Chevy Chase Trust

Industry: Company

Description

Headquarters: Bethesda, MD Founded: 1997 Parent organization: SAUL B F REAL ESTATE INVESTMENT TRUST Subsidiary: Asset Management, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCHEVY CHASE TRUSTWebsiteDirections Saved (0) Saved Save Investment service in Bethesda, Maryland Address: 7501 Wisconsin Ave Suite 1500W, Bethesda, MD 20814 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (240) 497-5000: : : Place name: : Category: Website: : : Website: https://www.chevychasetrust.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CHEVY CHASE TRUST Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from CHEVY CHASE TRUST View previous posts on Google

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Chevy Chase Trust Employees

Employee
Years
Job
Industry
Tracy Patrick Tracy Patrick Katy, Texas Details
Tracy Patrick's Chevy Chase Trust Experience August 1991 - March 1996
Job Vice President at Gnurdle Inc.
Industry Computer Software
Experience
Gnurdle Inc.   June 2012 - Present
Sysco  December 2007 - May 2012
Deloitte  March 1996 - August 2000
Chevy Chase Trust   August 1991 - March 1996
Grant Thornton LLP  June 1990 - July 1991

Skills
SAP, Business Analysis, Accounting, Management, Financial Analysis, Project Management, Sarbanes-Oxley Act, Microsoft Excel, Budgets, Strategic Planning, Process Improvement, Customer Service

Education
George Mason University   1991 — 1995
Bachelor's degree, Accounting and Computer Science

Center for Advanced Legal Studies
Paralegal Certificate

Carla Carcheri Carla Carcheri West Palm Beach, Florida Area Details
Carla Carcheri's Chevy Chase Trust Experience April 2007 - May 2008
Job
Industry Banking
Experience
Bank of America  July 2015 - Present
Terramar Non Profit Organization - Lima, Peru   September 2013 - October 2014
JPMorgan Chase  June 2011 - October 2012
The Solutions Law Center, San Diego, California   April 2009 - May 2011
American General Financial Services, (American International Group – AIG)   May 2008 - March 2009
Chevy Chase Trust   April 2007 - May 2008
Home Funding Group Mortgage Company   April 2005 - April 2007
Bolsa de Valores de Lima   August 2002 - October 2004

Skills
Financial Analysis, Credit Risk, Market Risk, Employee Management, Credit Analysis, Finance, Strategic Planning

Education
Universidad del País Vasco, Bilbao España   2012 — 2013
Maestría Oficial en Gestión Patrimonial y Banca Privada, Banca y servicios financieros

National University   2009 — 2011
Maestría en Administración de Negocios con Especialización en Finanzas., Finanzas, general

Universidad San Ignacio de Loyola   1997 — 2002
Bachelor of Business Administration (BBA)

Allison Ferko Allison Ferko Washington D.C. Metro Area Details
Allison Ferko's Chevy Chase Trust Experience February 2009 - Present
Job Associate General Counsel at Chevy Chase Trust Company
Industry Investment Management
Experience
Chevy Chase Trust   February 2009 - Present
Chevy Chase Bank  January 1997 - February 2009

Education
Creighton University School of Law   1993 — 1996
JD, Law

Florida State University   1989 — 1991
B.S., Political Science

Dolores Sharp-McRae Dolores Sharp-McRae Baltimore, Maryland Area Details
Dolores Sharp-McRae's Chevy Chase Trust Experience 2008 - 2011
Job Accountant/Analyst/Project Leader/Financial/Client Relations
Industry Accounting
Experience
H&R Block  October 2014 - April 2015
Capital One Bank  May 2011 - June 2014
Chevy Chase Trust   2008 - 2011
Winstar Telecommunication Company   2002 - 2007

Skills
General Ledger, Account Reconciliation, Account Management, Microsoft Office, Team Leadership, Investigation, Queries, Spreadsheets, Commercial Banking, Trust Services, Microsoft Excel, Project Coordination, Accounting, QuickBooks, Analytics, Problem Solving, Journal Entries, Accounts Payable, Accounts Receivable, Financial Reporting, Finance, Analysis, Management, Customer Service

Education
University of Maryland University College
Bachelor's Degree

University of Maryland University College
Certificate

University of Maryland University College
Certificate

Prince George's Community College
Associate's Degree

Jon-Paul Rippetoe Jon-Paul Rippetoe Washington D.C. Metro Area Details
Jon-Paul Rippetoe's Chevy Chase Trust Experience July 2012 - April 2013
Job Life Coach at NRG Concepts
Industry Executive Office
Experience
NRG Concepts   February 2014 - Present
Canon Business Process Services, Inc.   September 2013 - Present
Office Team  May 2013 - June 2013
Chevy Chase Trust   July 2012 - April 2013
Kundra & Associates, P.C.   May 2011 - July 2012
FDA  March 2004 - October 2010
RESNA  August 2002 - March 2004

Skills
Office Management, Project Coordination, Facilities Management, Microsoft Office, Administrative Support, Excel, Customer Relations, Event Management, Word, PowerPoint, Administrative..., Customer Service, Microsoft Word, Budgets, Management, Analysis, Leadership, Program Management, Microsoft Excel, Administrative..., Training, Public Speaking, Strategic Planning, Nonprofits, Team Building

Education
University of Phoenix   2011 — 2012
Associate of Arts (AA), Psychology

Deborah Gandy Deborah Gandy Washington D.C. Metro Area Details
Deborah Gandy's Chevy Chase Trust Experience December 2009 - Present
Job Managing Director, Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   December 2009 - Present
Citi Private Bank  June 2007 - November 2009
US Trust Company  June 1998 - June 2007
Signet Bank  1986 - 1997

Skills
Estate Planning, Strategic Financial..., Investments, High Net Worth..., Investment Management, Private Banking, Wealth, Trust Services, Business Development, Real Estate, Tax, Finance, Asset Management

Education
University of North Carolina at Chapel Hill   1973 — 1977
Bachelor of Science (BS), Business Administration

Dan Ledwith Dan Ledwith Washington D.C. Metro Area Details
Dan Ledwith's Chevy Chase Trust Experience May 2013 - July 2013
Job Trading Desk Assistant
Industry Financial Services
Experience
Chevy Chase Trust/ASB Capital Management   October 2013 - Present
Chevy Chase Trust   May 2013 - July 2013

Skills
Economics, Mathematics, Finance, Microsoft Excel, Research, Market Research, Stata, Bloomberg, FactSet

Education
The George Washington University   2011 — 2014
Bachelor of Science (BS), Economics

Northeastern University   2010 — 2011

Georgetown Prep   2006 — 2010

Andrew Marshall, CFA Andrew Marshall, CFA Washington D.C. Metro Area Details
Andrew Marshall, CFA's Chevy Chase Trust Experience April 2014 - Present
Job Vice President at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   April 2014 - Present
Freed Advisors   May 2013 - April 2014
Freed Advisors   April 2011 - May 2013
West Financial Services  November 2009 - March 2011
Wachovia  August 2007 - November 2009

Skills
Bloomberg Terminal, Morningstar Direct, Asset Allocation, Portfolio Management, Asset Managment, Investments, Bloomberg, Fixed Income, Wealth Management, Equities, Financial Modeling, Investment Strategies, Equity Valuation, Bonds, Thompson One, Valuation, Morningstar, ETFs, Equity Research, Investment Advisory, Capital Markets, Securities, Financial Analysis, Hedge Funds, Alternative Investments, Due Diligence, Financial Advisory, Trading, Mutual Funds, Finance, Retirement Planning, High Net Worth..., Risk Management, Financial Risk, Strategic Financial..., Investment Management, Asset Management

Education
Franklin & Marshall College   2001 — 2005
Bachelor of Arts (B.A.), Double Major: English and Spanish

Jeff Rasmussen Jeff Rasmussen Washington D.C. Metro Area Details
Jeff Rasmussen's Chevy Chase Trust Experience May 2006 - August 2007
Job Assurance Associate at DHG
Industry Accounting
Experience
Dixon Hughes Goodman LLP  October 2013 - Present
Dixon Hughes Goodman LLP  January 2013 - April 2013
Aflac  May 2009 - August 2009
Chevy Chase Trust   May 2006 - August 2007

Skills
Computer Science, Social Media, Problem Solving, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Teamwork, Leadership, Communication, Financial Analysis, Entrepreneurship, Financial Reporting, Auditing, Accounting, Financial Accounting, Management, Microsoft Office

Education
Salisbury University - Perdue School of Business   2009 — 2012
Bachelor of Science (BS), Accounting

Our Lady of Good Counsel HS   2004 — 2008

Ahmed Labault Ahmed Labault Columbus, Ohio Area Details
Ahmed Labault's Chevy Chase Trust Experience August 1999 - April 2005
Job Avp of Utility Operations at iQor
Industry Consumer Services
Experience
iQor  August 2014 - Present
Alliance Data  March 2014 - May 2014
NCO Financial Systems  August 2012 - February 2014
PNC  April 2012 - August 2012
Strayer University  May 2010 - April 2012
Comcast  November 2009 - May 2010
Cox Communications  January 2006 - November 2009
Chevy Chase Trust   August 1999 - April 2005

Skills
CRM, Management, Recruiting, Customer Service, Quality Assurance, Policy, Finance, Negotiation, Lead Generation, Banking, Accounting, B2B, Admissions, Student Financial Aid, Leadership, Higher Education, Training, Analysis, Data Analysis, Human Resources, Project Management, Administration, Process Improvement

Education
Strayer University (VA)   2011 — 2013
Master of Business Administration (MBA), Project Management

Strayer University (VA)   2008 — 2010
Master's degree, Educational Management

Allison Larsen Allison Larsen Washington D.C. Metro Area Details
Allison Larsen's Chevy Chase Trust Experience August 2015 - Present
Job Performance Analyst at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust   August 2015 - Present
Calvert Investments  July 2010 - Present
Calvert Group  July 2007 - July 2010

Skills
Financial Modeling, Investments, Asset Management, Mutual Funds, Portfolio Management, Social Media, Equities, PowerPoint, Bloomberg, Research, Financial Analysis, Fundraising, Strategic Planning, Public Speaking, Fixed Income, Microsoft Excel, Valuation

Education
Denison University   2003 — 2007

Jeannette Owen Roegge Jeannette Owen Roegge Washington D.C. Metro Area Details
Jeannette Owen Roegge's Chevy Chase Trust Experience August 2014 - Present
Job Chief Fiduciary Officer at Chevy Chase Trust
Industry Law Practice
Experience
Chevy Chase Trust   August 2014 - Present
Baker & Hostetler LLP  October 2011 - July 2014
Furey, Doolan & Abell, LLP   October 2002 - October 2011

Skills
Estate Planning, Litigation, Corporate Law, Commercial Litigation, Legal Research, Legal Writing, Civil Litigation, Mergers & Acquisitions, Appeals

Education
University of Michigan   1992 — 1995
J.D., Order of the Coif

Williams College   1986 — 1990
B.A., History

Stacy Murchison Stacy Murchison Washington D.C. Metro Area Details
Stacy Murchison's Chevy Chase Trust Experience August 2006 - Present
Job Chief Marketing Officer
Industry Investment Management
Experience
Chevy Chase Trust   August 2006 - Present
Murchison & Peacock   1997 - August 2004
Commonwealth Financial Group  October 1989 - September 1996

Skills
Investments, Strategic Financial..., Public Relations, Finance, Event Planning, Portfolio Management, Marketing, Financial Analysis, Equity Research, Marketing Strategy, Start-ups, Asset Management, Financial Modeling, Strategic Partnerships, Equities, Entrepreneurship, Insurance, Thought Leadership, Advertising, Asset Managment, Strategic Communications, Integrated Marketing, Content Marketing

Education
University of North Carolina at Chapel Hill   1980 — 1984
Bachelor of Arts (B.A.), English Language and Literature, General

University of London, Queen Mary College   1983 — 1983
English Literature (British and Commonwealth)

Sidwell Friends School   1976 — 1980
High School

Anna N'Jie-Konte, MBA Anna N'Jie-Konte, MBA Washington D.C. Metro Area Details
Anna N'Jie-Konte, MBA's Chevy Chase Trust Experience May 2012 - November 2014
Job Associate The Etergino Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  December 2014 - Present
Chevy Chase Trust   May 2012 - November 2014
GWU African Business Association   April 2013 - April 2014
AllianceBernstein  2011 - 2012
Terrapinn  2010 - 2011

Education
The George Washington University - School of Business   2012 — 2014
Master of Business Administration (M.B.A.), International Finance/Investment Analysis

New York University   2005 — 2009
B.A.

Milena Mattingly Milena Mattingly Beltsville, Maryland Details
Milena Mattingly's Chevy Chase Trust Experience June 2011 - Present
Job Assistant Vice President at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   June 2011 - Present
Freddie Mac  2010 - 2011
Chevy Chase Bank  2005 - 2010

Skills
CPA, CISA, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit, External Audit, Auditing, IT Audit, Assurance, SOX 404, Big 4, Financial Modeling

Education
Canisius College   1999 — 2001
MBA in Professional Accounting

SUNY at Buffalo
Bachelor of Business Administration (B.B.A.), Finance

Paula Landau, CFP® Paula Landau, CFP® Washington D.C. Metro Area Details
Paula Landau, CFP®'s Chevy Chase Trust Experience April 2015 - Present
Job Vice President at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust   April 2015 - Present
Triton Wealth Management   February 2011 - March 2015
Freed Advisors Wealth Management   May 2006 - February 2011
Alex. Brown & Sons, Inc.   1985 - 1994
Morgan Stanley Dean Witter  April 1984 - November 1985
T. Rowe Price  1982 - 1984

Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning

Education
College for Financial Planning   2010 — 2012

University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History

Virginia Phipps Virginia Phipps Washington D.C. Metro Area Details
Virginia Phipps's Chevy Chase Trust Experience May 2015 - Present
Job Marketing Specialist at Chevy Chase Trust
Industry Entertainment
Experience
Chevy Chase Trust   May 2015 - Present
SoundExchange  August 2012 - May 2015
SoundExchange  September 2011 - August 2012
The Ad Agency  July 2011 - September 2011
Elon University  February 2011 - August 2011
CBS News  December 2008 - February 2009

Skills
InDesign, Photoshop, Final Cut Pro, Graphic Design, Social Media, Advertising, HTML, CSS, Illustrator, Dreamweaver, Newsletters, Public Relations, Adobe Creative Suite

Education
Boston University Center for Digital Imaging Arts   2013 — 2014
Web Development Certification, Web Development

Elon University   2008 — 2011
BA, Strategic Communications, Political Science

Arthur Castle Arthur Castle Rockville, Maryland Details
Arthur Castle's Chevy Chase Trust Experience July 1999 - January 2006
Job Sr. Graphic Designer
Industry Graphic Design
Experience
TechXact Group Corporation  June 2015 - Present
HMSHost  July 2006 - January 2015
Chevy Chase Trust   July 1999 - January 2006
PAE  January 1995 - December 1997
US Navy  March 1989 - July 1993

Skills
Graphic Design, Adobe Creative Suite, Final Cut Pro, Desktop Publishing, Publishing, Digital Printing, Proposal Production, Web Design, Web Development, Videography, Video Editing, Logo Design, Graphics, Advertising, Customer Service, Budgets, Management, Strategic Planning, Training, Leadership, Layout

Education
Montgomery College   2012 — 2014
Associate of Arts (A.A.), Graphic Design, 4.0 GPA

Pensacola State College   1998 — 1999
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services, 3.75 GPA

Jennifer Barnette, CIPM Jennifer Barnette, CIPM Washington D.C. Metro Area Details
Jennifer Barnette, CIPM's Chevy Chase Trust Experience November 2007 - Present
Job Managing Director, Portfolio Analytics at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   November 2007 - Present
Atlantis Investment Co., Inc.   September 2006 - November 2007
Rochdale Securities  January 2006 - September 2006
Atlantis Investment Co., Inc.   2002 - 2006
Atlantis Investment Co., Inc.   1995 - 2002

Skills
Asset Management, Equities, Investment Management, Investments, Bloomberg

Education
Old Dominion University
Bachelor of Science (BS)

Lester Dennis Lester Dennis United States Details
Lester Dennis's Chevy Chase Trust Experience 1998 - 2004
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2011 - Present
BB&T Capital Markets  2004 - 2011
Chevy Chase Trust   1998 - 2004

Skills
Certified Financial..., Chartered Financial..., Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities, Series 7

Education
Salisbury University   1993 — 1997
Bachelor of Applied Science (BASc), Economics and Business Management & Minor in Finance

Annette Stertzer Annette Stertzer Washington D.C. Metro Area Details
Annette Stertzer's Chevy Chase Trust Experience June 2010 - Present
Job Vice President, Client Services at Chevy Chase Trust
Industry Banking
Experience
Chevy Chase Trust   June 2010 - Present
Self Employed  June 2009 - Present
U.S. Trust / Bank of America   September 1986 - May 2009

Skills
Strategic Financial..., Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Management, Real Estate, Securities, High Net Worth..., Alternative Investments, Equities, Banking, Financial Services, Investment Management, Capital Markets, Series 7, Investment Advisory, Asset Allocation, Retirement Planning, Relationship Management, Wealth Management..., Estate Planning, Insurance, Fixed Income, Wealth, Mutual Funds, Risk Management

Education
University of Arizona   1982 — 1985
JD, Law

Arizona State University   1977 — 1981
BS, Business

Sunnyslope High School

Thomas Iliffe Thomas Iliffe Houston, Texas Area Details
Thomas Iliffe's Chevy Chase Trust Experience March 2014 - September 2014
Job Active Individual Investor
Industry Investment Management
Experience
Chevy Chase Trust   March 2014 - September 2014
Student Managed Fund  August 2013 - December 2013
CORDA Investment Management   June 2013 - August 2013

Skills
Financial Analysis, Investments, Portfolio Management, Equity Research, Derivatives, Caving, Economics, Scuba Diving, Financial Modeling, Fundamental Analysis, Analysis, Finance, Investment Management, Bloomberg, Valuation, Equities, Management

Education
Pennsylvania State University-Erie Campus   2011 — 2013
Bachelor’s Degree, Finance major and Econ minor, GPA: 3.54

CFA Institute   2013 — 2015

Jeffrey Dillman Jeffrey Dillman Washington D.C. Metro Area Details
Jeffrey Dillman's Chevy Chase Trust Experience Managing DirectorAtlantic Trust Private Wealth ManagementDecember 2009 - March 2013
Job Managing Director, Senior Portfolio Manager, Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust   Managing DirectorAtlantic Trust Private Wealth ManagementDecember 2009 - March 2013
Bessemer Trust Company  July 2008 - November 2009
The Bank of New York Mellon  2004 - 2008
US Trust  1999 - 2004
Radnor Capital Management   1994 - 1999

Education
Duke University   1976 — 1980
BA, Psych, Economics

Harvard School (now Harvard-Westlake)   1970 — 1976

Toni Groven Toni Groven Bethesda, Maryland Details
Toni Groven's Chevy Chase Trust Experience March 2013 - October 2014
Job Client Services Manager at FBB Capital Partners
Industry Financial Services
Experience
FBB Capital Partners   October 2014 - Present
Chevy Chase Trust   March 2013 - October 2014
Ceros Financial Services, Inc   August 2009 - March 2013
Rydex Financial Services   February 2007 - August 2009
Rydex Financial Services   October 2003 - February 2007
Rydex Investments  January 1997 - January 2003

Skills
Financial Services, Broker-Dealer Operations, Financial Advisory, Relationship Management, Series 99, Auditing, Mutual Funds, Research, Retirement, Quality Assurance

Education
University of Maryland College Park
B.A, Sociology

Samuel Hull Samuel Hull Los Angeles, California Details
Samuel Hull's Chevy Chase Trust Experience May 2010 - August 2010
Job Associate at Plenary Group
Industry Financial Services
Experience
Plenary Group  November 2014 - Present
Goldman Sachs  May 2012 - October 2014
Davenport & Company LLC  May 2011 - August 2011
Chevy Chase Trust   May 2010 - August 2010

Education
Kenyon College   2008 — 2012
Bachelor of Arts, Economics and Psychology

John (Jay) Hills, CFP® John (Jay) Hills, CFP® Washington D.C. Metro Area Details
John (Jay) Hills, CFP®'s Chevy Chase Trust Experience April 2012 - January 2015
Job Senior Trust Officer
Industry Financial Services
Experience
Chevy Chase Trust   April 2012 - January 2015
US Trust / Bank of America Private Wealth Management   June 2006 - April 2012
Capital Restaurant Concepts  September 2000 - December 2002

Education
American Bankers Association   2008 — 2008
Trust School

Georgetown University   2007 — 2008
Executive Certificate in Financial Planning

University of Delaware   1994 — 2000
Bachelor of Science (B.S.), Hotel, Restaurant, & Institutional Management (HRIM)

Kayode Aje, CFA Kayode Aje, CFA Baltimore, Maryland Area Details
Kayode Aje, CFA's Chevy Chase Trust Experience 2014 - Present
Job Investment Analyst at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   2014 - Present
Legg Mason Capital Management (Now part of ClearBridge)   2005 - 2013
JPMorgan Chase  2002 - 2003
JPMorgan Chase  2000 - 2002

Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Management, Asset Managment, Industry Analysis, Investments, Valuation

Education
Yale University - Yale School of Management   2003 — 2005
MBA, Focus in Investment Management

University of Maryland - Robert H. Smith School of Business   1996 — 2000
BS, Finance

Edward Dobranetski, CFA, CAIA Edward Dobranetski, CFA, CAIA Washington D.C. Metro Area Details
Edward Dobranetski, CFA, CAIA's Chevy Chase Trust Experience June 2005 - Present
Job Portfolio Manager at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust   June 2005 - Present
BB&T  2000 - 2005
First Virginia Bank  1997 - 2005
Citizens Bank of Maryland  1992 - 1997

Education
University of Maryland University College   1992 — 1994
BS, Accounting

Grove City College   1986 — 1990

Hsuan Wang, CISP Hsuan Wang, CISP Washington D.C. Metro Area Details
Hsuan Wang, CISP's Chevy Chase Trust Experience June 2012 - Present
Job VP, Senior Trust Officer at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust   June 2012 - Present
Merrill Lynch  July 2011 - June 2012
Citi Private Bank  August 2007 - July 2011
Banc of America Investment Services  July 2006 - August 2007
Bank of America  August 2003 - July 2006
Bank of America  January 2001 - August 2003

Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...

Education
Georgetown University   2013 — 2014
Certificate, Financial Planning

University of California, San Diego   1998 — 2003
Bachelor of Science (BS), Chemistry

Tom Cholis Tom Cholis United States Details
Tom Cholis's Chevy Chase Trust Experience August 1999 - Present
Job Chief Fiduciary Officer & Managing Director at Chevy Chase Trust
Industry
Experience
Chevy Chase Trust   August 1999 - Present
Easter Seals  1994 - 2010
American Security Bank/Security Trust Company   1978 - 1993

Education
University of Notre Dame   1963 — 1967
Bachelor of Business Administration (BBA), Accounting

Ella Newkirk Ella Newkirk Phoenix, Arizona Area Details
Ella Newkirk's Chevy Chase Trust Experience February 1986 - April 1997
Job Artist
Industry Fine Art
Experience
Creative Expression of Natures Connection   January 2000 - Present
Ogden Directories  January 2000 - January 2012
Chevy Chase Trust   February 1986 - April 1997
Ethiopian Airlines  January 1975 - June 1977
Trans International Airlines   February 1971 - June 1975

Skills
Art Direction, Logo Design, Illustrator, Advertising, Layout, Brochures, Customer Service, Blogging, Craft, Art

Education
Lees-McRae College   1967 — 1969

TC Williams High School, Alexandria, Virginia

Larry Fisher Larry Fisher Washington D.C. Metro Area Details
Larry Fisher's Chevy Chase Trust Experience January 2010 - Present
Job President Family Wealth at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   January 2010 - Present
Bessemer Trust  2005 - 2009
US Trust  1998 - 2005
Mellon Bank  1993 - 1998
National Transportation Safety Board  1992 - 1993
Bush-Quayle '92  1991 - 1992
American Security Bank / MNC Financial   1984 - 1991
Riggs Bank  1981 - 1984

Skills
Investments, Strategic Planning, Asset Management, Portfolio Management, Due Diligence, Mergers & Acquisitions, Private Equity, Alternative Investments, Management, Strategy

Education
Georgetown University - The McDonough School of Business   1977 — 1982
BSBA, Finance

Canterbury School   1973 — 1977

GPA   1969 — 1973

Giselle Daniel Giselle Daniel Greater New York City Area Details
Giselle Daniel's Chevy Chase Trust Experience January 2002 - December 2003
Job Accountant
Industry Accounting
Experience
Southern Queens Park Association  September 2004 - April 2013
Chevy Chase Trust   January 2002 - December 2003
Vitamins.com   January 2000 - December 2001

Skills
Nonprofits, Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Budget Monitoring, Operating Budgets, Cash Flow, ADP Payroll, QuickBooks, Fund Accounting

Education
CUNY York College   2004 — 2006
Bachelor of Science (BS), Accounting

Carlton Davis Carlton Davis Washington, District Of Columbia Details
Carlton Davis's Chevy Chase Trust Experience May 2013 - Present
Job Assistant Vice President Investments at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   May 2013 - Present
Chevy Chase Trust   March 2011 - May 2013
T. Rowe Price  October 2010 - March 2011
Northwestern Mutual  May 2010 - August 2010
Merrill Lynch  May 2009 - August 2009

Skills
Fixed Income, Bloomberg, Trading, Securities, Bloomberg Terminal, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Financial Modeling, Financial Analysis, Capital Markets

Education
Miami University   2006 — 2010
B.S., Finance

Langley High School   2002 — 2006

Eric Kraus Eric Kraus Washington D.C. Metro Area Details
Eric Kraus's Chevy Chase Trust Experience May 2013 - Present
Job Vice President at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   May 2013 - Present

Skills
Fixed Income, Portfolio Management, Equities, Investments, Strategic Financial..., Trading, Asset Management, Wealth Management, Bloomberg, Municipal, Portfolios, Financial Planning, Investment Strategies, Capital Markets, Series 7, Municipal Bonds, Equity Research, Series 63, Financial Analysis, Asset Managment, Asset Allocation, Investment Management, Mutual Funds, Financial Services, Banking, Factset, Municipalities, Bonds, Investment Advisory, Risk Management

Education
Georgetown University - The McDonough School of Business   2010 — 2013
MBA

University of Richmond   1999 — 2003
B.S.B.A, Economics, Finance

Central Bucks East   1997 — 1999

Mia McKenzie Mia McKenzie Charlotte, North Carolina Details
Mia McKenzie's Chevy Chase Trust Experience August 2011 - July 2014
Job Brand and Advertising Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo  February 2015 - Present
Wells Fargo  July 2014 - February 2015
Chevy Chase Trust   August 2011 - July 2014
IBM  May 2010 - June 2011
HBD, Inc. Pacific Concepts   January 2011 - May 2011
Waterra LLC   August 2010 - December 2010
Legum & Norman, Inc.   2010 - 2010
ALDO Group  November 2008 - December 2009
Aflac  May 2009 - August 2009

Education
University of North Carolina at Greensboro   2007 — 2011
Bachelor of Science, Marketing and Economics

Our Lady of Good Counsel High School   2003 — 2007

Jamie Weisman Jamie Weisman Washington D.C. Metro Area Details
Jamie Weisman's Chevy Chase Trust Experience May 2009 - Present
Job Compliance Officer at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust   May 2009 - Present
Chevy Chase Bank  February 2008 - May 2009

Skills
Wealth Management, Asset Managment, Investment Banking, Bloomberg, Financial Analysis, Fixed Income, Risk Management, Equities, Portfolio Management, Investments, Strategic Financial..., Banking

Education
University of Maryland University College   2011 — 2014
Masters of Science, Accounting and Financial Management

Salisbury University - Perdue School of Business   2005 — 2007
B.S., Finance, Concentration Financial Planning

College of Southern Maryland   2002 — 2005
Associates, Accounting

Jonathan Needham Jonathan Needham Berwyn, Illinois Details
Jonathan Needham's Chevy Chase Trust Experience July 2001 - April 2002
Job Financial Services Professional
Industry Financial Services
Experience
Legg Mason  July 2007 - July 2011
T. Rowe Price  May 2006 - August 2006
T. Rowe Price  November 2005 - May 2006
Merchants Bank and Trust  July 2005 - November 2005
Provident Bank  June 2002 - November 2004
Chevy Chase Trust   July 2001 - April 2002
United States Marine Corps  October 1996 - May 2001

Skills
Expense Budget..., Financial Reporting, Bloomberg Terminal, US GAAP reporting, Bond math, Knowledge of securities, Communication of ideas, Multi Tasking, Team Management

Education
Towson University   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Renee Dennis Renee Dennis United States Details
Renee Dennis's Chevy Chase Trust Experience 2007 - 2010
Job
Industry
Experience
QUADEL CONSULTING CORPORATION  2011 - 2013
Chevy Chase Trust   2007 - 2010
CSC - Computer Sciences Corporation  1999 - 2007
Bank of America  2002 - 2005
CSC  2001 - 2004
DuPont  1994 - 1999
DuPont  1994 - 1999

Education
University of Phoenix
B.S, Information Technology

Pitt Community College
A.A.S, Electronics Engineering Technology

Sean Brosnan Sean Brosnan Washington, District Of Columbia Details
Sean Brosnan's Chevy Chase Trust Experience December 2013 - March 2015
Job Client Account Analyst at Liquidity Services
Industry Logistics and Supply Chain
Experience
Liquidity Services  May 2015 - Present
Chevy Chase Trust   December 2013 - March 2015
BNY Mellon  January 2011 - December 2013

Skills
Microsoft Excel, Financial Analysis, Public Speaking, Data Analysis, Research, PowerPoint, Analysis, Finance, Financial Modeling, Financial Reporting

Education
University of Notre Dame   2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Japanese, 2.9

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