Fiduciary Trust International
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
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Fiduciary Trust International Employees
Employee
Years
Job
Industry
Jerry Nolasco Jerry Nolasco's Fiduciary Trust International Experience March 1999 - April 2000
Job Global Information Security & Technology Risk Management
Industry Financial Services
Experience
Fortune 500 Mutual Fund Company December 2000 - Present
Data Treasury April 2000 - November 2000
Fiduciary Trust International March 1999 - April 2000
Bank of New York Mellon November 1996 - March 1999
Commerzbank A.G November 1995 - November 1996
Bank of New York Mellon June 1988 - October 1995
Skills
Risk Management, System Administration, Security, Information Security, Disaster Recovery, Vendor Management, Data Center, Sarbanes-Oxley Act, Management, IT Operations, Risk Assessment, Software Documentation, Information Technology, Business Continuity, Change Management, IT Management, SaaS, IT Strategy, Enterprise Risk..., Process Improvement, Governance, Program Management, ITIL, Financial Services, IT Audit, SDLC, Network Security, Business Analysis, Enterprise Architecture, Technical Support, Leadership, Cloud Computing, Business Intelligence, CISSP, Information Security...
Education
New York Institute of Technology-Old Westbury 1997 — 2001
Fortune 500 Mutual Fund Company December 2000 - Present
Data Treasury April 2000 - November 2000
Fiduciary Trust International March 1999 - April 2000
Bank of New York Mellon November 1996 - March 1999
Commerzbank A.G November 1995 - November 1996
Bank of New York Mellon June 1988 - October 1995
Skills
Risk Management, System Administration, Security, Information Security, Disaster Recovery, Vendor Management, Data Center, Sarbanes-Oxley Act, Management, IT Operations, Risk Assessment, Software Documentation, Information Technology, Business Continuity, Change Management, IT Management, SaaS, IT Strategy, Enterprise Risk..., Process Improvement, Governance, Program Management, ITIL, Financial Services, IT Audit, SDLC, Network Security, Business Analysis, Enterprise Architecture, Technical Support, Leadership, Cloud Computing, Business Intelligence, CISSP, Information Security...
Education
New York Institute of Technology-Old Westbury 1997 — 2001
Michael A. Cabanas Michael A. Cabanas's Fiduciary Trust International Experience September 2006 - January 2013
Job EVP/ Head of Wealth Management
Industry Financial Services
Experience
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Geoffrey Hecht, CIPM Geoffrey Hecht, CIPM's Fiduciary Trust International Experience June 2000 - July 2001
Job SENIOR MANAGER
Industry Accounting
Experience
Ashland Partners April 2003 - Present
Ashland Partners 2003 - Present
Intrado 2001 - 2003
Fiduciary Trust International June 2000 - July 2001
Skills
Financial Analysis, Investments, Asset Management, Training, Auditing, Portfolio Management, Finance, Investment Management, Risk Management
Education
University of Delaware 1996 — 2000
Bachelor of Science (BS), Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Ashland Partners April 2003 - Present
Ashland Partners 2003 - Present
Intrado 2001 - 2003
Fiduciary Trust International June 2000 - July 2001
Skills
Financial Analysis, Investments, Asset Management, Training, Auditing, Portfolio Management, Finance, Investment Management, Risk Management
Education
University of Delaware 1996 — 2000
Bachelor of Science (BS), Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Tony Strong's Fiduciary Trust International Experience 2008 - 2012
Job Relationship Management I Business Development I Wealth Management
Industry Financial Services
Experience
Relationship Velocity 2014 - April 2015
The Centers. December 2013 - July 2014
Fiduciary Trust International 2008 - 2012
Wachovia Wealth Management 2005 - 2008
Bank of America 2004 - 2005
Merrill Lynch 1993 - 2002
Skills
Relationship Management, Wealth Management..., Business Development, Mergers & Acquisitions, Trusts, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Executive Management, Strategic Planning
Education
Lynchburg College
Bachelor's degree, Lynchburg, VA
Westminster School
Simsbury, CT
Relationship Velocity 2014 - April 2015
The Centers. December 2013 - July 2014
Fiduciary Trust International 2008 - 2012
Wachovia Wealth Management 2005 - 2008
Bank of America 2004 - 2005
Merrill Lynch 1993 - 2002
Skills
Relationship Management, Wealth Management..., Business Development, Mergers & Acquisitions, Trusts, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Executive Management, Strategic Planning
Education
Lynchburg College
Bachelor's degree, Lynchburg, VA
Westminster School
Simsbury, CT
kecia fye's Fiduciary Trust International Experience May 1988 - May 1990
Job Area Pricing and Margin Analyst at Owens & Minor
Industry Accounting
Experience
Owens & Minor November 2011 - Present
MeadWestvaco February 2001 - January 2011
MeadWestvaco May 1996 - February 2001
MeadWestvaco May 1994 - May 1996
MeadWestvaco May 1990 - May 1994
FIDUCIARY TRUST INTERNATIONAL May 1988 - May 1990
KIDDER, PEABODY AND COMPANY, INC August 1986 - May 1988
Skills
SAP, Business Process..., Access, Analysis, Financial Analysis, Training, Accounting, Competitive Analysis, Pricing, Microsoft Excel
Education
Virginia Commonwealth University 1999 — 2001
Post Graduate Diploma, Information Systems
Pace University
B.B.A, Accounting
Owens & Minor November 2011 - Present
MeadWestvaco February 2001 - January 2011
MeadWestvaco May 1996 - February 2001
MeadWestvaco May 1994 - May 1996
MeadWestvaco May 1990 - May 1994
FIDUCIARY TRUST INTERNATIONAL May 1988 - May 1990
KIDDER, PEABODY AND COMPANY, INC August 1986 - May 1988
Skills
SAP, Business Process..., Access, Analysis, Financial Analysis, Training, Accounting, Competitive Analysis, Pricing, Microsoft Excel
Education
Virginia Commonwealth University 1999 — 2001
Post Graduate Diploma, Information Systems
Pace University
B.B.A, Accounting
Christina L. Ferro Christina L. Ferro's Fiduciary Trust International Experience June 2011 - August 2011
Job Investigations Specialist at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
JPMorgan Chase October 2012 - February 2013
Newport Scrimshanders September 2009 - September 2012
Fiduciary Trust International June 2011 - August 2011
Skills
PowerPoint, Word, Outlook, Research, Microsoft Word, Investigation, Microsoft Office, Data Analysis, Teamwork, Fundraising, Leadership, Project Planning, Banking, Time Management, Social Networking, Microsoft Excel
Education
Salve Regina University 2011 — 2012
Masters of Business Administration, Business
Salve Regina University 2007 — 2011
BA, Mathematics
JPMorgan Chase February 2013 - Present
JPMorgan Chase October 2012 - February 2013
Newport Scrimshanders September 2009 - September 2012
Fiduciary Trust International June 2011 - August 2011
Skills
PowerPoint, Word, Outlook, Research, Microsoft Word, Investigation, Microsoft Office, Data Analysis, Teamwork, Fundraising, Leadership, Project Planning, Banking, Time Management, Social Networking, Microsoft Excel
Education
Salve Regina University 2011 — 2012
Masters of Business Administration, Business
Salve Regina University 2007 — 2011
BA, Mathematics
Anna Karoleen Lam's Fiduciary Trust International Experience March 2014 - Present
Job Investment Management
Industry Investment Management
Experience
Fiduciary Trust International March 2014 - Present
Joel R. Mogy Investment Counsel November 2012 - March 2014
Fidelity Investments November 2011 - June 2012
Investor Advocacy Clinic, Suffolk University Law School August 2010 - August 2011
Skills
Securities, Legal Research, Due Diligence, Customer Service, Dispute Resolution, Microsoft Excel, Investments, Relationship Management, Portfolio Management, Financial Services, Bloomberg, Charles River IMS
Education
Suffolk University Law School 2008 — 2011
Juris Doctor, Law
Emmanuel College 2004 — 2007
Economics and Management, Magna Cum Laude
Fiduciary Trust International March 2014 - Present
Joel R. Mogy Investment Counsel November 2012 - March 2014
Fidelity Investments November 2011 - June 2012
Investor Advocacy Clinic, Suffolk University Law School August 2010 - August 2011
Skills
Securities, Legal Research, Due Diligence, Customer Service, Dispute Resolution, Microsoft Excel, Investments, Relationship Management, Portfolio Management, Financial Services, Bloomberg, Charles River IMS
Education
Suffolk University Law School 2008 — 2011
Juris Doctor, Law
Emmanuel College 2004 — 2007
Economics and Management, Magna Cum Laude
shawn sloves shawn sloves's Fiduciary Trust International Experience October 1993 - October 1997
Job CEO, Cofounder, Fundamental Interactions inc.
Industry Financial Services
Experience
Fundamental Interactions July 2011 - Present
Atlas ATS April 2013 - Present
Mantara Inc. May 2006 - July 2011
SunGard 2001 - 2006
OptiMark 1999 - 2001
Onsite Trading 1998 - 1999
Prudential Securities 1997 - 1998
Fiduciary Trust International October 1993 - October 1997
Citicorp 1991 - 1993
Skills
FIX, High Availability, Java, Trading Systems, Trading, Market Data, Low Latency, Risk, Compliance, Electronic Trading, Equities, Financial Markets, Options, Venture Capital, Derivatives, Capital Markets, Risk Management, FX, Product Management, Start-ups, Proprietary Trading, Entrepreneurship, Business Strategy, Product Strategy, Entrepreneur, Executive Management, Private Equity, Securities, Investments, Financial Modeling, Financial Risk, FX Options, Strategy, Hedge Funds, Integration, Bloomberg, Financial Services, Emerging Markets, Portfolio Management, Fixed Income, Data Center, Business Analysis, Asset Management, Trading Strategies, Business Planning, Series 7, Equity Trading, Alternative Investments, Investment Banking, FX trading
Education
Montclair State University
Graduate
The Ohio State University
Bachelor of Arts (B.A.), Communications, Business
University of Massachusetts Lowell
BS, Information Technology
Fundamental Interactions July 2011 - Present
Atlas ATS April 2013 - Present
Mantara Inc. May 2006 - July 2011
SunGard 2001 - 2006
OptiMark 1999 - 2001
Onsite Trading 1998 - 1999
Prudential Securities 1997 - 1998
Fiduciary Trust International October 1993 - October 1997
Citicorp 1991 - 1993
Skills
FIX, High Availability, Java, Trading Systems, Trading, Market Data, Low Latency, Risk, Compliance, Electronic Trading, Equities, Financial Markets, Options, Venture Capital, Derivatives, Capital Markets, Risk Management, FX, Product Management, Start-ups, Proprietary Trading, Entrepreneurship, Business Strategy, Product Strategy, Entrepreneur, Executive Management, Private Equity, Securities, Investments, Financial Modeling, Financial Risk, FX Options, Strategy, Hedge Funds, Integration, Bloomberg, Financial Services, Emerging Markets, Portfolio Management, Fixed Income, Data Center, Business Analysis, Asset Management, Trading Strategies, Business Planning, Series 7, Equity Trading, Alternative Investments, Investment Banking, FX trading
Education
Montclair State University
Graduate
The Ohio State University
Bachelor of Arts (B.A.), Communications, Business
University of Massachusetts Lowell
BS, Information Technology
Edward Odom Edward Odom's Fiduciary Trust International Experience July 1989 - December 1992
Job Senior Systems Engineer, Telecommunication Sales
Industry Telecommunications
Experience
Sonus Networks December 2011 - Present
Just Friends Music 1993 - Present
Avaya November 2010 - December 2011
Avaya December 2009 - November 2010
Nortel May 2000 - December 2009
The New York Times August 1999 - May 2000
Group Health Incorporated December 1992 - August 1999
Total Solutions of New York 1990 - 1999
Fiduciary Trust International July 1989 - December 1992
NYNEX Business Information Systems September 1984 - July 1989
Skills
Unified Communications, VoIP, Avaya, Unified Messaging, Cisco Technologies, CTI, Contact Centers, System Administration, Call Logging, Manufacturing, SIP, Telecommunications, Telephony, IP, IVR, Wireless, Sales Engineering, H.323, Cloud Computing, Ethernet, Pre-sales, LAN-WAN, Network Design, Networking, Integration, TDM, Enterprise Software, QoS, Solution Selling, Professional Services, Strategy, Avaya Technologies, MPLS, Network Architecture, CRM
Education
City University of New York City College 1980 — 1984
B.S., Computer Science
Sonus Networks December 2011 - Present
Just Friends Music 1993 - Present
Avaya November 2010 - December 2011
Avaya December 2009 - November 2010
Nortel May 2000 - December 2009
The New York Times August 1999 - May 2000
Group Health Incorporated December 1992 - August 1999
Total Solutions of New York 1990 - 1999
Fiduciary Trust International July 1989 - December 1992
NYNEX Business Information Systems September 1984 - July 1989
Skills
Unified Communications, VoIP, Avaya, Unified Messaging, Cisco Technologies, CTI, Contact Centers, System Administration, Call Logging, Manufacturing, SIP, Telecommunications, Telephony, IP, IVR, Wireless, Sales Engineering, H.323, Cloud Computing, Ethernet, Pre-sales, LAN-WAN, Network Design, Networking, Integration, TDM, Enterprise Software, QoS, Solution Selling, Professional Services, Strategy, Avaya Technologies, MPLS, Network Architecture, CRM
Education
City University of New York City College 1980 — 1984
B.S., Computer Science
Gloria Fieldcamp Gloria Fieldcamp's Fiduciary Trust International Experience May 2012 - Present
Job Managing Director at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust International May 2012 - Present
Merrill Lynch Private Banking and Investment Group September 2010 - February 2012
JPMorgan Private Bank September 1986 - June 2008
Skills
Wealth Management, Asset Managment, Portfolio Management, Private Banking, Investment Advisory, Banking, Equities, Fixed Income, Alternative Investments, Asset Allocation, Trust and Estate..., Series 7, Relationship Management, Credit and Lending, Family Office, Family Governance, Team Leadership, Foreign Languages, Asset Management, Credit, Hedge Funds, Investment Management, Loans, Strategic Financial..., Trust, Wealth Management...
Education
New York University
B.A.
Fiduciary Trust International May 2012 - Present
Merrill Lynch Private Banking and Investment Group September 2010 - February 2012
JPMorgan Private Bank September 1986 - June 2008
Skills
Wealth Management, Asset Managment, Portfolio Management, Private Banking, Investment Advisory, Banking, Equities, Fixed Income, Alternative Investments, Asset Allocation, Trust and Estate..., Series 7, Relationship Management, Credit and Lending, Family Office, Family Governance, Team Leadership, Foreign Languages, Asset Management, Credit, Hedge Funds, Investment Management, Loans, Strategic Financial..., Trust, Wealth Management...
Education
New York University
B.A.
Dmitriy Minaker Dmitriy Minaker's Fiduciary Trust International Experience February 2000 - August 2000
Job Credit Risk Officer at JPMorgan
Industry Banking
Experience
JPMorgan Chase September 2007 - Present
JPMorgan Chase July 2005 - September 2007
THE BANK OF NEW YORK August 2000 - July 2005
FIDUCIARY TRUST INTERNATIONAL February 2000 - August 2000
STATE OF NEW YORK BANKING DEPARTMENT September 1998 - February 2000
Skills
Credit Risk, DTC, Bloomberg, Derivatives, Portfolio Management, Investment Banking, Capital Markets, FX Options, Financial Risk, Banking, Treasury Management, Credit, Market Risk, Equities, Fixed Income, Structured Finance, Cash Management, Risk Management, Securities Lending, Investments, Trading, Securities, Finance, Financial Services, Loans
Education
Pace University 1997 — 2000
Bachelor of Business Administration, Finance
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
Economic, Macroeconomics
JPMorgan Chase September 2007 - Present
JPMorgan Chase July 2005 - September 2007
THE BANK OF NEW YORK August 2000 - July 2005
FIDUCIARY TRUST INTERNATIONAL February 2000 - August 2000
STATE OF NEW YORK BANKING DEPARTMENT September 1998 - February 2000
Skills
Credit Risk, DTC, Bloomberg, Derivatives, Portfolio Management, Investment Banking, Capital Markets, FX Options, Financial Risk, Banking, Treasury Management, Credit, Market Risk, Equities, Fixed Income, Structured Finance, Cash Management, Risk Management, Securities Lending, Investments, Trading, Securities, Finance, Financial Services, Loans
Education
Pace University 1997 — 2000
Bachelor of Business Administration, Finance
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
Economic, Macroeconomics
Ware Palmer's Fiduciary Trust International Experience January 2011 - Present
Job Managing Director at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust International January 2011 - Present
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Mortgage Banking, Mortgage Finance, Mortgage Lending, Due Diligence, Mergers & Acquisitions, Wealth Management, Loans, Management, Investments, Asset Management, Fixed Income, Securities, Financial Services, Valuation
Education
University of Pennsylvania - The Wharton School
MBA
The McIntire School of Commerce, University of Virginia
MS
Washington and Lee University
BA
St. Christopher's School
Fiduciary Trust International January 2011 - Present
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Mortgage Banking, Mortgage Finance, Mortgage Lending, Due Diligence, Mergers & Acquisitions, Wealth Management, Loans, Management, Investments, Asset Management, Fixed Income, Securities, Financial Services, Valuation
Education
University of Pennsylvania - The Wharton School
MBA
The McIntire School of Commerce, University of Virginia
MS
Washington and Lee University
BA
St. Christopher's School
Amy Roux's Fiduciary Trust International Experience October 2007 - March 2008
Job
Industry Law Practice
Experience
Law Firm of Amy W Roux October 2013 - Present
Conference on Jewish Material Claims Against Germany, Inc. April 2012 - October 2013
Big M, Inc January 2010 - April 2012
Fiduciary Trust International October 2007 - March 2008
Tashlik, Kreutzer, Goldwyn & Crandell P.C. March 2005 - October 2007
Skills
Legal Research, Legal Writing, Litigation, Due Diligence
Education
University of Miami School of Law 2008 — 2009
LLM
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD
The George Washington University 1994 — 1998
Law Firm of Amy W Roux October 2013 - Present
Conference on Jewish Material Claims Against Germany, Inc. April 2012 - October 2013
Big M, Inc January 2010 - April 2012
Fiduciary Trust International October 2007 - March 2008
Tashlik, Kreutzer, Goldwyn & Crandell P.C. March 2005 - October 2007
Skills
Legal Research, Legal Writing, Litigation, Due Diligence
Education
University of Miami School of Law 2008 — 2009
LLM
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD
The George Washington University 1994 — 1998
Shawn Denton's Fiduciary Trust International Experience May 2000 - July 2000
Job Manager Corporate Windows and Storage at KCG Holdings
Industry Financial Services
Experience
KCG Holdings (Formerly Getco LLC) November 2013 - Present
Getco LLC October 2012 - November 2013
Equity Office Properties December 2004 - November 2012
Equity Office Properties October 2000 - December 2004
Fiduciary Trust International May 2000 - July 2000
Skills
Citrix, Disaster Recovery, VMware, Active Directory, NetApp Filers, Netbackup, Troubleshooting, VPN, Networking, Software Documentation, Windows Server, Microsoft Exchange, Servers, Software Installation, Data Center, Storage Area Networks, Storage, SAN, Backup Exec, HP, High Availability, NetBackup, Virtualization
Education
Stony Brook University 1995 — 1996
KCG Holdings (Formerly Getco LLC) November 2013 - Present
Getco LLC October 2012 - November 2013
Equity Office Properties December 2004 - November 2012
Equity Office Properties October 2000 - December 2004
Fiduciary Trust International May 2000 - July 2000
Skills
Citrix, Disaster Recovery, VMware, Active Directory, NetApp Filers, Netbackup, Troubleshooting, VPN, Networking, Software Documentation, Windows Server, Microsoft Exchange, Servers, Software Installation, Data Center, Storage Area Networks, Storage, SAN, Backup Exec, HP, High Availability, NetBackup, Virtualization
Education
Stony Brook University 1995 — 1996
Nina Asnes's Fiduciary Trust International Experience 1981 - 1987
Job Vice President of Operations
Industry Computer Software
Experience
Lingoport 2006 - Present
Fiduciary Trust International 1981 - 1987
Council on Wage and Price Stability 1980 - 1981
Skills
Software Development, Globalization, PHP, Agile Methodologies, Internationalization, Analysis, Marketing Strategy, Databases, Entrepreneurship
Education
Binghamton University 1976 — 1980
BA, Economics
Lingoport 2006 - Present
Fiduciary Trust International 1981 - 1987
Council on Wage and Price Stability 1980 - 1981
Skills
Software Development, Globalization, PHP, Agile Methodologies, Internationalization, Analysis, Marketing Strategy, Databases, Entrepreneurship
Education
Binghamton University 1976 — 1980
BA, Economics
Thomas Loizeaux's Fiduciary Trust International Experience October 1997 - November 2013
Job Managing Director at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust International October 1997 - November 2013
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Williams College 1981 — 1985
BA Economics and English
Fiduciary Trust International October 1997 - November 2013
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Williams College 1981 — 1985
BA Economics and English
Stephen Polizzi's Fiduciary Trust International Experience July 1998 - May 2000
Job Account Manager Protegent at SunGard
Industry Financial Services
Experience
SunGard February 2010 - Present
BondDesk October 2008 - December 2009
The Bank of New York Mellon, Dreyfus Corporation May 2002 - September 2008
The McNamara Group January 2002 - May 2002
Merrill Lynch June 2000 - November 2001
Fiduciary Trust International July 1998 - May 2000
Morton's The Steakhouse 1997 - 1998
Dean Witter Intercapital, Dean Witter Discover & Co July 1994 - January 1996
Education
Loyola College 1997 — 1998
MBA, Marketing
Loyola University Maryland 1997 — 1998
MBA, Marketing/Business
Le Moyne College
South Side High School
SunGard February 2010 - Present
BondDesk October 2008 - December 2009
The Bank of New York Mellon, Dreyfus Corporation May 2002 - September 2008
The McNamara Group January 2002 - May 2002
Merrill Lynch June 2000 - November 2001
Fiduciary Trust International July 1998 - May 2000
Morton's The Steakhouse 1997 - 1998
Dean Witter Intercapital, Dean Witter Discover & Co July 1994 - January 1996
Education
Loyola College 1997 — 1998
MBA, Marketing
Loyola University Maryland 1997 — 1998
MBA, Marketing/Business
Le Moyne College
South Side High School