Bryn Mawr Trust

Industry: Financial services company

Description

Headquarters: Bryn Mawr, PA CEO: Frank J. Leto (Jan 1, 2015–) CFO: Michael W. Harrington Founded: 1889 SVPs: Patrick M. Killeen (Chief Risk Officer), Jennifer M. Stryker (Human Resources Director) Parent organization: Bryn Mawr Bank Corporation

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Bryn Mawr Trust Employees

Employee
Years
Job
Industry
Tiffany Brouillet Tiffany Brouillet Greater Philadelphia Area Details
Tiffany Brouillet's Bryn Mawr Trust Experience August 2015 - Present
Job Human Resources Assistant at Bryn Mawr Trust
Industry Human Resources
Experience
Bryn Mawr Trust   August 2015 - Present
Xelerate LLC  October 2014 - July 2015
Premier Innovations, Inc.   June 2013 - September 2014

Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media, English, Leadership, SPSS, Time Management, Human Resources, Recruiting

Education
The University of North Dakota   2010 — 2013
Bachelor’s Degree, Psychology

Northland Community and Technical College   2008 — 2010
Associate’s Degree, Education/Teaching of Individuals in Early Childhood Special Education Programs

Shannon Veneri Shannon Veneri Perkiomenville, Pennsylvania Details
Shannon Veneri's Bryn Mawr Trust Experience July 2015 - Present
Job SBA Portfolio Manager at Bryn Mawr Trust
Industry Financial Services
Experience
Bryn Mawr Trust   July 2015 - Present
Univest  October 2011 - June 2015
East Coast Hoist, Inc.   2007 - 2011
Henry Company  2006 - 2007
FINOVA Capital Corporation  1999 - 2002
CoreStates Bank/First Union National Bank   1997 - 1999
CoreStates Bank  1995 - 1997

Skills
Collateral analysis, Commercial Banking, SBA Loans, Credit Analysis, Bookkeeping, Customer Service, Auditing

Education
Drexel University   1990 — 1995
Bachelor of Science (B.S.), Business Administration

Joseph Arahill, CISSP CISA MSIA Joseph Arahill, CISSP CISA MSIA Greater Philadelphia Area Details
Joseph Arahill, CISSP CISA MSIA's Bryn Mawr Trust Experience February 2015 - Present
Job AVP, Information Security Manager at Bryn Mawr Trust
Industry Information Technology and Services
Experience
Bryn Mawr Trust   February 2015 - Present
The Bryn Mawr Trust Company  November 2012 - February 2015
Reed Technology & Information Services, Inc.   October 2009 - November 2012
Penn Treaty Network America  August 2008 - February 2009
AFS  2004 - 2008
AFS  1999 - 2004
AFS  1997 - 1999

Skills
Disaster Recovery, Security..., Data Security, Information Security, CISSP, SDLC, Security

Education
Norwich University   2006 — 2007
Master of Science, Informaton Assurance

DeSales University   2000 — 2004
Bachelor, MIS

Diane Quinn Diane Quinn Greater Philadelphia Area Details
Diane Quinn's Bryn Mawr Trust Experience May 2015 - Present
Job Bryn Mawr Trust Company
Industry Financial Services
Experience
Bryn Mawr Trust   May 2015 - Present
The Bryn Mawr Trust Company  November 2013 - April 2015
The Bryn Mawr Trust Company  May 2012 - November 2013
Wells Fargo Private Bank  November 2009 - December 2010
Wachovia Trust  March 2004 - October 2009
Wachovia Wealth Management Marketing   November 2002 - April 2003
Wachovia Securities  January 2000 - April 2003
First Union Capital Markets Global Banking Operations   July 1998 - July 1999
CoreStates Bank NA  July 1995 - July 1998
CoreStates Bank N.A.   May 1994 - July 1995

Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans

Education
Pierce College,   1996 — 1998
Associates Degree, Business

First University
Managerial

Community College of Philadelphia   1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office

St. Maria Goretti   1976 — 1980
High School, General

Robert Latshaw Robert Latshaw Broomall, Pennsylvania Details
Robert Latshaw's Bryn Mawr Trust Experience October 2006 - May 2013
Job Vice President at First Savings of Perkasie
Industry Banking
Experience
First Savings Bank of Perkasie  May 2013 - Present
Bryn Mawr Trust   October 2006 - May 2013

Skills
Commercial Lending, Relationship Manager, SBA Lending, Asset Based Lending, Banking, Commercial Banking, Commercial Mortgages, Cross Selling, Finance, Financial Analysis, Financial Risk, Financial Services, Loans, Mergers, Mortgage Banking, Refinance, Relationship Management, SBA, Small Business Lending, Strategic Planning, Treasury Management, Underwriting

Education
St. Andrews University   1971 — 1975
Bachelor of Arts (B.A.), Business Administration and Management, General

Lower Merion High School   1968 — 1971

Andrew Monheit Andrew Monheit Bala Cynwyd, Pennsylvania Details
Andrew Monheit's Bryn Mawr Trust Experience September 2015 - Present
Job Senior Security Specialist at Bryn Mawr Trust
Industry Information Technology and Services
Experience
Bryn Mawr Trust   September 2015 - Present
Susquehanna International Group, LLP (SIG)   May 2014 - September 2015
Susquehanna International Group, LLP (SIG)   December 2012 - August 2014
Gap International  May 2012 - December 2012
The Chartwell Law Offices, LLP{   July 2009 - May 2012

Skills
Microsoft Office, Excel, Word, PowerPoint, Social Media, Customer Service, Outlook, XP, Microsoft Exchange, Windows 7, Active Directory, Computer Hardware, System Administration, Networking, Network Administration, Network Security, Computer Security, Information Security, Help Desk Support

Education
Penn State University   2012 — 2014
MPS, Information Sciences - Cybersecurity and Information Assurance

Temple University   2005 — 2009
BA, Political Science

Rich Gehring Rich Gehring Greater Philadelphia Area Details
Rich Gehring's Bryn Mawr Trust Experience April 2008 - February 2009
Job Home Mortgage Consultant
Industry Banking
Experience
Wells Fargo Home Mortgage  February 2015 - Present
ICG Mortgage Services   June 2014 - Present
Tidewater Mortgage Services, Inc  October 2013 - Present
Gateway Funding  July 2013 - Present
Allied Mortgage Group  June 2011 - July 2013
Bryn Mawr Trust   April 2008 - February 2009
Countrywide Home Loans  April 2006 - January 2008
Superior Home Mortgages   April 2000 - April 2006
ContiMortgage  January 1999 - January 2000

Skills
Residential Mortgages, Commercial Lending, Mortgage Lending, Reverse Mortgages, Government Loans, Financial Analysis, credit repair, Credit Analysis, Jumbo Mortgage, Credit, Banking, Loans, Mortgage Banking, Real Estate, FHA, Sales, Finance, Investments, Underwriting

Education
Shippensburg University   1995 — 1997
Business Major

Johnson & Wales University   1993 — 1995
Communications; English

Nick Kouchoukos Nick Kouchoukos Greater Philadelphia Area Details
Nick Kouchoukos's Bryn Mawr Trust Experience June 2015 - Present
Job Assistant Manager, Banking Officer, The Bryn Mawr Trust Company
Industry Banking
Experience
Bryn Mawr Trust   June 2015 - Present
TD Bank Group  December 2011 - June 2015
Golf Galaxy/Dick's Sporting Goods   April 2007 - December 2011

Skills
Customer Service, Merchandising, Retail, Microsoft Office, Sales, Deposits, Consumer Lending, Retail Banking, Cross Selling, Phone Etiquette, Loans, Coaching, Banking, Teller Operations, Lines Of Credit, Notary Public, Microsoft Word, Loan Servicing, Credit, Management, Mortgage Lending, Leadership, Risk Management

Education
Delaware County Community College
Associate of Science (A.S.), Business Administration and Management, General

Caroline R. Benjamin, CFA Caroline R. Benjamin, CFA Greater Philadelphia Area Details
Caroline R. Benjamin, CFA's Bryn Mawr Trust Experience November 2014 - Present
Job SVP / Senior Investment Officer at Bryn Mawr Trust
Industry Investment Management
Experience
Bryn Mawr Trust   November 2014 - Present
Sageworth Trust Co. / Multi-Family Office   July 2011 - October 2014
Peoples United Bank  January 2005 - July 2011
Fox Asset Management / Eaton Vance   March 1998 - November 2004
Smith Barney Asset Management  June 1986 - March 1998

Skills
Bloomberg, Investment Management, Financial Analysis, Capital Markets, Alternative Investments, Securities, Asset Allocation, Separately Managed..., Asset Management, Fixed Income, Investments, Mutual Funds, Equity Research, Finance, Portfolio Management, Investment Advisory, Estate Planning, Equities, Financial Modeling, Asset Managment, Investment Strategies, Corporate Finance, Forecasting, Wealth Management, Financial Advisory, Hedge Funds, Wealth Management..., Bonds

Education
Pace University - Lubin School of Business
MBA, Finance

Josh Crater Josh Crater Greater Philadelphia Area Details
Josh Crater's Bryn Mawr Trust Experience May 2013 - December 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  July 2015 - Present
Philadelphia Insurance Companies  June 2014 - July 2015
Bryn Mawr Trust   May 2013 - December 2013

Skills
Vendor Management, Access, Financial Analysis, Microsoft Office, Financial Modeling, Social Media, Financial Statements, Corporate Finance, WebEx, Data Analysis, Enterprise Risk..., Vendor Contracts, Bloomberg Terminal, Morningstar, Underwriting

Education
Temple University   2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Downingtown West High School   2006 — 2010

Emily Pace Emily Pace Greater Philadelphia Area Details
Emily Pace's Bryn Mawr Trust Experience April 2014 - Present
Job Bank Teller at Bryn Mawr Trust
Industry Banking
Experience
Bryn Mawr Trust   April 2014 - Present
Best Friends Total Pet Care  March 2011 - October 2013

Education
Penn State University   2014 — 2016
Bachelor’s Degree, Communications Arts and Science

Kirsten Althoff Kirsten Althoff Greater Philadelphia Area Details
Kirsten Althoff's Bryn Mawr Trust Experience September 2015 - Present
Job VP, Small Business Portfolio Manager
Industry Financial Services
Experience
Bryn Mawr Trust   September 2015 - Present
The Bancorp  February 2014 - September 2015
Phoenixville Federal Bank &Trust   April 2013 - February 2014
PACCAR  April 2011 - April 2013
PNC  September 2009 - April 2011

Skills
Finance, Credit Risk, Credit Analysis, Financial Analysis, Commercial Lending, Credit, Loans, Portfolio Management, Financial Risk, Underwriting, Commercial Banking, Asset Based Lending, Cash Management

Education
Mercyhurst University   1997 — 2003
Bachelor's Degree, Business Management/ Finance

Tamika Gayle Tamika Gayle Greater Philadelphia Area Details
Tamika Gayle's Bryn Mawr Trust Experience June 2015 - Present
Job Graduate of Kutztown University of Pennsylvania
Industry Higher Education
Experience
Bryn Mawr Trust   June 2015 - Present
Sahl Communications Inc.   2014 - 2015
Kutztown University  2013 - 2015
Kutztown University  September 2011 - May 2013

Skills
Customer Service, Administration, Sales, Human Resources, Budgeting, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Teamwork

Education
Drexel University   2015 — 2018
Juris Doctor (J.D.), Legal Studies, General

Kutztown University of Pennsylvania   2011 — 2015
BS and BA, Political Science and Government and Public Administration

Loretta Pitts Loretta Pitts Kennett Square, Pennsylvania Details
Loretta Pitts's Bryn Mawr Trust Experience June 2010 - Present
Job Branch Manager at Bryn Mawr Trust
Industry Banking
Experience
Bryn Mawr Trust   June 2010 - Present
Fulton Financial Corporation  January 2004 - June 2010
Commerce Bank  January 2000 - January 2004

Skills
Consumer Lending, Leadership, Finance, Banking, Management, Loans, Retail Banking, Risk Management, Team Leadership, Credit, Commercial Lending, Small Business Lending

Education
Delaware County Community College

Fulton Bank

Interboro High School
Business

Frank Mancuso Frank Mancuso New York, New York Details
Frank Mancuso's Bryn Mawr Trust Experience May 2012 - August 2012
Job Audit Associate at PwC
Industry Accounting
Experience
PwC  May 2015 - Present
PwC  January 2014 - Present
Penn State University  2010 - Present
Bloomberg LP  May 2013 - August 2013
Bryn Mawr Trust   May 2012 - August 2012
YMCA  2011 - 2012
Outback Steakhouse  2009 - 2010
CVS  2009 - 2009
Pat's Pizza  2007 - 2009
Pepper Mill   2007 - 2008

Skills
Accounting, Extremely Motivated, Hard Worker, Great People Skills, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel

Education
Penn State University   2010 — 2015
Accounting, Masters of Accounting 5 year program, 3.82

West Chester East High School   2006 — 2010
4.2

Matt Hotz Matt Hotz Greater Philadelphia Area Details
Matt Hotz's Bryn Mawr Trust Experience October 2015 - Present
Job Vice President, Business Analysis at Bryn Mawr Trust
Industry Financial Services
Experience
Bryn Mawr Trust   October 2015 - Present
Citi  March 2014 - October 2015
TMG Health  January 2012 - October 2013
Compliance Implementation Services CIS  August 2008 - November 2011
Independence Blue Cross  January 2008 - April 2008
Philadelphia City Paper  August 1999 - January 2008
Metropolitan Life Insurance Company  June 2004 - July 2007
ACE USA  August 2001 - September 2003
ACE USA  July 1999 - August 2001

Skills
SQL, Data Analysis, Databases, SAS, Project Management, Analysis, Editing, Software Documentation, SPSS, Data Mining, Statistics, Blogging, Research, Cognos, Financial Reporting, Medicaid, Database Admin, Business Analysis, Process Improvement, Visio, GEMS, FACETS

Education
Penn State University   1997 — 1999
n/a, Economics

La Salle University   1993 — 1997
B.A., Economics, Philosophy

Dave Forlini Dave Forlini Greater Philadelphia Area Details
Dave Forlini's Bryn Mawr Trust Experience January 2015 - Present
Job Loan Servicing Manager
Industry Banking
Experience
Bryn Mawr Trust   January 2015 - Present
Family Services  January 2009 - Present
Continental Bank  May 2005 - December 2014
Commerce Bank  2004 - 2005
Progress Bank  1999 - 2004
Prime Bank  1997 - 1999
PNC Financial Services Group  1995 - 1997
Continental/Midlantic Bank   1978 - 1997
Midlantic Bank  1990 - 1995

Skills
Credit, Loans, Banking, Mortgage Banking, Loan Origination, Small Business Lending, Commercial Banking, Loan Servicing, Commercial Lending, Consumer Lending, Lines Of Credit, Credit Analysis, Asset Based Lending, SBA, Deposits, Retail Banking, Commercial Mortgages

Education
La Salle University
BS, Accounting

Upper Dublin HS

Ernie Gigante Ernie Gigante Greater Philadelphia Area Details
Ernie Gigante's Bryn Mawr Trust Experience 2004 - 2005
Job Trader at SEI Investments
Industry Financial Services
Experience
SEI Investments  2007 - Present
SEI Investments  2005 - 2007
Bryn Mawr Trust   2004 - 2005
PNC Advisors  1998 - 2003

Skills
Corporate Actions

Education
Saint Joseph's University   1994 — 1998
B.S. Finance, Finance

Jesuit High School   1990 — 1994

Tom Frank Tom Frank Greater Philadelphia Area Details
Tom Frank's Bryn Mawr Trust Experience Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Job Assistant Vice President, Investment Services at Bryn Mawr Trust Wealth Management
Industry Financial Services
Experience
Bryn Mawr Trust   Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Hillview Capital Advisors   2006 - 2010
Hillview Capital Advisors, LLC  March 2004 - December 2005
Morgan Stanley Investment Management  May 1997 - March 2004
SEI  1993 - 1997

Skills
Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Portfolio Management, Securities, Investments, Financial Services, Equities, Fund Of Funds, Relationship Management, Middle Office, ETFs, Trading, Fund Administration

Education
Cabrini College   1989 — 1993
Bachelor of Science (BS), Accounting

Bobbie Miller Bobbie Miller Greater Philadelphia Area Details
Bobbie Miller's Bryn Mawr Trust Experience September 1998 - Present
Job Vice President at Bryn Mawr Trust
Industry Financial Services
Experience
Bryn Mawr Trust   September 1998 - Present
Mellon Bank  March 1994 - September 1998
CoreStates Financial Corporation  June 1993 - March 1994

Education
Kutztown University of Pennsylvania   1988 — 1993
Bachelors Degree, Education

Michelle McVey Michelle McVey Hershey, Pennsylvania Details
Michelle McVey's Bryn Mawr Trust Experience February 2015 - Present
Job SVP, Senior Investment Officer at Bryn Mawr Trust
Industry Investment Management
Experience
Bryn Mawr Trust   February 2015 - Present
Fulton Financial Advisors  2008 - Present

Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Fixed Income, Investment Strategies, Investment Management, Trading, Due Diligence, Analysis, Accounting, New Business Development, High Net Worth..., Cash Flow, Funding, Customer Service, Tactical Asset..., Wealth Management, Relationship Management, Sales

Education
Keller Graduate School of Management, DeVry University   2005 — 2007
Master's, Accounting and Finance Management

Lock Haven University of Pennsylvania   1988 — 1992
Bachelor's degree, Education

Kristin Reese Kristin Reese Greater Philadelphia Area Details
Kristin Reese's Bryn Mawr Trust Experience January 2015 - Present
Job Vice President of Real Estate Lending at Bryn Mawr Trust
Industry Banking
Experience
Bryn Mawr Trust   January 2015 - Present
Continental Bank  February 2014 - Present
Continental Bank  August 2012 - Present
Eagle National Bank  December 2009 - August 2012
Eagle National Bank  June 2007 - December 2009

Skills
Credit, Underwriting, Commercial Banking, Banking, Loans, Commercial Lending, Mortgage Lending, Small Business Lending, Accounting

Education
Penn State University   2003 — 2007
BA, Finance

(Doris) Dodie Theune, PhD (Doris) Dodie Theune, PhD Greater Philadelphia Area Details
(Doris) Dodie Theune, PhD's Bryn Mawr Trust Experience March 1996 - 2009
Job Educator, Author, Business Coach, Career Transition Coach, Personal Transformation & Empowerment Coach
Industry Professional Training & Coaching
Experience
Coaching Affiliates   March 1992 - Present
International Coach Academy  2009 - 2012
Temple University  August 2009 - December 2011
Philadephia Estate Planning Council   1987 - 2010
Bryn Mawr Trust   March 1996 - 2009
Rosemont College  1994 - 1996
Delaware County Estate Planning Council   1989 - 1990

Skills
Synthesis and analysis..., Executive Coaching, Building High..., Organizational..., Coaching, Strategic Planning, Change Management, Workshop Facilitation, Marketing, Management Consulting, Educator, Career Development, Business Development, Estate Planning, Team Building, Strategy, Fundraising, Leadership, Research

Education
Capella University   2002 — 2010
PhD, Transformative Adult Education

Pennsylvania State University-Great Valley Graduate Center   1998 — 2000
MEd, Instructional Design & Development

Eastern University   1995 — 1998
BA, Organizational Development

Rutgers, The State University of New Jersey-New Brunswick   1958 — 1959
Undergraduate, Douglass Women's College

Christine Dyche Christine Dyche Greater Philadelphia Area Details
Christine Dyche's Bryn Mawr Trust Experience July 2015 - Present
Job Senior Vice President Commercial Lending at Bryn Mawr Trust
Industry Banking
Experience
Bryn Mawr Trust   July 2015 - Present
Bryn Mawr Trust Company  October 2011 - Present
TD Bank  August 2010 - October 2011
National Penn Bank  January 1994 - August 2010

Skills
Loans, Commercial Lending, Credit, Banking, Small Business Lending, Cash Management, Lines Of Credit, Commercial Banking, Retail Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Commercial Mortgages, Underwriting, Consumer Lending, Loan Origination

Education
DeSales University
BA

Northampton Community College
Associates

Therese Trainer Therese Trainer Bala Cynwyd, Pennsylvania Details
Therese Trainer's Bryn Mawr Trust Experience June 2006 - Present
Job Vice President at Bryn Mawr Trust
Industry Financial Services
Experience
The Bryn Mawr Trust Company  June 2006 - Present
Bryn Mawr Trust   June 2006 - Present
Mom to 5 wonderful children   March 1986 - Present
Allegiance Bank  September 2000 - June 2006
PNC Bank  September 1999 - September 2000
First Pennsylvania Bank  June 1978 - March 1986

Skills
Strategic Planning, Financial Analysis, Accounting, Non-profits, Nonprofits, Budgets

Education
St. Joseph's University   1980 — 1985
Bachelor's Degree, Accounting

Sancta Maria Secondary School Co Mayo Ireland   1965 — 1971
Secondary School

Danielle Llewellyn-Perez Danielle Llewellyn-Perez Philadelphia, Pennsylvania Details
Danielle Llewellyn-Perez's Bryn Mawr Trust Experience June 2015 - Present
Job Banker at Citizens Bank
Industry Banking
Experience
Bryn Mawr Trust   June 2015 - Present
Citizens Bank  July 2011 - June 2015
TD Bank Group  December 2006 - April 2011
Marriott International  May 2005 - April 2007

Skills
Banking, CRM, Leadership, Management, Credit, Retail Banking, Sales, Mortgage Lending, Loans, Customer Satisfaction, Customer Service, Training, Recruiting, Budgets, Event Planning, Finance, Consumer Lending

Education
Keller Graduate School of Management of DeVry University   2011 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General

Cheyney University of Pennsylvania   2006 — 2010
Bachelor's degree, Hospitality Administration/Management

Robert Rullo Robert Rullo Broomall, Pennsylvania Details
Robert Rullo's Bryn Mawr Trust Experience September 2014 - Present
Job Universal Banker at Bryn Mawr Trust
Industry Banking
Experience
Bryn Mawr Trust   September 2014 - Present
St Francis Soup Kitchen   March 2014 - Present
Chester County Adullt Probation   May 2014 - September 2014
Citizens Bank  April 2010 - April 2014

Skills
Banking, Credit, Loans, Retail Banking, Risk Management, Financial Analysis, Portfolio Management, Commercial Banking, Finance, Probation, Parole, Recruiting, Social Services, Social Networking

Education
Chestnut Hill College   2008 — 2012
Bachelor's degree, Criminal Justice

Michael Rispoli Michael Rispoli Greater Philadelphia Area Details
Michael Rispoli's Bryn Mawr Trust Experience June 2015 - Present
Job Student at Miami University
Industry Financial Services
Experience
Bryn Mawr Trust   June 2015 - Present
Wayne Moving & Storage   May 2014 - January 2015

Skills
Customer Service, Microsoft Word, Teamwork, Economics, Leadership, Data Entry, Business Strategy, Research, Market Analysis

Education
Miami University   2013 — 2017
Economics, Second year

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