Fieldpoint Private Bank & Trust

Description

Founded: 2008 Subsidiaries: Fieldpoint Private Securities, LLC, Analytic Asset Management, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportFieldpoint PrivateWebsiteDirections Saved (0) Saved Save 1 Google review Bank in Greenwich, Connecticut Address: 100 Field Point Rd, Greenwich, CT 06830 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (203) 413-9300Category: : : Website: : : Place name: : Hours: : Website: http://www.fieldpointprivate.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fieldpoint Private Posting publicly on the Web Write a review Reviews 1 Google review

Fieldpoint Private Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fieldpoint Private Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Fieldpoint Private Bank & Trust Employees

Employee
Years
Job
Industry
Melanie Delaney Melanie Delaney Greater New York City Area Details
Melanie Delaney's Fieldpoint Private Bank & Trust Experience June 2014 - Present
Job Performance Reporting Analyst at Fieldpoint Private
Industry Banking
Experience
Fieldpoint Private Bank & Trust   June 2014 - Present
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture  June 2013 - August 2013
Merrill Lynch  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Customer Service, English, Social Media, Public Speaking, Spanish

Education
Babson College   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics

Daniel Parrett, Jr Daniel Parrett, Jr Mclean, Virginia Details
Daniel Parrett, Jr's Fieldpoint Private Bank & Trust Experience May 2012 - August 2012
Job Sr. FRP Associate at Capital One
Industry Financial Services
Experience
Capital One  January 2013 - Present
Fieldpoint Private Bank & Trust   May 2012 - August 2012
Fieldpoint Private Bank & Trust   May 2011 - August 2011
ESC  May 2010 - August 2010

Education
James Madison University   2008 — 2012
Bachelor of Mathematics, Finance

Weston High School

Blago Baychev Blago Baychev New York, New York Details
Blago Baychev's Fieldpoint Private Bank & Trust Experience 2010 - 2010
Job Equity Derivatives Strategies, Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2014 - Present
Morgan Stanley  June 2012 - July 2014
Lafayette College Investment Club   October 2010 - May 2012
Lafayette College Career Services   May 2010 - May 2012
Lafayette College  September 2009 - May 2012
Morgan Stanley  June 2011 - August 2011
Morgan Stanley  June 2010 - August 2010
Fieldpoint Private Bank & Trust   2010 - 2010
Allianz  June 2009 - August 2009

Skills
Economics, Investment Strategies, Trading Strategies, Portfolio Management, Quantitative Analytics, Trading, Financial Modeling, Investments, Statistics, Leadership, Bloomberg, Equity Derivatives, Microsoft Excel, Research, Financial Analysis, Econometrics, Finance, Microsoft Office, PowerPoint

Education
Lafayette College   2008 — 2012
Bachelor of Arts, Mathematics and Economics; International Affairs

Samuel Rivera Samuel Rivera Greater New York City Area Details
Samuel Rivera's Fieldpoint Private Bank & Trust Experience March 2011 - October 2012
Job Windows Administrator at TD Securities
Industry Information Technology and Services
Experience
TD Securities  January 2013 - Present
Fieldpoint Private Bank & Trust   March 2011 - October 2012
National Football League  October 2007 - August 2010
Geller & Company, LLC   November 2001 - August 2007
New York Health & Hospital Corporation   January 1998 - November 2001

Skills
VMware, Active Directory, McAfee, Citrix, DNS, DHCP, Windows Server, Servers, Data Center, Hardware, Disaster Recovery, System Deployment, VMware ESX

Education
Chubb Institute   2000 — 2001
Certificate, Network Engineering

City University of New York-Hunter College   1987 — 1992
B.A., Biology\Sociology

Gerard A. Perri Gerard A. Perri Middletown, New York Details
Gerard A. Perri's Fieldpoint Private Bank & Trust Experience April 2012 - July 2012
Job Chief Financial Officer
Industry Banking
Experience
Orange County Trust Company  July 2012 - Present
Fieldpoint Private Bank & Trust   April 2012 - July 2012
Herald National Bank  November 2007 - April 2012
CheckSpring Bank   March 2006 - September 2006
Metropolitan National Bank  June 1999 - February 2006
Spencer Savings Bank  June 1998 - May 1999
BRT Realty   July 1997 - May 1998
Bankers Federal Savings FSB   August 1990 - April 1997

Skills
Banking, Credit, Loans, Financial Analysis, Cash Management, Financial Reporting, Compliance, Mergers, Risk Management, Due Diligence, Corporate Finance, Portfolio Management, Accounting, Forecasting, Executive Management, Investments, Budgeting, SEC reporting, Internal Audit, Financial Management, Strategic Planning, Internal Controls, Financial Modeling, Budgets, Credit Analysis, Commercial Banking, Small Business Lending, Credit Risk, Managerial Finance, Banking Relationships, Mortgage Lending, Commercial Lending, Mergers & Acquisitions, Treasury Management, Finance, SEC filings, Financial Risk, Interest Rate Risk..., Financial Institutions, Cash Flow, Capital Markets, Asset Based Lending, Retail Banking, Treasury, Valuation, ALM, Asset Management, Strategic Financial..., Financial Services, Underwriting

Education
National School of Banking at Fairfield University   1993 — 1995
Graduate Degree in Banking, Banking

Adelphi University   1983 — 1986
MBA, Corporate Finance

Queens College   1973 — 1977
BA, Accounting

Archbishop Molloy High School   1969 — 1973
Regents Diploma

Shannon Marciano Shannon Marciano New Canaan, Connecticut Details
Shannon Marciano's Fieldpoint Private Bank & Trust Experience April 2008 - September 2011
Job Director Integrated Marketing at FTI Consulting
Industry Marketing and Advertising
Experience
FTI Consulting  July 2013 - Present
FTI Consulting  February 2012 - July 2013
Fieldpoint Private Bank & Trust   April 2008 - September 2011
Fieldpoint Private Bank & Trust   April 2007 - May 2008
EverBank  June 2005 - March 2007
Merrill Lynch Credit Corporation  January 1996 - February 1997
Merrill Lynch Credit Corporation  May 1994 - January 1996
Merrill Lynch Credit Corporation  March 1992 - May 1994
Merrill Lynch Credit Corporation  June 1989 - March 1992

Skills
Microsoft Office, Constant Contact, Salesforce.com, Financial Services, Integrated Marketing, Corporate Branding, Copywriting, Collateral Materials..., PowerPoint, Project Management, Direct Marketing, Social Media Marketing, Event Planning, CRM, Digital Marketing, Marketing, Business Development, Strategy, Start-ups, Public Relations, Marketing Management, Online Advertising, Marketing Strategy, Management, Newsletters, Entrepreneurship

Education
University of Scranton   1985 — 1989
BA, Philosophy / Finance

Ryan Prendergast Ryan Prendergast Greenwich, Connecticut Details
Ryan Prendergast's Fieldpoint Private Bank & Trust Experience November 2011 - April 2013
Job at
Industry Banking
Experience
Mid Valley Products   July 2014 - Present
Sigmund Cohn   May 2013 - June 2014
Fieldpoint Private Bank & Trust   November 2011 - April 2013
Oxygen Electronics LLC   April 2005 - September 2011

Skills
Accounts Payable, Accounts Receivable, Cash Management, Cash Flow, Accounting, Invoicing, Financial Statements, Bank Reconciliation, Finance, Sales, Cash Flow Forecasting, Auditing, Tax, Management, Banking, Forecasting, Purchasing

Education
Berkeley College   2006 — 2009
BBA, Accounting

Northeastern University   2002 — 2004
Exercise Physiology

Brittany Schnitta Brittany Schnitta Greater New York City Area Details
Brittany Schnitta's Fieldpoint Private Bank & Trust Experience August 2011 - Present
Job Associate at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust   August 2011 - Present
Cantor Fitzgerald  February 2011 - September 2011
Merrill Lynch  June 2010 - February 2011
Luciano Barbera  June 2009 - August 2009
Regional News Network  June 2009 - August 2009
Nestle Waters North America  June 2008 - August 2008

Skills
Management, Banking, Tax, Accounting, Accounts Payable, Microsoft Office, QuickBooks, PowerPoint, Microsoft Excel, Portfolio Management, Wealth Management, Insurance

Education
Bryant University   2006 — 2010
B.S., Finance, Marketing, Communications

Christopher Genova Christopher Genova Greater New York City Area Details
Christopher Genova's Fieldpoint Private Bank & Trust Experience June 2010 - August 2011
Job Business Analyst at Cablevision
Industry Telecommunications
Experience
Cablevision  October 2012 - Present
Vidal/Wettenstein Real Estate   May 2011 - September 2011
Fieldpoint Private Bank & Trust   June 2010 - August 2011

Skills
Finance, Financial Reporting, Microsoft Excel, Investments, Accounting, PowerPoint, Business Planning, Marketing, Financial Analysis, Financial Modeling, Microsoft Office, Data Analysis, Market Research

Education
The University of Connecticut   2008 — 2012
Bachelor of Arts (B.A.), Economics

Jake Ruskin Jake Ruskin Philadelphia, Pennsylvania Details
Jake Ruskin's Fieldpoint Private Bank & Trust Experience May 2011 - August 2011
Job Systems Engineer at Lockheed Martin
Industry Mechanical or Industrial Engineering
Experience
Lockheed Martin  June 2015 - Present
Lockheed Martin  July 2013 - June 2015
Sealed Air Corporation  June 2012 - August 2012
Fieldpoint Private Bank & Trust   May 2011 - August 2011
The Cliffs at Valhalla   January 2006 - January 2011

Skills
Matlab, Pro Engineer, CAD, Microsoft Office, Six Sigma, Manufacturing, Mechanical Engineering, Data Analysis, Lean Manufacturing, Process Improvement, Product Design, Production Managment, Mechanical Drawings, Statistical Tools, Geometric Dimensioning..., Java, Quality Management, Systems Engineering, Missile Defense, Agile Application..., C++

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science (BS), Mechanical Engineering

Eric Lutz Eric Lutz Greater New York City Area Details
Eric Lutz's Fieldpoint Private Bank & Trust Experience April 2008 - December 2012
Job Regional Manager at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank  January 2013 - Present
Fieldpoint Private Bank & Trust   April 2008 - December 2012
Key Private Bank  September 2006 - March 2008
Webster Financial Advisors - Webster Bank   October 2001 - September 2006

Skills
Credit, Wealth Management, Private Banking, Restructuring, Succession Planning

Education
Brown University   1979 — 1983
BA -Economics, Economics, English

Andrew Perkowski Andrew Perkowski Greater New York City Area Details
Andrew Perkowski's Fieldpoint Private Bank & Trust Experience December 2007 - January 2008
Job AVP Product Manager at HSBC
Industry Financial Services
Experience
HSBC Wealth Management   December 2013 - Present
HSBC Wealth Management   June 2012 - December 2013
HSBC  July 2010 - June 2012
Fieldpoint Private Bank & Trust   December 2007 - January 2008

Skills
Microsoft Excel, Financial Analysis, Research, Economics, PowerPoint, Wealth Management..., Financial Modeling, Risk Management

Education
Hamilton College   2006 — 2010

Paul Guidone, CFA Paul Guidone, CFA Greater New York City Area Details
Paul Guidone, CFA's Fieldpoint Private Bank & Trust Experience February 2011 - April 2012
Job Linden Point Capital Management, LLC
Industry Investment Management
Experience
Linden Point Capital Management, LLC   September 2003 - Present
Fieldpoint Private Bank & Trust   February 2011 - April 2012
Vanderbilt University  September 2006 - June 2011
Citigroup  January 2005 - June 2007
J&W Seligman  January 2001 - December 2003
HSBC Asset Management, Ltd   1994 - 2001
Prudential Diversified Investment Strategies   June 1987 - December 1993

Skills
Hedge Funds, Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Asset Allocation, Investment Management, Private Equity, Alternative Investments, Wealth Management, Asset Managment, Investment Strategies, Finance, Risk Management, Financial Analysis, Strategic Planning, Securities, Mutual Funds, Leadership, Valuation, Portfolio Optimization, Due Diligence, Venture Capital, Strategy, Emerging Markets, Trading, Financial Services, Financial Advisory, Financial Risk, Economics, Teaching, University Teaching, Asset

Education
Institute of Charted Financial Analysts   1981 — 1984
CFA, Investment Finance

Penn State University   1975 — 1979
BS, Finance, Investment Analysis and Valuation

St Mary's high school

Todd Bitteker Todd Bitteker Greater New York City Area Details
Todd Bitteker's Fieldpoint Private Bank & Trust Experience June 2009 - July 2013
Job Sr. Risk Analyst at Pacific Premier BankFranchise Capital
Industry Financial Services
Experience
Pacific Premier Bank-Franchise Capital   July 2013 - Present
Fieldpoint Private Bank & Trust   June 2009 - July 2013
General Electric Company, Capital Solutions   September 2003 - April 2009
GMAC Commercial Fiance   2001 - March 2003
Peachtree Franchise Finance   1998 - 2000
FMAC  1995 - 1998

Skills
Asset Based Lending, Credit, Credit Risk, Finance, Portfolio Management, Loans, Financial Risk, Capital Markets, Underwriting, Financial Services, Financial Structuring, Loan Origination, Analysis, Securities, Management, Funding, Commercial Real Estate, Business Planning, Credit Analysis, Cross-functional Team..., Securitization, Commercial Lending, Structured Finance, Fixed Income

Education
Saint Lawrence University   1987 — 1991
B.S., Economics

Lynn Cocchiola Lynn Cocchiola Greater New York City Area Details
Lynn Cocchiola's Fieldpoint Private Bank & Trust Experience May 2009 - July 2009
Job at Mount & Nadler
Industry International Affairs
Experience
Mount & Nadler   July 2010 - Present
Cameron Associates  January 2010 - January 2010
Fieldpoint Private Bank & Trust   May 2009 - July 2009

Education
Lafayette College   2006 — 2010
Bachelor of Arts (B.A.), International Affairs

The Institute for the International Education of Students Barcelona, Spain   2009 — 2009

David Snediker David Snediker Greater New York City Area Details
David Snediker's Fieldpoint Private Bank & Trust Experience 2008 - Present
Job Paul Hastings Retired Partner (2/1/13)
Industry Law Practice
Experience
Fieldpoint Private Bank & Trust   2008 - Present
Paul Hastings  April 1982 - February 2013

Skills
Due Diligence, Joint Ventures, Real Estate, Compensation Packages, Real Estate Financing, Real Estate Transactions, Private Banking, Non-Executive Director, Mortgage Lending, Financial Structuring, Acquisitions, Securities Regulation, Cross-functional Team..., Corporate Law, Private Equity, Legal Advice, Corporate Governance, Contract Negotiation, Real Estate Development, Mergers & Acquisitions, Corporate Finance, Arbitration

Education
St. John's University School of Law   1972 — 1974
J.D, Law

University of Notre Dame   1965 — 1969
B.S, Biology

Kristin McNamara Kristin McNamara Greater New York City Area Details
Kristin McNamara's Fieldpoint Private Bank & Trust Experience August 2009 - Present
Job Operations Manager at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust   August 2009 - Present
GE Capital  August 2006 - July 2009
GMAC Mortgage  August 2004 - August 2006

Education
Western New England College School of Law   1997 — 2000
JD, Law

University of Massachusetts, Amherst   1991 — 1995
BA, Humanities

Nicholas Bertha Nicholas Bertha Greater New York City Area Details
Nicholas Bertha's Fieldpoint Private Bank & Trust Experience March 2008 - Present
Job Managing Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust   March 2008 - Present
Robetson Stephens   November 2000 - September 2003

Skills
Wealth Management, Investments, Asset Management

Education
Marquette University
JD, Tax & Business Law

Marquette University
Bachelor's Degree, History

University of Wisconsin
Master of Business Administration (M.B.A.), Taxation

Laura DePersis Laura DePersis Greater New York City Area Details
Laura DePersis's Fieldpoint Private Bank & Trust Experience July 2007 - September 2013
Job Senior Structured Credit Executive at U.S. Trust
Industry Banking
Experience
U.S. Trust   September 2013 - Present
Fieldpoint Private Bank & Trust   July 2007 - September 2013
First Republic Bank  June 2003 - June 2007
Hypo Vereinsbank AG (HVB Group)   May 2000 - June 2003

Skills
Credit, Portfolio Management, Loans, Commercial Lending, Equities, Due Diligence, Credit Analysis, Commercial Banking, Banking, Investments, Mortgage Lending, Finance, Underwriting, Financial Analysis, Loan Origination, Risk Management, Financial Services, Credit Risk, Capital Markets, Strategic Planning, Hedge Funds, Small Business Lending, Consumer Lending, Commercial Mortgages

Education
Holy Cross   1986 — 1989
Bachelor of Arts (B.A.), Economics

Skidmore College   1985 — 1986

Adam Klestadt Adam Klestadt Greater New York City Area Details
Adam Klestadt's Fieldpoint Private Bank & Trust Experience May 2011 - August 2011
Job Associate Project Development Analyst at New York Power Authority
Industry Renewables & Environment
Experience
New York Power Authority  June 2015 - Present
Cushman & Wakefield  June 2014 - May 2015
Citi  June 2014 - May 2015
America's Growth Capital  January 2014 - April 2014
Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP   June 2013 - December 2013
Environmental Defense Fund  June 2012 - August 2012
Fieldpoint Private Bank & Trust   May 2011 - August 2011

Skills
Data Analysis, Market Research, Microsoft Excel, PowerPoint, Research, Microsoft Office, Spanish, Microsoft Word, Capital IQ, Valuation

Education
Washington University in St. Louis   2009 — 2013
Bachelor of Arts (B.A.)- Magna Cum Laude, Economics

Universidad Carlos III de Madrid   2012 — 2012
Study abroad in Madrid, Spain during Spring 2012

Sam Gilliland Sam Gilliland Greater New York City Area Details
Sam Gilliland's Fieldpoint Private Bank & Trust Experience December 2010 - Present
Job Managing Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust   December 2010 - Present
Morgan Stanley Smith Barney  March 2002 - December 2010
Deutsche Bank Alex. Brown  December 1991 - March 2002
Oppenheimer & Co.   December 1986 - December 1991
Bear Stearns & Co.   September 1982 - December 1986
Telecomp  June 1981 - September 1983

Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Securities, Mutual Funds, Series 63, Finance, Investment Banking, ETFs, Investment Strategies, Asset Management, Series 65, Financial Advisory, Investment Management, Capital Markets, Private Equity, Bloomberg

Education
Denison University   1975 — 1979
BA English, Literature and Creative Writing

The Governors Academy   1972 — 1975
High School, Liberal Arts and Sciences, General Studies and Humanities

Daniel Donahue Daniel Donahue Greenwich, Connecticut Details
Daniel Donahue's Fieldpoint Private Bank & Trust Experience January 2013 - Present
Job CoFounder and Lead Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust   January 2013 - Present
Fieldpoint Private Bank & Trust   April 2008 - December 2012
Merrill Lynch  January 1964 - December 2000

Skills
Alternative Investments, Securities, Investments, Wealth Management, Asset Managment, Series 7, Hedge Funds, Financial Services, Retirement, Mutual Funds, Equities, Asset Allocation, Mergers & Acquisitions, Financial Advisory, Estate Planning, Retirement Planning, Private Equity

Education
The University of Chicago - Booth School of Business   1968 — 1971
Masters Degree in Business Administration

United States Military Academy at West Point   1956 — 1960
Bachelor of Science (BS)

Joseph Langley Joseph Langley Forest Hills, New York Details
Joseph Langley's Fieldpoint Private Bank & Trust Experience April 2008 - August 2013
Job Chief Credit Officer at M. Y. Safra Bank, FSB
Industry Banking
Experience
M. Y. Safra Bank, FSB   December 2013 - Present
Fieldpoint Private Bank & Trust   April 2008 - August 2013
First Republic Bank  October 2005 - April 2008
Citigroup Geneva Capital Strategies   February 2003 - April 2005

Education
State University of New York at Albany   1999 — 2001
Master of Business Administration, Finance, 3.9