Commonwealth Trust Company

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Commonwealth Trust Company Employees

Employee
Years
Job
Industry
Angela Trandafir Angela Trandafir Greater Philadelphia Area Details
Angela Trandafir's Commonwealth Trust Company Experience September 2009 - October 2010
Job Senior Consultant at Optymyze
Industry Information Technology and Services
Experience
Optymyze  March 2011 - Present
Commonwealth Trust Company   September 2009 - October 2010
Jackson Hewitt  December 2007 - April 2009
WSFS Bank  2007 - 2007

Skills
Business Analysis, Financial Analysis, Accounting, Finance, Microsoft Excel, Sales Compensation, Analysis, Banking, Consulting, Customer Service, Process Improvement, Project Management, Requirements Analysis, Strategy, Tax, Management, Business Intelligence

Education
Wilmington University   2010 — 2012
Doctorate, Business Administration

Goldey-Beacom College   2006 — 2008
MBA, Financial Administration

   2001 — 2005
Bachelors, International Trade

Sundus Khawaja Sundus Khawaja Wilmington, Delaware Details
Sundus Khawaja's Commonwealth Trust Company Experience November 2012 - Present
Job Staff Accountant at Commonwealth Trust Company
Industry Banking
Experience
Commonwealth Trust Company   November 2012 - Present
Connolly Bove Lodge & Hutz LLP  June 2009 - October 2012
University of Delaware  February 2007 - May 2009
Padgett Business Services  February 2006 - January 2009
Unilever  July 2005 - September 2005

Skills
Accounts Payable, Payroll, Financial Statements, Invoicing, Tax Preparation, Finance, Corporate Tax, Tax, QuickBooks, Accounting, Account Reconciliation, General Ledger, Financial Reporting, Microsoft Excel, Due Diligence, Auditing, CPA, Internal Audit, Financial Analysis, Sarbanes-Oxley Act

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2009
Bachelor of Science (BS), Accounting

Islamia University, Bahawalpur   2003 — 2005
Bachelor of Commerce

Shannon O'Hanlon Shannon O'Hanlon Houston, Texas Area Details
Shannon O'Hanlon's Commonwealth Trust Company Experience February 2013 - June 2014
Job Accounting Professional
Industry Accounting
Experience
Weatherford  2014 - Present
Commonwealth Trust Company   February 2013 - June 2014
MDavis   August 2012 - October 2012
LT General Contracting   May 2011 - June 2012

Skills
Microsoft Office, Trust Services, PowerPoint, Financial Statements, Problem Solving, Communication, QuickBooks, Accounting, Financial Analysis, Invoicing, Payroll, Accounts Payable, Journal Entries, Accounts Receivable, Bookkeeping

Education
Neumann University   2009 — 2012
Bachelor of Science (BS), Accounting, 3.8 GPA

Jenina Smith Jenina Smith Greater Philadelphia Area Details
Jenina Smith's Commonwealth Trust Company Experience October 2012 - Present
Job Accountant at Commonwealth Trust Company
Industry Financial Services
Experience
Commonwealth Trust Company   October 2012 - Present
PNC Wealth Management  December 2009 - October 2012
PNC Global Investment Services  June 2007 - December 2009

Skills
Tax, Strategic Financial..., Leadership, Financial Services, Accounting, High Net Worth..., Financial Reporting, Tax Law, Income Tax, Finance, Account Reconciliation, Tax Advisory, Trusts, Financial Planners, Due Diligence, Financial Accounting, Tax Preparation, Tax Returns

Education
Widener University   2007 — 2008
Masters, Taxation and Financial Planning

Temple University   1999 — 2003
BBA, Business Law

Cody Snyder Cody Snyder Philadelphia, Pennsylvania Details
Cody Snyder's Commonwealth Trust Company Experience October 2013 - Present
Job Associate Trust Counsel
Industry Law Practice
Experience
Commonwealth Trust Company   October 2013 - Present
Pond Lehocky Stern Giordano  June 2013 - October 2013
Sidney L. Gold & Associates, P.C.   March 2011 - May 2013
Philadelphia Court of Common Pleas  May 2010 - August 2010
Pepper Hamilton LLP  October 2007 - August 2009

Skills
Legal Writing, Litigation, Trusts

Education
Temple University - James E. Beasley School of Law   2009 — 2012
Doctor of Law (J.D.)

Penn State University   2003 — 2007
Bachelor of Science (B.S.), Industrial and Organizational Psychology

Charley Ward Charley Ward Greater Philadelphia Area Details
Charley Ward's Commonwealth Trust Company Experience October 2014 - July 2015
Job Accountant
Industry Accounting
Experience
BNY Mellon  July 2015 - Present
Commonwealth Trust Company   October 2014 - July 2015
Commonwealth Trust Company   February 2013 - October 2014

Skills
CCH ProSystem fx, QuickBooks, Microsoft Excel, Accounting, Quality Assurance, Auditing, Financial Reporting, Financial Analysis, Access, Microsoft Office, PowerPoint, Microsoft Word, Internal Controls, GAAP, General Ledger, Financial Accounting, Payroll, Peachtree

Education
University of Delaware   2006 — 2010
Bachelors, Accounting

Mount Pleasant High School   2002 — 2006
Accounting and Business/Management

Julie Dubreuil Julie Dubreuil Greater Philadelphia Area Details
Julie Dubreuil's Commonwealth Trust Company Experience August 1982 - March 1989
Job Office Administrator at DLA Piper LLP (US)
Industry Law Practice
Experience
DLA Piper LLP (US)   March 2011 - Present
Edwards Angell Palmer & Dodge LLP  August 2004 - March 2011
Klehr Harrison Harvey Branzburg & Ellers LLP   November 1997 - August 2004
AMENT, LYNCH & CARR   May 1995 - November 1997
SUN COMPANY, INC  March 1989 - April 1995
Commonwealth Trust Company   August 1982 - March 1989

Skills
Office Administration, Office Management, Human Resources, Employee Relations, Administrative..., Microsoft Office, Microsoft Word, Records Management, Microsoft Excel, File Management, Litigation Support, Legal Assistance, Wordperfect, Outlook, Document Review, Paralegals, Legal Research, Legal Writing, Legal Compliance, Administrative..., WordPerfect

Education
Goldey-Beacom College   1980 — 1982

St. Mark's High School   1976 — 1980
Diploma

Brian T. Martin, MBA, CPA Brian T. Martin, MBA, CPA Greater Philadelphia Area Details
Brian T. Martin, MBA, CPA's Commonwealth Trust Company Experience June 2012 - August 2012
Job Controller
Industry Health, Wellness and Fitness
Experience
Laid Off - Unemployed  August 2015 - Present
WorkPRO Occupational & Employee Health   July 2014 - Present
Sabbatical  June 2014 - June 2014
Nannas, Haines & Schiavo, P. A.   December 2012 - May 2014
Commonwealth Trust Company   June 2012 - August 2012
CableNet Services Unlimited, Inc.   July 2007 - May 2011
Nannas, Haines & Schiavo, P.A.   October 2006 - June 2007
Sassi & Associates, CPA. P.A.   July 2001 - June 2006
Nannas, Haines & Schiavo, P.A.   February 1986 - May 2001

Skills
Tax, Financial Statements, Cash Management, Cash Flow, Financial Accounting, Financial Analysis, Variance Analysis, QuickBooks, Tax Accounting, Accruals, Tax Preparation, Accounts Payable, Cash Flow Forecasting, Accounts Receivable, Corporate Tax, Account Reconciliation, Bank Reconciliation, ADP Payroll, Payroll Taxes, Payroll Analysis, Tax Returns, Staff Mentor, Interdisciplinary..., Training, Reviews, Preparation for..., Controller, Month End Close, Year-end Close, Corporate Tax Planning, Personal Tax Planning, Accounting, Collaboration with tax..., Compilation Of..., Fixed Asset Depreciation, Fixed Asset Accounting, Problem Solving, Problem Analysis, Pro-active problem..., Creation of time saving..., Quicken, Microsoft Excel, Collaboration with..., Collaboration with..., Creative, 1099 Review, Invoicing, Journal Entries, Process Improvement, Bookkeeping

Education
University of Delaware   1983 — 1985
Master of Business Administration (MBA), Business Administration and Management, General

University of Delaware   1979 — 1983
Bachelor's degree, Accounting

Cindy (Fears) Fetterolf Cindy (Fears) Fetterolf Greater Philadelphia Area Details
Cindy (Fears) Fetterolf's Commonwealth Trust Company Experience June 1981 - June 1991
Job Accounting Supervisor at McCrone, Inc.
Industry Civil Engineering
Experience
McCrone, Inc.   June 1993 - Present
Valmar Ltd.   June 1992 - June 1993
Commonwealth Trust Company   June 1981 - June 1991
Cecil County Public Schools  June 1978 - August 1980

Skills
Accounting, General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Payroll, Forecasting, Access, Account Reconciliation, Cost Accounting, Project Accounting, Financial Statements, Budgets, Office Administration, Bank Reconciliation, Data Entry, Invoicing, Microsoft Excel, Microsoft Office, Customer Service

Education
Goldey Beacom College   1978 — 1981
Bachelor's degree, Accounting

Elkton High School   1974 — 1978
Graduate, Business

Elizabeth Verney Vannote Elizabeth Verney Vannote Wilmington, Delaware Details
Elizabeth Verney Vannote's Commonwealth Trust Company Experience January 2012 - May 2012
Job Delaware Fiduciary Legal Specialist
Industry Law Practice
Experience
UBS Trust Company, N.A.   February 2013 - September 2015
Commonwealth Trust Company   January 2012 - May 2012
Hinckley, Allen & Snyder LLP   June 2011 - August 2011
New Hampshire Attorney General: Department of Charitable Trusts   June 2010 - August 2010
La Comunidad Hispana  April 2008 - July 2009

Skills
Editing, Legal Writing, Trust analysis, Legal research, Nonprofits, Trusts, Policy Analysis, Spanish, Legal Research, Public Speaking, Courts, Legal Issues

Education
Boston University School of Law   2009 — 2012
JD

University of Pennsylvania   2003 — 2007
BA, Latin American & Latino Studies

St. George's School   1999 — 2002

Stephanie McNamara Stephanie McNamara Wilmington, Delaware Details
Stephanie McNamara's Commonwealth Trust Company Experience May 2013 - Present
Job Trust Administrator
Industry Real Estate
Experience
Commonwealth Trust Company   May 2013 - Present
Fameco Real Estate  February 2010 - May 2013
Drexelbrook Banquet   July 2004 - May 2008

Education
Penn State University   2004 — 2008
Bachelor of Arts (B.A.), Developmental and Child Psychology

Jeffrey Getty, JD, MS(Tax), CFP, AEP Jeffrey Getty, JD, MS(Tax), CFP, AEP Greater Pittsburgh Area Details
Jeffrey Getty, JD, MS(Tax), CFP, AEP's Commonwealth Trust Company Experience August 1996 - November 1997
Job Director Of Family Wealth Advisory Services
Industry Financial Services
Experience
KeyCorp  November 2011 - Present
Wells Fargo  August 2010 - October 2011
Monti, Thompson & Getty   July 2009 - August 2010
National City Bank  November 1997 - June 2009
NatCity Trust Company of Delaware   October 2003 - February 2008
Commonwealth Trust Company   August 1996 - November 1997

Skills
Trust Management, Wealth Preservation..., Wealth Management, Asset Protection, Investments, Private Banking, Family Business, Estate Planning, Private Equity, Business Tax Planning, Inheritance Tax Planning, Tax, Charitable Gift Planning, Trusts, Strategic Financial..., Wealth, Finance, High Net Worth..., Asset Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Planning

Education
Duquesne University   1998 — 2000
MS (Tax), Taxation

University of Pittsburgh School of Law   1993 — 1996
JD, Law

College of Charleston   1989 — 1993
BA, Political Science

North Hunterdon HS

North Hunterdon HS

Amanda Wooddell Wilhelm, CPA, MST Amanda Wooddell Wilhelm, CPA, MST Baltimore, Maryland Area Details
Amanda Wooddell Wilhelm, CPA, MST's Commonwealth Trust Company Experience September 2001 - September 2003
Job Tax Manager at SC&H Group
Industry Accounting
Experience
SC&H Group  June 2005 - Present
RBC Wealth Management - Estate and Trust Services   September 2003 - June 2005
Commonwealth Trust Company   September 2001 - September 2003

Skills
Income Tax, Estate Planning, Expatriate Tax, High Net Worth..., Private Foundations, Same-sex Couples Income..., CPA, Tax Accounting, Tax Research, Tax Returns, Trusts, Financial Statements, Tax Preparation, US Tax, Accounting, Corporate Tax, Financial Reporting

Education
University of Baltimore School of Law   2006 — 2008
Master's degree, Taxation

Wilmington University   1999 — 2002
Bachelor's degree, Accounting

Leigh Ann (Leigh Ann Shmidheiser) Moore Leigh Ann (Leigh Ann Shmidheiser) Moore King Of Prussia, Pennsylvania Details
Leigh Ann (Leigh Ann Shmidheiser) Moore's Commonwealth Trust Company Experience June 2013 - June 2014
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group  June 2014 - Present
Commonwealth Trust Company   June 2013 - June 2014
Kaolin Mushroom Farms, Inc.   July 2011 - November 2012
Robert Half Finance & Accounting  January 2012 - April 2012
Robert Half Finance & Accounting  January 2010 - July 2011
Mercer Advisors  May 2008 - July 2009
Belfint, Lyons & Shuman, P.A.   January 2006 - May 2006
Turner Investments, L.P.   September 2005 - December 2005

Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning

Education
Delaware County Community College   2014 — 2015
Certificate, Human Resource Management

Widener University   2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00

Widener University   2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA

Widener University   2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA

Stephen R. Hammond, J.D., LL.M. Stephen R. Hammond, J.D., LL.M. New York, New York Details
Stephen R. Hammond, J.D., LL.M.'s Commonwealth Trust Company Experience August 2011 - February 2014
Job Trust Director & Corporate Counsel at Landmark Fiduciary Management LLC
Industry Law Practice
Experience
Landmark Fiduciary Management LLC   September 2015 - Present
PNC Wealth Management  February 2014 - September 2015
Commonwealth Trust Company   August 2011 - February 2014
Florida Default Law Group, P.L.   May 2009 - February 2010
MTV International/MTV Latin America   May 2009 - August 2009
Vasallo Sloane, P.L.   May 2008 - July 2008

Skills
Estate Planning, Tax Law, Trusts, Estate Administration, Estate Tax Planning, Asset Protection, Corporate Law, Legal Issues, Trust Services, Elder Law, International Tax, Westlaw, Bankruptcy, Charitable Trusts, Legal Writing, Legal Research, Trials, Litigation, Tax, High Net Worth..., Wills, Corporate Governance, Legal Assistance, Commercial Litigation, Courts, Powers of Attorney, Appeals, Lexis

Education
University of Miami School of Law   2010 — 2011
LL.M., Taxation

University of Miami School of Law   2007 — 2010
Juris Doctorate - cum laude

Florida International University   2003 — 2007
Bachelor of Science, Criminal Justice - magna cum laude

Susan M. Boyer, CTFA Susan M. Boyer, CTFA Wilmington, Delaware Details
Susan M. Boyer, CTFA's Commonwealth Trust Company Experience September 2001 - February 2015
Job Client Service Advisor at Wilmington Trust
Industry Banking
Experience
Wilmington Trust  April 2015 - Present
Commonwealth Trust Company   September 2001 - February 2015
Gordon, Fournaris & Mammarella, P.A.   February 1997 - August 2001

Skills
Trust Services, High Net Worth..., Estate Planning, Trusts, Wealth Management..., Wills, Portfolio Management, Risk Management, Investments, Securities

Education
Cannon Financial Institute   2007 — 2012

Goldey Beacom College
B.S., Business Administration with a Concentration on Marketing Management

Cannon Financial Institute

Archmere Academy
High School

Michele Muldoon Michele Muldoon Wilmington, Delaware Details
Michele Muldoon's Commonwealth Trust Company Experience October 2007 - August 2009
Job Attorney at Estate and Elder Law Services
Industry Law Practice
Experience
Estate and Elder Law Services   May 2015 - Present
Law Office of Michele L. Muldoon   May 2010 - May 2015
Commonwealth Trust Company   October 2007 - August 2009

Skills
Wills, Trusts, Tax..., Probate, Estate..., Contracts, Small..., Wills, Estate Planning, Real Estate, Powers of Attorney, Trusts, Estate Administration, Legal Writing, Prenuptial Agreements, Estate Tax Planning, Business Transactions, High Net Worth..., Trust Services, Elder Law, Business Formation, Trust Management, Legal Research

Education
Villanova University School of Law   2001 — 2004
Juris Doctorate, Law

University of Delaware   1997 — 2001
B.A., English/Journalism

Charlie Horn Charlie Horn Greater Philadelphia Area Details
Charlie Horn's Commonwealth Trust Company Experience September 2012 - Present
Job Vice President of Trust Operations at Commonwealth Trust Company
Industry Banking
Experience
Commonwealth Trust Company   September 2012 - Present
JP Morgan  June 1989 - July 2012

Education
University of Pennsylvania - The Wharton School   1984 — 1988
B.S., Economics/Accounting

Robert Wolski Robert Wolski Greater Philadelphia Area Details
Robert Wolski's Commonwealth Trust Company Experience August 2015 - Present
Job Trust Administrator at Commonwealth Trust Company
Industry Banking
Experience
Commonwealth Trust Company   August 2015 - Present
Commonwealth Trust Company   July 2012 - August 2015
Commonwealth Trust Company   March 2011 - July 2012
GSI Commerce  August 2008 - August 2010
GSI Commerce  July 2006 - August 2008
GSI Commerce  September 2005 - July 2006
GSI Commerce  July 2004 - September 2005

Skills
Accounts Payable, Accounting, Invoicing, Financial Statements, Financial Analysis, Management, Account Reconciliation, Customer Service, Financial Reporting, Leadership

Education
Cannon Financial Institute   2014 — 2015

Neumann University   1999 — 2003
Bachelor, Business Administration

Matthew Rosin Matthew Rosin Greater Philadelphia Area Details
Matthew Rosin's Commonwealth Trust Company Experience 2009 - Present
Job Vice President of Legal Affairs at Commonwealth Trust Company
Industry Banking
Experience
Commonwealth Trust Company   2009 - Present

Skills
Trusts, Wealth Management, Estate Administration, High Net Worth..., Estate Tax Planning, Trust Services, Wills, Estate Planning, Charitable Trusts, Asset Protection, Estate Law, Trust Management, Tax Law

Education
New York University   1996 — 1997
Master of Laws (LL.M.) in Taxation

University of Florida - Fredric G. Levin College of Law   1995 — 1997
Doctor of Law (J.D.)

The Johns Hopkins University   1988 — 1992
Bachelor of Arts (B.A.), Political Science

Pine View   1978 — 1988

Brandon Gingery Brandon Gingery Wilmington, Delaware Details
Brandon Gingery's Commonwealth Trust Company Experience
Job Senior Trust Accountant at Commonwealth Trust Company
Industry Banking
Experience
Commonwealth Trust Company  

Skills
Financial Analysis, Finance, Financial Accounting, Account Reconciliation, Tax, Financial Reporting

Education
Lock Haven University of Pennsylvania   2003 — 2007
Bachelor of Science (BS), Accounting

Nicholas Mathewson Nicholas Mathewson Wilmington, Delaware Details
Nicholas Mathewson's Commonwealth Trust Company Experience September 2014 - Present
Job Trust Administrator Assistant at Commonwealth Trust Company
Industry Financial Services
Experience
Commonwealth Trust Company   September 2014 - Present
Flagship Credit Acceptance  August 2013 - September 2014
Five Below  September 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Work in A Fast Paced..., PowerPoint, Customer Service, Customer Satisfaction, Team-oriented, Dependable Team Player, Close Attention to..., Time Management, Outstanding time...

Education
Goldey Beacom College   2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Delaware Technical and Community College-Stanton-Wilmington   2007 — 2009