Fiduciary Trust Company
Fiduciary Trust Company International is a United States-based wealth management firm that provides investment management and wealth management services. It has served high-net-worth families, foundations, and endowments since 1931. CEO: John M. Dowd (Apr 2016–) Headquarters: United States of America Founded: 1931 Subsidiaries: FIDUCIARY INTERNATIONAL INC, Parent organization: Franklin Templeton Investments People also search for: FIDUCIARY INTERNATIONAL INC, Fiduciary Trust International of the South, U.S. Trust Company
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Fiduciary Trust Company Employees
Fiduciary Trust Company June 2010 - Present
Morgan Stanley June 2007 - October 2009
US Trust September 2000 - June 2007
United States Trust 2000 - 2007
Chemical Bank September 1988 - August 2000
Education
Fordham University
BS, Finance & Economics
Western Asset Management March 2015 - Present
EM+BRACE March 2015 - Present
Sequoyah School 2014 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 - Present
Western Asset Management August 2006 - March 2015
Citi 2002 - 2006
Fiduciary Trust Company 1999 - 2001
Global Emerging Markets Advisors, L.P. 1995 - 1999
UNDP September 1995 - December 1995
Skills
Fixed Income, Hedge Funds, Bloomberg, Emerging Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Financial Risk, Investments, Portfolio Management, Economics, Risk Management, Market Risk, Asset Allocation, Investment Management, Investment Strategies, Derivatives
Education
Columbia University - Columbia Business School 1995 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
Master's in International Affairs, Economic and Political Development
New York University - Leonard N. Stern School of Business 1985 — 1989
Bachelor of Science (BS)
Regis High School 1981 — 1985
Houzz June 2015 - Present
AT&T August 2014 - June 2015
AT&T September 2011 - August 2014
AT&T April 2011 - September 2011
Impact Performance Group July 2008 - September 2008
Fiduciary Trust Company May 2007 - September 2007
Skills
Account Management, Solution Selling, Telecommunications, CRM, Leadership, Management, Sales, Training, Direct Sales, Forecasting, Managed Services, Wireless, Unified Communications, Sales Process, VoIP, Sales Operations, B2B, Salesforce.com, Customer Retention, Selling, SaaS, Mobile Devices, Sales Management, Customer Satisfaction, Lead Generation, Negotiation, Cold Calling
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., Economics
Macquarie University 2008 — 2008
Study Abroad, Economics
London School of Economics and Political Science 2007 — 2007
Business Mathematics and Statistics
Fiduciary Trust Company July 2013 - Present
K2 Advisors July 2011 - July 2013
Commonwealth Financial Network June 2010 - June 2011
Skills
Alternative Investments, Bloomberg, PerTrac, Hedge Funds, Investment Research, Financial Analysis, Microsoft Excel, Investments, Investment Management, Mutual Funds, Asset Allocation, Asset Management
Education
Boston College 2007 — 2011
BS, Finance
Boston College - Carroll School of Management 2007 — 2011
BS, Finance
The Pettigrew Company August 1995 - Present
Allstate 1989 - 1995
Fiduciary Trust Company 1980 - 1987
Skills
Customer Service, Office Management, QuickBooks, Web Applications, Microsoft Excel, Microsoft Word, Travel Planning, Bookkeeping, Sales Order Processing, Tax Preparation
Education
Dean College 1975 — 1977
Associate's degree, Business Administration and Management, General
Bally Technologies March 2006 - Present
Parkview Taphouse October 2003 - March 2006
Fiduciary Trust Company September 2002 - October 2003
Skills
Accounting, Cognos, Variance Analysis, Internal Controls, Financial Reporting, Financial Forecasting, Fixed Assets, Finance, Sarbanes-Oxley, Financial Analysis, Consolidation, Sarbanes-Oxley Act, Account Reconciliation, Cash Flow, Process Improvement, Management, General Ledger, Cash Flow Forecasting, Financial Statements, Budgets, Journal Entries, Accounts Payable, Consolidated Financial..., Intercompany..., Analytics, Cost Accounting, SEC filings, Month End Close, Problem Solving, Bad Debt, Gross Deferred Profit, Corporate Finance, Lean Thinking, Kaizen
Education
Northeastern University 1998 — 2002
BSC, Accounting, Magna Cum Laude
Kaplan
IFRS Certificate
EmblemHealth July 2014 - February 2015
Polen Capital Management November 2011 - February 2012
Prudential Financial Services January 2011 - July 2011
Franklin Templeton Investments January 2002 - September 2009
Fiduciary Trust Company May 1985 - January 2002
Skills
Equities, FX Options, Investment Banking, Bonds, Settlement, Account Reconciliation, International Trade, Bloomberg, Investments, Fixed Income, Mutual Funds, Portfolio Management, Finance, Securities
Education
LaGuardia Community College 1988 — 1990
Associate of Science (AS), Computer Science and programming
Tax Services October 2012 - Present
BCRS Associates LLC February 2008 - October 2012
Fiduciary Trust Company December 2005 - December 2007
Consulting May 2004 - November 2005
MERRILL LYNCH TRUST COMPANY November 2001 - May 2004
AMPER EISNER fka AMPER POLITZINER & MATTIA, CPA’s August 2000 - August 2001
ROBERT LAWRENCE GAYNOR, Attorneys at Law October 1999 - July 2000
Skills
Tax, Estate Planning, Tax Law, Corporate Tax, Estate Tax Planning, Tax Accounting, Trusts, Tax Preparation, Wills, Accounting, High Net Worth..., Financial Analysis, Financial Reporting, Finance, Tax Returns, Property Tax, Sales Tax, Gift Tax, GAAP, Financial Planners, Tax Research
Education
Villanova University School of Law 1998 — 1999
MS in Taxation, Tax
New York Law School 1993 — 1996
Juris Doctor, Law
Montclair State University 1990 — 1993
Bachelor of Arts (B.A.), Hstory, College
The Frisch School 1984 — 1988
High School Diploma
New Jersey City University
Fiduciary Trust Company October 2013 - Present
Franklin Templeton Investments September 2007 - October 2013
Fiduciary Trust Company September 2006 - September 2007
Fiduciary Trust Company September 2002 - September 2006
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Bloomberg, Investments, Series 63, Wealth Management, Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Equity Research, Financial Modeling, Capital Markets, Investment Management, Private Banking, Wealth Management..., Asset Management
Education
Baruch College 2012 — 2013
Master of Science (M.S.), Executive Degree in Finance, Valedictorian
Boston University 2007 — 2009
Certificate in Financial Planning
Texas Christian University 1994 — 1999
Bachelor of Fine Arts (B.F.A.), Musical Theatre
Formerly at Seix Investment Advisors LLC 2010 - 2015
Nomura Asset Management U.S.A. Inc. 2006 - 2010
Franklin Templeton Portfolio Advisors 2001 - 2004
Fiduciary Trust Company 1998 - 2001
Salomon Smith Barney 1994 - 1998
Bankers Trust (BT Securities) 1993 - 1994
Merrill Lynch & Co. 1987 - 1993
Merrill Lynch & Co. 1984 - 1985
Skills
Sales Management, Public Plans, Consultant Relations, Corporate Plans, Foundations and..., Taft-Hartley, Insurance Portfolios, Fixed Income, High Yield, Bank Loans and CLOs, Equities, Asset Managment, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Derivatives, Asset Management, 401k
Education
Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
California State University-Long Beach 1979 — 1983
Bachelor of Science (BS), Accounting
Woodrow Wilson High School - Long Beach 1976 — 1979
Il Bello Italian Favors August 2006 - Present
Fiduciary Trust Company 1995 - 2004
Skills
Microsoft Office, Party Favors, Customer Service, Wedding Favours, Wedding Planning, PowerPoint, Gifts, Weddings, Anniversaries, Italian, Microsoft Excel, Event Planning, Occasions, Floral Design, Special Event, Microsoft Word, Dinners, Receptions, Private Events, Parties, Holidays, Event Management, Management, Italian Wedding Favors, Italian Favors for all..., Italian Favors, Bomboniere, Christening Favors, Anniversary Favors, Wedding Favors, Communion/Confirmation..., Marketing, Corporate Events, Sales, Quickbooks, Budgets, E-commerce SEO, Spanish
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
Management Leadership for Tomorrow (MLT) June 2015 - Present
Sponsors for Educational Opportunity March 2015 - Present
Fiduciary Trust Company June 2015 - August 2015
MetLife June 2014 - August 2014
INROADS 2014 - 2014
PwC Impact Program March 2012 - May 2013
Bryant University Summer Accounting Program (PwC) July 2012 - July 2012
Youth Enrichment Services March 2012 - June 2012
Education
Hamilton College 2013 — 2017
Bachelor of Arts (BA), Classics
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness
SunGard 2011 - 2014
SunGard 2003 - 2011
SunGard 1998 - 2003
SunGard 1994 - 1998
Fiduciary Trust Company 1991 - 1994
Fiduciary Trust Company 1988 - 1991
Skills
Business Requirements, Securities, Business Analysis, Securities Lending, Collateral Management, Analysis, Project Management, Information Systems, Business Process..., Requirements Analysis, Business Systems..., Business Systems..., Business Intelligence, System Integrators, Testing, SDLC, Requirements Gathering, Software Project..., Management, Systems Analysis, Equities, Bonds, Product Management, Quality Assurance, Leadership, UML, Agile Methodologies, Microsoft Office, Visio, Customer Relations, CRM, Microsoft Project, PowerPoint, Financial Services, Capital Markets, Integration
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.), Management, Information Systems
New York University - Leonard N. Stern School of Business 1985 — 1988
Bachelor's Degree, Finance, International Business
NYU Hospital for Joint Diseases November 2014 - Present
Sanford Brown Institute February 2014 - July 2014
Physical Rehabilitation Consultants, Inc September 2013 - February 2014
Fiduciary Trust Company October 2012 - March 2013
Fiduciary Trust Company June 2004 - October 2012
Fiduciary Trust Company February 2001 - June 2004
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, Lotus Notes, Charles River IMS, Global Plus, Project Management, Customer Service, Process Improvement, Procedure Development, Strategic Planning, Performance Appraisal, Document Review, Document Imaging
Education
Sanford-Brown Institute-New York
Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
CUNY New York City College of Technology 2013 — 2013
Education/Teaching of Individuals Who are Developmentally Delayed
Kingsborough Community College 2000 — 2002
Associate of Science (A.S.), Biology/Biological Sciences, General
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
R.F. Lafferty April 2010 - Present
Fiduciary Trust Company December 1997 - March 2010
Midwood Securities, Inc. November 1996 - May 1997
MDS Securities June 1996 - October 1996
Chemical Investor Services November 1993 - November 1995
Wall Street Investor Services April 1990 - November 1993
Royal/Grimm & Davis December 1984 - April 1990
NYC Board of Education September 1983 - June 1984
Skills
Securities, Trading, Series 7, Investments, Equities, Options, Financial Markets, Fixed Income, Microsoft Office, Microsoft Excel, Trading Systems
Education
Brooklyn College 1979 — 1983
Bachelor's degree, Education
SUNY Cortland 1978 — 1979
Physical Education Teaching and Coaching
Fiduciary Trust Company January 2013 - Present
Brown Brothers Harriman March 2012 - November 2012
Greenberg Traurig LLP June 2004 - June 2011
Siemens Corporation February 2001 - June 2004
Tyco International Ltd January 2000 - December 2000
Brock, Fensterstock, Silverstein, McAuliffe & Wade, LLC January 1997 - December 1999
Skills
Outlook, Editing, Administrative..., Microsoft Word, Administration, Windows 7, Legal Writing, Microsoft Office, Time Management, Administrative..., Management, Microsoft Excel, Legal Research
Education
Berkeley College
Stingray Capital, Inc 1991 - Present
Wilkinson and Hottinger, Inc. 1986 - 1990
Hottinger & Cie 1984 - 1986
Fiduciary Trust Company 1977 - 1984
Chase Manhattan Corporation 1972 - 1975
Skills
Investments, Asset Managment, Hedge Funds, speak Russian and French, Strategic Planning, Start-ups, Asset Management, Portfolio Management, Mergers & Acquisitions, Valuation, Venture Capital, Due Diligence, Private Equity, Emerging Markets, Equity Research, Investment Banking, Asset Allocation, Securities
Education
Pace University - Lubin School of Business 1975 — 1977
MBA, Finance
Hamilton College 1968 — 1972
BA, Art History
St George's School 1964 — 1968
Fiduciary Trust Company January 2013 - Present
St. Bartholomew's Church February 2008 - June 2010
Fiduciary Trust Company January 2007 - February 2008
JPMorgan Chase August 2005 - January 2007
JPMorgan Chase May 1999 - August 2005
Skills
Fundraising, Non-profits, Event Management, Analysis, Grants, Microsoft Word, Asset Management, Leadership, Volunteer Management, Planned Giving, Project Management, Portfolio Management, Nonprofits, Community Outreach, Organizational..., Estate Planning, Data Analysis, Editing, Management, Strategic Financial..., Program Development, Customer Service, High Net Worth..., Wealth Management..., Investment Management, Asset Allocation, Financial Services, Wealth Management, Financial Analysis, Event Planning, Social Media, Research, Investments
Education
Bryn Mawr College 1995 — 1999
AB
New York University
Huntington National Bank July 2014 - Present
Oakbrook Solutions December 2013 - July 2014
First Republic Trust Company - First Republic Bank January 2012 - August 2012
Regions Bank March 2009 - June 2010
BB&T - Institutional Trust Services January 2006 - February 2009
BB&T December 2002 - January 2006
RBC August 2001 - December 2002
Investors Bank and Trust Company May 1998 - July 2001
Fiduciary Trust Company July 1987 - April 1998
Skills
Series 63, Series 6, Securities, Mutual Funds, Bonds, Wealth Management, Banking, Investment Management, Loans, Private Banking, Asset Managment, Commercial Lending, Fixed Income, Investments, Cash Management, Credit, Credit Risk, Financial Risk, Commercial Banking, Finance, Risk Management, Asset Management
Education
Cannon Trust School 2004 — 2005
Trust Certificate - Level I, Trust
University of New Haven 1996 — 1998
MBA, Business
Jacksonville University 1977 — 1981
BS, Economics
NASD Series 6 & 63
Mutual Fund License, NASD
Fiduciary Trust Company of New England 2014 - Present
Fiduciary Trust Company 1990 - Present
Skills
Investment Management, Portfolio Management, Equities, Fixed Income, Alternative Investments, Trust Management, Chartered Financial..., Asset Allocation, GIPS Compliance, Wealth Management, Asset Management, Investments, Securities, Mutual Funds, Financial Planning, Private Equity, Financial Modeling
Education
Northeastern University 1985 — 1990
Bachelor of Science (BS), Finance
Fiduciary Trust Company May 1981 - Present
Perkins School for the Blind 2002 - 2014
Palmer & Dodge September 1976 - April 1981
Skills
Investment Management, Financial Analysis, Investments, Portfolio Management, Equities, Financial Services, Asset Management, Wealth Management, Alternative Investments, Mutual Funds, Fundraising, Nonprofits, Hedge Funds, Public Speaking
Education
Boston University 1982 — 1985
LL.M, Tax
Exeter University 1971 — 1974
LL.B
Whittier Trust Company August 2013 - Present
Clark & Trevithick June 2005 - August 2013
Fiduciary Trust Company June 2003 - June 2005
Skills
Estate Planning, Real Estate Economics, Trusts, Real Estate Transactions, Corporate Tax, Estate Tax Planning
Education
Loyola Law School, Los Angeles
University of Southern California
Masters in Business Taxation
University of the Pacific
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
AM Global Family Investment Office June 2012 - Present
GenSpring Family Offices February 2008 - May 2012
Franklin Templeton Investments 2004 - 2007
Fiduciary Trust Company 2000 - 2004
Education
Florida State University 1987 — 1991
Bachelor of Arts (B.A.)
Florida Atlantic University
Hoffman Law PLLC March 2015 - Present
Hoffman Luque LLP November 2013 - March 2015
Kopel & Spinner September 2012 - September 2013
Brooklyn Law School January 2012 - June 2012
Brooklyn Law School August 2009 - June 2012
Fiduciary Trust Company June 2010 - April 2012
Brooklyn Law School Mediation Clinic September 2010 - December 2010
Nicoletti Hornig & Sweeney June 2008 - July 2009
SCORE! Educational Centers June 2006 - August 2007
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Litigation, Intellectual Property, Copyright Law, Lexis, Mediation, Corporate Law, Trademarks, Trusts, Licensing, Trials, Legal Advice, Due Diligence, Entertainment Law, Legal Issues
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Law
Dickinson College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Rockefeller & Co., Inc. July 2012 - Present
Merrill Lynch February 2012 - December 2012
Fiduciary Trust Company June 2011 - August 2011
Franklin Templeton Investments June 2011 - August 2011
Sage Capital Management LLC June 2010 - August 2010
Amlon Resources Group LLC June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Equities, Investment Management, Wealth Management, Asset Management, Hedge Funds, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Allocation, Bloomberg Terminal
Education
New York University 2009 — 2012
BA, Economics, Business
Franklin Templeton Investments December 2001 - April 2004
Fiduciary Trust Company June 1999 - December 2001
Bear Stearns March 1994 - December 1997
Skills
Seminar Speaker, Online Marketing, Social Media, Public Speaking, SEO, Social Media Marketing, Public Relations, Mentoring, Online Advertising, Consulting, Motivational Speaking, Social Networking, Leadership, Marketing, Management, Sales, Facebook, Entrepreneurship, New Business Development, Creative Direction, Leadership Development, Coaching, Event Planning, Time Management, Fundraising, Team Building, Advertising, Blogging, Editing, Email Marketing, Newsletters, Interviews, Marketing Communications, Publishing, Web Design, Creative Writing, Copywriting, Content Development, Presentation Coaching, Event Management, Corporate Communications, Press Releases, Web Content, Content Management, Speech Writing, WordPress, Copy Editing, Website Development, Brand Development, Media Relations
Education
New York University 2000 — 2000
Certificate in Web Producing, Design, Digital Arts
Wood-Tobe Coburn Business School 1992 — 1993
Business, computer programming, business writing
Bloomberg Intelligence 2013 - Present
Lord Abbett 2006 - 2013
Fiduciary Trust Company 2004 - 2006
Deutsche Asset Management 2000 - 2004
S&P 1999 - 2000
UBS Investment Bank 1996 - 1999
JP Morgan Chase 1992 - 1996
WFUV 1988 - 1992
Skills
Valuation, Equities, Credit, Hedge Funds, Investment Banking, Capital Markets, Equity Research, Mutual Funds, Bloomberg, Alternative Investments, Portfolio Management, Fixed Income, Equity Valuation, Finance, Financial Modeling, Derivatives, Investments, Investment Management, Series 7, Investment Strategies, Asset Managment, Asset Allocation, Securities, Chartered Financial..., Financial Services, Leadership, Asset Management, Due Diligence, Trading
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Fordham University 1988 — 1992
Bachelor of Arts (BA)
Xavier High School 1984 — 1988
Northeastern University February 2014 - Present
Northeastern University November 2002 - January 2014
Fiduciary Trust Company 2001 - 2002
Brandeis University 2000 - 2001
Abt Associates January 1998 - August 2000
Skills
Career Counseling, Career Development, Job Search Strategies, Job Search, Cover Letters, Resume Writing, Mock Interviews, Interview Coaching, Networking Strategies, Interview Preparation, Social Media, Editing, Twitter, Facebook, LinkedIn, Blogging, Written & Oral..., Job Coaching, Career Exploration, MBTI, Career Assessment, Program Development, Public Speaking, Strong Interest..., Teaching, Career Services, Student Development, Career Advising, Recruiting, Campbell's Inventory &..., Graduate School Advising, Higher Education
Education
Boston College 2000 — 2001
Master of Arts (MA), Higher Education Administration
Brandeis University 1993 — 1997
Bachelor of Arts (BA), American Studies
Cambridge Rindge and Latin School
Diploma
Domestic engineer since 1989 July 1989 - Present
Cantor Fitzgerald 1981 - 1989
Fiduciary Trust Company 1978 - 1980
Drexel Burnham Lambert 1977 - 1978
Weeden & Co. 1976 - 1977
Skills
Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Event Planning, Leadership, Social Media, Time Management, Marketing, Financial Analysis
Education
Kingsborough Community College 1975 — 1976
Liberal Arts and Sciences, General Studies and Humanities
Booklyn Technical High School 1971 — 1975
Chemistry Major
Baruch College
liberal arts
California State University-Northridge
Real Estate
Eze Castle Integration December 2010 - Present
Fiduciary Trust Company April 2001 - January 2011
ONEWORLD Software Solutions July 2000 - February 2001
Logistic Systems September 1998 - April 2000
Skills
Cross-functional Team..., Project Management, Business Development, Leadership, Analysis, Software Development, Strategic Planning, Market Research, Training, Team Building, Business Planning, Proposal Writing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA, Finance
University of New Hampshire 1994 — 1998
Environmental Science
TradeStation Securities July 2009 - Present
Fiduciary Trust Company 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Series 7, Series 63, Asset Managment, Financial Services, Microsoft Excel, Marketing, Finance
Education
Florida State University - College of Business 2002 — 2006
B.S., Marketing, Finance
Thomas Anthony Pappas Charitable Foundation, Inc 2009 - Present
Fiduciary Trust Company 1998 - 2006
Education
Northeastern University School of Law 1992 — 1994
Doctor of Law (JD)
Northeastern University 1986 — 1987
Master's degree in Justice
Wheaton College (MA) 1982 — 1986
Boston Private June 2010 - Present
Fiduciary Trust Company February 2005 - January 2010
Atlantic Trust formerly Pell Rudman November 1985 - November 2002
Skills
Marketing Communications, Market Research, Competitive Analysis, Brand Management, Event Planning, Product Development, Project Management, Mutual Funds, Portfolio Management, Financial Services, Wealth Management, Marketing Strategy, Strategic Planning, Relationship Management, Investments, Series 7, Asset Managment, Investment Management, Equities, Alternative Investments
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Business
Lesley University 1974 — 1978
BS, Education
Weil Gotshal and Manges May 2014 - Present
Fried Frank October 2012 - May 2014
Extrovertic April 2011 - October 2012
KPMG LLP January 2007 - April 2011
Time Inc December 2002 - January 2007
Gruner & Jahr April 2001 - January 2002
Fiduciary Trust Company June 2000 - April 2001
Skills
Microsoft Office, Program Management, Analysis, MS Project, Metrics Analysis, Project Implementation, Project Execution, Marketing Communications, Marketing Strategy, Direct Marketing, CRM software, Excel, Access, Database Marketing, Relational Databases, Database Design, Marketing, Outsourcing, MIS, Integrated Marketing, Analytics, Email Marketing, Market Research, Segmentation, Relationship Marketing, Multi-channel Marketing, Data Analysis, Direct Mail, CRM, Digital Strategy, Project Management, Microsoft Excel, Advertising, B2B Marketing, Digital Marketing, Online Advertising, Customer Acquisition, Social Media, Brand Development, Strategic Partnerships, Online Marketing, Competitive Analysis
Education
Lafayette College 1996 — 2000
BA, International Affairs/ French
Far Hills Country Day School
The Pingry School
High School, All
Houlihan Lawrence April 2014 - Present
JPMorgan Chase May 2013 - January 2014
Chase June 2012 - May 2013
Deutsche Bank March 2010 - August 2011
Donaldson, Lufkin & Jenrette June 1999 - February 2000
Fiduciary Trust Company September 1998 - June 1999
Bankers Trust Company June 1997 - August 1998
Bankers Trust Company May 1995 - May 1997
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Private Equity, Investments, Fixed Income, Banking, Financial Services, Trading, Credit, Relationship Management, Investment Management, Cash Management, Private Banking, Real Estate, Advertising, Marketing, Account Management, Commercial Banking, Investor Relations, New Business Development, Marketing Strategy, Recruiting, Asset Managment, Sales
Education
New York University 1995 — 1997
Bachelor's degree, Economics
Citizens Bank March 2010 - Present
Fiduciary Trust Company 1986 - 1989
Skills
Banking
Education
University of Massachusetts at Amherst - Isenberg School of Management 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Societe Generale March 2012 - Present
SGCIB April 2006 - March 2012
Fiduciary Trust Company June 2003 - April 2006
Education
Baruch College 2000 — 2003
Bachelors of Business Administration, Finance
Lotz Household 2002 - Present
Fiduciary Trust Company April 1998 - August 2002
Bank Of New York May 1997 - April 1998
Chase Manhattan Bank January 1992 - May 1997
Education
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Finance, General
UBS AG January 2007 - Present
UBS Investment Bank 2000 - Present
PEROT / UBS AG January 2002 - August 2007
PEROT / UBS AG March 2000 - December 2006
PEROT / UBS AG March 2000 - January 2002
Standard & Poor's October 1997 - March 2000
THOMSON FINANCIAL SERVICES October 1994 - October 1997
Knight Ridder Financial January 1993 - October 1994
Dow Jones Telerate November 1987 - January 1993
FIDUCIARY TRUST COMPANY March 1987 - November 1987
Skills
Market Data, Bloomberg, Equities, Offshoring, Trading Systems, Fixed Income, Financial Services, VAR, Reference Data, Securities, Business Analysis, Vendor Management, Bloomberg Terminal, Trading, Budgets, Management, Sales, Microsoft Excel, Investment Banking, Portfolio Management
Education
Pace University 1992 — 1996
MBA, Finance
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
State University of New York College at Oswego 1981 — 1985
BA, Economics
State University of New York College at Oswego 1981 — 1985
BA, Economics
McKinsey & Company December 2010 - January 2015
Citco Fund Services May 2010 - December 2010
The Tuttle Agency April 2008 - January 2010
CTPartners October 2006 - September 2007
Fiduciary Trust Company May 2005 - October 2005
Skills
Human Resources, Management, Customer Service, Public Speaking, Microsoft Office, Recruiting, Leadership, Nonprofits, Strategic Planning, Performing Arts, Organizational..., Social Media, Administrative...
Education
Indiana University Bloomington 1997 — 2003
MM, Voice
Texas Tech University 1992 — 1996
Bachelor of Music, Voice
Photographer January 2013 - Present
Private Investor August 2003 - Present
Saxon Woods Advisors 2001 - 2003
Fiduciary Trust Company 1999 - 2001
Evergreen Funds March 1993 - August 1999
Financial Data Systems 1990 - 1993
Value Line 1987 - 1989
Salomon Brothers 1981 - 1984
Pan American World Airways 1979 - 1981
Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Massachusetts Institute of Technology 1973 — 1977
BS, Computer Science
Fiduciary Trust Company Associate AttorneyDebevoise & PlimptonMarch 1988 - February 1994
Law Offices of Edward S. Schlesinger September 1978 - January 1988
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Equities, Asset Allocation, Investment Management, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Securities, Investment Advisory, Mutual Funds, Valuation, Investment Strategies, Bloomberg, Capital Markets, Due Diligence
Education
Brooklyn Law School 1981 — 1985
Doctor of Law (JD)
Mount Holyoke College 1973 — 1978
Bachelor of Arts (BA), Political Science and Government
Fiduciary Trust Company September 1998 - Present
Education
Harvard University
Bachelor’s Degree, Psychology
PwC July 2014 - Present
PwC July 2011 - July 2014
PwC July 2008 - June 2011
PwC January 2006 - June 2008
PwC June 2005 - August 2005
The Gillette Company June 2004 - May 2005
New England Patriots June 2003 - December 2003
Fiduciary Trust Company September 2002 - December 2002
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Private Equity, Assurance, External Audit, Valuation
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
Master of Science (MS), Accounting
Northeastern University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
Perseus Corp October 2013 - Present
Tharsis Advisors January 2009 - October 2013
Tippl Inc. January 2012 - September 2013
Sarkissian Mason January 2010 - October 2011
TD Securities 2004 - 2007
TD Securities 2002 - 2004
American Express 2000 - 2002
Fiduciary Trust Company 1998 - 2000
Skills
Business Development, New Business Development, Strategy, Strategic Sales, Sales, Sales Prospecting, Financial Technology, Network Infrastructure, Market Structure, High Frequency Trading, Electronic Trading, Low Latency Trading, Trading Systems, Global Account..., Submarine Cables, Microwave Systems, Telecommunications, Start-ups, Generating Revenue, Entrepreneurship, Mergers & Acquisitions, Financial Modeling, Business Strategy, Management, Competitive Analysis, Leadership, Corporate Development, Management Consulting, Analytics, Digital Media, Financial Analysis, Finance, Mobile Technology, Consulting, Investment Banking, Digital Marketing, Monetization, Corporate Finance, Business Planning, Strategic Partnerships, Strategic Consulting, Team Building, Analysis, Portfolio Management, Leveraged Finance, Cross-functional Team..., Executive Management, Strategic Analysis, Inside Sales
Education
Manhattan College 1994 — 1998
BS, Economics
Manhattan College 1994 — 1998
BS, International Business
Xavier High School 1990 — 1994
Fiduciary Trust Company January 2012 - Present
Edwards Wildman Palmer LLP October 2010 - December 2011
KAF Financial Group November 2009 - October 2010
Ropes & Gray LLP November 1999 - November 2009
Skills
Enrolled Agent, Tax Services for High...
Education
Northeastern University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
Wilmington Trust, N.A. an M&T Company January 2015 - Present
Fiduciary Trust Company November 2012 - June 2014
Brown Brothers Harriman February 2010 - June 2012
JP Morgan Private Bank September 2006 - January 2010
Citizens Bank November 1989 - August 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Financial Analysis, Risk Management, Alternative Investments, Series 7, Wealth Management, Fixed Income, Financial Services, Asset Management, Equities, Investments
Education
Boston College 1978 — 1982
Bachelor's degree, Political Science and Government
Archbishop Williams High School 1974 — 1978
McDermott Will & Emery LLP October 2012 - December 2014
U.S. House of Representatives June 2008 - August 2008
Fiduciary Trust Company June 2007 - August 2007
Skills
Litigation, Westlaw, Appeals, Courts, Mediation, Mergers & Acquisitions, Employment Law, Trials, Private Equity, Legal Assistance, Lexis, Criminal Law, Administrative Law, Public Policy, Venture Capital
Education
Cornell Law School 2009 — 2012
Doctor of Law (J.D.)
Northwestern University 2005 — 2009
Bachelor of Science (B.S.), Political Science and Government, Business Institutions
PS Business Management LLC January 2015 - Present
Fiduciary Trust Company July 2010 - December 2014
Merrill Lynch October 2008 - April 2010
WFUV May 2008 - December 2008
Skills
Series 7, Financial Analysis, Personal Financial..., Portfolio Management, Personal Trust..., Company Valuation, Options, Insurance, Financial Markets, Derivatives, Alternative Investments, Securities, Investment Management, Financial Services, Wealth Management
Education
Fordham University
B.S, Finance and Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance and Financial Management Services, summa cum laude
First Investors Corporation 2004 - 2009
Fiduciary Trust Company 1997 - 2003
Education
Boston College
Bachelor of Arts (B.A.)
Pace University School of Law
Doctor of Law (JD)
JPMorgan Chase July 2014 - Present
JPMorgan Chase & Co. September 2012 - July 2014
Citi December 2010 - November 2012
Citigroup December 2005 - December 2010
US Army 1983 - 2006
Citi June 2004 - December 2005
Citi October 1999 - June 2004
Bear Stearns March 1994 - October 1999
Fiduciary Trust Company November 1989 - March 1994
Skills
Internal Audit, Auditing, Risk Assessment, Anti Money Laundering, Internal Controls, Risk Management, Quality Assurance, Financial Services, Financial Risk, Quality Control, Investigation, Analytical Skills, Operations Management, Test Planning, Army, Banking, Security Clearance, Management, Testing, Business Process..., Corporate Trust, Capital Markets, Operational Risk..., Securities, Veterans, Due Diligence, Enterprise Risk..., Leadership, Operational Risk, FINRA, KYC, Risk Based Inspection, Depositary Operations
Education
City University of New York-College of Staten Island 1982 — 1986
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Capella University
Business Administration and Management, General
Seven Pillars Institute for Global Finance and Ethics June 2010 - Present
Queen Mary University of London January 2015 - Present
Integtree: Ethics, Compliance & Sustainability Consulting 2014 - Present
Seven Pillars Consulting 2001 - Present
University of Kansas September 2006 - February 2014
Merrill Lynch 1992 - 2002
Fiduciary Trust Company 1990 - 1992
James Capel, Inc 1988 - 1990
James Capel (Far East) Ltd. 1986 - 1988
Skills
Equities, Financial Modeling, Hedge Funds, Research, Portfolio Management, Financial Analysis, Public Speaking, Teaching, Writing, Policy, Economics, Valuation, Investment Strategies, Investments, Analysis, Management, Microsoft Excel, Entrepreneurship, Asset Management, Bloomberg, Excel, Word, PowerPoint, Business Strategy, Ability in the Abstract, Microsoft Word, Marketing, Nonprofits, Statistics, Finance, Mutual Funds, Community Outreach, Coaching, Thought Leadership
Education
Oxford University 1984 — 1986
M.Phil., Management Studies
The University of Kansas 2003 — 2009
Ph.D., Philosophy
University of Kansas 2003 — 2007
MA, Philosophy
New York University 1994 — 1998
MA, Liberal Studies
City University London 1979 — 1981
B.Sc., Systems and Management
P&F Industries, Inc. August 2012 - Present
Garden City Group April 2004 - September 2007
Fiduciary Trust Company June 2001 - March 2004
Morgan Stanley February 1999 - June 2001
Landesbank Hessen Thuringen ("Helaba") August 1995 - February 1999
Skills
Administrative..., Executive..., Microsoft Office, Financial Reporting, Payroll, Bookkeeping, Microsoft Word, Administrative..., Performance Measurement, Marketing, Sales
Education
Adelphi University 1991 — 1995
Bachelor of Business Administration (BBA)
Lycee Francais de New York 1978 — 1991
Pre-Baccalaureate
Bertone Piccini LLP September 2013 - Present
Bertone Piccini LLP June 2012 - September 2013
BMW of North America, LLC May 2011 - August 2011
BMW of North America, LLC November 2009 - August 2010
Fiduciary Trust Company June 2008 - August 2008
Pearson June 2007 - January 2008
Skills
PowerPoint, Legal Writing, Legal Research, Westlaw, Public Speaking, Research, Microsoft Office, Strategy, Civil Litigation, Commercial Litigation
Education
New York Law School 2010 — 2013
Doctor of Law (J.D.)
University of Delaware 2005 — 2009
B.A., English, Economics
Vining Sparks, IBG February 2014 - Present
Fiduciary Trust Company June 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Photoshop, Teamwork, Customer Service, Event Planning, English, Team Leadership, Economics, Financial Analysis, Financial Modeling, Bloomberg
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Businees Entrepreneurhsip and Organizations - Business Economics
Germantown High School 2005 — 2009
Honors, 4.4 GPA
Fiduciary Trust Company April 2015 - Present
Fidelity Investments November 2013 - Present
Morgan Stanley Smith Barney May 2008 - October 2013
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Bachelor's, Finance
Fiduciary Trust Company May 2008 - Present
State Street December 2006 - May 2008
BNY Mellon May 1999 - December 2006
State Street March 1995 - May 1999
Skills
Equities, Relationship Management, Alternative Investments, Fixed Income, Wealth, CRM, Mutual Funds, Portfolio Management, Investment Management, Financial Services, Asset Management, Investments, Wealth Management, Hedge Funds
Education
Boston University
B.A., History - College of Arts and Sciences
Boston University
Program for Financial Planners
New England School of Banking at Williams College
Trust Banking
Worcester Academy
Fiduciary Trust Company October 2011 - Present
Grey Group January 2011 - October 2011
The Orchard May 2009 - August 2009
Atlantic Records January 2009 - May 2009
New York Law School, Institute for Information Law and Policy August 2008 - May 2009
Defiance Entertainment May 2008 - August 2008
Kings County District Attorneys Office May 2007 - August 2007
Mark Levy and Associates May 2006 - August 2006
Skills
Marketing, Legal Issues
Education
New York Law School 2007 — 2010
JD
Indiana University Bloomington 2003 — 2007
B.A., Telecommunications, Minors: Business, Gender Studies
MUFG in the Americas - Bank of Tokyo-Misubishi UFJ (BTMU) August 2015 - Present
RBC March 2011 - May 2011
HSBC Securities - Network and Company August 2010 - March 2011
Barclays Capital - Staffmark May 2010 - August 2010
Fortis Bank - TTI of USA January 2009 - May 2010
BPD Bank February 2007 - October 2008
HSBC June 2006 - January 2007
HSH Nordbank May 2005 - August 2005
WestLB - Portigon AG September 1992 - December 2004
Fiduciary Trust Company 1989 - 1992
Skills
Back Office, FX Options, Fixed Income, Banking, Account Reconciliation, Bloomberg, Securities, Financial Risk, Settlement, Risk Management, Derivatives, Capital Markets, Swaps, Middle Office, Trading, Finance, Cash, Corporate Actions, Options, Equities, Analysis, Bonds, Hedge Funds, Financial Services, SWIFT payments, Payments, Investment Banking, Prime Brokerage, Money Market, Operational Risk, Reconciliation, Credit Derivatives, Securities Lending, Cash Management, Operational Risk..., Credit Risk, Financial Markets, Financial Institutions, Portfolio Management, Asset Management, Auditing, Funding, Loans, Treasury Management, Collateral Management, Interest Rate..., AML, Treasury, Accounting, Intellimatch
Education
Laguardia Community College
Rammelkamp, Muehlenweg & Cordova, PA April 2014 - Present
Booth Sweet LLP May 2012 - March 2014
Committee for Public Counsel Services, Public Defender Division March 2011 - May 2011
Rankin & Sultan, LLP September 2010 - November 2010
United States Department of Justice, Environmental Enforcement Section March 2010 - May 2010
City of Newton Law Department September 2009 - November 2009
Fiduciary Trust Company February 2007 - August 2008
Birnbaum & Godkin December 2004 - February 2007
Skills
Legal Research, Legal Writing, Litigation, Courts, Civil Litigation, Westlaw, Research, Motions
Education
Northeastern University School of Law 2008 — 2011
Juris Doctor
Haverford College 2000 — 2004
Bachelor of Arts, Philosophy
Putnam Investments April 2015 - Present
Putnam Investments November 2014 - March 2015
State Street October 2012 - May 2014
Fiduciary Trust Company June 2013 - August 2013
Salem Country Club March 2012 - September 2012
Essex County Club May 2011 - September 2011
HoopMountain December 2010 - April 2011
Mount Hood Golf Course July 2007 - September 2010
Mount Hood Golf Course June 2007 - September 2010
Aramark LLC April 2010 - August 2010
Skills
Microsoft Office, Time Management, AutoCAD Mechanical, Leadership, Data Analysis, Access, Management, Microsoft Excel, Microsoft Word, Customer Service, Coaching, Equity Research, PowerPoint, E-commerce, Adobe Dreamweaver
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.64
Melrose High School 2006 — 2010
Fiduciary Trust Company January 2006 - Present
Convergys November 2002 - August 2005
Skills
Access, Account Reconciliation, Microsoft Excel, Customer Service, Process Improvement, PowerPoint, Accounting, General Ledger, Banking, Excel, Payments, Word, Accounts Payable, Accounts Receivable, Microsoft Office, Administration, Customer Relations, Supervisory Skills, Problem Solving, Billing, Product Management, Team Management, Employee Relations, Exceptional People..., Bloomberg, Cross-cultural, International Relations, Office Management, Market Research, Training, Management, Leadership, Investments, Finance
Education
Northeastern University 2010 — 2013
MBA (Fall 2013), Finance, International Business
The Ohio State University 1991 — 1997
BA, Liberal Arts/Humanities
Universidad Autónoma de Madrid 1995 — 1996
Spanish Language and Literature
LMCG Investments January 2003 - Present
Boston Biomedical Research Institute November 2002 - Present
Scudder, Stevens & Clark/ Zurich Scudder/ Deutche Investment Management Americas September 1994 - November 2002
Fiduciary Trust Company 1988 - 1994
Milton Academy 1985 - 1988
Skills
Investment Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Asset Managment, Fixed Income, Mutual Funds, Equity Research, Bloomberg, Investment Strategies, Securities, Investment Advisory, Wealth Management, Trading, Financial Modeling, Risk Management, Financial Analysis
Education
University of Michigan 1980 — 1984
M.A., Education
Kenyon College 1973 — 1977
A.B., English Literature
The Haverford School 1971 — 1973
Fiduciary Trust Company May 2005 - Present
Pillar Financial Advisors June 1997 - May 2005
Education
Babson College 1995 — 1997
Bachelor of Science (BS), Finance and Investments
University of Rochester 1993 — 1995
Xaverian Brothers High School 1989 — 1993
Loring, Wolcott & Coolidge August 2011 - Present
Zevin Asset Management May 2011 - August 2011
The Roosevelt Investment Group, Inc July 2008 - March 2010
Fiduciary Trust Company January 1998 - January 2008
Fiduciary Trust Company January 1989 - January 1998
Skills
Outlook, Bookkeeping, Training, Microsoft Word, Wealth Management, PowerPoint, Microsoft Office, Relationship Management, AddVantage, Global Plus, Quicken
Education
Emmanuel College 1999 — 2005
Mount Washington College 1986 — 1988
Associates, Executive Secretarial
Emmanuel College
Bachelor of Science Degree, Business Management
U.S. Trust December 2014 - Present
Fiduciary Trust Company May 2013 - December 2014
U.S. Trust January 2010 - May 2013
Bank of America July 2004 - January 2010
Fleet Bank/ Quick & Reilly November 2001 - June 2004
Fleet National Bank November 2000 - November 2001
Skills
Series 7, Insurance, Credit, Banking, Private Banking, Strategic Planning, Financial Advisory, Customer Service, Alternative Investments, Estate Planning, Loans, Series 63, Wealth Management, Wealth Management..., Asset Allocation, Investments, Mortgage Lending, Investment Management, Financial Services, Asset Management, Portfolio Management, Relationship Management, Wealth, Mutual Funds, Securities, Equities, Fixed Income, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Business Development, High Net Worth..., Bonds, Retirement, Finance, Credit Analysis, Commercial Lending, Commercial Banking, Series 6, Financial Risk, Risk Management, Series 65, Derivatives, Private Equity, Cross Selling, 401k, Cash Management, Retail Banking, Life Insurance
Education
Cannon Institute of Higher Learning 2013 — 2015
Northeastern University - Graduate School of Business Administration 2008 — 2011
M.B.A., Specializations in Marketing & Corporate Renewal
University of Massachusetts Boston 1999 — 2004
B.S., General Business Management
Dell Services September 2007 - Present
UBS AG September 1998 - July 2011
UBS Investment Bank 1998 - 2007
Fiduciary Trust Company 1989 - 1997
Skills
System Administration, VMS, ITIL, Disaster Recovery, Unix, Windows Server, Servers, Business Analysis, Virtualization, IT Management, IT Service Management, Infrastructure, Solaris, SDLC, VMware
Education
Pace University
Fiduciary Trust Company June 2015 - Present
GMO LLC January 2007 - May 2015
Goodwin Procter LLP September 2003 - January 2007
Skills
Securities Regulation, Corporate Governance, Corporate Law, Securities, Hedge Funds, Investment Management, Financial Regulation
Education
The University of Texas at Austin 2000 — 2003
J.D.
Boston College 1996 — 2000
B.A., English
Resolute Capital (acq by Torray & Co) 2007 - 2011
Petri Holdings 2000 - 2011
ABN AMRO 2005 - 2007
John A. Levin & Co. 2002 - 2005
Weiss, Peck & Greer 1999 - 2002
Fiduciary Trust Company 1995 - 1998
ASB Capital Management 1985 - 1994
Skills
Asset Managment, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Management
Education
The Johns Hopkins University
Master's Degree, Carey School of Business
McDaniel College
Fiduciary Trust Company International April 2014 - Present
Fiduciary Trust Company July 2007 - Present
The Madison Consulting Group September 2006 - July 2007
Skills
Anti Money Laundering, Banking, Financial Services, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase June 2014 - June 2015
JPMorgan Chase January 2011 - June 2014
JPMorgan Chase September 2009 - December 2010
IMP Partners 2007 - June 2009
The Bank of New York May 2004 - August 2007
Fiduciary Trust Company December 2003 - May 2004
Skills
Fixed Income, Equities, Bloomberg, Trading, Investments, Order Management, Investment Management, Asset Management, Derivatives, Portfolio Management, Financial Services, Trading Systems, Business Analysis, Mutual Funds, Management, Microsoft Excel
Education
University of Massachusetts Dartmouth 1997 — 2001
B.S., Information Systems
Landmark Education
Franklin Templeton Investments January 2007 - Present
Fiduciary Trust Company January 2006 - January 2007
Fiduciary Trust Company April 2001 - January 2006
Elsevier Sciences September 2000 - April 2001
Ark Asset Management May 1999 - September 2000
Education
Pace University - Lubin School of Business 1996 — 2000
BS, Management Information Systems
Colonial Consulting LLC November 2001 - Present
Morgan Stanley December 1998 - November 2001
Fiduciary Trust Company June 1997 - December 1998
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Securities, Financial Modeling, Financial Analysis
Education
LIU Post 2005 — 2007
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
B.S., Finance
Hedgeye Risk Management, LLC January 2014 - Present
Hedgeye Risk Management, LLC April 2008 - December 2013
Carlyle Blue Wave February 2007 - November 2007
Wells Capital Management March 2006 - February 2007
Dawson-Herman Capital Management May 2002 - March 2006
Fiduciary Trust Company July 2000 - October 2001
Canon U.S.A. 1995 - 1997
Skills
Human Resources, Management, Employee Benefits, Scuba Diving, Business Strategy, Certified Birkman..., Kickboxing
Education
The New School 2004 — 2006
Nassau Community College 1992 — 1994
Executive Secretary Program
Federal Reserve Bank of NY 2011 - Present
Everest Reinsurance September 2005 - September 2009
Fiduciary Trust Company 1999 - 2005
US Trust 1997 - 1999
State Teachers Retirement System of Ohio July 1995 - August 1997
Chase Manhattan Corporation September 1994 - July 1995
Lehman Brothers May 1989 - September 1994
Skills
Hedge Funds, Wealth Management, Financial Risk..., Equity Research, Portfolio Management, Bonds, Strategic Financial..., Private Equity, Investments, Investment Management, Capital Markets, Mutual Funds, Performance Attribution, Securities, Series 7, Investment Banking, Equities, Valuation, Investor Relations, Financial Modeling, Risk Management, Investment Strategies, Financial Analysis, Wealth Management..., Analysis, Equity Valuation, Finance, Quantitative Analytics, Derivatives, Fund Of Funds, Mergers, Bloomberg, Venture Capital, Due Diligence, Fixed Income, Corporate Finance, Financial Services
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
New York University 2010 — 2010
Advanced Professional Certification, Financial Risk Management
New York University
Italian
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
The Ohio State University Fisher College of Business
BSBA, Accounting
JP Morgan Chase & Co September 2013 - Present
Societe Generale May 2010 - May 2013
Royal Bank of Scotland N.V. March 2008 - May 2010
ABN Amro Bank NV February 2004 - March 2008
ABN AMRO Bank NV September 2003 - February 2004
ABN AMRO Bank NV October 2000 - September 2003
Fiduciary Trust Company May 1994 - October 2000
Bank of Tokyo-Mitsubishi October 1983 - April 1994
Skills
OFAC, Securities, Financial Risk, AML, Sanction, Banking, Management, Regulations, Internal Audit, Policy, Training, Bank Secrecy Act, USA PATRIOT Act, Financial Services, Back Office, KYC, Payments, Capital Markets, Risk Management, Private Banking, Credit Risk, Investment Banking, Derivatives, Fixed Income, Equities, Anti Money Laundering, Analysis, Due Diligence, Finance, Operational Risk
Education
City University of New York-College of Staten Island 1984 — 1986
Mazama Capital Management 1999 - Present
Reservoir Investments 1990 - Present
Fiduciary Trust Company 1994 - 1999
J.P. Morgan 1981 - 1994
Skills
Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Business Strategy, New Business Development, Analysis, Asset Managment, Strategic Planning, Strategic Financial..., Risk Management, Wealth Management, Project Management
Education
Lake Erie College 1959 — 1963
BA, Economics
NYU Stern School of Business
----
Fiduciary Trust Company March 1994 - Present
Education
Mount Holyoke College 1973 — 1978
BA
CIT March 2012 - Present
MetLife September 2009 - November 2012
Fiduciary Trust Company October 2008 - November 2009
AIG June 2008 - October 2008
Morgan Stanley April 2007 - June 2008
U.S. Trust Company March 1983 - April 2007
Bank of New York 1979 - 1983
Skills
Banking, Wealth Management, Vendor Management, Outsourcing, Asset Management, SDLC, Program Management, PMP, Asset Managment
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
EMT Basic Class
Fidelity Investments June 1997 - Present
Fidelity Investments August 1995 - June 1997
Fiduciary Trust Company October 1992 - August 1995
Skills
Fixed Income, Bloomberg, Trading, Capital Markets, Bonds, Securities, Mutual Funds, Financial Markets
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts, Mathematics
Fiduciary Trust Company February 2009 - Present
KPMG May 2008 - December 2008
State Street August 2006 - May 2008
Skills
Account Reconciliation, Securities, Accounting, Event Planning, Portfolio Management, Investments, Customer Service, PowerPoint, Equities, Finance, Microsoft Office, Mutual Funds
Education
Cannon Financial Institute 2015 — 2017
Trust School I
Post University 2009 — 2013
MBA, Finance
James Madison University 2002 — 2006
B.S., Kinesiology, Business
Cantor Fitzgerald September 2013 - Present
Cantor Fitzgerald August 2012 - Present
Fiduciary Trust Company February 2012 - April 2012
Cohen and Schaeffer, P.C. December 2010 - December 2011
RSM McGladrey December 2008 - July 2009
Marks Paneth & Shron LLP August 2006 - October 2008
elliot horowitz & company llp January 2004 - August 2006
Skills
Tax Research, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax, GAAP, Accounting, Tax Returns, Auditing, QuickBooks, Financial Reporting, ProSystem fx Tax, Financial Accounting, Partnership Taxation
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2002
BBA, Accounting
Fiduciary Trust Company April 2004 - Present
HSBC Private Bank (UK) Limited May 2003 - February 2004
United States Trust Company October 2000 - June 2002
Deutsche Bank October 1992 - October 2000
Skills
Portfolio Management, High Net Worth..., Investment Advisory, Wealth Management..., Investment Management, Securities, Financial Services, Wealth Management, Asset Managment, Asset Allocation, Investments, Private Banking, Mutual Funds, Investment Banking, Financial Markets, Equities, Compliance, Private Equity, Hedge Funds, Financial Modeling, Alternative Investments, Financial Analysis, Wealth, Capital Markets, Risk Management, Derivatives, Fixed Income, Options, Trusts, Estate Planning, Series 7, Due Diligence, Strategic Financial..., Asset Management, Trust Management, Estate Administration, Financial Risk, Banking, Relationship Management, Tax, Bloomberg, Trust Services, Bonds
Education
American Bankers Association 2008 — 2008
Certificate of Completion, Graduate Trust School
New York Bankers Association 1993 — 1995
Certificate of Completion, Estate and Trust Administration and Fiduciary Taxation
Dickinson College 1987 — 1991
BA, History Major, Studio Fine Arts Minor
Fulcrum Asset Management January 2011 - Present
Tremblant Capital January 2008 - May 2010
Goldman Sachs Asset Management, L.P. 1999 - 2008
Fiduciary Trust Company 1988 - 1999
Skills
Financial Modeling, Equities, Capital Markets, Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Securities, Structured Products, Asset Management, Private Equity, Alternative Investments, Trading Systems, Investment Banking, Asset Allocation, Equity Research, Fund Of Funds
Education
Georgetown University 1984 — 1988
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
Fiduciary Trust Company International December 2014 - Present
Fiduciary Trust Company May 2010 - Present
Fiduciary Trust Company March 2007 - April 2010
Education
Mid-Plains Community College 1993 — 1995
Associate of Science (A.S.)
Bellevue University
Bachelor of Science (BS), Marketing
Colorado State University
Fiduciary Trust Company June 1998 - November 2013
Northern Trust May 1993 - June 1998
Skills
Portfolio Management, Investment Strategies, Alternative Investments, Investments, Estate Planning, Asset Managment, Investment Advisory, Wealth Management, Mutual Funds, Wealth Management..., High Net Worth..., Private Banking, Hedge Funds, Trust Services, Relationship Management, Separately Managed..., Trust Management, Estate Administration, Financial Advisory, Financial Services, Estate Tax Planning, Securities, Series 7, Wealth, Financial Planners, Investment Management, Asset Allocation, Asset Management
Education
American Bankers Association Graduate Trust School 2004 — 2006
Barry University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Florida Bankers Association 1999 — 2001
Florida Graduate Trust School
Florida International University - College of Business Administration 1990 — 1995
Bachelor of Business Administration (BBA), Marketing
Citizens Bank November 2013 - Present
Citizens Bank October 2012 - Present
Citizens Financial Group / Royal Bank of Scotland Group June 2012 - October 2012
Citizens Financial Group / Royal Bank of Scotland Group October 2006 - June 2011
Fiduciary Trust Company November 1992 - October 2006
Skills
Banking, Retail Banking, Financial Services, Direct Marketing, Segmentation, Analytics, Product Management, Marketing Strategy, Portfolio Management, Relationship Management, Credit Cards, Strategic Planning, Business Analysis, Business Development, CRM, Credit, Cross-functional Team..., Customer Acquisition, Customer Experience, Customer Retention, Management, Mobile Banking, Mergers, Mobile Strategy, Online Marketing, Project Management, Retail, Risk Management, Strategic Partnerships, Vendor Management
Education
Massachusetts College of Liberal Arts 1988 — 1992
Bachelors, Business Administration, Marketing
Fiduciary Trust Company 1999 - Present
Skills
Estate Tax Planning, Estate Settlement, Trustee Services, Investments, Asset Management, Due Diligence, Estate Planning, Financial Analysis, Securities, Alternative Investments, Wealth Management, Private Equity, Banking
Education
Suffolk University Law School 1983 — 1986
Doctor of Law (J.D.)
Brown University 1977 — 1981
Bachelor of Arts (B.A.), European History
University of St. Andrews 1979 — 1980
visiting student, British History
Phillips Academy 1975 — 1977
Fiduciary Trust Company May 2015 - Present
Fiduciary Trust Company October 2004 - March 2015
Skills
Equities, Fixed Income, Trading, Portfolio Management, Securities
Education
Saint Lawrence University 1996 — 2000
Boston University
Certificate in Financial Planning
Fiduciary Trust Company August 2011 - Present
Fiduciary Trust Company International February 2008 - Present
Fiduciary Trust Company International February 2008 - Present
Fiduciary Trust Company June 2010 - August 2011
Fiduciary Trust Company December 2009 - June 2010
New Business Department September 2008 - December 2009
Janet Culver SVP February 2008 - September 2008
Solomon Page Group July 2004 - February 2008
Solomon-Page Group LLC July 2004 - February 2008
BMG Music Entertainment March 2004 - June 2004
Education
Katharine Gibbs School 2003 — 2004
Associates, Business Administration
Katharine Gibbs School
A.O.S Business Administration
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman October 2007 - July 2013
Fiduciary Trust Company October 2001 - September 2007
Investors Bank & Trust December 1998 - September 2001
State Street January 1998 - December 1999
First Data 1996 - 1998
State Street 1989 - 1996
Skills
Mutual Funds, Fund Accounting, Securities, Fixed Income, Derivatives, Equities, Investments, Corporate Actions, Financial Services, Valuation, Relationship Management, Bloomberg, Alternative Investments, Fund Accounting Systems, Mutual Fund Conversions, Wealth Management..., Compliance, Risk Management, Internal Audit, Contract Negotiation, Implementation..., Sungard, Eagle
Education
Bentley University 1999 — 2003
MBA, Management
Boston College 1985 — 1989
BS, Management
Brockton High School
Brockton High School
Fiduciary Trust Company September 2000 - Present
BankBoston 1998 - 2000
BayBank Systems 1983 - 1998
Education
Boston University 1992 — 1994
MBA
Northeastern University 1975 — 1980
BS, Business
Bessemer Trust August 2011 - April 2013
Fiduciary Trust Company November 2006 - August 2011
White & Case February 1986 - July 2006
Milbank, Tweed, Hadley & McCloy LLP 1983 - 1986
Katten Muchin Rosenman LLP August 1982 - August 1983
Kelley Drye & Warren LLP June 1979 - August 1982
Skills
Estate Law, Mutual Funds, Estate Planning, Trust Management, Financial Services, Investment Advisory, High Net Worth..., Trusts
Education
Fordham University 1973 — 1977
B.A.
The Mary Louis Academy 1969 — 1973
St Rita's School 1960 — 1969
Schulman Law, PLLC August 2013 - Present
Berwitz & DiTata LLP August 2012 - July 2013
Law Offices of Brendan Kearse September 2011 - June 2012
Fiduciary Trust Company September 2010 - June 2012
Law Offices of Jonathan Cooper June 2010 - September 2010
Skills
Legal Research, Elder Law, Legal Writing, Estate Administration, Estate Tax Planning, Wills, Gift Tax, Civil Litigation, Estate Law, Estate Planning, Lexis, Powers of Attorney, Retirement, Trusts, Litigation, Westlaw, Fiduciary, Revocable Trusts, Family Law, Corporate Law, Mediation, Licensing, Bankruptcy, Appeals, Asset Protection, Legal Issues, Hearings, Courts, Guardianship, Document Drafting, Trials, Alternative Dispute..., Immigration Law, Securities Regulation, Medicaid, Tax Law, Arbitration, LLC, Pleadings, Motions, Legal Assistance, Depositions, Commercial Litigation, Criminal Law, Employment Law, Litigation Support, Medical Malpractice, Torts
Education
Saint John's University School of Law 2009 — 2012
JD
The Group Center - New York, New York 2006 — 2010
Family Dynamics, Group Leadership, Group Psychoanalysis
Columbia University in the City of New York 2006 — 2008
MSW, Social Work
DRS High School 1997 — 2001
JPMorgan Chase December 2008 - Present
Citi August 2005 - December 2008
Fiduciary Trust Company October 2003 - August 2005
Skills
Financial Analysis, Risk Management, Outlook, Customer Service, PowerPoint, Credit Risk, Microsoft Word, Microsoft Excel, Lotus Notes
Education
New York University 1994 — 1998
Bachelors of Music, Music Business & Technology
Fiduciary Trust Company July 1973 - Present
Skills
Estate Planning, Start-ups, Commercial Litigation, Asset Management, Real Estate, Corporate Law, Financial Services, Real Estate Development, Mergers & Acquisitions, Due Diligence, Trusts, Alternative Investments, Intellectual Property, Litigation, Strategy, Investment Management, Legal Writing, Securities, Corporate Governance, Investments, Contract Negotiation, Estate Tax Planning, Private Equity
Education
Harvard Law School 1970 — 1973
JD
University of Pennsylvania - The Wharton School 1966 — 1970
BS in Economics, Accounting
Looking for Opportunities September 2015 - Present
MetLife December 2002 - August 2015
Bondbook, LLC January 2001 - October 2001
Pershing, a BNY Mellon company June 2000 - December 2000
Deutsche Bank September 1999 - May 2000
BNY Mellon September 1998 - August 1999
Citi September 1997 - August 1998
Fiduciary Trust Company February 1997 - August 1997
Julius Baer March 1992 - September 1996
Brown Brothers Harriman March 1989 - March 1992
Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance
Education
Fordham Gabelli School of Business 1999 — 2000
Information & Communication Technology
St. John's University 1990 — 1992
MBA, Finance
City University of New York-Brooklyn College 1984 — 1988
BS, Business, Management & Finance
Boston University
PMP Managing Projects course
Cato Institute September 2007 - Present
Fiduciary Trust Company 1995 - 2007
Deutsche Bank (formerly Bankers Trust) 1984 - 1995
KPMG 1978 - 1984
Skills
tax planning, financial planning, Fundraising, Planned Giving, Estate Planning, Non-profits, Trusts, Charities, Financial Planning, Income Tax, Leadership, Estate Tax Planning, Stewardship, Tax, Financial Planners, Program Management, Community Outreach, Board Development, Nonprofits, Philanthropy, Strategic Financial..., Estate Law, High Net Worth..., Private Foundations
Education
Emory University School of Law 1975 — 1976
LLM in Taxation, Taxation
Emory University School of Law 1972 — 1975
JD, law
Brown University 1970 — 1972
AB, history
APL June 1998 - Present
AAA October 1994 - June 1998
Fiduciary Trust Company March 1989 - March 1993
Skills
International Logistics, Freight, Transportation, Logistics, Transportation..., LTL, Export, Truckload, Trucking, International Shipping, Inventory Management, Ocean Freight, Import, Negotiation, Warehouse Management, International Trade, Pricing, Reverse Logistics, Purchasing, International Sales, Process Improvement, Forecasting
Education
Georgia Institute of Technology 2006 — 2006
Certification, Transportation and Distribution
Mercer County Community College 2001 — 2001
Certification, Corporate Training
Mercer County Community College 1980 — 1983
Business Administration and Management, General
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's Degree
Vertical Capital June 2004 - Present
Alliance Capital Management April 1997 - June 2004
Alliance Bernstein 1997 - 2004
Amalgamated Bank of NY 1994 - 1997
Fiduciary Trust Company 1992 - 1994
Skills
Securities, Portfolio Management, Fixed Income, Bonds, Mutual Funds, ABS, Structured Products, Hedge Funds, CDO, Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Clark University 1984 — 1998
BA & BS, Economics and Business Management
Fiduciary Trust Company April 2012 - Present
Franklin Templeton Portfolio Advisors January 2011 - March 2012
Franklin Portfolio Advisors January 2005 - March 2012
Franklin Advisors, Inc. March 1988 - March 2012
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Equities, Fixed Income, Municipal Bonds
Education
Golden Gate University 1981 — 1982
Master of Business Administration (MBA), Financial Planning and Services
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Arts (B.A.), Economics
SEIU May 1992 - March 2013
SEIU Local 32BJ 1992 - March 2013
Brown Harris Stevens February 1986 - May 1992
Fiduciary Trust Company January 1981 - September 1985
U.S. Trust Company January 1973 - August 1980
Skills
Negotiation, Mediation, Training, Microsoft Excel, Community Outreach, Grievances, Event Planning, Non-profits, PowerPoint, Corporate Law, Microsoft Word, Public Speaking, Fundraising, Litigation, Microsoft Office, Legal Research, Social Media Marketing, Social Justice, Nonprofits, Research
Education
City University of New York-Brooklyn College 1971 — 1972
High School, Liberal arts
NYU Stern School of Business June 2013 - Present
Riotto Jones Company, LLC November 2011 - Present
Management Consultant January 2007 - November 2011
Fiduciary Trust Company-HNW Division December 2004 - January 2007
Fiduciary Trust Company November 2003 - December 2004
ORIX USA April 2000 - November 2003
Offitbank 1991 - 2000
State Bank of Victoria 1985 - 1991
Skills
Investments, Risk Management, Financial Services, Business Analysis, Change Management, Relationship Management, Business Development, AML, Global Sourcing, Bank Secrecy Act, Wealth Management, Asset Managment, Mergers, Talent Management, Alternative Investments, Mergers & Acquisitions, Strategy, Fixed Income, Portfolio Management, Outsourcing, Securities, Asset Management, Financial Advisory, Entrepreneurship, Banking, Hedge Funds, Management, Equities, Wealth, Derivatives, Valuation, Business Strategy, High Net Worth..., Management Consulting, Investment Management, Mutual Funds, Private Equity, Leadership, Due Diligence, Capital Markets, Venture Capital, Strategic Planning, Executive Management, Investment Advisory, Finance, Strategic Financial..., Restructuring, Financial Modeling, Asset Allocation, Wealth Management...
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Business Administration
Columbia University in the City of New York 2001 — 2002
1 Year Program, Executive Information Technology Management
Fiduciary Trust Company March 2003 - Present
US Trust February 1989 - March 2003
Skills
Portfolio Management, Investments, Asset Management, Equities, Wealth Management, Alternative Investments, Financial Analysis, Private Equity, Investment Management
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Finance
California State University-Northridge 1981 — 1985
BS, Finance
Sumitomo Mitsui Trust Bank September 2012 - Present
Global System Solutions July 2011 - August 2012
Innovest Systems June 2004 - June 2011
SunGard Asset Management 2000 - 2004
Chase Manhattan Corporation 1998 - 2000
Fiduciary Trust Company 1992 - 1998
Mitsubishi Trust and Banking 1990 - 1992
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Vendor Management
Education
Mercy College 1984 — 1988
BS, Mathmatics - Actuary Science
Fiduciary Trust Company July 1989 - Present
Skills
Equities, Fixed Income, Wealth Management, Portfolio Management, Financial Services, Strategic Planning, Securities, Investments, Process Improvement, Project Management, Management, Financial Analysis, Accounting, Relationship Management, Certified Financial...
Education
Boston University 2005 — 2007
Certificate Degree, Financial Planning
Northeastern University 1984 — 1989
Bachelor's Degree, Business Administration & Finance
Fiduciary Trust Company January 2012 - Present
Fiduciary Trust Company August 2006 - December 2011
Fiduciary Trust Company June 1999 - August 2006
Fiduciary Trust Company June 1997 - June 1999
Fiduciary Trust Company December 1995 - June 1997
The Bank of New York July 1995 - December 1995
Ernst & Young September 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Project Management, Financial Services, Relationship Management, Asset Managment, Equities, Mutual Funds, Wealth Management, Securities, Alternative Investments, Bloomberg, Investments, Asset Allocation, Banking, Business Analysis, Due Diligence, Capital Markets, Asset Management, Financial Markets, Equity Trading, Hedge Funds, Wealth Management...
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Financial Management
St. Francis College 1989 — 1993
BS, Business Management
SYPartners November 2013 - January 2014
Fiduciary Trust Company April 2013 - June 2013
Goodman & Leopold, LLP June 2011 - October 2012
McKinsey & Company January 2009 - June 2009
Skills
Analysis, Microsoft Excel, PowerPoint, Qualitative Research, Economics, Teamwork, Data Analysis, Financial Modeling, Valuation, Market Research, Python, C++, Data Visualization, Microsoft Word, Access, Outlook, Stata, SPSS, SAS, Programming, AppleScript, User Interface, Quantitative Research, Quantitative Analytics, Managing Database
Education
Northeastern University 2008 — 2010
Bachelor of Science, Economics
Fiduciary Trust Company March 2002 - Present
JP Morgan Chase 1993 - 2002
Skills
Asset Management, Investment Advisory, Equities, Asset Allocation, Investments, Portfolio Management, Bloomberg, Asset Managment, Wealth Management, Alternative Investments, Securities, Hedge Funds, Financial Markets, Fixed Income, Wealth Management..., Capital Markets, Series 7
Education
Franklin & Marshall College 1973 — 1977
AB, Business
Lazard Asset Management 2006 - Present
ING Investment Management 2005 - 2006
Fiduciary Trust Company 2002 - 2005
Forsyth Capital Management 2000 - 2001
Morgan Stanley 1993 - 2000
Baring Securities 1989 - 1993
New United Motors Manufacturing Inc 1984 - 1986
Skills
Equity Research, Equities, Investment Management, Asset Managment, Valuation, Portfolio Management, Investments, Asset Allocation, Bloomberg, Financial Modeling
Education
Harvard University
MA, East Asian Studies
University of California, Berkeley
BA, Japanese
Fiduciary Trust Company January 2007 - Present
First Calgary Financial September 1993 - February 2005
TD Canada Trust September 1980 - August 1993
Skills
Equities, Mutual Funds, Financial Analysis, Alternative Investments, Strategic Financial..., Securities, Asset Management, Investments, Capital Markets, Wealth Management, Financial Services, Risk Management, Portfolio Management, Banking, Strategic Planning, Relationship Management, Investment Strategies
Education
Laurentian University/Université Laurentienne 1975 — 1979
Honours B.A., Urban Studies/Affairs
Deustche Bank June 2011 - Present
Deutsche Asset Management May 2004 - May 2011
Fiduciary Trust Company October 1995 - December 1998
Skills
Spanish, Strategic Planning, Asset Managment, Corporate Finance, Institutional Sales, Alternative Investments, Business Development, Financial Analysis, Business Strategy, Mutual Funds, Fixed Income, Analysis, Asset Management, Capital Markets, Equities, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
MBA
Wake Forest University 1989 — 1993
BS
American Century Investments September 2015 - Present
TimeSquare Capital Management September 2000 - November 2011
Fiduciary Trust Company June 1998 - September 2000
Lehman Brothers September 1996 - May 1998
McDaniels S.A. July 1993 - July 1994
First Boston June 1991 - June 1993
Skills
Equities, Financial Modeling, Equity Research, Portfolio Management, Investments, Asset Management, Corporate Finance, Equity Valuation, Hedge Funds, Valuation, Alternative Investments, Capital Markets, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Strategy
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategy and Finance
Cornell University 1987 — 1991
BS, Economics and Finance
Office of the Comptroller of the Currency August 2012 - Present
Fiduciary Trust Company October 2010 - August 2012
Trusts & Estates Magazine July 2008 - September 2010
Wilmer Cutler Pickering Hale and Dorr LLP May 2006 - August 2006
Massachusetts District Court July 2003 - August 2003
New York Attorney General June 2002 - August 2002
Skills
Asset Management, Wealth Management, Financial Risk..., Compliance, Banking, Accounting, Investments, Auditing, Personal Trust..., Trusts, Tax, Legal Research, Estate Administration, Estate Planning, Economics, Editorial Process, Federal Government, Financial Services, Financial Audits, Planned Giving, Internal Audit, KYC, AML, Risk Assessment, Capital Markets
Education
Fordham University School of Law 2006 — 2007
The Catholic University of America, Columbus School of Law 2004 — 2006
Juris Doctor
Bucknell University 2000 — 2004
Bachelor of Arts, Economics; Sociology
West Windsor Plainsboro High School
Global Association of Risk Professionals May 2012 - Present
MHACG August 2009 - July 2010
Brown Brothers Harriman September 2004 - September 2007
Fiduciary Trust Company May 2004 - September 2007
Alliance Bernstein December 1997 - May 2002
Education
Gettysburg College
BA, English and Music
New School University
English Composition
Parson's School of Design
Graphic Design
Fiduciary Trust Company September 2008 - Present
Mary Kay Inc. November 2011 - March 2015
Kaplan Test Prep July 2009 - July 2012
State Street March 2007 - September 2008
Ameriprise Financial September 2006 - December 2006
Northeastern University 2003 - 2005
Skills
Social Networking, Fundraising, Finance, Event Planning, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Public Speaking, Nonprofits, Microsoft Office
Education
Northeastern University 2001 — 2006
B.S.B.A., Business Administration
Cleary Gottlieb Steen & Hamilton LLP March 2011 - Present
Clifford Chance US LLP March 2005 - March 2011
New York City Economic Development Corporation March 2004 - March 2005
Fiduciary Trust Company September 1998 - March 2004
Skills
Workday, PeopleSoft, ADP Payroll, ADP ReportSmith, Benefits Administration, Retirement Benefits, Voluntary Employee..., Employee Benefits, Employee Surveys, Vendor Management, Auditing, 401k, International Benefits, International Transfers, Fidelity, Defined Benefit, HR Policies
Education
City University of New York-Baruch College 1994 — 1998
BBA
Stuyvesant High School 1991 — 1994
Moliterno P.C. April 2013 - Present
Birtwhistle & Gibson, P.C. July 2011 - March 2013
Fordham Law School June 2010 - May 2011
Tarbet, Lester & Schoen, PLLC June 2009 - August 2009
Franklin Templeton Investments June 2008 - August 2008
Fiduciary Trust Company January 2005 - April 2007
Education
Boston College
Fordham University School of Law
Lawyer February 2011 - Present
K&L Gates May 2007 - December 2010
Fiduciary Trust Company August 2002 - May 2007
Skills
International Financial..., Asset Management, Dodd-Frank, Securities Regulation, Banking Law, Private Funds, FinTech
Education
New York University School of Law 1970 — 1973
Doctor of Law (J.D.), Law
Cornell University 1965 — 1969
Economics
Sullivan & Cromwell LLP May 1984 - Present
Fiduciary Trust Company October 1981 - May 1984
Cadwalader, Wickersham & Taft LLP October 1979 - October 1981
Skills
Trusts, Tax, Corporate Law
Education
Pace University
MBA, Taxation
JPMorgan Chase July 2013 - Present
AGC Partners September 2012 - November 2012
Fiduciary Trust Company June 2012 - August 2012
GRNEAM June 2011 - August 2011
Blackbird Technologies June 2009 - July 2009
Education
Middlebury College 2008 — 2013
Bachelor's degree, Political Science and Psychology
Fiduciary Trust Company July 1984 - Present
Education
Baruch College
Bachelor of Business Adm, Accounting
Malayan Banking Berhad (Maybank) August 2015 - Present
State Bank of India November 2013 - August 2015
State Bank of India November 2011 - November 2013
Australia and New Zealand Bank October 2002 - September 2011
Societe Generale February 2001 - September 2002
Fiduciary Trust Company April 2000 - February 2001
Banco Popular North America November 1999 - April 2000
Dai-Ichi Kangyo Bank, Ltd. August 1992 - November 1999
Bankers Trust August 1988 - August 1992
Chemical Bank August 1985 - July 1988
Skills
Financial Reporting, Financial Accounting, Internal Audit, Accounting, Auditing, Financial Audits, Regulatory Reporting, Accounting policies &..., Fluent in Spanish, Financial Analysis, Banking, Financial Risk, Financial Services, Risk Management, Finance, Corporate Finance, Internal Controls, Investment Banking, Due Diligence
Education
Pace University 1980 — 1984
BBA, Public Accounting
Optimum Systems, Inc. Senior DeveloperA & PNovember 2003 - September 2010
DOITT May 2003 - October 2003
eQuest Technologies November 2000 - January 2002
Ernst & Young December 1995 - June 1999
American Cyanamid January 1991 - December 1994
Well Fargo Guards/Pyrotronics May 1989 - January 1991
Fiduciary Trust Company March 1988 - May 1989
Bell Atlantic NYNEX July 1986 - November 1987
International Medical Center September 1985 - May 1986
Shulton July 1984 - September 1985
Skills
Sharepoint Developer, .NET Developer
Education
Fordham University - Graduate School of Business Administration 1977 — 1979
MBA
Mapua Institute of Technology 1962 — 1968
BSME
Fiduciary Trust Company November 2010 - Present
US Trust October 2006 - November 2010
Education
Clark Atlanta University 2000 — 2004
B.A., Accounting
Alliance Bernstein May 2007 - Present
The Enosys Group July 1997 - May 2007
Fiduciary Trust Company 1989 - 1997
Skills
Business Analysis, Change Management, Business Process..., Strategy, Business Transformation, Project Management, Strategic Planning, Program Management, Financial Services
Education
Baruch College
Bachelor of Business Administration (B.B.A.), International Marketing
Fiduciary Trust Company
Skills
Equities, Wealth Management, Manager Selection, Investment Policy, Fixed Income, Asset Management, Portfolio Management, Securities, Tactical Asset..., Trust Management, Derivatives, Alternative Investments, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Boston University
Self-employed DirectorFujitsu Technology SolutionsNovember 1996 - February 2002
Telcordia Technologies January 1981 - November 1996
Fiduciary Trust Company April 1963 - February 1975
Education
Georgian Court College
Bachelor of Science (BS), Business, Magna Cum Laude
829 Studios Personal AssistantAdobeJuly 2014 - Present
Fiduciary Trust Company March 2014 - August 2014
Skills
Project Management, Social Media, Customer Service, Photoshop, Microsoft Excel, Leadership, Advertising, Strategic Planning, Public Relations
Education
Boston University 2009 — 2013
Bachelor's Degree, Cinematography and Film/Video Production
Morgan Stanley Wealth Management April 2011 - March 2015
Merrill Lynch December 2008 - April 2011
Fiduciary Trust Company July 2006 - November 2008
BBVA March 2006 - July 2006
The Bank of New York (now JP Morgan Chase) September 2004 - December 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Chartered Financial..., FINRA, CFA Level I, Spanish, Italian, Series 66, FATCA, Dodd-Frank, KYC, Options, Bloomberg, Hedge Funds, Financial Services, Financial Analysis
Education
City University of New York 2002 — 2006
Bachelor's Degree, Political Science and Government
Fiorello H. La Guardia High School
High School, Dance Conservatory