Bessemer Trust
Description
Bessemer Trust, founded in 1907, is a private, independent office that oversees more than $140 billion for over 2,500 families, foundations, and endowments. The firm has their headquarters in New York City and 19 regional offices elsewhere in the world. Headquarters: New York City, New York, United States CEO: Marc D. Stern President: George Wilcox Chief investment officer: Rebecca Patterson Founder: Henry Phipps Jr. Parent organization: The Bessemer Group Incorporated
Bessemer Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bessemer Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bessemer Trust Salaries. You can even request information on how much does Bessemer Trust pay if you want to. Learn about salaries, pros and cons of working for Bessemer Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
580 Bessemer Trust employees in database. Find out everything there's to know about Bessemer Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bessemer Trust Employees
Employee
Years
Job
Industry
Brooke Taylor Brooke Taylor's Bessemer Trust Experience July 2010 - June 2012
Job Associate Marketing Manager at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company September 2014 - Present
The Clorox Company June 2013 - August 2013
Bessemer Trust July 2010 - June 2012
Bessemer Trust January 2009 - June 2010
Bessemer Trust July 2006 - December 2008
Skills
Cross-functional Team..., Building Relationships, Wealth Management, Financial Analysis, Investment Management, Private Banking, Trust Management, Financial Advisory, Certified Trust and..., Series 7, Investment Advisory, Valuation, Equity Research, Hedge Funds, Marketing, Financial Modeling, Securities, Asset Allocation, Emerging Markets, Bloomberg, Alternative Investments, Venture Capital
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
B.S., Business Administration
Castilleja School 1995 — 2002
The Clorox Company September 2014 - Present
The Clorox Company June 2013 - August 2013
Bessemer Trust July 2010 - June 2012
Bessemer Trust January 2009 - June 2010
Bessemer Trust July 2006 - December 2008
Skills
Cross-functional Team..., Building Relationships, Wealth Management, Financial Analysis, Investment Management, Private Banking, Trust Management, Financial Advisory, Certified Trust and..., Series 7, Investment Advisory, Valuation, Equity Research, Hedge Funds, Marketing, Financial Modeling, Securities, Asset Allocation, Emerging Markets, Bloomberg, Alternative Investments, Venture Capital
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
B.S., Business Administration
Castilleja School 1995 — 2002
David Gillett David Gillett's Bessemer Trust Experience January 2003 - October 2014
Job SQL Database Design and Development
Industry Information Technology and Services
Experience
The Metropolitan Museum of Art July 2015 - Present
i.Predictus March 2015 - May 2015
Bessemer Trust January 2003 - October 2014
Sitrof Technologies, Inc. February 2002 - January 2003
AETEA Information Technology July 2001 - December 2001
Spherion December 2000 - June 2001
Blackberry Technologies April 1999 - November 2000
Proskauer Rose LLP May 1993 - March 1999
Skills
Microsoft SQL Server, SSIS, PL-SQL, Database Design, Dimensional Modeling, ERwin, OLAP, Business Analysis, Access, Visio, VBA, SDLC, JavaScript, OpenText Content Server, XML, VB 6, VB.NET, HTML, VBScript, PowerPoint, MS Project, SQL
Education
University of North Carolina at Greensboro
Master's degree, Theatre
Wesleyan University
Bachelor's degree, Music
The Metropolitan Museum of Art July 2015 - Present
i.Predictus March 2015 - May 2015
Bessemer Trust January 2003 - October 2014
Sitrof Technologies, Inc. February 2002 - January 2003
AETEA Information Technology July 2001 - December 2001
Spherion December 2000 - June 2001
Blackberry Technologies April 1999 - November 2000
Proskauer Rose LLP May 1993 - March 1999
Skills
Microsoft SQL Server, SSIS, PL-SQL, Database Design, Dimensional Modeling, ERwin, OLAP, Business Analysis, Access, Visio, VBA, SDLC, JavaScript, OpenText Content Server, XML, VB 6, VB.NET, HTML, VBScript, PowerPoint, MS Project, SQL
Education
University of North Carolina at Greensboro
Master's degree, Theatre
Wesleyan University
Bachelor's degree, Music
Andrew Nahill's Bessemer Trust Experience July 2015 - Present
Job Wealth Advisor Intern at Bessemer Trust
Industry Management Consulting
Experience
Bessemer Trust July 2015 - Present
Tatung Technology Inc. May 2015 - July 2015
Focus Advisory Services LLC February 2015 - May 2015
Jumpstart September 2014 - May 2015
Cohasset Sailing Club June 2011 - August 2014
USC Office of Undergraduate Programs September 2013 - May 2014
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.) - Business Administration
Cohasset Middle/High School 2009 — 2013
Diploma
Bessemer Trust July 2015 - Present
Tatung Technology Inc. May 2015 - July 2015
Focus Advisory Services LLC February 2015 - May 2015
Jumpstart September 2014 - May 2015
Cohasset Sailing Club June 2011 - August 2014
USC Office of Undergraduate Programs September 2013 - May 2014
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.) - Business Administration
Cohasset Middle/High School 2009 — 2013
Diploma
Gazelle B. Summe's Bessemer Trust Experience August 2015 - Present
Job Vice President, Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust August 2015 - Present
Dodge & Cox June 2013 - May 2015
WHV Investments, Inc. August 2012 - June 2013
WHV Investments, Inc. 2008 - August 2012
American International Group, AIG WorldSource July 2006 - May 2008
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
MBA, Finance
California Polytechnic State University 2002 — 2006
BS, International Business
Bessemer Trust August 2015 - Present
Dodge & Cox June 2013 - May 2015
WHV Investments, Inc. August 2012 - June 2013
WHV Investments, Inc. 2008 - August 2012
American International Group, AIG WorldSource July 2006 - May 2008
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
MBA, Finance
California Polytechnic State University 2002 — 2006
BS, International Business
Julie Pardue Julie Pardue's Bessemer Trust Experience December 2007 - Present
Job Associate Vice President, Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2007 - Present
SunTrust Bank May 2005 - September 2007
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science in Business Administration, Finance, General
Cannon Trust School Fundamentals, Trust School I, II & III
Bessemer Trust December 2007 - Present
SunTrust Bank May 2005 - September 2007
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science in Business Administration, Finance, General
Cannon Trust School Fundamentals, Trust School I, II & III
David B Horn David B Horn's Bessemer Trust Experience 1992 - 1993
Job Chairman, CEO, and Senior Advisor
Industry Investment Management
Experience
Various Firms June 2005 - Present
Morgan Stanley Wealth Management December 1999 - May 2005
Graystone Partners June 1993 - December 1999
Bessemer Trust 1992 - 1993
Skills
Investment Banking, Asset Management, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Hedge Funds, Wealth, Investment Management, Capital Markets, Investment Strategies, Private Equity, Mutual Funds, Securities, Wealth Management, Equities, High Net Worth..., Fixed Income, Business Strategy, Wealth Management..., Series 7, Emerging Markets, Financial Services, Fund Of Funds, Trading, Financial Advisory, Valuation, Investor Relations, Financial Markets, Private Banking, ETFs, Strategic Financial..., Series 63, Options, Equity Research, Bonds, Financial Modeling, Derivatives, Financial Structuring, Commodity, Due Diligence
Education
Chicago Kent College of Law 1972 — 1976
Doctor of Law (J.D.)
Stanford University 1966 — 1968
Bachelor of Arts (B.A.), History
Various Firms June 2005 - Present
Morgan Stanley Wealth Management December 1999 - May 2005
Graystone Partners June 1993 - December 1999
Bessemer Trust 1992 - 1993
Skills
Investment Banking, Asset Management, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Hedge Funds, Wealth, Investment Management, Capital Markets, Investment Strategies, Private Equity, Mutual Funds, Securities, Wealth Management, Equities, High Net Worth..., Fixed Income, Business Strategy, Wealth Management..., Series 7, Emerging Markets, Financial Services, Fund Of Funds, Trading, Financial Advisory, Valuation, Investor Relations, Financial Markets, Private Banking, ETFs, Strategic Financial..., Series 63, Options, Equity Research, Bonds, Financial Modeling, Derivatives, Financial Structuring, Commodity, Due Diligence
Education
Chicago Kent College of Law 1972 — 1976
Doctor of Law (J.D.)
Stanford University 1966 — 1968
Bachelor of Arts (B.A.), History
Paula Castillo Garza's Bessemer Trust Experience February 2013 - Present
Job Client Advisor Assistant at Bessemer Trust
Industry Oil & Energy
Experience
Bessemer Trust February 2013 - Present
Aventine Renewable Energy November 2010 - February 2013
Apex Global Partners March 2007 - January 2010
Scottish Re 2004 - 2007
Comerica Bank 1999 - 2002
The Greater Hispanic Chamber of Commerce 1991 - 1994
Ericsson 1983 - 1986
Skills
Employee Benefits, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Budgets, Outlook, Microsoft Word, Human Resources, Public Speaking, Accounts Payable
Education
The University of Texas at Dallas 1989 — 1991
BS, Business Administration
University of Texas at Austin 1980 — 1982
Business Administration
The University of Texas at San Antonio 1976 — 1980
BS, Business Administration
Bessemer Trust February 2013 - Present
Aventine Renewable Energy November 2010 - February 2013
Apex Global Partners March 2007 - January 2010
Scottish Re 2004 - 2007
Comerica Bank 1999 - 2002
The Greater Hispanic Chamber of Commerce 1991 - 1994
Ericsson 1983 - 1986
Skills
Employee Benefits, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Budgets, Outlook, Microsoft Word, Human Resources, Public Speaking, Accounts Payable
Education
The University of Texas at Dallas 1989 — 1991
BS, Business Administration
University of Texas at Austin 1980 — 1982
Business Administration
The University of Texas at San Antonio 1976 — 1980
BS, Business Administration
Abbas Mujtaba Abbas Mujtaba's Bessemer Trust Experience July 2015 - Present
Job Associate Vice President, Hedge Fund Analyst at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2015 - Present
Lincoln Financial Group September 2014 - July 2015
Towers Watson October 2010 - July 2013
Towers Watson August 2008 - September 2010
Skills
Quantitative Finance, Financial Modeling, Actuarial Science, Valuation, Data Analysis, Pensions, Retirement Benefits, Analytics, Management Consulting, Statistical Modeling, Business Analysis, Quantitative Analytics, Predictive Modeling, Analysis, Statistics, Financial Analysis, Economics, Due Diligence, Benchmarking, Strategy
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BSc), Mathematics: Actuarial Science
Bessemer Trust July 2015 - Present
Lincoln Financial Group September 2014 - July 2015
Towers Watson October 2010 - July 2013
Towers Watson August 2008 - September 2010
Skills
Quantitative Finance, Financial Modeling, Actuarial Science, Valuation, Data Analysis, Pensions, Retirement Benefits, Analytics, Management Consulting, Statistical Modeling, Business Analysis, Quantitative Analytics, Predictive Modeling, Analysis, Statistics, Financial Analysis, Economics, Due Diligence, Benchmarking, Strategy
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BSc), Mathematics: Actuarial Science
Giselle Sobotka Giselle Sobotka's Bessemer Trust Experience Loan Administrative AssistantNorthstar Bank of TexasDecember 2005 - September 2010
Job Executive Assistant at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust Loan Administrative AssistantNorthstar Bank of TexasDecember 2005 - September 2010
Nationstar Mortgage March 2005 - December 2005
Skills
Loans, Administrative..., PowerPoint, Microsoft Excel, Event Planning, Travel Arrangements, Microsoft Office, Microsoft Word, Outlook, Office Management, Spreadsheets, Research, Customer Service, Public Speaking, Notary Public
Education
University of North Texas 1999 — 2003
Bachelor of Arts (BA), Speech-Language Pathology/Pathologist
Bessemer Trust Loan Administrative AssistantNorthstar Bank of TexasDecember 2005 - September 2010
Nationstar Mortgage March 2005 - December 2005
Skills
Loans, Administrative..., PowerPoint, Microsoft Excel, Event Planning, Travel Arrangements, Microsoft Office, Microsoft Word, Outlook, Office Management, Spreadsheets, Research, Customer Service, Public Speaking, Notary Public
Education
University of North Texas 1999 — 2003
Bachelor of Arts (BA), Speech-Language Pathology/Pathologist
Adam Gressa Adam Gressa's Bessemer Trust Experience November 2014 - Present
Job Wealth Preservation
Industry Banking
Experience
Bessemer Trust November 2014 - Present
Capital City Trust Company January 2014 - November 2014
Law Offices of Victor O. Mead August 2013 - January 2014
Denver Compensation & Benefits, LLC July 2012 - July 2013
University of Denver Graduate Tax Clinic August 2011 - August 2012
The 8th Judicial Circuit of Florida May 2010 - August 2010
GMAC Insurance June 2006 - August 2006
Skills
Trusts, Wealth Management, Investment Management, Estate Planning, Retirement Planning, Insurance, Tax Law, Gift Tax, Personal Trust..., Estate Tax Planning, Estate Administration, Tax, Financial Planning, Mergers, PowerPoint, Trials
Education
University of Denver College of Law 2011 — 2012
LL.M., Taxation
University of Florida - Fredric G. Levin College of Law 2008 — 2011
J.D., Estates and Trusts Practice Certificate
University of Florida - Warrington College Of Business 2004 — 2008
B.S.B.A., Marketing and Finance
Bessemer Trust November 2014 - Present
Capital City Trust Company January 2014 - November 2014
Law Offices of Victor O. Mead August 2013 - January 2014
Denver Compensation & Benefits, LLC July 2012 - July 2013
University of Denver Graduate Tax Clinic August 2011 - August 2012
The 8th Judicial Circuit of Florida May 2010 - August 2010
GMAC Insurance June 2006 - August 2006
Skills
Trusts, Wealth Management, Investment Management, Estate Planning, Retirement Planning, Insurance, Tax Law, Gift Tax, Personal Trust..., Estate Tax Planning, Estate Administration, Tax, Financial Planning, Mergers, PowerPoint, Trials
Education
University of Denver College of Law 2011 — 2012
LL.M., Taxation
University of Florida - Fredric G. Levin College of Law 2008 — 2011
J.D., Estates and Trusts Practice Certificate
University of Florida - Warrington College Of Business 2004 — 2008
B.S.B.A., Marketing and Finance
Melissa Hickey's Bessemer Trust Experience August 2013 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust August 2013 - Present
Skills
Asset Allocation, Hedge Funds, Wealth Management, Investment Management, Alternative Investments
Education
University of Pittsburgh
Bachelor of Arts (B.A.)
Bessemer Trust August 2013 - Present
Skills
Asset Allocation, Hedge Funds, Wealth Management, Investment Management, Alternative Investments
Education
University of Pittsburgh
Bachelor of Arts (B.A.)
Jacqueline (Jacqueline Shempp) Reeves's Bessemer Trust Experience May 2008 - September 2010
Job Event Manager at CEB
Industry Events Services
Experience
CEB October 2012 - Present
CEB July 2011 - October 2012
Corporate Executive Board September 2010 - July 2011
Bessemer Trust May 2008 - September 2010
Bureau of Labor Statistics July 2006 - May 2008
Health Fitness Corporation 2006 - 2008
Global Gallery January 2006 - June 2006
Skills
Customer Relations, Presentation Materials, Event Planning, Event Management, BEO Creation and Sign..., Special Events, Corporate Events, Cvent, Salesforce/CRM, Customer Service, Marketing, Fundraising, Leadership, Salesforce.com, Management, Vendor Management
Education
The Ohio State University 2002 — 2006
International Studies, World Economy and Business
Umbria Institute 2004 — 2005
Italian Language and Literature
CEB October 2012 - Present
CEB July 2011 - October 2012
Corporate Executive Board September 2010 - July 2011
Bessemer Trust May 2008 - September 2010
Bureau of Labor Statistics July 2006 - May 2008
Health Fitness Corporation 2006 - 2008
Global Gallery January 2006 - June 2006
Skills
Customer Relations, Presentation Materials, Event Planning, Event Management, BEO Creation and Sign..., Special Events, Corporate Events, Cvent, Salesforce/CRM, Customer Service, Marketing, Fundraising, Leadership, Salesforce.com, Management, Vendor Management
Education
The Ohio State University 2002 — 2006
International Studies, World Economy and Business
Umbria Institute 2004 — 2005
Italian Language and Literature
Samantha Knee's Bessemer Trust Experience June 2015 - Present
Job Client Advisory Intern at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
University of Notre Dame August 2013 - Present
InterSystems May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Accounting, Customer Service, Time Management
Education
University of Notre Dame 2012 — 2016
Finance, General
Lynnfield High School 2008 — 2012
Bessemer Trust June 2015 - Present
University of Notre Dame August 2013 - Present
InterSystems May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Accounting, Customer Service, Time Management
Education
University of Notre Dame 2012 — 2016
Finance, General
Lynnfield High School 2008 — 2012
A.J. Fried A.J. Fried's Bessemer Trust Experience December 1993 - Present
Job Principal / Head of Technology Operations at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust December 1993 - Present
Reckitt & Colman March 1990 - May 1993
Skills
Vendor Management, Strategic Partnerships, Disaster Recovery, SDLC, IT Strategy, Leadership, Enterprise Architecture, Business Analysis, Integration, IT Management, Enterprise Software, Asset Managment, Portfolio Management, Project Management
Education
State University of New York at Albany 1988 — 1989
Master of Science (MS), Computer Science
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Computer Science
Bessemer Trust December 1993 - Present
Reckitt & Colman March 1990 - May 1993
Skills
Vendor Management, Strategic Partnerships, Disaster Recovery, SDLC, IT Strategy, Leadership, Enterprise Architecture, Business Analysis, Integration, IT Management, Enterprise Software, Asset Managment, Portfolio Management, Project Management
Education
State University of New York at Albany 1988 — 1989
Master of Science (MS), Computer Science
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Computer Science
Sean Murtagh Sean Murtagh's Bessemer Trust Experience July 2015 - Present
Job Vice President, Client Advisor at Bessemer Trust
Industry Banking
Experience
Bessemer Trust July 2015 - Present
Goldman Sachs July 2013 - June 2015
Goldman Sachs May 2012 - August 2012
Fulton Financial Corporation August 2005 - April 2011
Education
University of Miami - School of Business 2011 — 2013
MBA
The Pennsylvania State University 2001 — 2005
B.S., Business Management
Bessemer Trust July 2015 - Present
Goldman Sachs July 2013 - June 2015
Goldman Sachs May 2012 - August 2012
Fulton Financial Corporation August 2005 - April 2011
Education
University of Miami - School of Business 2011 — 2013
MBA
The Pennsylvania State University 2001 — 2005
B.S., Business Management
Giuseppe Scalamogna Giuseppe Scalamogna's Bessemer Trust Experience May 2004 - Present
Job Senior Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2004 - Present
AnsaldoBreda Inc. June 2001 - May 2004
Skills
Asset Management, Alternative Investments, Hedge Funds, Equities, Investments, Wealth Management, Asset Allocation, Portfolio Management, Investment Management, Series 7, Estate Planning
Education
University of Pittsburgh 1996 — 1999
BS, Finance
Pittsburgh Central Catholic 1992 — 1996
Bessemer Trust May 2004 - Present
AnsaldoBreda Inc. June 2001 - May 2004
Skills
Asset Management, Alternative Investments, Hedge Funds, Equities, Investments, Wealth Management, Asset Allocation, Portfolio Management, Investment Management, Series 7, Estate Planning
Education
University of Pittsburgh 1996 — 1999
BS, Finance
Pittsburgh Central Catholic 1992 — 1996
David Hills David Hills's Bessemer Trust Experience July 2012 - Present
Job Senior Vice President Senior Wealth Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2012 - Present
JPMorgan Chase October 2009 - May 2012
Financial Design Associates June 2008 - September 2009
US Navy May 2002 - June 2008
Skills
Investments, Asset Management, Risk Management, Asset Allocation, Private Equity, Finance, Program Management, Financial Modeling, Alternative Investments, Military, Security Clearance, DoD, Operational Planning, Business Strategy, Team Leadership, Financial Analysis, Military Operations, Government, Business Development, Wealth Management, Military Experience
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 1998 — 2002
Bachelor's of Science, Economics
Shaker High School
Bessemer Trust July 2012 - Present
JPMorgan Chase October 2009 - May 2012
Financial Design Associates June 2008 - September 2009
US Navy May 2002 - June 2008
Skills
Investments, Asset Management, Risk Management, Asset Allocation, Private Equity, Finance, Program Management, Financial Modeling, Alternative Investments, Military, Security Clearance, DoD, Operational Planning, Business Strategy, Team Leadership, Financial Analysis, Military Operations, Government, Business Development, Wealth Management, Military Experience
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 1998 — 2002
Bachelor's of Science, Economics
Shaker High School
Marie Fahy Marie Fahy's Bessemer Trust Experience February 2003 - July 2010
Job Tax Manager at Windham Brannon
Industry Accounting
Experience
Windham Brannon February 2014 - Present
Bessemer Trust February 2003 - July 2010
Skills
CPA, High Net Worth..., Tax, Tax Returns
Education
University of Alabama 1993 — 1997
Master's Degree, Taxation
University of Alabama 1993 — 1997
Bachelors Accounting,Masters in Tax, Accounting, Tax
Windham Brannon February 2014 - Present
Bessemer Trust February 2003 - July 2010
Skills
CPA, High Net Worth..., Tax, Tax Returns
Education
University of Alabama 1993 — 1997
Master's Degree, Taxation
University of Alabama 1993 — 1997
Bachelors Accounting,Masters in Tax, Accounting, Tax
Jannette Santos, CPP's Bessemer Trust Experience November 1992 - October 2000
Job Payroll Specialist at Jane Street Group LLC
Industry Human Resources
Experience
Jane Street Group LLC June 2013 - Present
Teachers College, Columbia University December 2011 - May 2013
Macquarie Group June 2009 - December 2011
Lord, Abbett & Co. LLC October 2000 - May 2009
Bessemer Trust November 1992 - October 2000
Skills
Payroll, Benefits, Employee Benefits, Compliance, Multi-state Payroll, Accounts Payable, Excel, Word, Access, Microsoft Excel, PeopleSoft, HRIS, Human Resources, Microsoft Word, Multi-State Sales Tax, ADP Payroll, Vendor Management, Training, Process Improvement, Management, Finance, Account Reconciliation, Performance Management
Education
University of Phoenix 2002 — 2004
MBA, Accounting
N.Y. Institute of Technology BS Architecture 1979 — 1984
Bachelor of Science (B.S.), Architecture
Jane Street Group LLC June 2013 - Present
Teachers College, Columbia University December 2011 - May 2013
Macquarie Group June 2009 - December 2011
Lord, Abbett & Co. LLC October 2000 - May 2009
Bessemer Trust November 1992 - October 2000
Skills
Payroll, Benefits, Employee Benefits, Compliance, Multi-state Payroll, Accounts Payable, Excel, Word, Access, Microsoft Excel, PeopleSoft, HRIS, Human Resources, Microsoft Word, Multi-State Sales Tax, ADP Payroll, Vendor Management, Training, Process Improvement, Management, Finance, Account Reconciliation, Performance Management
Education
University of Phoenix 2002 — 2004
MBA, Accounting
N.Y. Institute of Technology BS Architecture 1979 — 1984
Bachelor of Science (B.S.), Architecture
Marissa Beck, MS, RD Marissa Beck, MS, RD's Bessemer Trust Experience May 2009 - June 2009
Job 20/20 Lifestyles Registered Dietitian at PRO Sports Club
Industry Health, Wellness and Fitness
Experience
Greater Seattle Dietetic Association June 2015 - Present
PRO Sports Club and 20/20 Lifestyles, Microsoft Employee Wellness November 2014 - Present
www.marissabeck.com December 2013 - Present
Greater Seattle Dietetic Association May 2014 - June 2015
Next Jump January 2010 - November 2013
Todays Dietitian Magazine August 2009 - March 2010
New York Presbyterian June 2009 - July 2009
Bessemer Trust May 2009 - June 2009
Weill Cornell Medical College April 2009 - May 2009
NewYork-Presbyterian Hospital January 2009 - March 2009
Skills
Sports Nutrition, Exercise Physiology, Nutrition, Health, Nutrition Education, Fitness, Newsletters, Writing, Wellness, Sports, Counseling, Research, Dietetics, Clinical Nutrition, Weight Management, Medical Nutrition..., Healthcare, Strength Training, Personal Training, Health Promotion, Health Education, Pediatrics, Prevention, Employee Wellness, Wellness Coaching, Public Health, Nutritional Counseling, Lifestyle, Behavior Change, Lifestyle Coaching, Health Communication, Fitness Training, Weight, Supplements, Food Allergies, Chronic Illness, Yoga, Weight Training, Cooking, Holistic Health, Wellbeing
Education
Teachers College of Columbia University 2006 — 2009
MS, Nutrition
Tufts University 2001 — 2005
BA, English, Art History
Poly Prep 1994 — 2001
Greater Seattle Dietetic Association June 2015 - Present
PRO Sports Club and 20/20 Lifestyles, Microsoft Employee Wellness November 2014 - Present
www.marissabeck.com December 2013 - Present
Greater Seattle Dietetic Association May 2014 - June 2015
Next Jump January 2010 - November 2013
Todays Dietitian Magazine August 2009 - March 2010
New York Presbyterian June 2009 - July 2009
Bessemer Trust May 2009 - June 2009
Weill Cornell Medical College April 2009 - May 2009
NewYork-Presbyterian Hospital January 2009 - March 2009
Skills
Sports Nutrition, Exercise Physiology, Nutrition, Health, Nutrition Education, Fitness, Newsletters, Writing, Wellness, Sports, Counseling, Research, Dietetics, Clinical Nutrition, Weight Management, Medical Nutrition..., Healthcare, Strength Training, Personal Training, Health Promotion, Health Education, Pediatrics, Prevention, Employee Wellness, Wellness Coaching, Public Health, Nutritional Counseling, Lifestyle, Behavior Change, Lifestyle Coaching, Health Communication, Fitness Training, Weight, Supplements, Food Allergies, Chronic Illness, Yoga, Weight Training, Cooking, Holistic Health, Wellbeing
Education
Teachers College of Columbia University 2006 — 2009
MS, Nutrition
Tufts University 2001 — 2005
BA, English, Art History
Poly Prep 1994 — 2001
Aleksandra Fleyshman's Bessemer Trust Experience January 2009 - Present
Job Tax Consultant
Industry Accounting
Experience
Bessemer Trust January 2009 - Present
Skills
Tax Analysis, State Tax, Self-motivated..., Highly detail oriented, Team-oriented, Income Tax, Strategic Financial..., Tax Preparation, Tax Research, Wealth, QuickBooks, Quicken, ProSystem fx Tax, CCH Intelliconnect, CCH Research, CCH ProSystem fx, Partnership Taxation, Tax Accounting, Gift Tax, Charitable Gift Planning, Gift Planning, Estate Tax Planning, ADP Payroll, Multi-state Payroll..., Payroll Services, Tax, Tax Returns, Tax Law
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Accounting
Thomas Edison State College 2009 — 2010
Associate's degree, Accounting
Bessemer Trust January 2009 - Present
Skills
Tax Analysis, State Tax, Self-motivated..., Highly detail oriented, Team-oriented, Income Tax, Strategic Financial..., Tax Preparation, Tax Research, Wealth, QuickBooks, Quicken, ProSystem fx Tax, CCH Intelliconnect, CCH Research, CCH ProSystem fx, Partnership Taxation, Tax Accounting, Gift Tax, Charitable Gift Planning, Gift Planning, Estate Tax Planning, ADP Payroll, Multi-state Payroll..., Payroll Services, Tax, Tax Returns, Tax Law
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Accounting
Thomas Edison State College 2009 — 2010
Associate's degree, Accounting
Mary Paulakis Mary Paulakis's Bessemer Trust Experience December 2014 - Present
Job Accountant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Daszkowski, Tompkins & Weg P.C., CPA January 2009 - June 2009
Skills
Fixed Assets, Private Equity, Fund Of Funds, Expenses, Accounts Payable, Accounts Receivable, Journal Entries, Accruals, Microsoft Excel, Microsoft Word, CCH ProSystem fx, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2011
B.S. & Master of Science (M.Sc.), Accounting
Bessemer Trust December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Daszkowski, Tompkins & Weg P.C., CPA January 2009 - June 2009
Skills
Fixed Assets, Private Equity, Fund Of Funds, Expenses, Accounts Payable, Accounts Receivable, Journal Entries, Accruals, Microsoft Excel, Microsoft Word, CCH ProSystem fx, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2011
B.S. & Master of Science (M.Sc.), Accounting
Mark Orans's Bessemer Trust Experience June 2015 - Present
Job Associate Client Advisor at Bessmer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Sustainability, Technical Operations, Customer Service, Windows, Strategic Planning, Financial Accounting, Management Accounting, NGP
Education
Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration, Concentration in Corporate Strategy and Management, 3.6
University of Michigan 2011 — 2015
College of Literature, Science and the Arts, Minor in Environment (sustainability)
Bessemer Trust June 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Sustainability, Technical Operations, Customer Service, Windows, Strategic Planning, Financial Accounting, Management Accounting, NGP
Education
Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration, Concentration in Corporate Strategy and Management, 3.6
University of Michigan 2011 — 2015
College of Literature, Science and the Arts, Minor in Environment (sustainability)
Candice Shangguan's Bessemer Trust Experience June 2015 - Present
Job Client Advisory Intern at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
MOVE Systems June 2014 - August 2014
Neapolitan Express June 2012 - August 2013
Prudential Douglas Elliman July 2011 - August 2011
LeadDog Marketing Group June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, Economics, Psychology, Junior
Riverdale Country School 2006 — 2012
High School
Bessemer Trust June 2015 - Present
MOVE Systems June 2014 - August 2014
Neapolitan Express June 2012 - August 2013
Prudential Douglas Elliman July 2011 - August 2011
LeadDog Marketing Group June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, Economics, Psychology, Junior
Riverdale Country School 2006 — 2012
High School
Lisa Brayer Lisa Brayer's Bessemer Trust Experience February 2002 - May 2004
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
Paul Iacuone Paul Iacuone's Bessemer Trust Experience November 2007 - November 2009
Job Sr. HRA at Amazon.com
Industry Human Resources
Experience
Amazon.com June 2013 - August 2014
Walmart December 2011 - June 2012
Bessemer Trust November 2007 - November 2009
Skills
Retail, Sales, Customer Service, Inventory Management, Management, Merchandising, Leadership, Employee Training, Business Development, Cross-functional Team..., Customer Experience, Customer Satisfaction, Performance Management, Recruiting, Training
Education
Texas Tech University - Rawls College of Business 2002 — 2005
MBA
Texas Tech University School of Law 1999 — 2002
Juris Doctorate, Law
Texas Christian University 1993 — 1996
Bachelor of Arts (BA), English
Amazon.com June 2013 - August 2014
Walmart December 2011 - June 2012
Bessemer Trust November 2007 - November 2009
Skills
Retail, Sales, Customer Service, Inventory Management, Management, Merchandising, Leadership, Employee Training, Business Development, Cross-functional Team..., Customer Experience, Customer Satisfaction, Performance Management, Recruiting, Training
Education
Texas Tech University - Rawls College of Business 2002 — 2005
MBA
Texas Tech University School of Law 1999 — 2002
Juris Doctorate, Law
Texas Christian University 1993 — 1996
Bachelor of Arts (BA), English
Anna De Matos Anna De Matos's Bessemer Trust Experience April 2013 - Present
Job Client/Wealth Advisor Assistant/ Office Manager and Event Planner
Industry Banking
Experience
Bessemer Trust April 2013 - Present
Sussman Sales Company, Inc. / Lightswitch Learning July 2012 - April 2013
Studio 210 Salon September 2011 - April 2013
University of South Florida July 2009 - May 2012
Ideal Image March 2006 - July 2009
Skills
Training, Management, Recruiting, Human Resources, Customer Service, Sales, Sales Operations, Contract Negotiation, Payroll, Newsletters, Invoicing, Pricing
Education
University of South Florida - College of Business Administration 2010 — 2012
MS, Entrepreneurship/Marketing
University of South Florida - College of Business Administration 2006 — 2007
BS, Marketing
Bessemer Trust April 2013 - Present
Sussman Sales Company, Inc. / Lightswitch Learning July 2012 - April 2013
Studio 210 Salon September 2011 - April 2013
University of South Florida July 2009 - May 2012
Ideal Image March 2006 - July 2009
Skills
Training, Management, Recruiting, Human Resources, Customer Service, Sales, Sales Operations, Contract Negotiation, Payroll, Newsletters, Invoicing, Pricing
Education
University of South Florida - College of Business Administration 2010 — 2012
MS, Entrepreneurship/Marketing
University of South Florida - College of Business Administration 2006 — 2007
BS, Marketing
Michael Winn Michael Winn's Bessemer Trust Experience 2011 - 2012
Job Manager, Taco Bell Franchise Finance at Yum! Brands
Industry Restaurants
Experience
Yum! Brands November 2014 - Present
Yum! Brands January 2014 - November 2014
Yum! Brands August 2012 - December 2013
Bessemer Trust 2011 - 2012
HSBC 2006 - 2011
Citigroup May 2004 - June 2006
C.H. Robinson 2002 - 2004
Skills
Financial Analysis, Strategic Financial..., Strategic Planning, Financial Forecasting, Valuation, Credit Analysis, Asset Managment, Investments, Corporate Finance, Bloomberg, Financial Modeling, Due Diligence, Asset Allocation, Series 7, Series 63, Investment Management, Microsoft Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2009 — 2012
Master of Business Administration (MBA)
University of Southern California 2009 — 2011
Graduate Certificate of Financial Analysis, Finance, General
University of California, Los Angeles 1998 — 2002
BA, Economics and International Studies
Hong Kong International School 1994 — 1998
Yum! Brands November 2014 - Present
Yum! Brands January 2014 - November 2014
Yum! Brands August 2012 - December 2013
Bessemer Trust 2011 - 2012
HSBC 2006 - 2011
Citigroup May 2004 - June 2006
C.H. Robinson 2002 - 2004
Skills
Financial Analysis, Strategic Financial..., Strategic Planning, Financial Forecasting, Valuation, Credit Analysis, Asset Managment, Investments, Corporate Finance, Bloomberg, Financial Modeling, Due Diligence, Asset Allocation, Series 7, Series 63, Investment Management, Microsoft Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2009 — 2012
Master of Business Administration (MBA)
University of Southern California 2009 — 2011
Graduate Certificate of Financial Analysis, Finance, General
University of California, Los Angeles 1998 — 2002
BA, Economics and International Studies
Hong Kong International School 1994 — 1998
Tiffany Barbara, CTFA's Bessemer Trust Experience April 2009 - September 2012
Job Senior Director Team Leader
Industry Investment Management
Experience
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
Vimal Parikh Vimal Parikh's Bessemer Trust Experience April 2015 - Present
Job at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2015 - Present
Aeropostale May 2010 - April 2015
Prudential Financial February 2007 - October 2009
The Children's Place February 2005 - February 2007
Prudential Financial July 1999 - November 2004
United Parcel Service September 1998 - May 1999
Skills
web services, java, JavaScript Frameworks, XML, Eclipse, CSS, jQuery, Ant, Mainframe, VSAM, COBOL, SDLC, Web Applications, HTML, DB2, JavaScript, SQL, .NET, Software Development, Microsoft SQL Server, Visual Basic, Java, Web Services
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Science, BioChemistry
Bessemer Trust April 2015 - Present
Aeropostale May 2010 - April 2015
Prudential Financial February 2007 - October 2009
The Children's Place February 2005 - February 2007
Prudential Financial July 1999 - November 2004
United Parcel Service September 1998 - May 1999
Skills
web services, java, JavaScript Frameworks, XML, Eclipse, CSS, jQuery, Ant, Mainframe, VSAM, COBOL, SDLC, Web Applications, HTML, DB2, JavaScript, SQL, .NET, Software Development, Microsoft SQL Server, Visual Basic, Java, Web Services
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Science, BioChemistry
Matthew Teich, CFA, CFP® Matthew Teich, CFA, CFP®'s Bessemer Trust Experience May 2014 - March 2015
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank March 2015 - Present
Bessemer Trust May 2014 - March 2015
Bernstein Global Wealth Management January 2012 - May 2014
Bernstein Global Wealth Management July 2009 - January 2012
Bernstein Global Wealth Management July 2007 - June 2009
Bernstein Global Wealth Management June 2004 - June 2007
Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management, Certified Financial..., Wealth Management..., Retirement, Financial Advisory, Mutual Funds, Personal Finance, Asset Allocation, Equities, Investment Advisory, Series 63, Series 7, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Bishop McGuinness High School 1993 — 1997
J.P. Morgan Private Bank March 2015 - Present
Bessemer Trust May 2014 - March 2015
Bernstein Global Wealth Management January 2012 - May 2014
Bernstein Global Wealth Management July 2009 - January 2012
Bernstein Global Wealth Management July 2007 - June 2009
Bernstein Global Wealth Management June 2004 - June 2007
Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management, Certified Financial..., Wealth Management..., Retirement, Financial Advisory, Mutual Funds, Personal Finance, Asset Allocation, Equities, Investment Advisory, Series 63, Series 7, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Bishop McGuinness High School 1993 — 1997
Rob Elliott Rob Elliott's Bessemer Trust Experience 2011 - 2014
Job Vice Chairman
Industry Investment Management
Experience
Market Street Trust Company March 2014 - Present
Market Street Trust Company 2011 - Present
Board of Regents Winthrop-University Hospital 2005 - Present
Bessemer Trust 2011 - 2014
Bessemer Trust 1975 - 2011
The Foundation Center 1985 - 2003
The Institute for Private Investors 1991 - 1995
Trust Division of American Security and Trust Company 1972 - 1975
Skills
Wealth Management, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Philanthropy, Business Development, Strategic Planning, Financial Advisory, Business Strategy, New Business Development
Education
The George Washington University 1964 — 1968
Bachelor's Degree, Political Science
The George Washington University Law School 1969 — 1972
Juris Doctor (J.D.)
Market Street Trust Company March 2014 - Present
Market Street Trust Company 2011 - Present
Board of Regents Winthrop-University Hospital 2005 - Present
Bessemer Trust 2011 - 2014
Bessemer Trust 1975 - 2011
The Foundation Center 1985 - 2003
The Institute for Private Investors 1991 - 1995
Trust Division of American Security and Trust Company 1972 - 1975
Skills
Wealth Management, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Philanthropy, Business Development, Strategic Planning, Financial Advisory, Business Strategy, New Business Development
Education
The George Washington University 1964 — 1968
Bachelor's Degree, Political Science
The George Washington University Law School 1969 — 1972
Juris Doctor (J.D.)
Andrew Gores Andrew Gores's Bessemer Trust Experience June 2014 - August 2014
Job UNC KenanFlagler Business School
Industry
Experience
Wells Fargo Securities June 2015 - August 2015
Bessemer Trust June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Spanish, Leadership
Education
UNC Kenan-Flagler Business School 2013 — 2015
Business Administration Kenan-Flagler Business School
University of North Carolina at Chapel Hill 2011 — 2015
BSBA, Business Administration
Wells Fargo Securities June 2015 - August 2015
Bessemer Trust June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Spanish, Leadership
Education
UNC Kenan-Flagler Business School 2013 — 2015
Business Administration Kenan-Flagler Business School
University of North Carolina at Chapel Hill 2011 — 2015
BSBA, Business Administration
Lori Paradoski Lori Paradoski's Bessemer Trust Experience September 2009 - December 2009
Job Office Manager at Cotton Creek Capital / Opera Singer
Industry Music
Experience
Cotton Creek Capital September 2014 - Present
Lazard August 2010 - August 2014
Utah Festival Opera & Musical Theatre June 2010 - August 2010
Gleacher Partners January 2010 - May 2010
Bessemer Trust September 2009 - December 2009
Transport Workers Union Of Greater New York AFL-CIO Local 100 December 2008 - May 2009
Hamilton Twelve September 2004 - September 2008
Taylor Morrison Homes March 2005 - March 2008
The Children's Music Society May 2004 - September 2004
Texas State University May 2000 - September 2000
Skills
Event Management, Music, Fundraising, Advertising, Management, Marketing, Photography, Event Planning, Social Media, Social Networking
Education
Texas State University 2006 — 2008
Master's degree, Voice and Opera
Texas State University-San Marcos 2006 — 2008
Masters in Music, Opera Performance
Cotton Creek Capital September 2014 - Present
Lazard August 2010 - August 2014
Utah Festival Opera & Musical Theatre June 2010 - August 2010
Gleacher Partners January 2010 - May 2010
Bessemer Trust September 2009 - December 2009
Transport Workers Union Of Greater New York AFL-CIO Local 100 December 2008 - May 2009
Hamilton Twelve September 2004 - September 2008
Taylor Morrison Homes March 2005 - March 2008
The Children's Music Society May 2004 - September 2004
Texas State University May 2000 - September 2000
Skills
Event Management, Music, Fundraising, Advertising, Management, Marketing, Photography, Event Planning, Social Media, Social Networking
Education
Texas State University 2006 — 2008
Master's degree, Voice and Opera
Texas State University-San Marcos 2006 — 2008
Masters in Music, Opera Performance
Anna White Anna White's Bessemer Trust Experience June 2015 - Present
Job Director of Investment Communications at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
GenSpring Family Offices April 2010 - June 2015
Skills
Fund Of Funds, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investor Relations, Investment Management, Investment Strategies, Equities, Private Equity, Portfolio Management, Wealth Management, Investment Advisory, Fixed Income, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Business Administration
Bessemer Trust June 2015 - Present
GenSpring Family Offices April 2010 - June 2015
Skills
Fund Of Funds, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investor Relations, Investment Management, Investment Strategies, Equities, Private Equity, Portfolio Management, Wealth Management, Investment Advisory, Fixed Income, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Business Administration
Matthew Senger, CISP Matthew Senger, CISP's Bessemer Trust Experience April 2008 - August 2013
Job Trust Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Bessemer Trust April 2008 - August 2013
UBS Wealth Management December 2004 - April 2008
Skills
Series 7, Wealth Management, Series 66, Retirement, IRA's, Mutual Funds, Retirement Planning, Asset Management, Investments, FINRA, Uniform Combined State..., Customer Service, Investment Advisory, IRAs, Financial Advisory, Financial Planners, Insurance, Wealth Management..., Pensions, Financial Planning
Education
University of North Carolina at Wilmington 2000 — 2004
B.A. Economics, Business Administration/Economics
Brown Brothers Harriman August 2013 - Present
Bessemer Trust April 2008 - August 2013
UBS Wealth Management December 2004 - April 2008
Skills
Series 7, Wealth Management, Series 66, Retirement, IRA's, Mutual Funds, Retirement Planning, Asset Management, Investments, FINRA, Uniform Combined State..., Customer Service, Investment Advisory, IRAs, Financial Advisory, Financial Planners, Insurance, Wealth Management..., Pensions, Financial Planning
Education
University of North Carolina at Wilmington 2000 — 2004
B.A. Economics, Business Administration/Economics
Kathleen Hunt Kathleen Hunt's Bessemer Trust Experience March 2009 - March 2011
Job Executive Administrative Assistant at Oliver Wyman
Industry Broadcast Media
Experience
Oliver Wyman October 2012 - Present
PeopleFinders Plus, Inc. March 2011 - September 2012
Bessemer Trust March 2009 - March 2011
Cantor Fitzgerald 2011 - 2011
Epoch Investment Partners May 2007 - March 2009
CDMi-Connect March 2006 - March 2007
Grey Advertising March 2001 - February 2006
Skills
Dedicated Professional, Highly detail oriented, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Concur, excellent writer, type 60 wpm
Education
National Shakespeare Conservatory 1987 — 1990
MFA/Certificate, Theatre/Theater, 3.8
Towson University 1983 — 1987
BFA, Theatre, 3.6
Oliver Wyman October 2012 - Present
PeopleFinders Plus, Inc. March 2011 - September 2012
Bessemer Trust March 2009 - March 2011
Cantor Fitzgerald 2011 - 2011
Epoch Investment Partners May 2007 - March 2009
CDMi-Connect March 2006 - March 2007
Grey Advertising March 2001 - February 2006
Skills
Dedicated Professional, Highly detail oriented, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Concur, excellent writer, type 60 wpm
Education
National Shakespeare Conservatory 1987 — 1990
MFA/Certificate, Theatre/Theater, 3.8
Towson University 1983 — 1987
BFA, Theatre, 3.6
Jeff Zieba Jeff Zieba's Bessemer Trust Experience December 2009 - December 2010
Job Investment Management
Industry Investment Management
Experience
Wellington Management February 2012 - Present
Bessemer Trust December 2009 - December 2010
AllianceBernstein LP August 2007 - December 2009
Skills
Financial Modeling, Finance, Business Analysis, Financial Reporting, Business Development, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, International Business, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
International Business
Wellington Management February 2012 - Present
Bessemer Trust December 2009 - December 2010
AllianceBernstein LP August 2007 - December 2009
Skills
Financial Modeling, Finance, Business Analysis, Financial Reporting, Business Development, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, International Business, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
International Business
Mindy Day-Hodges Mindy Day-Hodges's Bessemer Trust Experience 2007 - 2008
Job Investment Specialist/Portfolio Manager
Industry Investment Management
Experience
Convergent Wealth Advisors 2008 - 2008
Bessemer Trust 2007 - 2008
US Trust 1998 - 2007
Principal Financial Group January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa August 1995 - November 1997
Education
University of Southern California - Marshall School of Business 2001 — 2003
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Finance
Convergent Wealth Advisors 2008 - 2008
Bessemer Trust 2007 - 2008
US Trust 1998 - 2007
Principal Financial Group January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa August 1995 - November 1997
Education
University of Southern California - Marshall School of Business 2001 — 2003
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Finance
Oscar Hentschel Oscar Hentschel's Bessemer Trust Experience January 2015 - April 2015
Job Associate at PIMCO
Industry Financial Services
Experience
PIMCO April 2015 - Present
Bessemer Trust January 2015 - April 2015
Bessemer Trust September 2012 - April 2015
Lloyds TSB Private Banking May 2012 - September 2012
MFX Solutions June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Capital IQ, Investments, Financial Modeling, Valuation, Corporate Finance, Fixed Income, Equities, Financial Analysis, Capital Markets, Public Speaking, Finance
Education
University of Florida - Hough Graduate School of Business 2011 — 2012
MS, Finance
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance
PIMCO April 2015 - Present
Bessemer Trust January 2015 - April 2015
Bessemer Trust September 2012 - April 2015
Lloyds TSB Private Banking May 2012 - September 2012
MFX Solutions June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Capital IQ, Investments, Financial Modeling, Valuation, Corporate Finance, Fixed Income, Equities, Financial Analysis, Capital Markets, Public Speaking, Finance
Education
University of Florida - Hough Graduate School of Business 2011 — 2012
MS, Finance
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance
Stephanie Massucco's Bessemer Trust Experience August 2013 - February 2015
Job Legal & Financial Background
Industry Financial Services
Experience
Kleiner Perkins Caufield & Byers (California People Search) May 2015 - September 2015
Bain Capital Ventures February 2015 - April 2015
Bessemer Trust August 2013 - February 2015
Fragomen, Del Rey, Bernsen & Loewy April 2013 - May 2013
Habbas, Nasseri & Associates August 2012 - February 2013
Morris & Morris, P.C. September 2011 - May 2012
Skills
Teamwork, Client Service, Civil Litigation, Litigation, Legal Research, Legal Writing, Paralegal, Commercial Litigation, Mediation, Interviews, Criminal Law, Litigation Support, Personal Injury, Westlaw, Outlook, Client Services, Community Outreach, Depositions, Lexis
Education
University of Richmond
School of Professional & Continuing Studies, Paralegal Studies Certificate
Virginia Commonwealth University
L. Douglas Wilder School of Government and Public Affairs, Bachelor of Science degree in Criminal Justice, Concentration in Forensic Crime Scene, Minor in Political Science, Graduated Cum Laude
Virginia Polytechnic Institute 2007 — 2008
College of Liberal Arts and Human Sciences, English, Pre-law, Transfer
Richmond Community High School
Commonwealth of Virginia’s Advanced Studies Diploma
Kleiner Perkins Caufield & Byers (California People Search) May 2015 - September 2015
Bain Capital Ventures February 2015 - April 2015
Bessemer Trust August 2013 - February 2015
Fragomen, Del Rey, Bernsen & Loewy April 2013 - May 2013
Habbas, Nasseri & Associates August 2012 - February 2013
Morris & Morris, P.C. September 2011 - May 2012
Skills
Teamwork, Client Service, Civil Litigation, Litigation, Legal Research, Legal Writing, Paralegal, Commercial Litigation, Mediation, Interviews, Criminal Law, Litigation Support, Personal Injury, Westlaw, Outlook, Client Services, Community Outreach, Depositions, Lexis
Education
University of Richmond
School of Professional & Continuing Studies, Paralegal Studies Certificate
Virginia Commonwealth University
L. Douglas Wilder School of Government and Public Affairs, Bachelor of Science degree in Criminal Justice, Concentration in Forensic Crime Scene, Minor in Political Science, Graduated Cum Laude
Virginia Polytechnic Institute 2007 — 2008
College of Liberal Arts and Human Sciences, English, Pre-law, Transfer
Richmond Community High School
Commonwealth of Virginia’s Advanced Studies Diploma
Linnea Hjelm's Bessemer Trust Experience June 2015 - August 2015
Job Student at University of South Carolina
Industry Insurance
Experience
Tutor April 2015 - Present
Bessemer Trust June 2015 - August 2015
Palumbo's Pizzeria & Restaurant May 2013 - June 2015
Meridian Health: Riverview Medical Center February 2012 - August 2014
Pediatric Endocrinology (Private Practice) May 2014 - May 2014
Tutor February 2013 - June 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Teamwork, Time Management, Restaurants, Food & Beverage, Social Media, Event Planning
Education
University of South Carolina-Columbia 2014 — 2018
Bachelor's degree, Mathematics, Sophomore
Biotechnology High School 2009 — 2014
IB Diploma
Tutor April 2015 - Present
Bessemer Trust June 2015 - August 2015
Palumbo's Pizzeria & Restaurant May 2013 - June 2015
Meridian Health: Riverview Medical Center February 2012 - August 2014
Pediatric Endocrinology (Private Practice) May 2014 - May 2014
Tutor February 2013 - June 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Teamwork, Time Management, Restaurants, Food & Beverage, Social Media, Event Planning
Education
University of South Carolina-Columbia 2014 — 2018
Bachelor's degree, Mathematics, Sophomore
Biotechnology High School 2009 — 2014
IB Diploma
Sean O'Dowd Sean O'Dowd's Bessemer Trust Experience 2006 - Present
Job Senior Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2006 - Present
Skills
Investments, Asset Management, Equities, Financial Analysis, Financial Modeling, Fixed Income, Alternative Investments
Education
CFA Institute
CFA
Yale University - Yale School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The University of British Columbia 1993 — 1998
Bachelor’s Degree, Commerce (Finance)
Sacred Heart
Stockholm School of Economics
Vancouver College
Vancouver College
Bessemer Trust 2006 - Present
Skills
Investments, Asset Management, Equities, Financial Analysis, Financial Modeling, Fixed Income, Alternative Investments
Education
CFA Institute
CFA
Yale University - Yale School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The University of British Columbia 1993 — 1998
Bachelor’s Degree, Commerce (Finance)
Sacred Heart
Stockholm School of Economics
Vancouver College
Vancouver College
Peter McCormick's Bessemer Trust Experience December 2014 - Present
Job Associate Vice President, Operational Due Diligence Analyst at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust December 2014 - Present
Skills
US GAAP, SEC filings, GAAP, CPA, External Audit, Assurance, Due Diligence, Private Equity, Big 4, Auditing, Accounting, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MSA, Accounting
University of Notre Dame 2004 — 2008
BBA, Accounting
Bessemer Trust December 2014 - Present
Skills
US GAAP, SEC filings, GAAP, CPA, External Audit, Assurance, Due Diligence, Private Equity, Big 4, Auditing, Accounting, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MSA, Accounting
University of Notre Dame 2004 — 2008
BBA, Accounting
Michael Pistilli's Bessemer Trust Experience March 2007 - July 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte September 2012 - September 2013
Deloitte September 2011 - September 2012
Bessemer Trust March 2007 - July 2011
Skills
Microsoft Office, AS2.0, CCH ProSystem fx
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2011
Master of Science (MS), Accounting
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science (BS), Accounting
Deloitte September 2013 - Present
Deloitte September 2012 - September 2013
Deloitte September 2011 - September 2012
Bessemer Trust March 2007 - July 2011
Skills
Microsoft Office, AS2.0, CCH ProSystem fx
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2011
Master of Science (MS), Accounting
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science (BS), Accounting
Kevin Barlow, CFA Kevin Barlow, CFA's Bessemer Trust Experience March 2014 - February 2015
Job Managing Director at Palo Capital
Industry Investment Management
Experience
Palo Capital May 2015 - Present
Bessemer Trust March 2014 - February 2015
City National Rochdale April 2011 - March 2014
Entrepreneurial Period February 2009 - April 2011
Fisher Investments May 2005 - February 2009
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
CFA Institute 2011 — 2013
Charterholder
University of Michigan 2000 — 2004
B.A with Honors Thesis
Palo Capital May 2015 - Present
Bessemer Trust March 2014 - February 2015
City National Rochdale April 2011 - March 2014
Entrepreneurial Period February 2009 - April 2011
Fisher Investments May 2005 - February 2009
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
CFA Institute 2011 — 2013
Charterholder
University of Michigan 2000 — 2004
B.A with Honors Thesis
Isobel Elder Isobel Elder's Bessemer Trust Experience June 2004 - August 2004
Job Seeking Advertising/PR/Communication Position
Industry Public Relations and Communications
Experience
Austin Independent School District August 2014 - August 2015
Palm Beach County School District August 2011 - August 2014
Law Office of Paul Rampell January 2010 - 2012
JSN Property Management June 2009 - October 2009
AirTurn Inc. December 2008 - April 2009
Raymond F. Kravis Center for the Performing Arts December 2007 - March 2008
Bessemer Trust June 2004 - August 2004
Skills
Microsoft Office, Adobe Acrobat, Project Management, Time Management, Organizational..., Educational Leadership, Detail Oriented, Communication, Flexible Approach, Self Motivated, Positive Employee..., Editing, Nonprofits, Writing, People Skills, People-oriented, Public Relations, Advertising, Public Speaking, Community Outreach, Management
Education
University of Denver 2004 — 2008
BA, Communications Management
Queensland University of Technology 2006 — 2006
BA, communications management
Austin Independent School District August 2014 - August 2015
Palm Beach County School District August 2011 - August 2014
Law Office of Paul Rampell January 2010 - 2012
JSN Property Management June 2009 - October 2009
AirTurn Inc. December 2008 - April 2009
Raymond F. Kravis Center for the Performing Arts December 2007 - March 2008
Bessemer Trust June 2004 - August 2004
Skills
Microsoft Office, Adobe Acrobat, Project Management, Time Management, Organizational..., Educational Leadership, Detail Oriented, Communication, Flexible Approach, Self Motivated, Positive Employee..., Editing, Nonprofits, Writing, People Skills, People-oriented, Public Relations, Advertising, Public Speaking, Community Outreach, Management
Education
University of Denver 2004 — 2008
BA, Communications Management
Queensland University of Technology 2006 — 2006
BA, communications management
Lakeisha Edwards's Bessemer Trust Experience April 2013 - July 2013
Job at
Industry Graphic Design
Experience
RBC July 2015 - Present
Link 9 August 2014 - Present
OppenheimerFunds March 2014 - Present
Draftfcb Healthcare October 2013 - January 2014
Overall Experience -- Various Companies (Investment Banking, Advertising, Medical Education, Marketi January 2000 - October 2013
Bessemer Trust April 2013 - July 2013
MAXIM LEGAL October 2012 - March 2013
Update Graphics April 2006 - January 2013
BMO Capital Markets November 2011 - July 2012
OMD Media Direction 2012 - 2012
Skills
PC, Apple Macintosh, MsOffice 2010, Adobe CS5, Illustrator, QuarkXPress, Advertising, Photoshop, Flash, Dreamweaver, Brochures, Video, Animation, HTML, Brand Management, Lotus Notes, Outlook, Art, Web Site Production, Microsoft Office, Illustration, Graphics, Logo Design, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Email Marketing, Storyboarding, PowerPoint, Layout, Business Cards, Newsletters, Graphic Design, Art Direction, Posters, Multimedia, Typography, Corporate Identity, Web Design, Banners, Image Manipulation, Corporate Branding, Visual Communication, Flyers, Creative Direction
Education
SUNY 2005 — 2006
Certificate of Completion, Web Publishing/Design
New School University 2004 — 2004
None, Adobe CS
New Bern Senior High 1985 — 1987
Diploma, Recommend Studies
RBC July 2015 - Present
Link 9 August 2014 - Present
OppenheimerFunds March 2014 - Present
Draftfcb Healthcare October 2013 - January 2014
Overall Experience -- Various Companies (Investment Banking, Advertising, Medical Education, Marketi January 2000 - October 2013
Bessemer Trust April 2013 - July 2013
MAXIM LEGAL October 2012 - March 2013
Update Graphics April 2006 - January 2013
BMO Capital Markets November 2011 - July 2012
OMD Media Direction 2012 - 2012
Skills
PC, Apple Macintosh, MsOffice 2010, Adobe CS5, Illustrator, QuarkXPress, Advertising, Photoshop, Flash, Dreamweaver, Brochures, Video, Animation, HTML, Brand Management, Lotus Notes, Outlook, Art, Web Site Production, Microsoft Office, Illustration, Graphics, Logo Design, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Email Marketing, Storyboarding, PowerPoint, Layout, Business Cards, Newsletters, Graphic Design, Art Direction, Posters, Multimedia, Typography, Corporate Identity, Web Design, Banners, Image Manipulation, Corporate Branding, Visual Communication, Flyers, Creative Direction
Education
SUNY 2005 — 2006
Certificate of Completion, Web Publishing/Design
New School University 2004 — 2004
None, Adobe CS
New Bern Senior High 1985 — 1987
Diploma, Recommend Studies
Lindsay Aquilina Levert's Bessemer Trust Experience May 2006 - March 2011
Job Marketing and Business Development Consultant
Industry Investment Management
Experience
Sceptre Road Limited November 2014 - Present
Siebels Asset Management Research November 2014 - Present
ParkRiver Fund Solutions, LP 2013 - September 2014
ParkRiver Fund Solutions, LP October 2011 - 2013
Bessemer Trust May 2006 - March 2011
BlackRock Financial Management June 2004 - June 2006
Skills
Hedge Funds, Corporate Finance, Investor Relations, Alternative Investments, Fixed Income, Asset Management, Private Equity, Investments, Investment Management, Emerging Markets, Investment Strategies, Derivatives, Fund Of Funds, Trading, Asset Allocation, Equity Research, Equities, Marketing, Business Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Management
Trinity College-Hartford 2000 — 2004
Bachelor of Science, Economics
Sceptre Road Limited November 2014 - Present
Siebels Asset Management Research November 2014 - Present
ParkRiver Fund Solutions, LP 2013 - September 2014
ParkRiver Fund Solutions, LP October 2011 - 2013
Bessemer Trust May 2006 - March 2011
BlackRock Financial Management June 2004 - June 2006
Skills
Hedge Funds, Corporate Finance, Investor Relations, Alternative Investments, Fixed Income, Asset Management, Private Equity, Investments, Investment Management, Emerging Markets, Investment Strategies, Derivatives, Fund Of Funds, Trading, Asset Allocation, Equity Research, Equities, Marketing, Business Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Management
Trinity College-Hartford 2000 — 2004
Bachelor of Science, Economics
Wade Waldock's Bessemer Trust Experience 2004 - 2005
Job VP Process Management at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2011 - Present
BNP Paribas Fortis September 2005 - April 2011
Bessemer Trust 2004 - 2005
Morgan Stanley January 2001 - January 2002
UBS Investment Bank March 1990 - December 2000
Skills
Equities, Capital Markets, Market Data, Trading, Risk Management, Equity Trading, Options, Fixed Income, Middle Office, Equity Derivatives, Product Control, Financial Risk, Electronic Trading, Program Trading, Product Management, Front Office Trading..., CDS, Interest Rate Swaps, Sophis, Financial Markets, Structured Finance, Order Management, International Equities, Order Management Systems, ETFs, LongView Trading, KPI implementation, Derivatives
Education
University of Notre Dame 1982 — 1984
MBA, Business
University of Notre Dame 1973 — 1978
B.Architecture, Architecture/Civil Engineering
BNP Paribas April 2011 - Present
BNP Paribas Fortis September 2005 - April 2011
Bessemer Trust 2004 - 2005
Morgan Stanley January 2001 - January 2002
UBS Investment Bank March 1990 - December 2000
Skills
Equities, Capital Markets, Market Data, Trading, Risk Management, Equity Trading, Options, Fixed Income, Middle Office, Equity Derivatives, Product Control, Financial Risk, Electronic Trading, Program Trading, Product Management, Front Office Trading..., CDS, Interest Rate Swaps, Sophis, Financial Markets, Structured Finance, Order Management, International Equities, Order Management Systems, ETFs, LongView Trading, KPI implementation, Derivatives
Education
University of Notre Dame 1982 — 1984
MBA, Business
University of Notre Dame 1973 — 1978
B.Architecture, Architecture/Civil Engineering
Kirk Michie's Bessemer Trust Experience August 2001 - August 2002
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Eric Holt Eric Holt's Bessemer Trust Experience November 2007 - April 2015
Job Managing Principal at Enduring Wealth Partners
Industry Banking
Experience
Enduring Wealth Partners April 2015 - Present
Mile High Five Foundation January 2013 - Present
Bessemer Trust November 2007 - April 2015
Bernstein Global Wealth Management March 2005 - November 2007
Frost Bank September 2003 - March 2005
US Air Force Academy 1998 - 2000
Skills
Wealth Management, Alternative Investments, Financial Modeling, Investment Strategies, Estate Planning, Equities, Sales, Investments, Portfolio Management, Management, Financial Advisory, CRM, Strategic Financial..., Investment Management, Financial Analysis, Wealth Management..., Asset Allocation, Hedge Funds, Fund Of Funds, Asset Management, Small Business, Series 7, Private Equity, Asset Managment, Due Diligence, Investment Advisory, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA, Finance
United States Air Force Academy 1987 — 1991
Enduring Wealth Partners April 2015 - Present
Mile High Five Foundation January 2013 - Present
Bessemer Trust November 2007 - April 2015
Bernstein Global Wealth Management March 2005 - November 2007
Frost Bank September 2003 - March 2005
US Air Force Academy 1998 - 2000
Skills
Wealth Management, Alternative Investments, Financial Modeling, Investment Strategies, Estate Planning, Equities, Sales, Investments, Portfolio Management, Management, Financial Advisory, CRM, Strategic Financial..., Investment Management, Financial Analysis, Wealth Management..., Asset Allocation, Hedge Funds, Fund Of Funds, Asset Management, Small Business, Series 7, Private Equity, Asset Managment, Due Diligence, Investment Advisory, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA, Finance
United States Air Force Academy 1987 — 1991
Kapril Wooley's Bessemer Trust Experience June 2015 - Present
Job Administrative Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Kenneth E. Devore & Associates, APC January 2013 - May 2015
The Edward Starr Charitable Trust March 2012 - June 2012
Spectron, Inc. October 2011 - January 2012
Marriott International March 2011 - June 2011
Papa Murphy's - Davis, CA August 2009 - March 2011
4th Way Fulfillment June 2004 - December 2005
Skills
Microsoft Office, Leadership, Customer Service, Office Management, Problem Solving, Organization, Project Coordination, Administrative..., Small Project Management, Prioritize Workload, High Level Of Accuracy, Proofreading, Screen and Direct Calls, Phone Etiquette, Switch Tasks Mid-Stream, Customer Satisfaction, Windows, OS X, Technology, Learn New Software..., Hands-on Training, Events Coordination, Social Networking, Mailing Lists
Education
University of California, Davis
Bachelors of Arts
Bessemer Trust June 2015 - Present
Kenneth E. Devore & Associates, APC January 2013 - May 2015
The Edward Starr Charitable Trust March 2012 - June 2012
Spectron, Inc. October 2011 - January 2012
Marriott International March 2011 - June 2011
Papa Murphy's - Davis, CA August 2009 - March 2011
4th Way Fulfillment June 2004 - December 2005
Skills
Microsoft Office, Leadership, Customer Service, Office Management, Problem Solving, Organization, Project Coordination, Administrative..., Small Project Management, Prioritize Workload, High Level Of Accuracy, Proofreading, Screen and Direct Calls, Phone Etiquette, Switch Tasks Mid-Stream, Customer Satisfaction, Windows, OS X, Technology, Learn New Software..., Hands-on Training, Events Coordination, Social Networking, Mailing Lists
Education
University of California, Davis
Bachelors of Arts
Angel D. Harley's Bessemer Trust Experience December 2008 - September 2012
Job EVENT MARKETING | PROJECT MANAGEMENT | BRAND STRATEGY
Industry Events Services
Experience
KIPP Bay Area Schools September 2012 - August 2015
Bessemer Trust December 2008 - September 2012
Lehman Brothers July 2007 - October 2008
General Motors 2005 - 2006
Skills
Project Management, Marketing Concepts, Event Creatives, Marketing Communications, New Business Development, HTML, Non-profits, Event Management, Event Planning, Management, Marketing, Nonprofits, Strategy, Corporate Events, Fundraising, Volunteer Management, Sponsorship, Leadership, Public Speaking, Social Media
Education
State University of New York at New Paltz 2003 — 2005
B.A., Political Science
Stony Brook University 2000 — 2002
KIPP Bay Area Schools September 2012 - August 2015
Bessemer Trust December 2008 - September 2012
Lehman Brothers July 2007 - October 2008
General Motors 2005 - 2006
Skills
Project Management, Marketing Concepts, Event Creatives, Marketing Communications, New Business Development, HTML, Non-profits, Event Management, Event Planning, Management, Marketing, Nonprofits, Strategy, Corporate Events, Fundraising, Volunteer Management, Sponsorship, Leadership, Public Speaking, Social Media
Education
State University of New York at New Paltz 2003 — 2005
B.A., Political Science
Stony Brook University 2000 — 2002
David J. Parker's Bessemer Trust Experience September 2014 - Present
Job Senior Vice President, Head of Oil & Gas Advisory at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2014 - Present
Northern Trust August 2005 - August 2014
JPMorgan Chase February 1982 - July 2005
Texaco Inc. September 1980 - February 1982
Skills
CPL, High Net Worth..., Leases, Gas, Petroleum, Due Diligence, Management, Business Strategy, Asset Management, Investments, Wealth Management, Energy Industry, Wealth Management..., Asset Allocation, Alternative Investments, Mergers & Acquisitions, Contract Negotiation, Strategic Planning
Education
SUNY at Buffalo 1974 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Sweet Home High School
Bessemer Trust September 2014 - Present
Northern Trust August 2005 - August 2014
JPMorgan Chase February 1982 - July 2005
Texaco Inc. September 1980 - February 1982
Skills
CPL, High Net Worth..., Leases, Gas, Petroleum, Due Diligence, Management, Business Strategy, Asset Management, Investments, Wealth Management, Energy Industry, Wealth Management..., Asset Allocation, Alternative Investments, Mergers & Acquisitions, Contract Negotiation, Strategic Planning
Education
SUNY at Buffalo 1974 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Sweet Home High School
Nathan Lipsky's Bessemer Trust Experience February 2015 - Present
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 2015 - Present
Deloitte August 2013 - January 2015
Lockton Companies June 2012 - August 2012
AIPAC May 2011 - August 2012
University of Kansas September 2011 - May 2012
Hillel May 2011 - May 2012
Chabad June 2011 - July 2011
All Sport November 2010 - May 2011
Fogo De Chao April 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Event Planning, Research, Advertising, Outlook, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Office
Education
The University of Kansas School of Business 2010 — 2013
Bachelor of Science, Finance and Accounting
The University of Kansas School of Business 2010 — 2013
Bachelor of Science, Finance
University of Kansas 2009 — 2013
Bessemer Trust February 2015 - Present
Deloitte August 2013 - January 2015
Lockton Companies June 2012 - August 2012
AIPAC May 2011 - August 2012
University of Kansas September 2011 - May 2012
Hillel May 2011 - May 2012
Chabad June 2011 - July 2011
All Sport November 2010 - May 2011
Fogo De Chao April 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Event Planning, Research, Advertising, Outlook, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Office
Education
The University of Kansas School of Business 2010 — 2013
Bachelor of Science, Finance and Accounting
The University of Kansas School of Business 2010 — 2013
Bachelor of Science, Finance
University of Kansas 2009 — 2013
Andrew Mika Andrew Mika's Bessemer Trust Experience June 2010 - August 2010
Job Real Estate Debt Originations at Greystone & Co.
Industry Investment Banking
Experience
Greystone & Co. April 2012 - Present
UniverCITY February 2014 - Present
Greystone Funding Corporation Inc. April 2012 - December 2013
Morgan Stanley October 2011 - April 2012
BMO Capital Markets June 2011 - August 2011
Annaly Capital Management December 2010 - January 2011
Bessemer Trust June 2010 - August 2010
Skills
Hedge Funds, Financial Modeling, Investments, Capital Markets, Asset Managment, Microsoft Office
Education
University of Rhode Island 2007 — 2011
BA, Political Science, English, Economics, Journalism
Greystone & Co. April 2012 - Present
UniverCITY February 2014 - Present
Greystone Funding Corporation Inc. April 2012 - December 2013
Morgan Stanley October 2011 - April 2012
BMO Capital Markets June 2011 - August 2011
Annaly Capital Management December 2010 - January 2011
Bessemer Trust June 2010 - August 2010
Skills
Hedge Funds, Financial Modeling, Investments, Capital Markets, Asset Managment, Microsoft Office
Education
University of Rhode Island 2007 — 2011
BA, Political Science, English, Economics, Journalism
Edward McGregor, CFA Edward McGregor, CFA's Bessemer Trust Experience March 1984 - May 1992
Job Vice President at LHA (Lippert/Heilshorn & Associates)
Industry Financial Services
Experience
LHA (Lippert/Heilshorn & Associates) 2014 - Present
Sigma Designs June 2007 - October 2012
Winterthur IMC/Credit Suisse October 1995 - May 2007
Beacon Trust Company June 1992 - October 1995
Bessemer Trust March 1984 - May 1992
First Fidelity Bank June 1981 - March 1984
Skills
Financial Modeling, Semiconductors, Equity Research Analysis, Portfolio Management, Investor Relations, Competitive Analysis, Investments, Asset Allocation, Market Research, Equities, Equity Research, Analysis, Management, Mergers & Acquisitions, Economics, Corporate Finance, Start-ups, IPO, Hedge Funds, Financial Analysis, Corporate Development, Equity Valuation, Capital Markets, Private Equity, Bloomberg, Alternative Investments, Asset Management
Education
Stevens Institute of Technology 1977 — 1981
Bachelor of Engineering (BE), Electrical and Electronics Engineering
LHA (Lippert/Heilshorn & Associates) 2014 - Present
Sigma Designs June 2007 - October 2012
Winterthur IMC/Credit Suisse October 1995 - May 2007
Beacon Trust Company June 1992 - October 1995
Bessemer Trust March 1984 - May 1992
First Fidelity Bank June 1981 - March 1984
Skills
Financial Modeling, Semiconductors, Equity Research Analysis, Portfolio Management, Investor Relations, Competitive Analysis, Investments, Asset Allocation, Market Research, Equities, Equity Research, Analysis, Management, Mergers & Acquisitions, Economics, Corporate Finance, Start-ups, IPO, Hedge Funds, Financial Analysis, Corporate Development, Equity Valuation, Capital Markets, Private Equity, Bloomberg, Alternative Investments, Asset Management
Education
Stevens Institute of Technology 1977 — 1981
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Vanesa Hernandez's Bessemer Trust Experience April 2015 - Present
Job Associate Vice President & Assistant Fiduciary Counsel/Officer at Bessemer Trust
Industry Law Practice
Experience
Bessemer Trust April 2015 - Present
Maynard Cooper & Gale, PC September 2010 - January 2015
Office of Federal Affairs, University of North Carolina January 2010 - May 2010
Office of Student Services, University of North Carolina School of Law 2009 - 2010
The Writing Learning Resources Center, University of North Carolina School of Law 2008 - 2010
Legal Aid of North Carolina August 2009 - December 2009
Holland & Knight LLP May 2009 - July 2009
Center for Civil Rights, University of North Carolina School of Law May 2008 - June 2008
Voices for Children in Nebraska September 2006 - July 2007
Skills
Advocacy, Project Management, Legal Research, Policy Analysis, Student Affairs, Academic Tutoring, Civil Litigation
Education
University of North Carolina School of Law 2007 — 2010
Juris Doctor
University of Florida 2002 — 2006
Bachelor of Arts in Political Science, magna cum laude
Bessemer Trust April 2015 - Present
Maynard Cooper & Gale, PC September 2010 - January 2015
Office of Federal Affairs, University of North Carolina January 2010 - May 2010
Office of Student Services, University of North Carolina School of Law 2009 - 2010
The Writing Learning Resources Center, University of North Carolina School of Law 2008 - 2010
Legal Aid of North Carolina August 2009 - December 2009
Holland & Knight LLP May 2009 - July 2009
Center for Civil Rights, University of North Carolina School of Law May 2008 - June 2008
Voices for Children in Nebraska September 2006 - July 2007
Skills
Advocacy, Project Management, Legal Research, Policy Analysis, Student Affairs, Academic Tutoring, Civil Litigation
Education
University of North Carolina School of Law 2007 — 2010
Juris Doctor
University of Florida 2002 — 2006
Bachelor of Arts in Political Science, magna cum laude
Michael Ott's Bessemer Trust Experience December 2014 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2014 - Present
Bessemer Trust June 2012 - December 2014
Goldman Sachs June 2011 - August 2011
Skills
Due Diligence, Financial Analysis, Valuation, Financial Modeling, Investments
Education
Washington and Lee University 2008 — 2012
BS Business Administration with Special Attainments, Commerce
The London School of Economics and Political Science (LSE) 2010 — 2010
International Political Economy; Economics of European Integration
Bessemer Trust December 2014 - Present
Bessemer Trust June 2012 - December 2014
Goldman Sachs June 2011 - August 2011
Skills
Due Diligence, Financial Analysis, Valuation, Financial Modeling, Investments
Education
Washington and Lee University 2008 — 2012
BS Business Administration with Special Attainments, Commerce
The London School of Economics and Political Science (LSE) 2010 — 2010
International Political Economy; Economics of European Integration
Carolyn Byczek's Bessemer Trust Experience September 2011 - May 2014
Job Second Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
Bessemer Trust September 2011 - May 2014
Bank of America Merrill Lynch June 2009 - October 2011
University of Illinois at Urbana-Champaign August 2008 - May 2009
Bank of America Merrill Lynch June 2008 - August 2008
Baird Capital Partners Europe January 2008 - May 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Undergraduate
City University & Institute for the International Education of Students 2008 — 2008
Study Abroad Program
Northern Trust Corporation May 2014 - Present
Bessemer Trust September 2011 - May 2014
Bank of America Merrill Lynch June 2009 - October 2011
University of Illinois at Urbana-Champaign August 2008 - May 2009
Bank of America Merrill Lynch June 2008 - August 2008
Baird Capital Partners Europe January 2008 - May 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Undergraduate
City University & Institute for the International Education of Students 2008 — 2008
Study Abroad Program
Zach Witt, CPA's Bessemer Trust Experience August 2014 - Present
Job Assistant Vice President Tax Consultant
Industry Accounting
Experience
Bessemer Trust August 2014 - Present
Miller, Cooper & Co., Ltd. June 2012 - August 2014
Miller, Cooper & Co., Ltd. August 2010 - June 2012
Miller, Cooper & Co., Ltd. May 2008 - August 2010
Joan Philo Casting May 2007 - August 2007
Ravinia Festival June 2004 - August 2006
Skills
Tax, Accounting, Tax Preparation, Tax Returns, Income Tax, Corporate Tax, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Financial Accounting, General Ledger, S Corporations, CPA
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.S., Accounting
Deerfield High School 2001 — 2005
Bessemer Trust August 2014 - Present
Miller, Cooper & Co., Ltd. June 2012 - August 2014
Miller, Cooper & Co., Ltd. August 2010 - June 2012
Miller, Cooper & Co., Ltd. May 2008 - August 2010
Joan Philo Casting May 2007 - August 2007
Ravinia Festival June 2004 - August 2006
Skills
Tax, Accounting, Tax Preparation, Tax Returns, Income Tax, Corporate Tax, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Financial Accounting, General Ledger, S Corporations, CPA
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.S., Accounting
Deerfield High School 2001 — 2005
Jamie Braverman Jamie Braverman's Bessemer Trust Experience April 2014 - Present
Job Vice President, Advertising & Public Relations Manager at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Guggenheim Investments June 2012 - April 2014
Deloitte September 2010 - June 2012
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds April 2005 - January 2008
TheLadders.com July 2004 - April 2005
Skills
Marketing Strategy, Strategy, Brand Management, Event Planning, Marketing Communications, B2B Marketing, Marketing, Online Marketing, Market Research, Corporate Events, Building Brand Awareness, Leadership, Project Management, Social Media Marketing, Competitive Analysis, CRM, Services Marketing, Media Relations, Event Management, Sponsorship Marketing, Professional Services..., Client Relationship..., Press Releases, Brand Awareness
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Bessemer Trust April 2014 - Present
Guggenheim Investments June 2012 - April 2014
Deloitte September 2010 - June 2012
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds April 2005 - January 2008
TheLadders.com July 2004 - April 2005
Skills
Marketing Strategy, Strategy, Brand Management, Event Planning, Marketing Communications, B2B Marketing, Marketing, Online Marketing, Market Research, Corporate Events, Building Brand Awareness, Leadership, Project Management, Social Media Marketing, Competitive Analysis, CRM, Services Marketing, Media Relations, Event Management, Sponsorship Marketing, Professional Services..., Client Relationship..., Press Releases, Brand Awareness
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Donna Stefanizzi Donna Stefanizzi's Bessemer Trust Experience March 2002 - December 2004
Job Lower School Admissions Associate at Trevor Day School
Industry Primary/Secondary Education
Experience
Trevor Day School September 2014 - February 2015
Lehman Brothers Holdings Inc. December 2006 - January 2008
UBS Investment Bank December 2003 - September 2006
Bessemer Trust March 2002 - December 2004
Credit Suisse November 1997 - March 2002
Skills
PowerPoint, Event Management, Event Planning, Concur, Research, Microsoft Word, Microsoft Excel, Project Management, Marketing, Nonprofits
Education
University at Albany, SUNY 1992 — 1996
BA, Sociology
Trevor Day School September 2014 - February 2015
Lehman Brothers Holdings Inc. December 2006 - January 2008
UBS Investment Bank December 2003 - September 2006
Bessemer Trust March 2002 - December 2004
Credit Suisse November 1997 - March 2002
Skills
PowerPoint, Event Management, Event Planning, Concur, Research, Microsoft Word, Microsoft Excel, Project Management, Marketing, Nonprofits
Education
University at Albany, SUNY 1992 — 1996
BA, Sociology
Ryan Oliveira Ryan Oliveira's Bessemer Trust Experience October 2013 - Present
Job Custody Associate at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust October 2013 - Present
Heritage Financial Consultants LLC June 2011 - July 2012
M&W Parking Services Inc. March 2010 - June 2011
Cornerstone Physical Therapy February 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bessemer Trust October 2013 - Present
Heritage Financial Consultants LLC June 2011 - July 2012
M&W Parking Services Inc. March 2010 - June 2011
Cornerstone Physical Therapy February 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Finance
Sue Larew Sue Larew's Bessemer Trust Experience December 2001 - July 2003
Job Vice President at First Interstate Bank
Industry Banking
Experience
First Interstate Bank 2003 - Present
Bessemer Trust December 2001 - July 2003
Bank of America 1988 - 2001
Skills
Banking, Loans, Consumer Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Strategic Planning, Insurance, Portfolio Management, Credit, Coaching, Team Leadership, Construction Loans, Underwriting, Risk Management, Loan Origination, Credit Risk, Mortgage Banking, Financial Analysis, Retail Banking, Residential Mortgages, Refinance, Leadership, Finance, Public Speaking, Management, Sales, Mergers & Acquisitions, Wealth Management, Team Building
Education
University of Colorado Boulder
Buisness Admistration
First Interstate Bank 2003 - Present
Bessemer Trust December 2001 - July 2003
Bank of America 1988 - 2001
Skills
Banking, Loans, Consumer Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Strategic Planning, Insurance, Portfolio Management, Credit, Coaching, Team Leadership, Construction Loans, Underwriting, Risk Management, Loan Origination, Credit Risk, Mortgage Banking, Financial Analysis, Retail Banking, Residential Mortgages, Refinance, Leadership, Finance, Public Speaking, Management, Sales, Mergers & Acquisitions, Wealth Management, Team Building
Education
University of Colorado Boulder
Buisness Admistration
Jessica Skelton Jessica Skelton's Bessemer Trust Experience September 2014 - June 2015
Job Executive Assistant
Industry Financial Services
Experience
Bessemer Trust September 2014 - June 2015
RBZ January 2014 - August 2014
M.H.G. Group September 2012 - June 2013
Square June 2011 - August 2012
Square February 2011 - June 2011
California Film Institute August 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
PowerPoint, Customer Service, Teamwork, English, SQL, Windows, Microsoft Office, Financial Analysis, Research, Java, Social Media, Team Leadership, Adobe Creative Suite, Google Apps
Education
University of California, Berkeley 2006 — 2010
International Political Economics, Globalization
Bessemer Trust September 2014 - June 2015
RBZ January 2014 - August 2014
M.H.G. Group September 2012 - June 2013
Square June 2011 - August 2012
Square February 2011 - June 2011
California Film Institute August 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
PowerPoint, Customer Service, Teamwork, English, SQL, Windows, Microsoft Office, Financial Analysis, Research, Java, Social Media, Team Leadership, Adobe Creative Suite, Google Apps
Education
University of California, Berkeley 2006 — 2010
International Political Economics, Globalization
Matthew Auran's Bessemer Trust Experience May 2015 - Present
Job Equities Analyst Marshal L. Salant Investment Team
Industry Banking
Experience
Bessemer Trust May 2015 - Present
Marshal L. Salant Investment Team March 2015 - Present
Johns Hopkins Center for Leadership Education January 2015 - Present
Johns Hopkins Financial Analysts Club November 2014 - Present
Johns Hopkins Institute of Applied Economics November 2014 - Present
Johns Hopkins University August 2013 - Present
Bionic Bands May 2012 - August 2013
Skills
Sales, Recruiting, Economics, Human Resources, PowerPoint, Sales Management, Sales Operations, Sales Presentations, Spanish-speaking, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Product Marketing, Spanish, Capital Markets, Equity Research
Education
The Johns Hopkins University 2013 — 2017
Bachelor of Arts (B.A.), Financial Economics, Cumulative GPA 3.8
Bessemer Trust May 2015 - Present
Marshal L. Salant Investment Team March 2015 - Present
Johns Hopkins Center for Leadership Education January 2015 - Present
Johns Hopkins Financial Analysts Club November 2014 - Present
Johns Hopkins Institute of Applied Economics November 2014 - Present
Johns Hopkins University August 2013 - Present
Bionic Bands May 2012 - August 2013
Skills
Sales, Recruiting, Economics, Human Resources, PowerPoint, Sales Management, Sales Operations, Sales Presentations, Spanish-speaking, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Product Marketing, Spanish, Capital Markets, Equity Research
Education
The Johns Hopkins University 2013 — 2017
Bachelor of Arts (B.A.), Financial Economics, Cumulative GPA 3.8
Mary Kate Baker's Bessemer Trust Experience July 2006 - August 2007
Job Account Director at BlackWing Creative
Industry Marketing and Advertising
Experience
BlackWing Creative 2012 - Present
White Space Healthcare Marketing December 2010 - 2012
VCA Antech June 2009 - January 2011
Outsource Marketing December 2007 - June 2009
Bessemer Trust July 2006 - August 2007
Skills
Social Media Marketing, Marketing, Project Management, Product Marketing, CRM, Market Research, Business Development, Management, Strategic Communications, Budgets, Sales, Negotiation, Customer Service, Digital Marketing, Advertising, Marketing Communications, Online Advertising, Integrated Marketing
Education
University of Kentucky 2001 — 2005
Bachelors in Business Administration
Tennessee Technological University 2007 — 2009
Master of Business Administration (MBA)
BlackWing Creative 2012 - Present
White Space Healthcare Marketing December 2010 - 2012
VCA Antech June 2009 - January 2011
Outsource Marketing December 2007 - June 2009
Bessemer Trust July 2006 - August 2007
Skills
Social Media Marketing, Marketing, Project Management, Product Marketing, CRM, Market Research, Business Development, Management, Strategic Communications, Budgets, Sales, Negotiation, Customer Service, Digital Marketing, Advertising, Marketing Communications, Online Advertising, Integrated Marketing
Education
University of Kentucky 2001 — 2005
Bachelors in Business Administration
Tennessee Technological University 2007 — 2009
Master of Business Administration (MBA)
Courtney Fedacsek's Bessemer Trust Experience May 2000 - February 2010
Job Experienced High Net Worth Client Account Manager
Industry Financial Services
Experience
Bessemer Trust May 2000 - February 2010
Skills
Wealth Management, Asset Management, Alternative Investments, Portfolio Management
Education
University of Miami 2000 — 2002
Master of Business Administration (M.B.A.)
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Double Major: Business Management and Finance
Bessemer Trust May 2000 - February 2010
Skills
Wealth Management, Asset Management, Alternative Investments, Portfolio Management
Education
University of Miami 2000 — 2002
Master of Business Administration (M.B.A.)
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Double Major: Business Management and Finance
Lisa @ Media Barn, Inc.'s Bessemer Trust Experience February 2001 - March 2004
Job Talent Scout at Media Barn, Inc.
Industry Staffing and Recruiting
Experience
Media Barn, Inc. May 2006 - Present
Media Barn, Inc. March 2004 - May 2006
Bessemer Trust February 2001 - March 2004
Education
University of Alabama 1996 — 2000
Bachelor of Science, Finance & Economics
Media Barn, Inc. May 2006 - Present
Media Barn, Inc. March 2004 - May 2006
Bessemer Trust February 2001 - March 2004
Education
University of Alabama 1996 — 2000
Bachelor of Science, Finance & Economics
Scott Thomson, CFA's Bessemer Trust Experience 2001 - 2004
Job Director of Finance and Administration
Industry Investment Management
Experience
FEMA - Hurricane Sandy Recovery Office January 2013 - Present
Aberfeldy Associates January 2010 - December 2012
Nomura Asset Mgmt 2005 - 2009
Bessemer Trust 2001 - 2004
Deutsche Bank Securities 1998 - 2001
Nat West Securities 1994 - 1998
Skills
Equity Research, Asset Managment, Hedge Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Global Macro, Series 7, Capital Markets, Valuation, Investment Management, Asset Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA
University of Miami 1984 — 1986
BBA
FEMA - Hurricane Sandy Recovery Office January 2013 - Present
Aberfeldy Associates January 2010 - December 2012
Nomura Asset Mgmt 2005 - 2009
Bessemer Trust 2001 - 2004
Deutsche Bank Securities 1998 - 2001
Nat West Securities 1994 - 1998
Skills
Equity Research, Asset Managment, Hedge Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Global Macro, Series 7, Capital Markets, Valuation, Investment Management, Asset Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA
University of Miami 1984 — 1986
BBA
Ben Sloan's Bessemer Trust Experience February 2005 - Present
Job Senior Vice President
Industry Financial Services
Experience
Bessemer Trust February 2005 - Present
WilmerHale March 2004 - February 2005
Skills
Series 7, Financial Analysis, Modern Portfolio Theory, Bloomberg, Certified Investment..., Asset Allocation, Investments, Equities, Asset Management, Hedge Funds, Venture Capital, Investment Management, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Entrepreneurship & Finance
University of Virginia 1999 — 2003
Bachelor of Arts (B.A.), Sociology
San Francisco University High School 1995 — 1999
Bessemer Trust February 2005 - Present
WilmerHale March 2004 - February 2005
Skills
Series 7, Financial Analysis, Modern Portfolio Theory, Bloomberg, Certified Investment..., Asset Allocation, Investments, Equities, Asset Management, Hedge Funds, Venture Capital, Investment Management, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Entrepreneurship & Finance
University of Virginia 1999 — 2003
Bachelor of Arts (B.A.), Sociology
San Francisco University High School 1995 — 1999
Dan Pomerantz, CFA's Bessemer Trust Experience September 2012 - Present
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2012 - Present
CFA Society of Los Angeles 1998 - Present
Northern Trust 2004 - September 2012
Opus Investment Advisors, LLC November 2002 - July 2004
Toyota Financial Services July 2000 - November 2002
United States Department of Defense March 1992 - July 2000
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Behavioral Finance, Asset Allocation, Fixed Income, Equities, Hedge Funds, Trading, Alternative Investments, Investment Strategies, Finance, High Net Worth..., Investments, Wealth Management, Investment Advisory, Asset Management, Securities, Mutual Funds, Equity Research, Series 7
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Investments
University of California, Los Angeles 1990 — 1991
MS, Structural Engineering
University of California, Los Angeles 1985 — 1989
BS, Civil Engineering
Bessemer Trust September 2012 - Present
CFA Society of Los Angeles 1998 - Present
Northern Trust 2004 - September 2012
Opus Investment Advisors, LLC November 2002 - July 2004
Toyota Financial Services July 2000 - November 2002
United States Department of Defense March 1992 - July 2000
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Behavioral Finance, Asset Allocation, Fixed Income, Equities, Hedge Funds, Trading, Alternative Investments, Investment Strategies, Finance, High Net Worth..., Investments, Wealth Management, Investment Advisory, Asset Management, Securities, Mutual Funds, Equity Research, Series 7
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Investments
University of California, Los Angeles 1990 — 1991
MS, Structural Engineering
University of California, Los Angeles 1985 — 1989
BS, Civil Engineering
Philip Hayes's Bessemer Trust Experience May 2013 - Present
Job Senior Fiduciary Counsel, Western Region at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2013 - Present
First Republic Trust Company March 2012 - April 2013
Bessemer Trust June 2001 - March 2012
Goldman & Associates 1997 - 2001
Skills
Trusts, Estate Planning, Wealth Management, Wealth Management..., Estate Tax Planning
Education
University of California, Hastings College of the Law 1984 — 1987
JD, Law
University of California, Los Angeles 1979 — 1983
Bachelor of Arts (B.A.), Economics
Bessemer Trust May 2013 - Present
First Republic Trust Company March 2012 - April 2013
Bessemer Trust June 2001 - March 2012
Goldman & Associates 1997 - 2001
Skills
Trusts, Estate Planning, Wealth Management, Wealth Management..., Estate Tax Planning
Education
University of California, Hastings College of the Law 1984 — 1987
JD, Law
University of California, Los Angeles 1979 — 1983
Bachelor of Arts (B.A.), Economics
Mike Morrisroe's Bessemer Trust Experience April 2005 - Present
Job Associate Portfolio Manager at Bessemer Trust
Industry Capital Markets
Experience
Bessemer Trust April 2005 - Present
Bear Stearns May 2000 - March 2005
Martin Geller 1996 - 1999
Martin Geller 1996 - 1999
Education
State University of New York at Albany 1991 — 1995
Accounting
Bessemer Trust April 2005 - Present
Bear Stearns May 2000 - March 2005
Martin Geller 1996 - 1999
Martin Geller 1996 - 1999
Education
State University of New York at Albany 1991 — 1995
Accounting
Adam Gentile's Bessemer Trust Experience May 2001 - October 2007
Job Principal, Senior Vice President at Tiedemann Wealth Management
Industry Banking
Experience
Tiedemann Wealth Management October 2007 - Present
Bessemer Trust May 2001 - October 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Portfolio Management, Equities, Private Equity, Wealth Management, Asset Allocation, Investment Management, Series 7, Private Banking, Wealth Management..., Investment Advisory
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (BA), Economics
Tiedemann Wealth Management October 2007 - Present
Bessemer Trust May 2001 - October 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Portfolio Management, Equities, Private Equity, Wealth Management, Asset Allocation, Investment Management, Series 7, Private Banking, Wealth Management..., Investment Advisory
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (BA), Economics
Christine Stramandinoli's Bessemer Trust Experience November 2010 - Present
Job Quality Control Manager at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust November 2010 - Present
Grant Thornton LLP June 2005 - November 2010
Grant Thornton LLP 2005 - 2008
Reuben Warner Associates February 2003 - May 2005
Skills
Auditing, Audit, Financial Analysis, SOX, Accounting, Financial Reporting, Compliance, Internal Controls, Risk Management, Risk Assessment, Sarbanes-Oxley Act, Due Diligence, Enterprise Risk..., External Audit
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
MS, Accounting
Bessemer Trust November 2010 - Present
Grant Thornton LLP June 2005 - November 2010
Grant Thornton LLP 2005 - 2008
Reuben Warner Associates February 2003 - May 2005
Skills
Auditing, Audit, Financial Analysis, SOX, Accounting, Financial Reporting, Compliance, Internal Controls, Risk Management, Risk Assessment, Sarbanes-Oxley Act, Due Diligence, Enterprise Risk..., External Audit
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
MS, Accounting
Marlena Hwang's Bessemer Trust Experience October 2013 - Present
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust October 2013 - Present
Garrison Investment Group March 2011 - June 2013
Executive Assistant - Contract July 2010 - December 2010
Westbrook Partners July 2008 - December 2009
The Blackstone Group May 2006 - July 2008
Chela Education Financing September 2004 - October 2005
Daily Journal Corp October 2003 - September 2004
Newsweek May 2000 - July 2003
Georgetown Publishing, LLC September 1999 - May 2000
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Ovation, Concur, Outlook, Constant Contact, Event Planning, Event Management, Travel Planning, Heavy Calendaring, Calendar Planning, Meeting Planning, Internet, Lotus, Access, Customer Service, Office Management
Education
University of Kentucky 1995 — 1999
Bachelor of Arts (B.A.), Integrated Strategic Communications
Bessemer Trust October 2013 - Present
Garrison Investment Group March 2011 - June 2013
Executive Assistant - Contract July 2010 - December 2010
Westbrook Partners July 2008 - December 2009
The Blackstone Group May 2006 - July 2008
Chela Education Financing September 2004 - October 2005
Daily Journal Corp October 2003 - September 2004
Newsweek May 2000 - July 2003
Georgetown Publishing, LLC September 1999 - May 2000
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Ovation, Concur, Outlook, Constant Contact, Event Planning, Event Management, Travel Planning, Heavy Calendaring, Calendar Planning, Meeting Planning, Internet, Lotus, Access, Customer Service, Office Management
Education
University of Kentucky 1995 — 1999
Bachelor of Arts (B.A.), Integrated Strategic Communications
Steve Shefcheck's Bessemer Trust Experience 2003 - 2005
Job Cognos Developer
Industry Information Technology and Services
Experience
Westfield Group/Westfield Insurance July 2011 - Present
Everstream June 2006 - July 2011
Concurrent Computer Corporation 2006 - July 2011
John Daniel Associates 2005 - 2006
John Daniel 2005 - 2006
Bessemer 2003 - 2005
Bessemer Trust 2003 - 2005
Schwoo 2001 - 2001
CPS 1999 - 2001
Consolidated Products Systems 1999 - 2001
Skills
Oracle, Microsoft SQL Server, PL/SQL, Cognos, Data Modeling, SQL, XML, Data Warehousing, Unix, ETL, Database Design, .NET, VMware, JavaScript, Business Intelligence, Agile Methodologies, Linux, Hibernate, OLAP, Web Services, Cognos ReportNet, Requirements Analysis, Cloud Computing, Database Administration, Integration, Eclipse, Tomcat, SDLC, MySQL, C#, ASP.NET, Databases, Business Analysis, Testing, Java Enterprise Edition, PostgreSQL, Software Development, Java
Education
University of Pittsburgh 1997 — 2000
BS, Information Science
Westfield Group/Westfield Insurance July 2011 - Present
Everstream June 2006 - July 2011
Concurrent Computer Corporation 2006 - July 2011
John Daniel Associates 2005 - 2006
John Daniel 2005 - 2006
Bessemer 2003 - 2005
Bessemer Trust 2003 - 2005
Schwoo 2001 - 2001
CPS 1999 - 2001
Consolidated Products Systems 1999 - 2001
Skills
Oracle, Microsoft SQL Server, PL/SQL, Cognos, Data Modeling, SQL, XML, Data Warehousing, Unix, ETL, Database Design, .NET, VMware, JavaScript, Business Intelligence, Agile Methodologies, Linux, Hibernate, OLAP, Web Services, Cognos ReportNet, Requirements Analysis, Cloud Computing, Database Administration, Integration, Eclipse, Tomcat, SDLC, MySQL, C#, ASP.NET, Databases, Business Analysis, Testing, Java Enterprise Edition, PostgreSQL, Software Development, Java
Education
University of Pittsburgh 1997 — 2000
BS, Information Science
David Rossmiller's Bessemer Trust Experience May 2010 - Present
Job Managing Director Head of Fixed Income at Bessemer Trust
Industry Investment Management
Experience
Old Westbury Mutual Fund Group January 2012 - Present
Bessemer Trust May 2010 - Present
Deutsche Bank May 1993 - March 2010
Travelers Insurance 1988 - 1993
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Wealth Management, Capital Markets, Asset Allocation, Investments, Series 7, Investment Strategies, Securities, Bloomberg, Investment Advisory, Investment Management
Education
Yale University - Yale School of Management 1983 — 1985
Master of Public and Private Management
Hartt School of Music 1977 — 1980
Bachelor of Music
University of Michigan 1975 — 1977
Liberal Arts
Old Westbury Mutual Fund Group January 2012 - Present
Bessemer Trust May 2010 - Present
Deutsche Bank May 1993 - March 2010
Travelers Insurance 1988 - 1993
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Wealth Management, Capital Markets, Asset Allocation, Investments, Series 7, Investment Strategies, Securities, Bloomberg, Investment Advisory, Investment Management
Education
Yale University - Yale School of Management 1983 — 1985
Master of Public and Private Management
Hartt School of Music 1977 — 1980
Bachelor of Music
University of Michigan 1975 — 1977
Liberal Arts
Shannon Harrington's Bessemer Trust Experience August 2006 - July 2009
Job Executive Assistant to Paul T. Fader at Florio Perrucci Steinhardt & Fader, LLC
Industry Electrical/Electronic Manufacturing
Experience
Florio Perrucci Steinhardt & Fader, LLC July 2014 - Present
SFW Capital Partners September 2013 - July 2014
Teledyne LeCroy November 2010 - July 2013
Bessemer Trust August 2006 - July 2009
Wall Street Systems January 2004 - July 2006
Wall Street Systems December 2001 - July 2004
Audrey Golden Associates October 2000 - August 2001
Cartier January 1999 - October 2000
Joseph Abboud, GFT Corporation January 1998 - September 1999
Skills
Microsoft Excel, PowerPoint, Outlook, Marketing, Employee Relations, Strategic Planning, Travel Arrangements, Salesforce.com, Editing, Research, Microsoft Office, Microsoft Word, Access, Administrative..., Sales, Adobe Acrobat, Lotus Notes, Recruiting, Administrative..., Customer Service, Management, Process Scheduler, Account Management, Human Resources, Contract Negotiation
Education
State University of New York College at Oneonta 1996 — 1998
SUNY
Pursued Degree, Psychology
Florio Perrucci Steinhardt & Fader, LLC July 2014 - Present
SFW Capital Partners September 2013 - July 2014
Teledyne LeCroy November 2010 - July 2013
Bessemer Trust August 2006 - July 2009
Wall Street Systems January 2004 - July 2006
Wall Street Systems December 2001 - July 2004
Audrey Golden Associates October 2000 - August 2001
Cartier January 1999 - October 2000
Joseph Abboud, GFT Corporation January 1998 - September 1999
Skills
Microsoft Excel, PowerPoint, Outlook, Marketing, Employee Relations, Strategic Planning, Travel Arrangements, Salesforce.com, Editing, Research, Microsoft Office, Microsoft Word, Access, Administrative..., Sales, Adobe Acrobat, Lotus Notes, Recruiting, Administrative..., Customer Service, Management, Process Scheduler, Account Management, Human Resources, Contract Negotiation
Education
State University of New York College at Oneonta 1996 — 1998
SUNY
Pursued Degree, Psychology
Gregory Sivin, CFA's Bessemer Trust Experience December 2010 - Present
Job Senior Investment Professional
Industry Financial Services
Experience
Bessemer Trust December 2010 - Present
IndexIQ July 2007 - June 2009
Deutsche Asset Management March 2005 - February 2007
Deutsche Asset Management June 2004 - March 2005
Deutsche Asset Management March 2002 - June 2004
Zurich Scudder Investments (acq by Deutsche Bank) April 2000 - March 2002
Prudential Securities 1999 - 2000
Goldman Sachs 1998 - 1999
ISO 1994 - 1998
Education
Stony Brook University 1987 — 1992
Bessemer Trust December 2010 - Present
IndexIQ July 2007 - June 2009
Deutsche Asset Management March 2005 - February 2007
Deutsche Asset Management June 2004 - March 2005
Deutsche Asset Management March 2002 - June 2004
Zurich Scudder Investments (acq by Deutsche Bank) April 2000 - March 2002
Prudential Securities 1999 - 2000
Goldman Sachs 1998 - 1999
ISO 1994 - 1998
Education
Stony Brook University 1987 — 1992
James Sanders's Bessemer Trust Experience 2008 - 2009
Job Owner of Precision Print Communications, Ltd. & Christine Sanders & Associates, Inc.
Industry Marketing and Advertising
Experience
Sanders & Associates a Safeguard Business Systems Distributor January 2010 - Present
Bessemer Trust 2008 - 2009
ITT 2007 - 2008
Citi Equity Research 2004 - 2007
Standard & Poor's 2001 - 2004
Skills
Sales, Business, Business Development, New Business Development, Strategic Planning, Marketing, Business Strategy, Marketing Strategy, Business Planning, Negotiation, Account Management, Fundraising, Sales Management, Small Business, Budget, Marketing Communications, Financial Analysis, Team Building, Social Media Marketing, Social Networking, Budgets, Advertising, Customer Service, Cross-functional Team..., Investments, Management, Leadership, Strategy, Analysis, Retail, Management Consulting, B2B, Pricing, Competitive Analysis, Mergers & Acquisitions, Direct Sales, Selling, Direct Marketing, Start-ups, Sales Process, Product Marketing, Strategic Partnerships, Market Analysis, Sales Operations, Contract Negotiation, Trade Shows, Salesforce.com, Lead Generation, Email Marketing, CRM
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
University of Pittsburgh School of Law 1997 — 2000
2000, J.D.
University of Pittsburgh 1993 — 1997
BA, Economics and Business
York Suburban 1989 — 1993
Sanders & Associates a Safeguard Business Systems Distributor January 2010 - Present
Bessemer Trust 2008 - 2009
ITT 2007 - 2008
Citi Equity Research 2004 - 2007
Standard & Poor's 2001 - 2004
Skills
Sales, Business, Business Development, New Business Development, Strategic Planning, Marketing, Business Strategy, Marketing Strategy, Business Planning, Negotiation, Account Management, Fundraising, Sales Management, Small Business, Budget, Marketing Communications, Financial Analysis, Team Building, Social Media Marketing, Social Networking, Budgets, Advertising, Customer Service, Cross-functional Team..., Investments, Management, Leadership, Strategy, Analysis, Retail, Management Consulting, B2B, Pricing, Competitive Analysis, Mergers & Acquisitions, Direct Sales, Selling, Direct Marketing, Start-ups, Sales Process, Product Marketing, Strategic Partnerships, Market Analysis, Sales Operations, Contract Negotiation, Trade Shows, Salesforce.com, Lead Generation, Email Marketing, CRM
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
University of Pittsburgh School of Law 1997 — 2000
2000, J.D.
University of Pittsburgh 1993 — 1997
BA, Economics and Business
York Suburban 1989 — 1993
Barry Dominick, CPL's Bessemer Trust Experience 1998 - 2002
Job Vice President and Petroleum Landman at U.S. Trust
Industry Financial Services
Experience
U.S. Trust January 2009 - Present
J.P. Morgan 2005 - 2009
Comerica 2002 - 2004
Bessemer Trust 1998 - 2002
Barnett Bank 1994 - 1998
Bank of America 1984 - 1994
Skills
Risk Management, Investments, CRM, Project Management, Leases, Finance, Portfolio Management, Asset Management, Management, Accounting, Negotiation, Wealth Management..., High Net Worth..., Commercial Real Estate, Contract Negotiation, Due Diligence
Education
The University of Texas at Arlington 1990 — 1994
BBA, Finance
U.S. Trust January 2009 - Present
J.P. Morgan 2005 - 2009
Comerica 2002 - 2004
Bessemer Trust 1998 - 2002
Barnett Bank 1994 - 1998
Bank of America 1984 - 1994
Skills
Risk Management, Investments, CRM, Project Management, Leases, Finance, Portfolio Management, Asset Management, Management, Accounting, Negotiation, Wealth Management..., High Net Worth..., Commercial Real Estate, Contract Negotiation, Due Diligence
Education
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Alie Hamilton's Bessemer Trust Experience January 2000 - Present
Job SVP at Bessemer Trust
Industry Banking
Experience
Bessemer Trust January 2000 - Present
Thorson Brown and Plunkett 1990 - 2000
Education
University of Connecticut 1996 — 1998
MBA, Business
The University of Edinburgh 1985 — 1989
MA, Psychology
University of New Mexico
Bessemer Trust January 2000 - Present
Thorson Brown and Plunkett 1990 - 2000
Education
University of Connecticut 1996 — 1998
MBA, Business
The University of Edinburgh 1985 — 1989
MA, Psychology
University of New Mexico
Juan Cristian Segui's Bessemer Trust Experience Senior Vice PresidentFidelity InvestmentsApril 2005 - December 2007
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Senior Vice PresidentFidelity InvestmentsApril 2005 - December 2007
Pioneer Investments October 1999 - March 2005
Fidelity Investments July 1998 - October 1999
Education
University of California, Los Angeles
BA, MA
Bessemer Trust Senior Vice PresidentFidelity InvestmentsApril 2005 - December 2007
Pioneer Investments October 1999 - March 2005
Fidelity Investments July 1998 - October 1999
Education
University of California, Los Angeles
BA, MA
David Schwart's Bessemer Trust Experience April 2013 - Present
Job Associate Director of Banking Compliance at Bessemer Trust
Industry Banking
Experience
Bessemer Trust April 2013 - Present
BNP Paribas Miami April 2009 - March 2013
BNP PARIBAS October 2006 - March 2009
BNP Paribas - Inspection Générale 2002 - 2009
Cooper Neff 1999 - 2002
Skills
Operational Risk..., Corporate Finance, Credit Risk, Auditing, Financial Risk, Derivatives, Capital Markets, Private Banking, Fixed Income, Operational Risk, Internal Audit, Investment Banking, Banking, AML, Basel II, Enterprise Risk..., Market Risk, Treasury, Anti Money Laundering
Education
Université Montesquieu-Bordeaux IV 1995 — 1996
Master (DESS), Accouting and Finance
University of Birmingham (UK) 1993 — 1994
Master in Social Science, Accounting and Finance
University of Bordeaux 1991 — 1993
Master (MSTCF), Accounting and Finance
Bessemer Trust April 2013 - Present
BNP Paribas Miami April 2009 - March 2013
BNP PARIBAS October 2006 - March 2009
BNP Paribas - Inspection Générale 2002 - 2009
Cooper Neff 1999 - 2002
Skills
Operational Risk..., Corporate Finance, Credit Risk, Auditing, Financial Risk, Derivatives, Capital Markets, Private Banking, Fixed Income, Operational Risk, Internal Audit, Investment Banking, Banking, AML, Basel II, Enterprise Risk..., Market Risk, Treasury, Anti Money Laundering
Education
Université Montesquieu-Bordeaux IV 1995 — 1996
Master (DESS), Accouting and Finance
University of Birmingham (UK) 1993 — 1994
Master in Social Science, Accounting and Finance
University of Bordeaux 1991 — 1993
Master (MSTCF), Accounting and Finance
Debbi (Slotoroff) Rekant's Bessemer Trust Experience April 2014 - Present
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Merrill Lynch May 1998 - Present
Merrill Lynch Global Private Client 1998 - Present
Johnson & Johnson 1990 - 1996
Johnson & Johnson Advanced Behavioral Technologies 1990 - 1996
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Analysis, Equities, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investment Banking, Investments, Management, Mutual Funds, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategy, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Union College 1974 — 1978
BS, Mathematics / Computer Science
Bessemer Trust April 2014 - Present
Merrill Lynch May 1998 - Present
Merrill Lynch Global Private Client 1998 - Present
Johnson & Johnson 1990 - 1996
Johnson & Johnson Advanced Behavioral Technologies 1990 - 1996
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Analysis, Equities, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investment Banking, Investments, Management, Mutual Funds, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategy, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Union College 1974 — 1978
BS, Mathematics / Computer Science
Bruce Whiteford's Bessemer Trust Experience Portfolio ManagerBessemer Trust1996 - Present
Job Managing Director at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Portfolio ManagerBessemer Trust1996 - Present
Bessemer Trust 1996 - Present
Education
University of South Carolina - Darla Moore School of Business 1974 — 1978
Bessemer Trust Portfolio ManagerBessemer Trust1996 - Present
Bessemer Trust 1996 - Present
Education
University of South Carolina - Darla Moore School of Business 1974 — 1978
Chamie Deters's Bessemer Trust Experience April 2014 - Present
Job Senior Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Bank of America Corporation September 1996 - February 2014
Skills
Marketing Strategy, Content Strategy, Content Marketing, Digital Marketing, Measurement, Sales Support, Client Experience, Program Management, Cross-functional Team..., Virtual Teams, Team Leadership, Team Management, Investment Management..., Thought Leadership..., Private Wealth..., Social Media Marketing, Leadership, Marketing Communications, Multi-channel Marketing, Customer Experience, Marketing Management, Sales Operations, Marketing, Integrated Marketing
Education
University of North Carolina 1994 — 1996
M.A, English Literature
University of North Carolina at Chapel Hill 1994 — 1996
Masters, English Literature
Washington and Lee University 1987 — 1991
Bachelor of Arts, English Literature
Washington and Lee University 1987 — 1991
B.A, English Literature
Louisville Collegiate School 1983 — 1987
Bessemer Trust April 2014 - Present
Bank of America Corporation September 1996 - February 2014
Skills
Marketing Strategy, Content Strategy, Content Marketing, Digital Marketing, Measurement, Sales Support, Client Experience, Program Management, Cross-functional Team..., Virtual Teams, Team Leadership, Team Management, Investment Management..., Thought Leadership..., Private Wealth..., Social Media Marketing, Leadership, Marketing Communications, Multi-channel Marketing, Customer Experience, Marketing Management, Sales Operations, Marketing, Integrated Marketing
Education
University of North Carolina 1994 — 1996
M.A, English Literature
University of North Carolina at Chapel Hill 1994 — 1996
Masters, English Literature
Washington and Lee University 1987 — 1991
Bachelor of Arts, English Literature
Washington and Lee University 1987 — 1991
B.A, English Literature
Louisville Collegiate School 1983 — 1987
Debralee Nelson's Bessemer Trust Experience January 2005 - December 2008
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
J. P. Morgan April 2009 - April 2013
Bessemer Trust January 2005 - December 2008
US Trust September 1998 - December 2005
Harris Bank June 1991 - August 1998
Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking
Education
The George Washington University - School of Business 1981 — 1985
MBA, Finance
University of Nebraska at Omaha 1971 — 1975
BA, General Science/Pre-Med/Biology
BNY Mellon April 2013 - Present
J. P. Morgan April 2009 - April 2013
Bessemer Trust January 2005 - December 2008
US Trust September 1998 - December 2005
Harris Bank June 1991 - August 1998
Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking
Education
The George Washington University - School of Business 1981 — 1985
MBA, Finance
University of Nebraska at Omaha 1971 — 1975
BA, General Science/Pre-Med/Biology
Karen Kish's Bessemer Trust Experience 2005 - Present
Job New Business Analyst at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2005 - Present
Education
University of Pennsylvania
BS, Finance
Bessemer Trust 2005 - Present
Education
University of Pennsylvania
BS, Finance
Brad Burstin's Bessemer Trust Experience May 2011 - Present
Job Principal, Senior Client Advisor
Industry Investment Management
Experience
Bessemer Trust May 2011 - Present
Morgan Stanley Smith Barney April 2010 - May 2011
Comerica Securities December 2004 - March 2010
Skills
Wealth Management, Investment Management, Investments, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Asset Management, New Business Development, Hedge Funds, Private Equity, Series 7, Asset Managment, Business Planning, Start-ups, Process Improvement
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance, Entrepreneurial Studies
University of California, San Diego 1989 — 1993
BA, Political Science
UCLA Anderson School of Management
Bessemer Trust May 2011 - Present
Morgan Stanley Smith Barney April 2010 - May 2011
Comerica Securities December 2004 - March 2010
Skills
Wealth Management, Investment Management, Investments, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Asset Management, New Business Development, Hedge Funds, Private Equity, Series 7, Asset Managment, Business Planning, Start-ups, Process Improvement
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance, Entrepreneurial Studies
University of California, San Diego 1989 — 1993
BA, Political Science
UCLA Anderson School of Management
Jeanne Cavanaugh's Bessemer Trust Experience April 1991 - January 1995
Job Executive Administrative Assistant
Industry Chemicals
Experience
BASF September 1997 - January 2006
Price Waterhouse Coopers 2005 - 2005
Bessemer Trust April 1991 - January 1995
Skills
Administrative..., Research, Microsoft Office, Microsoft Excel, Outlook, Photography, Photoshop, Data Analysis, SAP, Project Management, Strategic Planning, Coaching, Team Building, Leadership
Education
Union County College 1981 — 1982
BASF September 1997 - January 2006
Price Waterhouse Coopers 2005 - 2005
Bessemer Trust April 1991 - January 1995
Skills
Administrative..., Research, Microsoft Office, Microsoft Excel, Outlook, Photography, Photoshop, Data Analysis, SAP, Project Management, Strategic Planning, Coaching, Team Building, Leadership
Education
Union County College 1981 — 1982
Brooks Carey's Bessemer Trust Experience 1994 - 2000
Job Chilton Trust Company
Industry Investment Management
Experience
Chilton Trust Company October 2011 - Present
GenSpring Family Offices 2008 - 2010
US Trust 2000 - 2007
Bessemer Trust 1994 - 2000
Education
Columbia University 1969 — 1971
MBA, International Business/Finance
University of North Carolina at Chapel Hill 1964 — 1968
BA, International Studies
Chilton Trust Company October 2011 - Present
GenSpring Family Offices 2008 - 2010
US Trust 2000 - 2007
Bessemer Trust 1994 - 2000
Education
Columbia University 1969 — 1971
MBA, International Business/Finance
University of North Carolina at Chapel Hill 1964 — 1968
BA, International Studies
Sanjay Keshava's Bessemer Trust Experience November 2013 - Present
Job Vice President at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Kristine Wexler's Bessemer Trust Experience February 2000 - Present
Job Senior VP at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust February 2000 - Present
Skills
Leadership, Fundraising, Asset Management, Alternative Investments, Hedge Funds, Financial Modeling, Wealth Management, Investments, Asset Allocation, Portfolio Management, Series 7, Equities, Private Equity, Fixed Income, Financial Analysis
Education
The University of Chicago 2008 — 2012
MBA, MBA
Syracuse University 1994 — 1998
BS, Biology and Philosophy
Bessemer Trust February 2000 - Present
Skills
Leadership, Fundraising, Asset Management, Alternative Investments, Hedge Funds, Financial Modeling, Wealth Management, Investments, Asset Allocation, Portfolio Management, Series 7, Equities, Private Equity, Fixed Income, Financial Analysis
Education
The University of Chicago 2008 — 2012
MBA, MBA
Syracuse University 1994 — 1998
BS, Biology and Philosophy
Greg Weachock's Bessemer Trust Experience October 1995 - June 2002
Job Vice President. Sr. Philanthropic Officer, U.S. Trust, Bank of America Private Wealth Managet
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
Junyao Xu's Bessemer Trust Experience February 2009 - August 2009
Job Consultant at Citi
Industry Financial Services
Experience
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
Eric Stanley's Bessemer Trust Experience 2003 - Present
Job Operations Manager at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2003 - Present
Fleet Financial Corp.- Boston 1997 - 2001
The Hartford 1991 - 1997
Education
University of Hartford
BS
Bessemer Trust 2003 - Present
Fleet Financial Corp.- Boston 1997 - 2001
The Hartford 1991 - 1997
Education
University of Hartford
BS
Kristin Chappa's Bessemer Trust Experience June 2013 - Present
Job Executive/Research Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2013 - Present
Chilton Investment Company March 2012 - June 2013
Morgan Stanley Smith Barney November 2003 - January 2012
Skills
Series 7, Asset Management, Investments, Fixed Income, Securities, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Mutual Funds, Financial Services
Education
School name: 1999 — 2003
Bachelor Business Administration, Finance, Art History
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Bessemer Trust June 2013 - Present
Chilton Investment Company March 2012 - June 2013
Morgan Stanley Smith Barney November 2003 - January 2012
Skills
Series 7, Asset Management, Investments, Fixed Income, Securities, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Mutual Funds, Financial Services
Education
School name: 1999 — 2003
Bachelor Business Administration, Finance, Art History
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Lee Finley's Bessemer Trust Experience September 2010 - May 2011
Job Merchandise Control Analyst
Industry Retail
Experience
Ross Stores, Inc. September 2012 - Present
Ross Stores June 2011 - September 2012
Bessemer Trust September 2010 - May 2011
Perella Weinberg Partners April 2010 - July 2010
Ivy Asset Management (subsidiary of Bank of New York Mellon), New York, NY July 2008 - August 2008
Mullins Wealth Advisors, LLC January 2008 - February 2008
Skills
Finance, Analysis, Strategy, Accounting, Microsoft Excel, Portfolio Management, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Economics
John Cabot University - study abroad program 2007 — 2007
Bachelor of Science, Economics
Ross Stores, Inc. September 2012 - Present
Ross Stores June 2011 - September 2012
Bessemer Trust September 2010 - May 2011
Perella Weinberg Partners April 2010 - July 2010
Ivy Asset Management (subsidiary of Bank of New York Mellon), New York, NY July 2008 - August 2008
Mullins Wealth Advisors, LLC January 2008 - February 2008
Skills
Finance, Analysis, Strategy, Accounting, Microsoft Excel, Portfolio Management, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Economics
John Cabot University - study abroad program 2007 — 2007
Bachelor of Science, Economics
Ryan Bliss's Bessemer Trust Experience January 2015 - Present
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust January 2012 - December 2012
Bessemer Trust June 2010 - December 2011
Deutsche Bank Trust Company Americas November 2007 - November 2009
Deutsche Bank Trust Company Americas August 2005 - November 2007
UBS June 2004 - August 2004
Skills
Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Series 7, Investment Management, Wealth Management, Hedge Funds, Series 63, Bloomberg, Asset Managment, Investment Strategies, Financial Services, High Net Worth..., Retirement Planning, Private Banking, Financial Advisory, Estate Planning, Trusts, Asset Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Derivatives, Wealth Management..., Financial Analysis, Finance, Bloomberg Terminal, Strategic Financial..., CTFA
Education
Hofstra University - Frank G. Zarb School of Business 2006 — 2009
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Business Administration; Finance
Syosset High School 1997 — 2001
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust January 2012 - December 2012
Bessemer Trust June 2010 - December 2011
Deutsche Bank Trust Company Americas November 2007 - November 2009
Deutsche Bank Trust Company Americas August 2005 - November 2007
UBS June 2004 - August 2004
Skills
Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Series 7, Investment Management, Wealth Management, Hedge Funds, Series 63, Bloomberg, Asset Managment, Investment Strategies, Financial Services, High Net Worth..., Retirement Planning, Private Banking, Financial Advisory, Estate Planning, Trusts, Asset Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Derivatives, Wealth Management..., Financial Analysis, Finance, Bloomberg Terminal, Strategic Financial..., CTFA
Education
Hofstra University - Frank G. Zarb School of Business 2006 — 2009
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Business Administration; Finance
Syosset High School 1997 — 2001
Daniel Murray's Bessemer Trust Experience May 2010 - July 2011
Job Business Operations at Telnyx
Industry Telecommunications
Experience
Telnyx August 2014 - Present
Proskauer Rose LLP July 2013 - August 2014
University of Notre Dame 2009 - 2013
Dominick and Dominick July 2012 - August 2012
Bessemer Trust May 2010 - July 2011
Skills
Due Diligence, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Alternative Investments, Wealth Management, Microsoft Word, Investment Management, Leadership, Financial Analysis, Financial Modeling, Public Speaking, Investments
Education
University of Notre Dame 2009 — 2013
BBA, Finance
University of Notre Dame - Mendoza College of Business 2009 — 2013
B.B.A., Finance
Christian Brothers Academy 2005 — 2009
Telnyx August 2014 - Present
Proskauer Rose LLP July 2013 - August 2014
University of Notre Dame 2009 - 2013
Dominick and Dominick July 2012 - August 2012
Bessemer Trust May 2010 - July 2011
Skills
Due Diligence, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Alternative Investments, Wealth Management, Microsoft Word, Investment Management, Leadership, Financial Analysis, Financial Modeling, Public Speaking, Investments
Education
University of Notre Dame 2009 — 2013
BBA, Finance
University of Notre Dame - Mendoza College of Business 2009 — 2013
B.B.A., Finance
Christian Brothers Academy 2005 — 2009
Dan Heyligers's Bessemer Trust Experience June 2009 - August 2009
Job Portfolio Analyst at BankUnited
Industry Financial Services
Experience
BankUnited July 2013 - Present
HFP Capital Markets LLC June 2012 - January 2013
Ernst & Young August 2010 - May 2012
Bessemer Trust June 2009 - August 2009
LL Business Management 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, Financial Reporting, Financial Accounting, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Business Valuation, Due Diligence, Tax
Education
Syracuse University 2006 — 2010
Bachelor of Science (BS), Finance/Accounting
BankUnited July 2013 - Present
HFP Capital Markets LLC June 2012 - January 2013
Ernst & Young August 2010 - May 2012
Bessemer Trust June 2009 - August 2009
LL Business Management 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, Financial Reporting, Financial Accounting, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Business Valuation, Due Diligence, Tax
Education
Syracuse University 2006 — 2010
Bachelor of Science (BS), Finance/Accounting
Karen Montgomery's Bessemer Trust Experience January 2000 - May 2005
Job Client Account Manager
Industry Investment Management
Experience
Williams, Jones & Associates September 2005 - Present
Bessemer Trust January 2000 - May 2005
Brundage, Story & Rose 1999 - January 2000
Montgomery Capital Management 1995 - 1999
Train, Smith Counsel 1983 - 1995
Skills
Investment Management, Equities, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Analysis, Real Estate, Series 7, Alternative Investments, Fixed Income, Asset Management, Estate Planning, Hedge Funds, Financial Planning, Wealth Management, Due Diligence
Education
University of Delaware 1978 — 1982
BS, Finance, Accounting
Williams, Jones & Associates September 2005 - Present
Bessemer Trust January 2000 - May 2005
Brundage, Story & Rose 1999 - January 2000
Montgomery Capital Management 1995 - 1999
Train, Smith Counsel 1983 - 1995
Skills
Investment Management, Equities, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Analysis, Real Estate, Series 7, Alternative Investments, Fixed Income, Asset Management, Estate Planning, Hedge Funds, Financial Planning, Wealth Management, Due Diligence
Education
University of Delaware 1978 — 1982
BS, Finance, Accounting
Jed Dennard, CFA's Bessemer Trust Experience 2004 - 2006
Job Private Wealth Advisor at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley PWM 2006 - Present
Bessemer Trust 2004 - 2006
Corporate Executive Board 2003 - 2004
Commerzbank AG 1998 - 2000
Skills
Equities, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Managment, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Portfolio Management, Asset Management, Investment Strategies, Securities, Series 63, Financial Analysis, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA), Investment Management
University of Georgia - Terry College of Business 1991 — 1995
BBA, Business
Morgan Stanley PWM 2006 - Present
Bessemer Trust 2004 - 2006
Corporate Executive Board 2003 - 2004
Commerzbank AG 1998 - 2000
Skills
Equities, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Managment, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Portfolio Management, Asset Management, Investment Strategies, Securities, Series 63, Financial Analysis, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA), Investment Management
University of Georgia - Terry College of Business 1991 — 1995
BBA, Business
Nanci Kountz's Bessemer Trust Experience January 2002 - Present
Job
Industry
Experience
Bessemer Trust January 2002 - Present
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Wellesley College
Bachelor of Arts (BA), French Language and Literature
Bessemer Trust January 2002 - Present
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Wellesley College
Bachelor of Arts (BA), French Language and Literature
Avinash Ramidi's Bessemer Trust Experience June 2007 - April 2008
Job Capital MarketsPlatform Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
JP Morgan Chase September 2009 - June 2012
Bayer HealthCare April 2008 - September 2009
Bessemer Trust June 2007 - April 2008
Bear Stearns July 2006 - April 2007
ABN AMRO Bank N.V. February 2006 - June 2006
Liberty Mutual Insurance December 2004 - January 2006
Cendant Mobility June 2004 - November 2004
CommVault May 2002 - August 2002
Education
University of Bridgeport 1999 — 2003
BS, Computer Science
Wells Fargo July 2012 - Present
JP Morgan Chase September 2009 - June 2012
Bayer HealthCare April 2008 - September 2009
Bessemer Trust June 2007 - April 2008
Bear Stearns July 2006 - April 2007
ABN AMRO Bank N.V. February 2006 - June 2006
Liberty Mutual Insurance December 2004 - January 2006
Cendant Mobility June 2004 - November 2004
CommVault May 2002 - August 2002
Education
University of Bridgeport 1999 — 2003
BS, Computer Science
Noah Damsky, CFA's Bessemer Trust Experience September 2014 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2014 - Present
PIMCO January 2014 - September 2014
PIMCO December 2012 - December 2013
RNC Genter Capital Management March 2011 - December 2012
UC Irvine Student-Managed Investment Fund September 2008 - June 2009
Education
University of California, Irvine 2006 — 2010
Bachelors, Spanish & Sociology
Bessemer Trust September 2014 - Present
PIMCO January 2014 - September 2014
PIMCO December 2012 - December 2013
RNC Genter Capital Management March 2011 - December 2012
UC Irvine Student-Managed Investment Fund September 2008 - June 2009
Education
University of California, Irvine 2006 — 2010
Bachelors, Spanish & Sociology
Stuart Janney's Bessemer Trust Experience ChairmanBessemer Securities Corporation1992 - Present
Job Chairman at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust ChairmanBessemer Securities Corporation1992 - Present
Alex. Brown& Sons, Inc. 1986 - 1992
Skills
Alternative Investments, Investments, Hedge Funds, Private Equity
Education
University of Maryland School of Law 1970 — 1973
JD, Law
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Bessemer Trust ChairmanBessemer Securities Corporation1992 - Present
Alex. Brown& Sons, Inc. 1986 - 1992
Skills
Alternative Investments, Investments, Hedge Funds, Private Equity
Education
University of Maryland School of Law 1970 — 1973
JD, Law
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Jethin Dayal's Bessemer Trust Experience August 2002 - November 2002
Job Siebel CRM Consultant at DD & JD, inc
Industry Computer Software
Experience
GE Healthcare August 2008 - Present
Citrix February 2008 - July 2008
Switch & Data February 2008 - July 2008
US Oncology May 2007 - August 2007
Dell Computers September 2006 - May 2007
Home Depot March 2004 - September 2006
AT&T May 2003 - December 2003
Royal Caribbean Cruise Lines February 2003 - April 2003
Bessemer Trust August 2002 - November 2002
Blue Cross & Blue Shield June 2002 - August 2002
Education
University of South Florida 1997 — 1998
B.S.B.A, Management Information Systems
University of Florida 1991 — 1995
B.S.B.A, Finance, Minor Economics
GE Healthcare August 2008 - Present
Citrix February 2008 - July 2008
Switch & Data February 2008 - July 2008
US Oncology May 2007 - August 2007
Dell Computers September 2006 - May 2007
Home Depot March 2004 - September 2006
AT&T May 2003 - December 2003
Royal Caribbean Cruise Lines February 2003 - April 2003
Bessemer Trust August 2002 - November 2002
Blue Cross & Blue Shield June 2002 - August 2002
Education
University of South Florida 1997 — 1998
B.S.B.A, Management Information Systems
University of Florida 1991 — 1995
B.S.B.A, Finance, Minor Economics
Joseph Heller's Bessemer Trust Experience 2013 - May 2015
Job Marketing Associate at OppenheimerFunds
Industry Investment Banking
Experience
OppenheimerFunds May 2015 - Present
Bessemer Trust 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
JLM Pacific Epoch October 2011 - January 2012
Pennant Park Investment Corporation June 2011 - August 2011
Clearview Trading June 2010 - August 2010
Skills
Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Finance, 3.7
Ramaz
OppenheimerFunds May 2015 - Present
Bessemer Trust 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
JLM Pacific Epoch October 2011 - January 2012
Pennant Park Investment Corporation June 2011 - August 2011
Clearview Trading June 2010 - August 2010
Skills
Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Finance, 3.7
Ramaz
mamadou jallow's Bessemer Trust Experience March 2000 - February 2009
Job president of jama&associates inc
Industry Nonprofit Organization Management
Experience
Self-employed February 2009 - Present
Bessemer Trust March 2000 - February 2009
Education
Gainesville State College 2000 — 2004
Bachelor's degree, Business/Commerce, General
Self-employed February 2009 - Present
Bessemer Trust March 2000 - February 2009
Education
Gainesville State College 2000 — 2004
Bachelor's degree, Business/Commerce, General
Christian Thornburg's Bessemer Trust Experience February 2005 - Present
Job Managing Director, Regional Director at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2005 - Present
Northern Trust February 2001 - February 2005
Education
University of Notre Dame Law School
Doctor of Law (JD)
University of Vermont
Bachelor of Science (BS), Business Administration
Westminster Christian
Bessemer Trust February 2005 - Present
Northern Trust February 2001 - February 2005
Education
University of Notre Dame Law School
Doctor of Law (JD)
University of Vermont
Bachelor of Science (BS), Business Administration
Westminster Christian
Frances Keung's Bessemer Trust Experience August 2005 - Present
Job Office Manager / Executive Assistant at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust August 2005 - Present
Hachette Filipacchi Hong Kong Ltd. September 2001 - December 2004
The Boston Globe January 2000 - August 2001
Education
University of Portsmouth
Bachelor of Arts (BA), Economics & Geography
Bessemer Trust August 2005 - Present
Hachette Filipacchi Hong Kong Ltd. September 2001 - December 2004
The Boston Globe January 2000 - August 2001
Education
University of Portsmouth
Bachelor of Arts (BA), Economics & Geography
Jennifer Goh Kim's Bessemer Trust Experience September 2008 - Present
Job Tax Consultant at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2008 - Present
WeiserMazars LLP May 1996 - November 2007
Education
State University of New York at Albany
Bessemer Trust September 2008 - Present
WeiserMazars LLP May 1996 - November 2007
Education
State University of New York at Albany
Michael Emmet's Bessemer Trust Experience September 2014 - Present
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2014 - Present
Legg Mason Investment Counsel March 2014 - September 2014
Legg Mason Investment Counsel July 2012 - March 2014
Morgan Stanley September 2010 - June 2012
Skills
Equities, Portfolio Management, Investment Management, Alternative Investments, Portfolio Performance..., Business Process..., Client Presentation, Trading Strategies, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Investments
Education
Towson University 2006 — 2010
Bachelor's degree, Economics
CFA Level III Candidate
Bessemer Trust September 2014 - Present
Legg Mason Investment Counsel March 2014 - September 2014
Legg Mason Investment Counsel July 2012 - March 2014
Morgan Stanley September 2010 - June 2012
Skills
Equities, Portfolio Management, Investment Management, Alternative Investments, Portfolio Performance..., Business Process..., Client Presentation, Trading Strategies, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Investments
Education
Towson University 2006 — 2010
Bachelor's degree, Economics
CFA Level III Candidate