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
Carolyn Simon Carolyn Simon's Fiduciary Trust Company Experience 1989 - 1992
Job Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
Stephanie Soybel's Fiduciary Trust Company Experience May 2008 - August 2008
Job Vice President, Treasury Sales Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch September 2012 - November 2014
Bank of America Merrill Lynch July 2011 - September 2012
Customer Portfolios June 2009 - August 2009
Fiduciary Trust Company May 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Skills
Equities, Fixed Income, Valuation, Corporate Finance, Investments, Bloomberg, Finance, Banking, Financial Modeling, Investment Banking, Treasury, Treasury Management, Portfolio Management, Securities, Analysis
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Major in Economics, Minor in Environmental Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch September 2012 - November 2014
Bank of America Merrill Lynch July 2011 - September 2012
Customer Portfolios June 2009 - August 2009
Fiduciary Trust Company May 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Skills
Equities, Fixed Income, Valuation, Corporate Finance, Investments, Bloomberg, Finance, Banking, Financial Modeling, Investment Banking, Treasury, Treasury Management, Portfolio Management, Securities, Analysis
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Major in Economics, Minor in Environmental Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Aileen Call Aileen Call's Fiduciary Trust Company Experience September 2003 - Present
Job Vice President/Fixed Income Trading at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust Company September 2003 - Present
Osterweis Capital Management June 2000 - January 2003
Franklin Templeton Investments July 1994 - June 2000
Education
University of San Francisco
BS, Accounting
Fiduciary Trust Company September 2003 - Present
Osterweis Capital Management June 2000 - January 2003
Franklin Templeton Investments July 1994 - June 2000
Education
University of San Francisco
BS, Accounting
Allison Katz Allison Katz's Fiduciary Trust Company Experience August 1998 - September 2006
Job Talent Acquisition / Human Resources
Industry Financial Services
Experience
AIG April 2015 - Present
Marsh & McLennan Companies, Inc. November 2006 - April 2015
Fiduciary Trust Company August 1998 - September 2006
American Stock Exchange May 1988 - August 1998
Skills
Human Resources, Recruiting, Diversity & Inclusion, Strategy, Leadership, Talent Management, Applicant Tracking..., Workforce Planning, Training, Management Consulting, Strategic Partnerships, College Recruiting, Employee Relations, Management, Talent Acquisition, Onboarding, Vendor Management, Benefits Negotiation, Performance Management, Team Building, HR Policies
Education
State University of New York at Albany
BA, Psychology and Business Administration
AIG April 2015 - Present
Marsh & McLennan Companies, Inc. November 2006 - April 2015
Fiduciary Trust Company August 1998 - September 2006
American Stock Exchange May 1988 - August 1998
Skills
Human Resources, Recruiting, Diversity & Inclusion, Strategy, Leadership, Talent Management, Applicant Tracking..., Workforce Planning, Training, Management Consulting, Strategic Partnerships, College Recruiting, Employee Relations, Management, Talent Acquisition, Onboarding, Vendor Management, Benefits Negotiation, Performance Management, Team Building, HR Policies
Education
State University of New York at Albany
BA, Psychology and Business Administration
Randy Kinard Randy Kinard's Fiduciary Trust Company Experience 2005 - Present
Job Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company 2005 - Present
JP Morgan June 1989 - May 2005
Salomon Brothers June 1987 - May 1989
Skills
Equities, Asset Management, Alternative Investments, Research, Securities, Fixed Income, Portfolio Management, Business Strategy, Mutual Funds, Investments, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Princeton University 1979 — 1983
BSE, Geological Engineering
Fiduciary Trust Company 2005 - Present
JP Morgan June 1989 - May 2005
Salomon Brothers June 1987 - May 1989
Skills
Equities, Asset Management, Alternative Investments, Research, Securities, Fixed Income, Portfolio Management, Business Strategy, Mutual Funds, Investments, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Princeton University 1979 — 1983
BSE, Geological Engineering
Antonella Moretta Antonella Moretta's Fiduciary Trust Company Experience June 2008 - Present
Job Investment Associate, Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company June 2008 - Present
Fiduciary Trust Company International September 2003 - June 2008
Telligent Investment Management LLC June 2002 - August 2003
Merrill Lynch September 2001 - December 2001
Skills
Bloomberg, Factset, Monte Carlo Simulation, Charles River, Equities, Mutual Funds, Charles River IMS, Asset Allocation, High Net Worth..., Investments, Portfolio Management, Securities, Trading, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Fontbonne hall academy
Fiduciary Trust Company June 2008 - Present
Fiduciary Trust Company International September 2003 - June 2008
Telligent Investment Management LLC June 2002 - August 2003
Merrill Lynch September 2001 - December 2001
Skills
Bloomberg, Factset, Monte Carlo Simulation, Charles River, Equities, Mutual Funds, Charles River IMS, Asset Allocation, High Net Worth..., Investments, Portfolio Management, Securities, Trading, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Fontbonne hall academy
Timothy McCarthy's Fiduciary Trust Company Experience January 1994 - December 1995
Job Director of Information Technology at GForm
Industry Information Technology and Services
Experience
G-Form September 2014 - Present
St. Augustine School January 2008 - Present
Speidel, LLC June 2006 - April 2014
PDAI, LLC October 2000 - June 2006
Triumvirate Environmental December 1995 - October 2000
Fiduciary Trust Company January 1994 - December 1995
Schneider, Reilly, Zabin & Costello, P.C. October 1985 - December 1993
Skills
Project Management, CRM, Management, SaaS, Process Improvement, ERP, Cross-functional Team..., Active Directory, Strategy, Databases, Network Security, Business Process, Application Architecture, Blackberry Enterprise..., Infrastructure..., Mobile Applications, Google Apps, Software Development..., EMC Storage Solutions, SDLC, Telecommunications..., VMware Server, Cisco and SonicWALL..., Data Warehousing, Marts..., SAP, Technology Procurement, ERP Systems and..., Application Team..., Data Center Management, Cisco VoIP, Voicemail..., E-Discovery, Electronic Data..., PCI Standards and..., Acquisitions and..., Microsoft, Mac, Linux..., Active Directory..., Vendor Selection and..., Microsoft Exchange 5.5..., Lotus Notes/Domino..., Department Management..., MS SQL 7 - 2010,..., Querying and reporting..., Dynamics, Microsoft..., Backup Software,..., Business Continuity and..., Legal Industry..., Financial Industry..., Software/SaaS/Cloud..., Retail Industry..., Google Admin and Vault
Education
University of Massachusetts Boston 1985 — 1989
BS, Computer Science
G-Form September 2014 - Present
St. Augustine School January 2008 - Present
Speidel, LLC June 2006 - April 2014
PDAI, LLC October 2000 - June 2006
Triumvirate Environmental December 1995 - October 2000
Fiduciary Trust Company January 1994 - December 1995
Schneider, Reilly, Zabin & Costello, P.C. October 1985 - December 1993
Skills
Project Management, CRM, Management, SaaS, Process Improvement, ERP, Cross-functional Team..., Active Directory, Strategy, Databases, Network Security, Business Process, Application Architecture, Blackberry Enterprise..., Infrastructure..., Mobile Applications, Google Apps, Software Development..., EMC Storage Solutions, SDLC, Telecommunications..., VMware Server, Cisco and SonicWALL..., Data Warehousing, Marts..., SAP, Technology Procurement, ERP Systems and..., Application Team..., Data Center Management, Cisco VoIP, Voicemail..., E-Discovery, Electronic Data..., PCI Standards and..., Acquisitions and..., Microsoft, Mac, Linux..., Active Directory..., Vendor Selection and..., Microsoft Exchange 5.5..., Lotus Notes/Domino..., Department Management..., MS SQL 7 - 2010,..., Querying and reporting..., Dynamics, Microsoft..., Backup Software,..., Business Continuity and..., Legal Industry..., Financial Industry..., Software/SaaS/Cloud..., Retail Industry..., Google Admin and Vault
Education
University of Massachusetts Boston 1985 — 1989
BS, Computer Science
Janine Scura's Fiduciary Trust Company Experience July 2004 - August 2005
Job BOLI Product Manager at The Prudential Insurance Company of America
Industry Insurance
Experience
Prudential Financial August 2007 - Present
Prudential Financial August 2005 - August 2007
Fiduciary Trust Company July 2004 - August 2005
Skills
Insurance, Financial Services, Risk Management, Investments, Business Analysis, Relationship Management, Life Insurance, Securities, Financial Analysis, Fixed Income, Banking, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2009
Master of Business Administration (MBA), Management, Marketing
University of Miami 2001 — 2004
Bachelor of Business Administration (BBA), Finance, Business Law
Mountain Lakes High School 1996 — 2000
Prudential Financial August 2007 - Present
Prudential Financial August 2005 - August 2007
Fiduciary Trust Company July 2004 - August 2005
Skills
Insurance, Financial Services, Risk Management, Investments, Business Analysis, Relationship Management, Life Insurance, Securities, Financial Analysis, Fixed Income, Banking, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2009
Master of Business Administration (MBA), Management, Marketing
University of Miami 2001 — 2004
Bachelor of Business Administration (BBA), Finance, Business Law
Mountain Lakes High School 1996 — 2000
Niamh Marnell Niamh Marnell's Fiduciary Trust Company Experience 2004 - 2005
Job Freelance Writer and Editor
Industry Writing and Editing
Experience
Self employed January 2011 - Present
Community Impact Newspaper July 2010 - January 2011
DC Bureau May 2010 - July 2010
Harvard University 2007 - 2008
MIT 2007 - 2008
MIT Department of Materials Science and Engineering 2006 - 2007
Fiduciary Trust Company 2004 - 2005
Skills
Editing, Magazines, Web Content, Copy Editing, Research, Journalism, Proofreading, Publications, AP Style, Newspapers, Feature Articles, Editorial, Fact-checking
Education
The University of Chicago 2005 — 2006
MA, Social Sciences - Political Science, Sociology, Psychology
University of Massachusetts, Amherst 1999 — 2002
BA, Psychology
Brookline High School 1997 — 1999
Self employed January 2011 - Present
Community Impact Newspaper July 2010 - January 2011
DC Bureau May 2010 - July 2010
Harvard University 2007 - 2008
MIT 2007 - 2008
MIT Department of Materials Science and Engineering 2006 - 2007
Fiduciary Trust Company 2004 - 2005
Skills
Editing, Magazines, Web Content, Copy Editing, Research, Journalism, Proofreading, Publications, AP Style, Newspapers, Feature Articles, Editorial, Fact-checking
Education
The University of Chicago 2005 — 2006
MA, Social Sciences - Political Science, Sociology, Psychology
University of Massachusetts, Amherst 1999 — 2002
BA, Psychology
Brookline High School 1997 — 1999
Jen Gaudette's Fiduciary Trust Company Experience 2000 - 2001
Job Senior Web Editor at EMD Millipore
Industry Publishing
Experience
EMD Millipore April 2009 - Present
Kates-Boylston March 2003 - September 2008
Spi Group 2002 - 2003
Fiduciary Trust Company International 2000 - 2001
Fiduciary Trust company 2000 - 2001
Carnegie Corporation of New York 1998 - 2000
Skills
Publishing, Editing, Social Media Marketing, Social Media, Proofreading, Content Management, Online Advertising, Marketing Strategy, Copy Editing, Marketing Communications, Email Marketing, Web Content, Publications, Books, Marketing, QuarkXPress, Editorial, Newsletters, Press Releases, Copywriting, Content Strategy, Content Development, Web Content Management, Nonprofits, Media Relations, Blogging
Education
Vermont College of Fine Arts 1996 — 1998
MFA, Writing
Salem State University 1990 — 1993
BA, English/Writing
EMD Millipore April 2009 - Present
Kates-Boylston March 2003 - September 2008
Spi Group 2002 - 2003
Fiduciary Trust Company International 2000 - 2001
Fiduciary Trust company 2000 - 2001
Carnegie Corporation of New York 1998 - 2000
Skills
Publishing, Editing, Social Media Marketing, Social Media, Proofreading, Content Management, Online Advertising, Marketing Strategy, Copy Editing, Marketing Communications, Email Marketing, Web Content, Publications, Books, Marketing, QuarkXPress, Editorial, Newsletters, Press Releases, Copywriting, Content Strategy, Content Development, Web Content Management, Nonprofits, Media Relations, Blogging
Education
Vermont College of Fine Arts 1996 — 1998
MFA, Writing
Salem State University 1990 — 1993
BA, English/Writing
Andrew T. Murtha, CFA Andrew T. Murtha, CFA's Fiduciary Trust Company Experience August 2000 - December 2006
Job Sr. Investment Strategist
Industry Investment Management
Experience
McCollum Christoferson Group April 2014 - Present
Aleksandrowicz Advisors, Inc. February 2012 - March 2014
Franklin Templeton Investments July 2010 - January 2012
M&T Bank January 2007 - June 2010
Fiduciary Trust Company August 2000 - December 2006
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Asset Allocation, Fixed Income, Valuation, Equities, Bloomberg, Alternative Investments, Investments, Mutual Funds
Education
Rutgers Graduate School of Management 1998 — 2000
MBA, Finance & Marketing
Rutgers, The State University of New Jersey-Newark 1995 — 1998
BA, Economics
McCollum Christoferson Group April 2014 - Present
Aleksandrowicz Advisors, Inc. February 2012 - March 2014
Franklin Templeton Investments July 2010 - January 2012
M&T Bank January 2007 - June 2010
Fiduciary Trust Company August 2000 - December 2006
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Asset Allocation, Fixed Income, Valuation, Equities, Bloomberg, Alternative Investments, Investments, Mutual Funds
Education
Rutgers Graduate School of Management 1998 — 2000
MBA, Finance & Marketing
Rutgers, The State University of New Jersey-Newark 1995 — 1998
BA, Economics
Jennifer Cabral Jennifer Cabral's Fiduciary Trust Company Experience January 2005 - Present
Job Supervisor Corporate Services at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust Company January 2005 - Present
Fiduciary Trust Company January 2001 - January 2005
Fiduciary Trust Company December 1999 - January 2001
Fiduciary Trust Company January 1998 - December 1999
Skills
Management, Payroll, Program Management, Training, Process Improvement, Customer Service, Facilities Management, Project Management, Human Resources, Equities, Talent Acquisition, Leadership, Business Analysis, Strategic Planning, Team Leadership, Project Planning, Access, Outlook, Budgets, Financial Services, Employee Relations, ADP Payroll
Education
Simmons College 1990 — 1993
BS, Accounting
Fiduciary Trust Company January 2005 - Present
Fiduciary Trust Company January 2001 - January 2005
Fiduciary Trust Company December 1999 - January 2001
Fiduciary Trust Company January 1998 - December 1999
Skills
Management, Payroll, Program Management, Training, Process Improvement, Customer Service, Facilities Management, Project Management, Human Resources, Equities, Talent Acquisition, Leadership, Business Analysis, Strategic Planning, Team Leadership, Project Planning, Access, Outlook, Budgets, Financial Services, Employee Relations, ADP Payroll
Education
Simmons College 1990 — 1993
BS, Accounting
Nicholas Mutsakis's Fiduciary Trust Company Experience June 2013 - August 2013
Job Associate at PricewaterhouseCoopers
Industry
Experience
Fiduciary Trust Company June 2013 - August 2013
The Johns Hopkins University, Applied Mathematics and Statistics Department August 2012 - December 2012
Fiduciary Trust Company June 2012 - August 2012
Skills
Quantitative Research, Applied Mathematics, Quantitative Finance, Quantitative Analytics, Monte Carlo Simulation, Time Series Analysis, Statistical Data..., Python, R, Statistics, Matlab, Data Analysis, Microsoft Office, Microsoft Excel, Research, Economics, VBA, PowerPoint, Statistical Modeling
Education
The Johns Hopkins University 2013 — 2014
Master of Science in Engineering (MSE), Financial Mathematics
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Applied Mathematics & Statistics and Economics
Fiduciary Trust Company June 2013 - August 2013
The Johns Hopkins University, Applied Mathematics and Statistics Department August 2012 - December 2012
Fiduciary Trust Company June 2012 - August 2012
Skills
Quantitative Research, Applied Mathematics, Quantitative Finance, Quantitative Analytics, Monte Carlo Simulation, Time Series Analysis, Statistical Data..., Python, R, Statistics, Matlab, Data Analysis, Microsoft Office, Microsoft Excel, Research, Economics, VBA, PowerPoint, Statistical Modeling
Education
The Johns Hopkins University 2013 — 2014
Master of Science in Engineering (MSE), Financial Mathematics
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Applied Mathematics & Statistics and Economics
Elisa Pickel Elisa Pickel's Fiduciary Trust Company Experience August 2012 - Present
Job Trust Officer at Fiduciary Trust Company
Industry Law Practice
Experience
Fiduciary Trust Company August 2012 - Present
Fiduciary Trust Company June 2011 - April 2012
SECURITIES ARBITRATION CLINIC / ST. VINCENT DE PAUL LEGAL PROGRAM, INC January 2011 - May 2011
NINTH JUDICIAL DISTRICT June 2010 - August 2010
law office January 2010 - May 2010
INTERACTIVE BUSINESS SERVICES June 1996 - May 2010
Skills
Legal Research, Litigation, Arbitration, Legal Writing, Westlaw, Mediation, LexisNexis, Corporate Law, Securities, Legal Assistance
Education
ST. JOHN'S UNIVERSITY SCHOOL OF LAW 2009 — 2012
J.D., cum laude
St. John's University
B.S, Computer Science; magna cum laude
Fiduciary Trust Company August 2012 - Present
Fiduciary Trust Company June 2011 - April 2012
SECURITIES ARBITRATION CLINIC / ST. VINCENT DE PAUL LEGAL PROGRAM, INC January 2011 - May 2011
NINTH JUDICIAL DISTRICT June 2010 - August 2010
law office January 2010 - May 2010
INTERACTIVE BUSINESS SERVICES June 1996 - May 2010
Skills
Legal Research, Litigation, Arbitration, Legal Writing, Westlaw, Mediation, LexisNexis, Corporate Law, Securities, Legal Assistance
Education
ST. JOHN'S UNIVERSITY SCHOOL OF LAW 2009 — 2012
J.D., cum laude
St. John's University
B.S, Computer Science; magna cum laude
Thaddeus Pitney's Fiduciary Trust Company Experience September 1999 - April 2003
Job Assistant General Counsel at CR Bard
Industry Law Practice
Experience
C. R. Bard Inc. January 2015 - Present
Barclays July 2014 - January 2015
Shearman & Sterling LLP March 2011 - January 2015
Cravath, Swaine & Moore LLP September 2006 - February 2011
Fiduciary Trust Company September 1999 - April 2003
Skills
Securities Regulation, Corporate Law, Corporate Governance, Cross-border..., Mergers & Acquisitions, Capital Markets, Legal Research, Legal Writing, Securities, Due Diligence, High Yield Bonds, Joint Ventures, Leveraged Finance, SEC Filings, Risk Management, Contract Negotiation, Sustainability, Lean Six Sigma
Education
Syracuse University College of Law 2003 — 2006
Doctor of Law (JD), summa cum laude
Princeton University 1995 — 1999
AB, Political Economics
C. R. Bard Inc. January 2015 - Present
Barclays July 2014 - January 2015
Shearman & Sterling LLP March 2011 - January 2015
Cravath, Swaine & Moore LLP September 2006 - February 2011
Fiduciary Trust Company September 1999 - April 2003
Skills
Securities Regulation, Corporate Law, Corporate Governance, Cross-border..., Mergers & Acquisitions, Capital Markets, Legal Research, Legal Writing, Securities, Due Diligence, High Yield Bonds, Joint Ventures, Leveraged Finance, SEC Filings, Risk Management, Contract Negotiation, Sustainability, Lean Six Sigma
Education
Syracuse University College of Law 2003 — 2006
Doctor of Law (JD), summa cum laude
Princeton University 1995 — 1999
AB, Political Economics
Ronald Raymond Ronald Raymond's Fiduciary Trust Company Experience April 2004 - April 2007
Job Chief Operating Officer / Chief Compliance Officer at Blueshift Capital
Industry Investment Management
Experience
The Carlyle Group January 2013 - October 2013
Vermillion LLC August 2008 - October 2013
Dreman Value Management April 2007 - June 2008
Fiduciary Trust Company April 2004 - April 2007
Arnhold & S. Bleichroeder September 2000 - April 2004
March Partners / Langdon Street Capital February 1999 - August 2000
Appaloosa LLC June 1997 - February 1999
Prudential Financial November 1995 - June 1997
Skills
Hedge Funds, Bloomberg, Securities, Equities, Back Office, Investments, Problem Solving, Order Management, Process Improvement, Excel, Access, Accounting, Integration, Microsoft Office, Asset, SQL Server, Derivatives, Administration, Asset Management, Fixed Income, SQL, Word, FX, Documentation, Requirements Analysis, Pricing, Outsourcing, Alternative Investments, Product Development, Process Engineering, Planning, Financial Reporting, Strategic Planning, Reconciliation, Product Management, Team Building, Business Analysis, PowerPoint, Compliance, Commodity, Softs, Soft Commodities, LIFFE, Financial Futures, X-Trader, Trading Software, NYMEX, Globex, Structured Commodity..., Microsoft Word
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
Bachelor's degree, Finance, General
Bishop Ahr
The Carlyle Group January 2013 - October 2013
Vermillion LLC August 2008 - October 2013
Dreman Value Management April 2007 - June 2008
Fiduciary Trust Company April 2004 - April 2007
Arnhold & S. Bleichroeder September 2000 - April 2004
March Partners / Langdon Street Capital February 1999 - August 2000
Appaloosa LLC June 1997 - February 1999
Prudential Financial November 1995 - June 1997
Skills
Hedge Funds, Bloomberg, Securities, Equities, Back Office, Investments, Problem Solving, Order Management, Process Improvement, Excel, Access, Accounting, Integration, Microsoft Office, Asset, SQL Server, Derivatives, Administration, Asset Management, Fixed Income, SQL, Word, FX, Documentation, Requirements Analysis, Pricing, Outsourcing, Alternative Investments, Product Development, Process Engineering, Planning, Financial Reporting, Strategic Planning, Reconciliation, Product Management, Team Building, Business Analysis, PowerPoint, Compliance, Commodity, Softs, Soft Commodities, LIFFE, Financial Futures, X-Trader, Trading Software, NYMEX, Globex, Structured Commodity..., Microsoft Word
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
Bachelor's degree, Finance, General
Bishop Ahr
Gavin Freytag Gavin Freytag's Fiduciary Trust Company Experience March 1990 - June 1994
Job Senior Vice President
Industry Hospitality
Experience
Rockbridge March 2003 - Present
Profitworks, Ltd. June 1996 - February 2003
Fiduciary Trust Company March 1990 - June 1994
Skills
Financial Analysis, Due Diligence, Strategic Planning, Asset Management, Entrepreneurship, Management, Investments, Mergers, Strategy
Education
The University of Chicago Booth School of Business 1994 — 1996
Trinity College-Hartford 1985 — 1989
BA
Columbus Academy 1979 — 1985
Rockbridge March 2003 - Present
Profitworks, Ltd. June 1996 - February 2003
Fiduciary Trust Company March 1990 - June 1994
Skills
Financial Analysis, Due Diligence, Strategic Planning, Asset Management, Entrepreneurship, Management, Investments, Mergers, Strategy
Education
The University of Chicago Booth School of Business 1994 — 1996
Trinity College-Hartford 1985 — 1989
BA
Columbus Academy 1979 — 1985
Christine Mariano's Fiduciary Trust Company Experience June 1983 - June 1986
Job Realtor/Sales Associate at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Greater Princeton Office March 2013 - Present
South Brunswick Township August 2011 - Present
South Brunswick Public Schools December 2004 - Present
Fitness Together January 2005 - November 2009
Custom Home Design January 1990 - July 2002
CCH Computax June 1986 - January 1990
Fiduciary Trust Company June 1983 - June 1986
NJ Society of CPAs October 1982 - June 1983
Skills
Writing, Public Speaking, Public Relations, Event Planning, Leadership, Marketing Communications, Press Releases, Budgets, Newsletters, Fundraising, Nonprofits, Program Management, Editing, Event Management, Teaching, Microsoft Office, Proofreading, Team Building, Customer Service, Non-profits, Social Media, Microsoft Excel, Program Development, Coaching, Volunteer Management, Training, Real Estate
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Communications
Long & Foster Greater Princeton Office March 2013 - Present
South Brunswick Township August 2011 - Present
South Brunswick Public Schools December 2004 - Present
Fitness Together January 2005 - November 2009
Custom Home Design January 1990 - July 2002
CCH Computax June 1986 - January 1990
Fiduciary Trust Company June 1983 - June 1986
NJ Society of CPAs October 1982 - June 1983
Skills
Writing, Public Speaking, Public Relations, Event Planning, Leadership, Marketing Communications, Press Releases, Budgets, Newsletters, Fundraising, Nonprofits, Program Management, Editing, Event Management, Teaching, Microsoft Office, Proofreading, Team Building, Customer Service, Non-profits, Social Media, Microsoft Excel, Program Development, Coaching, Volunteer Management, Training, Real Estate
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Communications
Cary LaMay Cary LaMay's Fiduciary Trust Company Experience January 1993 - September 1993
Job Desktop Platforms Product Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank November 2013 - Present
First Citizens Bank (Contractor) May 2013 - November 2013
Citigroup May 2005 - May 2013
Citigroup June 2002 - May 2005
Citigroup February 1997 - June 2002
Morgan Stanley September 1995 - February 1997
Sterling Software September 1993 - September 1995
Fiduciary Trust Company January 1993 - September 1993
Fiduciary Trust Company February 1992 - January 1993
Electronics Boutique September 1991 - February 1992
Skills
VMware, ITIL, Windows 7, XP, IT Management, Windows, Program Management, Cloud Computing, DynamicOps, Six Sigma, Virtual Server, Active Directory, Mac OS X, Microsoft Office, Outlook, Internet Explorer, Computer Proficiency, Computer Hardware, Laptops, Software Installation, Desktop Support, ESM, SharePoint, Troubleshooting, Printers, Hummingbird Exceed, Disaster Recovery, Infrastructure, Citrix, Testing, System Deployment, System Administration, DNS, Technical Support, IT Operations, Project Management, Hardware, IT Service Management, Windows Server
Education
State University of New York at Albany 1987 — 1991
B.A., Computer Science
Deutsche Bank November 2013 - Present
First Citizens Bank (Contractor) May 2013 - November 2013
Citigroup May 2005 - May 2013
Citigroup June 2002 - May 2005
Citigroup February 1997 - June 2002
Morgan Stanley September 1995 - February 1997
Sterling Software September 1993 - September 1995
Fiduciary Trust Company January 1993 - September 1993
Fiduciary Trust Company February 1992 - January 1993
Electronics Boutique September 1991 - February 1992
Skills
VMware, ITIL, Windows 7, XP, IT Management, Windows, Program Management, Cloud Computing, DynamicOps, Six Sigma, Virtual Server, Active Directory, Mac OS X, Microsoft Office, Outlook, Internet Explorer, Computer Proficiency, Computer Hardware, Laptops, Software Installation, Desktop Support, ESM, SharePoint, Troubleshooting, Printers, Hummingbird Exceed, Disaster Recovery, Infrastructure, Citrix, Testing, System Deployment, System Administration, DNS, Technical Support, IT Operations, Project Management, Hardware, IT Service Management, Windows Server
Education
State University of New York at Albany 1987 — 1991
B.A., Computer Science
Sheila Hartnett-Devlin, CFA Sheila Hartnett-Devlin, CFA's Fiduciary Trust Company Experience October 1980 - January 2004
Job Senior Vice President Head of Institutional at American Century Investments
Industry Financial Services
Experience
American Century Investments November 2011 - Present
Mannington Mills, Inc. May 2005 - Present
South Jersey Industries April 1999 - Present
American Century Investments December 2008 - October 2011
Mercy Investment Services 2003 - 2010
Cohen, Klingenstein & Marks September 2005 - October 2008
Fiduciary Trust Company October 1980 - January 2004
Skills
Equities, Asset Allocation, Financial Modeling, Portfolio Management, Asset Managment, Investments, Strategy, Valuation, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Fixed Income, 401k, Wealth Management, Bonds, Emerging Markets, Management, Equity Research, Capital Markets, Risk Management, Investor Relations, Finance, Financial Services, Due Diligence, Strategic Financial..., Private Banking, Retirement, Fund Of Funds, Investment Banking, Investment Advisory, Economics, Equity Valuation, Relationship Management, Mutual Funds, Securities, Financial Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
American Century Investments November 2011 - Present
Mannington Mills, Inc. May 2005 - Present
South Jersey Industries April 1999 - Present
American Century Investments December 2008 - October 2011
Mercy Investment Services 2003 - 2010
Cohen, Klingenstein & Marks September 2005 - October 2008
Fiduciary Trust Company October 1980 - January 2004
Skills
Equities, Asset Allocation, Financial Modeling, Portfolio Management, Asset Managment, Investments, Strategy, Valuation, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Fixed Income, 401k, Wealth Management, Bonds, Emerging Markets, Management, Equity Research, Capital Markets, Risk Management, Investor Relations, Finance, Financial Services, Due Diligence, Strategic Financial..., Private Banking, Retirement, Fund Of Funds, Investment Banking, Investment Advisory, Economics, Equity Valuation, Relationship Management, Mutual Funds, Securities, Financial Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
Brian K. Snell, CTP Brian K. Snell, CTP's Fiduciary Trust Company Experience February 1996 - August 1998
Job Director, Treasury & Cash Management at ConsolidatedTomoka Land Co. (NYSE Amex: CTO)
Industry Real Estate
Experience
Consolidated-Tomoka Land Co. (NYSE Amex: CTO) March 2013 - Present
Simply Self Storage October 2008 - March 2013
NGP Management LLC August 2005 - October 2008
Thomson Financial September 2004 - August 2005
Modus Link February 2004 - September 2004
Woodworkers Warehouse July 1999 - December 2003
Pilgrim Insurance August 1998 - July 1999
Fiduciary Trust Company February 1996 - August 1998
Skills
Microsoft Office, Cash Management, Cash Flow Forecasting, Treasury Management, Banking, Account Reconciliation, Finance, Financial Reporting, Accounting, Accounts Payable, General Ledger, Managerial Finance, Auditing, Data Entry, Variance Analysis, Credit, Analysis, Internal Controls, Process Improvement, Payments, Internal Audit
Education
Roberts Wesleyan College 1992 — 1995
B.S., Mathematics
Consolidated-Tomoka Land Co. (NYSE Amex: CTO) March 2013 - Present
Simply Self Storage October 2008 - March 2013
NGP Management LLC August 2005 - October 2008
Thomson Financial September 2004 - August 2005
Modus Link February 2004 - September 2004
Woodworkers Warehouse July 1999 - December 2003
Pilgrim Insurance August 1998 - July 1999
Fiduciary Trust Company February 1996 - August 1998
Skills
Microsoft Office, Cash Management, Cash Flow Forecasting, Treasury Management, Banking, Account Reconciliation, Finance, Financial Reporting, Accounting, Accounts Payable, General Ledger, Managerial Finance, Auditing, Data Entry, Variance Analysis, Credit, Analysis, Internal Controls, Process Improvement, Payments, Internal Audit
Education
Roberts Wesleyan College 1992 — 1995
B.S., Mathematics
Monique Kosse's Fiduciary Trust Company Experience December 2001 - November 2005
Job Managing Partner at Access Capital Advisors
Industry Capital Markets
Experience
Access Capital Advisors July 2015 - Present
MK Consulting November 2014 - Present
Bertner Advisors, LLC September 2013 - November 2014
Palisade Capital Management November 2007 - September 2013
Rochdale Investment Management December 2005 - November 2007
Fiduciary Trust Company December 2001 - November 2005
Deutsche Asset Management December 2000 - December 2001
Deutsche Asset Management May 1998 - December 2000
Corn Refiners Association August 1992 - June 1997
Chemical Manufacturers Association August 1989 - August 1992
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
St. Olaf College 1985 — 1989
Bachelor's degree, Chemistry and German
Access Capital Advisors July 2015 - Present
MK Consulting November 2014 - Present
Bertner Advisors, LLC September 2013 - November 2014
Palisade Capital Management November 2007 - September 2013
Rochdale Investment Management December 2005 - November 2007
Fiduciary Trust Company December 2001 - November 2005
Deutsche Asset Management December 2000 - December 2001
Deutsche Asset Management May 1998 - December 2000
Corn Refiners Association August 1992 - June 1997
Chemical Manufacturers Association August 1989 - August 1992
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
St. Olaf College 1985 — 1989
Bachelor's degree, Chemistry and German
Elizabeth Dellaccio Elizabeth Dellaccio's Fiduciary Trust Company Experience June 1998 - November 2000
Job Associate Director at Sony Music Entertainment
Industry Music
Experience
Sony Music Entertainment January 2006 - March 2014
Sanctuary Records Group June 2004 - November 2005
Dresdner RCM Global Investors November 2000 - January 2002
Fiduciary Trust Company June 1998 - November 2000
Skills
Music Industry, Entertainment, Record Labels, Music, Music Publishing, Digital Media, Digital Strategy, Social Media, Social Networking, Marketing Strategy, Advertising
Education
State University of New York at Buffalo
B.S., Business Administration - Marketing/Finance
Sony Music Entertainment January 2006 - March 2014
Sanctuary Records Group June 2004 - November 2005
Dresdner RCM Global Investors November 2000 - January 2002
Fiduciary Trust Company June 1998 - November 2000
Skills
Music Industry, Entertainment, Record Labels, Music, Music Publishing, Digital Media, Digital Strategy, Social Media, Social Networking, Marketing Strategy, Advertising
Education
State University of New York at Buffalo
B.S., Business Administration - Marketing/Finance
Joseph C. Portillo, CFA Joseph C. Portillo, CFA's Fiduciary Trust Company Experience June 1993 - Present
Job Managing Director & Senior Portfolio Manager at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company June 1993 - Present
Skills
Investment Management, Chartered Financial..., Portfolio Management, Equities, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Advisory, Investment Strategies, Equity Research, Fixed Income, Mutual Funds, Wealth Management, Securities
Education
Stanford University 1979 — 1983
Bachelor of Arts (BA), History
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Fiduciary Trust Company June 1993 - Present
Skills
Investment Management, Chartered Financial..., Portfolio Management, Equities, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Advisory, Investment Strategies, Equity Research, Fixed Income, Mutual Funds, Wealth Management, Securities
Education
Stanford University 1979 — 1983
Bachelor of Arts (BA), History
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Elizabeth Cory Jimenez Elizabeth Cory Jimenez's Fiduciary Trust Company Experience July 1997 - January 1998
Job Corporate Marketing Director
Industry Information Technology and Services
Experience
NeoSystems Corp June 2014 - Present
RICS May 2013 - May 2014
GBTA July 2011 - December 2012
Toshiba Europe, Corporate Clients April 2008 - July 2011
Toshiba Europe July 2002 - July 2008
living systems AG 1999 - 2001
TeleCom Design Group March 1998 - April 1999
Fiduciary Trust Company July 1997 - January 1998
Skills
Marketing Communications, Strategic Partnerships, Management, Business Development, Customer Insight, Marketing Management, Multi-channel Marketing, Marketing Strategy, Member Relations, Program Management, Strategic Planning, Project Management, Product Marketing, Product Management, Competitive Analysis
Education
Goethe Institute Bonn-Bad Godesberg 1998 — 1998
Radford University 1993 — 1996
BS, Media Studies
NeoSystems Corp June 2014 - Present
RICS May 2013 - May 2014
GBTA July 2011 - December 2012
Toshiba Europe, Corporate Clients April 2008 - July 2011
Toshiba Europe July 2002 - July 2008
living systems AG 1999 - 2001
TeleCom Design Group March 1998 - April 1999
Fiduciary Trust Company July 1997 - January 1998
Skills
Marketing Communications, Strategic Partnerships, Management, Business Development, Customer Insight, Marketing Management, Multi-channel Marketing, Marketing Strategy, Member Relations, Program Management, Strategic Planning, Project Management, Product Marketing, Product Management, Competitive Analysis
Education
Goethe Institute Bonn-Bad Godesberg 1998 — 1998
Radford University 1993 — 1996
BS, Media Studies
Lucius Fowler Lucius Fowler's Fiduciary Trust Company Experience 1993 - August 2015
Job Partner, Douglass Winthrop Advisors, LLC
Industry Investment Management
Experience
Fiduciary Trust Company 1993 - August 2015
Northcott Hospitality, LLC and AmericInn International, LLC 1992 - 2005
J.P. Morgan 1980 - 1992
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Asset Allocation, Equities, Wealth Management, High Net Worth..., Wealth Management..., Fixed Income, Mutual Funds, Securities, Capital Markets, Portfolio Management, Investment Management, Strategic Planning, Private Equity, Financial Modeling, Due Diligence, Investment Strategies, Valuation, Financial Services, Financial Analysis, Management
Education
Tufts University 1974 — 1978
Bachelor of Science (BS), Biology, General
Tufts University 1974 — 1978
BS, Biology/Biological Sciences, General
Fiduciary Trust Company 1993 - August 2015
Northcott Hospitality, LLC and AmericInn International, LLC 1992 - 2005
J.P. Morgan 1980 - 1992
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Asset Allocation, Equities, Wealth Management, High Net Worth..., Wealth Management..., Fixed Income, Mutual Funds, Securities, Capital Markets, Portfolio Management, Investment Management, Strategic Planning, Private Equity, Financial Modeling, Due Diligence, Investment Strategies, Valuation, Financial Services, Financial Analysis, Management
Education
Tufts University 1974 — 1978
Bachelor of Science (BS), Biology, General
Tufts University 1974 — 1978
BS, Biology/Biological Sciences, General
Jim Cassata Jim Cassata's Fiduciary Trust Company Experience October 2000 - October 2001
Job CTO at AIQ, Inc./MeridianIQ/AdviceIQ
Industry Information Technology and Services
Experience
AIQ, Inc./Meridian-IQ/AdviceIQ April 2015 - Present
eDelta Consulting June 2013 - May 2015
Zaah Technologies August 2007 - June 2013
eDelta Consulting February 2003 - August 2007
Franklin Templeton Investments October 2001 - February 2003
Fiduciary Trust Company October 2000 - October 2001
DataTreasury December 1999 - October 2000
Web Express January 1995 - December 1999
Skills
Risk Management, Security, CRM, Management, Data Center, SDLC, Infrastructure, Cloud Computing, Information Security, Project Management, Virtualization, IT Management, Telecommunications, IT Strategy, Disaster Recovery, Vendor Management, Information Technology, Web Development, Integration
Education
The Polytechnic Institute of New York University 1985 — 1987
AIQ, Inc./Meridian-IQ/AdviceIQ April 2015 - Present
eDelta Consulting June 2013 - May 2015
Zaah Technologies August 2007 - June 2013
eDelta Consulting February 2003 - August 2007
Franklin Templeton Investments October 2001 - February 2003
Fiduciary Trust Company October 2000 - October 2001
DataTreasury December 1999 - October 2000
Web Express January 1995 - December 1999
Skills
Risk Management, Security, CRM, Management, Data Center, SDLC, Infrastructure, Cloud Computing, Information Security, Project Management, Virtualization, IT Management, Telecommunications, IT Strategy, Disaster Recovery, Vendor Management, Information Technology, Web Development, Integration
Education
The Polytechnic Institute of New York University 1985 — 1987
Stephanie Luedke, CFA Stephanie Luedke, CFA's Fiduciary Trust Company Experience March 2001 - September 2012
Job Managing Director and CEO, Citi Investment Management, Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank September 2012 - Present
Fiduciary Trust Company March 2001 - September 2012
Education
St. Lawrence University 1990 — 1994
BA, Mathematics and Economics
Citi Private Bank September 2012 - Present
Fiduciary Trust Company March 2001 - September 2012
Education
St. Lawrence University 1990 — 1994
BA, Mathematics and Economics
Chris Cullinan Chris Cullinan's Fiduciary Trust Company Experience September 2015 - Present
Job
Industry Investment Management
Experience
Fiduciary Trust Company September 2015 - Present
Skills
Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Finance, Electronic Trading, Bloomberg Terminal, Capital Markets, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Investment Banking, Investment Management, Investment Strategies, Options, Valuation
Education
University of Massachusetts at Lowell 1993 — 1998
BA
Fiduciary Trust Company September 2015 - Present
Skills
Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Finance, Electronic Trading, Bloomberg Terminal, Capital Markets, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Investment Banking, Investment Management, Investment Strategies, Options, Valuation
Education
University of Massachusetts at Lowell 1993 — 1998
BA
Jill I. Cabitt Jill I. Cabitt's Fiduciary Trust Company Experience May 1992 - Present
Job Vice President/Trust Counsel at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company May 1992 - Present
Friedman & Atherton, LLP 1989 - 1992
Arthur Young 1986 - 1989
Skills
Estate Planning, Retirement Planning, High Net Worth..., Trusts, Tax, Financial Planners, Estate Tax Planning, Trust Management, Wealth Management, Asset Managment, Estate Administration, LLC, Securities, Wills, Nonprofits, Fiduciary, Planned Giving, Philanthropy, Fiduciary Services, Real Estate Transactions, Entrepreneurship
Education
Suffolk University Law School 1982 — 1985
JD, Law
Tufts University 1977 — 1981
BS, Psychology; Child Study
The Dalton School 1975 — 1977
Weston High School
Fiduciary Trust Company May 1992 - Present
Friedman & Atherton, LLP 1989 - 1992
Arthur Young 1986 - 1989
Skills
Estate Planning, Retirement Planning, High Net Worth..., Trusts, Tax, Financial Planners, Estate Tax Planning, Trust Management, Wealth Management, Asset Managment, Estate Administration, LLC, Securities, Wills, Nonprofits, Fiduciary, Planned Giving, Philanthropy, Fiduciary Services, Real Estate Transactions, Entrepreneurship
Education
Suffolk University Law School 1982 — 1985
JD, Law
Tufts University 1977 — 1981
BS, Psychology; Child Study
The Dalton School 1975 — 1977
Weston High School
Frederick S. Terry's Fiduciary Trust Company Experience January 1998 - January 2001
Job
Industry Information Technology and Services
Experience
International Data Science Corporation August 2012 - Present
Catalyst Repository Systems (Denver, CO) May 2008 - July 2012
ViaWest, Inc (Denver, CO) September 2005 - May 2008
ZOLL Data Systems (formerly Pinpoint Technologies) May 2002 - September 2005
Fiduciary Trust Company January 1998 - January 2001
Skills
Database Security, High Availability, Database Management, SQL Server, Database Admin, Microsoft SQL Server, Databases, Firewalls, System Administration, Data Center, Disaster Recovery, Cloud Computing, Servers, SaaS, Virtualization, Security, Leadership, Management, Integration, SQL
Education
University of Colorado Boulder 1993 — 1998
BA
Phillips Academy - Andover 1989 — 1993
International Data Science Corporation August 2012 - Present
Catalyst Repository Systems (Denver, CO) May 2008 - July 2012
ViaWest, Inc (Denver, CO) September 2005 - May 2008
ZOLL Data Systems (formerly Pinpoint Technologies) May 2002 - September 2005
Fiduciary Trust Company January 1998 - January 2001
Skills
Database Security, High Availability, Database Management, SQL Server, Database Admin, Microsoft SQL Server, Databases, Firewalls, System Administration, Data Center, Disaster Recovery, Cloud Computing, Servers, SaaS, Virtualization, Security, Leadership, Management, Integration, SQL
Education
University of Colorado Boulder 1993 — 1998
BA
Phillips Academy - Andover 1989 — 1993
Enroy Pinnock's Fiduciary Trust Company Experience January 1999 - January 2002
Job Trust Associate at John Hancock Retirement Plans Services
Industry Financial Services
Experience
Genzyme April 2010 - February 2011
Century Bank & Trust Company January 2007 - December 2009
Columbia Management January 2005 - July 2006
JPMorgan Chase /E*Trade Financial November 2002 - January 2005
Fiduciary Trust Company January 1999 - January 2002
Bank of New York Mellon January 1998 - January 1999
Skills
Accounting, Auditing, Securities, Account Reconciliation, Process Improvement, Banking, Investments, Management, Access, Security, Mutual Funds, Portfolio Management, Risk Management, Cash Management, Financial Services, Business Analysis, Coaching, Trading, Leadership, Time Management, Team Leadership, Microsoft Office, Training, Strategic Financial..., Strategic Planning, Analysis, Financial Analysis, Team Building, Budgets, Bloomberg, Equities, Microsoft Excel, Credit, Insurance, Asset Management, Series 7, Wealth Management, Financial Modeling
Education
Tufts University 1991 — 1997
Sociology BA
Tufts University 1991 — 1996
BA
Kent School 1987 — 1991
HS Diploma
CIS 229
Genzyme April 2010 - February 2011
Century Bank & Trust Company January 2007 - December 2009
Columbia Management January 2005 - July 2006
JPMorgan Chase /E*Trade Financial November 2002 - January 2005
Fiduciary Trust Company January 1999 - January 2002
Bank of New York Mellon January 1998 - January 1999
Skills
Accounting, Auditing, Securities, Account Reconciliation, Process Improvement, Banking, Investments, Management, Access, Security, Mutual Funds, Portfolio Management, Risk Management, Cash Management, Financial Services, Business Analysis, Coaching, Trading, Leadership, Time Management, Team Leadership, Microsoft Office, Training, Strategic Financial..., Strategic Planning, Analysis, Financial Analysis, Team Building, Budgets, Bloomberg, Equities, Microsoft Excel, Credit, Insurance, Asset Management, Series 7, Wealth Management, Financial Modeling
Education
Tufts University 1991 — 1997
Sociology BA
Tufts University 1991 — 1996
BA
Kent School 1987 — 1991
HS Diploma
CIS 229
Rob Isbitts's Fiduciary Trust Company Experience 1990 - 1993
Job
Industry Investment Management
Experience
Sungarden Investment Research January 2012 - Present
CWM, LLC January 2011 - December 2011
Emerald Asset Advisors 1998 - December 2010
Donaldson, Lufkin & Jenrette 1995 - 1998
Morgan Stanley 1993 - 1995
Fiduciary Trust Company 1990 - 1993
Shaw Data Services 1988 - 1991
Fuji Bank and Trust Company 1986 - 1988
Skills
Investments, Investment Strategies, Investment Selection, Investment Advisory, Investment Advisory..., Investment Management, Investment Modeling, Alternative Investments, Public Speaking, Publications, Trade Publications, Trade Show Presentations, Writing, Creative Writer, Creative Writing, Financial Analysis, Financial Risk, Volatility, Beta Management, Diversification, Published Author, Newsletters, Consulting, Portfolio Management, Model Portfolios, Portfolio Optimization, Investment Portfolio, Modern Portfolio Theory, Portfolio Assessment, Communication Skills
Education
Rutgers University 1990 — 1994
MBA, Finance, General
State University of New York at Albany 1982 — 1986
BS, Finance
Fair Lawn High School
Fair Lawn High School
Sungarden Investment Research January 2012 - Present
CWM, LLC January 2011 - December 2011
Emerald Asset Advisors 1998 - December 2010
Donaldson, Lufkin & Jenrette 1995 - 1998
Morgan Stanley 1993 - 1995
Fiduciary Trust Company 1990 - 1993
Shaw Data Services 1988 - 1991
Fuji Bank and Trust Company 1986 - 1988
Skills
Investments, Investment Strategies, Investment Selection, Investment Advisory, Investment Advisory..., Investment Management, Investment Modeling, Alternative Investments, Public Speaking, Publications, Trade Publications, Trade Show Presentations, Writing, Creative Writer, Creative Writing, Financial Analysis, Financial Risk, Volatility, Beta Management, Diversification, Published Author, Newsletters, Consulting, Portfolio Management, Model Portfolios, Portfolio Optimization, Investment Portfolio, Modern Portfolio Theory, Portfolio Assessment, Communication Skills
Education
Rutgers University 1990 — 1994
MBA, Finance, General
State University of New York at Albany 1982 — 1986
BS, Finance
Fair Lawn High School
Fair Lawn High School
Justin Vigorito's Fiduciary Trust Company Experience February 2006 - May 2007
Job at
Industry Banking
Experience
Piper Jaffray January 2012 - Present
Piper Jaffray July 2011 - January 2012
KBW August 2010 - July 2011
Dexia Credit Local April 2007 - July 2010
Fiduciary Trust Company February 2006 - May 2007
Skills
Bloomberg, Trading, Swaps, Options, Bonds, Hedge Funds, Asset Managment, Capital Markets, Investment Banking, Fixed Income, Equities, Securities, Derivatives
Education
University of Delaware 2000 — 2004
Piper Jaffray January 2012 - Present
Piper Jaffray July 2011 - January 2012
KBW August 2010 - July 2011
Dexia Credit Local April 2007 - July 2010
Fiduciary Trust Company February 2006 - May 2007
Skills
Bloomberg, Trading, Swaps, Options, Bonds, Hedge Funds, Asset Managment, Capital Markets, Investment Banking, Fixed Income, Equities, Securities, Derivatives
Education
University of Delaware 2000 — 2004
Kerren Bancroft's Fiduciary Trust Company Experience 1996 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fiduciary Trust Company 1996 - 1999
Education
University of Manchester Institute of Science and Technology 1969 — 1972
Fiduciary Trust Company 1996 - 1999
Education
University of Manchester Institute of Science and Technology 1969 — 1972
Paul Tillotson's Fiduciary Trust Company Experience May 1998 - Present
Job Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Mutual Funds Against Cancer 2003 - Present
Fiduciary Trust Company May 1998 - Present
Mellon Financial 1993 - 1998
The Boston Company 1982 - 1998
Skills
Mutual Funds, Securities, Fixed Income, Asset Management, Investment Management, Alternative Investments, Equities
Education
Tufts University 1977 — 1981
BA, Psychology & Classics
Tufts University
Mutual Funds Against Cancer 2003 - Present
Fiduciary Trust Company May 1998 - Present
Mellon Financial 1993 - 1998
The Boston Company 1982 - 1998
Skills
Mutual Funds, Securities, Fixed Income, Asset Management, Investment Management, Alternative Investments, Equities
Education
Tufts University 1977 — 1981
BA, Psychology & Classics
Tufts University
Victoria Faucher's Fiduciary Trust Company Experience June 2001 - March 2006
Job Stock Plan Administrator at Eaton Vance Corp
Industry Financial Services
Experience
Eaton Vance Management March 2006 - Present
Fiduciary Trust Company June 2001 - March 2006
Manulife Financial September 2000 - June 2001
West Coast Distributing July 1998 - June 2001
Skills
Stock Compensation, Securities, Equities, Financial Services, Accounting, FINRA, Sarbanes-Oxley Act, Mutual Funds, Series 63, Series 7, Finance, Asset Management, Account Reconciliation, Microsoft Excel, Financial Analysis, Investments, Alternative Investments, Internal Controls, Portfolio Management, Fixed Income, Payroll, Asset Allocation, Financial Statements, Auditing
Education
Plymouth State University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Eaton Vance Management March 2006 - Present
Fiduciary Trust Company June 2001 - March 2006
Manulife Financial September 2000 - June 2001
West Coast Distributing July 1998 - June 2001
Skills
Stock Compensation, Securities, Equities, Financial Services, Accounting, FINRA, Sarbanes-Oxley Act, Mutual Funds, Series 63, Series 7, Finance, Asset Management, Account Reconciliation, Microsoft Excel, Financial Analysis, Investments, Alternative Investments, Internal Controls, Portfolio Management, Fixed Income, Payroll, Asset Allocation, Financial Statements, Auditing
Education
Plymouth State University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Julia Chromicz's Fiduciary Trust Company Experience January 2003 - November 2007
Job Executive Assistant at Fossil
Industry Apparel & Fashion
Experience
Fossil September 2011 - Present
Limited Brands November 2010 - September 2011
Wendys International May 2008 - November 2010
Fiduciary Trust Company January 2003 - November 2007
Tecolote Research, Inc. June 1998 - August 2001
Skills
Customer Service, Advanced MS Office -..., Event Planning, Research, Travel Planning, Calendar Management, Executive Support, Team Support, Outlook, Creativity, Client Liaison, Microsoft Office, Positive Energy, Multi Tasking, Human Resources, Project Management, Document Management, Organization &..., Access, Administration, Employee Relations, Microsoft Excel, Calendaring, Time Management, Administrative...
Education
Mary Washington College 1993 — 1999
BS
Fossil September 2011 - Present
Limited Brands November 2010 - September 2011
Wendys International May 2008 - November 2010
Fiduciary Trust Company January 2003 - November 2007
Tecolote Research, Inc. June 1998 - August 2001
Skills
Customer Service, Advanced MS Office -..., Event Planning, Research, Travel Planning, Calendar Management, Executive Support, Team Support, Outlook, Creativity, Client Liaison, Microsoft Office, Positive Energy, Multi Tasking, Human Resources, Project Management, Document Management, Organization &..., Access, Administration, Employee Relations, Microsoft Excel, Calendaring, Time Management, Administrative...
Education
Mary Washington College 1993 — 1999
BS
Aida Martinen's Fiduciary Trust Company Experience September 2003 - Present
Job Relationship Associate
Industry Financial Services
Experience
Fiduciary Trust Company September 2003 - Present
Time Warner Inc. December 1998 - July 2002
Time Warner Cable June 1997 - December 1998
Skills
Equities, Financial Analysis, Portfolio Management, Fixed Income, Asset Management, Financial Services
Education
Queens College
Fiduciary Trust Company September 2003 - Present
Time Warner Inc. December 1998 - July 2002
Time Warner Cable June 1997 - December 1998
Skills
Equities, Financial Analysis, Portfolio Management, Fixed Income, Asset Management, Financial Services
Education
Queens College
Catherine Manak's Fiduciary Trust Company Experience June 1999 - May 2003
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2011 - Present
Brown Brothers Harriman March 2009 - October 2010
Brown Brothers Harriman May 2003 - February 2009
Fiduciary Trust Company June 1999 - May 2003
Skills
Equities, Risk Management, Portfolio Management, Internal Controls, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
MBA, Finance
Brown Brothers Harriman November 2011 - Present
Brown Brothers Harriman March 2009 - October 2010
Brown Brothers Harriman May 2003 - February 2009
Fiduciary Trust Company June 1999 - May 2003
Skills
Equities, Risk Management, Portfolio Management, Internal Controls, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
MBA, Finance
Paul Ranieri's Fiduciary Trust Company Experience 1990 - 2001
Job Vice President Regional Head Treasury Ops US at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2009 - Present
Merrill Lynch October 2008 - October 2009
Lehman Brothers November 2006 - May 2008
Goldman Sachs July 2000 - November 2006
fiduciary trust company 1990 - 2001
Fiduciary Trust Company March 1991 - July 2000
Skills
Recruiting, Fixed Income, Middle Office, Back Office, Equities, Risk Management, Capital Markets, FX Options, Securities, Operational Risk, Settlement, Business Continuity, Treasury Management, Financial Services, Cash Management
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
University at Albany, SUNY 1986 — 1990
BA, English
Nomura Securities October 2009 - Present
Merrill Lynch October 2008 - October 2009
Lehman Brothers November 2006 - May 2008
Goldman Sachs July 2000 - November 2006
fiduciary trust company 1990 - 2001
Fiduciary Trust Company March 1991 - July 2000
Skills
Recruiting, Fixed Income, Middle Office, Back Office, Equities, Risk Management, Capital Markets, FX Options, Securities, Operational Risk, Settlement, Business Continuity, Treasury Management, Financial Services, Cash Management
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
University at Albany, SUNY 1986 — 1990
BA, English
Don Keyser's Fiduciary Trust Company Experience October 1998 - December 2005
Job Treasurer at FTC
Industry Financial Services
Experience
FTC December 2005 - Present
Fiduciary Trust Company October 1998 - December 2005
Baring Securities (HK) Inc July 1991 - January 1996
Skills
Strategic Planning, Financial Modeling, Business Strategy, Microsoft Excel, Investments, Financial Reporting, Private Equity, Portfolio Management, Alternative Investments, Financial Analysis, Equities, Financial Services, Mergers & Acquisitions, Investment Management, Capital Markets, Mergers, Business Development, Due Diligence, Asset Management, Investment Banking
Education
New York University, Stern School of Business 1988 — 1990
Master of Business Administration (M.B.A.)
Princeton University 1977 — 1981
A.B.
FTC December 2005 - Present
Fiduciary Trust Company October 1998 - December 2005
Baring Securities (HK) Inc July 1991 - January 1996
Skills
Strategic Planning, Financial Modeling, Business Strategy, Microsoft Excel, Investments, Financial Reporting, Private Equity, Portfolio Management, Alternative Investments, Financial Analysis, Equities, Financial Services, Mergers & Acquisitions, Investment Management, Capital Markets, Mergers, Business Development, Due Diligence, Asset Management, Investment Banking
Education
New York University, Stern School of Business 1988 — 1990
Master of Business Administration (M.B.A.)
Princeton University 1977 — 1981
A.B.
Ellen Cosgrove's Fiduciary Trust Company Experience August 1980 - June 2008
Job Warehouse Administrator at Distinctive Window Treatments Plus
Industry Financial Services
Experience
Distinctive Window Treatments Plus January 2014 - Present
Xaverian High School November 2008 - December 2013
Fiduciary Trust Company August 1980 - June 2008
Education
Stony Brook University 1977 — 1980
Bachelors, Economics
S.U.N.Y. at Stonybrook
Bachelor of Arts, Economics
Kings Park High School 1973 — 1976
Distinctive Window Treatments Plus January 2014 - Present
Xaverian High School November 2008 - December 2013
Fiduciary Trust Company August 1980 - June 2008
Education
Stony Brook University 1977 — 1980
Bachelors, Economics
S.U.N.Y. at Stonybrook
Bachelor of Arts, Economics
Kings Park High School 1973 — 1976
Tanya Taksar's Fiduciary Trust Company Experience April 1999 - July 2000
Job softwre developer at Open Link
Industry Computer Software
Experience
Open Link Financial Inc 2000 - Present
OpenLink Financial Inc 2000 - Present
Fiduciary Trust Company April 1999 - July 2000
ICM Electronic Banking Services 1998 - 1999
Skills
Trading Systems, C++, SQL, C#, STL, Software Engineering, Agile Methodologies, Unix, Software Development, Linux, Software Project..., Requirements Analysis, Business Analysis, Databases, Java, .NET, Microsoft SQL Server, XML, Integration, C
Education
Stony Brook University 1994 — 1998
Ph. D., Applied Mathematics
Open Link Financial Inc 2000 - Present
OpenLink Financial Inc 2000 - Present
Fiduciary Trust Company April 1999 - July 2000
ICM Electronic Banking Services 1998 - 1999
Skills
Trading Systems, C++, SQL, C#, STL, Software Engineering, Agile Methodologies, Unix, Software Development, Linux, Software Project..., Requirements Analysis, Business Analysis, Databases, Java, .NET, Microsoft SQL Server, XML, Integration, C
Education
Stony Brook University 1994 — 1998
Ph. D., Applied Mathematics
Cassandra Wick's Fiduciary Trust Company Experience October 2007 - December 2007
Job Director of Member Benefits
Industry Nonprofit Organization Management
Experience
Agri-Business Council of Oregon February 2009 - Present
Fiduciary Trust Company October 2007 - December 2007
Jimmy Choo October 2006 - September 2007
Jacksonville Inn February 2000 - September 2006
Skills
French, Spanish, Public Speaking, Customer Relations, Copywriting, Editing, Employee Relations, Team Leadership, Negotiation, Non-profits, Operations Management, Organizational..., Strategic Planning, Problem Solving, Writing, Yoga
Education
Southern Oregon University 2002 — 2006
Bachelor, Communication, French, Spanish
Agri-Business Council of Oregon February 2009 - Present
Fiduciary Trust Company October 2007 - December 2007
Jimmy Choo October 2006 - September 2007
Jacksonville Inn February 2000 - September 2006
Skills
French, Spanish, Public Speaking, Customer Relations, Copywriting, Editing, Employee Relations, Team Leadership, Negotiation, Non-profits, Operations Management, Organizational..., Strategic Planning, Problem Solving, Writing, Yoga
Education
Southern Oregon University 2002 — 2006
Bachelor, Communication, French, Spanish
Melissa Samuels's Fiduciary Trust Company Experience October 2007 - February 2009
Job Domestic Specialist
Industry Financial Services
Experience
NYC Department of Citywide Administrative Services May 2015 - Present
CEVA Logistics January 2010 - March 2015
Fiduciary Trust Company October 2007 - February 2009
Triport International 2006 - 2007
Brinks Global Services 2005 - 2007
Skills
Teamwork, Microsoft Excel, Leadership, Customer Service, Time Management, Microsoft Office, Inventory Management, Management, Logistics, Marketing, Microsoft Word, Operations Management, PowerPoint, Public Speaking, Outlook, Strategic Planning, Team Building, Transportation
Education
Queensborough Community College
NYC Department of Citywide Administrative Services May 2015 - Present
CEVA Logistics January 2010 - March 2015
Fiduciary Trust Company October 2007 - February 2009
Triport International 2006 - 2007
Brinks Global Services 2005 - 2007
Skills
Teamwork, Microsoft Excel, Leadership, Customer Service, Time Management, Microsoft Office, Inventory Management, Management, Logistics, Marketing, Microsoft Word, Operations Management, PowerPoint, Public Speaking, Outlook, Strategic Planning, Team Building, Transportation
Education
Queensborough Community College
Caroline Bracco Natale's Fiduciary Trust Company Experience April 2005 - September 2007
Job Executive Assistant to the Dean/Financial Support at University of Rhode Island
Industry Financial Services
Experience
University of Rhode Island November 2013 - Present
University of Rhode Island November 2011 - Present
CarElla Photography December 2007 - Present
Providence Equity Partners September 2007 - November 2011
Fiduciary Trust Company April 2005 - September 2007
Bain Capital August 2001 - April 2005
The Pyramid Group Inc June 1995 - April 2001
John Feroce for Lt Governor Campaign September 1994 - December 1994
Skills
Strategic Financial..., Marketing Communications, Executive..., Budgets, Event Planning, Fundraising, Sales, Microsoft Excel, Strategic Planning, Management, Marketing, Analysis, Financial Planning, Microsoft Office
Education
University of Rhode Island
Bachelor of Arts (BA), English Literature
University of Bath
English Literature
New England School of Finance
University of Rhode Island November 2013 - Present
University of Rhode Island November 2011 - Present
CarElla Photography December 2007 - Present
Providence Equity Partners September 2007 - November 2011
Fiduciary Trust Company April 2005 - September 2007
Bain Capital August 2001 - April 2005
The Pyramid Group Inc June 1995 - April 2001
John Feroce for Lt Governor Campaign September 1994 - December 1994
Skills
Strategic Financial..., Marketing Communications, Executive..., Budgets, Event Planning, Fundraising, Sales, Microsoft Excel, Strategic Planning, Management, Marketing, Analysis, Financial Planning, Microsoft Office
Education
University of Rhode Island
Bachelor of Arts (BA), English Literature
University of Bath
English Literature
New England School of Finance
Chris Kavanagh's Fiduciary Trust Company Experience May 2000 - March 2004
Job First Vice President Director of Trust Services at Valley National Bank
Industry Financial Services
Experience
Valley National Bank October 2014 - Present
Deutsche Bank Trust Company October 2012 - October 2014
US Trust June 2004 - October 2012
Bergen County Estate Planners' Association 2000 - 2010
Fiduciary Trust Company May 2000 - March 2004
US Trust July 1997 - May 2000
The Bank of New York January 1995 - July 1997
Skills
Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Trusts, Asset Allocation, Asset Managment, Estate Administration, Trust Management, Strategic Financial..., Portfolio Management, Fiduciary
Education
Quinnipiac University School of Law 1991 — 1994
J.D.
Washington and Lee University 1987 — 1991
BA, History
Valley National Bank October 2014 - Present
Deutsche Bank Trust Company October 2012 - October 2014
US Trust June 2004 - October 2012
Bergen County Estate Planners' Association 2000 - 2010
Fiduciary Trust Company May 2000 - March 2004
US Trust July 1997 - May 2000
The Bank of New York January 1995 - July 1997
Skills
Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Trusts, Asset Allocation, Asset Managment, Estate Administration, Trust Management, Strategic Financial..., Portfolio Management, Fiduciary
Education
Quinnipiac University School of Law 1991 — 1994
J.D.
Washington and Lee University 1987 — 1991
BA, History
Aimee Wright's Fiduciary Trust Company Experience April 2005 - January 2006
Job Event Services at SAP
Industry Computer Software
Experience
SAP August 2007 - Present
BlackRock Financial Management May 2006 - August 2007
Fiduciary Trust Company April 2005 - January 2006
SEI Investments October 2001 - May 2004
Education
University of Delaware 1997 — 2001
BS, Business
SAP August 2007 - Present
BlackRock Financial Management May 2006 - August 2007
Fiduciary Trust Company April 2005 - January 2006
SEI Investments October 2001 - May 2004
Education
University of Delaware 1997 — 2001
BS, Business
Roy Kasakove's Fiduciary Trust Company Experience January 2011 - June 2012
Job Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 2012 - Present
Fiduciary Trust Company January 2011 - June 2012
U.S. Trust Company March 1989 - January 2011
Skills
Asset Allocation, Investment Advisory, Equities, Securities, Investments, Banking, Trusts, Risk Management, Fixed Income, Global Custody, Relationship Management
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Geography
PNC Wealth Management 2012 - Present
Fiduciary Trust Company January 2011 - June 2012
U.S. Trust Company March 1989 - January 2011
Skills
Asset Allocation, Investment Advisory, Equities, Securities, Investments, Banking, Trusts, Risk Management, Fixed Income, Global Custody, Relationship Management
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Geography
Tom Wynn's Fiduciary Trust Company Experience 1986 - 1995
Job PM Centurion
Industry Investment Management
Experience
Centurion 2011 - Present
Deutsche Bank 2007 - 2011
AMIP 2004 - 2007
MacKay Shields 1995 - 2004
Fiduciary Trust Company 1986 - 1995
manufacturers hanover 1983 - 1986
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
University of Notre Dame 1979 — 1983
Bachelor's degree, Economics
Centurion 2011 - Present
Deutsche Bank 2007 - 2011
AMIP 2004 - 2007
MacKay Shields 1995 - 2004
Fiduciary Trust Company 1986 - 1995
manufacturers hanover 1983 - 1986
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
University of Notre Dame 1979 — 1983
Bachelor's degree, Economics
Daniel McCabe's Fiduciary Trust Company Experience September 2010 - January 2011
Job Research Associate
Industry Financial Services
Experience
Strategic Insight March 2012 - December 2014
Elizabeth Arden October 2011 - March 2012
Hachette Book Group June 2011 - August 2011
Fiduciary Trust Company September 2010 - January 2011
Pitt Telefund, University of Pittsburgh September 2009 - May 2010
Pitt News, University of Pittsburgh October 2007 - April 2008
Skills
Research, Data Analysis, Mutual Funds, Financial Services, Alternative Investments, Writing, Market Research, Copy Editing, EDGAR filings, Customer Service, Morningstar, Volatility, PowerPoint, Microsoft Excel, Variable Annuities, Outlook, Fundraising
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, 2010; Communication and Political Science
Strategic Insight March 2012 - December 2014
Elizabeth Arden October 2011 - March 2012
Hachette Book Group June 2011 - August 2011
Fiduciary Trust Company September 2010 - January 2011
Pitt Telefund, University of Pittsburgh September 2009 - May 2010
Pitt News, University of Pittsburgh October 2007 - April 2008
Skills
Research, Data Analysis, Mutual Funds, Financial Services, Alternative Investments, Writing, Market Research, Copy Editing, EDGAR filings, Customer Service, Morningstar, Volatility, PowerPoint, Microsoft Excel, Variable Annuities, Outlook, Fundraising
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, 2010; Communication and Political Science
Jeremy Garfield, CFA's Fiduciary Trust Company Experience 1998 - 1999
Job Director at Dexia
Industry Banking
Experience
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
James Le Rose's Fiduciary Trust Company Experience December 2012 - Present
Job MD at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company December 2012 - Present
Lazard Wealth Management November 2011 - November 2012
Bessemer Trust Company February 2000 - October 2011
Skills
Hedge Funds, Asset Management, Investments, Private Equity, Equities, Investment Management, Fixed Income, Portfolio Management, Investment Advisory, Wealth Management, Wealth Management..., Asset Allocation, Investment Strategies, High Net Worth...
Education
University of Richmond 1979 — 1983
Bachelor of Arts (B.A.)
Greenwich High School 1976 — 1979
Fiduciary Trust Company December 2012 - Present
Lazard Wealth Management November 2011 - November 2012
Bessemer Trust Company February 2000 - October 2011
Skills
Hedge Funds, Asset Management, Investments, Private Equity, Equities, Investment Management, Fixed Income, Portfolio Management, Investment Advisory, Wealth Management, Wealth Management..., Asset Allocation, Investment Strategies, High Net Worth...
Education
University of Richmond 1979 — 1983
Bachelor of Arts (B.A.)
Greenwich High School 1976 — 1979
Christian Whitehead's Fiduciary Trust Company Experience November 2013 - Present
Job Client Services Administrator at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company November 2013 - Present
Education
Shepherd University 2007 — 2012
Regents of Bachelor's Degree, Business & Marketing
Fiduciary Trust Company November 2013 - Present
Education
Shepherd University 2007 — 2012
Regents of Bachelor's Degree, Business & Marketing
Kenneth Blaney's Fiduciary Trust Company Experience June 1990 - Present
Job Vice President Operations at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust Company June 1990 - Present
Skills
Management, Financial Services, Strategic Planning, Leadership, Process Improvement, Project Management, Risk Management, Customer Service, Business Strategy, Strategy
Education
Southern New Hampshire University 1986 — 1990
Bachelor of Science (BS), Economics and Finance
Fiduciary Trust Company June 1990 - Present
Skills
Management, Financial Services, Strategic Planning, Leadership, Process Improvement, Project Management, Risk Management, Customer Service, Business Strategy, Strategy
Education
Southern New Hampshire University 1986 — 1990
Bachelor of Science (BS), Economics and Finance