - Present
Goldman Sachs July 2010 - June 2013
University of St Andrews September 2006 - June 2010
Arthur Laffer Associates and Investments August 2009 - September 2009
Focus Investment Bank June 2009 - August 2009
Dutko Worldwide June 2009 - August 2009
Scholastic July 2008 - July 2009
Vanderbilt University June 2008 - July 2008
Hammock Publishing June 2007 - September 2007
The King's Academy July 2007 - August 2007
Skills
Financial Modeling, Marketing, Management, Strategy, Investments, Valuation, Research, Investment Banking, Economics, Social Media, Business Development, Market Research, Bloomberg, Analysis, Leadership
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of St. Andrews 2006 — 2010
Masters, Economics and Philosophy
Deerfield Academy 2002 — 2006
Peter Slater's Bessemer Trust Experience October 2013 - Present
Job Fiduciary Counsel at Bessemer Trust
Industry Law Practice
Experience
Bessemer Trust October 2013 - Present
Bessemer Trust October 2012 - October 2013
Withers Bergman LLP September 2006 - October 2012
Latham & Watkins LLP 2003 - 2006
Dewey Ballantine LLP 1997 - 2003
Skills
Aircraft Finance, Debt Restructuring, Estate Planning, Cross-border..., Tax, Joint Ventures, Restructuring, International Law, Trusts, Corporate Law, Tax Law, Structured Finance, Estate Tax Planning, International Tax, Corporate Finance, Legal Advice
Education
Duke University School of Law 1994 — 1997
Doctor of Law (JD); LLM (International and Comparative Law)
College of the Holy Cross 1987 — 1991
BA, Philosophy, Mandarin Chinese, Studio Art
Bessemer Trust October 2013 - Present
Bessemer Trust October 2012 - October 2013
Withers Bergman LLP September 2006 - October 2012
Latham & Watkins LLP 2003 - 2006
Dewey Ballantine LLP 1997 - 2003
Skills
Aircraft Finance, Debt Restructuring, Estate Planning, Cross-border..., Tax, Joint Ventures, Restructuring, International Law, Trusts, Corporate Law, Tax Law, Structured Finance, Estate Tax Planning, International Tax, Corporate Finance, Legal Advice
Education
Duke University School of Law 1994 — 1997
Doctor of Law (JD); LLM (International and Comparative Law)
College of the Holy Cross 1987 — 1991
BA, Philosophy, Mandarin Chinese, Studio Art
Kay McMaster's Bessemer Trust Experience Vice PresidentWachovia, A Wells Fargo Company1994 - 1998
Job Managing Director at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust Vice PresidentWachovia, A Wells Fargo Company1994 - 1998
NationsBank 1991 - 1994
Skills
Strategic Planning, High Net Worth..., Asset Allocation, Estate Planning, Strategy, Investment Management, Portfolio Management, Family Office, CPA, Wealth Management, Hedge Funds, Investment Advisory, Alternative Investments, Due Diligence, Fund Of Funds, Mergers & Acquisitions, Asset Management, Wealth Management..., Trusts, Financial Advisory, Series 7, Capital Markets, Equities, New Business Development, Estate Tax Planning, Securities, Investment Strategies, Risk Management, Business Development, Valuation, Private Equity, Venture Capital, Series 63, Mutual Funds, Private Banking, Trust Services, Investments, Fixed Income, Strategic Financial..., Wealth
Education
Mercer University - Walter F. George School of Law 1987 — 1990
Juris Doctor (J.D.)
Brenau University 1983 — 1987
Bachelor's Degree, Business Administration and Management, General
Bessemer Trust Vice PresidentWachovia, A Wells Fargo Company1994 - 1998
NationsBank 1991 - 1994
Skills
Strategic Planning, High Net Worth..., Asset Allocation, Estate Planning, Strategy, Investment Management, Portfolio Management, Family Office, CPA, Wealth Management, Hedge Funds, Investment Advisory, Alternative Investments, Due Diligence, Fund Of Funds, Mergers & Acquisitions, Asset Management, Wealth Management..., Trusts, Financial Advisory, Series 7, Capital Markets, Equities, New Business Development, Estate Tax Planning, Securities, Investment Strategies, Risk Management, Business Development, Valuation, Private Equity, Venture Capital, Series 63, Mutual Funds, Private Banking, Trust Services, Investments, Fixed Income, Strategic Financial..., Wealth
Education
Mercer University - Walter F. George School of Law 1987 — 1990
Juris Doctor (J.D.)
Brenau University 1983 — 1987
Bachelor's Degree, Business Administration and Management, General
Sally Yanchus's Bessemer Trust Experience August 2005 - May 2006
Job Managing Director at Tradewinds Investments
Industry Investment Management
Experience
Tradewinds Investments 2006 - Present
Bessemer Trust August 2005 - May 2006
Galleon Group June 2001 - January 2002
Zurich Scudder Investments June 1997 - June 2001
Oppenheimer & Co. 1996 - 1998
Morgan Stanley 1991 - 1994
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1987
BA, Economics
Shady Side Academy 1980 — 1983
High School
Tradewinds Investments 2006 - Present
Bessemer Trust August 2005 - May 2006
Galleon Group June 2001 - January 2002
Zurich Scudder Investments June 1997 - June 2001
Oppenheimer & Co. 1996 - 1998
Morgan Stanley 1991 - 1994
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1987
BA, Economics
Shady Side Academy 1980 — 1983
High School
Curt Tobey's Bessemer Trust Experience 2002 - December 2013
Job Chilton Trust Comapny
Industry Investment Management
Experience
Chilton Trust Company January 2015 - Present
Bessemer Trust 2002 - December 2013
CIO Advisors 2001 - 2002
Commonfund Group 1983 - 2001
Skills
Asset Management, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, endowment management, Wealth Management..., Portfolio Management, Mutual Funds
Education
Choate Rosemary Hall
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Investments
University of Vermont
Bachelor of Arts (BA), Economics/Political Science
Chilton Trust Company January 2015 - Present
Bessemer Trust 2002 - December 2013
CIO Advisors 2001 - 2002
Commonfund Group 1983 - 2001
Skills
Asset Management, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, endowment management, Wealth Management..., Portfolio Management, Mutual Funds
Education
Choate Rosemary Hall
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Investments
University of Vermont
Bachelor of Arts (BA), Economics/Political Science
Keith Sauls, CFA's Bessemer Trust Experience 2002 - 2004
Job Managing Partner at Exeter Venture Group
Industry Venture Capital & Private Equity
Experience
Exeter Venture Group January 2000 - Present
AppleGold Investment Company 1999 - Present
J.P. Morgan February 2014 - March 2015
College of Charleston 2012 - 2015
GenSpring Family Offices 2004 - January 2014
Crawford Investment Counsel 2008 - February 2010
Bessemer Trust 2002 - 2004
Liveoak Equity Partners 2000 - 2001
City Capital Counseling 1998 - 1999
SunTrust Bank 1994 - 1998
Skills
Early Stage Ventures, New Business Development, Nonprofits, Planned Giving, Financial Markets, Investments, Portfolio Management, Asset Management
Education
Atlanta/South Carolina CFA Society 2004 — 2011
Member, Chartered Financial Analyst
Emory University - Goizueta Business School 2000 — 2001
MBA, Finance and E-Commerce
College of Charleston 1986 — 1990
BBA, Business Administration-Capital Markets
Exeter Venture Group January 2000 - Present
AppleGold Investment Company 1999 - Present
J.P. Morgan February 2014 - March 2015
College of Charleston 2012 - 2015
GenSpring Family Offices 2004 - January 2014
Crawford Investment Counsel 2008 - February 2010
Bessemer Trust 2002 - 2004
Liveoak Equity Partners 2000 - 2001
City Capital Counseling 1998 - 1999
SunTrust Bank 1994 - 1998
Skills
Early Stage Ventures, New Business Development, Nonprofits, Planned Giving, Financial Markets, Investments, Portfolio Management, Asset Management
Education
Atlanta/South Carolina CFA Society 2004 — 2011
Member, Chartered Financial Analyst
Emory University - Goizueta Business School 2000 — 2001
MBA, Finance and E-Commerce
College of Charleston 1986 — 1990
BBA, Business Administration-Capital Markets
Americo Russo's Bessemer Trust Experience August 2002 - Present
Job Senior Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2002 - Present
Deutche Bank April 2005 - April 2006
Skills
High Net Worth..., Tax, Tax Preparation, International Tax, IRS Enrolled Agent
Education
City University of New York-College of Staten Island
Bachelor of Science (BS), Accounting
Bessemer Trust August 2002 - Present
Deutche Bank April 2005 - April 2006
Skills
High Net Worth..., Tax, Tax Preparation, International Tax, IRS Enrolled Agent
Education
City University of New York-College of Staten Island
Bachelor of Science (BS), Accounting
Holly Isdale's Bessemer Trust Experience February 2009 - October 2010
Job Financial Advisor to UltraHigh Net Worth Individuals | Widely Quoted Industry Expert Law & Finance | Keynote Speaker
Industry Financial Services
Experience
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Dominic DeFalco's Bessemer Trust Experience July 2000 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2000 - Present
Clarfeld Financial Advisors 1998 - 2000
Goldstein Golub Kessler 1989 - 1997
Skills
High Net Worth...
Education
Baruch College 1995 — 1999
Masters, Taxation
NYIT - Old Westbury 1985 — 1987
Bachelor of Science, Accounting
Northport
Bessemer Trust July 2000 - Present
Clarfeld Financial Advisors 1998 - 2000
Goldstein Golub Kessler 1989 - 1997
Skills
High Net Worth...
Education
Baruch College 1995 — 1999
Masters, Taxation
NYIT - Old Westbury 1985 — 1987
Bachelor of Science, Accounting
Northport
Robert Cermeli's Bessemer Trust Experience January 2006 - Present
Job Senior Tax Manager at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust January 2006 - Present
Ernst & Young November 2004 - January 2006
Deloitte & Touche January 1998 - October 2004
Skills
High Net Worth..., International Tax, Tax Accounting, Corporate Tax, Tax Research, Income Tax, Partnership Taxation, Hedge Funds, Private Equity, Tax Preparation, Estate Planning, Strategic Financial..., Estate Tax Planning, Investments, Alternative Investments, Accounting, Sarbanes-Oxley Act, Tax Law, Financial Services, Due Diligence, Tax Returns
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
MS, Taxation
City University of New York-Baruch College 1994 — 1998
BBA, Accounting
Bessemer Trust January 2006 - Present
Ernst & Young November 2004 - January 2006
Deloitte & Touche January 1998 - October 2004
Skills
High Net Worth..., International Tax, Tax Accounting, Corporate Tax, Tax Research, Income Tax, Partnership Taxation, Hedge Funds, Private Equity, Tax Preparation, Estate Planning, Strategic Financial..., Estate Tax Planning, Investments, Alternative Investments, Accounting, Sarbanes-Oxley Act, Tax Law, Financial Services, Due Diligence, Tax Returns
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
MS, Taxation
City University of New York-Baruch College 1994 — 1998
BBA, Accounting
Alexander Pietroforte's Bessemer Trust Experience January 2015 - Present
Job Associate Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust April 2010 - December 2012
American's Growth Capital February 2009 - July 2009
Fortis 2008 - 2008
Skills
Alternative Investments, Portfolio Management, Asset Management, Asset Allocation, Corporate Finance, PowerPoint
Education
Colby College 2004 — 2008
B.A., Mathematics
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust April 2010 - December 2012
American's Growth Capital February 2009 - July 2009
Fortis 2008 - 2008
Skills
Alternative Investments, Portfolio Management, Asset Management, Asset Allocation, Corporate Finance, PowerPoint
Education
Colby College 2004 — 2008
B.A., Mathematics
Elysse Kray's Bessemer Trust Experience April 2012 - November 2013
Job Partner, Beautique Beauty Bar
Industry Consumer Goods
Experience
ICONIQ Capital November 2013 - September 2014
Bessemer Trust April 2012 - November 2013
Fisher Investments February 2010 - June 2012
ILFC March 2009 - February 2010
Private Banking and Investment Group at Merrill Lynch July 2008 - March 2009
Skills
Hedge Funds, Asset Managment, Equities, Bloomberg, Litigation, Investments, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Securities, Due Diligence, Microsoft Office, Valuation, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Client Services, Wealth Management..., High Net Worth...
Education
University of California, Los Angeles 2006 — 2008
B.A., Political Science
Cañada College 2004 — 2006
General Education Requirements, Political Science
ICONIQ Capital November 2013 - September 2014
Bessemer Trust April 2012 - November 2013
Fisher Investments February 2010 - June 2012
ILFC March 2009 - February 2010
Private Banking and Investment Group at Merrill Lynch July 2008 - March 2009
Skills
Hedge Funds, Asset Managment, Equities, Bloomberg, Litigation, Investments, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Securities, Due Diligence, Microsoft Office, Valuation, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Client Services, Wealth Management..., High Net Worth...
Education
University of California, Los Angeles 2006 — 2008
B.A., Political Science
Cañada College 2004 — 2006
General Education Requirements, Political Science
Charlie Yue's Bessemer Trust Experience April 2010 - January 2013
Job Trust and Estates Professional
Industry Financial Services
Experience
HSBC November 2014 - Present
HSBC July 2013 - November 2014
Bessemer Trust April 2010 - January 2013
Bank of America August 2008 - April 2010
US Trust 2008 - 2010
Bank of America 1997 - 2009
Skills
Estate Planning, Financial Planning, Private Wealth..., Wealth Management, Investment Management, Wealth Management..., Private Banking, Investments, Asset Allocation, Mutual Funds, Series 7, Asset Management, Trust Management, Portfolio Management, Financial Services, Banking
Education
St. John's University School of Law 2002 — 2006
J.D.
Baruch College, City University of New York (CUNY) 1994 — 1996
M.B.A., Finance
Boston University 1985 — 1989
B.S.
HSBC November 2014 - Present
HSBC July 2013 - November 2014
Bessemer Trust April 2010 - January 2013
Bank of America August 2008 - April 2010
US Trust 2008 - 2010
Bank of America 1997 - 2009
Skills
Estate Planning, Financial Planning, Private Wealth..., Wealth Management, Investment Management, Wealth Management..., Private Banking, Investments, Asset Allocation, Mutual Funds, Series 7, Asset Management, Trust Management, Portfolio Management, Financial Services, Banking
Education
St. John's University School of Law 2002 — 2006
J.D.
Baruch College, City University of New York (CUNY) 1994 — 1996
M.B.A., Finance
Boston University 1985 — 1989
B.S.
Alfonso Baigorri Escandon's Bessemer Trust Experience March 2014 - July 2015
Job Managing Director at J.P.Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
Bessemer Trust March 2014 - July 2015
J.P. Morgan January 2008 - March 2014
Buchanan Ingersoll March 2006 - December 2007
Katz Barron Squitero Faust March 2004 - March 2006
Banco Santander August 1992 - March 2004
Skills
Mergers, Private Equity, Estate Planning, Corporate Law, Private Banking, Tax Law, International Tax, Family Office, Family Business, Income Tax, Latin America, Trusts, Banking, International Real..., Real Estate Transactions, Alternative Investments, Mergers & Acquisitions, High Net Worth..., Due Diligence, Financial Structuring, Investments, Securities, Risk Management, Hedge Funds, Trust Services, Wealth Management, Wealth Management..., Fixed Income
Education
University of Miami School of Law 2002 — 2004
LL.M., Estate Planning
Interamerican University School of Law 1993 — 1997
J.D., Law
Boston University 1988 — 1992
B.A.
J.P. Morgan July 2015 - Present
Bessemer Trust March 2014 - July 2015
J.P. Morgan January 2008 - March 2014
Buchanan Ingersoll March 2006 - December 2007
Katz Barron Squitero Faust March 2004 - March 2006
Banco Santander August 1992 - March 2004
Skills
Mergers, Private Equity, Estate Planning, Corporate Law, Private Banking, Tax Law, International Tax, Family Office, Family Business, Income Tax, Latin America, Trusts, Banking, International Real..., Real Estate Transactions, Alternative Investments, Mergers & Acquisitions, High Net Worth..., Due Diligence, Financial Structuring, Investments, Securities, Risk Management, Hedge Funds, Trust Services, Wealth Management, Wealth Management..., Fixed Income
Education
University of Miami School of Law 2002 — 2004
LL.M., Estate Planning
Interamerican University School of Law 1993 — 1997
J.D., Law
Boston University 1988 — 1992
B.A.
David Meikson's Bessemer Trust Experience June 2014 - Present
Job Vice President, Marketing Communications at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2014 - Present
EY September 2013 - May 2014
Goldman Sachs January 2012 - September 2013
Goldman Sachs December 2010 - January 2012
Rabobank March 2007 - August 2010
Skills
Strategic Communications, Corporate Communications, Internal Communications, Social Media Marketing, Crisis Communications, Advertising, Management, Editing, Content Strategy, Publications, Information Architecture, Research, Blogging, Social Media, Public Relations, Press Releases, Leadership, Marketing Communications, Graphic Design
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Strategic Communications
General Assembly 2013 — 2013
Front-End Web Development
Emory University 2001 — 2005
BA, English
Livingston High School
Bessemer Trust June 2014 - Present
EY September 2013 - May 2014
Goldman Sachs January 2012 - September 2013
Goldman Sachs December 2010 - January 2012
Rabobank March 2007 - August 2010
Skills
Strategic Communications, Corporate Communications, Internal Communications, Social Media Marketing, Crisis Communications, Advertising, Management, Editing, Content Strategy, Publications, Information Architecture, Research, Blogging, Social Media, Public Relations, Press Releases, Leadership, Marketing Communications, Graphic Design
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Strategic Communications
General Assembly 2013 — 2013
Front-End Web Development
Emory University 2001 — 2005
BA, English
Livingston High School
Lorena G's Bessemer Trust Experience 2000 - 2006
Job
Industry Financial Services
Experience
GlobeOp Financial Services 2009 - Present
Mariner Investment Group 2006 - 2008
Bessemer Trust 2000 - 2006
Education
City University of New York-Hunter College
B.A.
GlobeOp Financial Services 2009 - Present
Mariner Investment Group 2006 - 2008
Bessemer Trust 2000 - 2006
Education
City University of New York-Hunter College
B.A.
Tim Sichler's Bessemer Trust Experience September 2009 - March 2010
Job Monashee Investment Management
Industry Financial Services
Experience
Monashee Investment Management April 2014 - Present
Rampart Investment Management April 2010 - April 2014
Bessemer Trust September 2009 - March 2010
AM Invesment Partners May 2008 - September 2008
Skills
Bloomberg, Hedge Funds, Alternative Investments, Equities, Fixed Income
Education
Boston University 2005 — 2009
Bachelor's degree, Economics
Monashee Investment Management April 2014 - Present
Rampart Investment Management April 2010 - April 2014
Bessemer Trust September 2009 - March 2010
AM Invesment Partners May 2008 - September 2008
Skills
Bloomberg, Hedge Funds, Alternative Investments, Equities, Fixed Income
Education
Boston University 2005 — 2009
Bachelor's degree, Economics
Brooke Horman's Bessemer Trust Experience January 2007 - February 2014
Job Wealth Management Professional
Industry Investment Management
Experience
Bessemer Trust January 2007 - February 2014
Bessemer Trust December 2003 - December 2006
Bessemer Trust December 2000 - December 2003
Skills
Securities, Financial Analysis, Strategy, Strategic Planning, Project Management, Hold Series 7, Hold Series 63
Education
Brooklyn Law School 1995 — 1999
Doctor of Law (J.D.)
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Bessemer Trust January 2007 - February 2014
Bessemer Trust December 2003 - December 2006
Bessemer Trust December 2000 - December 2003
Skills
Securities, Financial Analysis, Strategy, Strategic Planning, Project Management, Hold Series 7, Hold Series 63
Education
Brooklyn Law School 1995 — 1999
Doctor of Law (J.D.)
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Noelle Lustig's Bessemer Trust Experience March 2003 - November 2004
Job Global Office Space Broker (720) 2889282
Industry Commercial Real Estate
Experience
Regus January 2013 - Present
Regus September 2011 - February 2012
Regus May 2007 - August 2011
Bessemer Trust March 2003 - November 2004
Conde Nast July 2001 - September 2002
Young & Rubicam Advertising March 1999 - July 2001
IKON Office Solutions September 1995 - June 1997
OppenheimerFunds November 1988 - March 1990
Skills
Contract Negotiation, Account Management, New Business Development, Customer Service, Strategic Planning, Negotiation, Budgets, Management, Sales Management, Team Building, Marketing, Operations Management, Outlook, Team Leadership, Microsoft Excel, Mergers & Acquisitions, Sales, Leadership
Education
South Shore High School 1983 — 1987
City University of New York-Brooklyn College
Bachelor of Applied Science (BASc), Computer Science
Mayanot Women's Program - Ramat Eshkol 1993 — 1994
Regus January 2013 - Present
Regus September 2011 - February 2012
Regus May 2007 - August 2011
Bessemer Trust March 2003 - November 2004
Conde Nast July 2001 - September 2002
Young & Rubicam Advertising March 1999 - July 2001
IKON Office Solutions September 1995 - June 1997
OppenheimerFunds November 1988 - March 1990
Skills
Contract Negotiation, Account Management, New Business Development, Customer Service, Strategic Planning, Negotiation, Budgets, Management, Sales Management, Team Building, Marketing, Operations Management, Outlook, Team Leadership, Microsoft Excel, Mergers & Acquisitions, Sales, Leadership
Education
South Shore High School 1983 — 1987
City University of New York-Brooklyn College
Bachelor of Applied Science (BASc), Computer Science
Mayanot Women's Program - Ramat Eshkol 1993 — 1994
Elise Mordos's Bessemer Trust Experience July 2015 - Present
Job Investment Strategies Analyst at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2015 - Present
MediaBridge Capital Advisors January 2015 - May 2015
Cornell University May 2013 - June 2014
Barnard College, Columbia University May 2011 - May 2013
Do Something June 2012 - August 2012
Davis & Gilbert LLP August 2011 - August 2011
Skills
Research, Economics, Statistics, Data Analysis, Spanish, Finance, Stata, Microsoft Office, Financial Modeling, Qualitative Research, Editing, PowerPoint, Microsoft Excel, Community Outreach, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance, General
Barnard College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Athena Leadership Scholar
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics, Athena Leadership Scholar
Bessemer Trust July 2015 - Present
MediaBridge Capital Advisors January 2015 - May 2015
Cornell University May 2013 - June 2014
Barnard College, Columbia University May 2011 - May 2013
Do Something June 2012 - August 2012
Davis & Gilbert LLP August 2011 - August 2011
Skills
Research, Economics, Statistics, Data Analysis, Spanish, Finance, Stata, Microsoft Office, Financial Modeling, Qualitative Research, Editing, PowerPoint, Microsoft Excel, Community Outreach, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance, General
Barnard College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Athena Leadership Scholar
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics, Athena Leadership Scholar
Bryant Seaman's Bessemer Trust Experience November 2005 - Present
Job Managing Director, Head of Private Asset Advisory at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust November 2005 - Present
GeoResources, Inc. ("GEOI") March 2010 - August 2012
New York Stock Exchange 2002 - 2004
Deutsche Banc Alex. Brown 1998 - 2001
Credit Suisse First Boston 1983 - 1995
Sullivan & Cromwell 1981 - 1983
Skills
Private Equity, Mergers, Finance, Wealth Management..., Mergers & Acquisitions, Fixed Income, Financial Advisory, Management, Investment Strategies, Asset Allocation, Wealth Management, Derivatives, Financial Services, Corporate Governance, IPO, Financial Structuring, Investment Banking, Capital Markets
Education
Columbia Law School 1977 — 1981
JD, Law
Columbia University - Columbia Business School 1977 — 1981
MBA, Finance
Stanford University 1971 — 1975
A.B., Political Science with Distinction
Bessemer Trust November 2005 - Present
GeoResources, Inc. ("GEOI") March 2010 - August 2012
New York Stock Exchange 2002 - 2004
Deutsche Banc Alex. Brown 1998 - 2001
Credit Suisse First Boston 1983 - 1995
Sullivan & Cromwell 1981 - 1983
Skills
Private Equity, Mergers, Finance, Wealth Management..., Mergers & Acquisitions, Fixed Income, Financial Advisory, Management, Investment Strategies, Asset Allocation, Wealth Management, Derivatives, Financial Services, Corporate Governance, IPO, Financial Structuring, Investment Banking, Capital Markets
Education
Columbia Law School 1977 — 1981
JD, Law
Columbia University - Columbia Business School 1977 — 1981
MBA, Finance
Stanford University 1971 — 1975
A.B., Political Science with Distinction
Jim Chandler's Bessemer Trust Experience 2001 - Present
Job at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2001 - Present
Evaluation Associates January 1998 - 2001
UBS Paine Webber 1988 - 1997
PaineWebber 1988 - 1997
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Management, Equities, Private Equity, Investments, Investment Advisory, Portfolio Management, Series 7, Fixed Income, Investment Strategies, Mutual Funds, Series 63, Securities, High Net Worth..., Wealth Management..., Capital Markets
Education
Vanderbilt University 1975 — 1979
BS, Business Administration
American University
MA, Applied Economics
Syracuse University - Martin J. Whitman School of Management
MBA
Bessemer Trust 2001 - Present
Evaluation Associates January 1998 - 2001
UBS Paine Webber 1988 - 1997
PaineWebber 1988 - 1997
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Management, Equities, Private Equity, Investments, Investment Advisory, Portfolio Management, Series 7, Fixed Income, Investment Strategies, Mutual Funds, Series 63, Securities, High Net Worth..., Wealth Management..., Capital Markets
Education
Vanderbilt University 1975 — 1979
BS, Business Administration
American University
MA, Applied Economics
Syracuse University - Martin J. Whitman School of Management
MBA
Bryan Adler's Bessemer Trust Experience January 2011 - May 2011
Job Investment Banking Analyst at UBS
Industry Accounting
Experience
UBS Investment Bank July 2013 - Present
Connex App LLC August 2012 - Present
CrowdHut March 2013 - May 2013
Global Gaming & Hospitality December 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Apollo Global Management LLC May 2011 - May 2012
AIESEC United States January 2009 - January 2012
Bessemer Trust January 2011 - May 2011
NYC office of the Comptroller June 2010 - December 2010
Skills
Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Valuation, Bloomberg, Due Diligence, Microsoft Excel, Economics, Equities, Bloomberg Terminal, PowerPoint, Investment Banking, Risk Management, Budgets, Microsoft Office, Investments, Finance, Microsoft Word
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College 2009 — 2013
Accounting
G.W Hewlett 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
UBS Investment Bank July 2013 - Present
Connex App LLC August 2012 - Present
CrowdHut March 2013 - May 2013
Global Gaming & Hospitality December 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Apollo Global Management LLC May 2011 - May 2012
AIESEC United States January 2009 - January 2012
Bessemer Trust January 2011 - May 2011
NYC office of the Comptroller June 2010 - December 2010
Skills
Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Valuation, Bloomberg, Due Diligence, Microsoft Excel, Economics, Equities, Bloomberg Terminal, PowerPoint, Investment Banking, Risk Management, Budgets, Microsoft Office, Investments, Finance, Microsoft Word
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College 2009 — 2013
Accounting
G.W Hewlett 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Coen, Leigh's Bessemer Trust Experience January 2014 - September 2014
Job Officer at State Street Corporation
Industry Investment Management
Experience
State Street September 2014 - Present
Bessemer Trust January 2014 - September 2014
Bessemer Trust February 2006 - December 2013
Skills
Accounting, Private Equity, Financial Reporting, Investments, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Analysis, Outlook, Microsoft Word, Access, GAAP, Data Analysis, CRM, Financial Accounting
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master of Business Administration (MBA), Accounting
Bryant College 1998 — 2002
BSBA, Marketing
State Street September 2014 - Present
Bessemer Trust January 2014 - September 2014
Bessemer Trust February 2006 - December 2013
Skills
Accounting, Private Equity, Financial Reporting, Investments, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Analysis, Outlook, Microsoft Word, Access, GAAP, Data Analysis, CRM, Financial Accounting
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master of Business Administration (MBA), Accounting
Bryant College 1998 — 2002
BSBA, Marketing
Liz Todaro's Bessemer Trust Experience February 2011 - Present
Job Senior Custody Associate at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 2011 - Present
DRESDNER KLEINWORT SECURITIES LLC February 2005 - October 2009
Fidelity Investments October 2003 - February 2005
Fidelity Investments April 1999 - October 2003
Skills
Securities, Account Reconciliation, Settlement, Equities, Investment Banking, Financial Services, Fixed Income, Corporate Actions, Risk Management, Trading, Financial Risk, FX Options, Investments
Education
Berkeley College
Bachelor of Business Administration Degree, Business Administration
Bessemer Trust February 2011 - Present
DRESDNER KLEINWORT SECURITIES LLC February 2005 - October 2009
Fidelity Investments October 2003 - February 2005
Fidelity Investments April 1999 - October 2003
Skills
Securities, Account Reconciliation, Settlement, Equities, Investment Banking, Financial Services, Fixed Income, Corporate Actions, Risk Management, Trading, Financial Risk, FX Options, Investments
Education
Berkeley College
Bachelor of Business Administration Degree, Business Administration
John McQuade's Bessemer Trust Experience January 2015 - Present
Job Client Advisor, Associate Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust March 2011 - December 2012
Hened Ltd. August 2010 - March 2011
Manor Delicatessen & Catering July 2002 - March 2011
CJD Christophorusschule September 2009 - August 2010
Skills
Economics, Accounting, Finance, QuickBooks, German, English, E-commerce, Financial Accounting, Teaching, Integration, Research, Investments
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cannon Trust School 2013 — 2014
Cannon Trust School Level III Graduate, Trust and Estate Administration, Retirement Planning, Insurance
Boston College 2005 — 2009
B.A., German Studies
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust March 2011 - December 2012
Hened Ltd. August 2010 - March 2011
Manor Delicatessen & Catering July 2002 - March 2011
CJD Christophorusschule September 2009 - August 2010
Skills
Economics, Accounting, Finance, QuickBooks, German, English, E-commerce, Financial Accounting, Teaching, Integration, Research, Investments
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cannon Trust School 2013 — 2014
Cannon Trust School Level III Graduate, Trust and Estate Administration, Retirement Planning, Insurance
Boston College 2005 — 2009
B.A., German Studies
Peter McGuinness's Bessemer Trust Experience July 2011 - Present
Job Managing Director and Senior Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2011 - Present
J.P. Morgan December 1986 - July 2011
Skills
Investments
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
St. John's University School of Law 1981 — 1984
JD
Saint John's University 1977 — 1981
Archbishop Molloy
Bessemer Trust July 2011 - Present
J.P. Morgan December 1986 - July 2011
Skills
Investments
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
St. John's University School of Law 1981 — 1984
JD
Saint John's University 1977 — 1981
Archbishop Molloy
Peter Zarifes's Bessemer Trust Experience 1999 - 2011
Job Managing Director at Whittier Trust Co.
Industry Investment Management
Experience
Whittier Trust Company 2011 - Present
Bessemer Trust 1999 - 2011
Desmond, Marcello & Amster 1990 - 1999
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Private Equity, Business Valuation, Asset Managment, Alternative Investments, Start-ups, Equities, Business Strategy, Business Development, Asset Allocation, Investment Management, High Net Worth..., Hedge Funds, Investment Advisory, Venture Capital
Education
Harvard Business School 1988 — 1990
MBA, General Management, Finance
Claremont McKenna College 1982 — 1985
BA, Economics
Whittier Trust Company 2011 - Present
Bessemer Trust 1999 - 2011
Desmond, Marcello & Amster 1990 - 1999
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Private Equity, Business Valuation, Asset Managment, Alternative Investments, Start-ups, Equities, Business Strategy, Business Development, Asset Allocation, Investment Management, High Net Worth..., Hedge Funds, Investment Advisory, Venture Capital
Education
Harvard Business School 1988 — 1990
MBA, General Management, Finance
Claremont McKenna College 1982 — 1985
BA, Economics
Julia Lager's Bessemer Trust Experience Fiduciary Tax ConsultantBessemer TrustTax GroupPricewaterhouseCoopersJanuary 2006 - December 2011
Job Fiduciary Tax Consultant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust Fiduciary Tax ConsultantBessemer TrustTax GroupPricewaterhouseCoopersJanuary 2006 - December 2011
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Bessemer Trust Fiduciary Tax ConsultantBessemer TrustTax GroupPricewaterhouseCoopersJanuary 2006 - December 2011
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Marc de Saint Phalle's Bessemer Trust Experience 1999 - Present
Job Managing Director, Director of Private Equity at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
Drew Jamner's Bessemer Trust Experience January 2012 - January 2012
Job Credit Analyst at Informa Global Markets
Industry Financial Services
Experience
Informa Global Markets January 2015 - Present
INTL FCStone Inc. June 2014 - December 2014
KLS Professional Advisors, LLC July 2012 - June 2014
Bessemer Trust January 2012 - January 2012
UBS Wealth Management July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills
Education
Colby College 2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)
Weston High School 2004 — 2008
Informa Global Markets January 2015 - Present
INTL FCStone Inc. June 2014 - December 2014
KLS Professional Advisors, LLC July 2012 - June 2014
Bessemer Trust January 2012 - January 2012
UBS Wealth Management July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills
Education
Colby College 2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)
Weston High School 2004 — 2008
Diana Sun's Bessemer Trust Experience August 2008 - Present
Job Fiduciary Tax Consultant at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust August 2008 - Present
Skills
Tax Compliance, Strategic Financial..., Tax, Income Tax, Due Diligence, Tax Preparation, Finance
Education
Baruch College 2004 — 2008
BA, Accounting
Bessemer Trust August 2008 - Present
Skills
Tax Compliance, Strategic Financial..., Tax, Income Tax, Due Diligence, Tax Preparation, Finance
Education
Baruch College 2004 — 2008
BA, Accounting
Brooke Best's Bessemer Trust Experience May 2006 - October 2014
Job Sale Representative at Len T. Deloney Co. LLC
Industry Investment Management
Experience
Len T. Deloney Co. LLC November 2014 - Present
Bessemer Trust May 2006 - October 2014
Richardson ISD August 2004 - May 2006
Skills
CTFA, Financial Advisory, Investment Management, Asset Allocation
Education
Stephen F. Austin State University 2003 — 2004
Teaching Certification, EC-4
Baylor University - Hankamer School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Len T. Deloney Co. LLC November 2014 - Present
Bessemer Trust May 2006 - October 2014
Richardson ISD August 2004 - May 2006
Skills
CTFA, Financial Advisory, Investment Management, Asset Allocation
Education
Stephen F. Austin State University 2003 — 2004
Teaching Certification, EC-4
Baylor University - Hankamer School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Asha Rai-Avila's Bessemer Trust Experience January 2006 - July 2010
Job Search Coordinator at Ferguson Partners
Industry Financial Services
Experience
Ferguson Partners November 2012 - Present
Bessemer Trust January 2006 - July 2010
Tata Consultancy Services May 2002 - January 2006
C2 Media August 2000 - October 2001
Temporarily Yours January 1991 - February 2000
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Research, Photoshop, HTML
Education
Baruch College
Bachelor of Business Administration (BBA), Human Resources Management and Services
Ferguson Partners November 2012 - Present
Bessemer Trust January 2006 - July 2010
Tata Consultancy Services May 2002 - January 2006
C2 Media August 2000 - October 2001
Temporarily Yours January 1991 - February 2000
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Research, Photoshop, HTML
Education
Baruch College
Bachelor of Business Administration (BBA), Human Resources Management and Services
Matthew Adler, CPA's Bessemer Trust Experience February 2012 - October 2012
Job Audit and Tax Professional at Bass & Lemer LLP
Industry Accounting
Experience
Bass & Lemer LLP November 2014 - Present
Phil Sarna Business Management August 2013 - November 2014
RR Advisory Group, LLC December 2012 - May 2013
Bessemer Trust February 2012 - October 2012
PwC June 2010 - August 2010
Skills
Tax, Tax Returns, Financial Statements, Accounting, Tax Preparation, Corporate Tax, Financial Accounting, Tax Accounting, Income Tax, Tax Research, Financial Reporting, QuickBooks, Strategic Financial...
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Accounting
Baruch College
Master of Science (MS), Taxation
Bass & Lemer LLP November 2014 - Present
Phil Sarna Business Management August 2013 - November 2014
RR Advisory Group, LLC December 2012 - May 2013
Bessemer Trust February 2012 - October 2012
PwC June 2010 - August 2010
Skills
Tax, Tax Returns, Financial Statements, Accounting, Tax Preparation, Corporate Tax, Financial Accounting, Tax Accounting, Income Tax, Tax Research, Financial Reporting, QuickBooks, Strategic Financial...
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Accounting
Baruch College
Master of Science (MS), Taxation