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
Christopher Koehler Christopher Koehler's Bessemer Trust Experience February 2004 - January 2014
Job Senior Financial Planning Manager at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors January 2014 - Present
Bessemer Trust February 2004 - January 2014
WTAS July 2002 - February 2004
Andersen LLP October 2000 - July 2002
Skills
High Net Worth..., Income Tax, Tax Advisory, Tax Returns
Education
Seton Hall University 2004 — 2006
Master of Science (M.S.), Taxation
Marist College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Mariner Wealth Advisors January 2014 - Present
Bessemer Trust February 2004 - January 2014
WTAS July 2002 - February 2004
Andersen LLP October 2000 - July 2002
Skills
High Net Worth..., Income Tax, Tax Advisory, Tax Returns
Education
Seton Hall University 2004 — 2006
Master of Science (M.S.), Taxation
Marist College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Leigh Seidman Leigh Seidman's Bessemer Trust Experience June 2013 - August 2013
Job Analyst, Leveraged Lending at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2014 - Present
Bessemer Trust June 2013 - August 2013
Towers Watson June 2012 - August 2012
Skills
Economics, Microsoft Excel, Data Analysis, Financial Analysis, Valuation, PowerPoint, Financial Modeling, Credit Analysis, Portfolio Management, Alternative Investments, Asset Management, Microsoft Office, Finance, Investments, Microsoft Word, Research
Education
Cornell University 2010 — 2014
B.A., Economics and History
Ridgefield High School 2006 — 2010
TIAA-CREF July 2014 - Present
Bessemer Trust June 2013 - August 2013
Towers Watson June 2012 - August 2012
Skills
Economics, Microsoft Excel, Data Analysis, Financial Analysis, Valuation, PowerPoint, Financial Modeling, Credit Analysis, Portfolio Management, Alternative Investments, Asset Management, Microsoft Office, Finance, Investments, Microsoft Word, Research
Education
Cornell University 2010 — 2014
B.A., Economics and History
Ridgefield High School 2006 — 2010
Erin McKone Erin McKone's Bessemer Trust Experience October 2010 - November 2011
Job Account Manager at Agent Ace
Industry Internet
Experience
Agent Ace April 2015 - Present
TrueCar, Inc. April 2013 - Present
TrueCar, Inc. November 2011 - April 2013
Bessemer Trust October 2010 - November 2011
Bessemer Trust September 2005 - October 2010
Anderson Tax September 2004 - September 2005
Skills
California Drivers..., Project Management, Project Planning, Management, Program Management, Marketing, Project Estimation, Microsoft Excel, New Business Development, Business Development, Business Strategy, Project Delivery, Strategic Planning, Competitive Analysis, Investments, Financial Modeling, Finance, Leadership, Business Analysis, Mergers, Software Project..., Account Management, Sales, CRM, Mergers & Acquisitions
Education
Manhattan College 2000 — 2004
Bachelor of Science, Finance, Economics
Agent Ace April 2015 - Present
TrueCar, Inc. April 2013 - Present
TrueCar, Inc. November 2011 - April 2013
Bessemer Trust October 2010 - November 2011
Bessemer Trust September 2005 - October 2010
Anderson Tax September 2004 - September 2005
Skills
California Drivers..., Project Management, Project Planning, Management, Program Management, Marketing, Project Estimation, Microsoft Excel, New Business Development, Business Development, Business Strategy, Project Delivery, Strategic Planning, Competitive Analysis, Investments, Financial Modeling, Finance, Leadership, Business Analysis, Mergers, Software Project..., Account Management, Sales, CRM, Mergers & Acquisitions
Education
Manhattan College 2000 — 2004
Bachelor of Science, Finance, Economics
Kathryn Huie Harrison Kathryn Huie Harrison's Bessemer Trust Experience 2007 - 2008
Job Marion L. Brittain Postdoctoral Fellow, Georgia Institute of Technology
Industry Higher Education
Experience
Georgia Institute of Technology July 2015 - Present
Georgia State University August 2014 - May 2015
Georgia State University August 2011 - May 2015
Goizueta Business School August 2011 - December 2014
Georgia State University August 2013 - July 2014
Georgia State University August 2009 - May 2012
Bessemer Trust 2007 - 2008
Skills
Business and Technical..., Resume Writing, Writing, Grant Writing, British Literature, Written & Oral..., Presentation Coaching, Public Speaking, Literature, Instructional Design, Academic Writing, Event Planning, Technical Writing, Fundraising, Teaching, College Teaching, University Teaching, Research, Teaching Writing, Tutoring, Spanish, Creative Writing, Higher Education, Copy Editing, Teaching English as a..., Language Teaching, Rhetoric, Curriculum Development, ESL
Education
Georgia State University 2011 — 2015
Doctor of Philosophy (PhD), Victorian Literature
Georgia State University 2009 — 2011
Master of Arts (MA), English Language and Literature, General
Furman University 2003 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Georgia Institute of Technology July 2015 - Present
Georgia State University August 2014 - May 2015
Georgia State University August 2011 - May 2015
Goizueta Business School August 2011 - December 2014
Georgia State University August 2013 - July 2014
Georgia State University August 2009 - May 2012
Bessemer Trust 2007 - 2008
Skills
Business and Technical..., Resume Writing, Writing, Grant Writing, British Literature, Written & Oral..., Presentation Coaching, Public Speaking, Literature, Instructional Design, Academic Writing, Event Planning, Technical Writing, Fundraising, Teaching, College Teaching, University Teaching, Research, Teaching Writing, Tutoring, Spanish, Creative Writing, Higher Education, Copy Editing, Teaching English as a..., Language Teaching, Rhetoric, Curriculum Development, ESL
Education
Georgia State University 2011 — 2015
Doctor of Philosophy (PhD), Victorian Literature
Georgia State University 2009 — 2011
Master of Arts (MA), English Language and Literature, General
Furman University 2003 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Adam Sabourin Adam Sabourin's Bessemer Trust Experience March 2012 - June 2012
Job Administrative Services Concierge at PwC
Industry Financial Services
Experience
PwC November 2013 - Present
Texas Army National Guard December 2007 - Present
Reddy Ice May 2013 - July 2013
Prudential Asset Resources February 2013 - June 2013
The University of Texas at Dallas December 2012 - February 2013
Towers Watson October 2012 - December 2012
Bessemer Trust March 2012 - June 2012
SBB Management Company May 2005 - January 2011
Jacksons Home & Garden August 2001 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Adobe Photoshop, Adobe Illustrator, PowerPoint, Human Resources, Outlook, Analysis, Leadership, Reports, CRM
Education
Kaplan University 2010 — 2011
Bachelors of Science degree, Political Science
PwC November 2013 - Present
Texas Army National Guard December 2007 - Present
Reddy Ice May 2013 - July 2013
Prudential Asset Resources February 2013 - June 2013
The University of Texas at Dallas December 2012 - February 2013
Towers Watson October 2012 - December 2012
Bessemer Trust March 2012 - June 2012
SBB Management Company May 2005 - January 2011
Jacksons Home & Garden August 2001 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Adobe Photoshop, Adobe Illustrator, PowerPoint, Human Resources, Outlook, Analysis, Leadership, Reports, CRM
Education
Kaplan University 2010 — 2011
Bachelors of Science degree, Political Science
Keara Everdell, MBA Keara Everdell, MBA's Bessemer Trust Experience May 2014 - Present
Job Senior Vice President, Client Solutions Marketing at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Beste Portnoff Beste Portnoff's Bessemer Trust Experience November 2005 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust November 2005 - Present
3G Capital (formerly Synthesis Asset Management) September 2002 - September 2005
Global Securities USA Inc. May 1998 - September 2002
Premier Farnell September 1997 - May 1998
Skills
Mutual Funds, Fund Of Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Private Equity, Investments, Series 7, Due Diligence, Series 63, Securities, Valuation, Risk Management, Financial Analysis
Education
New York University 1999 — 2001
MA, Economics
University of Wisconsin-Madison 1995 — 1997
BA, Economics
Marmara Üniversitesi 1992 — 1994
Economics
Notre Dame De Sion French High School, Istanbul, Turkey 1984 — 1992
Bessemer Trust November 2005 - Present
3G Capital (formerly Synthesis Asset Management) September 2002 - September 2005
Global Securities USA Inc. May 1998 - September 2002
Premier Farnell September 1997 - May 1998
Skills
Mutual Funds, Fund Of Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Private Equity, Investments, Series 7, Due Diligence, Series 63, Securities, Valuation, Risk Management, Financial Analysis
Education
New York University 1999 — 2001
MA, Economics
University of Wisconsin-Madison 1995 — 1997
BA, Economics
Marmara Üniversitesi 1992 — 1994
Economics
Notre Dame De Sion French High School, Istanbul, Turkey 1984 — 1992
Burtel Batson's Bessemer Trust Experience 1984 - 1998
Job Experienced Data Manager | Helping organizations define, qualify and connect data for information service enhancement
Industry Information Technology and Services
Experience
RGP June 2014 - December 2014
Credit Suisse August 2012 - May 2013
Deutsche Bank Securities May 2010 - August 2011
Thomson Reuters September 2007 - October 2009
Thomson Financial January 2004 - September 2007
Thomson Financial February 2002 - January 2004
Thomson Financial June 2000 - February 2002
A-T Financial, Inc. June 1998 - June 2000
Bessemer Trust 1984 - 1998
New York City Transit Authority 1982 - 1984
Skills
Reference Data, Business Analysis, Corporate Actions, Data Quality, Market Data, Data Management, Business Process..., Integration, Business Process, Project Management, Leadership, Management, Project Planning, Software Documentation, Process Improvement, SDLC, Financial Services, Consulting
Education
Massachusetts Institute of Technology 1979 — 1980
M.S., Civil Engineering, Transportation Systems
Massachusetts Institute of Technology 1975 — 1979
B.S., Civil Engineering, Transportation Systems
RGP June 2014 - December 2014
Credit Suisse August 2012 - May 2013
Deutsche Bank Securities May 2010 - August 2011
Thomson Reuters September 2007 - October 2009
Thomson Financial January 2004 - September 2007
Thomson Financial February 2002 - January 2004
Thomson Financial June 2000 - February 2002
A-T Financial, Inc. June 1998 - June 2000
Bessemer Trust 1984 - 1998
New York City Transit Authority 1982 - 1984
Skills
Reference Data, Business Analysis, Corporate Actions, Data Quality, Market Data, Data Management, Business Process..., Integration, Business Process, Project Management, Leadership, Management, Project Planning, Software Documentation, Process Improvement, SDLC, Financial Services, Consulting
Education
Massachusetts Institute of Technology 1979 — 1980
M.S., Civil Engineering, Transportation Systems
Massachusetts Institute of Technology 1975 — 1979
B.S., Civil Engineering, Transportation Systems
Clare Lugli's Bessemer Trust Experience March 2011 - Present
Job Assistant Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust March 2011 - Present
Clinton Foundation June 2010 - August 2010
Lakewood Hospital a Cleveland Clinic Hospital May 2009 - August 2009
Thompson Hine LLP May 2008 - August 2008
Skills
Event Planning, Non-profits, Editing, Press Releases, Marketing, Legal Writing, Process Scheduler, CRM, Database Admin, Website Development, Managerial Finance, Research, Social Media, Public Speaking, Microsoft Office, Blogging, PowerPoint, Fundraising, Microsoft Excel, Community Outreach, Marketing Communications, Finance
Education
Wellesley College 2007 — 2010
BA, English
Miami University 2006 — 2007
BA, English
Bessemer Trust March 2011 - Present
Clinton Foundation June 2010 - August 2010
Lakewood Hospital a Cleveland Clinic Hospital May 2009 - August 2009
Thompson Hine LLP May 2008 - August 2008
Skills
Event Planning, Non-profits, Editing, Press Releases, Marketing, Legal Writing, Process Scheduler, CRM, Database Admin, Website Development, Managerial Finance, Research, Social Media, Public Speaking, Microsoft Office, Blogging, PowerPoint, Fundraising, Microsoft Excel, Community Outreach, Marketing Communications, Finance
Education
Wellesley College 2007 — 2010
BA, English
Miami University 2006 — 2007
BA, English
Harry Guilfoyle's Bessemer Trust Experience June 2012 - August 2012
Job Senior Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management May 2013 - Present
Bessemer Trust June 2012 - August 2012
Luminous Capital July 2011 - August 2011
Skills
Public Policy, Economics, Policy Analysis, Research, Business Development, Nonprofits, Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy Analysis
First Republic Investment Management May 2013 - Present
Bessemer Trust June 2012 - August 2012
Luminous Capital July 2011 - August 2011
Skills
Public Policy, Economics, Policy Analysis, Research, Business Development, Nonprofits, Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy Analysis
Brendan McGurk's Bessemer Trust Experience January 2015 - Present
Job Principal Head of Learning & Development at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust March 2013 - December 2013
J.P. Morgan Private Bank September 2009 - February 2013
Bernstein Global Wealth Management September 2006 - September 2009
New Canaan High School September 2002 - September 2006
Skills
Wealth Management, Asset Allocation, Financial Modeling, Business Development, Investment Management, Learning Theory, Training
Education
Harvard University Graduate School of Education 2001 — 2002
Master of Arts (M.A.), Education
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (BA), History
Bessemer Trust January 2015 - Present
Bessemer Trust March 2013 - December 2013
J.P. Morgan Private Bank September 2009 - February 2013
Bernstein Global Wealth Management September 2006 - September 2009
New Canaan High School September 2002 - September 2006
Skills
Wealth Management, Asset Allocation, Financial Modeling, Business Development, Investment Management, Learning Theory, Training
Education
Harvard University Graduate School of Education 2001 — 2002
Master of Arts (M.A.), Education
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (BA), History
Enyinnaya David Aja Enyinnaya David Aja's Bessemer Trust Experience February 2012 - June 2012
Job Analyst at US Government Accountability Office
Industry Government Administration
Experience
US Government Accountability Office August 2014 - Present
Goldman School of Public Policy June 2014 - August 2014
Bessemer Trust February 2012 - June 2012
Kaplan Test Prep and Admissions September 2010 - June 2012
W. P. Carey & Co. LLC December 2010 - January 2012
Cornell University Library April 2007 - May 2010
On Site Volunteer Services June 2008 - September 2008
Skills
Research, Data Analysis, Stata, R, Microsoft Excel, Statistics, Econometrics, Writing, Editing, Policy Analysis, Visual Basic, Public Speaking, Community Outreach
Education
The Hertie School of Governance 2013 — 2014
Master of Public Policy, Public Policy Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2013
Master of Public Administration (MPA), State and Local Government Finance, Program Evaluation
Cornell University 2006 — 2010
Bachelor of Arts, Philosophy, Inequality Studies
US Government Accountability Office August 2014 - Present
Goldman School of Public Policy June 2014 - August 2014
Bessemer Trust February 2012 - June 2012
Kaplan Test Prep and Admissions September 2010 - June 2012
W. P. Carey & Co. LLC December 2010 - January 2012
Cornell University Library April 2007 - May 2010
On Site Volunteer Services June 2008 - September 2008
Skills
Research, Data Analysis, Stata, R, Microsoft Excel, Statistics, Econometrics, Writing, Editing, Policy Analysis, Visual Basic, Public Speaking, Community Outreach
Education
The Hertie School of Governance 2013 — 2014
Master of Public Policy, Public Policy Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2013
Master of Public Administration (MPA), State and Local Government Finance, Program Evaluation
Cornell University 2006 — 2010
Bachelor of Arts, Philosophy, Inequality Studies
Helen Cabot's Bessemer Trust Experience April 2013 - March 2014
Job Analyst at Ipreo
Industry Financial Services
Experience
Ipreo March 2014 - Present
Bessemer Trust April 2013 - March 2014
Cornell University June 2012 - December 2012
American Rights at Work August 2011 - December 2011
Skills
Research, Lead Generation, CRM, Capital IQ, DNB, Wealthmonitor, Wealth-X, Lexis
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial Labor Relations
Stuyvesant High School 2005 — 2009
Ipreo March 2014 - Present
Bessemer Trust April 2013 - March 2014
Cornell University June 2012 - December 2012
American Rights at Work August 2011 - December 2011
Skills
Research, Lead Generation, CRM, Capital IQ, DNB, Wealthmonitor, Wealth-X, Lexis
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial Labor Relations
Stuyvesant High School 2005 — 2009
Brian Vogel's Bessemer Trust Experience March 2014 - Present
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust March 2014 - Present
Bessemer Trust March 2012 - March 2014
Morgan Stanley December 2009 - March 2012
Nankai University 南开大学 August 2007 - June 2009
Skills
Wealth Management, Equities, Mutual Funds, Asset Allocation, Risk Management, Asset Management, Investment Management, Alternative Investments, Investments, Financial Services, Private Equity
Education
Indiana University Bloomington 2003 — 2007
B.S., Management, Entrepreneurship
St. Joseph High School
Bessemer Trust March 2014 - Present
Bessemer Trust March 2012 - March 2014
Morgan Stanley December 2009 - March 2012
Nankai University 南开大学 August 2007 - June 2009
Skills
Wealth Management, Equities, Mutual Funds, Asset Allocation, Risk Management, Asset Management, Investment Management, Alternative Investments, Investments, Financial Services, Private Equity
Education
Indiana University Bloomington 2003 — 2007
B.S., Management, Entrepreneurship
St. Joseph High School
Patricia L. Newton Patricia L. Newton's Bessemer Trust Experience May 2000 - September 2002
Job Chief of Staff ~ Adjunct Professor
Industry
Experience
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
Moira Hand's Bessemer Trust Experience December 2013 - April 2015
Job Principal Resource Specialist for Credit Suisse at Alexander Mann Solutions
Industry Financial Services
Experience
Credit Suisse with AMS May 2015 - Present
Bessemer Trust December 2013 - April 2015
Randstad May 2005 - May 2013
Akzo Nobel August 1998 - August 2003
Addleshaw Booth & Co (Law Firm) April 1995 - January 1998
AMEC 1990 - 1994
Skills
Recruiting, Employee Relations, Human Resources, Personnel Management, Applicant Tracking..., Onboarding, Talent Acquisition, Workforce Planning, HRIS, Talent Management, New Hire Orientations, College Recruiting, HR Policies, Taleo, Succession Planning, Behavioral Interviewing, HR Consulting, Employee Engagement, Performance Appraisal, Employee Benefits, Employer Branding, Internet Recruiting, Interviews, Leadership, Management, Benefits Administration
Education
Leeds Metropolitan University 2002 — 2005
Master's Degree, Human Resources Management
Leeds Beckett University 2000 — 2002
Post Graduate Diploma, Human Resources Management
Chartered Institute of Personnel & Development (CIPD) 1997 — 1998
Diploma, Human Resources
Credit Suisse with AMS May 2015 - Present
Bessemer Trust December 2013 - April 2015
Randstad May 2005 - May 2013
Akzo Nobel August 1998 - August 2003
Addleshaw Booth & Co (Law Firm) April 1995 - January 1998
AMEC 1990 - 1994
Skills
Recruiting, Employee Relations, Human Resources, Personnel Management, Applicant Tracking..., Onboarding, Talent Acquisition, Workforce Planning, HRIS, Talent Management, New Hire Orientations, College Recruiting, HR Policies, Taleo, Succession Planning, Behavioral Interviewing, HR Consulting, Employee Engagement, Performance Appraisal, Employee Benefits, Employer Branding, Internet Recruiting, Interviews, Leadership, Management, Benefits Administration
Education
Leeds Metropolitan University 2002 — 2005
Master's Degree, Human Resources Management
Leeds Beckett University 2000 — 2002
Post Graduate Diploma, Human Resources Management
Chartered Institute of Personnel & Development (CIPD) 1997 — 1998
Diploma, Human Resources
Julie Combee's Bessemer Trust Experience December 2014 - March 2015
Job Marketing, Sales & Event Planner Professional
Industry Marketing and Advertising
Experience
Catholic Family Center August 2015 - Present
Bessemer Trust December 2014 - March 2015
Kuraray America, Inc March 2008 - February 2014
Skills
Market Development, Marketing Strategy, New Business Development, Product Development, Account Management, Leadership, Sales Management, Business Development, SAP, Strategic Planning, Sales Operations, Project Management, Microsoft Office, Cross-functional Team..., Key Account Management, Marketing, Event Planning, Web Development, Web Design, Team Building, B2B
Education
Florida State University 2002 — 2006
Bachelor of Arts (B.A.), Creative Writing
Catholic Family Center August 2015 - Present
Bessemer Trust December 2014 - March 2015
Kuraray America, Inc March 2008 - February 2014
Skills
Market Development, Marketing Strategy, New Business Development, Product Development, Account Management, Leadership, Sales Management, Business Development, SAP, Strategic Planning, Sales Operations, Project Management, Microsoft Office, Cross-functional Team..., Key Account Management, Marketing, Event Planning, Web Development, Web Design, Team Building, B2B
Education
Florida State University 2002 — 2006
Bachelor of Arts (B.A.), Creative Writing
Caitlin Mahoney Caitlin Mahoney's Bessemer Trust Experience April 2010 - August 2010
Job Account Executive at Myriad Genetics
Industry Pharmaceuticals
Experience
Myriad Genetics July 2013 - Present
Ferring Pharmaceuticals September 2011 - June 2013
Ferring Pharmaceuticals August 2010 - January 2012
Bessemer Trust April 2010 - August 2010
JPMorgan Chase March 2008 - May 2009
Skills
Product Launch, Market Research, Cold Calling, Pharmaceutical Sales, Pharmaceutical Industry, Medical Devices, Competitive Analysis, Market Planning, Sales Presentations, Marketing Communications, Cross-functional Team...
Education
Loyola University Maryland 2003 — 2007
BBA
Monash University
Myriad Genetics July 2013 - Present
Ferring Pharmaceuticals September 2011 - June 2013
Ferring Pharmaceuticals August 2010 - January 2012
Bessemer Trust April 2010 - August 2010
JPMorgan Chase March 2008 - May 2009
Skills
Product Launch, Market Research, Cold Calling, Pharmaceutical Sales, Pharmaceutical Industry, Medical Devices, Competitive Analysis, Market Planning, Sales Presentations, Marketing Communications, Cross-functional Team...
Education
Loyola University Maryland 2003 — 2007
BBA
Monash University
Kui Li, EA, MST's Bessemer Trust Experience February 2014 - May 2014
Job Tax Specialist
Industry Financial Services
Experience
PwC January 2015 - Present
Citi May 2014 - January 2015
Bessemer Trust February 2014 - May 2014
United Nations January 2014 - April 2014
Fordham University February 2013 - September 2013
Manhattan Place Entertainment Inc. May 2013 - August 2013
Ariva February 2013 - April 2013
Shangtang Mining Investment & Co. February 2012 - July 2012
Freelance May 2009 - March 2010
Shenyin & Wanguo Securities Co. Ltd. June 2009 - August 2009
Skills
OneSource, ProSystem fx Tax, GoSystems, Superforms, Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Analysis, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, QuickBooks, Corporate Finance, Critical Thinking, Investments, Data Analysis, Economics, Tax, Financial Statement..., Estate and Gift Tax, Songwriting, SPSS, Video Editing, Graphic Design, Sales Tax, PowerPoint, Accounts Receivable, Financial Accounting, Financial Reporting, Auditing, Accounts Payable, Bloomberg Terminal, Statistics, Eviews, Keynote Presentation, Taxwise
Education
Fordham University 2012 — 2014
Master of Taxation, Tax Law/Taxation, 3.85
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Arts (BA), Economics
School of Visual Arts
Continuing Education, Graphic Design
PwC January 2015 - Present
Citi May 2014 - January 2015
Bessemer Trust February 2014 - May 2014
United Nations January 2014 - April 2014
Fordham University February 2013 - September 2013
Manhattan Place Entertainment Inc. May 2013 - August 2013
Ariva February 2013 - April 2013
Shangtang Mining Investment & Co. February 2012 - July 2012
Freelance May 2009 - March 2010
Shenyin & Wanguo Securities Co. Ltd. June 2009 - August 2009
Skills
OneSource, ProSystem fx Tax, GoSystems, Superforms, Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Analysis, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, QuickBooks, Corporate Finance, Critical Thinking, Investments, Data Analysis, Economics, Tax, Financial Statement..., Estate and Gift Tax, Songwriting, SPSS, Video Editing, Graphic Design, Sales Tax, PowerPoint, Accounts Receivable, Financial Accounting, Financial Reporting, Auditing, Accounts Payable, Bloomberg Terminal, Statistics, Eviews, Keynote Presentation, Taxwise
Education
Fordham University 2012 — 2014
Master of Taxation, Tax Law/Taxation, 3.85
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Arts (BA), Economics
School of Visual Arts
Continuing Education, Graphic Design
Benjamin Carlstead, CFP®'s Bessemer Trust Experience January 2015 - Present
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust May 2011 - January 2015
Bessemer Trust April 2007 - May 2011
Northern Trust April 2006 - April 2007
Morgan Stanley Investment Management July 2005 - April 2006
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Finance, Management, Investment Advisory, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Institute of Italian Studies, Florence, Italy 2004 — 2004
Bachelor of Science (B.S.), International Business
Bessemer Trust January 2015 - Present
Bessemer Trust May 2011 - January 2015
Bessemer Trust April 2007 - May 2011
Northern Trust April 2006 - April 2007
Morgan Stanley Investment Management July 2005 - April 2006
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Finance, Management, Investment Advisory, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Institute of Italian Studies, Florence, Italy 2004 — 2004
Bachelor of Science (B.S.), International Business
Howard Cohen Howard Cohen's Bessemer Trust Experience April 2014 - September 2014
Job FreeLance Writer/Editor
Industry Public Relations and Communications
Experience
Bessemer Trust April 2014 - September 2014
Teacher's Retirement System of New York City August 2013 - March 2014
Self-Employed January 2011 - March 2014
Oppenheimer Funds, Inc. November 2012 - May 2013
TIAA-CREF April 2011 - April 2012
HRC Global Communications, Inc. July 2002 - December 2010
Hunter College January 2009 - June 2010
UBS Financial Services December 2005 - August 2007
Deutsche Bank May 2000 - March 2002
Fried, Frank, Harris, Shriver & Jacobson April 1999 - May 2000
Skills
Speech Writing, Web Content, Internal & External..., Media Relations, Crisis Communications, Editing, Public Speaking, Financial Services, Publications, Corporate Communications, Strategic Communications, Press Releases, Strategic Planning, Content Management, Investor Relations, Marketing, Corporate Branding, Social Networking, Product Marketing, Fundraising, Event Planning, Copy Editing, Copywriting, New Media, Brochures, Editorial, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Publishing, Content Development, Research, Proofreading, Non-profits, Social Media Marketing, Advertising, Internal Communications, Creative Writing, Online Marketing, Content Strategy, Blogging, Social Media, Digital Media, Journalism, Newsletters, Digital Marketing, Magazines, Thought Leadership, Event Management
Education
HEC Paris 1997 — 1997
International Business, Marketing and French Language
New York University - Leonard N. Stern School of Business 1991 — 1997
M.B.A., Marketing, International Business
University of Pennsylvania 1977 — 1981
B.A., English
Great Neck North
Great Neck North
Great Neck North High School
Bessemer Trust April 2014 - September 2014
Teacher's Retirement System of New York City August 2013 - March 2014
Self-Employed January 2011 - March 2014
Oppenheimer Funds, Inc. November 2012 - May 2013
TIAA-CREF April 2011 - April 2012
HRC Global Communications, Inc. July 2002 - December 2010
Hunter College January 2009 - June 2010
UBS Financial Services December 2005 - August 2007
Deutsche Bank May 2000 - March 2002
Fried, Frank, Harris, Shriver & Jacobson April 1999 - May 2000
Skills
Speech Writing, Web Content, Internal & External..., Media Relations, Crisis Communications, Editing, Public Speaking, Financial Services, Publications, Corporate Communications, Strategic Communications, Press Releases, Strategic Planning, Content Management, Investor Relations, Marketing, Corporate Branding, Social Networking, Product Marketing, Fundraising, Event Planning, Copy Editing, Copywriting, New Media, Brochures, Editorial, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Publishing, Content Development, Research, Proofreading, Non-profits, Social Media Marketing, Advertising, Internal Communications, Creative Writing, Online Marketing, Content Strategy, Blogging, Social Media, Digital Media, Journalism, Newsletters, Digital Marketing, Magazines, Thought Leadership, Event Management
Education
HEC Paris 1997 — 1997
International Business, Marketing and French Language
New York University - Leonard N. Stern School of Business 1991 — 1997
M.B.A., Marketing, International Business
University of Pennsylvania 1977 — 1981
B.A., English
Great Neck North
Great Neck North
Great Neck North High School
Alice Davenport's Bessemer Trust Experience July 2012 - Present
Job Principal & Senior Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust July 2012 - Present
Bessemer Trust June 2011 - July 2012
AllianceBernstein March 2005 - May 2011
Bernstein Global Wealth Management March 2002 - March 2005
Carter, Ledyard & Milburn October 1998 - February 2002
Jackson Tufts Cole & Black September 1997 - October 1998
Jackson Tufts Cole & Black June 1996 - August 1996
White Mountain Apache Tribe June 1995 - August 1995
Skills
trusts & estates, Financial Advisory, Estate Planning, Wealth Management, Hedge Funds, High Net Worth..., Investment Strategies, Trusts, Alternative Investments, Investment Advisory, Mutual Funds, Venture Capital, Asset Managment, Series 7, Fund Of Funds, Financial Services, Wealth Management..., ETFs, Series 63, Strategic Financial..., Finance, Investment Banking, Retirement Planning, Financial Analysis, Wealth, Tax, Asset Management, Financial Planning
Education
Yale Law School 1994 — 1997
JD, Law
Cornell University 1991 — 1994
MPA, Environmental Policy
Cornell University 1987 — 1991
AB, Russian & Soviet Studies
London Central High School 1984 — 1987
Bessemer Trust July 2012 - Present
Bessemer Trust June 2011 - July 2012
AllianceBernstein March 2005 - May 2011
Bernstein Global Wealth Management March 2002 - March 2005
Carter, Ledyard & Milburn October 1998 - February 2002
Jackson Tufts Cole & Black September 1997 - October 1998
Jackson Tufts Cole & Black June 1996 - August 1996
White Mountain Apache Tribe June 1995 - August 1995
Skills
trusts & estates, Financial Advisory, Estate Planning, Wealth Management, Hedge Funds, High Net Worth..., Investment Strategies, Trusts, Alternative Investments, Investment Advisory, Mutual Funds, Venture Capital, Asset Managment, Series 7, Fund Of Funds, Financial Services, Wealth Management..., ETFs, Series 63, Strategic Financial..., Finance, Investment Banking, Retirement Planning, Financial Analysis, Wealth, Tax, Asset Management, Financial Planning
Education
Yale Law School 1994 — 1997
JD, Law
Cornell University 1991 — 1994
MPA, Environmental Policy
Cornell University 1987 — 1991
AB, Russian & Soviet Studies
London Central High School 1984 — 1987
Patrick Feeney-Pastrana's Bessemer Trust Experience August 2008 - June 2013
Job Estate Administrator at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Bessemer Trust August 2008 - June 2013
Skills
Mutual Funds, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Hedge Funds, Asset Management, Investments, Estate Planning, Retirement Planning, Equities, Securities, Portfolio Management, Asset Managment, Private Banking, Alternative Investments, Financial Planners, Asset Allocation, Trusts, Financial Services, Financial Planning
Education
Florida State University College of Law 2003 — 2007
Juris Doctor (J.D.)
Florida State University - College of Business 2003 — 2007
Master of Business Administration (M.B.A.)
Northern Trust June 2013 - Present
Bessemer Trust August 2008 - June 2013
Skills
Mutual Funds, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Hedge Funds, Asset Management, Investments, Estate Planning, Retirement Planning, Equities, Securities, Portfolio Management, Asset Managment, Private Banking, Alternative Investments, Financial Planners, Asset Allocation, Trusts, Financial Services, Financial Planning
Education
Florida State University College of Law 2003 — 2007
Juris Doctor (J.D.)
Florida State University - College of Business 2003 — 2007
Master of Business Administration (M.B.A.)
Elizabeth Hoffman Elizabeth Hoffman's Bessemer Trust Experience January 2013 - June 2013
Job Marketing Manager for BMO Private Bank
Industry Financial Services
Experience
BMO Financial Group July 2013 - Present
Bessemer Trust January 2013 - June 2013
Bessemer Trust January 2010 - December 2012
Bessemer Trust October 2005 - December 2009
Skills
Account Management, Client Service Oriented, Communication Skills, Client Liaison, Project Coordination, Wealth Management, Asset Allocation, Financial Advisory, Investment Management, Financial Services, Estate Planning, Analysis, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Marketing Strategy and Planning
Miami University 2001 — 2005
Bachelor of Science (B.S.), Marketing Major, International Business Minor
BMO Financial Group July 2013 - Present
Bessemer Trust January 2013 - June 2013
Bessemer Trust January 2010 - December 2012
Bessemer Trust October 2005 - December 2009
Skills
Account Management, Client Service Oriented, Communication Skills, Client Liaison, Project Coordination, Wealth Management, Asset Allocation, Financial Advisory, Investment Management, Financial Services, Estate Planning, Analysis, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Marketing Strategy and Planning
Miami University 2001 — 2005
Bachelor of Science (B.S.), Marketing Major, International Business Minor
thomas behrmann thomas behrmann's Bessemer Trust Experience 2001 - 2003
Job Of Counsel at Wilson Elser
Industry Law Practice
Experience
Wilson Elser January 2006 - Present
CNA Insurance May 2003 - December 2005
Bessemer Trust 2001 - 2003
Skills
Employment Law, Litigation Management, Litigation, Mediation, Dispute Resolution, Civil Litigation, Insurance, Claims Handling, Discrimination, Class Actions, Arbitration, Personal Injury, Contract Negotiation, Claim, Legal Writing, Employee / Employee..., Contract Negotiations, Employee Handbook..., Discipline,..., Building & Strengthen..., Client Relationship..., Strategic & Conceptual..., Communication, Comprehensive Reporting, Insurance Policy...
Education
Hofstra University School of Law 1999 — 2002
JD, Law
Wilson Elser January 2006 - Present
CNA Insurance May 2003 - December 2005
Bessemer Trust 2001 - 2003
Skills
Employment Law, Litigation Management, Litigation, Mediation, Dispute Resolution, Civil Litigation, Insurance, Claims Handling, Discrimination, Class Actions, Arbitration, Personal Injury, Contract Negotiation, Claim, Legal Writing, Employee / Employee..., Contract Negotiations, Employee Handbook..., Discipline,..., Building & Strengthen..., Client Relationship..., Strategic & Conceptual..., Communication, Comprehensive Reporting, Insurance Policy...
Education
Hofstra University School of Law 1999 — 2002
JD, Law
Kenny Riddell, CFA Kenny Riddell, CFA's Bessemer Trust Experience May 2011 - Present
Job
Industry Financial Services
Experience
Bessemer Trust May 2011 - Present
Lancaster Pollard July 2010 - February 2011
Bank of Florida Trust Co March 2006 - August 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
Miami University 2001 — 2005
BA, Communication
Bessemer Trust May 2011 - Present
Lancaster Pollard July 2010 - February 2011
Bank of Florida Trust Co March 2006 - August 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
Miami University 2001 — 2005
BA, Communication
Jerry Fenzel Jerry Fenzel's Bessemer Trust Experience March 1997 - June 2003
Job CEO, Chairman at AIRTIMEManager
Industry Financial Services
Experience
Group2Software May 2011 - Present
AIRTIME-Manager; Airtime Mobility, LLC January 2004 - Present
TX2 2007 - 2007
Bessemer Trust March 1997 - June 2003
Education
Georgetown University Law Center 1980 — 1983
Master of Laws (LLM), Taxation
University of Baltimore 1975 — 1978
Doctor of Law (JD), Law
University of Notre Dame
BBA
Group2Software May 2011 - Present
AIRTIME-Manager; Airtime Mobility, LLC January 2004 - Present
TX2 2007 - 2007
Bessemer Trust March 1997 - June 2003
Education
Georgetown University Law Center 1980 — 1983
Master of Laws (LLM), Taxation
University of Baltimore 1975 — 1978
Doctor of Law (JD), Law
University of Notre Dame
BBA
Frances Carroll Frances Carroll's Bessemer Trust Experience June 2014 - Present
Job Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust June 2014 - Present
Christopher Taylor Democrat for Mayor May 2014 - June 2014
US Department of Transportation (DOT) 2013 - 2013
Education
University of Dayton 2012 — 2016
B.A. Political Science, Pre-Law Studies
Institut catholique de Paris
French Language and Literature
Bessemer Trust June 2014 - Present
Christopher Taylor Democrat for Mayor May 2014 - June 2014
US Department of Transportation (DOT) 2013 - 2013
Education
University of Dayton 2012 — 2016
B.A. Political Science, Pre-Law Studies
Institut catholique de Paris
French Language and Literature
Edward Poreba Edward Poreba's Bessemer Trust Experience August 2006 - November 2012
Job at EY
Industry Financial Services
Experience
EY February 2014 - Present
Bessemer Trust August 2006 - November 2012
Dorian Vergos &Co. May 2005 - August 2006
KPMG US August 1999 - September 2004
United States Trust Company of New York July 1991 - August 1999
KPMG US September 1986 - July 1991
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Taxation
Portsmouth Abbey Preparatory School
EY February 2014 - Present
Bessemer Trust August 2006 - November 2012
Dorian Vergos &Co. May 2005 - August 2006
KPMG US August 1999 - September 2004
United States Trust Company of New York July 1991 - August 1999
KPMG US September 1986 - July 1991
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Taxation
Portsmouth Abbey Preparatory School
Jaroslaw Knapik, MS/MBA Jaroslaw Knapik, MS/MBA's Bessemer Trust Experience September 2014 - Present
Job Vice President, Technology Research Analyst at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2014 - Present
Ovum (Informa Plc) June 2005 - September 2014
MA Labs March 2005 - May 2005
Winspec Manufacturing Inc July 2004 - February 2005
J&R Electronics, Inc November 2003 - June 2004
Econodial LLC September 2002 - October 2003
Skills
Competitive Intelligence, Business Intelligence, Management Consulting, Business Development, Business Analysis, Strategy, Market Intelligence, Business Strategy, Market Research, Management, Banking, Competitive Analysis, Analysis, Go-to-market Strategy, Telecommunications, Business Analytics, Outsourcing, Analytics, CRM, Emerging Markets, Market Analysis, Cloud Computing, Consulting, Segmentation, IT Strategy, Project Management, Entrepreneurship, Risk Management, Portfolio Management, Finance, Product Management, Strategic Partnerships, Financial Services, Excel models, Data Analysis, Thought Leadership, E-commerce, Marketing Research, Economics, Strategic Consulting, Secondary Research, Digital Strategy, Technology Research, Emerging Technologies, Technology Scouting, Vendor Management
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management and Information Systems, Executive MBA, 3.95
State University of New York 2003 — 2004
Computer Technology
Cracow University of Economics 1997 — 2002
Master’s Degree, International Business
Uniwersytet Ekonomiczny w Krakowie 1997 — 2002
Master's degree, International Business
Bessemer Trust September 2014 - Present
Ovum (Informa Plc) June 2005 - September 2014
MA Labs March 2005 - May 2005
Winspec Manufacturing Inc July 2004 - February 2005
J&R Electronics, Inc November 2003 - June 2004
Econodial LLC September 2002 - October 2003
Skills
Competitive Intelligence, Business Intelligence, Management Consulting, Business Development, Business Analysis, Strategy, Market Intelligence, Business Strategy, Market Research, Management, Banking, Competitive Analysis, Analysis, Go-to-market Strategy, Telecommunications, Business Analytics, Outsourcing, Analytics, CRM, Emerging Markets, Market Analysis, Cloud Computing, Consulting, Segmentation, IT Strategy, Project Management, Entrepreneurship, Risk Management, Portfolio Management, Finance, Product Management, Strategic Partnerships, Financial Services, Excel models, Data Analysis, Thought Leadership, E-commerce, Marketing Research, Economics, Strategic Consulting, Secondary Research, Digital Strategy, Technology Research, Emerging Technologies, Technology Scouting, Vendor Management
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management and Information Systems, Executive MBA, 3.95
State University of New York 2003 — 2004
Computer Technology
Cracow University of Economics 1997 — 2002
Master’s Degree, International Business
Uniwersytet Ekonomiczny w Krakowie 1997 — 2002
Master's degree, International Business
Mark Parthemer's Bessemer Trust Experience June 2004 - Present
Job Managing Director, Head of Legacy Planning at Bessemer Trust for Southeast US
Industry Investment Management
Experience
Bessemer Trust June 2004 - Present
Skills
Asset Management, Due Diligence, Estate Planning, Trusts, Estate Tax Planning, Private Equity, Investments, Wealth Management, Hedge Funds, Asset Allocation, High Net Worth..., Wealth Management..., Corporate Law, Wills, Tax Law, Real Estate Transactions, Litigation, Capital Markets, Alternative Investments, Real Estate, Investment Management, Mergers & Acquisitions
Education
Dickinson Law
JD, Law
Franklin & Marshall College
BA and BS, Philosophy and Government
Bessemer Trust June 2004 - Present
Skills
Asset Management, Due Diligence, Estate Planning, Trusts, Estate Tax Planning, Private Equity, Investments, Wealth Management, Hedge Funds, Asset Allocation, High Net Worth..., Wealth Management..., Corporate Law, Wills, Tax Law, Real Estate Transactions, Litigation, Capital Markets, Alternative Investments, Real Estate, Investment Management, Mergers & Acquisitions
Education
Dickinson Law
JD, Law
Franklin & Marshall College
BA and BS, Philosophy and Government
Patrick Darcy Patrick Darcy's Bessemer Trust Experience IT AuditUS Trust2000 - 2001
Job Information Security Officer at Bessemer Trust
Industry Banking
Experience
Bessemer Trust IT AuditUS Trust2000 - 2001
Credit Agricole Indosuez 1996 - 2000
Depository Trust Company (DTC) 1994 - 1997
DTCC 1992 - 1996
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Systems
State University of New York at New Paltz
Bessemer Trust IT AuditUS Trust2000 - 2001
Credit Agricole Indosuez 1996 - 2000
Depository Trust Company (DTC) 1994 - 1997
DTCC 1992 - 1996
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Systems
State University of New York at New Paltz
Kashni Shah's Bessemer Trust Experience July 2014 - January 2015
Job
Industry Hospital & Health Care
Experience
Bessemer Trust July 2014 - January 2015
WellStreet Urgent Care November 2013 - April 2014
Office of Neighborhood Empowerment DeKalb August 2012 - April 2013
Georgia Perimeter College August 2011 - December 2012
Kidney Hypertension Clinic June 2005 - December 2012
World Wide Concepts June 2010 - December 2010
Skills
Trilingual - English,..., 107 wpm, Organization, Operational Efficiency, Advanced Level of..., People Skills, Determination to Succeed, Get Along Well with..., Organizational..., Employee Training, Leadership, Sales, Research, Management, Program Management, Community Outreach, Time Management, Training, Access, Leadership Development, Policy, Analysis, Data Entry, Payroll, Customer Service, Data Analysis, Process Scheduler, Fundraising, EMR, Healthcare, Administration, Employee Relations, Team Building, Event Planning, Medical Coding, Outlook, Healthcare Management, Office Management, HIPAA, Cpr Certified, Appointment Scheduling, EHR, Medical Terminology
Education
University of Alabama at Birmingham 2012 — 2013
Bachelor of Science (B.S.), Healthcare Management, 3.5 GPA
Georgia Perimeter College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General, GPA: 3.3
Bessemer Trust July 2014 - January 2015
WellStreet Urgent Care November 2013 - April 2014
Office of Neighborhood Empowerment DeKalb August 2012 - April 2013
Georgia Perimeter College August 2011 - December 2012
Kidney Hypertension Clinic June 2005 - December 2012
World Wide Concepts June 2010 - December 2010
Skills
Trilingual - English,..., 107 wpm, Organization, Operational Efficiency, Advanced Level of..., People Skills, Determination to Succeed, Get Along Well with..., Organizational..., Employee Training, Leadership, Sales, Research, Management, Program Management, Community Outreach, Time Management, Training, Access, Leadership Development, Policy, Analysis, Data Entry, Payroll, Customer Service, Data Analysis, Process Scheduler, Fundraising, EMR, Healthcare, Administration, Employee Relations, Team Building, Event Planning, Medical Coding, Outlook, Healthcare Management, Office Management, HIPAA, Cpr Certified, Appointment Scheduling, EHR, Medical Terminology
Education
University of Alabama at Birmingham 2012 — 2013
Bachelor of Science (B.S.), Healthcare Management, 3.5 GPA
Georgia Perimeter College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General, GPA: 3.3
![Richard Sanford PMP ITILv3 [LION] 10k+Contacts](https://cdn.bearsofficialsstore.com/li/webp/924811.webp)
Richard Sanford PMP ITILv3 [LION] 10k+Contacts Richard Sanford PMP ITILv3 [LION] 10k+Contacts's Bessemer Trust Experience March 2011 - September 2011
Job Project Manager / Consultant at BNYPershing
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company April 2012 - Present
Bessemer Trust March 2011 - September 2011
Citibank July 2010 - January 2011
Thomson Reuters June 2009 - June 2010
NYFIX, Inc. August 2006 - July 2008
American Stock Exchange October 2004 - September 2006
Telerate February 2002 - October 2004
Booz Allen & Hamilton May 2000 - August 2001
Nextera Interactive October 1998 - May 2000
Chase Manhattan Bank August 1991 - October 1998
Skills
PMO, Program Management, PMP, Strategic Planning, Social Networking, Scrum, Agile, Pivot Tables, Software Project..., Full SDLC, Information Security..., Financial Markets, ITIL v3, Clarity, HP PPM, Financial Reporting, Management Reporting, Expense Budgeting, Capital Budgeting, SharePoint, Certified Project..., Waterfall, RUP, Compliance, Cross-functional Team..., Project Management, Project Reporting, Sourcing & Procurement, Business Process..., Vendor Management, MS Project, MS Office Suite, Visio, Spanish, Private Banking, Private Wealth..., Hiring, Fixed Income, Equities, Virtual Teams, Skilled Communicator, Knowledge Management, Compliance Audits, ITIL, Management, Project Portfolio..., Agile Methodologies, Budgets, Microsoft Office, Strategy
Education
NYU Stern School of Business 1989 — 1991
MBA
Karl Marx University of Economics - Budapest, Hungary 1986 — 1986
Program Manager
Dartmouth College 1981 — 1986
BA
Eton College 1980 — 1981
A-Levels
The Hill School 1977 — 1980
HS Diploma
Pershing, a BNY Mellon company April 2012 - Present
Bessemer Trust March 2011 - September 2011
Citibank July 2010 - January 2011
Thomson Reuters June 2009 - June 2010
NYFIX, Inc. August 2006 - July 2008
American Stock Exchange October 2004 - September 2006
Telerate February 2002 - October 2004
Booz Allen & Hamilton May 2000 - August 2001
Nextera Interactive October 1998 - May 2000
Chase Manhattan Bank August 1991 - October 1998
Skills
PMO, Program Management, PMP, Strategic Planning, Social Networking, Scrum, Agile, Pivot Tables, Software Project..., Full SDLC, Information Security..., Financial Markets, ITIL v3, Clarity, HP PPM, Financial Reporting, Management Reporting, Expense Budgeting, Capital Budgeting, SharePoint, Certified Project..., Waterfall, RUP, Compliance, Cross-functional Team..., Project Management, Project Reporting, Sourcing & Procurement, Business Process..., Vendor Management, MS Project, MS Office Suite, Visio, Spanish, Private Banking, Private Wealth..., Hiring, Fixed Income, Equities, Virtual Teams, Skilled Communicator, Knowledge Management, Compliance Audits, ITIL, Management, Project Portfolio..., Agile Methodologies, Budgets, Microsoft Office, Strategy
Education
NYU Stern School of Business 1989 — 1991
MBA
Karl Marx University of Economics - Budapest, Hungary 1986 — 1986
Program Manager
Dartmouth College 1981 — 1986
BA
Eton College 1980 — 1981
A-Levels
The Hill School 1977 — 1980
HS Diploma
John C. Genz's Bessemer Trust Experience July 1990 - December 1998
Job Senior Tax Partner at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman October 2013 - Present
EisnerAmper LLP January 1998 - October 2013
Bessemer Trust July 1990 - December 1998
KPMG May 1986 - June 1990
Skills
Tax, Mergers, Mergers & Acquisitions, Auditing, Income Tax, Sales Tax, Financial Reporting, Accounting, International Tax, Due Diligence, Corporate Tax, Tax Research, Tax Accounting, CPA, SEC filings, Partnership Taxation, US GAAP, GAAP, Tax Preparation
Education
Seton Hall University 1998 — 2001
MS, Tax
Fairleigh Dickinson University 1982 — 1986
BS, Accounting
Brick Township H.S.
Citrin Cooperman October 2013 - Present
EisnerAmper LLP January 1998 - October 2013
Bessemer Trust July 1990 - December 1998
KPMG May 1986 - June 1990
Skills
Tax, Mergers, Mergers & Acquisitions, Auditing, Income Tax, Sales Tax, Financial Reporting, Accounting, International Tax, Due Diligence, Corporate Tax, Tax Research, Tax Accounting, CPA, SEC filings, Partnership Taxation, US GAAP, GAAP, Tax Preparation
Education
Seton Hall University 1998 — 2001
MS, Tax
Fairleigh Dickinson University 1982 — 1986
BS, Accounting
Brick Township H.S.
Jennifer Farrer Jennifer Farrer's Bessemer Trust Experience July 2004 - July 2005
Job Licensed Salesperson at Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
RBC Capital Markets July 2005 - March 2011
Bessemer Trust July 2004 - July 2005
JPMorgan Private Bank September 2000 - July 2004
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Georgetown University
RBC Capital Markets July 2005 - March 2011
Bessemer Trust July 2004 - July 2005
JPMorgan Private Bank September 2000 - July 2004
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Georgetown University
Montgomery Zimmerman's Bessemer Trust Experience August 2012 - Present
Job Assistant Vice President, Wealth Advisor Analyst
Industry Financial Services
Experience
Bessemer Trust August 2012 - Present
Skills
Hedge Funds, Alternative Investments, Marketing
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science in Economics, Minor in Computer Science
Bessemer Trust August 2012 - Present
Skills
Hedge Funds, Alternative Investments, Marketing
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science in Economics, Minor in Computer Science
Andrew McGrade Andrew McGrade's Bessemer Trust Experience April 1990 - July 1996
Job Innovative Investment Management and Private Banking Leader
Industry Investment Management
Experience
Westport Arts Center March 2012 - Present
U.S. Trust September 2011 - January 2015
JPMorgan Private Bank - Discretionary Portfolio Solutions Group December 2008 - March 2011
JPMorgan Private Bank - IMS Centralized Portfolio Management Group April 2005 - December 2008
JPMorgan Private Bank July 1996 - March 2005
Bessemer Trust April 1990 - July 1996
Chemical Bank January 1989 - March 1990
Windsor Partners LP June 1986 - December 1988
Chemical Bank June 1982 - June 1986
Education
Hamilton College 1978 — 1982
BA
Groton School 1973 — 1977
Westport Arts Center March 2012 - Present
U.S. Trust September 2011 - January 2015
JPMorgan Private Bank - Discretionary Portfolio Solutions Group December 2008 - March 2011
JPMorgan Private Bank - IMS Centralized Portfolio Management Group April 2005 - December 2008
JPMorgan Private Bank July 1996 - March 2005
Bessemer Trust April 1990 - July 1996
Chemical Bank January 1989 - March 1990
Windsor Partners LP June 1986 - December 1988
Chemical Bank June 1982 - June 1986
Education
Hamilton College 1978 — 1982
BA
Groton School 1973 — 1977
TJ Regner TJ Regner's Bessemer Trust Experience September 2010 - Present
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2010 - Present
Ernst & Young August 2006 - September 2010
Skills
Accounting, Fund Accounting, Financial Reporting, Financial Accounting, Financial Analysis
Education
Hofstra University 2001 — 2006
BBA, Finance/Accounting
Bessemer Trust September 2010 - Present
Ernst & Young August 2006 - September 2010
Skills
Accounting, Fund Accounting, Financial Reporting, Financial Accounting, Financial Analysis
Education
Hofstra University 2001 — 2006
BBA, Finance/Accounting
Charisse Tay's Bessemer Trust Experience June 2013 - August 2013
Job Financial Restructuring Analyst
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Eric Gies Eric Gies's Bessemer Trust Experience May 2009 - Present
Job Managing Director Region Head at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2009 - Present
Neuberger Berman March 2005 - April 2009
Bernstein Global Wealth Management July 1997 - March 2005
United States Navy April 1988 - July 1997
Education
Jacksonville University 1995 — 1997
MBA, Management
University of Florida 1983 — 1988
BS, Industrial Systems Engineering
Atlantic High School 1979 — 1983
High School Diploma, College Prep
Bessemer Trust May 2009 - Present
Neuberger Berman March 2005 - April 2009
Bernstein Global Wealth Management July 1997 - March 2005
United States Navy April 1988 - July 1997
Education
Jacksonville University 1995 — 1997
MBA, Management
University of Florida 1983 — 1988
BS, Industrial Systems Engineering
Atlantic High School 1979 — 1983
High School Diploma, College Prep
Joe Downs, CIA, CISM, CISA, CISSP, CFE Joe Downs, CIA, CISM, CISA, CISSP, CFE's Bessemer Trust Experience March 2005 - December 2005
Job IT Audit Manager at Systemax Inc.
Industry Consumer Electronics
Experience
Systemax Inc. November 2011 - Present
Sony Corporation of America January 2006 - November 2011
Bessemer Trust March 2005 - December 2005
MMC April 2002 - March 2005
Skills
IT Audit, ITGC, ACF2, Unix, Windows Server, Wireless Networking, Microsoft Office, RACF, CISA, CRISC, COBIT, Information Security..., Sarbanes-Oxley Act, Information Security, CISSP, Auditing, Financial Risk, Security, Business Process, SAP, Information Technology, Internal Controls, Internal Audit, Team Leadership, Segregation of Duties
Education
Fairleigh Dickinson University-Metropolitan Campus 2006 — 2008
MBA, Management
Loyola University Maryland 1997 — 2001
BBA, Finance
Bergen Catholic High School 1994 — 1997
HS, HS
Systemax Inc. November 2011 - Present
Sony Corporation of America January 2006 - November 2011
Bessemer Trust March 2005 - December 2005
MMC April 2002 - March 2005
Skills
IT Audit, ITGC, ACF2, Unix, Windows Server, Wireless Networking, Microsoft Office, RACF, CISA, CRISC, COBIT, Information Security..., Sarbanes-Oxley Act, Information Security, CISSP, Auditing, Financial Risk, Security, Business Process, SAP, Information Technology, Internal Controls, Internal Audit, Team Leadership, Segregation of Duties
Education
Fairleigh Dickinson University-Metropolitan Campus 2006 — 2008
MBA, Management
Loyola University Maryland 1997 — 2001
BBA, Finance
Bergen Catholic High School 1994 — 1997
HS, HS
Andrew Ress's Bessemer Trust Experience 1997 - 2013
Job Plastic Surgeon and Founder at Liv Plastic Surgery
Industry Medical Practice
Experience
Liv Plastic Surgery February 2014 - Present
Ress Plastic Surgery October 1997 - Present
Ress Plastic Surgery 1997 - Present
Bessemer Trust 1997 - 2013
Case Western Reserve University 1996 - 1997
Skills
Surgery, Spa, Healthcare, Clinical Research, Hospitals, Research, Start-ups, Entrepreneurship, Mergers, Medical Devices, Strategic Planning, New Business Development, Marketing Strategy, Venture Capital, Business Strategy, Management Consulting, Business Planning, Investments, Due Diligence, Business Development, Body Contouring, Breast Augmentation, Plastic Surgery, Skin Cancer, Dermatology, Reconstructive Surgery, Medicine, Leadership, Public Speaking, Customer Service, Medical Education, Management, Team Building, Board Certified, Social Networking
Education
Indiana University School of Medicine 1994 — 1996
Fellowship in Plastic Surgery, Plastic Surgery
The Johns Hopkins University School of Medicine 1993 — 1994
Research Fellow in Plastic Surgery, Plastic Surgery
Mayo Graduate School 1988 — 1993
Chief Resident of Surgery, Surgery
University of Miami Leonard M. Miller School of Medicine 1984 — 1988
MD, Medical
Cornell University 1980 — 1984
A.B., Biology, General
Choate Rosemary Hall 1978 — 1980
High School
Liv Plastic Surgery February 2014 - Present
Ress Plastic Surgery October 1997 - Present
Ress Plastic Surgery 1997 - Present
Bessemer Trust 1997 - 2013
Case Western Reserve University 1996 - 1997
Skills
Surgery, Spa, Healthcare, Clinical Research, Hospitals, Research, Start-ups, Entrepreneurship, Mergers, Medical Devices, Strategic Planning, New Business Development, Marketing Strategy, Venture Capital, Business Strategy, Management Consulting, Business Planning, Investments, Due Diligence, Business Development, Body Contouring, Breast Augmentation, Plastic Surgery, Skin Cancer, Dermatology, Reconstructive Surgery, Medicine, Leadership, Public Speaking, Customer Service, Medical Education, Management, Team Building, Board Certified, Social Networking
Education
Indiana University School of Medicine 1994 — 1996
Fellowship in Plastic Surgery, Plastic Surgery
The Johns Hopkins University School of Medicine 1993 — 1994
Research Fellow in Plastic Surgery, Plastic Surgery
Mayo Graduate School 1988 — 1993
Chief Resident of Surgery, Surgery
University of Miami Leonard M. Miller School of Medicine 1984 — 1988
MD, Medical
Cornell University 1980 — 1984
A.B., Biology, General
Choate Rosemary Hall 1978 — 1980
High School
Jennifer Fertig Jennifer Fertig's Bessemer Trust Experience January 1992 - December 2000
Job Executive Assistant/Project Coordinator at RSR Partners
Industry Management Consulting
Experience
RSR Partners April 2013 - Present
Duke University January 2001 - Present
Hackley School August 2006 - March 2013
Bessemer Trust January 1992 - December 2000
JPMorgan Chase & Co. August 1985 - December 1991
Skills
Curriculum Design, Recruiting, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Marketing, Talent Acquisition, Strategic Planning, Fluent Spanish speaker, Microsoft Word, Management Consulting, Private Equity, Nonprofits
Education
Duke University 1981 — 1985
Bachelor of Arts (BA), Cum Laude, History and Spanish Literature
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting
University of Bridgeport
Master's of Education (MEd), Elementary Education with a cross endorsement in World Languages
RSR Partners April 2013 - Present
Duke University January 2001 - Present
Hackley School August 2006 - March 2013
Bessemer Trust January 1992 - December 2000
JPMorgan Chase & Co. August 1985 - December 1991
Skills
Curriculum Design, Recruiting, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Marketing, Talent Acquisition, Strategic Planning, Fluent Spanish speaker, Microsoft Word, Management Consulting, Private Equity, Nonprofits
Education
Duke University 1981 — 1985
Bachelor of Arts (BA), Cum Laude, History and Spanish Literature
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting
University of Bridgeport
Master's of Education (MEd), Elementary Education with a cross endorsement in World Languages
Paul Connolly Paul Connolly's Bessemer Trust Experience December 2013 - Present
Job Director of Philanthropic Advisory Services, Bessemer Trust
Industry Philanthropy
Experience
Bessemer Trust December 2013 - Present
Yerba Buena Center for the Arts May 2013 - Present
Nathaniel Wharton Fund January 2009 - Present
TCC Group January 1997 - October 2013
Nonprofit Finance Fund 1993 - 1997
Skills
Grants, Fundraising, Board Development, Capacity Building, Strategic Planning, Program Management, Management Consulting, Leadership, Non-profits, Corporate Social..., Philanthropy, Nonprofits, Program Development, Community Outreach, Policy, Social Entrepreneurship, Public Policy, Grant Writing, Public Speaking, Program Evaluation, Organizational..., Community Development, Strategy, Policy Analysis, Workshop Facilitation, International Relations, Proposal Writing, Non-profit..., International..., Volunteer Management, Leadership Development, Governance
Education
Yale University - Yale School of Management 1989 — 1991
MBA, Nonprofit Mangagement
Harvard University 1980 — 1984
Bachelor of Arts (B.A.)
.
Bessemer Trust December 2013 - Present
Yerba Buena Center for the Arts May 2013 - Present
Nathaniel Wharton Fund January 2009 - Present
TCC Group January 1997 - October 2013
Nonprofit Finance Fund 1993 - 1997
Skills
Grants, Fundraising, Board Development, Capacity Building, Strategic Planning, Program Management, Management Consulting, Leadership, Non-profits, Corporate Social..., Philanthropy, Nonprofits, Program Development, Community Outreach, Policy, Social Entrepreneurship, Public Policy, Grant Writing, Public Speaking, Program Evaluation, Organizational..., Community Development, Strategy, Policy Analysis, Workshop Facilitation, International Relations, Proposal Writing, Non-profit..., International..., Volunteer Management, Leadership Development, Governance
Education
Yale University - Yale School of Management 1989 — 1991
MBA, Nonprofit Mangagement
Harvard University 1980 — 1984
Bachelor of Arts (B.A.)
.
Angel (Tavio) Castillo's Bessemer Trust Experience January 2015 - Present
Job Associate at Bessemer Trust Investment Management
Industry Capital Markets
Experience
Bessemer Trust January 2015 - Present
Goldman Sachs June 2012 - January 2015
Robert W. Baird & Co. June 2011 - May 2012
A.C. Nielsen Center for Marketing Research April 2008 - July 2011
M&I Bank (part of BMO) May 2010 - September 2010
Skills
FactSet, Bloomberg, Microsoft Office, HTML, Financial Analysis, Equity Research, Financial Modeling, Communication Skills
Education
University of Wisconsin-Madison - School of Business 2007 — 2012
Bachelor's Degree, Finance, Investment & Banking; French Certificate
ESCP Europe 2009 — 2009
Study Abroad Exchange Program
Université Paris-Sorbonne 2009 — 2009
Study Abroad Exchange Program
Rhinelander High School 2005 — 2007
High School
Madison West High School 2003 — 2005
High School
Bessemer Trust January 2015 - Present
Goldman Sachs June 2012 - January 2015
Robert W. Baird & Co. June 2011 - May 2012
A.C. Nielsen Center for Marketing Research April 2008 - July 2011
M&I Bank (part of BMO) May 2010 - September 2010
Skills
FactSet, Bloomberg, Microsoft Office, HTML, Financial Analysis, Equity Research, Financial Modeling, Communication Skills
Education
University of Wisconsin-Madison - School of Business 2007 — 2012
Bachelor's Degree, Finance, Investment & Banking; French Certificate
ESCP Europe 2009 — 2009
Study Abroad Exchange Program
Université Paris-Sorbonne 2009 — 2009
Study Abroad Exchange Program
Rhinelander High School 2005 — 2007
High School
Madison West High School 2003 — 2005
High School
Melissa Bocchino Melissa Bocchino's Bessemer Trust Experience July 2014 - Present
Job Executive Assistant at Bessemer Trust
Industry Entertainment
Experience
Bessemer Trust July 2014 - Present
SFX Entertainment, Inc. July 2013 - June 2014
Goldman Sachs Family Office March 2011 - July 2013
Sambol Construction Corp June 2008 - February 2011
PBL Biomedical Laboratories 2004 - 2008
Skills
Microsoft Word, Microsoft Excel, Travel Arrangements, Calendars, Administrative..., Calendaring, Executive..., Executive Support, Accounting, Human Resources, Spreadsheets, Office Management, Lotus Notes, Office Administration
Education
Gibbs College 2002 — 2004
Associate of Arts and Sciences (AAS), Business Administration
Bessemer Trust July 2014 - Present
SFX Entertainment, Inc. July 2013 - June 2014
Goldman Sachs Family Office March 2011 - July 2013
Sambol Construction Corp June 2008 - February 2011
PBL Biomedical Laboratories 2004 - 2008
Skills
Microsoft Word, Microsoft Excel, Travel Arrangements, Calendars, Administrative..., Calendaring, Executive..., Executive Support, Accounting, Human Resources, Spreadsheets, Office Management, Lotus Notes, Office Administration
Education
Gibbs College 2002 — 2004
Associate of Arts and Sciences (AAS), Business Administration
Colleen Fredericks Colleen Fredericks's Bessemer Trust Experience January 2013 - August 2015
Job Marketing at Fort Point Beer Company
Industry Food & Beverages
Experience
Fort Point Beer Company August 2015 - Present
Bessemer Trust January 2013 - August 2015
Georgetown University February 2012 - January 2013
Georgetown University October 2010 - February 2012
The Glover Park Group January 2010 - June 2010
Skills
Editing, Fundraising, Research, Non-profits, Nonprofits, Customer Service, Leadership, Strategic Communications, Management, Analysis, Strategy, Social Media Marketing, Philanthropy, CRM
Education
Georgetown University 2005 — 2009
BA, Anthropology, English
Stanford University 2009 — 2009
Summer Institute of General Management
Fort Point Beer Company August 2015 - Present
Bessemer Trust January 2013 - August 2015
Georgetown University February 2012 - January 2013
Georgetown University October 2010 - February 2012
The Glover Park Group January 2010 - June 2010
Skills
Editing, Fundraising, Research, Non-profits, Nonprofits, Customer Service, Leadership, Strategic Communications, Management, Analysis, Strategy, Social Media Marketing, Philanthropy, CRM
Education
Georgetown University 2005 — 2009
BA, Anthropology, English
Stanford University 2009 — 2009
Summer Institute of General Management
Andrew Welzel Andrew Welzel's Bessemer Trust Experience April 2002 - October 2006
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors February 2015 - Present
Halbert Hargrove January 2007 - January 2015
Bessemer Trust April 2002 - October 2006
Skills
Financial Advisory, Wealth Management, Investments, Finance, Estate Planning, Asset Management
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Georgetown University 1985 — 1989
Mariner Wealth Advisors February 2015 - Present
Halbert Hargrove January 2007 - January 2015
Bessemer Trust April 2002 - October 2006
Skills
Financial Advisory, Wealth Management, Investments, Finance, Estate Planning, Asset Management
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Georgetown University 1985 — 1989
Timothy McBride Timothy McBride's Bessemer Trust Experience April 2011 - Present
Job Managing Director & Regional Director at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust April 2011 - Present
Northern Trust 2005 - April 2011
Brown Brothers Harriman 1999 - 2005
Skills
Estate Planning, Alternative Investments, Asset Allocation, Wealth Management, High Net Worth..., Series 7, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Management, Investment Advisory, Strategic Financial..., Wealth Management..., Series 63, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA
MIT Sloan School of Management 2000 — 2001
Executive Program
Suffolk University Law School 1991 — 1994
JD
Wesleyan University 1987 — 1991
B.A., Economics
Bessemer Trust April 2011 - Present
Northern Trust 2005 - April 2011
Brown Brothers Harriman 1999 - 2005
Skills
Estate Planning, Alternative Investments, Asset Allocation, Wealth Management, High Net Worth..., Series 7, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Management, Investment Advisory, Strategic Financial..., Wealth Management..., Series 63, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA
MIT Sloan School of Management 2000 — 2001
Executive Program
Suffolk University Law School 1991 — 1994
JD
Wesleyan University 1987 — 1991
B.A., Economics
Nicholas Cedrone Nicholas Cedrone's Bessemer Trust Experience April 2013 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust April 2013 - Present
Bessemer Trust April 2013 - Present
Syncora Guarantee June 2012 - March 2013
Societe Generale June 2011 - August 2011
JPMorgan Chase & Co December 2009 - August 2010
JPMorgan Chase March 2009 - December 2009
JPMorgan Chase June 2007 - February 2009
Skills
Project Management, Team Leadership, Valuation, Options, Financial Markets, Financial Services, Bloomberg, Bloomberg Terminal, Capital Markets, Equities, Financial Modeling, Fixed Income, Derivatives, Equity Research, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Finance and Business Economics, Finance
University of Delaware 2003 — 2007
Bachelor of Science, Finance
Bessemer Trust April 2013 - Present
Bessemer Trust April 2013 - Present
Syncora Guarantee June 2012 - March 2013
Societe Generale June 2011 - August 2011
JPMorgan Chase & Co December 2009 - August 2010
JPMorgan Chase March 2009 - December 2009
JPMorgan Chase June 2007 - February 2009
Skills
Project Management, Team Leadership, Valuation, Options, Financial Markets, Financial Services, Bloomberg, Bloomberg Terminal, Capital Markets, Equities, Financial Modeling, Fixed Income, Derivatives, Equity Research, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Finance and Business Economics, Finance
University of Delaware 2003 — 2007
Bachelor of Science, Finance
Geovanna Fraga's Bessemer Trust Experience December 2014 - May 2015
Job Manager, HR Information Systems at Ferring Pharmaceuticals
Industry Banking
Experience
Ferring Pharmaceuticals May 2015 - Present
Bessemer Trust December 2014 - May 2015
Natixis January 2011 - November 2014
Natixis June 2009 - April 2011
Natixis July 2007 - November 2009
ABN AMRO August 2004 - April 2007
Skills
Investment Banking, Human Resources, PeopleSoft, HRIS, Project Management, Banking, Equities, Risk Management, Business Analysis, Microsoft Office, Financial Analysis, Financial Markets, HR Policies, Workday, Communication Skills, Forms Development, Report Writing, Crystal Reports, System Administration
Education
Kean University 2003 — 2007
B.S., Management
Ferring Pharmaceuticals May 2015 - Present
Bessemer Trust December 2014 - May 2015
Natixis January 2011 - November 2014
Natixis June 2009 - April 2011
Natixis July 2007 - November 2009
ABN AMRO August 2004 - April 2007
Skills
Investment Banking, Human Resources, PeopleSoft, HRIS, Project Management, Banking, Equities, Risk Management, Business Analysis, Microsoft Office, Financial Analysis, Financial Markets, HR Policies, Workday, Communication Skills, Forms Development, Report Writing, Crystal Reports, System Administration
Education
Kean University 2003 — 2007
B.S., Management
Christina Smead Christina Smead's Bessemer Trust Experience April 2012 - October 2013
Job Business Analyst and Process Manager
Industry Management Consulting
Experience
Capital One July 2014 - Present
360 Live Media, Inc. May 2014 - June 2014
1245 Team - Keller Williams October 2013 - December 2013
Bessemer Trust April 2012 - October 2013
STG July 2010 - January 2012
Autism Society of North Carolina May 2009 - August 2009
Air Wisconsin Airlines June 2008 - August 2008
Texas Roadhouse May 2007 - August 2007
American Eagle Outfitters June 2005 - August 2006
Schmidt Family June 2002 - August 2002
Skills
Process Improvement, Documentation, Business Analysis, Project Planning, Logistics, Management, Event Management, Time Management, People Skills, Customer Service, Training, Human Resources, Conflict Resolution, Microsoft Office, Writing, Editing
Education
James Madison University 2006 — 2010
Psychology, B.A., Psychology
Capital One July 2014 - Present
360 Live Media, Inc. May 2014 - June 2014
1245 Team - Keller Williams October 2013 - December 2013
Bessemer Trust April 2012 - October 2013
STG July 2010 - January 2012
Autism Society of North Carolina May 2009 - August 2009
Air Wisconsin Airlines June 2008 - August 2008
Texas Roadhouse May 2007 - August 2007
American Eagle Outfitters June 2005 - August 2006
Schmidt Family June 2002 - August 2002
Skills
Process Improvement, Documentation, Business Analysis, Project Planning, Logistics, Management, Event Management, Time Management, People Skills, Customer Service, Training, Human Resources, Conflict Resolution, Microsoft Office, Writing, Editing
Education
James Madison University 2006 — 2010
Psychology, B.A., Psychology
Brian T. Flynn's Bessemer Trust Experience January 2010 - August 2013
Job
Industry Venture Capital & Private Equity
Experience
The Life Collective January 2015 - Present
Lehigh University July 2015 - Present
Lehigh University June 2014 - May 2015
Lehigh University August 2013 - June 2014
Bessemer Trust January 2010 - August 2013
Cumulus Media December 2008 - May 2009
Marist College September 2008 - May 2009
Frey Estate 2003 - 2009
Education
Lehigh University 2013 — 2016
Master of Business Administration (M.B.A.)
Lehigh University 2014 — 2015
Master of Engineering
Marist College 2005 — 2009
Bachelor's Degree
The Life Collective January 2015 - Present
Lehigh University July 2015 - Present
Lehigh University June 2014 - May 2015
Lehigh University August 2013 - June 2014
Bessemer Trust January 2010 - August 2013
Cumulus Media December 2008 - May 2009
Marist College September 2008 - May 2009
Frey Estate 2003 - 2009
Education
Lehigh University 2013 — 2016
Master of Business Administration (M.B.A.)
Lehigh University 2014 — 2015
Master of Engineering
Marist College 2005 — 2009
Bachelor's Degree
Margaret Spear's Bessemer Trust Experience January 2015 - Present
Job Associate Human Resources Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Credit Suisse May 2012 - January 2013
Make-A-Wish Georgia & Alabama January 2012 - May 2012
Credit Suisse May 2011 - August 2011
Wadsworth Atheneum Museum of Art May 2010 - August 2010
Skills
Onboarding, Employee Relations, Recruiting, ADP, Internship Programs, Professional..., Campus Recruiting, Taleo, Event Management, HRIS, Employee Relations..., Data Analysis, Strategic Planning, New Hire Orientations, Performance Management, Applicant Tracking..., Microsoft Office, Employee Training, Branding Development
Education
Cornell University ILR School 2014 — 2015
Human Resources Management Certificate, Human Resources Management and Services
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Sociology, Linguistics, French, Anthropology
Université Denis Diderot (Paris VII) / University Paris VII 2011 — 2011
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Credit Suisse May 2012 - January 2013
Make-A-Wish Georgia & Alabama January 2012 - May 2012
Credit Suisse May 2011 - August 2011
Wadsworth Atheneum Museum of Art May 2010 - August 2010
Skills
Onboarding, Employee Relations, Recruiting, ADP, Internship Programs, Professional..., Campus Recruiting, Taleo, Event Management, HRIS, Employee Relations..., Data Analysis, Strategic Planning, New Hire Orientations, Performance Management, Applicant Tracking..., Microsoft Office, Employee Training, Branding Development
Education
Cornell University ILR School 2014 — 2015
Human Resources Management Certificate, Human Resources Management and Services
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Sociology, Linguistics, French, Anthropology
Université Denis Diderot (Paris VII) / University Paris VII 2011 — 2011
Amy Liao Amy Liao's Bessemer Trust Experience September 2014 - October 2014
Job Technology Service Coordinator
Industry Computer Hardware
Experience
Quarterhorse Technologies Inc May 2015 - Present
Purpalo Events & Marketing May 2014 - Present
Eze Castle Integration November 2014 - April 2015
Winnie's Bar May 2013 - March 2015
Bessemer Trust September 2014 - October 2014
Manhattanville College August 2010 - May 2014
Studio Art Department Manhattanville College August 2010 - May 2014
Noodle Plus October 2013 - April 2014
Necessary Clothing May 2011 - August 2011
The New Victory Theater September 2009 - June 2010
Skills
PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Social Media, Social Networking, Public Speaking, Microsoft Excel, Resume Writing, Project Management, Nonprofits, Human Resources, Employee Relations, Final Cut Pro
Education
Manhattanville College 2010 — 2014
Bachelor of Science (B.S.), Human Resources Management/ Sociology, 3.2
Fiorello H. LaGuardia High school 2007 — 2010
Bachelor's of science, Architecture/ Studio arts
Quarterhorse Technologies Inc May 2015 - Present
Purpalo Events & Marketing May 2014 - Present
Eze Castle Integration November 2014 - April 2015
Winnie's Bar May 2013 - March 2015
Bessemer Trust September 2014 - October 2014
Manhattanville College August 2010 - May 2014
Studio Art Department Manhattanville College August 2010 - May 2014
Noodle Plus October 2013 - April 2014
Necessary Clothing May 2011 - August 2011
The New Victory Theater September 2009 - June 2010
Skills
PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Social Media, Social Networking, Public Speaking, Microsoft Excel, Resume Writing, Project Management, Nonprofits, Human Resources, Employee Relations, Final Cut Pro
Education
Manhattanville College 2010 — 2014
Bachelor of Science (B.S.), Human Resources Management/ Sociology, 3.2
Fiorello H. LaGuardia High school 2007 — 2010
Bachelor's of science, Architecture/ Studio arts
Catherine Collins Bott's Bessemer Trust Experience November 2013 - Present
Job Associate Vice President, Assist. Fiduciary Counsel/Officer at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust November 2013 - Present
Education
Southern Methodist University Dedman School of Law 2011 — 2012
Masters of Law in Taxation, Taxation
Tulane University Law School 2008 — 2011
Doctor of Law (J.D.)
Emory University 2004 — 2008
Bachelor of Arts (B.A.), Art History
Bessemer Trust November 2013 - Present
Education
Southern Methodist University Dedman School of Law 2011 — 2012
Masters of Law in Taxation, Taxation
Tulane University Law School 2008 — 2011
Doctor of Law (J.D.)
Emory University 2004 — 2008
Bachelor of Arts (B.A.), Art History
Elizabeth Rose Raphael's Bessemer Trust Experience 1996 - 1998
Job Development Executive
Industry Entertainment
Experience
Elizabeth Rose Raphael Development 1999 - Present
Columbia University in the City of New York 2003 - 2004
Bessemer Trust 1996 - 1998
Harvard University 1990 - 1998
MGM 1994 - 1996
Warner Bros. Entertainment Group of Companies 1992 - 1994
Paramount Pictures 1990 - 1992
Premiere Magazine 1988 - 1990
The Robbins Office Literary Agency 1986 - 1988
The Metropolitan Museum of Art 1985 - 1986
Skills
Social Media, Strategic Creative..., Business Development, Marketing Communications, Media & Entertainment, Organizational..., Publishing, Feature Films, Editing, Editorial, Field Marketing, Event Planning, Creative Writing, Storytelling, Networking, Content Development, Photography, Graphic Design, Publications, Screenwriting, Documentary Films, Organizational..., Research, Content Strategy, Philanthropy
Education
Harvard University
Graduate Program in Book and Magazine Publishing
Elizabeth Rose Raphael Development 1999 - Present
Columbia University in the City of New York 2003 - 2004
Bessemer Trust 1996 - 1998
Harvard University 1990 - 1998
MGM 1994 - 1996
Warner Bros. Entertainment Group of Companies 1992 - 1994
Paramount Pictures 1990 - 1992
Premiere Magazine 1988 - 1990
The Robbins Office Literary Agency 1986 - 1988
The Metropolitan Museum of Art 1985 - 1986
Skills
Social Media, Strategic Creative..., Business Development, Marketing Communications, Media & Entertainment, Organizational..., Publishing, Feature Films, Editing, Editorial, Field Marketing, Event Planning, Creative Writing, Storytelling, Networking, Content Development, Photography, Graphic Design, Publications, Screenwriting, Documentary Films, Organizational..., Research, Content Strategy, Philanthropy
Education
Harvard University
Graduate Program in Book and Magazine Publishing
Sarah Wadsworth Sarah Wadsworth's Bessemer Trust Experience August 2013 - August 2014
Job Administrative and Financial Assistant
Industry Executive Office
Experience
Bessemer Trust August 2013 - August 2014
Fujitsu June 2010 - March 2013
WeKids Private Language Center October 2009 - August 2010
Time2Talk Language Academy June 2008 - October 2009
Skills
Computers, Teacher Training, Coordination, Customer Service, Event Planning, Administrative..., Communication, Fundraising, Teaching English as a..., Hospitality Industry, Tourism, Travel Planning, Adventure Travel, Meeting Planning, Teaching, Management, Administrative...
Education
Leeds Metropolitan University 2002 — 2006
Bachelor of Arts (B.A.), Tourism Management, 2:1
Runshaw College 2000 — 2002
A-Levels in, Psychology, Business Studies, Religious Studies, General Studies and Human Biology, A-C
Bessemer Trust August 2013 - August 2014
Fujitsu June 2010 - March 2013
WeKids Private Language Center October 2009 - August 2010
Time2Talk Language Academy June 2008 - October 2009
Skills
Computers, Teacher Training, Coordination, Customer Service, Event Planning, Administrative..., Communication, Fundraising, Teaching English as a..., Hospitality Industry, Tourism, Travel Planning, Adventure Travel, Meeting Planning, Teaching, Management, Administrative...
Education
Leeds Metropolitan University 2002 — 2006
Bachelor of Arts (B.A.), Tourism Management, 2:1
Runshaw College 2000 — 2002
A-Levels in, Psychology, Business Studies, Religious Studies, General Studies and Human Biology, A-C
Belinda Stark Herzig's Bessemer Trust Experience January 2001 - October 2004
Job Adjunct Professor at University of Louisville
Industry Higher Education
Experience
University of Louisville July 2014 - Present
Bessemer Trust January 2001 - October 2004
Northern Trust Corporation July 2000 - 2001
Skills
Higher Education, Teaching, Research, Public Speaking, Nonprofits, Program Development
Education
Louis D. Brandeis School of Law at the University of Louisville
Doctor of Law (JD)
Tulane University
Bachelor's Degree
University of Louisville July 2014 - Present
Bessemer Trust January 2001 - October 2004
Northern Trust Corporation July 2000 - 2001
Skills
Higher Education, Teaching, Research, Public Speaking, Nonprofits, Program Development
Education
Louis D. Brandeis School of Law at the University of Louisville
Doctor of Law (JD)
Tulane University
Bachelor's Degree
Medalis Rayza Trelles Medalis Rayza Trelles's Bessemer Trust Experience April 2013 - August 2014
Job Founder of wagntail
Industry Consumer Services
Experience
Wagntail August 2014 - Present
Bessemer Trust April 2013 - August 2014
The Boston Consulting Group December 2012 - March 2013
Cornell Campus Sustainability Office June 2012 - August 2012
The College Board June 2011 - August 2011
GE January 2011 - June 2011
Cornell University October 2009 - December 2010
MicroChange June 2008 - December 2010
Swami Vivekananda Youth Movement June 2010 - July 2010
Stein Sperling August 2006 - January 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis
Education
Cornell University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Labor and Industrial Relations
Richard Montgomery High School 2004 — 2008
Wagntail August 2014 - Present
Bessemer Trust April 2013 - August 2014
The Boston Consulting Group December 2012 - March 2013
Cornell Campus Sustainability Office June 2012 - August 2012
The College Board June 2011 - August 2011
GE January 2011 - June 2011
Cornell University October 2009 - December 2010
MicroChange June 2008 - December 2010
Swami Vivekananda Youth Movement June 2010 - July 2010
Stein Sperling August 2006 - January 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis
Education
Cornell University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Labor and Industrial Relations
Richard Montgomery High School 2004 — 2008
Cameron Caprio, CPA's Bessemer Trust Experience February 2015 - Present
Job AVP, Tax Consultant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust February 2015 - Present
Morrison, Brown, Argiz & Farra, LLC December 2013 - February 2015
Andersen Tax April 2011 - November 2013
Andersen Tax January 2011 - March 2011
Skills
High Net Worth..., CPA, Tax, Tax Compliance, Tax Advisory, Personal Financial..., Retirement Planning, Estate Planning, Charitable Gift Planning, Wealth Preservation..., Business Valuation
Education
Florida State University
Bessemer Trust February 2015 - Present
Morrison, Brown, Argiz & Farra, LLC December 2013 - February 2015
Andersen Tax April 2011 - November 2013
Andersen Tax January 2011 - March 2011
Skills
High Net Worth..., CPA, Tax, Tax Compliance, Tax Advisory, Personal Financial..., Retirement Planning, Estate Planning, Charitable Gift Planning, Wealth Preservation..., Business Valuation
Education
Florida State University
Renée D'Amore Renée D'Amore's Bessemer Trust Experience March 2015 - Present
Job Assistant Vice President, Learning and Development Associate at Bessemer Trust
Industry Human Resources
Experience
Bessemer Trust March 2015 - Present
Goldman Sachs December 2014 - March 2015
Goldman Sachs January 2014 - December 2014
Omnicom Media Group March 2012 - January 2014
Omnicom Media Group October 2010 - March 2012
Discovery Communications September 2009 - December 2009
Universal Music Group May 2009 - August 2009
Skills
Public Speaking, Retreat Facilitation, Media Buying, Advertising, Research, Publicity, Television, Public Relations, Management, Project Planning, Internal Communications, Marketing Communications, Time Management
Education
Marist College 2011 — 2013
Master of Arts (MA), Communications
The College of New Jersey 2006 — 2010
BA, Communication Studies (Public/Mass Communication); Marketing Studies
Bessemer Trust March 2015 - Present
Goldman Sachs December 2014 - March 2015
Goldman Sachs January 2014 - December 2014
Omnicom Media Group March 2012 - January 2014
Omnicom Media Group October 2010 - March 2012
Discovery Communications September 2009 - December 2009
Universal Music Group May 2009 - August 2009
Skills
Public Speaking, Retreat Facilitation, Media Buying, Advertising, Research, Publicity, Television, Public Relations, Management, Project Planning, Internal Communications, Marketing Communications, Time Management
Education
Marist College 2011 — 2013
Master of Arts (MA), Communications
The College of New Jersey 2006 — 2010
BA, Communication Studies (Public/Mass Communication); Marketing Studies
Dana Fitzsimons Dana Fitzsimons's Bessemer Trust Experience October 2012 - Present
Job Principal & Fiduciary Counsel at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust October 2012 - Present
McGuireWoods LLP September 2001 - October 2012
Skills
Estate Planning, Estate Tax Planning, Trusts, Trust Management, Fiduciary Management, Fiduciary Services, Tax Law, Drums, Jazz Improvisation, Jazz
Education
The College of William and Mary - Marshall Wythe Law School 1998 — 2001
Doctor of Law (JD)
Ithaca College 1990 — 1994
Bachelor of Music, Music
Southington High School 1988 — 1990
Bessemer Trust October 2012 - Present
McGuireWoods LLP September 2001 - October 2012
Skills
Estate Planning, Estate Tax Planning, Trusts, Trust Management, Fiduciary Management, Fiduciary Services, Tax Law, Drums, Jazz Improvisation, Jazz
Education
The College of William and Mary - Marshall Wythe Law School 1998 — 2001
Doctor of Law (JD)
Ithaca College 1990 — 1994
Bachelor of Music, Music
Southington High School 1988 — 1990
Adam Goett's Bessemer Trust Experience April 2007 - July 2007
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
Bessemer Trust April 2007 - July 2007
Bloomberg LP February 2007 - April 2007
Education
Florida State University
Bachelor of Science (B.S.), Finance
Morgan Stanley September 2007 - Present
Bessemer Trust April 2007 - July 2007
Bloomberg LP February 2007 - April 2007
Education
Florida State University
Bachelor of Science (B.S.), Finance
Brittany Cook, J.D., LL.M. Brittany Cook, J.D., LL.M.'s Bessemer Trust Experience December 2014 - Present
Job Vice President, Trust Officer at Bessemer Trust
Industry Law Practice
Experience
Bessemer Trust December 2014 - Present
Bessemer Trust September 2012 - Present
Wells Fargo Bank December 2010 - September 2012
Rutgers Law School-Camden January 2010 - May 2010
City of Philadelphia, City Council, Councilman Curtis Jones, Jr. June 2009 - May 2010
United States Bankruptcy Court, for the District of New Jersey May 2008 - August 2008
Education
Temple University - James E. Beasley School of Law 2010 — 2012
Master of Laws (LL.M.) & Estate Planning Certification
Rutgers University School of Law - Camden 2007 — 2010
JD
Hamilton College 2003 — 2007
BA
William Penn Charter 1998 — 2003
Bessemer Trust December 2014 - Present
Bessemer Trust September 2012 - Present
Wells Fargo Bank December 2010 - September 2012
Rutgers Law School-Camden January 2010 - May 2010
City of Philadelphia, City Council, Councilman Curtis Jones, Jr. June 2009 - May 2010
United States Bankruptcy Court, for the District of New Jersey May 2008 - August 2008
Education
Temple University - James E. Beasley School of Law 2010 — 2012
Master of Laws (LL.M.) & Estate Planning Certification
Rutgers University School of Law - Camden 2007 — 2010
JD
Hamilton College 2003 — 2007
BA
William Penn Charter 1998 — 2003
Kenta Shirafuji Kenta Shirafuji's Bessemer Trust Experience February 2015 - Present
Job Private Investments | Real Assets | Private Equity at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2015 - Present
LCH.Clearnet June 2013 - January 2015
Millennium Partners June 2012 - April 2013
UBS September 2011 - December 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BSc)
Università Cattolica del Sacro Cuore 2012 — 2012
Study abroad
Staples High School 2005 — 2009
Bessemer Trust February 2015 - Present
LCH.Clearnet June 2013 - January 2015
Millennium Partners June 2012 - April 2013
UBS September 2011 - December 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BSc)
Università Cattolica del Sacro Cuore 2012 — 2012
Study abroad
Staples High School 2005 — 2009
Jonathan Riddle Jonathan Riddle's Bessemer Trust Experience May 2013 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2013 - Present
BNY Mellon March 2013 - May 2013
BNY Mellon August 2011 - March 2013
Winged Foot Golf Club April 2009 - October 2011
Lincoln Financial Group January 2011 - May 2011
UBS: Wealth Management September 2010 - December 2010
SCS Commodities May 2008 - August 2008
MBF Clearing Corporation June 2006 - September 2006
Skills
Management, CRM, Access, Financial Reporting, Analysis, Accounting, Sales, Marketing, Business Development
Education
Iona College 2007 — 2011
Bachelor of Business Administration, Finance
Iona College: Hagan School of Business 2007 — 2011
Finance, BBA Business Administration; Finance
Bessemer Trust May 2013 - Present
BNY Mellon March 2013 - May 2013
BNY Mellon August 2011 - March 2013
Winged Foot Golf Club April 2009 - October 2011
Lincoln Financial Group January 2011 - May 2011
UBS: Wealth Management September 2010 - December 2010
SCS Commodities May 2008 - August 2008
MBF Clearing Corporation June 2006 - September 2006
Skills
Management, CRM, Access, Financial Reporting, Analysis, Accounting, Sales, Marketing, Business Development
Education
Iona College 2007 — 2011
Bachelor of Business Administration, Finance
Iona College: Hagan School of Business 2007 — 2011
Finance, BBA Business Administration; Finance
Larry Parente's Bessemer Trust Experience April 2013 - May 2015
Job Principal, Senior Wealth Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Jack Zhao's Bessemer Trust Experience July 2014 - Present
Job Associate Vice President at Bessemer Trust
Industry Management Consulting
Experience
Bessemer Trust July 2014 - Present
FLAG Capital Management, LLC March 2012 - July 2014
Oliver Wyman October 2010 - March 2012
Dean and Company June 2009 - October 2010
ZS Associates June 2008 - August 2008
T Rowe Price June 2007 - August 2007
Estee Lauder September 2006 - December 2006
Skills
Due Diligence, Private Equity, Competitive Analysis, SAS, Strategic Planning, VBA, Sourcing, Equity Research
Education
Cornell University 2004 — 2008
B.A. and B.S., Operations Research & Information Engineering, Economics
Bessemer Trust July 2014 - Present
FLAG Capital Management, LLC March 2012 - July 2014
Oliver Wyman October 2010 - March 2012
Dean and Company June 2009 - October 2010
ZS Associates June 2008 - August 2008
T Rowe Price June 2007 - August 2007
Estee Lauder September 2006 - December 2006
Skills
Due Diligence, Private Equity, Competitive Analysis, SAS, Strategic Planning, VBA, Sourcing, Equity Research
Education
Cornell University 2004 — 2008
B.A. and B.S., Operations Research & Information Engineering, Economics
Clint Kugler's Bessemer Trust Experience August 2010 - January 2011
Job Analyst at Gotham Asset Management, LLC
Industry Investment Management
Experience
Gotham Asset Management, LLC January 2011 - Present
Bessemer Trust August 2010 - January 2011
Diamond Hill Capital Management December 2009 - January 2010
P Square Investments LLC May 2008 - August 2008
Education
Kenyon College 2006 — 2010
BA, Economics, magna cum laude
Gotham Asset Management, LLC January 2011 - Present
Bessemer Trust August 2010 - January 2011
Diamond Hill Capital Management December 2009 - January 2010
P Square Investments LLC May 2008 - August 2008
Education
Kenyon College 2006 — 2010
BA, Economics, magna cum laude
Maria Chupungco Maria Chupungco's Bessemer Trust Experience July 2013 - May 2014
Job Executive Assistant at Hercules Group
Industry Executive Office
Experience
Bessemer Trust July 2013 - May 2014
Hercules Group August 2009 - July 2013
St. Mary's Hospital for Children July 2007 - August 2009
Hercules Realty Group January 2007 - May 2007
Garden City AutoBody September 2004 - June 2005
Skills
Photoshop, Teaching, HTML, Public Speaking, Negotiation, C++, Editing, C, Java, Invoicing, Management, Teamwork, Access, Software Documentation, Spreadsheets
Education
Hofstra University 2002 — 2006
Bachelor's degree, Psychology
Bessemer Trust July 2013 - May 2014
Hercules Group August 2009 - July 2013
St. Mary's Hospital for Children July 2007 - August 2009
Hercules Realty Group January 2007 - May 2007
Garden City AutoBody September 2004 - June 2005
Skills
Photoshop, Teaching, HTML, Public Speaking, Negotiation, C++, Editing, C, Java, Invoicing, Management, Teamwork, Access, Software Documentation, Spreadsheets
Education
Hofstra University 2002 — 2006
Bachelor's degree, Psychology
Laura Moscatelli's Bessemer Trust Experience July 2007 - August 2007
Job Associate Director at Merck
Industry Pharmaceuticals
Experience
Merck June 2013 - Present
Merck May 2012 - June 2013
Merck November 2009 - May 2012
Schering-Plough June 2009 - November 2009
Schering-Plough June 2008 - August 2008
Bessemer Trust July 2007 - August 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Process Improvement, GAAP, Excel, Microsoft Office, Microsoft Excel, Budgets, Six Sigma, Analysis, Sarbanes-Oxley Act, Finance, Financial Modeling, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2017
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2005 — 2009
B.S., Finance, Accounting
Merck June 2013 - Present
Merck May 2012 - June 2013
Merck November 2009 - May 2012
Schering-Plough June 2009 - November 2009
Schering-Plough June 2008 - August 2008
Bessemer Trust July 2007 - August 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Process Improvement, GAAP, Excel, Microsoft Office, Microsoft Excel, Budgets, Six Sigma, Analysis, Sarbanes-Oxley Act, Finance, Financial Modeling, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2017
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2005 — 2009
B.S., Finance, Accounting
Harrison Katz's Bessemer Trust Experience August 2012 - Present
Job Assistant Vice President, Client Advisory
Industry Investment Management
Experience
Bessemer Trust August 2012 - Present
Pro Mujer July 2011 - August 2011
Sands Brothers Asset Management May 2011 - June 2011
Skills
Investments, Asset Management, Finance, Equities, Portfolio Management, Wealth Management..., Wealth Preservation..., Wealth Management, Intergenerational..., Financial Planning, Private Banking, Trusts, Estate Planning, Estate Administration, Relationship Management, Economics
Education
Lehigh University 2008 — 2012
Bachelors of Arts, International Relations & Economics
Bessemer Trust August 2012 - Present
Pro Mujer July 2011 - August 2011
Sands Brothers Asset Management May 2011 - June 2011
Skills
Investments, Asset Management, Finance, Equities, Portfolio Management, Wealth Management..., Wealth Preservation..., Wealth Management, Intergenerational..., Financial Planning, Private Banking, Trusts, Estate Planning, Estate Administration, Relationship Management, Economics
Education
Lehigh University 2008 — 2012
Bachelors of Arts, International Relations & Economics
Christie Gaskin Christie Gaskin's Bessemer Trust Experience July 2014 - Present
Job Junior Fiduciary Tax Associate
Industry Accounting
Experience
Bessemer Trust July 2014 - Present
Law Office of Kerry O'Shaughnessy Montaigne, Esq. June 2010 - July 2014
Complete Document Solutions LLC February 2013 - May 2013
Fairleigh Dickinson University June 2011 - May 2013
Dress for Success Worldwide February 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, People-oriented, Accounting, People Skills, Customer Service, Spanish, Leadership, Microsoft Word, Time Management, Outlook, Event Planning, Leadership Development, Microsoft Office, Public Speaking, Administrative..., Editing, Management, Research, Higher Education, Facebook, Teamwork, Marketing, Coaching, Critical Thinking, Social Media, Social Networking, Access, Data Analysis, Data Entry, Team Leadership, Datatel
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Accounting
H. Frank Carey Jr. Senior High School 2003 — 2009
Bessemer Trust July 2014 - Present
Law Office of Kerry O'Shaughnessy Montaigne, Esq. June 2010 - July 2014
Complete Document Solutions LLC February 2013 - May 2013
Fairleigh Dickinson University June 2011 - May 2013
Dress for Success Worldwide February 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, People-oriented, Accounting, People Skills, Customer Service, Spanish, Leadership, Microsoft Word, Time Management, Outlook, Event Planning, Leadership Development, Microsoft Office, Public Speaking, Administrative..., Editing, Management, Research, Higher Education, Facebook, Teamwork, Marketing, Coaching, Critical Thinking, Social Media, Social Networking, Access, Data Analysis, Data Entry, Team Leadership, Datatel
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Accounting
H. Frank Carey Jr. Senior High School 2003 — 2009
Edward Butler Edward Butler's Bessemer Trust Experience July 2000 - January 2015
Job Wealth Management
Industry Financial Services
Experience
Bessemer Trust July 2000 - January 2015
Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Series 7, Series 63
Education
Cornell University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marist College
Bachelor of Business Administration (BBA), Finance, General
Bessemer Trust July 2000 - January 2015
Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Series 7, Series 63
Education
Cornell University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marist College
Bachelor of Business Administration (BBA), Finance, General
Charlie York, CFA's Bessemer Trust Experience 2014 - Present
Job Principal and Senior Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2014 - Present
Kogod School of Business, American University 2010 - Present
USO of Metropolitan Washington 2013 - 2015
U.S. Trust 2013 - 2014
U.S. Trust 2011 - 2014
Wells Fargo Private Bank 2006 - 2011
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Managment, Mutual Funds, Equity Research, Hedge Funds, Investment Management, Investment Advisory, Asset Management, Wealth Management..., Investment Strategies, High Net Worth..., Bloomberg, Financial Modeling, Investments, Capital Markets, Securities, Fixed Income, Series 7
Education
Northwestern University - Kellogg School of Management
MBA
Cornell University
Deerfield Academy
Bessemer Trust 2014 - Present
Kogod School of Business, American University 2010 - Present
USO of Metropolitan Washington 2013 - 2015
U.S. Trust 2013 - 2014
U.S. Trust 2011 - 2014
Wells Fargo Private Bank 2006 - 2011
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Managment, Mutual Funds, Equity Research, Hedge Funds, Investment Management, Investment Advisory, Asset Management, Wealth Management..., Investment Strategies, High Net Worth..., Bloomberg, Financial Modeling, Investments, Capital Markets, Securities, Fixed Income, Series 7
Education
Northwestern University - Kellogg School of Management
MBA
Cornell University
Deerfield Academy
Ken Goodall's Bessemer Trust Experience 2011 - 2013
Job Chief Compliance Officer
Industry Financial Services
Experience
Guardian Life Insurance Company of America/Park Avenue Securities LLC 2014 - Present
AIG Advisor Group 2013 - 2014
Bessemer Trust 2011 - 2013
The Newport Group 2003 - 2011
Van Kampen Investments/Morgan Stanley Investment Management 2000 - 2003
Investors Financial Group 1997 - 2000
Skills
Risk Management, Investment Management, Corporate Governance, Mergers & Acquisitions, Financial Services, Mutual Funds, Banking, FINRA, Internal Audit, Enterprise Risk..., Securities, Asset Management, Hedge Funds, Equities, AML, Investments, Due Diligence, Alternative Investments, Mergers, Fixed Income, Investment Banking, Investment Advisory, Insurance, Series 63, Derivatives, Series 24, Asset Allocation, Portfolio Management, KYC, Wealth Management, Capital Markets, Series 7, Securities Regulation, Financial Risk, Trading, Private Equity, Operational Risk, Financial Markets, Management, Finance
Education
Loyola University New Orleans School of Law 1990 — 1993
JD
University of Florida
Guardian Life Insurance Company of America/Park Avenue Securities LLC 2014 - Present
AIG Advisor Group 2013 - 2014
Bessemer Trust 2011 - 2013
The Newport Group 2003 - 2011
Van Kampen Investments/Morgan Stanley Investment Management 2000 - 2003
Investors Financial Group 1997 - 2000
Skills
Risk Management, Investment Management, Corporate Governance, Mergers & Acquisitions, Financial Services, Mutual Funds, Banking, FINRA, Internal Audit, Enterprise Risk..., Securities, Asset Management, Hedge Funds, Equities, AML, Investments, Due Diligence, Alternative Investments, Mergers, Fixed Income, Investment Banking, Investment Advisory, Insurance, Series 63, Derivatives, Series 24, Asset Allocation, Portfolio Management, KYC, Wealth Management, Capital Markets, Series 7, Securities Regulation, Financial Risk, Trading, Private Equity, Operational Risk, Financial Markets, Management, Finance
Education
Loyola University New Orleans School of Law 1990 — 1993
JD
University of Florida
Bill Maughan's Bessemer Trust Experience June 2014 - Present
Job
Industry Financial Services
Experience
Bessemer Trust June 2014 - Present
Goldman Sachs April 2004 - May 2014
Sapient Corporation March 2000 - April 2002
Deloitte Consulting March 1995 - April 2000
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Management, Finance
Hofstra University
BS, Computer Science
Bessemer Trust June 2014 - Present
Goldman Sachs April 2004 - May 2014
Sapient Corporation March 2000 - April 2002
Deloitte Consulting March 1995 - April 2000
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Management, Finance
Hofstra University
BS, Computer Science
Dolores Sparr's Bessemer Trust Experience 2000 - 2003
Job Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Elise Godfrey's Bessemer Trust Experience April 2001 - Present
Job Paralegal/Senior Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2001 - Present
PMT Productions 2006 - 2013
Skills
Public Speaking, PowerPoint, Editing, Outlook, Event Planning, Microsoft Excel, Microsoft Word, Event Management, Social Networking, Marketing Communications, Social Media, Management, Microsoft Office, Program Management, Research, Legal Writing, Leadership Development, Public Relations, Marketing, Social Media Marketing, Organizational..., Volunteer Management, Customer Service
Education
Emerson College
B.A., Theater
Mamaroneck High School
Mamaroneck High School
Bessemer Trust April 2001 - Present
PMT Productions 2006 - 2013
Skills
Public Speaking, PowerPoint, Editing, Outlook, Event Planning, Microsoft Excel, Microsoft Word, Event Management, Social Networking, Marketing Communications, Social Media, Management, Microsoft Office, Program Management, Research, Legal Writing, Leadership Development, Public Relations, Marketing, Social Media Marketing, Organizational..., Volunteer Management, Customer Service
Education
Emerson College
B.A., Theater
Mamaroneck High School
Mamaroneck High School
Jane Abitanta's Bessemer Trust Experience 1986 - 1989
Job Owner, Perceval Associates, Inc.
Industry Financial Services
Experience
Perceval Associates, Inc. March 1996 - Present
The Chase Manhattan Bank 1994 - 1996
Swiss Bank Corporation 1989 - 1994
Bessemer Trust 1986 - 1989
Citicorp 1981 - 1986
Skills
Leadership, Leadership Development, Management Consulting, Alternative Investments, Coaching, Presentation Coaching, Organizational..., Change Management, Strategy, Organizational Design, Business Strategy, Marketing Communications, Asset Management, Financial Services, Talent Management, Start-ups, New Business Development, Marketing
Education
Columbia University, Teachers College
MA, Organizational Psychology
Fordham University - Graduate School of Business Administration
MBA, Finance/Investment Management
University of Delaware - Lerner College of Business and Economics
BA, Economics & Political Science
Perceval Associates, Inc. March 1996 - Present
The Chase Manhattan Bank 1994 - 1996
Swiss Bank Corporation 1989 - 1994
Bessemer Trust 1986 - 1989
Citicorp 1981 - 1986
Skills
Leadership, Leadership Development, Management Consulting, Alternative Investments, Coaching, Presentation Coaching, Organizational..., Change Management, Strategy, Organizational Design, Business Strategy, Marketing Communications, Asset Management, Financial Services, Talent Management, Start-ups, New Business Development, Marketing
Education
Columbia University, Teachers College
MA, Organizational Psychology
Fordham University - Graduate School of Business Administration
MBA, Finance/Investment Management
University of Delaware - Lerner College of Business and Economics
BA, Economics & Political Science
Anthony Engel's Bessemer Trust Experience September 2015 - Present
Job Estate Planner at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2015 - Present
Katten Muchin Rosenman LLP June 2008 - September 2015
Schwartz Cooper September 2007 - June 2008
Schwartz Cooper May 2006 - August 2006
The United States District Court for the Northern District of Illinois May 2005 - August 2005
Kaplan August 2003 - April 2004
Kaplan December 2001 - August 2003
Education Development Center January 2002 - May 2003
SCN Consulting December 1999 - October 2001
Skills
Estate Tax Planning, Gift Planning, Estate Administration, Charitable Gift Planning
Education
Northwestern University School of Law 2004 — 2007
J.D.
Harvard University Graduate School of Education 1999 — 2001
Ed.M.
Stanford University 1995 — 1999
B.S.
Bessemer Trust September 2015 - Present
Katten Muchin Rosenman LLP June 2008 - September 2015
Schwartz Cooper September 2007 - June 2008
Schwartz Cooper May 2006 - August 2006
The United States District Court for the Northern District of Illinois May 2005 - August 2005
Kaplan August 2003 - April 2004
Kaplan December 2001 - August 2003
Education Development Center January 2002 - May 2003
SCN Consulting December 1999 - October 2001
Skills
Estate Tax Planning, Gift Planning, Estate Administration, Charitable Gift Planning
Education
Northwestern University School of Law 2004 — 2007
J.D.
Harvard University Graduate School of Education 1999 — 2001
Ed.M.
Stanford University 1995 — 1999
B.S.
Vlad Tsekanovskiy's Bessemer Trust Experience March 2002 - March 2007
Job VP Technology Innovations,BI,Forecasting, Actuarial IT
Industry Computer Software
Experience
AIG March 2007 - Present
Bessemer Trust March 2002 - March 2007
UBS Global Asset Management July 2000 - March 2002
Viacom 1998 - 2000
Merck Pharma 1995 - 1998
Skills
Business Intelligence, Business Analysis, Management, Portfolio Management, Data Warehousing, Software Development, Outsourcing, Investment Banking, SDLC, Fixed Income, Software Project..., IT Strategy, Web Applications, Web Services, CRM, Requirements Analysis, Project Management
Education
State University of New York College at Buffalo 1991 — 1993
masters, Math
Donetsk National University 1981 — 1986
bachelor, math
AIG March 2007 - Present
Bessemer Trust March 2002 - March 2007
UBS Global Asset Management July 2000 - March 2002
Viacom 1998 - 2000
Merck Pharma 1995 - 1998
Skills
Business Intelligence, Business Analysis, Management, Portfolio Management, Data Warehousing, Software Development, Outsourcing, Investment Banking, SDLC, Fixed Income, Software Project..., IT Strategy, Web Applications, Web Services, CRM, Requirements Analysis, Project Management
Education
State University of New York College at Buffalo 1991 — 1993
masters, Math
Donetsk National University 1981 — 1986
bachelor, math
Chris Kozel's Bessemer Trust Experience 1978 - 1979
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Vantage Data Corp 1991 - Present
Sperry Univac 1979 - 1981
Bessemer Trust 1978 - 1979
Sperry Univac 1974 - 1978
Memorial Sloan-Kettering Cancer Center 1972 - 1974
Long Island University, CW Post Campus 1968 - 1972
Skills
Business Intelligence, SDLC, IT Strategy, Windows Server, Program Management, IT Service Management, Programming, Data Warehousing, Disaster Recovery, Project Management, Software Development, Security, Windows, Visio, Linux, HTML, Requirements Gathering, Information Technology, Databases, Integration, Active Directory, VoIP, Operating Systems, Data Center, Business Process, Visual Studio, .NET, C#, Storage, ASP.NET, Firewalls, Troubleshooting, Citrix, Servers
Education
Long Island University, C.W. Post Campus 1966 — 1970
Bachelor's degree, Mathematics
Vantage Data Corp 1991 - Present
Sperry Univac 1979 - 1981
Bessemer Trust 1978 - 1979
Sperry Univac 1974 - 1978
Memorial Sloan-Kettering Cancer Center 1972 - 1974
Long Island University, CW Post Campus 1968 - 1972
Skills
Business Intelligence, SDLC, IT Strategy, Windows Server, Program Management, IT Service Management, Programming, Data Warehousing, Disaster Recovery, Project Management, Software Development, Security, Windows, Visio, Linux, HTML, Requirements Gathering, Information Technology, Databases, Integration, Active Directory, VoIP, Operating Systems, Data Center, Business Process, Visual Studio, .NET, C#, Storage, ASP.NET, Firewalls, Troubleshooting, Citrix, Servers
Education
Long Island University, C.W. Post Campus 1966 — 1970
Bachelor's degree, Mathematics
Kathryn Schummer's Bessemer Trust Experience June 2014 - December 2014
Job Executive Assistant at Slayton Search
Industry Staffing and Recruiting
Experience
Slayton Search Partners January 2015 - Present
Bessemer Trust June 2014 - December 2014
Ingenuity International, LLC April 2011 - June 2014
Skidmore, Owings and Merrill December 2010 - March 2011
ACG/ICOS Group September 2008 - July 2010
Corporate Concierge Services September 2006 - May 2008
Aon Corporation January 2004 - March 2006
LCI Kids Club April 2002 - May 2003
Starwood Hotels & Resorts June 2001 - April 2002
Hilton Corporation August 1998 - May 2001
Skills
Recruiting, Outlook, Human Resources, Time Management, Hotels, Event Planning, Administrative..., Event Management, Customer Service, Microsoft Office, Management, Change Management
Education
Cornell College 1994 — 1998
B.A, International Business Administration; French
French American International School 1990 — 1994
International Baccalaureate
Slayton Search Partners January 2015 - Present
Bessemer Trust June 2014 - December 2014
Ingenuity International, LLC April 2011 - June 2014
Skidmore, Owings and Merrill December 2010 - March 2011
ACG/ICOS Group September 2008 - July 2010
Corporate Concierge Services September 2006 - May 2008
Aon Corporation January 2004 - March 2006
LCI Kids Club April 2002 - May 2003
Starwood Hotels & Resorts June 2001 - April 2002
Hilton Corporation August 1998 - May 2001
Skills
Recruiting, Outlook, Human Resources, Time Management, Hotels, Event Planning, Administrative..., Event Management, Customer Service, Microsoft Office, Management, Change Management
Education
Cornell College 1994 — 1998
B.A, International Business Administration; French
French American International School 1990 — 1994
International Baccalaureate
Nilsa Sasso's Bessemer Trust Experience January 2000 - Present
Job Business Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2000 - Present
Bankers Savings December 1988 - October 1997
Education
Kean University
BS, Management Science
Bessemer Trust January 2000 - Present
Bankers Savings December 1988 - October 1997
Education
Kean University
BS, Management Science
Cindy Colón's Bessemer Trust Experience July 2009 - February 2012
Job Executive Assistant Investment Banking/ Corporate Finance/ Wealth Management
Industry Financial Services
Experience
Bessemer Trust July 2009 - February 2012
CIT February 2006 - October 2008
Deutsche Bank July 2004 - October 2005
Deutsche Bank October 1997 - July 2004
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spreadsheets, Accounting, Office Management, Expense Reports, Outlook, Project Coordination, Travel Arrangements, Time Management, General Administrative..., Bilingual-English/Spanis..., Office Administration, Event Management, Executive Calendar..., Client Service Oriented, CRM
Education
Iona College 1997 — 2000
Bachelor of Science, Organizational Leadership
Bessemer Trust July 2009 - February 2012
CIT February 2006 - October 2008
Deutsche Bank July 2004 - October 2005
Deutsche Bank October 1997 - July 2004
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spreadsheets, Accounting, Office Management, Expense Reports, Outlook, Project Coordination, Travel Arrangements, Time Management, General Administrative..., Bilingual-English/Spanis..., Office Administration, Event Management, Executive Calendar..., Client Service Oriented, CRM
Education
Iona College 1997 — 2000
Bachelor of Science, Organizational Leadership
Brendan Colton's Bessemer Trust Experience Supervisor ReprographicsUnion Carbide1983 - 1990
Job Manager Printing Services at Bessemer Trust
Industry Banking
Experience
Bessemer Trust Supervisor ReprographicsUnion Carbide1983 - 1990
Education
Fairfield University 1988 — 1988
Bessemer Trust Supervisor ReprographicsUnion Carbide1983 - 1990
Education
Fairfield University 1988 — 1988
Briana George's Bessemer Trust Experience January 2005 - Present
Job Senior Accountant at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust January 2005 - Present
American Society of Composers, Authors, and Publishers November 2001 - December 2004
GEFA January 1992 - June 2001
Education
Georgian Court College 1996 — 2001
BS, Accounting
Bessemer Trust January 2005 - Present
American Society of Composers, Authors, and Publishers November 2001 - December 2004
GEFA January 1992 - June 2001
Education
Georgian Court College 1996 — 2001
BS, Accounting
Pam Murray's Bessemer Trust Experience January 2008 - September 2011
Job SVP Rockefeller & Co.l
Industry Financial Services
Experience
Rockefeller & Co., Inc. October 2011 - Present
Bessemer Trust January 2008 - September 2011
Fidelity Investments May 1989 - 2005
Skills
Marketing, Strategy, CRM, Trusts, Asset Allocation, Portfolio Management, Relationship Management, Business Strategy, Leadership, Sales, Financial Services, Alternative Investments, Asset Management, Enterprise Software, Wealth Management, Product Development
Education
The Wharton School; Securities Industry Association 1992 — 1994
Program designed for leaders in the Financial Services Industry, Strategic Planning, Economics, Finance
Georgetown University 1975 — 1979
BA, Government, Economics
Rockefeller & Co., Inc. October 2011 - Present
Bessemer Trust January 2008 - September 2011
Fidelity Investments May 1989 - 2005
Skills
Marketing, Strategy, CRM, Trusts, Asset Allocation, Portfolio Management, Relationship Management, Business Strategy, Leadership, Sales, Financial Services, Alternative Investments, Asset Management, Enterprise Software, Wealth Management, Product Development
Education
The Wharton School; Securities Industry Association 1992 — 1994
Program designed for leaders in the Financial Services Industry, Strategic Planning, Economics, Finance
Georgetown University 1975 — 1979
BA, Government, Economics
Francisco Liquido's Bessemer Trust Experience February 2009 - May 2011
Job Founder at Montserrat Capital
Industry Financial Services
Experience
Montserrat Capital September 2014 - Present
IESE Business School May 2012 - May 2014
AlpInvest Partners May 2011 - April 2012
Bessemer Trust February 2009 - May 2011
Lehman Brothers Real Estate Partners June 2008 - January 2009
Campus Bus LLC August 2005 - May 2008
Mitsubishi-UBS (三菱商事・ユービーエス・リアルティ株式会社 ) June 2006 - August 2006
Skills
Private Equity, Real Estate, Investments, Hedge Funds, Acquisitions, Equities, Mezzanine, Financial Analysis, Valuation, Due Diligence, Venture Capital
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Political Science
Punahou School
Montserrat Capital September 2014 - Present
IESE Business School May 2012 - May 2014
AlpInvest Partners May 2011 - April 2012
Bessemer Trust February 2009 - May 2011
Lehman Brothers Real Estate Partners June 2008 - January 2009
Campus Bus LLC August 2005 - May 2008
Mitsubishi-UBS (三菱商事・ユービーエス・リアルティ株式会社 ) June 2006 - August 2006
Skills
Private Equity, Real Estate, Investments, Hedge Funds, Acquisitions, Equities, Mezzanine, Financial Analysis, Valuation, Due Diligence, Venture Capital
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Political Science
Punahou School
Jeffrey Hynoski's Bessemer Trust Experience May 1993 - February 1998
Job Sr Financial Analyst and Strategic Analysis Planning & Analytics professional
Industry Information Services
Experience
Envision Liberty, LLC October 2010 - Present
BDP International November 2006 - September 2010
Delaware Investments February 1998 - June 2005
Bessemer Trust May 1993 - February 1998
Lord Abbett April 1992 - May 1993
Skills
Financial Analysis, Strategic Analysis, Valuation, Financial Modeling, Business Valuation, Strategy, Management, Mergers & Acquisitions, Business Intelligence, Forecasting, Analysis, Financial Reporting, Project Management, Process Improvement, Competitive Analysis, Business Analysis, Investments, Analytics, Capital Markets, Equities, Asset Management
Education
Saint Joseph's University 2013 — 2014
Master’s Degree, Master of Science Business Intelligence
Drexel University 2008 — 2010
Post Masters, International Business
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (M.B.A.), Double MBA: Financial Management and Economics
University of Delaware 1981 — 1985
BSBA, Concentration in Finance
Envision Liberty, LLC October 2010 - Present
BDP International November 2006 - September 2010
Delaware Investments February 1998 - June 2005
Bessemer Trust May 1993 - February 1998
Lord Abbett April 1992 - May 1993
Skills
Financial Analysis, Strategic Analysis, Valuation, Financial Modeling, Business Valuation, Strategy, Management, Mergers & Acquisitions, Business Intelligence, Forecasting, Analysis, Financial Reporting, Project Management, Process Improvement, Competitive Analysis, Business Analysis, Investments, Analytics, Capital Markets, Equities, Asset Management
Education
Saint Joseph's University 2013 — 2014
Master’s Degree, Master of Science Business Intelligence
Drexel University 2008 — 2010
Post Masters, International Business
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (M.B.A.), Double MBA: Financial Management and Economics
University of Delaware 1981 — 1985
BSBA, Concentration in Finance
Janet (Mraz) Degutis's Bessemer Trust Experience May 2000 - Present
Job Principal Senior Client Advisor
Industry Financial Services
Experience
Bessemer Trust May 2000 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
MS - Wealth Management
University of Chicago Graham School of Continuing Education 2011 — 2012
Certificate Financial Decision Making
Loyola University Chicago 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Bessemer Trust May 2000 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
MS - Wealth Management
University of Chicago Graham School of Continuing Education 2011 — 2012
Certificate Financial Decision Making
Loyola University Chicago 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Carrie Blanda's Bessemer Trust Experience August 2011 - April 2013
Job Estate and Trust Professional
Industry Banking
Experience
Bessemer Trust August 2011 - April 2013
Fiduciary Trust Company November 2006 - August 2011
White & Case February 1986 - July 2006
Milbank, Tweed, Hadley & McCloy LLP 1983 - 1986
Katten Muchin Rosenman LLP August 1982 - August 1983
Kelley Drye & Warren LLP June 1979 - August 1982
Skills
Estate Law, Mutual Funds, Estate Planning, Trust Management, Financial Services, Investment Advisory, High Net Worth..., Trusts
Education
Fordham University 1973 — 1977
B.A.
The Mary Louis Academy 1969 — 1973
St Rita's School 1960 — 1969
Bessemer Trust August 2011 - April 2013
Fiduciary Trust Company November 2006 - August 2011
White & Case February 1986 - July 2006
Milbank, Tweed, Hadley & McCloy LLP 1983 - 1986
Katten Muchin Rosenman LLP August 1982 - August 1983
Kelley Drye & Warren LLP June 1979 - August 1982
Skills
Estate Law, Mutual Funds, Estate Planning, Trust Management, Financial Services, Investment Advisory, High Net Worth..., Trusts
Education
Fordham University 1973 — 1977
B.A.
The Mary Louis Academy 1969 — 1973
St Rita's School 1960 — 1969
Kent Kalvaitis's Bessemer Trust Experience January 2010 - Present
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Mary Ann Dixon's Bessemer Trust Experience August 2011 - January 2012
Job Executive Administrative Assistant
Industry Investment Banking
Experience
Healthfirst New Jersey September 2012 - October 2013
Deutsche Asset Management January 2012 - April 2012
Bessemer Trust August 2011 - January 2012
Deutsche Bank September 2010 - December 2010
Deutsche Bank August 2010 - August 2010
Deutsche Bank July 2010 - July 2010
Deutsche Bank June 2010 - June 2010
Goldman Sachs May 2005 - November 2008
Willis Aviation April 2000 - May 2005
St Paul Re July 1995 - April 2000
Skills
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Visio, Microsoft Publisher, Concur Expense Report..., Typing 55-60 WPM, Outlook
Education
LIU Brooklyn
BS (Dual Degree), Intergrated Information Systems & Marketing
Southeast Halifax High School
Diploma, Academic
Healthfirst New Jersey September 2012 - October 2013
Deutsche Asset Management January 2012 - April 2012
Bessemer Trust August 2011 - January 2012
Deutsche Bank September 2010 - December 2010
Deutsche Bank August 2010 - August 2010
Deutsche Bank July 2010 - July 2010
Deutsche Bank June 2010 - June 2010
Goldman Sachs May 2005 - November 2008
Willis Aviation April 2000 - May 2005
St Paul Re July 1995 - April 2000
Skills
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Visio, Microsoft Publisher, Concur Expense Report..., Typing 55-60 WPM, Outlook
Education
LIU Brooklyn
BS (Dual Degree), Intergrated Information Systems & Marketing
Southeast Halifax High School
Diploma, Academic
Maria Richter's Bessemer Trust Experience 2008 - Present
Job Non Executive Director at Rexel
Industry Investment Banking
Experience
Anglo Gold Ashanti January 2015 - Present
Rexel May 2014 - Present
Bessemer Trust 2008 - Present
Pro Mujer International 2006 - Present
National Grid plc 2003 - July 2014
Vitec Group plc February 2007 - May 2013
Pantry, Inc July 2006 - March 2013
Morgan Stanley 1993 - 2002
Salomon Brothers 1992 - 1993
Prudential Power Funding/Pru Capital 1985 - 1992
Skills
Venture Capital, Financial Modeling, Investment Banking, Management, Strategy, Mergers & Acquisitions, Strategic Planning, Mergers, Private Equity, Valuation, Corporate Finance, Due Diligence, Finance, Capital Markets, Financial Analysis, Business Strategy, Investments
Education
Georgetown University Law Center 1977 — 1980
JD
Cornell University 1975 — 1977
BA
Wellesley College 1973 — 1975
Anglo Gold Ashanti January 2015 - Present
Rexel May 2014 - Present
Bessemer Trust 2008 - Present
Pro Mujer International 2006 - Present
National Grid plc 2003 - July 2014
Vitec Group plc February 2007 - May 2013
Pantry, Inc July 2006 - March 2013
Morgan Stanley 1993 - 2002
Salomon Brothers 1992 - 1993
Prudential Power Funding/Pru Capital 1985 - 1992
Skills
Venture Capital, Financial Modeling, Investment Banking, Management, Strategy, Mergers & Acquisitions, Strategic Planning, Mergers, Private Equity, Valuation, Corporate Finance, Due Diligence, Finance, Capital Markets, Financial Analysis, Business Strategy, Investments
Education
Georgetown University Law Center 1977 — 1980
JD
Cornell University 1975 — 1977
BA
Wellesley College 1973 — 1975
David Lauver's Bessemer Trust Experience September 2000 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2000 - Present
SunTrust Bank November 1998 - September 2000
Wells Fargo October 1994 - November 1998
SunTrust April 1992 - October 1994
Bank of America June 1986 - April 1992
Skills
Hedge Funds, Alternative Investments, Asset Management, Wealth Management, Private Equity, Equities, Investments, Finance
Education
National Graduate Trust School 1995 — 1997
CTFA, Estate & Gift Tax Planning, Fiduciary Income Tax Planning & Financial Planning
Indiana University Bloomington 1984 — 1986
School of Business Administration - Finance
Florida Southern College 1980 — 1982
Liberal Arts and Sciences, General Studies and Humanities
Bessemer Trust September 2000 - Present
SunTrust Bank November 1998 - September 2000
Wells Fargo October 1994 - November 1998
SunTrust April 1992 - October 1994
Bank of America June 1986 - April 1992
Skills
Hedge Funds, Alternative Investments, Asset Management, Wealth Management, Private Equity, Equities, Investments, Finance
Education
National Graduate Trust School 1995 — 1997
CTFA, Estate & Gift Tax Planning, Fiduciary Income Tax Planning & Financial Planning
Indiana University Bloomington 1984 — 1986
School of Business Administration - Finance
Florida Southern College 1980 — 1982
Liberal Arts and Sciences, General Studies and Humanities
Jason De Leon's Bessemer Trust Experience April 2011 - June 2011
Job Desktop Support Analyst
Industry Information Technology and Services
Experience
United Water August 2015 - Present
Kering January 2015 - April 2015
Park Ave Technologies / Sabra Dipping Compnay May 2013 - August 2014
Godiva Chocolatier July 2011 - September 2012
Bessemer Trust April 2011 - June 2011
Lenox Hill Hospital March 2011 - May 2011
Merck November 2010 - February 2011
WellPoint July 2009 - May 2010
UBS Investment Bank August 2008 - April 2009
Skills
Windows 7, Active Directory, Windows Server, XP, Computer Hardware, Server Administration, Windows, Microsoft Exchange, Mac OS X, Networking, VMware, Troubleshooting, Software Installation, Hardware, Windows Vista, Technical Support, Operating Systems, SCCM, DHCP, TCP/IP, Laptops, Printers, VPN, Blackberry, Desktop Computers, Workstations, Hardware Support, Help Desk Support, Information Technology, Remote Desktop, Windows XP Pro, A Certified, Wireless Networking, Dell Computers, Computer Repair, Service Desk, Computer Maintenance, System Deployment, Servers, DNS, System Administration, Windows XP, OS X
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Associate's degree, Computer and Information Sciences and Support Services
United Water August 2015 - Present
Kering January 2015 - April 2015
Park Ave Technologies / Sabra Dipping Compnay May 2013 - August 2014
Godiva Chocolatier July 2011 - September 2012
Bessemer Trust April 2011 - June 2011
Lenox Hill Hospital March 2011 - May 2011
Merck November 2010 - February 2011
WellPoint July 2009 - May 2010
UBS Investment Bank August 2008 - April 2009
Skills
Windows 7, Active Directory, Windows Server, XP, Computer Hardware, Server Administration, Windows, Microsoft Exchange, Mac OS X, Networking, VMware, Troubleshooting, Software Installation, Hardware, Windows Vista, Technical Support, Operating Systems, SCCM, DHCP, TCP/IP, Laptops, Printers, VPN, Blackberry, Desktop Computers, Workstations, Hardware Support, Help Desk Support, Information Technology, Remote Desktop, Windows XP Pro, A Certified, Wireless Networking, Dell Computers, Computer Repair, Service Desk, Computer Maintenance, System Deployment, Servers, DNS, System Administration, Windows XP, OS X
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Associate's degree, Computer and Information Sciences and Support Services
Jennifer Leon-Jarama's Bessemer Trust Experience July 2012 - Present
Job Information Technology and Services
Industry Information Technology and Services
Experience
Bessemer Trust July 2012 - Present
IT BY DESIGN November 2011 - July 2012
Atlantic Business Products June 2007 - October 2011
Atlantic Business Products May 2007 - October 2011
City & Suburban Bank February 2005 - June 2007
Ciber Inc November 2002 - March 2005
Skills
Microsoft Office, Microsoft Technologies, Windows Server, Blackberry Enterprise..., Unified Messaging, Spam Filtering, Avaya PBX, Active Directory, ActiveSync, Kaseya, VPN, Symantec Endpoint..., Operating Systems, XP, Disaster Recovery, Windows 7, Antivirus, Microsoft Exchange, DHCP, Network Security, Network Infrastructure, Servers, Troubleshooting, Network Administration, Firewalls, Avaya, DNS, Networking, Help Desk Support, Printers, Technical Support, TCP/IP, Hardware, VMware, System Deployment, Virtualization, Group Policy, Cisco Technologies, Information Technology, Data Center, HP, Laptops, System Administration, Computer Hardware, LAN-WAN, VMware ESX, Windows XP, Windows, Blackberry, Routers
Education
DeVry University 2003 — 2005
B.S., Computer Information Systems
DeVry University 2001 — 2002
A.S., Computer Information Systems
Bessemer Trust July 2012 - Present
IT BY DESIGN November 2011 - July 2012
Atlantic Business Products June 2007 - October 2011
Atlantic Business Products May 2007 - October 2011
City & Suburban Bank February 2005 - June 2007
Ciber Inc November 2002 - March 2005
Skills
Microsoft Office, Microsoft Technologies, Windows Server, Blackberry Enterprise..., Unified Messaging, Spam Filtering, Avaya PBX, Active Directory, ActiveSync, Kaseya, VPN, Symantec Endpoint..., Operating Systems, XP, Disaster Recovery, Windows 7, Antivirus, Microsoft Exchange, DHCP, Network Security, Network Infrastructure, Servers, Troubleshooting, Network Administration, Firewalls, Avaya, DNS, Networking, Help Desk Support, Printers, Technical Support, TCP/IP, Hardware, VMware, System Deployment, Virtualization, Group Policy, Cisco Technologies, Information Technology, Data Center, HP, Laptops, System Administration, Computer Hardware, LAN-WAN, VMware ESX, Windows XP, Windows, Blackberry, Routers
Education
DeVry University 2003 — 2005
B.S., Computer Information Systems
DeVry University 2001 — 2002
A.S., Computer Information Systems
Rebecca Bruer's Bessemer Trust Experience May 2014 - Present
Job Lead Generator at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2014 - Present
News Corp. December 2010 - May 2014
Iona College January 2010 - December 2010
Iona College May 2008 - December 2009
Skills
Social Networking, Facebook, Event Planning, Social Media, New Media, Publicity, Media Relations, Public Relations, Press Releases, Social Media Marketing, Digital Media, Editing, Blogging, Sports
Education
Iona College 2004 — 2008
Bachelor, Psychology
Bessemer Trust May 2014 - Present
News Corp. December 2010 - May 2014
Iona College January 2010 - December 2010
Iona College May 2008 - December 2009
Skills
Social Networking, Facebook, Event Planning, Social Media, New Media, Publicity, Media Relations, Public Relations, Press Releases, Social Media Marketing, Digital Media, Editing, Blogging, Sports
Education
Iona College 2004 — 2008
Bachelor, Psychology
Jeff Kim's Bessemer Trust Experience August 2015 - Present
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2015 - Present
Northwestern Mutual-McTigue Financial Group November 2013 - August 2015
Topco Associates LLC August 2012 - August 2013
KOTRA Chicago October 2011 - May 2012
Northwestern Mutual July 2010 - December 2010
Keller Williams Realty April 2008 - April 2009
Education
DePaul University 2006 — 2011
BS, Managment
Bessemer Trust August 2015 - Present
Northwestern Mutual-McTigue Financial Group November 2013 - August 2015
Topco Associates LLC August 2012 - August 2013
KOTRA Chicago October 2011 - May 2012
Northwestern Mutual July 2010 - December 2010
Keller Williams Realty April 2008 - April 2009
Education
DePaul University 2006 — 2011
BS, Managment
Bill Villafranco's Bessemer Trust Experience January 1996 - August 1998
Job Founder, Villafranco Wealth Management
Industry Banking
Experience
Villafranco Wealth Management November 1995 - Present
Credit Suisse Asset Management November 1998 - December 2002
Bessemer Trust January 1996 - August 1998
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Finance and Financial Management Services
Saint Bonaventure University 1982 — 1982
Finance
Villafranco Wealth Management November 1995 - Present
Credit Suisse Asset Management November 1998 - December 2002
Bessemer Trust January 1996 - August 1998
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Finance and Financial Management Services
Saint Bonaventure University 1982 — 1982
Finance
Peter Venetos's Bessemer Trust Experience August 2010 - May 2013
Job Investment Solutions at Partners Group (USA) Inc.
Industry Financial Services
Experience
Partners Group June 2013 - Present
Bessemer Trust August 2010 - May 2013
TUDOR INVESTMENT CORPORATION June 2009 - August 2009
Skills
Microsoft Office, Investments, Microsoft Excel, Public Speaking, Financial Analysis, Research, Analysis, Economics, Business Strategy, PowerPoint, Valuation, Java
Education
Cornell University 2005 — 2010
Bachelor of Arts, Economics and; Italian
King and Low Heywood Thomas 1992 — 2005
K-12
Partners Group June 2013 - Present
Bessemer Trust August 2010 - May 2013
TUDOR INVESTMENT CORPORATION June 2009 - August 2009
Skills
Microsoft Office, Investments, Microsoft Excel, Public Speaking, Financial Analysis, Research, Analysis, Economics, Business Strategy, PowerPoint, Valuation, Java
Education
Cornell University 2005 — 2010
Bachelor of Arts, Economics and; Italian
King and Low Heywood Thomas 1992 — 2005
K-12
Kristy L. Hoffman, CFP®, CTFA's Bessemer Trust Experience July 2013 - Present
Job Wealth Management Professional and MBA Candidate
Industry Investment Management
Experience
Bessemer Trust July 2013 - Present
Bernstein Global Wealth Management April 2007 - July 2013
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Investment Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Miami University 2001 — 2005
Bachelor of Business Administration (B.B.A.); Pre-Med
DePaul University 2010 — 2011
Bessemer Trust July 2013 - Present
Bernstein Global Wealth Management April 2007 - July 2013
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Investment Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Miami University 2001 — 2005
Bachelor of Business Administration (B.B.A.); Pre-Med
DePaul University 2010 — 2011
Alice Bowie's Bessemer Trust Experience October 2012 - July 2014
Job Summer Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Bessemer Trust October 2012 - July 2014
Height Analytics 2009 - July 2012
Legg Mason Capital Management June 2008 - September 2008
Skills
Series 7, Series 63, Series 66
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bryn Mawr
High School
Harvard University
Bachelor's Degree, Psychology
J.P. Morgan June 2015 - August 2015
Bessemer Trust October 2012 - July 2014
Height Analytics 2009 - July 2012
Legg Mason Capital Management June 2008 - September 2008
Skills
Series 7, Series 63, Series 66
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bryn Mawr
High School
Harvard University
Bachelor's Degree, Psychology
John Schaeffer's Bessemer Trust Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust 2002 - 2009
Bessemer Trust 1999 - 2002
Citigroup 1994 - 1999
Skills
Mutual Funds, Investments, Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Due Diligence, Asset Allocation, Risk Management, Securities, Financial Services
Education
Georgetown University 1980 — 1981
MA, Foreign Service School
The University of New Mexico 1976 — 1979
BA, Latin American Studies/Political Science
Universidad de las Américas, A.C. 1975 — 1976
Northern Trust 2002 - 2009
Bessemer Trust 1999 - 2002
Citigroup 1994 - 1999
Skills
Mutual Funds, Investments, Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Due Diligence, Asset Allocation, Risk Management, Securities, Financial Services
Education
Georgetown University 1980 — 1981
MA, Foreign Service School
The University of New Mexico 1976 — 1979
BA, Latin American Studies/Political Science
Universidad de las Américas, A.C. 1975 — 1976
Don Andrews's Bessemer Trust Experience October 2002 - Present
Job Executive Adviser/Expert and Consultant
Industry Financial Services
Experience
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
PJ Blandori's Bessemer Trust Experience May 2015 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2015 - Present
Bessemer Trust September 2010 - May 2015
Gravitas May 2008 - September 2010
Skills
Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Management Information Systems, Global Business
Bessemer Trust May 2015 - Present
Bessemer Trust September 2010 - May 2015
Gravitas May 2008 - September 2010
Skills
Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Management Information Systems, Global Business
Ellen Kou's Bessemer Trust Experience November 2009 - Present
Job Internal Audit Manager at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust November 2009 - Present
Deloitte & Touche October 2005 - October 2009
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Auditing
Education
Lehigh University - College of Business and Economics 2003 — 2005
MS, Accounting
Dartmouth College 1999 — 2001
MS, Engineering
Tsinghua University 1994 — 1999
BS, Materials Science and Engineering
Yibin No.1 Middle School
Bessemer Trust November 2009 - Present
Deloitte & Touche October 2005 - October 2009
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Auditing
Education
Lehigh University - College of Business and Economics 2003 — 2005
MS, Accounting
Dartmouth College 1999 — 2001
MS, Engineering
Tsinghua University 1994 — 1999
BS, Materials Science and Engineering
Yibin No.1 Middle School
Larry Fisher's Bessemer Trust Experience 2005 - 2009
Job President Family Wealth at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust January 2010 - Present
Bessemer Trust 2005 - 2009
US Trust 1998 - 2005
Mellon Bank 1993 - 1998
National Transportation Safety Board 1992 - 1993
Bush-Quayle '92 1991 - 1992
American Security Bank / MNC Financial 1984 - 1991
Riggs Bank 1981 - 1984
Skills
Investments, Strategic Planning, Asset Management, Portfolio Management, Due Diligence, Mergers & Acquisitions, Private Equity, Alternative Investments, Management, Strategy
Education
Georgetown University - The McDonough School of Business 1977 — 1982
BSBA, Finance
Canterbury School 1973 — 1977
GPA 1969 — 1973
Chevy Chase Trust January 2010 - Present
Bessemer Trust 2005 - 2009
US Trust 1998 - 2005
Mellon Bank 1993 - 1998
National Transportation Safety Board 1992 - 1993
Bush-Quayle '92 1991 - 1992
American Security Bank / MNC Financial 1984 - 1991
Riggs Bank 1981 - 1984
Skills
Investments, Strategic Planning, Asset Management, Portfolio Management, Due Diligence, Mergers & Acquisitions, Private Equity, Alternative Investments, Management, Strategy
Education
Georgetown University - The McDonough School of Business 1977 — 1982
BSBA, Finance
Canterbury School 1973 — 1977
GPA 1969 — 1973
Jonathan Tucker's Bessemer Trust Experience January 2015 - July 2015
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors August 2015 - Present
Bessemer Trust January 2015 - July 2015
Bessemer Trust October 2012 - December 2014
Bessemer Trust 2011 - September 2012
Bessemer Trust 2003 - 2010
Bear Stearns 1999 - 2002
Skills
Asset Allocation, Hedge Funds, Equities, Alternative Investments, Asset Management, Investments, Portfolio Management, Investment Strategies
Education
Hamilton College 1995 — 1999
BA, Economics
Tenafly High School 1991 — 1995
Summit Rock Advisors August 2015 - Present
Bessemer Trust January 2015 - July 2015
Bessemer Trust October 2012 - December 2014
Bessemer Trust 2011 - September 2012
Bessemer Trust 2003 - 2010
Bear Stearns 1999 - 2002
Skills
Asset Allocation, Hedge Funds, Equities, Alternative Investments, Asset Management, Investments, Portfolio Management, Investment Strategies
Education
Hamilton College 1995 — 1999
BA, Economics
Tenafly High School 1991 — 1995
Dana Check's Bessemer Trust Experience February 1990 - Present
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 1990 - Present
Merrill Lynch September 1988 - February 1990
Skills
Alternative Investments, Process Improvement, Asset Management, Wealth Management..., Family Office, Hedge Funds, Wealth Management, Management, Project Management, Strategic Planning, Asset Allocation, Investments, Banking, Risk Management, Analysis, Asset Managment, Training, Vendor Management, Financial Services, Business Analysis, Team Building, Team Leadership, Private Equity, Finance, Trust Services, KYC, Access, Trust Management, Wealth, CRM, Business Development, Print Management, Output Management, Superior Client Service, Procedure Creation, Business Process..., Envelopes, Back Office, Financial Statements, Mailers, Staff Development, New Account Opening, Fund Administration, Investor Relations, Sales Force Development, Equities
Education
Fairleigh Dickinson University 1985 — 1988
BA, Arts/English
Penn State University 1984 — 1985
Bessemer Trust February 1990 - Present
Merrill Lynch September 1988 - February 1990
Skills
Alternative Investments, Process Improvement, Asset Management, Wealth Management..., Family Office, Hedge Funds, Wealth Management, Management, Project Management, Strategic Planning, Asset Allocation, Investments, Banking, Risk Management, Analysis, Asset Managment, Training, Vendor Management, Financial Services, Business Analysis, Team Building, Team Leadership, Private Equity, Finance, Trust Services, KYC, Access, Trust Management, Wealth, CRM, Business Development, Print Management, Output Management, Superior Client Service, Procedure Creation, Business Process..., Envelopes, Back Office, Financial Statements, Mailers, Staff Development, New Account Opening, Fund Administration, Investor Relations, Sales Force Development, Equities
Education
Fairleigh Dickinson University 1985 — 1988
BA, Arts/English
Penn State University 1984 — 1985
Hilary Hayes's Bessemer Trust Experience October 2005 - July 2010
Job Equity Research Analyst
Industry Financial Services
Experience
Hudson Hil's November 2010 - Present
Bessemer Trust October 2005 - July 2010
Victory SBSF Capital Management May 2000 - August 2005
Victory SBSF 1998 - 2005
Skills
Equities, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Banking, Leadership, Asset Management, Management, Financial Services, Finance, Wealth Management, Strategic Planning
Education
Dickinson College 1990 — 1994
BS, Biology
Hudson Hil's November 2010 - Present
Bessemer Trust October 2005 - July 2010
Victory SBSF Capital Management May 2000 - August 2005
Victory SBSF 1998 - 2005
Skills
Equities, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Banking, Leadership, Asset Management, Management, Financial Services, Finance, Wealth Management, Strategic Planning
Education
Dickinson College 1990 — 1994
BS, Biology
Peter Krieger Jr.'s Bessemer Trust Experience January 2014 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust January 2014 - Present
SunGard Capital Markets January 2013 - December 2013
SunGard Capital Markets October 2011 - December 2012
Education
Denison University 2007 — 2011
BA, Political Science, Environmental Studies
New Canaan High School 2004 — 2007
Bessemer Trust January 2014 - Present
SunGard Capital Markets January 2013 - December 2013
SunGard Capital Markets October 2011 - December 2012
Education
Denison University 2007 — 2011
BA, Political Science, Environmental Studies
New Canaan High School 2004 — 2007
Richard Mirabito's Bessemer Trust Experience May 2014 - Present
Job Assistant Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2014 - Present
Marwood Group April 2013 - November 2013
Newmark Knight Frank September 2011 - April 2013
Cushman & Wakefield June 2011 - July 2011
NBT Bank June 2009 - August 2009
Mirabito Energy Products June 2008 - August 2008
Skills
Corporate Real Estate, Business Development, Financial Modeling, Market Research, Consulting, Negotiations
Education
Georgetown University 2010 — 2011
Master's Degree, Sports Industry Management
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Management
Bessemer Trust May 2014 - Present
Marwood Group April 2013 - November 2013
Newmark Knight Frank September 2011 - April 2013
Cushman & Wakefield June 2011 - July 2011
NBT Bank June 2009 - August 2009
Mirabito Energy Products June 2008 - August 2008
Skills
Corporate Real Estate, Business Development, Financial Modeling, Market Research, Consulting, Negotiations
Education
Georgetown University 2010 — 2011
Master's Degree, Sports Industry Management
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Management
Susan Joseph's Bessemer Trust Experience August 2006 - October 2010
Job Project Manager at AIG
Industry Insurance
Experience
AIG May 2015 - Present
Saks Fifth Avenue January 2011 - November 2013
Bessemer Trust August 2006 - October 2010
Ferguson Enterprises March 2006 - June 2006
NEC June 1999 - June 2006
AIG August 2003 - December 2005
Janssen, Pharmaceutical Companies of Johnson and Johnson July 2000 - July 2003
Roche October 1999 - June 2000
Skills
Cognos, Data Warehousing, Business Intelligence, Project Management, Agile Methodologies, Six Sigma, ETL, Data Modeling, Business Analytics, Business Analysis, SDLC, Oracle, OBIEE, Teradata, Unix, Qlikview, Big Data, SQL
Education
Mahatma Gandhi University
Master of Business Administration (MBA), Finance
AIG May 2015 - Present
Saks Fifth Avenue January 2011 - November 2013
Bessemer Trust August 2006 - October 2010
Ferguson Enterprises March 2006 - June 2006
NEC June 1999 - June 2006
AIG August 2003 - December 2005
Janssen, Pharmaceutical Companies of Johnson and Johnson July 2000 - July 2003
Roche October 1999 - June 2000
Skills
Cognos, Data Warehousing, Business Intelligence, Project Management, Agile Methodologies, Six Sigma, ETL, Data Modeling, Business Analytics, Business Analysis, SDLC, Oracle, OBIEE, Teradata, Unix, Qlikview, Big Data, SQL
Education
Mahatma Gandhi University
Master of Business Administration (MBA), Finance
Jesse Boomsma-Gold's Bessemer Trust Experience June 2015 - Present
Job Associate Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Kenyon College 2007 — 2011
BA, Economics, Public Policy
Bessemer Trust June 2015 - Present
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Kenyon College 2007 — 2011
BA, Economics, Public Policy
Christian Milano's Bessemer Trust Experience August 2005 - June 2007
Job Associate Manager, Mutual Fund Administration Prudential
Industry Financial Services
Experience
Prudential Financial November 2011 - Present
State Street June 2007 - August 2011
Bessemer Trust August 2005 - June 2007
State Street July 2004 - August 2005
State Street July 2003 - July 2004
Merrill Lynch / State Street August 1998 - July 2003
Topel & Silver, CPA's February 1997 - June 1998
Skills
Mutual Funds, Fixed Income, Real Estate Private..., Fund Accounting, Financial Statement..., Swaps, Foreign Exchange, Hedge Funds, Bloomberg, Alternative Investments, Auditing, Financial Statements, Payroll, Account Reconciliation, General Ledger, Microsoft Excel, Financial Services, Equities
Education
Seton Hall University
Bachelors Of Science, Accounting
Long Island University
Communications
Prudential Financial November 2011 - Present
State Street June 2007 - August 2011
Bessemer Trust August 2005 - June 2007
State Street July 2004 - August 2005
State Street July 2003 - July 2004
Merrill Lynch / State Street August 1998 - July 2003
Topel & Silver, CPA's February 1997 - June 1998
Skills
Mutual Funds, Fixed Income, Real Estate Private..., Fund Accounting, Financial Statement..., Swaps, Foreign Exchange, Hedge Funds, Bloomberg, Alternative Investments, Auditing, Financial Statements, Payroll, Account Reconciliation, General Ledger, Microsoft Excel, Financial Services, Equities
Education
Seton Hall University
Bachelors Of Science, Accounting
Long Island University
Communications
Ray Shearer's Bessemer Trust Experience April 2013 - Present
Job Help Desk Specialist at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust April 2013 - Present
Bessemer Trust April 2011 - March 2013
Education
DeVry University 2008 — 2011
Associate of Applied Science in Computer Network Administration
Full Sail University 2003 — 2004
Associate of Science Degree in Film and Video Production
Bessemer Trust April 2013 - Present
Bessemer Trust April 2011 - March 2013
Education
DeVry University 2008 — 2011
Associate of Applied Science in Computer Network Administration
Full Sail University 2003 — 2004
Associate of Science Degree in Film and Video Production
Jacqueline Grofik's Bessemer Trust Experience April 2015 - Present
Job Associate Human Resources Advisor
Industry Human Resources
Experience
Bessemer Trust April 2015 - Present
Citi November 2013 - April 2015
York Capital Management, LLC June 2013 - August 2013
James Madison University August 2009 - May 2013
James Madison University August 2012 - December 2012
James Madison University Student Development Center August 2012 - November 2012
Pederson-Kraig Center August 2012 - November 2012
Education
James Madison University 2009 — 2013
Bachelor of Arts, Psychology
St. Anthony's High School
Bessemer Trust April 2015 - Present
Citi November 2013 - April 2015
York Capital Management, LLC June 2013 - August 2013
James Madison University August 2009 - May 2013
James Madison University August 2012 - December 2012
James Madison University Student Development Center August 2012 - November 2012
Pederson-Kraig Center August 2012 - November 2012
Education
James Madison University 2009 — 2013
Bachelor of Arts, Psychology
St. Anthony's High School
Stone Cao's Bessemer Trust Experience May 2015 - Present
Job Portfolio Strategy Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2015 - Present
The Windham Group February 2014 - April 2015
The Rockwell Financial Group August 2013 - February 2014
Liquidity Works, Inc. May 2011 - August 2011
Skills
Financial Modeling, Entrepreneurship, Strategy, Business Strategy, Private Equity, Asset Management, Business Development, Market Research, Microsoft Office, Commodity Markets, Risk Management, Microsoft Excel, Investments, Research, Analysis, Venture Capital, Data Analysis, Portfolio Management, Python, R
Education
Columbia University in the City of New York 2009 — 2013
BA, Financial Economics
Noble and Greenough School 2005 — 2009
Bessemer Trust May 2015 - Present
The Windham Group February 2014 - April 2015
The Rockwell Financial Group August 2013 - February 2014
Liquidity Works, Inc. May 2011 - August 2011
Skills
Financial Modeling, Entrepreneurship, Strategy, Business Strategy, Private Equity, Asset Management, Business Development, Market Research, Microsoft Office, Commodity Markets, Risk Management, Microsoft Excel, Investments, Research, Analysis, Venture Capital, Data Analysis, Portfolio Management, Python, R
Education
Columbia University in the City of New York 2009 — 2013
BA, Financial Economics
Noble and Greenough School 2005 — 2009
Christopher Corcione's Bessemer Trust Experience January 2005 - June 2007
Job Senior Operations Officer at SAGEN Trust Company, Inc.
Industry Financial Services
Experience
SAGEN Trust Company, Inc. January 2012 - Present
SAGEN Asset Management, LP July 2007 - December 2011
Bessemer Trust January 2005 - June 2007
Deloitte Tax October 2002 - January 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Investments, Asset Management, Private Equity, CPA, Tax
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Accounting
SAGEN Trust Company, Inc. January 2012 - Present
SAGEN Asset Management, LP July 2007 - December 2011
Bessemer Trust January 2005 - June 2007
Deloitte Tax October 2002 - January 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Investments, Asset Management, Private Equity, CPA, Tax
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Accounting
Charles J. Ausperger's Bessemer Trust Experience November 1989 - Present
Job Senior Vice President & Assistant Treasurer at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust November 1989 - Present
Education
Fordham University 1981 — 1985
BS, Finance
Bessemer Trust November 1989 - Present
Education
Fordham University 1981 — 1985
BS, Finance
Kevin Weschler's Bessemer Trust Experience June 2012 - Present
Job Senior Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust June 2012 - Present
Skills
CTFA, Series 7, Series 63
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
M.B.A., Finance
Lehigh University 1999 — 2003
B.S., Economics
Bessemer Trust June 2012 - Present
Skills
CTFA, Series 7, Series 63
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
M.B.A., Finance
Lehigh University 1999 — 2003
B.S., Economics
Janet Pressel's Bessemer Trust Experience 1998 - 2003
Job Owner at Inn at Glencairn
Industry Hospitality
Experience
Inn at Glencairn 2003 - Present
Bessemer Trust 1998 - 2003
NatWest Securities 1996 - 1998
Education
New York University, Stern School of Business 1994 — 1996
MBA
Kent State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and International Business
Inn at Glencairn 2003 - Present
Bessemer Trust 1998 - 2003
NatWest Securities 1996 - 1998
Education
New York University, Stern School of Business 1994 — 1996
MBA
Kent State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and International Business
ALICE DASILVA's Bessemer Trust Experience January 1991 - November 2003
Job OFFICE MANAGER at JPS COLLISION INC
Industry Automotive
Experience
JPS COLLISION INC January 2004 - Present
Bessemer Trust January 1991 - November 2003
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Purchasing, Outlook, Accounts Payable, Inventory Management, Accounts Receivable, Payroll, Budgets, QuickBooks, Automotive, Bookkeeping, Employee Benefits, Business Development, Events Coordination, Office Management
Education
DeVry University 1989 — 1990
JPS COLLISION INC January 2004 - Present
Bessemer Trust January 1991 - November 2003
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Purchasing, Outlook, Accounts Payable, Inventory Management, Accounts Receivable, Payroll, Budgets, QuickBooks, Automotive, Bookkeeping, Employee Benefits, Business Development, Events Coordination, Office Management
Education
DeVry University 1989 — 1990
O'Keeffe James's Bessemer Trust Experience December 2000 - Present
Job Equity Trader at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2000 - Present
Education
Marist College
Bessemer Trust December 2000 - Present
Education
Marist College
Jean Grier's Bessemer Trust Experience 2006 - 2007
Job ADMINISTRATIVE ASSISTANT Investment Banking
Industry Investment Banking
Experience
Room to Breathe 2011 - Present
Family Caregiver 2008 - 2010
Bessemer Trust 2006 - 2007
Credit Suisse 2004 - 2005
UBS Investment Bank 2001 - 2003
Paine Webber 1999 - 2001
Morgan Stanley 1998 - 1999
ING 1997 - 1998
Lehman Brothers 1996 - 1997
Barclays 1993 - 1996
Skills
Concur, Outlook, Microsoft Word, Trading Floor, Phone Turret, Dictaphone, Typing: 70 wpm, Word Processing, Proofreading, Phone Etiquette, Travel Arrangements, Discretion, Confidentiality, Multi Tasking, Customer Service, Time Management, Dedicated Professional, Loyal, Prompt, Microsoft Office, Microsoft Excel, RFP, Timeslips, PowerPoint, Internet, Bloomberg Terminal, Reuters, Wordperfect, ACT!
Education
Fort Lewis College 1982 — 1985
Bachelor's degree, Psychology / Sociology / English
DePauw University 1981 — 1982
Elementary Education and Teaching / Psychology
Room to Breathe 2011 - Present
Family Caregiver 2008 - 2010
Bessemer Trust 2006 - 2007
Credit Suisse 2004 - 2005
UBS Investment Bank 2001 - 2003
Paine Webber 1999 - 2001
Morgan Stanley 1998 - 1999
ING 1997 - 1998
Lehman Brothers 1996 - 1997
Barclays 1993 - 1996
Skills
Concur, Outlook, Microsoft Word, Trading Floor, Phone Turret, Dictaphone, Typing: 70 wpm, Word Processing, Proofreading, Phone Etiquette, Travel Arrangements, Discretion, Confidentiality, Multi Tasking, Customer Service, Time Management, Dedicated Professional, Loyal, Prompt, Microsoft Office, Microsoft Excel, RFP, Timeslips, PowerPoint, Internet, Bloomberg Terminal, Reuters, Wordperfect, ACT!
Education
Fort Lewis College 1982 — 1985
Bachelor's degree, Psychology / Sociology / English
DePauw University 1981 — 1982
Elementary Education and Teaching / Psychology
Raymond Donovan's Bessemer Trust Experience February 2012 - Present
Job Retired at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2012 - Present
Bessemer Trust June 1996 - February 2012
Exxon Company USA October 1968 - June 1991
Skills
Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Investments, Equities, Investment Management, Portfolio Management, Series 7, Fixed Income, Investment Advisory
Education
Kean University
Computer Science
St. Peter's College Jersey City, NJ
Business Mgmt.
Bessemer Trust February 2012 - Present
Bessemer Trust June 1996 - February 2012
Exxon Company USA October 1968 - June 1991
Skills
Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Investments, Equities, Investment Management, Portfolio Management, Series 7, Fixed Income, Investment Advisory
Education
Kean University
Computer Science
St. Peter's College Jersey City, NJ
Business Mgmt.
Marsha Holly's Bessemer Trust Experience April 2004 - Present
Job Associate Vice President, Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2004 - Present
Lehman Brothers 1999 - 2003
Jennison Associates LLC 1997 - 1999
Morgan Stanley 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Citi 1992 - 1993
Skills
Series 7, Series 63, Portfolio Management, Trusts, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Investments
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.)
Collège Jean-de-Brébeuf 1985 — 1987
DEC - Sciences, lettres et art
Collège Jean de la Mennais 1981 — 1985
Bessemer Trust April 2004 - Present
Lehman Brothers 1999 - 2003
Jennison Associates LLC 1997 - 1999
Morgan Stanley 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Citi 1992 - 1993
Skills
Series 7, Series 63, Portfolio Management, Trusts, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Investments
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.)
Collège Jean-de-Brébeuf 1985 — 1987
DEC - Sciences, lettres et art
Collège Jean de la Mennais 1981 — 1985
Daphne L. Richards's Bessemer Trust Experience November 1999 - May 2014
Job Senior investment professional in the asset management industry with 21+ years of hedge fund investing experience.
Industry Financial Services
Experience
Bessemer Trust November 1999 - May 2014
Frank Russell Company, Russell Private Investment Services December 1996 - November 1999
Union Bank of Switzerland July 1993 - November 1996
Credit Suisse February 1990 - July 1993
Hambro International Venture Fund June 1988 - June 1989
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Asset Allocation, Risk Management, Client Relations Skills, New Business Development, Strategic Planning, Team Building, Financial Analysis, Research, Customer Service, Banking, Microsoft Office, Microsoft Word, Windows, PowerPoint, Microsoft Excel, Outlook, English, Budgets, HTML, Public Speaking, Negotiation, Accounting, Java, Teaching
Education
Georgetown University
Bachelor of Arts (B.A.), Major in English Literature, Minor in French Literature
Georgetown University, Washington D.C.
Bachelor's Degree, English Literature
Bessemer Trust November 1999 - May 2014
Frank Russell Company, Russell Private Investment Services December 1996 - November 1999
Union Bank of Switzerland July 1993 - November 1996
Credit Suisse February 1990 - July 1993
Hambro International Venture Fund June 1988 - June 1989
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Asset Allocation, Risk Management, Client Relations Skills, New Business Development, Strategic Planning, Team Building, Financial Analysis, Research, Customer Service, Banking, Microsoft Office, Microsoft Word, Windows, PowerPoint, Microsoft Excel, Outlook, English, Budgets, HTML, Public Speaking, Negotiation, Accounting, Java, Teaching
Education
Georgetown University
Bachelor of Arts (B.A.), Major in English Literature, Minor in French Literature
Georgetown University, Washington D.C.
Bachelor's Degree, English Literature