Fiduciary Trust Company

Description

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

Employee
Years
Job
Industry
Mary Davey Mary Davey Greater New York City Area Details
Mary Davey's Fiduciary Trust Company Experience June 2010 - Present
Job Managing Director at Fiduciary Trust Company
Industry Banking
Experience
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

Robert Abad Robert Abad Pasadena, California Details
Robert Abad's Fiduciary Trust Company Experience 1999 - 2001
Job Founder, EM+BRACE
Industry Think Tanks
Experience
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

Alex Dakin Alex Dakin San Diego, California Details
Alex Dakin's Fiduciary Trust Company Experience May 2007 - September 2007
Job Account Manager at Houzz
Industry Internet
Experience
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

Caroline Norberg Caroline Norberg Greater New York City Area Details
Caroline Norberg's Fiduciary Trust Company Experience July 2013 - Present
Job Investment Associate at Fiduciary Trust Company
Industry Financial Services
Experience
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

Diane Selnau Diane Selnau Simsbury, Connecticut Details
Diane Selnau's Fiduciary Trust Company Experience 1980 - 1987
Job Sales Administrator & Office Manager at The Pettigrew Company
Industry Consumer Goods
Experience
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

Annamarie Hussey Annamarie Hussey Greater Boston Area Details
Annamarie Hussey's Fiduciary Trust Company Experience September 2002 - October 2003
Job Reporting Manager Bally Technologies
Industry Gambling & Casinos
Experience
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

Rohan Kelly Rohan Kelly Miami/Fort Lauderdale Area Details
Rohan Kelly's Fiduciary Trust Company Experience May 1985 - January 2002
Job Investment Banking Operations Professional
Industry Investment Banking
Experience
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

Jacob Krief Jacob Krief Greater New York City Area Details
Jacob Krief's Fiduciary Trust Company Experience December 2005 - December 2007
Job Tax Specialist & Advisor
Industry Accounting
Experience
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

Christopher Gleason Christopher Gleason Greater New York City Area Details
Christopher Gleason's Fiduciary Trust Company Experience October 2013 - Present
Job Managing Director / Portfolio Manager at Fiduciary Trust Company
Industry Financial Services
Experience
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

Mark Meyer, CFA Mark Meyer, CFA Greater New York City Area Details
Mark Meyer, CFA's Fiduciary Trust Company Experience 1998 - 2001
Job Former Managing Director Seix Investment Advisors LLC
Industry Investment Management
Experience
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

Lilian Baldassarre Lilian Baldassarre Greater New York City Area Details
Lilian Baldassarre's Fiduciary Trust Company Experience 1995 - 2004
Job Italian Wedding Favor Specialist at Il Bello Italian Favors
Industry Events Services
Experience
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.)

Dawit Kassa Dawit Kassa Everett, Massachusetts Details
Dawit Kassa's Fiduciary Trust Company Experience June 2015 - August 2015
Job Student at Hamilton College
Industry
Experience
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

Christina McLaughlin Christina McLaughlin New York, New York Details
Christina McLaughlin's Fiduciary Trust Company Experience 1991 - 1994
Job Senior Business Analyst Consultant at Deutsche Bank
Industry Information Technology and Services
Experience
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

Thalia Chambers Thalia Chambers Greater New York City Area Details
Thalia Chambers's Fiduciary Trust Company Experience October 2012 - March 2013
Job Administrative Assistant
Industry Hospital & Health Care
Experience
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

Patricia L. Newton Patricia L. Newton Greater New York City Area Details
Patricia L. Newton's Fiduciary Trust Company Experience April 1999 - May 2000
Job Chief of Staff ~ Adjunct Professor
Industry
Experience
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

Howie Rudolph Howie Rudolph East Stroudsburg, Pennsylvania Details
Howie Rudolph's Fiduciary Trust Company Experience December 1997 - March 2010
Job Securities Trader at R.F. Lafferty
Industry Financial Services
Experience
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

Gilly Brito Gilly Brito Greater New York City Area Details
Gilly Brito's Fiduciary Trust Company Experience January 2013 - Present
Job Assistant to Trusts & Estate Administration at Fiduciary Trust Company
Industry Law Practice
Experience
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

Chris Litchfield Chris Litchfield Greater New York City Area Details
Chris Litchfield's Fiduciary Trust Company Experience 1977 - 1984
Job President at Stingray Capital, Inc
Industry Investment Management
Experience
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

Ashley Arnold Slane Ashley Arnold Slane Greater New York City Area Details
Ashley Arnold Slane's Fiduciary Trust Company Experience January 2013 - Present
Job
Industry Financial Services
Experience
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

J. Michael Kennedy J. Michael Kennedy Columbus, Ohio Details
J. Michael Kennedy's Fiduciary Trust Company Experience July 1987 - April 1998
Job Vice President Trust Administration Risk Manager at Huntington National Bank
Industry Banking
Experience
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

Michael N. Costa, CFA Michael N. Costa, CFA Boston, Massachusetts Details
Michael N. Costa, CFA's Fiduciary Trust Company Experience 1990 - Present
Job President & CEO Fiduciary Trust of New England (NH) Vice President Fiduciary Trust Company (MA)
Industry Investment Management
Experience
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

Charles Platt Charles Platt Greater Boston Area Details
Charles Platt's Fiduciary Trust Company Experience May 1981 - Present
Job Vice President at Fiduciary Trust Company
Industry Financial Services
Experience
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

Robert Renken Robert Renken Los Angeles, California Details
Robert Renken's Fiduciary Trust Company Experience June 2003 - June 2005
Job Senior Vice President and Deputy General Counsel at Whittier Trust Company
Industry Law Practice
Experience
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

Janet Nettleton Otto Janet Nettleton Otto New York, New York Details
Janet Nettleton Otto's Fiduciary Trust Company Experience April 2013 - Present
Job Managing Director, Relationship Manager at Fiduciary Trust Company
Industry Investment Management
Experience
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

Amy Heaney Amy Heaney West Palm Beach, Florida Area Details
Amy Heaney's Fiduciary Trust Company Experience 2000 - 2004
Job Director of Operations & Compliance at AM Global Fam. Invest. Office
Industry Financial Services
Experience
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

Jessica Hoffman Jessica Hoffman Greater New York City Area Details
Jessica Hoffman's Fiduciary Trust Company Experience June 2010 - April 2012
Job Managing Attorney at Hoffman Law PLLC
Industry Legal Services
Experience
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

Joshua Tilton Joshua Tilton New York, New York Details
Joshua Tilton's Fiduciary Trust Company Experience June 2011 - August 2011
Job Portfolio Analyst at Rockefeller & Co., Inc.
Industry Investment Management
Experience
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

Michelle Rosado Michelle Rosado Greater New York City Area Details
Michelle Rosado's Fiduciary Trust Company Experience June 1999 - December 2001
Job Inspirational Speaker, Yoga Teacher, BestSelling Author and Consultant
Industry Management Consulting
Experience
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

Vincent G. Piazza, CFA Vincent G. Piazza, CFA Greater New York City Area Details
Vincent G. Piazza, CFA's Fiduciary Trust Company Experience 2004 - 2006
Job Senior Equity Research AnalystGlobal Energy Research Coordinator, Bloomberg Intelligence
Industry Financial Services
Experience
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

Tina Mello Tina Mello Greater Boston Area Details
Tina Mello's Fiduciary Trust Company Experience 2001 - 2002
Job Cooperative Education Faculty, Biology at Northeastern University
Industry Education Management
Experience
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

Laura Crivelli Laura Crivelli Yorktown Heights, New York Details
Laura Crivelli's Fiduciary Trust Company Experience 1978 - 1980
Job Financial Services Professional
Industry Financial Services
Experience
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

Stephen Banda Stephen Banda Greater Boston Area Details
Stephen Banda's Fiduciary Trust Company Experience April 2001 - January 2011
Job Senior Product Manager at Eze Castle Integration
Industry Financial Services
Experience
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

Kelly Lane Kelly Lane Miami/Fort Lauderdale Area Details
Kelly Lane's Fiduciary Trust Company Experience 2007 - 2009
Job Account Executive at TradeStation Securities
Industry Financial Services
Experience
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

Sophia Pappas Sacher Sophia Pappas Sacher Greater Boston Area Details
Sophia Pappas Sacher's Fiduciary Trust Company Experience 1998 - 2006
Job Director & Legal Counsel at Thomas Anthony Pappas Charitable Foundation, Inc
Industry Nonprofit Organization Management
Experience
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

Mary Ann Manning Mary Ann Manning Greater Boston Area Details
Mary Ann Manning's Fiduciary Trust Company Experience February 2005 - January 2010
Job Senior Vice President, Director of Marketing Communications at Boston Private
Industry Financial Services
Experience
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

Ashley Muchmore Ashley Muchmore Greater New York City Area Details
Ashley Muchmore's Fiduciary Trust Company Experience June 2000 - April 2001
Job Experienced CRM and Analytics Professional
Industry Marketing and Advertising
Experience
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

Katy White Katy White Chappaqua, New York Details
Katy White's Fiduciary Trust Company Experience September 1998 - June 1999
Job Real Estate Salesperson at Houlihan Lawrence
Industry Real Estate
Experience
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

Pelagia (Penny) Fotopulos Pelagia (Penny) Fotopulos Greater Boston Area Details
Pelagia (Penny) Fotopulos's Fiduciary Trust Company Experience 1986 - 1989
Job at Citizens Bank
Industry Banking
Experience
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

Adriana L Gonzalez Adriana L Gonzalez Edgewater, New Jersey Details
Adriana L Gonzalez's Fiduciary Trust Company Experience June 2003 - April 2006
Job Associate at SGCIB
Industry Investment Banking
Experience
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

Liz Lotz Liz Lotz Frisco, Texas Details
Liz Lotz's Fiduciary Trust Company Experience April 1998 - August 2002
Job Stay at Home Mom
Industry Investment Banking
Experience
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

Mark Leahy Mark Leahy Greater New York City Area Details
Mark Leahy's Fiduciary Trust Company Experience March 1987 - November 1987
Job Director Market Data at UBS
Industry Banking
Experience
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

Jeff Monette Jeff Monette Houston, Texas Area Details
Jeff Monette's Fiduciary Trust Company Experience May 2005 - October 2005
Job Executive Assistant at McKinsey & Company
Industry Management Consulting
Experience
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

Stuart Skalka Stuart Skalka Reno, Nevada Area Details
Stuart Skalka's Fiduciary Trust Company Experience 1999 - 2001
Job Photographer
Industry Investment Management
Experience
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

Gail Cohen Gail Cohen New York, New York Details
Gail Cohen's Fiduciary Trust Company Experience Associate AttorneyDebevoise & PlimptonMarch 1988 - February 1994
Job Vice Chairman at Fiduciary Trust Company
Industry Investment Management
Experience
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

Anderson Grenville Anderson Grenville Boston, Massachusetts Details
Anderson Grenville's Fiduciary Trust Company Experience September 1998 - Present
Job Vice President at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust Company   September 1998 - Present

Education
Harvard University
Bachelor’s Degree, Psychology

Melissa LaMotte Melissa LaMotte West Orange, New Jersey Details
Melissa LaMotte's Fiduciary Trust Company Experience September 2002 - December 2002
Job Senior Manager at PwC
Industry Accounting
Experience
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

Marselen Spencer Marselen Spencer New York, New York Details
Marselen Spencer's Fiduciary Trust Company Experience 1998 - 2000
Job Director of Business Development at Perseus
Industry Information Technology and Services
Experience
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

B. Michael Cole B. Michael Cole Plainville, Massachusetts Details
B. Michael Cole's Fiduciary Trust Company Experience January 2012 - Present
Job Tax Accountant at Fiduciary Trust Company
Industry Banking
Experience
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

Thomas Southworth Diemar, CFP® Thomas Southworth Diemar, CFP® Greater New York City Area Details
Thomas Southworth Diemar, CFP®'s Fiduciary Trust Company Experience September 2010 - May 2015
Job Private Banker at Brown Brothers Harriman
Industry Financial Services
Experience
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

Julie F. Barron Julie F. Barron Boston, Massachusetts Details
Julie F. Barron's Fiduciary Trust Company Experience November 2012 - June 2014
Job Senior Private Banker
Industry Financial Services
Experience
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

Michael Casas Michael Casas Greater New York City Area Details
Michael Casas's Fiduciary Trust Company Experience June 2007 - August 2007
Job Associate at Willkie Farr & Gallagher
Industry Law Practice
Experience
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

Andrew Guidice Andrew Guidice Greater New York City Area Details
Andrew Guidice's Fiduciary Trust Company Experience July 2010 - December 2014
Job Associate at PS Business Management LLC
Industry Financial Services
Experience
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

Ruta Carroll Ruta Carroll Rye, New York Details
Ruta Carroll's Fiduciary Trust Company Experience 1997 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
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)

Paul Lukas Paul Lukas Howell, New Jersey Details
Paul Lukas's Fiduciary Trust Company Experience November 1989 - March 1994
Job Head of Mortgage Banking Shared Services Compliance at JPMorgan Chase
Industry Financial Services
Experience
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

Kara Tan Bhala, Ph.D. Kara Tan Bhala, Ph.D. Kansas City, Missouri Area Details
Kara Tan Bhala, Ph.D.'s Fiduciary Trust Company Experience 1990 - 1992
Job President and Founder, Seven Pillars Institute for Global Finance and Ethics
Industry Financial Services
Experience
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

Jessica LaSpisa Jessica LaSpisa Melville, New York Details
Jessica LaSpisa's Fiduciary Trust Company Experience June 2001 - March 2004
Job Executive Assistant at P&F Industries, Inc.
Industry Executive Office
Experience
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

Eva Carey Eva Carey Greater New York City Area Details
Eva Carey's Fiduciary Trust Company Experience June 2008 - August 2008
Job Associate at Bertone Piccini LLP
Industry Law Practice
Experience
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

Stephen Zambetti Stephen Zambetti Greater Memphis Area Details
Stephen Zambetti's Fiduciary Trust Company Experience June 2013 - December 2013
Job Loan Trading Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
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

Patrick Donlon, CFA, CFP Patrick Donlon, CFA, CFP Greater Boston Area Details
Patrick Donlon, CFA, CFP's Fiduciary Trust Company Experience April 2015 - Present
Job Investment Analyst at Fiduciary Trust Company
Industry Financial Services
Experience
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

Christopher T. Doyle Christopher T. Doyle Greater Boston Area Details
Christopher T. Doyle's Fiduciary Trust Company Experience May 2008 - Present
Job Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
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

Lindsay Shaw, Esq. Lindsay Shaw, Esq. Greater New York City Area Details
Lindsay Shaw, Esq.'s Fiduciary Trust Company Experience October 2011 - Present
Job Trust Administrator at Fiduciary Trust Company
Industry Law Practice
Experience
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

Jennie Garcia - Bodero Jennie Garcia - Bodero Greater New York City Area Details
Jennie Garcia - Bodero's Fiduciary Trust Company Experience 1989 - 1992
Job Corporate Operations IntelliMatch Specialist at MUFG in the Americas
Industry Banking
Experience
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

G. Brian Vogler G. Brian Vogler Albuquerque, New Mexico Details
G. Brian Vogler's Fiduciary Trust Company Experience February 2007 - August 2008
Job Associate Attorney at Rammelkamp, Muehlenweg & Cordova, PA
Industry Law Practice
Experience
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

Jack Moriarty Jack Moriarty Greater Boston Area Details
Jack Moriarty's Fiduciary Trust Company Experience June 2013 - August 2013
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
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

Mario Cidrian Mario Cidrian Boston, Massachusetts Details
Mario Cidrian's Fiduciary Trust Company Experience January 2006 - Present
Job Operations Officer at Fiduciary Trust Company
Industry Financial Services
Experience
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

Jake Layton, CFA Jake Layton, CFA Greater Boston Area Details
Jake Layton, CFA's Fiduciary Trust Company Experience 1988 - 1994
Job LMCG Investments, Portfolio Manager, Private Client Group
Industry Investment Management
Experience
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

Christopher Cabral, CFA Christopher Cabral, CFA Greater Boston Area Details
Christopher Cabral, CFA's Fiduciary Trust Company Experience May 2005 - Present
Job Vice President at Fiduciary Trust
Industry Investment Management
Experience
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

Lucy Martins-Jackson Lucy Martins-Jackson Greater Boston Area Details
Lucy Martins-Jackson's Fiduciary Trust Company Experience January 1998 - January 2008
Job at
Industry Banking
Experience
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

Amy Ko, CTFA Amy Ko, CTFA San Francisco, California Details
Amy Ko, CTFA's Fiduciary Trust Company Experience May 2013 - December 2014
Job Senior Vice President; Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
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

Jim O'Day Jim O'Day Greater New York City Area Details
Jim O'Day's Fiduciary Trust Company Experience 1989 - 1997
Job System Administration Sr. Advisor at Dell Services
Industry Information Technology and Services
Experience
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

Anne Trinque Anne Trinque Boston, Massachusetts Details
Anne Trinque's Fiduciary Trust Company Experience June 2015 - Present
Job General Counsel at Fiduciary Trust Company
Industry Investment Management
Experience
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

Pete Spartin Pete Spartin Washington D.C. Metro Area Details
Pete Spartin's Fiduciary Trust Company Experience 1995 - 1998
Job Investment Professional
Industry Investment Management
Experience
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

Iryna Forlenza Iryna Forlenza Greater New York City Area Details
Iryna Forlenza's Fiduciary Trust Company Experience July 2007 - Present
Job Sr. Compliance Analyst AML, Fiduciary Trust Company
Industry Banking
Experience
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

Eugena Wright Eugena Wright Greater New York City Area Details
Eugena Wright's Fiduciary Trust Company Experience December 2003 - May 2004
Job Corporate Oversight & Control at JPMorgan Chase
Industry Investment Management
Experience
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

Milana Kruter (Blekherite) Milana Kruter (Blekherite) Greater New York City Area Details
Milana Kruter (Blekherite)'s Fiduciary Trust Company Experience January 2006 - January 2007
Job Project Manager at Fiduciary Trust Company
Industry Information Technology and Services
Experience
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

Salvatore LaSpisa Salvatore LaSpisa Greater New York City Area Details
Salvatore LaSpisa's Fiduciary Trust Company Experience June 1997 - December 1998
Job Managing Director at Colonial Consulting LLC
Industry Financial Services
Experience
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

Tanya A Waite Tanya A Waite Stamford, Connecticut Details
Tanya A Waite's Fiduciary Trust Company Experience July 2000 - October 2001
Job Director of Human Resources at Hedgeye Risk Management, LLC
Industry Online Media
Experience
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

Michele Meyer LoBiondo Michele Meyer LoBiondo Greater New York City Area Details
Michele Meyer LoBiondo's Fiduciary Trust Company Experience 1999 - 2005
Job Senior Bank Examiner Equities/Derivatives
Industry Financial Services
Experience
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

Regina Bennett Regina Bennett Greater New York City Area Details
Regina Bennett's Fiduciary Trust Company Experience May 1994 - October 2000
Job Compliance Professional
Industry Banking
Experience
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

Helen Degener Helen Degener Greater New York City Area Details
Helen Degener's Fiduciary Trust Company Experience 1994 - 1999
Job Director at Mazama Capital Management
Industry Financial Services
Experience
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
----

Gail Cohen Gail Cohen Greater New York City Area Details
Gail Cohen's Fiduciary Trust Company Experience March 1994 - Present
Job General Trust Counsel at Fiduciary Trust Company
Industry Banking
Experience
Fiduciary Trust Company   March 1994 - Present

Education
Mount Holyoke College   1973 — 1978
BA

Samuel Rosenfeld PMP CSM Samuel Rosenfeld PMP CSM Greater New York City Area Details
Samuel Rosenfeld PMP CSM's Fiduciary Trust Company Experience October 2008 - November 2009
Job Vice President, Applications Development at CIT Bank
Industry Information Technology and Services
Experience
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

Maura Walsh Maura Walsh Greater Boston Area Details
Maura Walsh's Fiduciary Trust Company Experience October 1992 - August 1995
Job Trader at Fidelity Investments
Industry Investment Management
Experience
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

Jenna Israni, MBA Jenna Israni, MBA Greater Boston Area Details
Jenna Israni, MBA's Fiduciary Trust Company Experience February 2009 - Present
Job Account Administrator at Fiduciary Trust Company
Industry Financial Services
Experience
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

Craig Tomlinson Craig Tomlinson Greater New York City Area Details
Craig Tomlinson's Fiduciary Trust Company Experience February 2012 - April 2012
Job Assistant Vice President at Cantor Fitzgerald
Industry Accounting
Experience
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

Kirsten Georges Kirsten Georges Greater New York City Area Details
Kirsten Georges's Fiduciary Trust Company Experience April 2004 - Present
Job Managing Director and Senior Trust Officer at Fiduciary Trust Company International
Industry Banking
Experience
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

Thomas Dempsey Thomas Dempsey Greater New York City Area Details
Thomas Dempsey's Fiduciary Trust Company Experience 1988 - 1999
Job President North America, Fulcrum Asset Management
Industry Financial Services
Experience
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

Anita Hlibczuk Anita Hlibczuk Greater New York City Area Details
Anita Hlibczuk's Fiduciary Trust Company Experience May 2000 - May 2005
Job Senior Analyst at U.S. Steel and Carnegie Pension Fund
Industry Financial Services
Experience
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

Heidi Archie Heidi Archie Greater New York City Area Details
Heidi Archie's Fiduciary Trust Company Experience May 2010 - Present
Job Senior Business Analyst at Fiduciary Trust Company International
Industry Banking
Experience
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

Alex F. Bahamonde Alex F. Bahamonde Miami/Fort Lauderdale Area Details
Alex F. Bahamonde's Fiduciary Trust Company Experience June 1998 - November 2013
Job Seasoned High Net Worth Client Advisor and Relationship Manager
Industry Financial Services
Experience
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

Kelly Dakin Kelly Dakin Providence, Rhode Island Area Details
Kelly Dakin's Fiduciary Trust Company Experience November 1992 - October 2006
Job Head of Mobile Banking Strategy at Citizens Bank
Industry Banking
Experience
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

Joseph A. McOsker, III Joseph A. McOsker, III Greater Boston Area Details
Joseph A. McOsker, III's Fiduciary Trust Company Experience 1999 - Present
Job Vice President at Fiduciary Trust Company
Industry Financial Services
Experience
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

Timothy Candon, CFP® Timothy Candon, CFP® Greater Boston Area Details
Timothy Candon, CFP®'s Fiduciary Trust Company Experience May 2015 - Present
Job Portfolio Engineer at Fiduciary Trust Company
Industry Investment Management
Experience
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

Jamie Pascale Jamie Pascale Greater New York City Area Details
Jamie Pascale's Fiduciary Trust Company Experience August 2011 - Present
Job Client Service Administrator
Industry Financial Services
Experience
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

Stephen Guerra Stephen Guerra Greater Boston Area Details
Stephen Guerra's Fiduciary Trust Company Experience October 2001 - September 2007
Job Principal Consultant at Eagle Investment Systems
Industry Financial Services
Experience
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

Arthur Andon Arthur Andon Boston, Massachusetts Details
Arthur Andon's Fiduciary Trust Company Experience September 2000 - Present
Job Chief Technology Officer at Fiduciary Trust Company
Industry Financial Services
Experience
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

Carrie Blanda Carrie Blanda Greater New York City Area Details
Carrie Blanda's Fiduciary Trust Company Experience November 2006 - August 2011
Job Estate and Trust Professional
Industry Banking
Experience
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

Elie Schulman, Esq. Elie Schulman, Esq. Mineola, New York Details
Elie Schulman, Esq.'s Fiduciary Trust Company Experience September 2010 - June 2012
Job Trust & Estate Litigation Attorney
Industry Legal Services
Experience
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

Jennifer Schanker Jennifer Schanker Greater New York City Area Details
Jennifer Schanker's Fiduciary Trust Company Experience October 2003 - August 2005
Job Fiduciary Assistant at JPMorgan Chase
Industry Banking
Experience
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

Robert Karelitz Robert Karelitz Greater Boston Area Details
Robert Karelitz's Fiduciary Trust Company Experience July 1973 - Present
Job Retired
Industry Financial Services
Experience
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

Joseph McNally Joseph McNally Greater New York City Area Details
Joseph McNally's Fiduciary Trust Company Experience February 1997 - August 1997
Job IT Vendor and Project Management at MetLife
Industry Insurance
Experience
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

Gayllis Ward Gayllis Ward Washington, District Of Columbia Details
Gayllis Ward's Fiduciary Trust Company Experience 1995 - 2007
Job Associate Vice President for Development at the Cato Institute
Industry Think Tanks
Experience
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

Dorothy Von Ahnen Dorothy Von Ahnen Greater New York City Area Details
Dorothy Von Ahnen's Fiduciary Trust Company Experience March 1989 - March 1993
Job District Sales Manager
Industry Logistics and Supply Chain
Experience
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

Beth Ferraro Beth Ferraro Greater New York City Area Details
Beth Ferraro's Fiduciary Trust Company Experience 1992 - 1994
Job Partner & Portfolio Manager at Vertical Capital
Industry Investment Management
Experience
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

Frank Felicelli, CFA Frank Felicelli, CFA San Francisco Bay Area Details
Frank Felicelli, CFA's Fiduciary Trust Company Experience April 2012 - Present
Job Investment Professional
Industry Financial Services
Experience
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

Frank Monaco Frank Monaco Greater New York City Area Details
Frank Monaco's Fiduciary Trust Company Experience January 1981 - September 1985
Job Retired Grievance Rep Sieu Local 32BJ
Industry Nonprofit Organization Management
Experience
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

James Campbell, MBA James Campbell, MBA Greater New York City Area Details
James Campbell, MBA's Fiduciary Trust Company Experience November 2003 - December 2004
Job Director, Management ConsultingRiottoJones, LLC
Industry Financial Services
Experience
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

Stephen J. Dutka, CFA Stephen J. Dutka, CFA Greater Los Angeles Area Details
Stephen J. Dutka, CFA's Fiduciary Trust Company Experience March 2003 - Present
Job Managing Director
Industry Investment Management
Experience
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

Florencio Guerrero Florencio Guerrero Greater New York City Area Details
Florencio Guerrero's Fiduciary Trust Company Experience 1992 - 1998
Job Vice President at Sumitomo Mitsui Trust Bank
Industry Financial Services
Experience
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

Howard Cowan, Howard Cowan, Greater Boston Area Details
Howard Cowan,'s Fiduciary Trust Company Experience July 1989 - Present
Job Vice President at Fiduciary Trust Company
Industry Financial Services
Experience
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

McGowan Carmine McGowan Carmine Greater New York City Area Details
McGowan Carmine's Fiduciary Trust Company Experience January 2012 - Present
Job Vice President Strategic Planning & Development at Fiduciary Trust Company
Industry Investment Management
Experience
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

David Kreindel David Kreindel Greater New York City Area Details
David Kreindel's Fiduciary Trust Company Experience April 2013 - June 2013
Job Creative, passionate, intelligent with analytical and interpersonal skills
Industry Research
Experience
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

Jonathan Hatch Jonathan Hatch Greater New York City Area Details
Jonathan Hatch's Fiduciary Trust Company Experience March 2002 - Present
Job Managing Director at Fiduciary Trust Company
Industry Financial Services
Experience
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

Neal Doying, CFA Neal Doying, CFA Greater New York City Area Details
Neal Doying, CFA's Fiduciary Trust Company Experience 2002 - 2005
Job Portfolio Manager/Analyst at Lazard Asset Management
Industry Investment Management
Experience
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

Corrado Competrini Corrado Competrini Calgary, Canada Area Details
Corrado Competrini's Fiduciary Trust Company Experience January 2007 - Present
Job VP Mutual Fund Services at Fiduciary Trust Company
Industry Investment Management
Experience
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

Mary Wallace Mary Wallace Houston, Texas Details
Mary Wallace's Fiduciary Trust Company Experience October 1995 - December 1998
Job Relationship Manager at Deustche Bank
Industry Banking
Experience
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

Andrew J. Galligan, Jr., CFA Andrew J. Galligan, Jr., CFA Greater New York City Area Details
Andrew J. Galligan, Jr., CFA's Fiduciary Trust Company Experience June 1998 - September 2000
Job Senior Investment Analyst at American Century Investments
Industry Investment Management
Experience
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

Carolyn Chandler Carolyn Chandler Greater New York City Area Details
Carolyn Chandler's Fiduciary Trust Company Experience October 2010 - August 2012
Job Asset Management Bank Examiner at Office of the Comptroller of the Currency
Industry Investment Management
Experience
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

Brenda Fernandez Brenda Fernandez Greater New York City Area Details
Brenda Fernandez's Fiduciary Trust Company Experience May 2004 - September 2007
Job Executive Assistant to the President at Global Association of Risk Professionals / Continuing Education Associate
Industry Financial Services
Experience
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

Sarah E. Ludden Sarah E. Ludden Greater Boston Area Details
Sarah E. Ludden's Fiduciary Trust Company Experience September 2008 - Present
Job Account Administrator at Fiduciary Trust Company
Industry Financial Services
Experience
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

SF Lee SF Lee Greater New York City Area Details
SF Lee's Fiduciary Trust Company Experience September 1998 - March 2004
Job Benefits Supervisor at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
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

Douglas Moliterno Douglas Moliterno Amagansett, New York Details
Douglas Moliterno's Fiduciary Trust Company Experience January 2005 - April 2007
Job Moliterno P.C.
Industry Law Practice
Experience
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

Edward Eisert Edward Eisert Greater New York City Area Details
Edward Eisert's Fiduciary Trust Company Experience August 2002 - May 2007
Job Owner, Lawyer
Industry Law Practice
Experience
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

Charles M. Amorese Charles M. Amorese New York, New York Details
Charles M. Amorese's Fiduciary Trust Company Experience October 1981 - May 1984
Job Manager, Fiduciary Accounting at Sullivan & Cromwell LLP
Industry Law Practice
Experience
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

Patrick Pembroke Patrick Pembroke Washington D.C. Metro Area Details
Patrick Pembroke's Fiduciary Trust Company Experience June 2012 - August 2012
Job Analyst at JPMorgan Chase
Industry Higher Education
Experience
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

Neil Buchholtz Neil Buchholtz Greater New York City Area Details
Neil Buchholtz's Fiduciary Trust Company Experience July 1984 - Present
Job VP Tax Accountant at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company   July 1984 - Present

Education
Baruch College
Bachelor of Business Adm, Accounting

Gloria Lastra Gloria Lastra Greater New York City Area Details
Gloria Lastra's Fiduciary Trust Company Experience April 2000 - February 2001
Job Financial Services Professional
Industry Financial Services
Experience
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

Nito Roque Nito Roque Greater Philadelphia Area Details
Nito Roque's Fiduciary Trust Company Experience March 1988 - May 1989
Job .NET Developer at Optimum Systems, Inc.
Industry Computer Software
Experience
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

Shania Weir-Fanelli Shania Weir-Fanelli Scarsdale, New York Details
Shania Weir-Fanelli's Fiduciary Trust Company Experience November 2010 - Present
Job Assistant Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company   November 2010 - Present
US Trust  October 2006 - November 2010

Education
Clark Atlanta University   2000 — 2004
B.A., Accounting

Jerome M Richardson Jerome M Richardson New York, New York Details
Jerome M Richardson's Fiduciary Trust Company Experience 1989 - 1997
Job Vice President at Alliance Bernstein
Industry Investment Management
Experience
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

Mike Mullaney Mike Mullaney Scituate, Massachusetts Details
Mike Mullaney's Fiduciary Trust Company Experience
Job Chief Investment Officer at Fiduciary Trust Company
Industry Financial Services
Experience
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

Arthur Whitehead Arthur Whitehead Toms River, New Jersey Details
Arthur Whitehead's Fiduciary Trust Company Experience April 1963 - February 1975
Job Retired
Industry Information Technology and Services
Experience
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

Casey Jo Williamson Casey Jo Williamson Brookline, Massachusetts Details
Casey Jo Williamson's Fiduciary Trust Company Experience March 2014 - August 2014
Job Assistant Project Manager at 829 Studios
Industry Marketing and Advertising
Experience
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

Jazmin Reynoso Jazmin Reynoso New York, New York Details
Jazmin Reynoso's Fiduciary Trust Company Experience July 2006 - November 2008
Job Investment Professional with 8 yrs of Experience: Client Service/Onboarding/ Compliance Monitoring
Industry Financial Services
Experience
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

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