First State Trust Company
Industry: Company
DescriptionHeadquarters: Wilmington, DE Parent organization: Citigroup Subsidiary: First State Trust Company, Asset Management Arm
First State Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First State Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First State Trust Company Salaries. You can even request information on how much does First State Trust Company pay if you want to. Learn about salaries, pros and cons of working for First State Trust Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 First State Trust Company employees in database. Find out everything there's to know about First State Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First State Trust Company Employees
First State Trust Company April 2015 - Present
Charles Schwab June 2011 - April 2015
Citigroup Trust-Delaware, N.A. June 2007 - June 2011
Skills
Wealth Management, Estate Planning, Financial Modeling, Trust Services, Investments, Asset Managment, Banking, Strategic Financial..., Loans, Microsoft Excel, Customer Service, Asset Management, Financial Services, Securities, Financial Advisory, Wealth Management..., Finance, Financial Planning
Education
Villanova University 2014 — 2016
Master of Laws (LLM), Tax Law/Taxation
Widener University School of Law 2009 — 2012
JD, LAW
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Flat Rock Middle School August 2010 - Present
First State Trust Company 2015 - 2015
First State Trust Company 2015 - 2015
First State Trust Company 2015 - 2015
First State Trust Company 2014 - 2015
NC Humanities Council 2012 - 2012
Winston-Salem/Forsyth County Schools August 2009 - June 2010
North Hills Elementary School August 2004 - June 2009
North Hills Elementary School August 2000 - June 2004
South Fork Elementary School August 1998 - June 2000
Skills
Lesson Planning, Classroom Management, Teachers, Elementary Education, Differentiated..., Curriculum Design, Literacy, Educational Leadership, Curriculum Development, Language Arts, Social Studies, Teaching, K-12, Tutoring, Higher Education
Education
Appalachian State University 2006 — 2008
Master of Arts (M.A.), Educational Media/Instructional Technology, 4.0
Salem College 1986 — 1988
N.C. Teaching Certificate, K-4
Forsyth Technical Community College 1984 — 1986
Marketing and Retailing
Converse College 1980 — 1984
Bachelor of Arts (B.A.), Religion and Sociology
R.J. Reynolds High School 1978 — 1980
Diploma, College Preparatory
First State Trust Company June 2015 - Present
Citi July 2011 - June 2015
First State Trust Company December 2008 - July 2011
Citi December 1994 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Delaware State University
Wilmington University
First State Trust Company May 2014 - Present
Morgan Stanley Private Bank September 2011 - May 2014
Citi January 1998 - August 2011
Fleming, Haile & Shaw, P.A. January 1992 - January 1998
Skills
Estate Planning, Wealth, Wealth Management, Asset Allocation, Private Banking, Wealth Management..., Microsoft Excel, PowerPoint, Financial Services, Mutual Funds, Microsoft Word, Trust Services, SharePoint, Adobe Acrobat, Investment Advisory, CSS, Financial Advisory, Trusts, Alternative Investments, High Net Worth..., Interpreter for the Deaf, FIS, SEI, Certified Trust and..., Trust Management, Integrity, Risk Management, Relationship Management, Strategic Financial..., Banking, AML, ETFs, KYC, Estate Tax Planning, Operational Risk..., Client Services, Hedge Funds, Investment Strategies, Financial Risk, Volunteer Management, Volunteering, Volunteer Recruiting, Trust Portal, Trust Rite, Adobe Creative Suite, Financial Planning
Education
Freed-Hardeman University 1983 — 1988
Bachelor of Science (B.S.), Social and Behavioral Sciences
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
Isagenix November 2014 - Present
First State Trust Company November 2008 - Present
The Real Charitable Housewives of Southeast PA November 2012 - Present
Weichert Realtors July 2008 - February 2009
Citi October 2001 - November 2008
Citi October 2000 - October 2001
Citi April 1999 - October 2000
Citi June 1997 - April 1999
Vanguard August 1992 - July 1997
Skills
Healthy Lifestyle, Entrepreneurship, Team Leadership, Networking, Team Building, Management, Marketing, Training, Sales, Wealth Management, Fundraising, Relationship Management, Nonprofits, Customer Service, Leadership
Education
West Chester University of Pennsylvania 1990 — 1991
Sales & Marketing
Kennett High School 1987 — 1990
Goldey-Beacom College
Computer Science
SEI February 2011 - Present
First State Trust Company 2004 - 2011
Education
St. Joseph's University 1993 — 1997
Finance
JPMorgan Chase April 2014 - Present
First State Trust Company July 2002 - April 2014
Citigroup July 2002 - April 2008
Wilmington Trust January 1997 - July 2002
Education
University of Delaware 1989 — 1993
Cannon Financial Institute Trust School graduate
First State Trust Company December 2014 - Present
Wilmington University February 2014 - Present
Capano Homes, Inc. May 2002 - November 2014
Skills
General Ledger, QuickBooks, Accounting, Financial Reporting, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Accounting, Journal Entries, Auditing, GAAP, Fixed Assets, US GAAP, Financial Statements, Accruals, Variance Analysis, Bank Reconciliation, Cash Flow, Financial Analysis, Cost Accounting, Microsoft Excel
Education
Wilmington University 2012 — 2013
Master of Science (MS), Accounting
Wilmington University 2010 — 2012
Bachelor of Science (BS), Accounting
Goldey Beacom College
AS, Accounting