Commonwealth Trust Company
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25 Commonwealth Trust Company employees in database. Find out everything there's to know about Commonwealth Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Commonwealth Trust Company Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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