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
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Bessemer Trust Employees
Employee
Years
Job
Industry
Andrea Alvino Andrea Alvino's Bessemer Trust Experience January 2015 - Present
Job Senior Vice President, Senior Human Resources Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust February 2013 - Present
thebigword June 2008 - February 2013
Xtreme Technologies September 2007 - June 2008
Skills
Human Resources, Recruiting, Multilingual, Talent Management, Talent Acquisition, Employee Relations, Onboarding, Performance Management, Employee Engagement, Applicant Tracking..., Succession Planning, Management, Globalization, Employee Benefits, Leadership Development, Interpreting, Employee Training, Personnel Management, Employment Law, Interviews, HRIS
Education
New York University 2009 — 2011
Masters, Human Resource Development
University of Toledo 2003 — 2007
BA, Human Resource Management
Bessemer Trust January 2015 - Present
Bessemer Trust February 2013 - Present
thebigword June 2008 - February 2013
Xtreme Technologies September 2007 - June 2008
Skills
Human Resources, Recruiting, Multilingual, Talent Management, Talent Acquisition, Employee Relations, Onboarding, Performance Management, Employee Engagement, Applicant Tracking..., Succession Planning, Management, Globalization, Employee Benefits, Leadership Development, Interpreting, Employee Training, Personnel Management, Employment Law, Interviews, HRIS
Education
New York University 2009 — 2011
Masters, Human Resource Development
University of Toledo 2003 — 2007
BA, Human Resource Management
Teresa Principe Teresa Principe's Bessemer Trust Experience July 2014 - Present
Job Senior Vice President / Senior Wealth Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2014 - Present
Springboard Enterprises May 2012 - Present
The Children's Storefront May 2002 - Present
Goldman Sachs June 2010 - May 2014
Education
University of Pennsylvania Law School
JD
University of Pennsylvania - The Wharton School
Business and Public Policy
Princeton University
AB, English
Convent of the Sacred Heart, Greenwich CT
Bessemer Trust July 2014 - Present
Springboard Enterprises May 2012 - Present
The Children's Storefront May 2002 - Present
Goldman Sachs June 2010 - May 2014
Education
University of Pennsylvania Law School
JD
University of Pennsylvania - The Wharton School
Business and Public Policy
Princeton University
AB, English
Convent of the Sacred Heart, Greenwich CT
Alex Pavelock's Bessemer Trust Experience July 2014 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Minich MacGregor Wealth Management September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
J. Patrick & Associates May 2011 - August 2012
Bright Horizons at Casperkill June 2007 - August 2010
Skills
Microsoft Word, Social Media, Telecommunications, PowerPoint, Microsoft Excel, Sales
Education
Skidmore College 2010 — 2014
BA, Business and Economics, Honors, Delta Omicron Epsilon
Bessemer Trust July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Minich MacGregor Wealth Management September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
J. Patrick & Associates May 2011 - August 2012
Bright Horizons at Casperkill June 2007 - August 2010
Skills
Microsoft Word, Social Media, Telecommunications, PowerPoint, Microsoft Excel, Sales
Education
Skidmore College 2010 — 2014
BA, Business and Economics, Honors, Delta Omicron Epsilon
Timothy O'Hare Timothy O'Hare's Bessemer Trust Experience 2002 - 2006
Job Senior Vice President at Lazard Wealth Management, LLC
Industry Financial Services
Experience
Lazard Wealth Management,LLC August 2010 - Present
UBS July 2006 - August 2010
Bessemer Trust 2002 - 2006
Merrill Lynch September 1998 - December 2002
Skills
Wealth Management, Estate Planning, High Net Worth..., Alternative Investments, Asset Managment, Securities, Private Equity, Asset Allocation, Investments, Investment Advisory, Trust Services, Strategic Financial..., Trusts, Retirement Planning, Estate Tax Planning, Corporate Tax, Tax, Hedge Funds, Equities, Mutual Funds, Financial Advisory, Investment Management, Financial Services, Family Office, CPA, Wealth Management..., Investment Strategies, Asset Management, Financial Planning
Education
Seton Hall University 1999 — 2001
MS, Taxation
Seton Hall University 1983 — 1986
BA, Accounting
Lazard Wealth Management,LLC August 2010 - Present
UBS July 2006 - August 2010
Bessemer Trust 2002 - 2006
Merrill Lynch September 1998 - December 2002
Skills
Wealth Management, Estate Planning, High Net Worth..., Alternative Investments, Asset Managment, Securities, Private Equity, Asset Allocation, Investments, Investment Advisory, Trust Services, Strategic Financial..., Trusts, Retirement Planning, Estate Tax Planning, Corporate Tax, Tax, Hedge Funds, Equities, Mutual Funds, Financial Advisory, Investment Management, Financial Services, Family Office, CPA, Wealth Management..., Investment Strategies, Asset Management, Financial Planning
Education
Seton Hall University 1999 — 2001
MS, Taxation
Seton Hall University 1983 — 1986
BA, Accounting
John Cardinale John Cardinale's Bessemer Trust Experience October 2013 - June 2015
Job SEO Strategist at ConvergeDirect
Industry Environmental Services
Experience
ConvergeDirect June 2015 - Present
Bessemer Trust October 2013 - June 2015
Rutgers University May 2012 - August 2013
Noaa National Weather Service May 2012 - August 2012
United States Department of Defense June 2009 - September 2011
Skills
Research, Matlab, Microsoft Office, PowerPoint, Microsoft Excel, Environmental Science, Environmental Awareness, Customer Service, AWIPS, Microsoft Word, Public Speaking, Photoshop, Linux, Training, Proposal Writing, Data Analysis, Social Media, Analysis, Journal Entries, G/L Reconciliations, Social Networking, Leadership, Event Planning, SEO, Content Marketing, Sustainability, Employee Engagement, Performance Management
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management, 4.0
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
BS, Meteorology, 3.6
St John Vianney High School 2005 — 2009
High School
ConvergeDirect June 2015 - Present
Bessemer Trust October 2013 - June 2015
Rutgers University May 2012 - August 2013
Noaa National Weather Service May 2012 - August 2012
United States Department of Defense June 2009 - September 2011
Skills
Research, Matlab, Microsoft Office, PowerPoint, Microsoft Excel, Environmental Science, Environmental Awareness, Customer Service, AWIPS, Microsoft Word, Public Speaking, Photoshop, Linux, Training, Proposal Writing, Data Analysis, Social Media, Analysis, Journal Entries, G/L Reconciliations, Social Networking, Leadership, Event Planning, SEO, Content Marketing, Sustainability, Employee Engagement, Performance Management
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management, 4.0
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
BS, Meteorology, 3.6
St John Vianney High School 2005 — 2009
High School
Jackie Totilo Jackie Totilo's Bessemer Trust Experience October 1993 - May 1999
Job Fundraising and Development at The Spinal Cord Injury Project
Industry Health, Wellness and Fitness
Experience
The Spinal Cord Injury Project April 2015 - Present
The Jim Bennett Foundation for Spinal Cord Injury Research July 2005 - Present
Next Generation Fitness, LLC July 2012 - December 2014
LES PTA September 2010 - June 2012
LES PTA September 2008 - June 2010
Bessemer Trust October 1993 - May 1999
Arthur Andersen & Co. September 1988 - October 1993
Skills
Public Speaking, Consulting, Leadership, Team Building, Fitness, Auditing, Elementary Education, Small Business, Financial Reporting, Accounting, Internal Controls, Cash Flow, Budgeting, SEC Financial Reporting
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor's degree
The Spinal Cord Injury Project April 2015 - Present
The Jim Bennett Foundation for Spinal Cord Injury Research July 2005 - Present
Next Generation Fitness, LLC July 2012 - December 2014
LES PTA September 2010 - June 2012
LES PTA September 2008 - June 2010
Bessemer Trust October 1993 - May 1999
Arthur Andersen & Co. September 1988 - October 1993
Skills
Public Speaking, Consulting, Leadership, Team Building, Fitness, Auditing, Elementary Education, Small Business, Financial Reporting, Accounting, Internal Controls, Cash Flow, Budgeting, SEC Financial Reporting
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor's degree
Harris Bogner Harris Bogner's Bessemer Trust Experience 2001 - 2006
Job Chief Compliance Officer Asset & Wealth Management
Industry Investment Management
Experience
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald February 2014 - March 2015
Avalon Lake Partners, LLC January 2012 - January 2014
Compliance Consultant January 2011 - December 2011
Cadogan Management, LLC July 2007 - December 2010
ABP Investments US, Inc. 2006 - 2007
Bessemer Trust 2001 - 2006
Morgan Stanley Investment Management 1999 - 2000
Paine Webber 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Private Equity, Fund Of Funds, Registered Investment..., CCO, Compliance Audits, Regulatory Reporting, Registration, Broker Dealer Regulation, Broker-Dealer, Asset Management, Finance, Start-ups, Due Diligence, Securities
Education
New York Law School 1995 — 1998
JD
University at Albany, SUNY 1991 — 1995
BA, Political Science
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald February 2014 - March 2015
Avalon Lake Partners, LLC January 2012 - January 2014
Compliance Consultant January 2011 - December 2011
Cadogan Management, LLC July 2007 - December 2010
ABP Investments US, Inc. 2006 - 2007
Bessemer Trust 2001 - 2006
Morgan Stanley Investment Management 1999 - 2000
Paine Webber 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Private Equity, Fund Of Funds, Registered Investment..., CCO, Compliance Audits, Regulatory Reporting, Registration, Broker Dealer Regulation, Broker-Dealer, Asset Management, Finance, Start-ups, Due Diligence, Securities
Education
New York Law School 1995 — 1998
JD
University at Albany, SUNY 1991 — 1995
BA, Political Science
Nicholas Emguschowa Nicholas Emguschowa's Bessemer Trust Experience February 2011 - August 2014
Job Associate at Shearman & Sterling LLP
Industry Investment Management
Experience
Shearman & Sterling LLP October 2014 - Present
Bessemer Trust February 2011 - August 2014
Shearman & Sterling LLP May 2013 - August 2013
Blue Sky MLS, Inc. February 2009 - February 2011
Hennion & Walsh May 2008 - October 2008
Stevens, Hinds & White, P.C. May 2007 - August 2007
Skills
Investment Company Act, Investments, Hedge Funds, Asset Management, Due Diligence, Trading, Securities, Series 7, Risk Management, Derivatives, Equities, Fixed Income, Blue Sky, Mutual Funds, Securities Regulation, Financial Services, Finance, Wealth Management, FINRA
Education
New York Law School 2010 — 2013
Juris Doctor
Montclair State University 2009 — 2010
Post-B.A. Degree in Paralegal Studies
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Shearman & Sterling LLP October 2014 - Present
Bessemer Trust February 2011 - August 2014
Shearman & Sterling LLP May 2013 - August 2013
Blue Sky MLS, Inc. February 2009 - February 2011
Hennion & Walsh May 2008 - October 2008
Stevens, Hinds & White, P.C. May 2007 - August 2007
Skills
Investment Company Act, Investments, Hedge Funds, Asset Management, Due Diligence, Trading, Securities, Series 7, Risk Management, Derivatives, Equities, Fixed Income, Blue Sky, Mutual Funds, Securities Regulation, Financial Services, Finance, Wealth Management, FINRA
Education
New York Law School 2010 — 2013
Juris Doctor
Montclair State University 2009 — 2010
Post-B.A. Degree in Paralegal Studies
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Jonathan Caminiti Jonathan Caminiti's Bessemer Trust Experience May 2014 - April 2015
Job Datacenter Operations Globle IT Services at EY
Industry Information Technology and Services
Experience
EY June 2015 - Present
Freelance April 2007 - Present
Sportech inc August 2011 - June 2015
Bessemer Trust May 2014 - April 2015
Verizon October 2013 - February 2014
NASDAQ OMX September 2012 - October 2012
Sea Gull's Nest April 2005 - July 2011
Enterprise Engineering, Inc. November 2010 - May 2011
Skills
Windows, PowerPoint, Software Documentation, Microsoft Excel, Microsoft Office, Word, Excel, Project Management, Advertising, Team Management, Troubleshooting, TCP/IP, Data Center, Cabling, Computer Hardware, Hard Drives, Conflict Management, Inventory Management, Network Administration, Servers, Windows Server, Technical Support, Information Technology, Networking, System Administration, Windows 7, Vendor Management, Management, Hardware, Software Installation, Linux, WAN, Leadership, Customer Service, Social Networking, Marketing, Research, Business Analysis
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
EY June 2015 - Present
Freelance April 2007 - Present
Sportech inc August 2011 - June 2015
Bessemer Trust May 2014 - April 2015
Verizon October 2013 - February 2014
NASDAQ OMX September 2012 - October 2012
Sea Gull's Nest April 2005 - July 2011
Enterprise Engineering, Inc. November 2010 - May 2011
Skills
Windows, PowerPoint, Software Documentation, Microsoft Excel, Microsoft Office, Word, Excel, Project Management, Advertising, Team Management, Troubleshooting, TCP/IP, Data Center, Cabling, Computer Hardware, Hard Drives, Conflict Management, Inventory Management, Network Administration, Servers, Windows Server, Technical Support, Information Technology, Networking, System Administration, Windows 7, Vendor Management, Management, Hardware, Software Installation, Linux, WAN, Leadership, Customer Service, Social Networking, Marketing, Research, Business Analysis
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
Rebecca Patterson Rebecca Patterson's Bessemer Trust Experience July 2012 - Present
Job Chief Investment Officer at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2012 - Present
J.P. Morgan 1997 - 2012
Skills
Hedge Funds, Equities, Alternative Investments
Education
New York University 2004 — 2005
Master of Business Administration (MBA)
Johns Hopkins SAIS 1994 — 1995
Master of Arts (M.A.), International Economics
Bessemer Trust July 2012 - Present
J.P. Morgan 1997 - 2012
Skills
Hedge Funds, Equities, Alternative Investments
Education
New York University 2004 — 2005
Master of Business Administration (MBA)
Johns Hopkins SAIS 1994 — 1995
Master of Arts (M.A.), International Economics
Munj Rawal Munj Rawal's Bessemer Trust Experience August 2015 - Present
Job Operations Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bessemer Trust August 2015 - Present
Bank of New York Mellon June 2010 - Present
Skills
Microsoft Office, Excel, Access, Outlook, Word, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Analysis, Financial Analysis, Accounting, Securities, Bloomberg, Banking, Equities, Fixed Income, Hedge Funds, Finance, Investments, Financial Modeling, Fund Accounting, Financial Services, Financial Reporting, Business Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2009
Bachelor of Science, Finance
Bessemer Trust August 2015 - Present
Bank of New York Mellon June 2010 - Present
Skills
Microsoft Office, Excel, Access, Outlook, Word, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Analysis, Financial Analysis, Accounting, Securities, Bloomberg, Banking, Equities, Fixed Income, Hedge Funds, Finance, Investments, Financial Modeling, Fund Accounting, Financial Services, Financial Reporting, Business Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2009
Bachelor of Science, Finance
Courtney Moriarty Courtney Moriarty's Bessemer Trust Experience July 2015 - Present
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust July 2015 - Present
Ropart Asset Management May 2013 - July 2015
LogicSource, Inc. August 2012 - February 2013
LogicSource, Inc. February 2012 - July 2012
Ralph Lauren June 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Social Media, Outlook, Microsoft Excel, Salesforce.com, Concur
Education
Southern Connecticut State University 2007 — 2012
Bachelor of Science (B.S.), Interpersonal and Relational Communication
Bessemer Trust July 2015 - Present
Ropart Asset Management May 2013 - July 2015
LogicSource, Inc. August 2012 - February 2013
LogicSource, Inc. February 2012 - July 2012
Ralph Lauren June 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Social Media, Outlook, Microsoft Excel, Salesforce.com, Concur
Education
Southern Connecticut State University 2007 — 2012
Bachelor of Science (B.S.), Interpersonal and Relational Communication
Brad Madison's Bessemer Trust Experience March 2000 - May 2015
Job madison@bpmadison.com 847.710.5677
Industry Investment Management
Experience
Bessemer Trust March 2000 - May 2015
First Chicago Corp. May 1990 - March 2000
Chicago Board of Trade August 1989 - May 1990
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Economics
Bessemer Trust March 2000 - May 2015
First Chicago Corp. May 1990 - March 2000
Chicago Board of Trade August 1989 - May 1990
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Economics
Renée Richardson-Yearty Renée Richardson-Yearty's Bessemer Trust Experience March 2008 - July 2012
Job Business Operations Specialist at NRG Energy
Industry Renewables & Environment
Experience
NRG Energy April 2015 - Present
AXA US March 2013 - May 2014
Bessemer Trust March 2008 - July 2012
SAINT BARNABAS MEDICAL CENTER June 2002 - March 2008
Goldman Sachs April 1997 - March 2002
Skills
Proficient in Windows..., Health Insurance, Clinical Research, Healthcare Management, HIPAA, Hospitals, Healthcare Information..., Medical Terminology, Dictaphone, Economics, Private Equity, Equity Research, Equities, Investments, Bloomberg, Access, Training, Microsoft Office, Leadership, Analysis, Budgets
Education
Seton Hall University
Master of Public Administration (M.P.A.), Health Care Administration/Management and Public Policy
New York University - Leonard N. Stern School of Business
Bachelor of Applied Science (B.A.Sc.), Economics and International Business
NRG Energy April 2015 - Present
AXA US March 2013 - May 2014
Bessemer Trust March 2008 - July 2012
SAINT BARNABAS MEDICAL CENTER June 2002 - March 2008
Goldman Sachs April 1997 - March 2002
Skills
Proficient in Windows..., Health Insurance, Clinical Research, Healthcare Management, HIPAA, Hospitals, Healthcare Information..., Medical Terminology, Dictaphone, Economics, Private Equity, Equity Research, Equities, Investments, Bloomberg, Access, Training, Microsoft Office, Leadership, Analysis, Budgets
Education
Seton Hall University
Master of Public Administration (M.P.A.), Health Care Administration/Management and Public Policy
New York University - Leonard N. Stern School of Business
Bachelor of Applied Science (B.A.Sc.), Economics and International Business
Scott Sandstrom Scott Sandstrom's Bessemer Trust Experience December 2005 - August 2014
Job
Industry Investment Management
Experience
Bessemer Trust December 2005 - August 2014
SASCOMNET, Inc September 1998 - November 2005
Network Telephone 2002 - 2005
Nuvox Communications April 2000 - September 2001
Qwest Communications 1994 - August 1998
Skills
Venture Capital, Private Equity, Asset Managment, Investment Management, Financial Analysis, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Due Diligence, Alternative Investments, Investment Strategies, Wealth Management, Emerging Markets, Investment Advisory, Valuation, Portfolio Management, Fixed Income, Securities, Investment Banking, Mutual Funds, Capital Markets, Fund Of Funds, Series 7, Investor Relations, Corporate Finance, Financial Modeling, Financial Services, Wealth Management..., Mergers & Acquisitions, Strategic Financial..., High Net Worth..., Financial Planning
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
Bessemer Trust December 2005 - August 2014
SASCOMNET, Inc September 1998 - November 2005
Network Telephone 2002 - 2005
Nuvox Communications April 2000 - September 2001
Qwest Communications 1994 - August 1998
Skills
Venture Capital, Private Equity, Asset Managment, Investment Management, Financial Analysis, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Due Diligence, Alternative Investments, Investment Strategies, Wealth Management, Emerging Markets, Investment Advisory, Valuation, Portfolio Management, Fixed Income, Securities, Investment Banking, Mutual Funds, Capital Markets, Fund Of Funds, Series 7, Investor Relations, Corporate Finance, Financial Modeling, Financial Services, Wealth Management..., Mergers & Acquisitions, Strategic Financial..., High Net Worth..., Financial Planning
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
Stephen Kozuch Stephen Kozuch's Bessemer Trust Experience August 1989 - March 1997
Job CoDirector of Wealth ManagementPGB Trust & Investments
Industry Financial Services
Experience
PGB Trust & Investments August 2011 - Present
US Trust/Bank of America Private Wealth Mgrmt August 2002 - August 2011
Citigroup Trust Company December 1999 - August 2002
Fleet Trust & Investment Services March 1997 - December 1999
Bessemer Trust August 1989 - March 1997
Skills
Estate Planning, Strategic Planning, New Business Development, Management, Financial Planning, High Net Worth..., Portfolio Management, Alternative Investments, Asset Management, Financial Planners, Risk Management, Financial Services, Asset Allocation, Banking, Investments, Mergers & Acquisitions, Wealth Management, Insurance, Trust Services, Financial Analysis, Investment Management, Real Estate, Series 7, Due Diligence, Investment Advisory, Finance, Wealth Management..., Strategic Financial..., Trusts
Education
Seton Hall University School of Law 1990 — 1994
JD, Income Taxation and Trusts
Saint Peter's University 1980 — 1984
BS, Accounting
PGB Trust & Investments August 2011 - Present
US Trust/Bank of America Private Wealth Mgrmt August 2002 - August 2011
Citigroup Trust Company December 1999 - August 2002
Fleet Trust & Investment Services March 1997 - December 1999
Bessemer Trust August 1989 - March 1997
Skills
Estate Planning, Strategic Planning, New Business Development, Management, Financial Planning, High Net Worth..., Portfolio Management, Alternative Investments, Asset Management, Financial Planners, Risk Management, Financial Services, Asset Allocation, Banking, Investments, Mergers & Acquisitions, Wealth Management, Insurance, Trust Services, Financial Analysis, Investment Management, Real Estate, Series 7, Due Diligence, Investment Advisory, Finance, Wealth Management..., Strategic Financial..., Trusts
Education
Seton Hall University School of Law 1990 — 1994
JD, Income Taxation and Trusts
Saint Peter's University 1980 — 1984
BS, Accounting
Ben Huang Ben Huang's Bessemer Trust Experience June 2014 - August 2014
Job Research Analyst at Bares Capital Management Inc
Industry Financial Services
Experience
Bessemer Trust June 2014 - August 2014
GENBAND May 2013 - August 2013
Bendheim Center for Finance March 2012 - December 2012
Center for Advanced Scientific Computing and Modeling May 2010 - September 2010
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
University of North Texas 2009 — 2011
Texas Academy of Math and Science, High School Diploma
Bessemer Trust June 2014 - August 2014
GENBAND May 2013 - August 2013
Bendheim Center for Finance March 2012 - December 2012
Center for Advanced Scientific Computing and Modeling May 2010 - September 2010
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
University of North Texas 2009 — 2011
Texas Academy of Math and Science, High School Diploma
Vandi Palmer's Bessemer Trust Experience April 2003 - June 2007
Job Principal at AG2 Consulting
Industry Human Resources
Experience
AG2 Consulting September 2009 - April 2012
Bessemer Trust April 2003 - June 2007
American Airlines July 2002 - April 2003
Merck 1997 - 2002
International Hospital May 1996 - August 1997
Andersen Consulting June 1995 - April 1996
Skills
Risk Management, Budgets, Investments, Employee Benefits, Outsourcing, Financial Services, Small Business, Consulting, Estate Planning, Payroll, Project Planning, Project Management, Fundraising, Event Planning, Sales, Pharmaceutical Sales, Strategic Financial..., Financial Analysis, Building Relationships, Volunteer Management, Series 65, Series 7
Education
Southern Methodist University 1999 — 2002
Master of Business Administration (MBA), Finance
Trinity University 1991 — 1995
B.S., Finance, International Business
Rockwall High School 1987 — 1991
AG2 Consulting September 2009 - April 2012
Bessemer Trust April 2003 - June 2007
American Airlines July 2002 - April 2003
Merck 1997 - 2002
International Hospital May 1996 - August 1997
Andersen Consulting June 1995 - April 1996
Skills
Risk Management, Budgets, Investments, Employee Benefits, Outsourcing, Financial Services, Small Business, Consulting, Estate Planning, Payroll, Project Planning, Project Management, Fundraising, Event Planning, Sales, Pharmaceutical Sales, Strategic Financial..., Financial Analysis, Building Relationships, Volunteer Management, Series 65, Series 7
Education
Southern Methodist University 1999 — 2002
Master of Business Administration (MBA), Finance
Trinity University 1991 — 1995
B.S., Finance, International Business
Rockwall High School 1987 — 1991
Kipp Davis Kipp Davis's Bessemer Trust Experience September 2008 - April 2009
Job Senior Manager at Pfizer (Strategy and Portfolio Management)
Industry Pharmaceuticals
Experience
Pfizer November 2013 - Present
Citi May 2013 - October 2013
Barclays Capital August 2010 - May 2013
Bessemer Trust September 2008 - April 2009
Bessemer Trust March 2004 - June 2008
Aon Risk Services June 2003 - March 2004
Skills
Hedge Funds, Alternative Investments, Equity Research, Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Portfolio Management, Equities, Fixed Income, Asset Managment, Capital Markets, Emerging Markets, Due Diligence, Derivatives, Risk Management, M&A analysis, Equity Valuation, Economics
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
Northwestern University 1999 — 2003
Bachelor of Arts (B.A.), Economics
The Packer Collegiate Institute 1984 — 1999
Pfizer November 2013 - Present
Citi May 2013 - October 2013
Barclays Capital August 2010 - May 2013
Bessemer Trust September 2008 - April 2009
Bessemer Trust March 2004 - June 2008
Aon Risk Services June 2003 - March 2004
Skills
Hedge Funds, Alternative Investments, Equity Research, Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Portfolio Management, Equities, Fixed Income, Asset Managment, Capital Markets, Emerging Markets, Due Diligence, Derivatives, Risk Management, M&A analysis, Equity Valuation, Economics
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
Northwestern University 1999 — 2003
Bachelor of Arts (B.A.), Economics
The Packer Collegiate Institute 1984 — 1999
Kelley Brandt, LSSGB Kelley Brandt, LSSGB's Bessemer Trust Experience March 2010 - May 2010
Job Executive Assistant/Project Coordinator
Industry Executive Office
Experience
Knowledge Universe August 2014 - August 2015
Knowledge Universe September 2013 - September 2014
Knowledge Universe May 2013 - August 2013
MulvannyG2 Architecture October 2012 - December 2012
Aequitas Capital Management December 2011 - July 2012
Evraz Inc NA November 2010 - July 2011
Bessemer Trust March 2010 - May 2010
KPMG March 2009 - June 2009
Goldman Sachs August 2007 - October 2008
Banc of America Securities 2005 - 2007
Skills
Account Reconciliation, Accounting, Acting, Administrative..., Budgets, CRM, Calendars, Community Outreach, Concur, Coordination, Corporate Events, Customer Service, Data Analysis, Data Entry, Databases, Due Diligence, Editing, Event Management, Event Planning, Financial Analysis, Financial Statements, Fundraising, Hotels, Human Resources, Insurance, Invoicing, Leadership, Management, Marketing, Meeting Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Musical Theatre, Office Administration, Outlook, Performing Arts, Project Management, Public Speaking, Salesforce.com, Singing, Social Media, Spreadsheets, System Administration, Teaching, Team Building, Theatre, Time Management, Training
Education
New England Conservatory of Music 2003 — 2005
MM, Vocal Performance
Pacific Lutheran University 1998 — 2002
BM, Vocal Performance
Knowledge Universe August 2014 - August 2015
Knowledge Universe September 2013 - September 2014
Knowledge Universe May 2013 - August 2013
MulvannyG2 Architecture October 2012 - December 2012
Aequitas Capital Management December 2011 - July 2012
Evraz Inc NA November 2010 - July 2011
Bessemer Trust March 2010 - May 2010
KPMG March 2009 - June 2009
Goldman Sachs August 2007 - October 2008
Banc of America Securities 2005 - 2007
Skills
Account Reconciliation, Accounting, Acting, Administrative..., Budgets, CRM, Calendars, Community Outreach, Concur, Coordination, Corporate Events, Customer Service, Data Analysis, Data Entry, Databases, Due Diligence, Editing, Event Management, Event Planning, Financial Analysis, Financial Statements, Fundraising, Hotels, Human Resources, Insurance, Invoicing, Leadership, Management, Marketing, Meeting Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Musical Theatre, Office Administration, Outlook, Performing Arts, Project Management, Public Speaking, Salesforce.com, Singing, Social Media, Spreadsheets, System Administration, Teaching, Team Building, Theatre, Time Management, Training
Education
New England Conservatory of Music 2003 — 2005
MM, Vocal Performance
Pacific Lutheran University 1998 — 2002
BM, Vocal Performance
Nancy Bitetto Nancy Bitetto's Bessemer Trust Experience January 2002 - March 2003
Job Vice President of Women's Sales at Salvatore Ferragamo
Industry Apparel & Fashion
Experience
Salvatore Ferragamo November 2011 - Present
Sergio Rossi October 2007 - November 2011
Polo Ralph Lauren May 2006 - October 2007
Valentino USA November 2003 - April 2006
Bessemer Trust January 2002 - March 2003
Merrill Lynch May 2000 - December 2001
Deloitte September 1997 - May 2000
Skills
Luxury Goods, Footwear, Merchandising, Wholesale, Shoes, Apparel, Visual Merchandising, Fashion, Fashion Design, Trend, Store Management, Sales, Trend Analysis, Retail, Luxury, Inventory Management, Textiles, Marketing Strategy, Retail Buying, Jewelry, Trade Shows, Fashion Buying
Education
Pace University - Lubin School of Business 1997 — 1999
MBA
Saint Peter's University 1993 — 1997
BS, Finance
Salvatore Ferragamo November 2011 - Present
Sergio Rossi October 2007 - November 2011
Polo Ralph Lauren May 2006 - October 2007
Valentino USA November 2003 - April 2006
Bessemer Trust January 2002 - March 2003
Merrill Lynch May 2000 - December 2001
Deloitte September 1997 - May 2000
Skills
Luxury Goods, Footwear, Merchandising, Wholesale, Shoes, Apparel, Visual Merchandising, Fashion, Fashion Design, Trend, Store Management, Sales, Trend Analysis, Retail, Luxury, Inventory Management, Textiles, Marketing Strategy, Retail Buying, Jewelry, Trade Shows, Fashion Buying
Education
Pace University - Lubin School of Business 1997 — 1999
MBA
Saint Peter's University 1993 — 1997
BS, Finance
Jared Tryon Jared Tryon's Bessemer Trust Experience August 2009 - November 2011
Job Analyst at Arbor Research and Trading
Industry Investment Management
Experience
Arbor Research and Trading November 2011 - Present
Bessemer Trust August 2009 - November 2011
Financial Network Investment Corporation, Member SIPC July 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Customer Service, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Fixed Income, Investment Advisory, Alternative Investments, Equities, Asset Managment, Investments, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Markets, Asset Management
Education
Northern Illinois University - College of Business 2004 — 2008
Bachelor of Science in Business, Finance
Arbor Research and Trading November 2011 - Present
Bessemer Trust August 2009 - November 2011
Financial Network Investment Corporation, Member SIPC July 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Customer Service, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Fixed Income, Investment Advisory, Alternative Investments, Equities, Asset Managment, Investments, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Markets, Asset Management
Education
Northern Illinois University - College of Business 2004 — 2008
Bachelor of Science in Business, Finance
Matthew Santangelo's Bessemer Trust Experience February 1992 - December 1993
Job Senior Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
Mitra Biotech 2009 - January 2015
USS Constitution Museum 2014 - 2014
Merrill Lynch September 1996 - June 2011
UNICEF 2007 - 2010
Merrill Lynch Trust Company February 1994 - August 1996
US Navy May 1987 - May 1995
Bessemer Trust February 1992 - December 1993
Zeron Capital Management 1991 - 1991
Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management
Education
ABA National Graduate Trust School (at Northwestern University) 1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
Skidmore College 1983 — 1987
BA, Government
Barnstable High School 1979 — 1983
diploma, college prep
Northern Trust July 2011 - Present
Mitra Biotech 2009 - January 2015
USS Constitution Museum 2014 - 2014
Merrill Lynch September 1996 - June 2011
UNICEF 2007 - 2010
Merrill Lynch Trust Company February 1994 - August 1996
US Navy May 1987 - May 1995
Bessemer Trust February 1992 - December 1993
Zeron Capital Management 1991 - 1991
Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management
Education
ABA National Graduate Trust School (at Northwestern University) 1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
Skidmore College 1983 — 1987
BA, Government
Barnstable High School 1979 — 1983
diploma, college prep
Allison (Mullins) Bauer Allison (Mullins) Bauer's Bessemer Trust Experience April 2011 - June 2011
Job Manager, Human Resources at New York Road Runners
Industry Human Resources
Experience
New York Road Runners February 2014 - Present
NERA Economic Consulting October 2011 - February 2014
BBVA July 2011 - October 2011
Bessemer Trust April 2011 - June 2011
lululemon athletica August 2009 - September 2010
McKinsey & Company February 2002 - March 2009
Force One Entertainment January 2000 - November 2001
Sony Pictures Entertainment January 1998 - January 2000
Sony Music Entertainment January 1996 - January 1998
Skills
Performance Management, Talent Management, Compensation, Deferred Compensation, Human Resources, Interviews, Recruiting, Payroll, Onboarding, Employee Relations, PeopleSoft, Change Management, Leadership, Organizational Design, Microsoft Excel
Education
SAN DIEGO STATE UNIVERSITY
B.S, Psychology
San Diego State University-California State University
New York Road Runners February 2014 - Present
NERA Economic Consulting October 2011 - February 2014
BBVA July 2011 - October 2011
Bessemer Trust April 2011 - June 2011
lululemon athletica August 2009 - September 2010
McKinsey & Company February 2002 - March 2009
Force One Entertainment January 2000 - November 2001
Sony Pictures Entertainment January 1998 - January 2000
Sony Music Entertainment January 1996 - January 1998
Skills
Performance Management, Talent Management, Compensation, Deferred Compensation, Human Resources, Interviews, Recruiting, Payroll, Onboarding, Employee Relations, PeopleSoft, Change Management, Leadership, Organizational Design, Microsoft Excel
Education
SAN DIEGO STATE UNIVERSITY
B.S, Psychology
San Diego State University-California State University
Anna Aronov-Tolmach's Bessemer Trust Experience September 2001 - January 2005
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
Citigroup September 2007 - November 2010
U.S. Trust Company January 2005 - September 2007
Bessemer Trust September 2001 - January 2005
JPMorgan November 1998 - September 2001
ZYGA Corporation November 1996 - November 1998
Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...
Education
Montclair State University 1995 — 1998
Bachelor of Science, Computer Science
UBS Wealth Management May 2011 - Present
Citigroup September 2007 - November 2010
U.S. Trust Company January 2005 - September 2007
Bessemer Trust September 2001 - January 2005
JPMorgan November 1998 - September 2001
ZYGA Corporation November 1996 - November 1998
Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...
Education
Montclair State University 1995 — 1998
Bachelor of Science, Computer Science
Christopher Alexis Christopher Alexis's Bessemer Trust Experience April 2012 - Present
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2012 - Present
Morgan Stanley August 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Merrill Lynch January 2008 - August 2008
PNC Bank June 2006 - September 2006
Brookstreet Securities Corporation May 2006 - September 2006
Crescent Credit Union November 2004 - May 2005
Skills
Equities, Valuation, Financial Analysis, Investments, Financial Modeling, Risk Management, Finance, Portfolio Management, Mutual Funds
Education
Northeastern University 2005 — 2011
Bachelor of Science, Economics
Bessemer Trust April 2012 - Present
Morgan Stanley August 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Merrill Lynch January 2008 - August 2008
PNC Bank June 2006 - September 2006
Brookstreet Securities Corporation May 2006 - September 2006
Crescent Credit Union November 2004 - May 2005
Skills
Equities, Valuation, Financial Analysis, Investments, Financial Modeling, Risk Management, Finance, Portfolio Management, Mutual Funds
Education
Northeastern University 2005 — 2011
Bachelor of Science, Economics
Julie Light Githens's Bessemer Trust Experience January 2008 - Present
Job Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2008 - Present
Bessemer Trust January 2005 - December 2007
Bessemer Trust January 2000 - December 2004
Bessemer Trust February 1998 - December 1999
Legg Mason Wood Walker, Inc. January 1996 - January 1998
Legg Mason Wood Walker, Inc. January 1994 - December 1995
Legg Mason Wood Walker, Inc. August 1992 - December 1993
Goldman, Sachs & Co. January 1989 - July 1992
Goldman, Sachs & Co. December 1986 - December 1988
Skills
Trust Services, Financial Services, Wealth Management, Family Office, Investments, Wealth, Trusts, Asset Allocation, Mutual Funds, Equities, Fixed Income, High Net Worth...
Education
Northeastern University 1981 — 1985
Bachelor of Arts (B.A.)
Emma Willard School 1978 — 1981
High School
Bessemer Trust January 2008 - Present
Bessemer Trust January 2005 - December 2007
Bessemer Trust January 2000 - December 2004
Bessemer Trust February 1998 - December 1999
Legg Mason Wood Walker, Inc. January 1996 - January 1998
Legg Mason Wood Walker, Inc. January 1994 - December 1995
Legg Mason Wood Walker, Inc. August 1992 - December 1993
Goldman, Sachs & Co. January 1989 - July 1992
Goldman, Sachs & Co. December 1986 - December 1988
Skills
Trust Services, Financial Services, Wealth Management, Family Office, Investments, Wealth, Trusts, Asset Allocation, Mutual Funds, Equities, Fixed Income, High Net Worth...
Education
Northeastern University 1981 — 1985
Bachelor of Arts (B.A.)
Emma Willard School 1978 — 1981
High School
Monica (DeBergalis) DeAngelo Monica (DeBergalis) DeAngelo's Bessemer Trust Experience 2006 - March 2013
Job Marketing Coordinator at Spire Group, PC
Industry Marketing and Advertising
Experience
Spire Group, PC May 2014 - Present
D2 Creative April 2013 - January 2014
Bessemer Trust 2006 - March 2013
Bear Stearns 2004 - 2006
Bausch & Lomb May 2003 - August 2003
Skills
Event Planning, Marketing, Project Management, Brand Management, Email Marketing, Print Production Process, Direct Marketing, Corporate Website..., Strategic Planning, Strategic Communications, Management, Marketing Strategy, Social Media, Creative Direction, Social Media Marketing, Advertising
Education
Saint Bonaventure University 2001 — 2005
B.B.A., Finance, Economics
Our Lady of Mercy High School
Spire Group, PC May 2014 - Present
D2 Creative April 2013 - January 2014
Bessemer Trust 2006 - March 2013
Bear Stearns 2004 - 2006
Bausch & Lomb May 2003 - August 2003
Skills
Event Planning, Marketing, Project Management, Brand Management, Email Marketing, Print Production Process, Direct Marketing, Corporate Website..., Strategic Planning, Strategic Communications, Management, Marketing Strategy, Social Media, Creative Direction, Social Media Marketing, Advertising
Education
Saint Bonaventure University 2001 — 2005
B.B.A., Finance, Economics
Our Lady of Mercy High School
Loyd Stephen Loyd Stephen's Bessemer Trust Experience October 2011 - April 2013
Job Registered Nurse at UC San Diego Health System
Industry Hospital & Health Care
Experience
UC San Diego Health System 2015 - Present
Highland Hospital July 2014 - January 2015
Palomar Health 2015 - 2015
International Fund Services (NA) LLC, A State Street Company April 2013 - December 2013
Bessemer Trust October 2011 - April 2013
Barclays Capital October 2008 - September 2011
UBS Investment Bank July 2007 - August 2007
Goldman Sachs January 2007 - June 2007
Raytheon January 2006 - June 2006
Skills
Nursing, Healthcare, ICU, Certified Nursing..., ACLS, Patient Care Tech, Volunteer Leadership, CCP, PCT, BLS, Hedge Funds, Equities, Portfolio Management, AML, KYC, Due Diligence, Compliance, RN, Hospitals, TeamSTEPPS, Critical Care, Patient Care Associate, Health Care Assistant, CNA, EPIC Systems, UCSD Resuscitation...
Education
University of Rochester 2014 — 2014
Bachelor of Science Degree in Nursing, Registered Nursing/Registered Nurse
Northeastern University 2004 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Middlesex University 2004 — 2004
Semester Abroad in London
UC San Diego Health System 2015 - Present
Highland Hospital July 2014 - January 2015
Palomar Health 2015 - 2015
International Fund Services (NA) LLC, A State Street Company April 2013 - December 2013
Bessemer Trust October 2011 - April 2013
Barclays Capital October 2008 - September 2011
UBS Investment Bank July 2007 - August 2007
Goldman Sachs January 2007 - June 2007
Raytheon January 2006 - June 2006
Skills
Nursing, Healthcare, ICU, Certified Nursing..., ACLS, Patient Care Tech, Volunteer Leadership, CCP, PCT, BLS, Hedge Funds, Equities, Portfolio Management, AML, KYC, Due Diligence, Compliance, RN, Hospitals, TeamSTEPPS, Critical Care, Patient Care Associate, Health Care Assistant, CNA, EPIC Systems, UCSD Resuscitation...
Education
University of Rochester 2014 — 2014
Bachelor of Science Degree in Nursing, Registered Nursing/Registered Nurse
Northeastern University 2004 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Middlesex University 2004 — 2004
Semester Abroad in London
Noah Fine Noah Fine's Bessemer Trust Experience January 2015 - Present
Job Assistant Vice President, Information Security Analyst at Bessemer Trust
Industry Information Services
Experience
Bessemer Trust January 2015 - Present
Verizon Wireless November 2012 - October 2014
ADP July 2009 - November 2012
ADP January 2006 - June 2009
Lois Schneider Realtor January 2005 - January 2006
Skills
Compliance, SOX, Internal Audit, Excel, Auditing, Microsoft Office, Process Improvement, Project Management, Accounting, Active Directory, Financial Reporting, Visio, Security, PowerPoint, Information Technology, Financial Analysis, Microsoft Word, Lotus Notes, Business Analysis, SharePoint, Sarbanes-Oxley Act, Microsoft Excel, Risk Management, Analysis, Access, Vendor Management, Business Process..., Insurance, SDLC, SAP
Education
New Jersey Institute of Technology
Bachelor's Degree, Information Technology
James Caldwell High School
Bessemer Trust January 2015 - Present
Verizon Wireless November 2012 - October 2014
ADP July 2009 - November 2012
ADP January 2006 - June 2009
Lois Schneider Realtor January 2005 - January 2006
Skills
Compliance, SOX, Internal Audit, Excel, Auditing, Microsoft Office, Process Improvement, Project Management, Accounting, Active Directory, Financial Reporting, Visio, Security, PowerPoint, Information Technology, Financial Analysis, Microsoft Word, Lotus Notes, Business Analysis, SharePoint, Sarbanes-Oxley Act, Microsoft Excel, Risk Management, Analysis, Access, Vendor Management, Business Process..., Insurance, SDLC, SAP
Education
New Jersey Institute of Technology
Bachelor's Degree, Information Technology
James Caldwell High School
Shyaporn Theerakulstit Shyaporn Theerakulstit's Bessemer Trust Experience December 2001 - August 2004
Job Actor, Writer, New Media Content Creator, Dlist YouTube Celebrity
Industry Entertainment
Experience
YouTube May 2008 - Present
Freelance Video Producer, Director and Editor January 2005 - Present
OfficeTeam 1998 - 2008
Bessemer Trust December 2001 - August 2004
Republic National Bank May 1995 - May 1998
Skills
Acting, Creative Writing, Directing, Comedy, Video Editing, Cinematography, Editing, Blogging, Final Cut Pro, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Photoshop, Research, Microsoft Word, Public Speaking, Outlook, Administrative..., Voice Over, Voice Acting, Emcee, Hosting, Anchoring, Audio Books, Martial Arts, Videography, Ballroom Dance, Film, New Media, Premiere, Theatre, Entertainment, Social Media, Facebook, Screenwriting, Film Production, Producing, Lighting, Music Videos, DVD Studio Pro, YouTube, Video, Commercials, Video Production, Television, Short Films, Post Production, Camera, Feature Films
Education
New York University 1991 — 1995
Bachelor of Fine Arts (B.F.A.), Acting
Shady Side Academy 1988 — 1991
High School
YouTube May 2008 - Present
Freelance Video Producer, Director and Editor January 2005 - Present
OfficeTeam 1998 - 2008
Bessemer Trust December 2001 - August 2004
Republic National Bank May 1995 - May 1998
Skills
Acting, Creative Writing, Directing, Comedy, Video Editing, Cinematography, Editing, Blogging, Final Cut Pro, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Photoshop, Research, Microsoft Word, Public Speaking, Outlook, Administrative..., Voice Over, Voice Acting, Emcee, Hosting, Anchoring, Audio Books, Martial Arts, Videography, Ballroom Dance, Film, New Media, Premiere, Theatre, Entertainment, Social Media, Facebook, Screenwriting, Film Production, Producing, Lighting, Music Videos, DVD Studio Pro, YouTube, Video, Commercials, Video Production, Television, Short Films, Post Production, Camera, Feature Films
Education
New York University 1991 — 1995
Bachelor of Fine Arts (B.F.A.), Acting
Shady Side Academy 1988 — 1991
High School
Meenakshi Brandt Meenakshi Brandt's Bessemer Trust Experience January 2005 - May 2007
Job Associate (Student) Attorney at Morrison, Marquis, Campbell & Weng
Industry Legal Services
Experience
Kutsunis & Weng P.C. May 2014 - Present
Morrison, Marquis, Campbell & Weng May 2014 - Present
University of Iowa College of Law August 2012 - Present
Iowa State Public Defender January 2014 - May 2014
Seventh Judicial District of Iowa May 2013 - August 2013
McGladrey May 2011 - May 2012
Bessemer Trust January 2005 - May 2007
CIGNA Group Insurance June 2002 - December 2004
Skills
Problem Solving, Financial Analysis, Training, Finance, Banking, Customer Service, PowerPoint, Event Planning, Budgets, Strategic Financial..., Spreadsheets, System Administration, Criminal Law, Family Law, Administrative Law, Trials, Research, Analysis
Education
University of Iowa College of Law 2012 — 2015
J.D. Candidate Class of 2015
St. Ambrose University 2010 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Kutsunis & Weng P.C. May 2014 - Present
Morrison, Marquis, Campbell & Weng May 2014 - Present
University of Iowa College of Law August 2012 - Present
Iowa State Public Defender January 2014 - May 2014
Seventh Judicial District of Iowa May 2013 - August 2013
McGladrey May 2011 - May 2012
Bessemer Trust January 2005 - May 2007
CIGNA Group Insurance June 2002 - December 2004
Skills
Problem Solving, Financial Analysis, Training, Finance, Banking, Customer Service, PowerPoint, Event Planning, Budgets, Strategic Financial..., Spreadsheets, System Administration, Criminal Law, Family Law, Administrative Law, Trials, Research, Analysis
Education
University of Iowa College of Law 2012 — 2015
J.D. Candidate Class of 2015
St. Ambrose University 2010 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Ann Fitzgerald Ann Fitzgerald's Bessemer Trust Experience June 2015 - Present
Job Senior Vice President, Head of Thought Leadership Marketing at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
Arturo Pedroso's Bessemer Trust Experience June 2013 - Present
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2013 - Present
J.P. Morgan January 2012 - May 2013
J.P. Morgan November 2010 - December 2011
J.P. Morgan November 2009 - October 2010
J.P. Morgan July 2007 - October 2009
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Private Equity, Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University - School of Business
Bachelor's Degree
Bessemer Trust June 2013 - Present
J.P. Morgan January 2012 - May 2013
J.P. Morgan November 2010 - December 2011
J.P. Morgan November 2009 - October 2010
J.P. Morgan July 2007 - October 2009
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Private Equity, Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University - School of Business
Bachelor's Degree
Emily Lavroff's Bessemer Trust Experience June 2012 - November 2012
Job HP Programs and Marketing Funds Specialist at SHI International Corp.
Industry Marketing and Advertising
Experience
SHI International Corp. July 2015 - Present
SHI International Corp. June 2014 - July 2015
SHI International Corp. November 2012 - May 2014
Bessemer Trust June 2012 - November 2012
Ramapo College of New Jersey September 2010 - May 2012
Jason Mills LLC January 2007 - January 2012
Merrill Lynch May 2011 - August 2011
Jamba Juice December 2007 - August 2009
Skills
Microsoft Office, Telephone Skills, Organizational..., PowerPoint, Microsoft Excel, Outlook, UPS systems, Microsoft Word, Customer Service, Facebook, Social Media, Teamwork, Research, Time Management, Data Entry, Leadership, Spreadsheets
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Business Administration, Marketing
Middlesex County College 2012 — 2012
Certificate, Web Design
SHI International Corp. July 2015 - Present
SHI International Corp. June 2014 - July 2015
SHI International Corp. November 2012 - May 2014
Bessemer Trust June 2012 - November 2012
Ramapo College of New Jersey September 2010 - May 2012
Jason Mills LLC January 2007 - January 2012
Merrill Lynch May 2011 - August 2011
Jamba Juice December 2007 - August 2009
Skills
Microsoft Office, Telephone Skills, Organizational..., PowerPoint, Microsoft Excel, Outlook, UPS systems, Microsoft Word, Customer Service, Facebook, Social Media, Teamwork, Research, Time Management, Data Entry, Leadership, Spreadsheets
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Business Administration, Marketing
Middlesex County College 2012 — 2012
Certificate, Web Design
Nicole Ricchione, MBA Nicole Ricchione, MBA's Bessemer Trust Experience March 2007 - June 2008
Job QA Supervisor at Tenthwave Digital LLC
Industry Online Media
Experience
Tenthwave Digital LLC September 2014 - Present
Tenthwave Digital LLC July 2013 - August 2014
The Nourishing Vegan January 2014 - July 2014
StartSomeGood September 2011 - December 2013
Broadridge Financial Solutions June 2008 - July 2013
Bessemer Trust March 2007 - June 2008
Skills
Blogging, Entrepreneurship, Management, Social Media, Editing, Microsoft Excel, Research, Business Strategy, Business Analysis, Nonprofits, Content Management, PowerPoint, Digital Quality..., Manual Testing, Test Planning, Test Cases, Regression Testing, Test Management, Agile & Waterfall..., cross browser testing, Mobile Testing
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
MBA, Entrepreneurship
Ramapo College of New Jersey 2004 — 2008
BS, Business Management
Tenthwave Digital LLC September 2014 - Present
Tenthwave Digital LLC July 2013 - August 2014
The Nourishing Vegan January 2014 - July 2014
StartSomeGood September 2011 - December 2013
Broadridge Financial Solutions June 2008 - July 2013
Bessemer Trust March 2007 - June 2008
Skills
Blogging, Entrepreneurship, Management, Social Media, Editing, Microsoft Excel, Research, Business Strategy, Business Analysis, Nonprofits, Content Management, PowerPoint, Digital Quality..., Manual Testing, Test Planning, Test Cases, Regression Testing, Test Management, Agile & Waterfall..., cross browser testing, Mobile Testing
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
MBA, Entrepreneurship
Ramapo College of New Jersey 2004 — 2008
BS, Business Management
Hisham Mohamed Hisham Mohamed's Bessemer Trust Experience July 2005 - Present
Job Senior Vice President at Bessemer Trust Co.
Industry Financial Services
Experience
Bessemer Trust July 2005 - Present
Engelhard June 2002 - July 2005
Enterprise Resource Consulting June 1997 - February 2002
Lehman Brothers May 1996 - June 1997
Citibank August 1994 - May 1996
Bankers Trust 1990 - 1993
Skills
Infrastructure Planning, IT Operations, Information Security..., Contract Negotiation, Vendor Management, Infrastructure, Strategic Planning, Disaster Recovery, IT Management, Visio, Data Center, Enterprise Architecture, IT Strategy, Virtualization, VMware, SDLC, Citrix, Integration, Cloud Computing, Servers, Information Security, ITIL, Active Directory, Project Management, Management, Storage, Security, Team Building, Project Planning, Business Intelligence, Windows Server, Leadership, Operating Systems, Enterprise Software, Troubleshooting, Analysis, Business Analysis, Cisco Technologies, Program Management, Strategy, Microsoft SQL Server, Software Documentation, System Administration, Windows, VMware ESX, Network Security, Risk Management, Requirements Analysis, System Deployment, Process Improvement
Education
University of Phoenix 2003 — 2006
Master, Computer Information Systems
New Jersey Institute of Technology 1989 — 1993
Bachelor's, Information Systems
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelor's, Information Systems
Academic High School 1985 — 1988
High School, College Prep
Bessemer Trust July 2005 - Present
Engelhard June 2002 - July 2005
Enterprise Resource Consulting June 1997 - February 2002
Lehman Brothers May 1996 - June 1997
Citibank August 1994 - May 1996
Bankers Trust 1990 - 1993
Skills
Infrastructure Planning, IT Operations, Information Security..., Contract Negotiation, Vendor Management, Infrastructure, Strategic Planning, Disaster Recovery, IT Management, Visio, Data Center, Enterprise Architecture, IT Strategy, Virtualization, VMware, SDLC, Citrix, Integration, Cloud Computing, Servers, Information Security, ITIL, Active Directory, Project Management, Management, Storage, Security, Team Building, Project Planning, Business Intelligence, Windows Server, Leadership, Operating Systems, Enterprise Software, Troubleshooting, Analysis, Business Analysis, Cisco Technologies, Program Management, Strategy, Microsoft SQL Server, Software Documentation, System Administration, Windows, VMware ESX, Network Security, Risk Management, Requirements Analysis, System Deployment, Process Improvement
Education
University of Phoenix 2003 — 2006
Master, Computer Information Systems
New Jersey Institute of Technology 1989 — 1993
Bachelor's, Information Systems
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelor's, Information Systems
Academic High School 1985 — 1988
High School, College Prep
Katie Grossman Espana Katie Grossman Espana's Bessemer Trust Experience February 2009 - Present
Job Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2009 - Present
Banco Itaú Europa International January 2008 - September 2008
Collins Capital March 2005 - December 2007
John S. and James L. Knight Foundation August 2002 - February 2005
Miami City Ballet September 2000 - August 2002
Skills
Banking, Hedge Funds, Wealth Management, Investments, Portfolio Management, Nonprofits, Management, Mutual Funds, High Net Worth..., Alternative Investments, Asset Allocation, Series 7, Fixed Income, Investment Strategies, Fund Of Funds
Education
University of Miami 1997 — 2001
Bachelor of Science (B.S.)
Northwestern University - Kellogg School of Management
Berthoud High School
Bessemer Trust February 2009 - Present
Banco Itaú Europa International January 2008 - September 2008
Collins Capital March 2005 - December 2007
John S. and James L. Knight Foundation August 2002 - February 2005
Miami City Ballet September 2000 - August 2002
Skills
Banking, Hedge Funds, Wealth Management, Investments, Portfolio Management, Nonprofits, Management, Mutual Funds, High Net Worth..., Alternative Investments, Asset Allocation, Series 7, Fixed Income, Investment Strategies, Fund Of Funds
Education
University of Miami 1997 — 2001
Bachelor of Science (B.S.)
Northwestern University - Kellogg School of Management
Berthoud High School
Lea J. Garrison's Bessemer Trust Experience December 2006 - September 2009
Job Executive Assistant
Industry Financial Services
Experience
Granite Ventures November 2009 - Present
Bessemer Trust December 2006 - September 2009
ThinkEquity Partners August 2005 - March 2006
Sequoia Capital November 2000 - August 2005
Sega Entertainment USA, Inc. September 1997 - August 1999
Skills
Private Equity, Venture Capital, Investments, Calendaring, Travel Arrangements, Time Management, Management, Market Research, Business Development, Strategy, Start-ups, Human Resources, Leadership, Customer Service, Interviews, Entrepreneurship, Event Management
Education
Notre Dame de Namur University
Redwood Christian Highschool
Granite Ventures November 2009 - Present
Bessemer Trust December 2006 - September 2009
ThinkEquity Partners August 2005 - March 2006
Sequoia Capital November 2000 - August 2005
Sega Entertainment USA, Inc. September 1997 - August 1999
Skills
Private Equity, Venture Capital, Investments, Calendaring, Travel Arrangements, Time Management, Management, Market Research, Business Development, Strategy, Start-ups, Human Resources, Leadership, Customer Service, Interviews, Entrepreneurship, Event Management
Education
Notre Dame de Namur University
Redwood Christian Highschool
Richard Lavroff Richard Lavroff's Bessemer Trust Experience 2010 - 2013
Job Materials Intern at UTC Aerospace Systems
Industry Nanotechnology
Experience
Rutgers University May 2014 - Present
UTC Aerospace Systems May 2015 - August 2015
Rutgers Solar Lab September 2013 - January 2015
Jason Mills LLC May 2013 - August 2013
Bessemer Trust 2010 - 2013
Skills
Materials Science, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Matlab, Public Speaking, Social Media, Leadership, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Projected Graduation 2016 with B.S., Materials Science and Engineering
Rutgers University May 2014 - Present
UTC Aerospace Systems May 2015 - August 2015
Rutgers Solar Lab September 2013 - January 2015
Jason Mills LLC May 2013 - August 2013
Bessemer Trust 2010 - 2013
Skills
Materials Science, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Matlab, Public Speaking, Social Media, Leadership, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Projected Graduation 2016 with B.S., Materials Science and Engineering
Nick Dragisic Nick Dragisic's Bessemer Trust Experience June 2012 - February 2015
Job MBA Candidate at NYU Stern School of Business
Industry Higher Education
Experience
Park Avenue Securities February 2015 - September 2015
Bessemer Trust June 2012 - February 2015
Skills
Investments, Capital Markets, Financial Analysis, Business Strategy, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Business Development, Corporate Development, Due Diligence, Risk Management, A&R, Songwriting, Investment Management, Music Supervision, Trading, Derivatives, Equities, Mutual Funds, Fixed Income, Commodity Pools, Production, Bloomberg Terminal, FactSet, Composition, Leadership, Teamwork, Entrepreneurship, Nonprofits, Creative Strategy, New Business Development
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
New York University 2007 — 2010
B.M., Music Business
Park Avenue Securities February 2015 - September 2015
Bessemer Trust June 2012 - February 2015
Skills
Investments, Capital Markets, Financial Analysis, Business Strategy, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Business Development, Corporate Development, Due Diligence, Risk Management, A&R, Songwriting, Investment Management, Music Supervision, Trading, Derivatives, Equities, Mutual Funds, Fixed Income, Commodity Pools, Production, Bloomberg Terminal, FactSet, Composition, Leadership, Teamwork, Entrepreneurship, Nonprofits, Creative Strategy, New Business Development
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
New York University 2007 — 2010
B.M., Music Business
Sam Merchant Sam Merchant's Bessemer Trust Experience May 2015 - August 2015
Job Information Security Clerk at Bessemer Trust
Industry Computer & Network Security
Experience
Bessemer Trust May 2015 - August 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Teaching, Penetration Testing, Java, Python, Network Security, Physical Security, HTML
Education
Rochester Institute of Technology 2014 — 2018
Computing Security
Bessemer Trust May 2015 - August 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Teaching, Penetration Testing, Java, Python, Network Security, Physical Security, HTML
Education
Rochester Institute of Technology 2014 — 2018
Computing Security
Taylor McKay Taylor McKay's Bessemer Trust Experience April 2014 - April 2015
Job
Industry Executive Office
Experience
Bessemer Trust April 2014 - April 2015
Harrison & Shriftman August 2013 - May 2014
Harrison & Shriftman February 2013 - August 2013
Rutgers Oral History Archives September 2012 - January 2013
Undici Taverna Rustica May 2009 - January 2013
Anthropologie May 2009 - December 2009
Skills
Public Speaking, Customer Service, Event Planning, PowerPoint, Social Networking, Social Media, Presentations, Fundraising, Interview Skills, Writing, Public History, Publishing, Marketing Research, Microsoft Office, Microsoft Excel, Event Management, Brainstorm Facilitation, Sales, Public Relations, Press Releases, Editing, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Double Major in English and History., GPA 3.7
University of San Francisco 2008 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Blair Academy 2006 — 2008
Bessemer Trust April 2014 - April 2015
Harrison & Shriftman August 2013 - May 2014
Harrison & Shriftman February 2013 - August 2013
Rutgers Oral History Archives September 2012 - January 2013
Undici Taverna Rustica May 2009 - January 2013
Anthropologie May 2009 - December 2009
Skills
Public Speaking, Customer Service, Event Planning, PowerPoint, Social Networking, Social Media, Presentations, Fundraising, Interview Skills, Writing, Public History, Publishing, Marketing Research, Microsoft Office, Microsoft Excel, Event Management, Brainstorm Facilitation, Sales, Public Relations, Press Releases, Editing, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Double Major in English and History., GPA 3.7
University of San Francisco 2008 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Blair Academy 2006 — 2008
Adele Christine Florendo Adele Christine Florendo's Bessemer Trust Experience August 2010 - Present
Job Associate Vice President
Industry Banking
Experience
Bessemer Trust August 2010 - Present
Citi Private Bank April 2007 - August 2010
Citibank April 2003 - April 2007
Legend Diamonds October 2001 - April 2003
Export & Industry Bank June 1999 - June 2001
Skills
Wealth Management, Private Banking, Series 7, Series 63, Banking, Hedge Funds, Asset Management, Securities, Financial Modeling, Mutual Funds, Financial Analysis, Equities, Corporate Finance, Alternative Investments, Management, Relationship Management
Education
Alliance Francaise de Los Angeles 2010 — 2012
French
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
University of the Philippines 1994 — 1998
BS, BUSINESS ADMNISTRATION
Bessemer Trust August 2010 - Present
Citi Private Bank April 2007 - August 2010
Citibank April 2003 - April 2007
Legend Diamonds October 2001 - April 2003
Export & Industry Bank June 1999 - June 2001
Skills
Wealth Management, Private Banking, Series 7, Series 63, Banking, Hedge Funds, Asset Management, Securities, Financial Modeling, Mutual Funds, Financial Analysis, Equities, Corporate Finance, Alternative Investments, Management, Relationship Management
Education
Alliance Francaise de Los Angeles 2010 — 2012
French
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
University of the Philippines 1994 — 1998
BS, BUSINESS ADMNISTRATION
Lauren C. Lambert, CFA Lauren C. Lambert, CFA's Bessemer Trust Experience 2008 - 2010
Job Wealth Management Consultant
Industry Financial Services
Experience
Guilder Group LLC 2013 - Present
AllianceBernstein 2011 - 2012
Bessemer Trust 2008 - 2010
Clay Finlay Inc 2002 - 2008
Scudder Stevens and Clark / Zurich Scudder Investments (Now Deutsche Asset Management) 1994 - 2002
US Trust 1991 - 1994
Drexel Burnham Lambert 1987 - 1990
Skills
Portfolio Management, Equities, Equity Research, Wealth Management, Strategy, Financial Services, Risk Management, Asset Allocation, Economics, Chartered Financial..., Thought Leadership, Research Management, Client Relations Skills, options, public speaking, Client Presentation, research manage, Meditation, Mutual Funds, ETFs, Investment Strategies, Asset Management
Education
New York University
MA
New York University
BA
Guilder Group LLC 2013 - Present
AllianceBernstein 2011 - 2012
Bessemer Trust 2008 - 2010
Clay Finlay Inc 2002 - 2008
Scudder Stevens and Clark / Zurich Scudder Investments (Now Deutsche Asset Management) 1994 - 2002
US Trust 1991 - 1994
Drexel Burnham Lambert 1987 - 1990
Skills
Portfolio Management, Equities, Equity Research, Wealth Management, Strategy, Financial Services, Risk Management, Asset Allocation, Economics, Chartered Financial..., Thought Leadership, Research Management, Client Relations Skills, options, public speaking, Client Presentation, research manage, Meditation, Mutual Funds, ETFs, Investment Strategies, Asset Management
Education
New York University
MA
New York University
BA
Cobin Jonathan's Bessemer Trust Experience January 2009 - Present
Job Executive Driver at Bessemer Trust/ Retired Detective NYCPD
Industry Investment Management
Experience
Bessemer Trust January 2009 - Present
Ingersoll Rand 2006 - 2009
Lowe's Home Improvement 2005 - 2006
PoorHouse Collectibles 1990 - 2005
New York City Police Department 1984 - 2004
Skills
Evidence, Packaging, Security, Patrol, Criminal Investigations, Private Investigations, Weapons, Criminal Justice, Public Safety, Risk Assessment, Personal Security, Retail, Homeland Security, Internal Investigations, Surveillance, Law Enforcement, Emergency Management
Education
Rockland Community College 1981 — 1983
Associate's degree, Criminal Justice/Law Enforcement Administration
New York City Police Academy 1984 — 1985
Certificate, Police operations/ Police tactic's
Bessemer Trust January 2009 - Present
Ingersoll Rand 2006 - 2009
Lowe's Home Improvement 2005 - 2006
PoorHouse Collectibles 1990 - 2005
New York City Police Department 1984 - 2004
Skills
Evidence, Packaging, Security, Patrol, Criminal Investigations, Private Investigations, Weapons, Criminal Justice, Public Safety, Risk Assessment, Personal Security, Retail, Homeland Security, Internal Investigations, Surveillance, Law Enforcement, Emergency Management
Education
Rockland Community College 1981 — 1983
Associate's degree, Criminal Justice/Law Enforcement Administration
New York City Police Academy 1984 — 1985
Certificate, Police operations/ Police tactic's
Elizabeth Jill Tamayo's Bessemer Trust Experience September 2012 - June 2013
Job Administrative Assistant at GIC
Industry Research
Experience
GIC April 2014 - Present
GIC June 2013 - March 2014
Bessemer Trust September 2012 - June 2013
Global Strategy Group September 2010 - September 2012
Gain Capital Inc./Forex June 2009 - April 2010
Skills
Event Planning, Word, PowerPoint, Excel, Microsoft Office, Errands, Microsoft Word, Editing, Microsoft Excel, Event Management, Non-profits, Fundraising, Facebook, Strategic Planning, Research, Strategic Communications, Public Relations, Social Media, Social Networking
Education
Pinnacle Career Institute-North Kansas City 2009 — 2010
Associates Degree, Medical Billing and Coding
Center for Asian Culinary Studies 2007 2007 — 2008
Diploma, Cooking and Baking Skills
Dominican College 1996 — 2000
BACHELOR OF ARTS, MASS COMMUNICATION
GIC April 2014 - Present
GIC June 2013 - March 2014
Bessemer Trust September 2012 - June 2013
Global Strategy Group September 2010 - September 2012
Gain Capital Inc./Forex June 2009 - April 2010
Skills
Event Planning, Word, PowerPoint, Excel, Microsoft Office, Errands, Microsoft Word, Editing, Microsoft Excel, Event Management, Non-profits, Fundraising, Facebook, Strategic Planning, Research, Strategic Communications, Public Relations, Social Media, Social Networking
Education
Pinnacle Career Institute-North Kansas City 2009 — 2010
Associates Degree, Medical Billing and Coding
Center for Asian Culinary Studies 2007 2007 — 2008
Diploma, Cooking and Baking Skills
Dominican College 1996 — 2000
BACHELOR OF ARTS, MASS COMMUNICATION
Philip Cave Philip Cave's Bessemer Trust Experience 2002 - 2006
Job The Private Bank / Wells Fargo
Industry Financial Services
Experience
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Elizabeth Lenrow Elizabeth Lenrow's Bessemer Trust Experience October 2010 - July 2013
Job Associate at J.P. Morgan
Industry Investment Management
Experience
Johns Hopkins University November 2014 - Present
CO/LAB Theater Group September 2014 - Present
J.P. Morgan August 2013 - Present
Bessemer Trust October 2010 - July 2013
Bessemer Trust August 2010 - October 2010
JPMorgan Treasury and Security Services June 2009 - August 2009
JPMorgan Investment Bank June 2008 - August 2008
Citibank June 2007 - August 2007
Skills
Asset Allocation, Fundraising, Portfolio Management, Asset Managment, Due Diligence, Series 7, Series 63
Education
NYU Stern School of Business 2013 — 2015
Masters of Business Administration - Specializing in Entrepreneurship & Innovation and Marketing
The Johns Hopkins University 2006 — 2009
B.A. in Applied Mathematics and Statistics, B.A. in Economics, and a Minor in Entrepreneurship
New York University 2007 — 2008
Fall 2009 Study Abroad Program, Florence Italy
Roland Park Country School 2001 — 2006
Johns Hopkins University November 2014 - Present
CO/LAB Theater Group September 2014 - Present
J.P. Morgan August 2013 - Present
Bessemer Trust October 2010 - July 2013
Bessemer Trust August 2010 - October 2010
JPMorgan Treasury and Security Services June 2009 - August 2009
JPMorgan Investment Bank June 2008 - August 2008
Citibank June 2007 - August 2007
Skills
Asset Allocation, Fundraising, Portfolio Management, Asset Managment, Due Diligence, Series 7, Series 63
Education
NYU Stern School of Business 2013 — 2015
Masters of Business Administration - Specializing in Entrepreneurship & Innovation and Marketing
The Johns Hopkins University 2006 — 2009
B.A. in Applied Mathematics and Statistics, B.A. in Economics, and a Minor in Entrepreneurship
New York University 2007 — 2008
Fall 2009 Study Abroad Program, Florence Italy
Roland Park Country School 2001 — 2006
Nicholas Denice Nicholas Denice's Bessemer Trust Experience November 2003 - March 2004
Job Regional Sales Manager Advanced Technology Products at Topcon Medical Systems
Industry Medical Devices
Experience
Topcon Medical Systems November 2010 - Present
Verizon Wireless September 2009 - November 2010
Topcon Medical Systems June 2009 - September 2009
Topcon Medical Systems November 2006 - June 2009
Topcon Medical Systems October 2005 - November 2006
Linens N Things May 2004 - October 2005
Bessemer Trust November 2003 - March 2004
Skills
Medical Imaging, EHR, EMR, Hardware, Training, Integration, Software, Optical Coherence..., PACS, Healthcare Information..., Medical Devices, Digital Imaging, Hardware Diagnostics, Cross-functional Team..., Healthcare, Product Management, Hospitals, Product Marketing, Ophthalmology, Technical Support, Capital Equipment, New Business Development, Troubleshooting, Selling, CRM, Management, Sales Operations
Education
New Jersey Institute of Technology 1999 — 2005
Professional and Technical Communication, Computers and Information Systems
Topcon Medical Systems November 2010 - Present
Verizon Wireless September 2009 - November 2010
Topcon Medical Systems June 2009 - September 2009
Topcon Medical Systems November 2006 - June 2009
Topcon Medical Systems October 2005 - November 2006
Linens N Things May 2004 - October 2005
Bessemer Trust November 2003 - March 2004
Skills
Medical Imaging, EHR, EMR, Hardware, Training, Integration, Software, Optical Coherence..., PACS, Healthcare Information..., Medical Devices, Digital Imaging, Hardware Diagnostics, Cross-functional Team..., Healthcare, Product Management, Hospitals, Product Marketing, Ophthalmology, Technical Support, Capital Equipment, New Business Development, Troubleshooting, Selling, CRM, Management, Sales Operations
Education
New Jersey Institute of Technology 1999 — 2005
Professional and Technical Communication, Computers and Information Systems
Emory Simpson Emory Simpson's Bessemer Trust Experience June 2015 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust June 2015 - Present
KPMG US January 2015 - March 2015
KR Wealth Management, LLC February 2014 - June 2014
Kappa Kappa Gamma January 2013 - December 2013
Benjamin & Jerold Brokerage, LLC June 2013 - August 2013
ESF Dream Camp Foundation June 2012 - August 2012
Marlyn Schiff Jewelry May 2011 - July 2011
Skills
Accounting, Retirement Planning, Microsoft Office, Strategic Financial..., Economics, Finance, Sales, Data Analysis, Financial Analysis, Access, Leadership
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Accounting, Senior
Episcopal Academy 2007 — 2011
High School
Bessemer Trust June 2015 - Present
KPMG US January 2015 - March 2015
KR Wealth Management, LLC February 2014 - June 2014
Kappa Kappa Gamma January 2013 - December 2013
Benjamin & Jerold Brokerage, LLC June 2013 - August 2013
ESF Dream Camp Foundation June 2012 - August 2012
Marlyn Schiff Jewelry May 2011 - July 2011
Skills
Accounting, Retirement Planning, Microsoft Office, Strategic Financial..., Economics, Finance, Sales, Data Analysis, Financial Analysis, Access, Leadership
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Accounting, Senior
Episcopal Academy 2007 — 2011
High School
Laura Borton Laura Borton's Bessemer Trust Experience January 2014 - Present
Job Summer Accounting Analyst at JPMorgan
Industry Accounting
Experience
Rutgers University January 2015 - Present
Bessemer Trust January 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Rutgers University May 2014 - November 2014
Aresty Research Center for Undergraduate Research September 2013 - May 2014
SRP Systems Inc October 2013 - December 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Analysis, Social Media, Leadership
Education
Rutgers University 2012 — 2016
Bachelor's degree, Accounting
Rutgers University January 2015 - Present
Bessemer Trust January 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Rutgers University May 2014 - November 2014
Aresty Research Center for Undergraduate Research September 2013 - May 2014
SRP Systems Inc October 2013 - December 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Analysis, Social Media, Leadership
Education
Rutgers University 2012 — 2016
Bachelor's degree, Accounting
Luca Giacona Luca Giacona's Bessemer Trust Experience January 2011 - September 2011
Job Audit Associate at Grant Thornton International Ltd
Industry Accounting
Experience
Grant Thornton International Ltd September 2012 - Present
Bessemer Trust January 2011 - September 2011
Stop & Shop July 2007 - July 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Internal Audit, Tax Accounting, Account Reconciliation, Income Tax, Cash Flow, Accounts Payable, Microsoft Excel, Cost Accounting, Microsoft Word, PowerPoint, Microsoft Access, Microsoft Exchange, Working knowledge of...
Education
St. John's University 2011 — 2012
Master of Science (MS), Accounting
St. John's University 2007 — 2011
Bachelor of Science (BS), Accounting
St. John's University 2010 — 2010
Global Studies, Rome, Italy
Grant Thornton International Ltd September 2012 - Present
Bessemer Trust January 2011 - September 2011
Stop & Shop July 2007 - July 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Internal Audit, Tax Accounting, Account Reconciliation, Income Tax, Cash Flow, Accounts Payable, Microsoft Excel, Cost Accounting, Microsoft Word, PowerPoint, Microsoft Access, Microsoft Exchange, Working knowledge of...
Education
St. John's University 2011 — 2012
Master of Science (MS), Accounting
St. John's University 2007 — 2011
Bachelor of Science (BS), Accounting
St. John's University 2010 — 2010
Global Studies, Rome, Italy
Jeffrey J. Leszczak, CPA, CFP®'s Bessemer Trust Experience February 2007 - Present
Job Senior Tax Consulant
Industry Accounting
Experience
Bessemer Trust February 2007 - Present
WeiserMazars LLP August 1999 - February 2007
Skills
Tax..., Tax, High Net Worth..., CPA, Financial Planning, Income Tax
Education
Queens College 1992 — 1996
Bachelor's degree, Taxation
Bessemer Trust February 2007 - Present
WeiserMazars LLP August 1999 - February 2007
Skills
Tax..., Tax, High Net Worth..., CPA, Financial Planning, Income Tax
Education
Queens College 1992 — 1996
Bachelor's degree, Taxation
Paul Cecconi, CIMA®'s Bessemer Trust Experience July 2010 - Present
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2010 - Present
Wells Fargo August 2009 - July 2010
Morgan Stanley June 2008 - September 2008
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Valuation, Investment Advisory, Equities, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2013
Certified Investment Management Analyst Program
Santa Clara University 2005 — 2009
BSC, Finance
Campolindo High School 2001 — 2005
Bessemer Trust July 2010 - Present
Wells Fargo August 2009 - July 2010
Morgan Stanley June 2008 - September 2008
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Valuation, Investment Advisory, Equities, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2013
Certified Investment Management Analyst Program
Santa Clara University 2005 — 2009
BSC, Finance
Campolindo High School 2001 — 2005
David Bausman, CFP® David Bausman, CFP®'s Bessemer Trust Experience April 2015 - Present
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2015 - Present
Brownson, Rehmus & Foxworth September 2009 - April 2015
Bessemer Trust February 2001 - September 2009
US Trust March 1998 - February 2001
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Asset Managment, Financial Modeling, Strategic Financial..., Equities, Asset Allocation, Wealth, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA
Sonoma State University 1997 — 1998
B.S., Marketing
University of California, Berkeley
CFP®, Certificate for Financial Planning
Bessemer Trust April 2015 - Present
Brownson, Rehmus & Foxworth September 2009 - April 2015
Bessemer Trust February 2001 - September 2009
US Trust March 1998 - February 2001
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Asset Managment, Financial Modeling, Strategic Financial..., Equities, Asset Allocation, Wealth, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA
Sonoma State University 1997 — 1998
B.S., Marketing
University of California, Berkeley
CFP®, Certificate for Financial Planning
Lisa Van Cleef Lisa Van Cleef's Bessemer Trust Experience 2000 - 2002
Job Senior Human Resources Manager at PVH Corp.
Industry Human Resources
Experience
PVH Corp. June 2015 - Present
PVH Corp. January 2011 - Present
Tommy Hilfiger 2008 - 2010
Rutgers University 2007 - 2008
State Street 2002 - 2007
Bessemer Trust 2000 - 2002
Ridge Services Inc. 1998 - 2000
Skills
iCIMS, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., Interviews, Screening, Deferred Compensation, Coaching, Employee Benefits, Performance Management, New Hire Orientations, Onboarding
Education
Rider University 1993 — 1997
BS, Human Resource Management / Management & Organizational Behavior
PVH Corp. June 2015 - Present
PVH Corp. January 2011 - Present
Tommy Hilfiger 2008 - 2010
Rutgers University 2007 - 2008
State Street 2002 - 2007
Bessemer Trust 2000 - 2002
Ridge Services Inc. 1998 - 2000
Skills
iCIMS, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., Interviews, Screening, Deferred Compensation, Coaching, Employee Benefits, Performance Management, New Hire Orientations, Onboarding
Education
Rider University 1993 — 1997
BS, Human Resource Management / Management & Organizational Behavior
Gray Videnka's Bessemer Trust Experience October 2004 - March 2005
Job Director of Project Management for Goodwill Industries Manasota
Industry Nonprofit Organization Management
Experience
Goodwill Industries Manasota October 2011 - Present
MyUS.com October 2010 - October 2011
Cybersidewalks, LLC January 2009 - December 2010
Select Equity Group December 2007 - December 2008
Select Equity Group December 2007 - December 2008
TIAA-CREF May 2006 - December 2008
TIAA-CREF 2005 - 2008
Goodwill Industries Manasota Foundation January 2005 - January 2007
Bessemer Trust October 2004 - March 2005
Deutsche Bank September 2002 - September 2003
Skills
Management, Business Analysis, Fixed Income, Requirements Analysis, SDLC, Microsoft SQL Server, Equities, Project Management, Training, Requirements Gathering
Education
Rollins College 1995 — 1999
Bacherlor of Arts and Sciences, Economics
Rollins College 1995 — 1999
Bachelor of Arts, Economics
Community Involvment
Goodwill Industries Manasota October 2011 - Present
MyUS.com October 2010 - October 2011
Cybersidewalks, LLC January 2009 - December 2010
Select Equity Group December 2007 - December 2008
Select Equity Group December 2007 - December 2008
TIAA-CREF May 2006 - December 2008
TIAA-CREF 2005 - 2008
Goodwill Industries Manasota Foundation January 2005 - January 2007
Bessemer Trust October 2004 - March 2005
Deutsche Bank September 2002 - September 2003
Skills
Management, Business Analysis, Fixed Income, Requirements Analysis, SDLC, Microsoft SQL Server, Equities, Project Management, Training, Requirements Gathering
Education
Rollins College 1995 — 1999
Bacherlor of Arts and Sciences, Economics
Rollins College 1995 — 1999
Bachelor of Arts, Economics
Community Involvment
Lance Bylow Lance Bylow's Bessemer Trust Experience October 2011 - March 2013
Job
Industry Financial Services
Experience
US Trust April 2013 - Present
Bessemer Trust October 2011 - March 2013
Barclays Wealth September 2008 - October 2011
Lehman Brothers 2003 - September 2008
Lehman Brothers 1996 - 2003
General Motors 1995 - 1995
Lehman Brothers 1992 - 1994
Price Waterhouse 1990 - 1992
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1991
MS, Accounting
Northwestern University 1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences
Brookfield Central High School
US Trust April 2013 - Present
Bessemer Trust October 2011 - March 2013
Barclays Wealth September 2008 - October 2011
Lehman Brothers 2003 - September 2008
Lehman Brothers 1996 - 2003
General Motors 1995 - 1995
Lehman Brothers 1992 - 1994
Price Waterhouse 1990 - 1992
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1991
MS, Accounting
Northwestern University 1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences
Brookfield Central High School
Meghan Shue's Bessemer Trust Experience February 2013 - Present
Job Investment Strategies Associate at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 2013 - Present
Bessemer Trust June 2009 - Present
Integra LifeSciences June 2008 - August 2008
Goldman Sachs Asset Management June 2007 - August 2007
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance
Princeton University 2005 — 2009
BSE, Operations Research and Financial Engineering
Bessemer Trust February 2013 - Present
Bessemer Trust June 2009 - Present
Integra LifeSciences June 2008 - August 2008
Goldman Sachs Asset Management June 2007 - August 2007
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance
Princeton University 2005 — 2009
BSE, Operations Research and Financial Engineering
Michael Aromando Michael Aromando's Bessemer Trust Experience May 2014 - Present
Job Senior Custody Associate at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2014 - Present
Bank of America, U.S. Trust November 2012 - May 2014
Bank of America Merrill Lynch June 2011 - November 2012
Bank of America Merrill Lynch December 2009 - June 2011
Merrill Lynch Trust Company August 2007 - December 2009
Grey Healthcare Group January 2006 - August 2007
Commmerce Bank 2005 - 2006
Skills
Account Management, Account Reconciliation, Writing, Editing, Operations Management, Project Management, Risk Management, Financial Services
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Management
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Law and Justice
Roselle Catholic High School 1996 — 2000
Bessemer Trust May 2014 - Present
Bank of America, U.S. Trust November 2012 - May 2014
Bank of America Merrill Lynch June 2011 - November 2012
Bank of America Merrill Lynch December 2009 - June 2011
Merrill Lynch Trust Company August 2007 - December 2009
Grey Healthcare Group January 2006 - August 2007
Commmerce Bank 2005 - 2006
Skills
Account Management, Account Reconciliation, Writing, Editing, Operations Management, Project Management, Risk Management, Financial Services
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Management
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Law and Justice
Roselle Catholic High School 1996 — 2000
Kristine Bryan Kristine Bryan's Bessemer Trust Experience March 2008 - February 2011
Job Investor and Advisor
Industry Investment Management
Experience
Private Harbour Investment Management June 2014 - Present
Bessemer Trust March 2008 - February 2011
OppenheimerFunds March 2005 - January 2008
Schroders 1998 - 2002
Credit Suisse First Boston July 1995 - April 1997
SG Warburg (now UBS) March 1992 - June 1995
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1999
MBA
Miami University 1980 — 1984
BSBA
Laurel School
Prep
Private Harbour Investment Management June 2014 - Present
Bessemer Trust March 2008 - February 2011
OppenheimerFunds March 2005 - January 2008
Schroders 1998 - 2002
Credit Suisse First Boston July 1995 - April 1997
SG Warburg (now UBS) March 1992 - June 1995
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1999
MBA
Miami University 1980 — 1984
BSBA
Laurel School
Prep
Susan R. Schoenfeld Susan R. Schoenfeld's Bessemer Trust Experience June 1998 - August 2012
Job CEO at Wealth Legacy Advisors LLC, Objective advisor to families of wealth through personal attention and human spirit
Industry Financial Services
Experience
Wealth Legacy Advisors LLC July 2013 - Present
Broadway Training Center of Westchester 2002 - Present
Private Single Family Office 2012 - 2013
Bessemer Trust June 1998 - August 2012
Skills
Family Office, High Net Worth..., Trusts, Philanthropy, Family Meetings, Succession Planning, Family Business, Estate Planning, Public Speaking, Wealth, Legacies, Legacy Giving, Governance, Estate Tax Planning, Wealth Management, Asset Management, CPA, Alternative Investments, Wealth Management..., Tax, Hedge Funds, Nonprofits, Estate Law, Private Equity, Tax Research, LLC, Partnership Taxation
Education
New York University School of Law 1986 — 1989
LL.M., Taxation
Pace University School of Law 1981 — 1985
J.D., Law
Pace University - Lubin School of Business 1980 — 1981
MBA, Accounting
Pace University-Pleasantville/Briarcliff Campus 1978 — 1981
BBA, Accounting, Summa Cum Laude
Wealth Legacy Advisors LLC July 2013 - Present
Broadway Training Center of Westchester 2002 - Present
Private Single Family Office 2012 - 2013
Bessemer Trust June 1998 - August 2012
Skills
Family Office, High Net Worth..., Trusts, Philanthropy, Family Meetings, Succession Planning, Family Business, Estate Planning, Public Speaking, Wealth, Legacies, Legacy Giving, Governance, Estate Tax Planning, Wealth Management, Asset Management, CPA, Alternative Investments, Wealth Management..., Tax, Hedge Funds, Nonprofits, Estate Law, Private Equity, Tax Research, LLC, Partnership Taxation
Education
New York University School of Law 1986 — 1989
LL.M., Taxation
Pace University School of Law 1981 — 1985
J.D., Law
Pace University - Lubin School of Business 1980 — 1981
MBA, Accounting
Pace University-Pleasantville/Briarcliff Campus 1978 — 1981
BBA, Accounting, Summa Cum Laude
Sandra Wong Sandra Wong's Bessemer Trust Experience December 2011 - April 2014
Job Chief of Staff, Operations Manager at Ambitsel, Inc.
Industry Consumer Electronics
Experience
Ambitsel, Inc. May 2014 - Present
Bessemer Trust December 2011 - April 2014
HSBC October 2010 - December 2011
Citibank, N.A. July 2008 - October 2010
Skills
Banking, Account Reconciliation, Cross Selling, Finance, Management, Investments, Sales, Customer Service, Microsoft Excel, Financial Modeling, Analysis
Education
San Francisco State University 2004 — 2009
Bachelor of Science, Corporate Finance/Financial Services
University of California, Los Angeles
Business and Personal/Financial Services
Ambitsel, Inc. May 2014 - Present
Bessemer Trust December 2011 - April 2014
HSBC October 2010 - December 2011
Citibank, N.A. July 2008 - October 2010
Skills
Banking, Account Reconciliation, Cross Selling, Finance, Management, Investments, Sales, Customer Service, Microsoft Excel, Financial Modeling, Analysis
Education
San Francisco State University 2004 — 2009
Bachelor of Science, Corporate Finance/Financial Services
University of California, Los Angeles
Business and Personal/Financial Services
Stephanie (Mui) Edginton Stephanie (Mui) Edginton's Bessemer Trust Experience August 2003 - April 2004
Job Regional Business Analyst NAC at OOCL
Industry Transportation/Trucking/Railroad
Experience
OOCL August 2015 - Present
CSAV Liner Shipping May 2010 - May 2015
CSAV Liner Shipping September 2004 - April 2010
Bessemer Trust August 2003 - April 2004
Skills
Clientele Development, Customer Service, Sales, Sales Operations, Transportation, Freight, Shipping, Ocean Freight, Container Shipping, International Shipping, Logistics, Export, Import, Export-Import, Contract Negotiation, Account Management, Allocations, International Logistics, Microsoft Office, Process Improvement, Pricing, Lotus Notes, AS400 Administration, Tariffs, QlikView, GDS
Education
Rutgers University-New Brunswick
Economics / Anthropology
Salt Lake Community College
Business Administration and Management, General / Chinese Language and Literature
OOCL August 2015 - Present
CSAV Liner Shipping May 2010 - May 2015
CSAV Liner Shipping September 2004 - April 2010
Bessemer Trust August 2003 - April 2004
Skills
Clientele Development, Customer Service, Sales, Sales Operations, Transportation, Freight, Shipping, Ocean Freight, Container Shipping, International Shipping, Logistics, Export, Import, Export-Import, Contract Negotiation, Account Management, Allocations, International Logistics, Microsoft Office, Process Improvement, Pricing, Lotus Notes, AS400 Administration, Tariffs, QlikView, GDS
Education
Rutgers University-New Brunswick
Economics / Anthropology
Salt Lake Community College
Business Administration and Management, General / Chinese Language and Literature
Jennie Xu's Bessemer Trust Experience March 2012 - June 2012
Job Financial Manager at The Motley Coffeehouse
Industry Financial Services
Experience
Scripps Associated Students September 2015 - Present
The Motley Coffeehouse September 2014 - Present
Berger Hirschberg Strategies May 2014 - August 2014
The Motley Coffeehouse September 2012 - May 2014
Love + Water Designs June 2012 - September 2012
Bessemer Trust March 2012 - June 2012
The Wartburg Foundation June 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Photoshop, Graphic Design, Social Networking, Community Outreach, Microsoft Excel, Editing, Fundraising, Leadership, Non-profits, Event Planning, Social Media, Nonprofits
Education
Scripps College 2012 — 2016
Economics, Political Science and Government
Pelham Memorial High School 2008 — 2012
Claremont Colleges
Claremont Colleges
Scripps Associated Students September 2015 - Present
The Motley Coffeehouse September 2014 - Present
Berger Hirschberg Strategies May 2014 - August 2014
The Motley Coffeehouse September 2012 - May 2014
Love + Water Designs June 2012 - September 2012
Bessemer Trust March 2012 - June 2012
The Wartburg Foundation June 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Photoshop, Graphic Design, Social Networking, Community Outreach, Microsoft Excel, Editing, Fundraising, Leadership, Non-profits, Event Planning, Social Media, Nonprofits
Education
Scripps College 2012 — 2016
Economics, Political Science and Government
Pelham Memorial High School 2008 — 2012
Claremont Colleges
Claremont Colleges
David Bausman David Bausman's Bessemer Trust Experience June 2003 - December 2008
Job Vice President at BRF INC.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth January 2009 - Present
Bessemer Trust June 2003 - December 2008
Skills
Financial Planning, Financial Analysis, Financial Services, Finance, private wealth..., Account Management, Public Markets
Education
Santa Clara University - Leavey School of Business
Master of Business Administration (M.B.A.), Masters in Business Administration
Sonoma State University
Bachelor's Degree, Business Administration, First Class
Brownson, Rehmus & Foxworth January 2009 - Present
Bessemer Trust June 2003 - December 2008
Skills
Financial Planning, Financial Analysis, Financial Services, Finance, private wealth..., Account Management, Public Markets
Education
Santa Clara University - Leavey School of Business
Master of Business Administration (M.B.A.), Masters in Business Administration
Sonoma State University
Bachelor's Degree, Business Administration, First Class
David McCarthy's Bessemer Trust Experience December 2000 - October 2007
Job
Industry Pharmaceuticals
Experience
BD February 2015 - March 2015
Express Scripts (formerly Medco Health Solutions, Inc) April 2012 - May 2014
Express Scripts (formely Medco Health Solutions) December 2007 - May 2014
Cleary Gottlieb Steen & Hamilton LLP October 2007 - December 2007
Bessemer Trust December 2000 - October 2007
TD Waterhouse January 2000 - December 2000
Merck-Medco Rx Services of NJ November 1995 - December 1999
Skills
Process Improvement, Strategic Planning, Employee Benefits, Healthcare, HIPAA, Cross-functional Team..., Negotiation, Purchasing, Vendor Management, Data Analysis, Management, Healthcare Information..., Visio, Leadership, Training, Managed Care, Team Building, Medicare Part D, Pharmacy Benefit..., Software Documentation, Pharmacy
Education
Montclair State University 1990 — 1995
BA, Psychology
Clifton High School 1985 — 1989
High School Diploma
BD February 2015 - March 2015
Express Scripts (formerly Medco Health Solutions, Inc) April 2012 - May 2014
Express Scripts (formely Medco Health Solutions) December 2007 - May 2014
Cleary Gottlieb Steen & Hamilton LLP October 2007 - December 2007
Bessemer Trust December 2000 - October 2007
TD Waterhouse January 2000 - December 2000
Merck-Medco Rx Services of NJ November 1995 - December 1999
Skills
Process Improvement, Strategic Planning, Employee Benefits, Healthcare, HIPAA, Cross-functional Team..., Negotiation, Purchasing, Vendor Management, Data Analysis, Management, Healthcare Information..., Visio, Leadership, Training, Managed Care, Team Building, Medicare Part D, Pharmacy Benefit..., Software Documentation, Pharmacy
Education
Montclair State University 1990 — 1995
BA, Psychology
Clifton High School 1985 — 1989
High School Diploma
Jonathan Mahr's Bessemer Trust Experience August 2015 - Present
Job Automation Engineer at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust August 2015 - Present
Infinity Info Systems July 2014 - April 2015
Application Consulting Group March 2005 - July 2014
Rutgers University Residential Networking September 2003 - March 2005
Rutgers University Computing Services (RUCS) September 2001 - March 2005
Skills
Business Intelligence, Databases, Visual Basic, SQL, Requirements Analysis, Data Warehousing, OLAP, Java, MySQL, Windows Server..., Network & Systems..., MS Active Directory, Desktop Support, Microsoft Dynamics, SalesLogix, Windows Server 2012, HTML, JavaScript, ASP, Windows 2000/XP/Vista/7, Exchange Server..., MS Analysis..., MS Terminal Services, Exchange Server..., Windows Server..., SonicWall Corporate..., Symantec Backup Exec, Oracle Express, MS CRM 2011, Windows 8.1, Infor CRM, MS Dynamics CRM, Scribe Insight, ClickDimensions, K2, VMware, ADFS, Business Analysis, Windows 8, Active Directory, Microsoft CRM, Microsoft SQL Server, Windows Server, Technical Support
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Bessemer Trust August 2015 - Present
Infinity Info Systems July 2014 - April 2015
Application Consulting Group March 2005 - July 2014
Rutgers University Residential Networking September 2003 - March 2005
Rutgers University Computing Services (RUCS) September 2001 - March 2005
Skills
Business Intelligence, Databases, Visual Basic, SQL, Requirements Analysis, Data Warehousing, OLAP, Java, MySQL, Windows Server..., Network & Systems..., MS Active Directory, Desktop Support, Microsoft Dynamics, SalesLogix, Windows Server 2012, HTML, JavaScript, ASP, Windows 2000/XP/Vista/7, Exchange Server..., MS Analysis..., MS Terminal Services, Exchange Server..., Windows Server..., SonicWall Corporate..., Symantec Backup Exec, Oracle Express, MS CRM 2011, Windows 8.1, Infor CRM, MS Dynamics CRM, Scribe Insight, ClickDimensions, K2, VMware, ADFS, Business Analysis, Windows 8, Active Directory, Microsoft CRM, Microsoft SQL Server, Windows Server, Technical Support
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Kristin Ashman, J.D.'s Bessemer Trust Experience July 2003 - October 2003
Job Regional Trust Head at Brown Brothers Harriman Trust Company, N.A.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. November 2003 - Present
Bessemer Trust July 2003 - October 2003
Citigroup May 2000 - July 2003
First Union National Bank October 1998 - May 2000
Council of Europe August 1997 - December 1997
Skills
Trusts, Wealth Management, Investments, High Net Worth..., Financial Advisory, Estate Administration, Estate Law, Asset Allocation, Tax, Estate Planning, Banking
Education
New York Law School 2001 — 2005
JD
Syracuse University 1994 — 1998
Bachelor's Degree, Economics, International Relations, & French
Brown Brothers Harriman & Co. November 2003 - Present
Bessemer Trust July 2003 - October 2003
Citigroup May 2000 - July 2003
First Union National Bank October 1998 - May 2000
Council of Europe August 1997 - December 1997
Skills
Trusts, Wealth Management, Investments, High Net Worth..., Financial Advisory, Estate Administration, Estate Law, Asset Allocation, Tax, Estate Planning, Banking
Education
New York Law School 2001 — 2005
JD
Syracuse University 1994 — 1998
Bachelor's Degree, Economics, International Relations, & French
Hank Hagey's Bessemer Trust Experience January 2014 - Present
Job Portfolio Manager U.S. Large Cap at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust January 2014 - Present
Bessemer Trust December 2007 - December 2013
Artemis Investment Management 2005 - November 2007
Citigroup Asset Management 2000 - 2004
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Finance
Middlebury College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Menlo-Atherton High School 1982 — 1986
Bessemer Trust January 2014 - Present
Bessemer Trust December 2007 - December 2013
Artemis Investment Management 2005 - November 2007
Citigroup Asset Management 2000 - 2004
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Finance
Middlebury College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Menlo-Atherton High School 1982 — 1986
Ronak Desai, CFIRS's Bessemer Trust Experience August 2007 - Present
Job Vice President, Audit Manager at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2007 - Present
Dow Jones July 2005 - August 2007
Education
Philadelphia University 2003 — 2005
MBA, Finance
South Gujarat University 1999 — 2002
BS, Engineering
Bessemer Trust August 2007 - Present
Dow Jones July 2005 - August 2007
Education
Philadelphia University 2003 — 2005
MBA, Finance
South Gujarat University 1999 — 2002
BS, Engineering
Nicholas Klein, CAIA's Bessemer Trust Experience September 2013 - September 2014
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. September 2014 - Present
Bessemer Trust September 2013 - September 2014
Goldman, Sachs & Co. October 2009 - May 2012
Managers Investment Group June 2007 - October 2009
Skills
Series 7, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations: Economics, Entrepreneurship, & Finance
Miami University
B.S. Business Administration, Major: Finance, Thematic Sequence: Chemistry
Cathedral High School
Oxford Financial Group, Ltd. September 2014 - Present
Bessemer Trust September 2013 - September 2014
Goldman, Sachs & Co. October 2009 - May 2012
Managers Investment Group June 2007 - October 2009
Skills
Series 7, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations: Economics, Entrepreneurship, & Finance
Miami University
B.S. Business Administration, Major: Finance, Thematic Sequence: Chemistry
Cathedral High School
Jennifer Sierra's Bessemer Trust Experience November 2014 - Present
Job Senior Accounting & Benefits Administrator
Industry Accounting
Experience
Bessemer Trust November 2014 - Present
Strategic Industries, LLC February 2002 - November 2014
Sportcraft, Ltd. November 1997 - February 2002
Skills
Accounting, Financial Reporting, Account Reconciliation, General Ledger, Employee Benefits, Benefit Plan Accounting, Pension Plan termination, Pension Plan..., 401(k) plans, Healthcare plans, Benefit Plan Renewals, Audits of Employee..., 5500 filings, Payroll, Bank Reconciliations, Year-end Close, Accounts Payable
Education
Middlesex County College 2010 — 2012
Associate of Science (A.S.), Accounting
Rutgers University-New Brunswick 1991 — 1993
Bessemer Trust November 2014 - Present
Strategic Industries, LLC February 2002 - November 2014
Sportcraft, Ltd. November 1997 - February 2002
Skills
Accounting, Financial Reporting, Account Reconciliation, General Ledger, Employee Benefits, Benefit Plan Accounting, Pension Plan termination, Pension Plan..., 401(k) plans, Healthcare plans, Benefit Plan Renewals, Audits of Employee..., 5500 filings, Payroll, Bank Reconciliations, Year-end Close, Accounts Payable
Education
Middlesex County College 2010 — 2012
Associate of Science (A.S.), Accounting
Rutgers University-New Brunswick 1991 — 1993
Jim Kronenberg's Bessemer Trust Experience 2001 - Present
Job Managing Director and Chief Fiduciary Counsel at Bessemer Trust
Industry Law Practice
Experience
Bessemer Trust 2001 - Present
Patterson Belknap Webb & Tyler LLP 1995 - 2001
Education
New York University School of Law 1991 — 1994
J.D., LL.M.
University of Pennsylvania 1987 — 1991
BA
Bessemer Trust 2001 - Present
Patterson Belknap Webb & Tyler LLP 1995 - 2001
Education
New York University School of Law 1991 — 1994
J.D., LL.M.
University of Pennsylvania 1987 — 1991
BA
Frank Angotti's Bessemer Trust Experience February 2011 - Present
Job Tax Manager
Industry Accounting
Experience
Bessemer Trust February 2011 - Present
Education
St. Francis College 1996 — 2000
Bessemer Trust February 2011 - Present
Education
St. Francis College 1996 — 2000
Timothy Molloy's Bessemer Trust Experience May 1999 - Present
Job Senior VP & Senior Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 1999 - Present
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Banking, Wealth Management, Family Office, Multi-generational..., Wealth Preservation..., Charitable Trusts, Trust Management, Fiduciary Services, Investment Policy..., Tactical Asset..., Wealth Management..., High Net Worth..., Hedge Funds, Fund Of Funds, Private Banking, Estate Planning, Private Equity, Estate Tax Planning, Asset Managment, Asset Allocation, Trust Services, Investments, Series 7, Mutual Funds, Fixed Income, Equities, ETFs, Securities, Wealth, Financial Advisory, Portfolio Management, Bloomberg, Retirement Planning, Trusts, Capital Markets, Equity Valuation, Financial Planners, Financial Services, Strategic Financial..., Financial Markets, Retirement, Investment Advisory..., Structured Products, Financial Modeling, IRAs, Finance
Education
New York University
Bessemer Trust May 1999 - Present
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Banking, Wealth Management, Family Office, Multi-generational..., Wealth Preservation..., Charitable Trusts, Trust Management, Fiduciary Services, Investment Policy..., Tactical Asset..., Wealth Management..., High Net Worth..., Hedge Funds, Fund Of Funds, Private Banking, Estate Planning, Private Equity, Estate Tax Planning, Asset Managment, Asset Allocation, Trust Services, Investments, Series 7, Mutual Funds, Fixed Income, Equities, ETFs, Securities, Wealth, Financial Advisory, Portfolio Management, Bloomberg, Retirement Planning, Trusts, Capital Markets, Equity Valuation, Financial Planners, Financial Services, Strategic Financial..., Financial Markets, Retirement, Investment Advisory..., Structured Products, Financial Modeling, IRAs, Finance
Education
New York University
Elaine Molinaro's Bessemer Trust Experience March 2002 - August 2012
Job Director at Morgan Stanley Compliance
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Moody's Corporation August 2012 - May 2014
Bessemer Trust March 2002 - August 2012
Skills
FINRA, AML, KYC, Hedge Funds, Fund Of Funds, Series 7, Equities, Securities, Alternative Investments, Fixed Income, Asset Managment, Wealth Management, Series 63, Mutual Funds, Private Equity, Investment Management, Investments, Investment Advisory
Education
Rutgers University 1998 — 2002
Master's degree
Northwestern University 1989 — 1993
Bachelor's of Communications
New York University
Master's degree
Morgan Stanley September 2014 - Present
Moody's Corporation August 2012 - May 2014
Bessemer Trust March 2002 - August 2012
Skills
FINRA, AML, KYC, Hedge Funds, Fund Of Funds, Series 7, Equities, Securities, Alternative Investments, Fixed Income, Asset Managment, Wealth Management, Series 63, Mutual Funds, Private Equity, Investment Management, Investments, Investment Advisory
Education
Rutgers University 1998 — 2002
Master's degree
Northwestern University 1989 — 1993
Bachelor's of Communications
New York University
Master's degree
Mark Angebranndt's Bessemer Trust Experience May 1995 - March 2006
Job SVP/Senior Project Manager at U.S. Trust Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust Bank of America Private Wealth Management April 2006 - Present
Bessemer Trust May 1995 - March 2006
Skills
Project Management, Business Analysis, Data Analysis, Project Planning, Training Delivery, Project Communications, Financial Systems Design, User Interface Design, User Acceptance Testing, Support Documentation, Private Banking, Wealth Management, Financial Services, Management, Visio, Requirements Analysis, Business Requirements, Training, Process Improvement, Cross-functional Team..., Business Development, Resource Management, Leadership, Finance
Education
Palm Beach Atlantic University 1991 — 1995
Bachelor of Arts (B.A.), Computer Information Systems
U.S. Trust Bank of America Private Wealth Management April 2006 - Present
Bessemer Trust May 1995 - March 2006
Skills
Project Management, Business Analysis, Data Analysis, Project Planning, Training Delivery, Project Communications, Financial Systems Design, User Interface Design, User Acceptance Testing, Support Documentation, Private Banking, Wealth Management, Financial Services, Management, Visio, Requirements Analysis, Business Requirements, Training, Process Improvement, Cross-functional Team..., Business Development, Resource Management, Leadership, Finance
Education
Palm Beach Atlantic University 1991 — 1995
Bachelor of Arts (B.A.), Computer Information Systems
Dinyar Kalwachwala's Bessemer Trust Experience January 2014 - Present
Job Associate Vice President at Bessemer Trust
Industry Investment Banking
Experience
Bessemer Trust January 2014 - Present
Bessemer Trust March 2010 - December 2013
Software International Inc August 2003 - February 2010
Skills
Hedge Funds, Equities, Due Diligence, Portfolio Management, Business Analysis, Alternative Investments, SDLC, Asset Management, Private Equity, Asset Managment, Business Intelligence, Business Analytics, IBM Cognos, IBM Cognos Report Studio, IBM Cognos Active..., IBM Cognos BI..., IBM Cognos Connection
Education
National College 1997 — 2000
BS, Chemistry
St. Johns High School
Bessemer Trust January 2014 - Present
Bessemer Trust March 2010 - December 2013
Software International Inc August 2003 - February 2010
Skills
Hedge Funds, Equities, Due Diligence, Portfolio Management, Business Analysis, Alternative Investments, SDLC, Asset Management, Private Equity, Asset Managment, Business Intelligence, Business Analytics, IBM Cognos, IBM Cognos Report Studio, IBM Cognos Active..., IBM Cognos BI..., IBM Cognos Connection
Education
National College 1997 — 2000
BS, Chemistry
St. Johns High School
Gene Dobek's Bessemer Trust Experience February 1998 - Present
Job Associate Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 1998 - Present
Skills
Alternative Investments, Derivatives, Banking, Asset Management, Investments, Private Equity, Fund Of Funds, Financial Services, Mutual Funds
Education
Montclair State University 1991 — 1995
Bessemer Trust February 1998 - Present
Skills
Alternative Investments, Derivatives, Banking, Asset Management, Investments, Private Equity, Fund Of Funds, Financial Services, Mutual Funds
Education
Montclair State University 1991 — 1995
Angelo Susi's Bessemer Trust Experience October 2006 - April 2013
Job Consultant Fixed Income Portfolio Management Systems at JP Morgan Chase
Industry Financial Services
Experience
Independent Financial Consultant May 2013 - Present
Bessemer Trust October 2006 - April 2013
Random Walk Consulting January 2005 - January 2006
GovPX March 1992 - December 2003
Dow Jones January 1991 - January 1993
Dow Jones Telerate 1990 - 1993
Telerate January 1988 - 1991
Tradecenter 1989 - 1990
MCI January 1987 - January 1988
AT&T Bell Laboratories March 1977 - January 1987
Skills
Fixed Income, Trading, Portfolio Management, Equities, Hedge Funds, Asset Management, Investments, Derivatives, Market Data, Investment Banking, Bloomberg, Fixed Income Portfolio..., Series 7, Capital Markets, Alternative Investments, Asset Managment, Financial Services, Securities, Electronic Trading, Management, Financial Markets, FX Options, Business Analysis, Trading Systems, Investment Management, Risk Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and Management
New York University - Polytechnic School of Engineering 1979 — 1984
BSEE, Engineering
Independent Financial Consultant May 2013 - Present
Bessemer Trust October 2006 - April 2013
Random Walk Consulting January 2005 - January 2006
GovPX March 1992 - December 2003
Dow Jones January 1991 - January 1993
Dow Jones Telerate 1990 - 1993
Telerate January 1988 - 1991
Tradecenter 1989 - 1990
MCI January 1987 - January 1988
AT&T Bell Laboratories March 1977 - January 1987
Skills
Fixed Income, Trading, Portfolio Management, Equities, Hedge Funds, Asset Management, Investments, Derivatives, Market Data, Investment Banking, Bloomberg, Fixed Income Portfolio..., Series 7, Capital Markets, Alternative Investments, Asset Managment, Financial Services, Securities, Electronic Trading, Management, Financial Markets, FX Options, Business Analysis, Trading Systems, Investment Management, Risk Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and Management
New York University - Polytechnic School of Engineering 1979 — 1984
BSEE, Engineering
Desiree (Cordingley) Davis's Bessemer Trust Experience January 2011 - Present
Job Senior Vice President, External Manager Solutions at Bessemer Trust
Industry Banking
Experience
Bessemer Trust January 2011 - Present
Piper Jaffray July 2006 - December 2010
CIBC World Markets 2005 - 2005
Bessemer Trust June 2000 - June 2004
Skills
Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Securities, Bloomberg, Structured Finance, Investment Advisory, Financial Services, Investment Management, Capital Markets, Series 63, Emerging Markets, Hedge Funds, Venture Capital, Equity Research, Asset Management, Investments, Equity Valuation
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Miami University 1996 — 2000
BS, Finance, General
Bessemer Trust January 2011 - Present
Piper Jaffray July 2006 - December 2010
CIBC World Markets 2005 - 2005
Bessemer Trust June 2000 - June 2004
Skills
Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Securities, Bloomberg, Structured Finance, Investment Advisory, Financial Services, Investment Management, Capital Markets, Series 63, Emerging Markets, Hedge Funds, Venture Capital, Equity Research, Asset Management, Investments, Equity Valuation
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Miami University 1996 — 2000
BS, Finance, General
Kyle McKendrick's Bessemer Trust Experience October 2010 - May 2012
Job Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle August 2015 - Present
Oracle June 2013 - Present
ADP May 2012 - June 2013
Bessemer Trust October 2010 - May 2012
Dow Jones Indexes June 2010 - October 2010
Skills
Financial Analysis, Mutual Funds, Fixed Income, Investments, Microsoft Excel, Salesforce.com, Financial Modeling, PowerPoint, Microsoft Office, Access, Hedge Funds, Sales, Financial Services, Human Resources, Negotiation, Series 7, Business Development, Consultative Sales..., Asset Management, Management, Account Management, CRM
Education
Quinnipiac University 2005 — 2009
Bachelors, Finance, International Business
Oracle August 2015 - Present
Oracle June 2013 - Present
ADP May 2012 - June 2013
Bessemer Trust October 2010 - May 2012
Dow Jones Indexes June 2010 - October 2010
Skills
Financial Analysis, Mutual Funds, Fixed Income, Investments, Microsoft Excel, Salesforce.com, Financial Modeling, PowerPoint, Microsoft Office, Access, Hedge Funds, Sales, Financial Services, Human Resources, Negotiation, Series 7, Business Development, Consultative Sales..., Asset Management, Management, Account Management, CRM
Education
Quinnipiac University 2005 — 2009
Bachelors, Finance, International Business
Helen Mendez's Bessemer Trust Experience October 2014 - Present
Job Paralegal at Bessemer Trust
Industry Insurance
Experience
Bessemer Trust October 2014 - Present
Skills
Derivatives, Fixed Income, Bloomberg Terminal, Corporate Finance, Financial Analysis, Structured Products, Banking, Software Documentation, Credit Derivatives, ABS, Restructuring
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Business and Information Technology
Pace University Continuing & Professional Education 2011 — 2012
Paralegal Certificate Program, Paralegal
Bessemer Trust October 2014 - Present
Skills
Derivatives, Fixed Income, Bloomberg Terminal, Corporate Finance, Financial Analysis, Structured Products, Banking, Software Documentation, Credit Derivatives, ABS, Restructuring
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Business and Information Technology
Pace University Continuing & Professional Education 2011 — 2012
Paralegal Certificate Program, Paralegal
Edward J. Norman's Bessemer Trust Experience April 2006 - Present
Job Vice President, Business Analyst Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2006 - Present
Merrill Lynch 2002 - 2006
KLG, Inc 1999 - 2001
Education
Rowan University 1996 — 2001
Colonia High School 1992 — 1996
Bessemer Trust April 2006 - Present
Merrill Lynch 2002 - 2006
KLG, Inc 1999 - 2001
Education
Rowan University 1996 — 2001
Colonia High School 1992 — 1996
Peter Yao's Bessemer Trust Experience August 1999 - Present
Job Handson
Industry Financial Services
Experience
Bessemer Trust August 1999 - Present
Strategic Network Designs 1994 - July 1999
AIG 1992 - 1994
Education
New Jersey Institute of Technology 1989 — 1993
BS, Computer Science
WPHS 1986 — 1989
High school
Bessemer Trust August 1999 - Present
Strategic Network Designs 1994 - July 1999
AIG 1992 - 1994
Education
New Jersey Institute of Technology 1989 — 1993
BS, Computer Science
WPHS 1986 — 1989
High school
Edna Guzman's Bessemer Trust Experience 2000 - Present
Job Assistant Vice President, Senior Control Desk Associate at Bessemer Trust
Industry Banking
Experience
Bessemer Trust 2000 - Present
Education
Rutgers University-New Brunswick 1997 — 2002
Bessemer Trust 2000 - Present
Education
Rutgers University-New Brunswick 1997 — 2002
Lisa Corcoran's Bessemer Trust Experience April 2007 - Present
Job Senior VP, Senior Private Equity Fund Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2007 - Present
Needham & Company April 2004 - April 2007
Bernstein Investment Research & Management May 1998 - April 2004
Skills
Private Equity, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Fund Administration, Alternative Investments, Investments, Equities, Valuation, Wealth Management, Due Diligence, Asset Allocation, Financial Services, Financial Modeling
Education
NYU 1994 — 1998
BA, Economics
Bessemer Trust April 2007 - Present
Needham & Company April 2004 - April 2007
Bernstein Investment Research & Management May 1998 - April 2004
Skills
Private Equity, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Fund Administration, Alternative Investments, Investments, Equities, Valuation, Wealth Management, Due Diligence, Asset Allocation, Financial Services, Financial Modeling
Education
NYU 1994 — 1998
BA, Economics
Avita Sukhram's Bessemer Trust Experience June 2002 - February 2004
Job
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower June 2011 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2010 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2008 - April 2010
Needham & Company May 2007 - June 2008
Thomson Financial August 2005 - April 2007
Thomson Financial September 2004 - August 2005
Bessemer Trust June 2002 - February 2004
Skills
Hedge Funds, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Business Strategy, Investments, Economics, Financial Analysis, Risk Management, Competitive Analysis, Trading, Business Development, Mergers & Acquisitions, Equity Research, Portfolio Management, Strategy, Securities, Asset Management, CRM, Fixed Income
Education
Rutgers University-New Brunswick 2000 — 2004
B.A.
HighTower January 2015 - Present
HighTower June 2011 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2010 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2008 - April 2010
Needham & Company May 2007 - June 2008
Thomson Financial August 2005 - April 2007
Thomson Financial September 2004 - August 2005
Bessemer Trust June 2002 - February 2004
Skills
Hedge Funds, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Business Strategy, Investments, Economics, Financial Analysis, Risk Management, Competitive Analysis, Trading, Business Development, Mergers & Acquisitions, Equity Research, Portfolio Management, Strategy, Securities, Asset Management, CRM, Fixed Income
Education
Rutgers University-New Brunswick 2000 — 2004
B.A.
Parag N. Shah's Bessemer Trust Experience December 2007 - June 2014
Job Tax InCharge at Windham Brannon
Industry Accounting
Experience
Windham Brannon August 2014 - Present
Bessemer Trust December 2007 - June 2014
PricewaterhouseCoopers December 2000 - December 2007
Skills
Income Tax, High Net Worth..., Wealth Management, Tax Preparation, Microsoft Excel, Tax Returns, Fund Of Funds, Alternative Investments, Investment Management, Financial Planners, Estate Tax Planning, Estate Planning, Tax
Education
Pace University - Lubin School of Business 1998 — 2001
BBA
Windham Brannon August 2014 - Present
Bessemer Trust December 2007 - June 2014
PricewaterhouseCoopers December 2000 - December 2007
Skills
Income Tax, High Net Worth..., Wealth Management, Tax Preparation, Microsoft Excel, Tax Returns, Fund Of Funds, Alternative Investments, Investment Management, Financial Planners, Estate Tax Planning, Estate Planning, Tax
Education
Pace University - Lubin School of Business 1998 — 2001
BBA
Monica Tarantino's Bessemer Trust Experience 2001 - 2005
Job Owner, A Taste of Home
Industry Food & Beverages
Experience
A Taste of Home June 2005 - Present
Bessemer Trust 2001 - 2005
Lord Abbett 1998 - 2001
Citibank March 1984 - October 1998
Skills
Public Speaking, Leadership, Strategic Planning, Team Building, Cakes, Budgets, New Business Development, Event Planning, Time Management, Sales Operations, Estate Planning, Fundraising, Event Management, Customer Service, Management, Marketing, Social Networking, Public Relations, Marketing Strategy, Small Business, Bakery, Negotiation, Nonprofits, Sales, Social Media Marketing, Social Media, CRM, Entrepreneurship, Advertising, Marketing Communications, Strategy, Online Marketing
Education
St. John's University 1977 — 1979
Master of Business Administration (M.B.A.), Management Science
St. John's University
Bachelor's Degree, Accounting
A Taste of Home June 2005 - Present
Bessemer Trust 2001 - 2005
Lord Abbett 1998 - 2001
Citibank March 1984 - October 1998
Skills
Public Speaking, Leadership, Strategic Planning, Team Building, Cakes, Budgets, New Business Development, Event Planning, Time Management, Sales Operations, Estate Planning, Fundraising, Event Management, Customer Service, Management, Marketing, Social Networking, Public Relations, Marketing Strategy, Small Business, Bakery, Negotiation, Nonprofits, Sales, Social Media Marketing, Social Media, CRM, Entrepreneurship, Advertising, Marketing Communications, Strategy, Online Marketing
Education
St. John's University 1977 — 1979
Master of Business Administration (M.B.A.), Management Science
St. John's University
Bachelor's Degree, Accounting
Mark Georges's Bessemer Trust Experience November 2007 - Present
Job Associate Vice President Corporate Intranet / Internet at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust November 2007 - Present
OppenheimerFunds April 2000 - November 2007
Giorgio Armani October 1997 - April 2000
Anistics December 1992 - May 1994
Independent Consultant September 1990 - December 1992
Cohane Rafferty Securities, Inc. November 1988 - September 1990
American Portfolio Services October 1987 - November 1988
Wilson Elser Moskowitz Edelman and Dicker September 1986 - October 1987
Education
New Jersey Institute of Technology 2005 — 2007
Masters of Business Administration in Technology Management
New York University 2004 — 2005
Certificate, Java Programming
New York Institute of Technology 1994 — 1997
Bachelor of Science, Computer Science
Bessemer Trust November 2007 - Present
OppenheimerFunds April 2000 - November 2007
Giorgio Armani October 1997 - April 2000
Anistics December 1992 - May 1994
Independent Consultant September 1990 - December 1992
Cohane Rafferty Securities, Inc. November 1988 - September 1990
American Portfolio Services October 1987 - November 1988
Wilson Elser Moskowitz Edelman and Dicker September 1986 - October 1987
Education
New Jersey Institute of Technology 2005 — 2007
Masters of Business Administration in Technology Management
New York University 2004 — 2005
Certificate, Java Programming
New York Institute of Technology 1994 — 1997
Bachelor of Science, Computer Science
Matthew Foster, Esq., MBA's Bessemer Trust Experience August 2013 - Present
Job Assistant Vice President, Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2013 - Present
Perry Ellis International November 2012 - August 2013
KVR Trade Finance Fund June 2011 - August 2011
Law Offices of Spencer G. Morgan March 2010 - August 2010
Judge Scott J. Silverman May 2009 - July 2009
The Boston Globe June 2006 - December 2007
Skills
Investments, Real Estate, Insurance, PowerPoint
Education
University of Miami 2008 — 2012
JD/MBA, Cum Laude
Northeastern University 2003 — 2008
BA, Communications Studies, Minor in Business Administration, Cum Laude
Bessemer Trust August 2013 - Present
Perry Ellis International November 2012 - August 2013
KVR Trade Finance Fund June 2011 - August 2011
Law Offices of Spencer G. Morgan March 2010 - August 2010
Judge Scott J. Silverman May 2009 - July 2009
The Boston Globe June 2006 - December 2007
Skills
Investments, Real Estate, Insurance, PowerPoint
Education
University of Miami 2008 — 2012
JD/MBA, Cum Laude
Northeastern University 2003 — 2008
BA, Communications Studies, Minor in Business Administration, Cum Laude
Lori Gryga's Bessemer Trust Experience December 1992 - April 1998
Job Fiduciary Tax Accountant at Cummings & Lockwood LLC
Industry Accounting
Experience
Cummings & Lockwood LLC March 2004 - Present
Bessemer Trust December 1992 - April 1998
Barclays Bank PLC February 1991 - December 1992
Bankers Trust Company September 1986 - February 1991
Skills
Tax, Management, Accounting
Education
Queens College 1975 — 1979
Bachelor's Degree, Accounting
Cummings & Lockwood LLC March 2004 - Present
Bessemer Trust December 1992 - April 1998
Barclays Bank PLC February 1991 - December 1992
Bankers Trust Company September 1986 - February 1991
Skills
Tax, Management, Accounting
Education
Queens College 1975 — 1979
Bachelor's Degree, Accounting
Leo Fitzpatrick's Bessemer Trust Experience 1997 - 2002
Job Director of IT at Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg August 2002 - Present
Bessemer Trust 1997 - 2002
Skills
Leadership, Project Management, Mergers & Acquisitions, Start-ups, Strategic Planning, SaaS, Vendor Management, Financial Modeling, IT Management, Private Equity, Cloud Computing, Business Continuity..., Financial Analysis, Technology Management, Venture Capital, Valuation, Due Diligence
Education
Rider University 1986 — 1990
BS, Decision Science/Information Technology
Lindsay Goldberg August 2002 - Present
Bessemer Trust 1997 - 2002
Skills
Leadership, Project Management, Mergers & Acquisitions, Start-ups, Strategic Planning, SaaS, Vendor Management, Financial Modeling, IT Management, Private Equity, Cloud Computing, Business Continuity..., Financial Analysis, Technology Management, Venture Capital, Valuation, Due Diligence
Education
Rider University 1986 — 1990
BS, Decision Science/Information Technology
Ellen Hannan's Bessemer Trust Experience 1989 - 1994
Job Director of E&P Research at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. MD/PrincipalBear Stearns & Co1998 - 2008
Prudential Securities 1994 - 1998
Bessemer Trust 1989 - 1994
John S. Herold, Inc. 1986 - 1989
Texaco 1978 - 1986
Education
Skidmore College 1974 — 1978
Business
American School of the Hague 1973 — 1974
Newton Country Day School of the Sacred Heart 1970 — 1974
Weeden & Co. MD/PrincipalBear Stearns & Co1998 - 2008
Prudential Securities 1994 - 1998
Bessemer Trust 1989 - 1994
John S. Herold, Inc. 1986 - 1989
Texaco 1978 - 1986
Education
Skidmore College 1974 — 1978
Business
American School of the Hague 1973 — 1974
Newton Country Day School of the Sacred Heart 1970 — 1974
Michelle Wighard's Bessemer Trust Experience December 2006 - August 2008
Job Vice President at State Street
Industry Accounting
Experience
State Street September 2008 - Present
Bessemer Trust December 2006 - August 2008
Deloitte & Touche September 2003 - December 2006
Lazard December 2000 - September 2003
Skills
Fund Accounting
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Accounting
State Street September 2008 - Present
Bessemer Trust December 2006 - August 2008
Deloitte & Touche September 2003 - December 2006
Lazard December 2000 - September 2003
Skills
Fund Accounting
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Accounting
Peter Cutler's Bessemer Trust Experience 1999 - 2015
Job Vice President, Wealth Advisor at The Glenmede Trust Compamy, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. August 2015 - Present
Bessemer Trust 1999 - 2015
J&W Seligman 1996 - 1999
First Data Corporation 1994 - 1996
Education
Skidmore College 1989 — 1993
BA, English
Berkshire School 1985 — 1988
The Glenmede Trust Company, N.A. August 2015 - Present
Bessemer Trust 1999 - 2015
J&W Seligman 1996 - 1999
First Data Corporation 1994 - 1996
Education
Skidmore College 1989 — 1993
BA, English
Berkshire School 1985 — 1988
Jay Goetschius's Bessemer Trust Experience 2012 - Present
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust 2012 - Present
HPM Partners 2009 - March 2012
BNY Mellon Wealth Management 1996 - 2009
Chase Manhattan Corporation 1991 - 1996
Chase Management Training Program 1991 - 1992
Skills
Wealth Management, Investments, Asset Allocation, Private Banking, Private Equity, Strategic Financial..., Investment Advisory, Wealth Management..., Banking, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Start-ups, Investment Management, Portfolio Management, Financial Planning
Education
Seton Hall University, MBA - St. Lawrence University, BA 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
St. Lawrence University 1986 — 1990
Bachelor's Degree, Economics
Ridgewood HS
Bessemer Trust 2012 - Present
HPM Partners 2009 - March 2012
BNY Mellon Wealth Management 1996 - 2009
Chase Manhattan Corporation 1991 - 1996
Chase Management Training Program 1991 - 1992
Skills
Wealth Management, Investments, Asset Allocation, Private Banking, Private Equity, Strategic Financial..., Investment Advisory, Wealth Management..., Banking, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Start-ups, Investment Management, Portfolio Management, Financial Planning
Education
Seton Hall University, MBA - St. Lawrence University, BA 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
St. Lawrence University 1986 — 1990
Bachelor's Degree, Economics
Ridgewood HS
Jonathan Kadish's Bessemer Trust Experience November 1988 - February 2003
Job managing Director at Atlantic Trust Company
Industry Financial Services
Experience
Atlantic Trust Company March 2003 - Present
Bessemer Trust November 1988 - February 2003
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics
Atlantic Trust Company March 2003 - Present
Bessemer Trust November 1988 - February 2003
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics
Peter Artemiou's Bessemer Trust Experience June 1989 - Present
Job Managing Director & Controller Alternative Investments at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust June 1989 - Present
Morgan Stanley June 1987 - June 1989
Education
Pace University 1980 — 1984
BBA, Accounting
Bessemer Trust June 1989 - Present
Morgan Stanley June 1987 - June 1989
Education
Pace University 1980 — 1984
BBA, Accounting
Nirlay Gandhi, MBA; PMP's Bessemer Trust Experience 2012 - 2013
Job Highlyaccomplished Executive Leader and Visionary PMO/Portfolio/Program VP/Director with IT and Business Achievements
Industry Investment Management
Experience
AIG 2014 - Present
Prudential Financial 2014 - 2014
Bessemer Trust 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
PJM Interconnection 2007 - 2009
Computer Design & Integration 2007 - 2007
eBay Enterprise 2006 - 2007
National Digital Medical Archive 2005 - 2006
AT&T 1998 - 2005
Skills
PMP, Program Management, Project Portfolio..., Project Management, Risk Management, PMO set-up, SDLC, Business Analysis, Vendor Management, Software Project..., Product Management, Business Intelligence, Requirements Analysis, IT Strategy, Business Process..., Visio, Requirements Gathering, Management, PMO Services, Governance, Global Executive..., Technology/PMO/Portfolio..., Program/Change..., Technology..., Enterprise &..., Controls Assessments, Business..., Strategic/Tactical..., Process Innovation, Systems Development, Budget/Financial..., Global Team Building, Vendor/Business..., Disaster..., Strategic Partnerships, Entrepreneurship
Education
New York Institute of Technology-Old Westbury
BS, Electrical Engineering
Stevens Institute of Technology
MS, Technology Management
Stevens Institute of Technology
MBA, Finance Management
The George Washington University
Master's Certificate, Information Technology Project Management
AIG 2014 - Present
Prudential Financial 2014 - 2014
Bessemer Trust 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
PJM Interconnection 2007 - 2009
Computer Design & Integration 2007 - 2007
eBay Enterprise 2006 - 2007
National Digital Medical Archive 2005 - 2006
AT&T 1998 - 2005
Skills
PMP, Program Management, Project Portfolio..., Project Management, Risk Management, PMO set-up, SDLC, Business Analysis, Vendor Management, Software Project..., Product Management, Business Intelligence, Requirements Analysis, IT Strategy, Business Process..., Visio, Requirements Gathering, Management, PMO Services, Governance, Global Executive..., Technology/PMO/Portfolio..., Program/Change..., Technology..., Enterprise &..., Controls Assessments, Business..., Strategic/Tactical..., Process Innovation, Systems Development, Budget/Financial..., Global Team Building, Vendor/Business..., Disaster..., Strategic Partnerships, Entrepreneurship
Education
New York Institute of Technology-Old Westbury
BS, Electrical Engineering
Stevens Institute of Technology
MS, Technology Management
Stevens Institute of Technology
MBA, Finance Management
The George Washington University
Master's Certificate, Information Technology Project Management
Brock Lindstrom's Bessemer Trust Experience June 2006 - July 2007
Job Technical Analyst at Oracle
Industry Computer Software
Experience
Oracle September 2014 - Present
Self Employed September 2013 - September 2014
Duffy's Management January 2011 - October 2013
Malikai Clothing Co. August 2007 - January 2011
Bessemer Trust June 2006 - July 2007
Skills
Corporate Identity, Social Media, Marketing, Social Media Marketing, Business Cards, Project Management, Adobe Creative Suite, Marketing Strategy, Social Networking, Marketing Communications, Graphic Design, Brand Development, Illustrator, Advertising, Hospitality, InDesign, Web Design, Photography
Education
Palm Beach State College 2009 — 2011
Associate's degree, Graphic Design
Palm Beach Atlantic University 2001 — 2006
Bachelors, International Business
Oracle September 2014 - Present
Self Employed September 2013 - September 2014
Duffy's Management January 2011 - October 2013
Malikai Clothing Co. August 2007 - January 2011
Bessemer Trust June 2006 - July 2007
Skills
Corporate Identity, Social Media, Marketing, Social Media Marketing, Business Cards, Project Management, Adobe Creative Suite, Marketing Strategy, Social Networking, Marketing Communications, Graphic Design, Brand Development, Illustrator, Advertising, Hospitality, InDesign, Web Design, Photography
Education
Palm Beach State College 2009 — 2011
Associate's degree, Graphic Design
Palm Beach Atlantic University 2001 — 2006
Bachelors, International Business
Taylor Hillis's Bessemer Trust Experience 2012 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2012 - Present
Skills
Investments, Investment Management, Wealth Management, Financial Analysis, Management, Marketing, Finance, Financial Modeling, Alternative Investments, Sales, Investment Advisory, Philanthropy
Education
Southern Methodist University 2005 — 2009
New Trier High School 2001 — 2005
Bessemer Trust 2012 - Present
Skills
Investments, Investment Management, Wealth Management, Financial Analysis, Management, Marketing, Finance, Financial Modeling, Alternative Investments, Sales, Investment Advisory, Philanthropy
Education
Southern Methodist University 2005 — 2009
New Trier High School 2001 — 2005
Chris Callies's Bessemer Trust Experience 2002 - 2005
Job Chief Investment and Risk Officer
Industry Investment Management
Experience
Global Financial Firms 2006 - Present
Bessemer Trust 2002 - 2005
Advisor to Fidelity Investments 2002 - 2002
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1996 - 2000
Dean Witter, BBH 1986 - 1996
Skills
Asset Allocation, Portfolio Management, Risk Management, financial risk..., hedge funds, Wealth Management, Quantitative Investing, Quantitative Risk..., Alternative Investments, Equities, Fixed Income, Commodities, Private Equity, Real Estate, Financial Advisory, Strategic Planning, Enterprise Risk..., Market Risk, Stress Testing, Derivatives, Capital Markets, Hedge Funds, Strategy, Investment Banking, Finance, Securities, Trading, Financial Risk, Banking, Investment Management, ETFs, Bloomberg, Hedging, Investments, Commodity
Education
Northwestern University
Global Financial Firms 2006 - Present
Bessemer Trust 2002 - 2005
Advisor to Fidelity Investments 2002 - 2002
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1996 - 2000
Dean Witter, BBH 1986 - 1996
Skills
Asset Allocation, Portfolio Management, Risk Management, financial risk..., hedge funds, Wealth Management, Quantitative Investing, Quantitative Risk..., Alternative Investments, Equities, Fixed Income, Commodities, Private Equity, Real Estate, Financial Advisory, Strategic Planning, Enterprise Risk..., Market Risk, Stress Testing, Derivatives, Capital Markets, Hedge Funds, Strategy, Investment Banking, Finance, Securities, Trading, Financial Risk, Banking, Investment Management, ETFs, Bloomberg, Hedging, Investments, Commodity
Education
Northwestern University
Marta Millero-Quincoses's Bessemer Trust Experience 2001 - 2002
Job Accountant at International Executive Offices
Industry Financial Services
Experience
International Executive Offices 2004 - Present
Baker Plastic Surgery, PA 2002 - 2004
Bessemer Trust 2001 - 2002
Bessemer Trust 1998 - 2001
Skills
Finance, Accounting
Education
Nova Southeastern University
MBA, Finance
University of Miami - School of Business
BBA, Accounting
International Executive Offices 2004 - Present
Baker Plastic Surgery, PA 2002 - 2004
Bessemer Trust 2001 - 2002
Bessemer Trust 1998 - 2001
Skills
Finance, Accounting
Education
Nova Southeastern University
MBA, Finance
University of Miami - School of Business
BBA, Accounting
Roome Sean's Bessemer Trust Experience January 2001 - Present
Job Computer Operations Site Manager / SDM Randstad
Industry Information Technology and Services
Experience
Bessemer Trust January 2001 - Present
The Chase Manhattan Bank March 1998 - January 2000
Skills
Portfolio Management, Outlook, Vendor Management, Management, Investments, Asset Management, Customer Service
Education
Chubb 2001 — 2002
Desktop Support
Rutgers University-New Brunswick 1990 — 1994
BA, Communications
ITIL V3
Bessemer Trust January 2001 - Present
The Chase Manhattan Bank March 1998 - January 2000
Skills
Portfolio Management, Outlook, Vendor Management, Management, Investments, Asset Management, Customer Service
Education
Chubb 2001 — 2002
Desktop Support
Rutgers University-New Brunswick 1990 — 1994
BA, Communications
ITIL V3
Christopher Frazer's Bessemer Trust Experience January 2013 - Present
Job Assistant Vice President at Bessemer Trust
Industry Banking
Experience
Bessemer Trust January 2013 - Present
Bessemer Trust 2010 - Present
Wachovia, A Wells Fargo Company January 2005 - June 2010
Skills
Operations Management, Back Office, Securities, Mutual Funds, Equities, Fixed Income, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Operations Management and Supervision, 1st Year
New York Institute of Technology
Bachelor, Finance
Bessemer Trust January 2013 - Present
Bessemer Trust 2010 - Present
Wachovia, A Wells Fargo Company January 2005 - June 2010
Skills
Operations Management, Back Office, Securities, Mutual Funds, Equities, Fixed Income, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Operations Management and Supervision, 1st Year
New York Institute of Technology
Bachelor, Finance
Alka Simone's Bessemer Trust Experience August 2014 - Present
Job Event Planner at Bessemer Trust
Industry Hospitality
Experience
Bessemer Trust August 2014 - Present
AMS Event Planning November 2013 - July 2014
The New York Palace February 2011 - October 2013
Trump Soho Hotel November 2009 - October 2010
The New York Palace September 2008 - July 2009
The New York Palace Hotel July 2008 - August 2008
The New York Palace August 2006 - June 2008
The New York Palace Hotel March 2004 - July 2006
The New York Palace Hotel May 2002 - June 2004
Hotel Intercontinental, The Barclay May 2001 - April 2002
Skills
Front Office, Sales, Event Management, Process Scheduler, Leadership, Management, Hospitality Management, Microsoft Word, Microsoft Excel, Hospitality Industry, Opera, Corporate Events, Banquets, Catering, Teamwork, Customer Service, Hotels, Hospitality, Restaurants, Menu Development, Food & Beverage, Training, Pre-opening, Culinary Skills, Hotel Management, Wine, Restaurant Management, Meeting Planning, Revenue Analysis, Micros, Resorts, Convention Services, Yield Management, Property Management..., Rooms Division, Guest Service Management
Education
Middlesex University 1992 — 1996
Bachelors (Hons)
Bessemer Trust August 2014 - Present
AMS Event Planning November 2013 - July 2014
The New York Palace February 2011 - October 2013
Trump Soho Hotel November 2009 - October 2010
The New York Palace September 2008 - July 2009
The New York Palace Hotel July 2008 - August 2008
The New York Palace August 2006 - June 2008
The New York Palace Hotel March 2004 - July 2006
The New York Palace Hotel May 2002 - June 2004
Hotel Intercontinental, The Barclay May 2001 - April 2002
Skills
Front Office, Sales, Event Management, Process Scheduler, Leadership, Management, Hospitality Management, Microsoft Word, Microsoft Excel, Hospitality Industry, Opera, Corporate Events, Banquets, Catering, Teamwork, Customer Service, Hotels, Hospitality, Restaurants, Menu Development, Food & Beverage, Training, Pre-opening, Culinary Skills, Hotel Management, Wine, Restaurant Management, Meeting Planning, Revenue Analysis, Micros, Resorts, Convention Services, Yield Management, Property Management..., Rooms Division, Guest Service Management
Education
Middlesex University 1992 — 1996
Bachelors (Hons)
Berton Seltzberg's Bessemer Trust Experience October 2006 - March 2011
Job
Industry Financial Services
Experience
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Lindsay E. Mejer's Bessemer Trust Experience November 2006 - July 2011
Job Advisory Services at EY
Industry Philanthropy
Experience
EY September 2015 - Present
Bank of America April 2014 - August 2014
Bolder Giving August 2011 - January 2014
Bessemer Trust November 2006 - July 2011
Scripps College 2005 - 2006
Skills
Philanthropy, Foundations, Non-profits, Non-profit..., Marketing, Board Development, Event Planning, Alumni Relations, Program Development, Leadership, Nonprofits, Management, Consulting, Organizational...
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (MA)
Scripps College 2002 — 2006
BA
Collegium Hieronymi Pragensis 2005 — 2005
Convent of the Sacred Heart 1989 — 2002
EY September 2015 - Present
Bank of America April 2014 - August 2014
Bolder Giving August 2011 - January 2014
Bessemer Trust November 2006 - July 2011
Scripps College 2005 - 2006
Skills
Philanthropy, Foundations, Non-profits, Non-profit..., Marketing, Board Development, Event Planning, Alumni Relations, Program Development, Leadership, Nonprofits, Management, Consulting, Organizational...
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (MA)
Scripps College 2002 — 2006
BA
Collegium Hieronymi Pragensis 2005 — 2005
Convent of the Sacred Heart 1989 — 2002
Donna Israel's Bessemer Trust Experience April 2013 - June 2015
Job Vice President, Senior Manager at HSBC
Industry Financial Services
Experience
HSBC July 2015 - Present
Bessemer Trust April 2013 - June 2015
Morgan Stanley Investment Management March 2006 - March 2013
Prudential Financial - New Jersey January 2000 - March 2006
Department of the Army- Hawaii May 1999 - September 2001
Skills
Equities, Fixed Income, Derivatives, Investments, Bloomberg, Mutual Funds, Risk Management, Structured Products, Wealth Management, Bloomberg Terminal, Fund Of Funds, Asset Management, Alternative Investments, Due Diligence, Investment Management, Hedge Funds
Education
Monmouth University
Bachelor of Arts (B.A.), Sociology
HSBC July 2015 - Present
Bessemer Trust April 2013 - June 2015
Morgan Stanley Investment Management March 2006 - March 2013
Prudential Financial - New Jersey January 2000 - March 2006
Department of the Army- Hawaii May 1999 - September 2001
Skills
Equities, Fixed Income, Derivatives, Investments, Bloomberg, Mutual Funds, Risk Management, Structured Products, Wealth Management, Bloomberg Terminal, Fund Of Funds, Asset Management, Alternative Investments, Due Diligence, Investment Management, Hedge Funds
Education
Monmouth University
Bachelor of Arts (B.A.), Sociology
Robert Misner, CFA's Bessemer Trust Experience July 1992 - May 1996
Job Senior Investment Consultant at Hamilton & Company
Industry Investment Management
Experience
Hamilton & Company May 2006 - Present
BNY Mellon November 2002 - May 2006
Deutsche Bank November 1997 - November 2002
Merrill Lynch May 1996 - November 1997
Bessemer Trust July 1992 - May 1996
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Management, Investments, Equities, Alternative Investments, Investment Management
Education
Rutgers University-New Brunswick 1988 — 1992
BS - Finance, Finance
Hunterdon Central H.S. 1984 — 1988
Hamilton & Company May 2006 - Present
BNY Mellon November 2002 - May 2006
Deutsche Bank November 1997 - November 2002
Merrill Lynch May 1996 - November 1997
Bessemer Trust July 1992 - May 1996
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Management, Investments, Equities, Alternative Investments, Investment Management
Education
Rutgers University-New Brunswick 1988 — 1992
BS - Finance, Finance
Hunterdon Central H.S. 1984 — 1988
Evelyn B's Bessemer Trust Experience DirectorBNP ParibasOctober 2007 - March 2009
Job Sr. Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust DirectorBNP ParibasOctober 2007 - March 2009
Education
Pace University - Lubin School of Business
BBA
Bessemer Trust DirectorBNP ParibasOctober 2007 - March 2009
Education
Pace University - Lubin School of Business
BBA
Mario Vislocky's Bessemer Trust Experience August 2010 - Present
Job Treasury Analyst at BNY Mellon
Industry Financial Services
Experience
Bessemer Trust August 2010 - Present
BNY Mellon December 2005 - May 2010
Education
Rutgers University-New Brunswick 2003 — 2005
BA, Economics
Bessemer Trust August 2010 - Present
BNY Mellon December 2005 - May 2010
Education
Rutgers University-New Brunswick 2003 — 2005
BA, Economics
Christian Sierra's Bessemer Trust Experience August 2010 - September 2010
Job Financial Analyst at KPMG LLP
Industry Accounting
Experience
KPMG US May 2014 - Present
PwC January 2014 - March 2014
Prager Metis CPAs, LLC February 2013 - May 2013
Skyline Steel November 2012 - January 2013
Ernst & Young Global Limited Mitchell & Titus September 2010 - January 2012
Bessemer Trust August 2010 - September 2010
Strategro International March 2010 - June 2010
Montclair State University September 2008 - May 2010
Bending Brook LLC. October 2009 - November 2009
Skills
Accounting, Auditing, Financial Analysis, GAAP, English, Financial Statements, General Ledger, Financial Reporting, Finance, Microsoft Office, QuickBooks, Fluent in English and..., Fast typing (60 WPM), Proficient with Excel..., Intermediate with..., EY Applications: GAMx,..., Hyperion Financial..., Bloomberg Software, Due Diligence, Presentation Skills, Business Meetings, Teamwork, Capital Budgeting, Budgeting & Forecasting, Latin American Business
Education
Montclair State University 2006 — 2010
Bachelor of Science (B.Sc.), Finance and Accounting
KPMG US May 2014 - Present
PwC January 2014 - March 2014
Prager Metis CPAs, LLC February 2013 - May 2013
Skyline Steel November 2012 - January 2013
Ernst & Young Global Limited Mitchell & Titus September 2010 - January 2012
Bessemer Trust August 2010 - September 2010
Strategro International March 2010 - June 2010
Montclair State University September 2008 - May 2010
Bending Brook LLC. October 2009 - November 2009
Skills
Accounting, Auditing, Financial Analysis, GAAP, English, Financial Statements, General Ledger, Financial Reporting, Finance, Microsoft Office, QuickBooks, Fluent in English and..., Fast typing (60 WPM), Proficient with Excel..., Intermediate with..., EY Applications: GAMx,..., Hyperion Financial..., Bloomberg Software, Due Diligence, Presentation Skills, Business Meetings, Teamwork, Capital Budgeting, Budgeting & Forecasting, Latin American Business
Education
Montclair State University 2006 — 2010
Bachelor of Science (B.Sc.), Finance and Accounting
Damian Cleveland's Bessemer Trust Experience September 2013 - Present
Job Network Engineer at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust September 2013 - Present
Speakerbus December 2009 - Present
Speakerbus Ltd December 2000 - Present
BROADBAY NETWORKS(COVAD COMMUNICATIONS) March 2000 - December 2000
PERSONAL COMPUTER SOLUTIONS January 2000 - March 2000
Skills
IP, WAN, Networking, Troubleshooting, Technical Support, SIP, Cisco Routers, Windows, VoIP, Cisco Technologies, MPLS, Network Design, Telecommunications, Ethernet, Switches, TCP/IP, Telephony, Network Engineering, TDM, Network Architecture, Routers, LAN-WAN, BGP, Managed Services, CCNA, Cisco IOS, Vendor Management, Computer Network..., Unified Communications, Avaya, Network Administration, Data Center, Disaster Recovery
Education
New York Institute of Technology 2003 — 2007
B.S, Telecommunications Management, Technical Writing, Behavioral Science
Technical Career Institute 1998 — 1998
Bachelor's degree, Electrical Engineering
Bessemer Trust September 2013 - Present
Speakerbus December 2009 - Present
Speakerbus Ltd December 2000 - Present
BROADBAY NETWORKS(COVAD COMMUNICATIONS) March 2000 - December 2000
PERSONAL COMPUTER SOLUTIONS January 2000 - March 2000
Skills
IP, WAN, Networking, Troubleshooting, Technical Support, SIP, Cisco Routers, Windows, VoIP, Cisco Technologies, MPLS, Network Design, Telecommunications, Ethernet, Switches, TCP/IP, Telephony, Network Engineering, TDM, Network Architecture, Routers, LAN-WAN, BGP, Managed Services, CCNA, Cisco IOS, Vendor Management, Computer Network..., Unified Communications, Avaya, Network Administration, Data Center, Disaster Recovery
Education
New York Institute of Technology 2003 — 2007
B.S, Telecommunications Management, Technical Writing, Behavioral Science
Technical Career Institute 1998 — 1998
Bachelor's degree, Electrical Engineering
sydney kuo's Bessemer Trust Experience 2007 - Present
Job Internal Audit Manager
Industry Investment Management
Experience
Bessemer Trust 2007 - Present
Deloitte February 2005 - September 2007
Education
Rutgers University 2002 — 2003
Master of Business Administration (MBA), Accounting
Bessemer Trust 2007 - Present
Deloitte February 2005 - September 2007
Education
Rutgers University 2002 — 2003
Master of Business Administration (MBA), Accounting
Regina DeCesare's Bessemer Trust Experience September 1978 - April 1990
Job Estate Administrator at McCarter & English, LLP
Industry Law Practice
Experience
McCarter & English, LLP January 2001 - Present
Morgan Lewis & Bockius LLP May 1990 - January 2001
Bessemer Trust September 1978 - April 1990
Skills
Estate Law, Estate Planning, Estate Administration, Tax, Corporate Law
Education
New York University 1986 — 1988
Certificate, Fiduciary Accounting
Rowan University 1973 — 1977
BA, Business, Major- Accounting
Jackson Memorial H.S.
McCarter & English, LLP January 2001 - Present
Morgan Lewis & Bockius LLP May 1990 - January 2001
Bessemer Trust September 1978 - April 1990
Skills
Estate Law, Estate Planning, Estate Administration, Tax, Corporate Law
Education
New York University 1986 — 1988
Certificate, Fiduciary Accounting
Rowan University 1973 — 1977
BA, Business, Major- Accounting
Jackson Memorial H.S.
Christopher Colombo's Bessemer Trust Experience 1990 - 1996
Job First Vice President Wealth Structuring/Trust & Estate Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1996 - Present
Bessemer Trust 1990 - 1996
Arthur Andersen & Co. 1987 - 1990
Skills
Estate Planning, Retirement Planning, Wealth Management..., Wealth Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Portfolio Management, Equities, Fixed Income, Uniform Combined State..., Investment Management, Hedge Funds, Insurance, Risk Management
Education
Seton Hall University 1990 — 1994
MBA, Finance
Wake Forest University 1983 — 1987
BS, Accounting
Arthur L. Johnson High School 1979 — 1983
Seton Hall University 1991 — 1995
MBA, Finance
Merrill Lynch July 1996 - Present
Bessemer Trust 1990 - 1996
Arthur Andersen & Co. 1987 - 1990
Skills
Estate Planning, Retirement Planning, Wealth Management..., Wealth Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Portfolio Management, Equities, Fixed Income, Uniform Combined State..., Investment Management, Hedge Funds, Insurance, Risk Management
Education
Seton Hall University 1990 — 1994
MBA, Finance
Wake Forest University 1983 — 1987
BS, Accounting
Arthur L. Johnson High School 1979 — 1983
Seton Hall University 1991 — 1995
MBA, Finance
Tiffany Cruz's Bessemer Trust Experience March 2011 - Present
Job Vice President, Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust March 2011 - Present
UBS January 2007 - January 2011
UBS January 2004 - January 2007
UBS January 2000 - January 2004
Skills
Recruiting, Employee Training, Management, Vendor Management, Auditing, Talent Acquisition, Training, Human Resources, CRM, Onboarding, Wealth Management, Leadership, Process Improvement, Performance Management, Strategy, Banking, Asset Management, Equities, Financial Services, Finance, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2016
Master of Business Administration (MBA)
New Jersey City University 2002 — 2009
B.S, Business Administration/Management
Bessemer Trust March 2011 - Present
UBS January 2007 - January 2011
UBS January 2004 - January 2007
UBS January 2000 - January 2004
Skills
Recruiting, Employee Training, Management, Vendor Management, Auditing, Talent Acquisition, Training, Human Resources, CRM, Onboarding, Wealth Management, Leadership, Process Improvement, Performance Management, Strategy, Banking, Asset Management, Equities, Financial Services, Finance, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2016
Master of Business Administration (MBA)
New Jersey City University 2002 — 2009
B.S, Business Administration/Management
Bushra Zahreddine's Bessemer Trust Experience November 2011 - Present
Job Global Plus Analyst at Bessemer Trust
Industry Construction
Experience
Bessemer Trust November 2011 - Present
AECOM, Tripoli, Libya November 2009 - April 2011
Bessemer Trust May 2000 - June 2009
Merrill Lynch January 2000 - April 2000
Chenesko Products March 1996 - May 1998
Skills
Program Management, Project Planning, Risk Management, Asset Managment, Transportation, Business Planning, Team Building, Management, Training, Analysis, Leadership, Asset Management, Policy, Forecasting, Microsoft Office, Mergers & Acquisitions, Logistics
Education
State University of New York
B.S, Business Administration
Middlesex Community College
A.S, Business Administration
Middlesex Community College
A.S, Marketing
Bessemer Trust November 2011 - Present
AECOM, Tripoli, Libya November 2009 - April 2011
Bessemer Trust May 2000 - June 2009
Merrill Lynch January 2000 - April 2000
Chenesko Products March 1996 - May 1998
Skills
Program Management, Project Planning, Risk Management, Asset Managment, Transportation, Business Planning, Team Building, Management, Training, Analysis, Leadership, Asset Management, Policy, Forecasting, Microsoft Office, Mergers & Acquisitions, Logistics
Education
State University of New York
B.S, Business Administration
Middlesex Community College
A.S, Business Administration
Middlesex Community College
A.S, Marketing
Paul Solimine's Bessemer Trust Experience June 2011 - Present
Job Finance/Treasury Manager at Bessemer Trust
Industry Management Consulting
Experience
Bessemer Trust June 2011 - Present
Deloitte August 2006 - June 2011
Education
Seton Hall University 2002 — 2006
B.S., Accounting
Bessemer Trust June 2011 - Present
Deloitte August 2006 - June 2011
Education
Seton Hall University 2002 — 2006
B.S., Accounting
Rachael Stewart's Bessemer Trust Experience August 2011 - January 2014
Job Student at Western Connecticut State University
Industry Writing and Editing
Experience
Western Connecticut State University January 2014 - Present
Bessemer Trust August 2011 - January 2014
Mrs. Alice Kenney, CSW December 2008 - April 2011
RuffaloCODY September 2007 - December 2008
Skills
Mac OS X, Windows, Microsoft Office, Mac OS, Access, Social Media Marketing, Direct Marketing, Tumblr, Twitter, Facebook, Retail, Time Management, OS X
Education
New York University 2007 — 2011
Bachelor of Arts, English
New York University 2007 — 2011
BA, English
Lincoln High School 2003 — 2007
High School Diploma
Western Connecticut State University January 2014 - Present
Bessemer Trust August 2011 - January 2014
Mrs. Alice Kenney, CSW December 2008 - April 2011
RuffaloCODY September 2007 - December 2008
Skills
Mac OS X, Windows, Microsoft Office, Mac OS, Access, Social Media Marketing, Direct Marketing, Tumblr, Twitter, Facebook, Retail, Time Management, OS X
Education
New York University 2007 — 2011
Bachelor of Arts, English
New York University 2007 — 2011
BA, English
Lincoln High School 2003 — 2007
High School Diploma
Jeff Sunday's Bessemer Trust Experience January 2009 - November 2010
Job Group Five LLC
Industry Market Research
Experience
Group Five LLC November 2010 - Present
Bessemer Trust January 2009 - November 2010
AIG January 2007 - December 2008
Skills
Report Generation, Data Analysis, Asset Management, Market Research, Survey Development, Website Development, Online Survey Design, Leadership, Financial Services, Management
Education
Rutgers University
B.A., Economics
Group Five LLC November 2010 - Present
Bessemer Trust January 2009 - November 2010
AIG January 2007 - December 2008
Skills
Report Generation, Data Analysis, Asset Management, Market Research, Survey Development, Website Development, Online Survey Design, Leadership, Financial Services, Management
Education
Rutgers University
B.A., Economics
Glenn Raplee's Bessemer Trust Experience April 1994 - Present
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust April 1994 - Present
Skills
Asset Managment, Equities, Wealth Management, Asset Allocation, Alternative Investments, Asset Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Science
LeMoyne College 1979 — 1983
BS, Business Management
Bessemer Trust April 1994 - Present
Skills
Asset Managment, Equities, Wealth Management, Asset Allocation, Alternative Investments, Asset Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Science
LeMoyne College 1979 — 1983
BS, Business Management
Patricia Ordasi's Bessemer Trust Experience February 2007 - Present
Job Assistant Vice President, Senior Tax Manager at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2007 - Present
Myron Manufacturing March 2004 - February 2007
Evonik Degussa December 1988 - March 2004
Education
Montclair State University 1981 — 1985
Bachelor of Science, Business/Accounting
Bessemer Trust February 2007 - Present
Myron Manufacturing March 2004 - February 2007
Evonik Degussa December 1988 - March 2004
Education
Montclair State University 1981 — 1985
Bachelor of Science, Business/Accounting
Cindy Ostrager, CPA's Bessemer Trust Experience August 1998 - August 2006
Job Senior Tax Manager at Deloitte Tax LLP
Industry Individual & Family Services
Experience
Deloitte August 2005 - Present
Bessemer Trust August 1998 - August 2006
Skills
CPA, Management skills, High Net Worth..., Private Client, Income Tax, Tax Advisory, People Skills, People Development, Presence, Private Equity
Education
University of Maryland College Park 1989 — 1993
Bachelor's degree, Accounting
Pace University
Deloitte August 2005 - Present
Bessemer Trust August 1998 - August 2006
Skills
CPA, Management skills, High Net Worth..., Private Client, Income Tax, Tax Advisory, People Skills, People Development, Presence, Private Equity
Education
University of Maryland College Park 1989 — 1993
Bachelor's degree, Accounting
Pace University
Adrienne Kuhl's Bessemer Trust Experience May 2000 - February 2006
Job Senior Specialist/Group Leader at Lancaster Laboratories
Industry Biotechnology
Experience
Lancaster Laboratories May 2006 - Present
Bessemer Trust May 2000 - February 2006
Skills
Sop, Process Improvement, Accounts Receivable, Collections, Client Billing
Education
Pace University
Lancaster Laboratories May 2006 - Present
Bessemer Trust May 2000 - February 2006
Skills
Sop, Process Improvement, Accounts Receivable, Collections, Client Billing
Education
Pace University
Kara McIntosh's Bessemer Trust Experience April 2013 - Present
Job Human Resources & Payroll Assistant at Bessemer Trust
Industry Human Resources
Experience
Bessemer Trust April 2013 - Present
Education
Robert Morris University 2008 — 2010
Bachelor of Science (BS), Business Management
Bessemer Trust April 2013 - Present
Education
Robert Morris University 2008 — 2010
Bachelor of Science (BS), Business Management
Paul Lacoste Maddock III's Bessemer Trust Experience July 2004 - September 2009
Job Director Client Relations at Dimension Capital Management
Industry Investment Management
Experience
Dimension Capital Management September 2009 - Present
Bessemer Trust July 2004 - September 2009
Education
Southern Methodist University
Bachelor of Arts (BA), Economics
The Lawrenceville School
Dimension Capital Management September 2009 - Present
Bessemer Trust July 2004 - September 2009
Education
Southern Methodist University
Bachelor of Arts (BA), Economics
The Lawrenceville School
Gary Callahan's Bessemer Trust Experience April 2006 - Present
Job Staff Accountant at Bessemer Securities Corp.
Industry Investment Management
Experience
Bessemer Trust April 2006 - Present
Education
St. John's University
Bessemer Trust April 2006 - Present
Education
St. John's University
Muniz Christine's Bessemer Trust Experience June 2007 - Present
Job Sr. Tax Manager/Assistant VP at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust June 2007 - Present
Merck May 1994 - November 1998
Coopers & Lybrand October 1993 - May 1994
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelor's degree, Accounting
Middlesex County College 1988 — 1989
None, Accounting
Bessemer Trust June 2007 - Present
Merck May 1994 - November 1998
Coopers & Lybrand October 1993 - May 1994
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelor's degree, Accounting
Middlesex County College 1988 — 1989
None, Accounting
Bill Forsyth's Bessemer Trust Experience August 1996 - December 2011
Job Retired Senior Fiduciary Counsel
Industry Financial Services
Experience
Self-employed January 2012 - Present
Bessemer Trust August 1996 - December 2011
Windels Marx Lane & Mittendorf, LLP May 1982 - August 1996
Shearman & Sterling LLP September 1976 - May 1982
Skills
Microsoft Office, Legal Writing, Charitable Trusts, Irrevocable Life...
Education
New York University School of Law 1967 — 1970
Doctor of Law (JD)
Princeton University 1962 — 1967
Bachelor's degree, European History
Self-employed January 2012 - Present
Bessemer Trust August 1996 - December 2011
Windels Marx Lane & Mittendorf, LLP May 1982 - August 1996
Shearman & Sterling LLP September 1976 - May 1982
Skills
Microsoft Office, Legal Writing, Charitable Trusts, Irrevocable Life...
Education
New York University School of Law 1967 — 1970
Doctor of Law (JD)
Princeton University 1962 — 1967
Bachelor's degree, European History
Anthony Wile's Bessemer Trust Experience September 2014 - Present
Job Investment Strategies Associate Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2014 - Present
J.P. Morgan Asset Management May 2012 - September 2014
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Research, Valuation, Equities, Investments, PowerPoint, Capital Markets, Eviews, VBA, Bloomberg Terminal, Series 7, Series 63
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General; Economics, General
Bessemer Trust September 2014 - Present
J.P. Morgan Asset Management May 2012 - September 2014
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Research, Valuation, Equities, Investments, PowerPoint, Capital Markets, Eviews, VBA, Bloomberg Terminal, Series 7, Series 63
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General; Economics, General