Fieldpoint Private Bank & Trust
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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