Brandywine Trust Company
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Brandywine Trust Company Employees
Brandywine Trust Company October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Wells Fargo Delaware Trust Company, N.A. August 2008 - June 2013
Cargill October 2007 - May 2008
Garrison Law Office June 2007 - August 2007
THE CENTER FOUNDATION June 2007 - August 2007
Skills
Microsoft Office, Outlook, Business Objects, Excellent..., Ideal relationship..., Ability to prioritize..., Aptitude to work..., Acute attention to..., Relationship Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
BS, Journalism
Brandywine Trust Company March 2011 - Present
Delaware Brain Aneurysm 5K & Wilson Walk January 2011 - Present
Edge Construction Corporation March 2010 - March 2011
Skills
Customer Service, Microsoft Word, QuickBooks, Accounting, Microsoft Excel, Event Planning, Marketing, Team Building, Strategic Planning, Public Speaking, Fundraising, Social Networking, Leadership, Nonprofits, Process Improvement, Management, PowerPoint, Social Media, Sales, Microsoft Office, Facebook, Business Planning, Event Management, Public Relations
Education
Wilmington College 2009 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Delaware Technical and Community College-Stanton-Wilmington 2004 — 2008
Associate of Science (AS), Business Administration and Management, General
Brandywine Trust Company September 2011 - Present
Advanced Pain Management, The Spine Specialists June 2009 - August 2010
Social Security Administration June 2008 - August 2008
Grateful Pets, Inc May 2007 - August 2007
Skills
Social Media, Research, Microsoft Excel
Education
University of Delaware 2005 — 2009
B.S., Mathematics and Economics
TrueBridge Capital Partners July 2007 - Present
The Rockefeller Foundation May 2004 - September 2007
Brandywine Trust Company March 2001 - April 2004
FallingWater Advisors January 1999 - March 2001
NationsBanc Montgomery May 1995 - January 1999
Skills
Venture Capital, Alternative Investments, Fund Of Funds, Investments, Private Equity, Hedge Funds, Due Diligence, Valuation, LBO, Corporate Development, Investment Management, Asset Management, Financial Modeling, Private Placements, Portfolio Management, Emerging Markets
Education
Emory University - Goizueta Business School 1991 — 1995
MBA, Finance
Emory University School of Law 1991 — 1995
JD, Law
University of North Carolina at Chapel Hill 1985 — 1989
BA, Political Science and Communications
Brandywine Trust Company September 1997 - Present
Towers Perrin 1995 - 1997
Toys R Us 1993 - 1995
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Analysis, Corporate Finance, Analysis, Equities, Portfolio Management, Investments, Capital Markets, Analytics, Risk Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS, Industrial Engineering
Brandywine Trust Company June 2014 - Present
The LeFrak Trust Company February 2001 - May 2014
Wilmington Trust 1989 - 2001
Skills
Wealth Management, Asset Management, High Net Worth..., Investments, Portfolio Management, Investment Advisory, Equities
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brandywine Trust Company January 2014 - Present
Brandywine Trust Company January 2007 - December 2013
Wilmington Trust 1996 - 2006
Skills
Trust Services, Wealth Management, Wealth Management..., High Net Worth..., Estate Planning, Asset Management, Alternative Investments, Trust Management, Investment Management, Business Ethics, Asset Allocation, Mutual Funds, Investment Advisory, Private Banking, Wealth
Education
University of Delaware
BSBA
Brandywine Trust Company March 2014 - Present
Eaton Vance Investment November 2007 - December 2013
United States Trust Company, Bank of America June 2007 - October 2007
Investors Bank & Trust Company Limited September 2006 - June 2007
Heritage Fiduciaries Limited January 2003 - August 2005
Redbridge Offshore Limited January 2002 - January 2003
Bachmann Trust Company Limited February 2001 - January 2002
Heritage Trust Limited January 1999 - January 2001
Skills
Client Communication, Controls, Creative Problem Solving, Portfolio Management, Administration, Trusts, System Administration, Internal Controls
Education
American Banker's Association 2007 — 2010
Personal Trust Diploma, Personal Trust Diploma, Pass
Shippensburg University 1991 — 1993
B.A; ABA's Personal Trust Diploma, Sociology
Shippensburg University of Pennsylvania 1991 — 1993
BA, Sociology
Brandywine Trust Company January 2007 - Present
Replay USA September 2005 - December 2006
Plus One November 2000 - August 2005
Replay IT January 1996 - October 2000
Cardio Fitness Corp November 1984 - September 1995
Deloitte January 1981 - October 1984
Skills
Financial Analysis, Budget, Financial Reporting, Accounting, Mergers, Risk Management, Microsoft Excel, Strategic Financial..., Business Planning, Internal Controls, Auditing, Cash Management, Managerial Finance, Financial Modeling, Financial Accounting, Tax, Finance, International Tax, IFRS, Corporate Tax, Tax Accounting, Cost Accounting, Financial Statements, GAAP, General Ledger, US GAAP, Cash Flow, Internal Audit, Corporate Finance, Business Strategy, Microsoft Office, Project Management, Account Reconciliation, QuickBooks, Financial Audits, Income Tax
Education
Pace University-New York 1980 — 1983
BBA, Accounting
Brooklyn College 1973 — 1977
BS, Science
Brandywine Trust Company January 2014 - Present
Delaware SPCA June 2009 - December 2013
March of Dimes September 2005 - June 2009
MBNA America Bank July 1988 - April 2005
Skills
Non-profits, Fundraising, Nonprofits, Human Resources, Leadership Development, Event Planning, Public Speaking, Grant Writing, Leadership, Organizational..., Training, Coaching, Staff Development, Conflict Resolution, Recruiting, Policy, Program Development, Strategic Planning
Education
University of Delaware 1983 — 1987
B.S., Nursing