Bryn Mawr Trust Company
Industry: Financial services company
DescriptionHeadquarters: 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 Company Employees
Employee
Years
Job
Industry
Erich Lobecker Erich Lobecker's Bryn Mawr Trust Company Experience April 2012 - September 2012
Job at Deloitte Touche Tohmatsu Limited
Industry Information Technology and Services
Experience
Deloitte January 2015 - Present
Deloitte May 2014 - February 2015
Akcelerant May 2013 - May 2014
LiquidHub October 2012 - May 2013
Bryn Mawr Trust Company April 2012 - September 2012
Valley Forge Military Academy & College March 2007 - April 2012
Skills
Active Directory, Windows Server, VMware, Microsoft SQL Server, Servers, Virtualization, Microsoft Exchange, DNS, Cisco Technologies, Disaster Recovery, VPN, IT Strategy, Enterprise Architecture, Networking, Technical Support, Firewalls, Microsoft Office, Customer Service, Project Management, Troubleshooting, Security
Education
Penn State University 1996 — 1998
BS, Psychology
Deloitte January 2015 - Present
Deloitte May 2014 - February 2015
Akcelerant May 2013 - May 2014
LiquidHub October 2012 - May 2013
Bryn Mawr Trust Company April 2012 - September 2012
Valley Forge Military Academy & College March 2007 - April 2012
Skills
Active Directory, Windows Server, VMware, Microsoft SQL Server, Servers, Virtualization, Microsoft Exchange, DNS, Cisco Technologies, Disaster Recovery, VPN, IT Strategy, Enterprise Architecture, Networking, Technical Support, Firewalls, Microsoft Office, Customer Service, Project Management, Troubleshooting, Security
Education
Penn State University 1996 — 1998
BS, Psychology
William Fink William Fink's Bryn Mawr Trust Company Experience May 1990 - April 1999
Job Executive Vice President at TD Bank, NA
Industry Banking
Experience
TD Bank, NA Chief Lending Officer & Head of Credit Management - US Commercial BankingTD BankApril 2005 - Present
Bank of America May 2000 - April 2005
Elko, Fischer, McCabe & Rudman, CPAs April 1999 - May 2000
Bryn Mawr Trust Company May 1990 - April 1999
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Loans, Credit, Mortgage Lending, Credit Risk, Financial Analysis, Banking, Small Business Lending, Commercial Mortgages, Capital Markets, Investments, Cash Management, Retail Banking, Asset Based Lending, Finance, Underwriting, Risk Management, Lines Of Credit, Treasury Management, Consumer Lending, Financial Risk, Loan Origination, Wealth Management, Financial Services, Relationship Management, Financial Structuring, Enterprise Risk..., Due Diligence, Credit Cards, Cross Selling, Asset Management, Corporate Finance, Cash Flow Lending, SBA, Strategic Financial..., Mortgage Banking, Middle Market, Financial Modeling, Investment Banking, Mergers & Acquisitions, Executive Management, Fixed Income, Cash Flow, Syndications, Deposits, Valuation, Leveraged Finance, Equities
Education
Stanford University
Certificate in Strategic Decision & Risk Management - Stanford Center for Professional Development
University of Notre Dame
Executive Leadership Certificate Program
Wharton School, University of Pennsylvania
Megers and Acquistion Certificate Program
Saint Joseph's University
MBA, Finance and Management
Villanova Law School
Continuing Education, Master of Taxation
TD Bank, NA Chief Lending Officer & Head of Credit Management - US Commercial BankingTD BankApril 2005 - Present
Bank of America May 2000 - April 2005
Elko, Fischer, McCabe & Rudman, CPAs April 1999 - May 2000
Bryn Mawr Trust Company May 1990 - April 1999
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Loans, Credit, Mortgage Lending, Credit Risk, Financial Analysis, Banking, Small Business Lending, Commercial Mortgages, Capital Markets, Investments, Cash Management, Retail Banking, Asset Based Lending, Finance, Underwriting, Risk Management, Lines Of Credit, Treasury Management, Consumer Lending, Financial Risk, Loan Origination, Wealth Management, Financial Services, Relationship Management, Financial Structuring, Enterprise Risk..., Due Diligence, Credit Cards, Cross Selling, Asset Management, Corporate Finance, Cash Flow Lending, SBA, Strategic Financial..., Mortgage Banking, Middle Market, Financial Modeling, Investment Banking, Mergers & Acquisitions, Executive Management, Fixed Income, Cash Flow, Syndications, Deposits, Valuation, Leveraged Finance, Equities
Education
Stanford University
Certificate in Strategic Decision & Risk Management - Stanford Center for Professional Development
University of Notre Dame
Executive Leadership Certificate Program
Wharton School, University of Pennsylvania
Megers and Acquistion Certificate Program
Saint Joseph's University
MBA, Finance and Management
Villanova Law School
Continuing Education, Master of Taxation
Patricia Owens Patricia Owens's Bryn Mawr Trust Company Experience September 2001 - December 2004
Job Private Banker, JP Morgan
Industry Investment Management
Experience
JP Morgan Private Bank December 2012 - Present
Sage Hill Partners November 2008 - September 2012
Decision Strategies International October 2007 - November 2008
PNC Advisors January 2004 - October 2007
Bryn Mawr Trust Company September 2001 - December 2004
SEI Investments September 1991 - June 2000
Goldman Sachs June 1990 - August 1990
Procter & Gamble August 1985 - August 1989
Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA
Princeton University 1981 — 1985
Cherry Hill East
JP Morgan Private Bank December 2012 - Present
Sage Hill Partners November 2008 - September 2012
Decision Strategies International October 2007 - November 2008
PNC Advisors January 2004 - October 2007
Bryn Mawr Trust Company September 2001 - December 2004
SEI Investments September 1991 - June 2000
Goldman Sachs June 1990 - August 1990
Procter & Gamble August 1985 - August 1989
Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA
Princeton University 1981 — 1985
Cherry Hill East
Noel Collins Noel Collins's Bryn Mawr Trust Company Experience September 2015 - Present
Job Vice President at Bryn Mawr Trust Company
Industry Banking
Experience
Bryn Mawr Trust Company September 2015 - Present
Santander Bank October 2011 - September 2015
Beneficial Bank August 2006 - September 2011
Skills
Credit Analysis, Credit, Commercial Banking, Commercial Lending, Portfolio Management, Small Business Lending, Banking, Loans, Cash Management, Trade Finance, Risk Management, Real Estate, Finance, Underwriting
Education
Temple University - Fox School of Business and Management
BA
Bryn Mawr Trust Company September 2015 - Present
Santander Bank October 2011 - September 2015
Beneficial Bank August 2006 - September 2011
Skills
Credit Analysis, Credit, Commercial Banking, Commercial Lending, Portfolio Management, Small Business Lending, Banking, Loans, Cash Management, Trade Finance, Risk Management, Real Estate, Finance, Underwriting
Education
Temple University - Fox School of Business and Management
BA
John Pickering John Pickering's Bryn Mawr Trust Company Experience 2004 - 2006
Job Partner at Cooke & Bieler
Industry Investment Management
Experience
Cooke & Bieler August 2006 - Present
Bryn Mawr Trust Company 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Brown Brothers Harriman (BBH) & Co. 1981 - 2004
Skills
Management, Financial Modeling, Series 7, Asset Managment, Investments, Strategic Financial..., Private Equity, Investment Strategies, Wealth Management, Investment Management, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Asset Management
Education
Harvard University 1974 — 1978
AB
St. Marks School 1970 — 1974
Cooke & Bieler August 2006 - Present
Bryn Mawr Trust Company 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Brown Brothers Harriman (BBH) & Co. 1981 - 2004
Skills
Management, Financial Modeling, Series 7, Asset Managment, Investments, Strategic Financial..., Private Equity, Investment Strategies, Wealth Management, Investment Management, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Asset Management
Education
Harvard University 1974 — 1978
AB
St. Marks School 1970 — 1974
Brandon R. Shuler, CFP, CTFA's Bryn Mawr Trust Company Experience August 2015 - Present
Job
Industry Financial Services
Experience
Bryn Mawr Trust Company August 2015 - Present
Glenmede Trust Company April 2007 - August 2015
PNC Wealth Management March 2005 - April 2007
Morgan Stanley February 2002 - March 2005
The Vanguard Group November 2000 - February 2002
Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies
Education
Penn State University
Bachelor of Science
The American College
Cannon Trust School
Bryn Mawr Trust Company August 2015 - Present
Glenmede Trust Company April 2007 - August 2015
PNC Wealth Management March 2005 - April 2007
Morgan Stanley February 2002 - March 2005
The Vanguard Group November 2000 - February 2002
Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies
Education
Penn State University
Bachelor of Science
The American College
Cannon Trust School
Linda Adler's Bryn Mawr Trust Company Experience June 2005 - Present
Job Banking Consultant at Bryn Mawr Trust Company
Industry Banking
Experience
Bryn Mawr Trust Company June 2005 - Present
First National Bank of Chester County 2002 - 2005
DecisionOne 1995 - 1997
Skills
Risk Management, Business Analysis, Project Management, Change Management, Call Centers, Process Improvement, Banking, Vendor Management, IT Strategy, Outsourcing, Business Development, Mergers & Acquisitions, Integration
Education
University of Scranton 1987 — 1991
Bachelor of Science, Accounting
Bryn Mawr Trust Company June 2005 - Present
First National Bank of Chester County 2002 - 2005
DecisionOne 1995 - 1997
Skills
Risk Management, Business Analysis, Project Management, Change Management, Call Centers, Process Improvement, Banking, Vendor Management, IT Strategy, Outsourcing, Business Development, Mergers & Acquisitions, Integration
Education
University of Scranton 1987 — 1991
Bachelor of Science, Accounting
John McConnell, CTP's Bryn Mawr Trust Company Experience August 2007 - August 2009
Job Vice President RBS Citizens | Visionary Change Leader | LSS Green Belt Program Manager
Industry Financial Services
Experience
RBS Global Transaction Services September 2009 - Present
Firstrust Bank 2015 - 2015
Firstrust Bank 2015 - 2015
Bryn Mawr Trust Company August 2007 - August 2009
Citizens Bank October 2004 - July 2007
Wachovia Secutities September 2002 - September 2004
Ameriquest Technologies February 1999 - August 2002
Skills
Lean Six Sigma, Business Process..., Project Management, Productivity Improvement, Change Management, Organizational..., Data Analysis, Financial Analysis, Databases, Project Planning, Project Management Tools, Solution Implementation, Business Case..., Treasury Management, Process Improvement, Customer Experience, Problem Solving, Forecasting, Budgeting, Consulting, Negotiation, Risk Management, Relationship Management, Analysis, Sustainability, Professional..., Portfolio Management, Cash Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Loans, Financial Services, Investments
Education
Villanova University
CTP, Certified Treasury Professional, Treasury
University of Wales, Cardiff
Green Belt, Lean Six Sigma
St. Bonaventure University
B.A.
RBS Global Transaction Services September 2009 - Present
Firstrust Bank 2015 - 2015
Firstrust Bank 2015 - 2015
Bryn Mawr Trust Company August 2007 - August 2009
Citizens Bank October 2004 - July 2007
Wachovia Secutities September 2002 - September 2004
Ameriquest Technologies February 1999 - August 2002
Skills
Lean Six Sigma, Business Process..., Project Management, Productivity Improvement, Change Management, Organizational..., Data Analysis, Financial Analysis, Databases, Project Planning, Project Management Tools, Solution Implementation, Business Case..., Treasury Management, Process Improvement, Customer Experience, Problem Solving, Forecasting, Budgeting, Consulting, Negotiation, Risk Management, Relationship Management, Analysis, Sustainability, Professional..., Portfolio Management, Cash Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Loans, Financial Services, Investments
Education
Villanova University
CTP, Certified Treasury Professional, Treasury
University of Wales, Cardiff
Green Belt, Lean Six Sigma
St. Bonaventure University
B.A.
Jacqueline Pasquarello's Bryn Mawr Trust Company Experience July 2011 - July 2013
Job Manager of Trading and Operations at Cheswold Lane Asset Management
Industry Financial Services
Experience
Cheswold Lane Asset Management August 2013 - Present
Bryn Mawr Trust Company July 2011 - July 2013
Davidson Trust Company April 2005 - July 2011
Morgan Stanley Investment Management 1998 - 2003
Skills
Asset Managment, Investments, Product Development, Asset Management, Portfolio Management, Mutual Funds, Project Management, Client guideline..., Portfolio Performance..., Trade Execution and..., Client Onboarding, System Automation, Strategy, Investment Strategies, New Business Development, Securities, Asset Allocation, Wealth Management, Fixed Income
Education
Cabrini College
BA, Organizational Management
Villanova University
Business Administration and Management, General
Cheswold Lane Asset Management August 2013 - Present
Bryn Mawr Trust Company July 2011 - July 2013
Davidson Trust Company April 2005 - July 2011
Morgan Stanley Investment Management 1998 - 2003
Skills
Asset Managment, Investments, Product Development, Asset Management, Portfolio Management, Mutual Funds, Project Management, Client guideline..., Portfolio Performance..., Trade Execution and..., Client Onboarding, System Automation, Strategy, Investment Strategies, New Business Development, Securities, Asset Allocation, Wealth Management, Fixed Income
Education
Cabrini College
BA, Organizational Management
Villanova University
Business Administration and Management, General
Christine Dyche's Bryn Mawr Trust Company Experience October 2011 - 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
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
Barbara Pettit's Bryn Mawr Trust Company Experience July 2004 - Present
Job SVP, Wealth Management Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company June 2013 - Present
Bryn Mawr Trust Company July 2004 - Present
BISYS January 1996 - July 2004
Smith Barney Corporate Trust Company 1993 - 1995
CoreStates Bank August 1982 - 1993
Skills
Finance, Financial Services, Wealth Management, Leadership, Pensions, Estate Planning, Retirement Planning, Banking, Quality Assurance, Public Speaking, Investment Advisory, Financial Planning
Education
Gettysburg College
BA, Business Administration/Political Science
National Graduate Trust School
Radnor
The Bryn Mawr Trust Company June 2013 - Present
Bryn Mawr Trust Company July 2004 - Present
BISYS January 1996 - July 2004
Smith Barney Corporate Trust Company 1993 - 1995
CoreStates Bank August 1982 - 1993
Skills
Finance, Financial Services, Wealth Management, Leadership, Pensions, Estate Planning, Retirement Planning, Banking, Quality Assurance, Public Speaking, Investment Advisory, Financial Planning
Education
Gettysburg College
BA, Business Administration/Political Science
National Graduate Trust School
Radnor
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.