First State Trust Company

Industry: Company

Description

Headquarters: Wilmington, DE Parent organization: Citigroup Subsidiary: First State Trust Company, Asset Management Arm

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First State Trust Company Employees

Employee
Years
Job
Industry
Anna C. Weyl, JD, CTFA Anna C. Weyl, JD, CTFA Wilmington, Delaware Details
Anna C. Weyl, JD, CTFA's First State Trust Company Experience April 2015 - Present
Job Vice President and Lead Trust Officer at First State Trust Company
Industry Financial Services
Experience
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

Jane Loftis Jane Loftis Winston Salem, North Carolina Details
Jane Loftis's First State Trust Company Experience 2015 - 2015
Job Instructional Technology Coach/Technology Facilitator WinstonSalem/Forsyth County Schools
Industry Education Management
Experience
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

Terry White Hood Terry White Hood Greater Philadelphia Area Details
Terry White Hood's First State Trust Company Experience June 2015 - Present
Job Assistant Vice President at FSTC
Industry Financial Services
Experience
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

Jacqui Jenkins, CTFA Jacqui Jenkins, CTFA Wilmington, Delaware Details
Jacqui Jenkins, CTFA's First State Trust Company Experience May 2014 - Present
Job Chief Fiduciary Officer and Senior Vice President of First State Trust Company
Industry Banking
Experience
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

James J. Okamura,CFA,CFP,AWMA James J. Okamura,CFA,CFP,AWMA Wilmington, Delaware Details
James J. Okamura,CFA,CFP,AWMA's First State Trust Company Experience 2014 - Present
Job President and Chief Investment Officer at First State Trust Company
Industry Financial Services
Experience
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

**Kelly Torello** **Kelly Torello** Greater Philadelphia Area Details
**Kelly Torello**'s First State Trust Company Experience November 2008 - Present
Job Crystal Manager | Entrepreneur | Wellness Advisor | Operations Manager | Charity President
Industry Health, Wellness and Fitness
Experience
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

Megan McCafferty Megan McCafferty Greater Philadelphia Area Details
Megan McCafferty's First State Trust Company Experience 2004 - 2011
Job Solutions Manager
Industry Financial Services
Experience
SEI  February 2011 - Present
First State Trust Company   2004 - 2011

Education
St. Joseph's University   1993 — 1997
Finance

Andrew Shields Andrew Shields Greater Philadelphia Area Details
Andrew Shields's First State Trust Company Experience July 2002 - April 2014
Job Trust Administrator, JP Morgan Trust Company of Delaware
Industry Financial Services
Experience
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

Ken Peisino Ken Peisino Townsend, Delaware Details
Ken Peisino's First State Trust Company Experience December 2014 - Present
Job Vice President/Controller at First State Trust Company
Industry Financial Services
Experience
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

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