Glenmede Trust Company
Description
Founded: 1956 Parent organization: Glenmede Corporation Subsidiary: Glenmede Investment Management, LPFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportGlenmede TrustWebsiteDirections Saved (0) Saved Save Investment service in New York City, New York Address: 535 Madison Ave 21st floor, New York, NY 10022 Hours: Closed ⋅ Opens 8:30AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 328-7310: Category: : : : : Place name: Website: : Website: http://www.glenmede.com/ Category: Investment service 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Glenmede Trust Posting publicly on the Web Write a review Reviews Be the first to review
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Glenmede Trust Company Employees
Employee
Years
Job
Industry
Gregory M. Healy Gregory M. Healy's Glenmede Trust Company Experience September 2014 - Present
Job Relationship Manager, Wealth Advisory at Glenmede
Industry Investment Management
Experience
Glenmede Trust Company September 2014 - Present
Mythic Bridge January 2015 - Present
Traust Sollus Wealth Management June 2007 - August 2014
Starbucks Coffee Company October 1997 - June 2007
Skills
Financial Planning, Tax Preparation, Registered Investment..., Portfolio Management, Insurance Planning, Wealth Management, Business Analysis, Tax Planning, Business Management, Comprehensive Wealth..., Series 65, Personal Financial..., Retirement Planning, Financial Analysis, Investments, Strategic Financial..., Investment Advisory, Financial Planners, Tax, Estate Planning, Financial Advisory, High Net Worth..., Management, Insurance, Wealth, Investment Management, Mutual Funds, Wealth Management..., Retirement, Finance, Investment Strategies, Asset Allocation, Asset Management, Financial Risk, 401k, Financial Services, Fixed Annuities, Alternative Investments, Equities, Hedge Funds, Personal Finance, Life Insurance, Bonds, Disability Insurance, Fixed Income, Long Term Care Insurance, Long-term Care, Private Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science, Finance, Political Science
Glenmede Trust Company September 2014 - Present
Mythic Bridge January 2015 - Present
Traust Sollus Wealth Management June 2007 - August 2014
Starbucks Coffee Company October 1997 - June 2007
Skills
Financial Planning, Tax Preparation, Registered Investment..., Portfolio Management, Insurance Planning, Wealth Management, Business Analysis, Tax Planning, Business Management, Comprehensive Wealth..., Series 65, Personal Financial..., Retirement Planning, Financial Analysis, Investments, Strategic Financial..., Investment Advisory, Financial Planners, Tax, Estate Planning, Financial Advisory, High Net Worth..., Management, Insurance, Wealth, Investment Management, Mutual Funds, Wealth Management..., Retirement, Finance, Investment Strategies, Asset Allocation, Asset Management, Financial Risk, 401k, Financial Services, Fixed Annuities, Alternative Investments, Equities, Hedge Funds, Personal Finance, Life Insurance, Bonds, Disability Insurance, Fixed Income, Long Term Care Insurance, Long-term Care, Private Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science, Finance, Political Science
Doris Hogan Doris Hogan's Glenmede Trust Company Experience June 1999 - Present
Job Managing Director Wealth Advisory at Glenmede Trust Company
Industry
Experience
Glenmede Trust Company June 1999 - Present
Estate Planning Council of Cleveland 1999 - 2013
Skills
Wealth
Education
Case Western Reserve University
Cleveland State University - Cleveland-Marshall College of Law
Doctor of Law (JD)
Glenmede Trust Company June 1999 - Present
Estate Planning Council of Cleveland 1999 - 2013
Skills
Wealth
Education
Case Western Reserve University
Cleveland State University - Cleveland-Marshall College of Law
Doctor of Law (JD)
Daniel Scher Daniel Scher's Glenmede Trust Company Experience May 2008 - August 2008
Job Managing Consultant at Navigant
Industry Management Consulting
Experience
Navigant Consulting July 2014 - Present
Navigant January 2013 - June 2014
Navigant June 2011 - December 2012
Cleveland Clinic May 2010 - August 2010
Cleveland Clinic May 2009 - August 2009
Shoutback Concepts LLC May 2009 - August 2009
Glenmede Trust Company May 2008 - August 2008
Merrill Lynch Investment Managers May 2007 - June 2007
Skills
Management Consulting, Healthcare, Revenue Cycle, Financial Analysis, Hospitals, Process Improvement, Strategy, Strategic Planning, Mergers, Acquisitions, Management, Finance
Education
Indiana University Bloomington 2007 — 2011
BS, Public Finance and Policy Analysis
Navigant Consulting July 2014 - Present
Navigant January 2013 - June 2014
Navigant June 2011 - December 2012
Cleveland Clinic May 2010 - August 2010
Cleveland Clinic May 2009 - August 2009
Shoutback Concepts LLC May 2009 - August 2009
Glenmede Trust Company May 2008 - August 2008
Merrill Lynch Investment Managers May 2007 - June 2007
Skills
Management Consulting, Healthcare, Revenue Cycle, Financial Analysis, Hospitals, Process Improvement, Strategy, Strategic Planning, Mergers, Acquisitions, Management, Finance
Education
Indiana University Bloomington 2007 — 2011
BS, Public Finance and Policy Analysis
Christina Karapalides's Glenmede Trust Company Experience July 2014 - June 2015
Job Business Development Associate at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. June 2015 - Present
Glenmede Trust Company July 2014 - June 2015
Law Office of Harry J. Karapalides 2006 - July 2014
International Student Services at Loyola University Maryland September 2010 - May 2014
Office of Congressman Gus Bilirakis June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Illustrator, International Relations, Research, Fundraising, Customer Service, Photoshop, Event Planning, Social Networking, Editing, Press Releases, Nonprofits, Blogging, Creative Writing, Event Management
Education
Loyola University Maryland 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
The Agnes Irwin School 2006 — 2010
High School
The Glenmede Trust Company, N.A. June 2015 - Present
Glenmede Trust Company July 2014 - June 2015
Law Office of Harry J. Karapalides 2006 - July 2014
International Student Services at Loyola University Maryland September 2010 - May 2014
Office of Congressman Gus Bilirakis June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Illustrator, International Relations, Research, Fundraising, Customer Service, Photoshop, Event Planning, Social Networking, Editing, Press Releases, Nonprofits, Blogging, Creative Writing, Event Management
Education
Loyola University Maryland 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
The Agnes Irwin School 2006 — 2010
High School
Jason Pride, CFA Jason Pride, CFA's Glenmede Trust Company Experience December 2009 - Present
Job Director of Investment Strategy at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company December 2009 - Present
Haverford Trust January 2001 - December 2009
Logan Capital Management, Inc. December 1999 - January 2001
UBS O'Connor/Warburg Dillon Read 1997 - 1999
Skills
Portfolio Management, Investments, Bloomberg, Financial Analysis, Investment Management, Investment Strategies, Mergers & Acquisitions, Economics, Investment Banking, Analysis, Options, Asset Allocation, Equity Research, Equities, Alternative Investments, Asset Management, Hedge Funds, Strategy, Financial Modeling, Finance, Valuation
Education
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1997
Bachelor of Science, Management Science (Finance), Minor Economics
Glenmede Trust Company December 2009 - Present
Haverford Trust January 2001 - December 2009
Logan Capital Management, Inc. December 1999 - January 2001
UBS O'Connor/Warburg Dillon Read 1997 - 1999
Skills
Portfolio Management, Investments, Bloomberg, Financial Analysis, Investment Management, Investment Strategies, Mergers & Acquisitions, Economics, Investment Banking, Analysis, Options, Asset Allocation, Equity Research, Equities, Alternative Investments, Asset Management, Hedge Funds, Strategy, Financial Modeling, Finance, Valuation
Education
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1997
Bachelor of Science, Management Science (Finance), Minor Economics
David Plotts David Plotts's Glenmede Trust Company Experience September 2013 - Present
Job Managing Director, Director of Wealth Planning at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company September 2013 - Present
Hawthorn, PNC Family Wealth July 2011 - June 2013
PwC September 1999 - June 2011
Skills
Wealth Management..., Wealth, Cash Flow Forecasting, Financial Services, Investments, Trust Services, Financial Modeling, High Net Worth..., Strategy, Banking, Financial Planners, Financial Advisory, Insurance, Retirement, Strategic Financial..., Financial Planning, Management, Wealth Management
Education
Rutgers University School of Law - Camden 1996 — 1999
JD, Law
Liberty University 1990 — 1994
BS, Accounting
Glenmede Trust Company September 2013 - Present
Hawthorn, PNC Family Wealth July 2011 - June 2013
PwC September 1999 - June 2011
Skills
Wealth Management..., Wealth, Cash Flow Forecasting, Financial Services, Investments, Trust Services, Financial Modeling, High Net Worth..., Strategy, Banking, Financial Planners, Financial Advisory, Insurance, Retirement, Strategic Financial..., Financial Planning, Management, Wealth Management
Education
Rutgers University School of Law - Camden 1996 — 1999
JD, Law
Liberty University 1990 — 1994
BS, Accounting
Rosemary DiRita Rosemary DiRita's Glenmede Trust Company Experience June 2014 - Present
Job Officer, Endowment and Foundation Advisory at Glenmede Trust Company
Industry Philanthropy
Experience
Glenmede Trust Company June 2014 - Present
Corporation for National and Community Service May 2011 - May 2014
Bike & Build, Inc. August 2008 - May 2011
Habitat for Humanity Metro Maryland October 2005 - June 2008
Georgetown University July 2003 - October 2005
Georgetown University August 2000 - June 2003
Skills
Nonprofits, Volunteer Management, Fundraising, Program Management, Strategic Planning, Program Development, Grants, Proposal Writing, Community Outreach, Leadership, Management, Leadership Development, Non-profit..., Project Management, Federal Grants..., Budgets, Public Relations, Event Planning, Budget, Corporate Social..., Grant Writing, Public Speaking, Higher Education...
Education
Georgetown University 2003 — 2005
Boston College 1996 — 2000
Bachelor of Arts (B.A.), English
Villa Maria Academy 1992 — 1996
Glenmede Trust Company June 2014 - Present
Corporation for National and Community Service May 2011 - May 2014
Bike & Build, Inc. August 2008 - May 2011
Habitat for Humanity Metro Maryland October 2005 - June 2008
Georgetown University July 2003 - October 2005
Georgetown University August 2000 - June 2003
Skills
Nonprofits, Volunteer Management, Fundraising, Program Management, Strategic Planning, Program Development, Grants, Proposal Writing, Community Outreach, Leadership, Management, Leadership Development, Non-profit..., Project Management, Federal Grants..., Budgets, Public Relations, Event Planning, Budget, Corporate Social..., Grant Writing, Public Speaking, Higher Education...
Education
Georgetown University 2003 — 2005
Boston College 1996 — 2000
Bachelor of Arts (B.A.), English
Villa Maria Academy 1992 — 1996
Tracy Jemison II Tracy Jemison II's Glenmede Trust Company Experience April 2012 - Present
Job Managing Director at Glenmede
Industry Investment Management
Experience
Glenmede Trust Company April 2012 - Present
Glenmede Trust Company September 2007 - April 2012
Sky Financial Group September 2000 - September 2007
Deloitte September 1998 - September 2000
Skills
Portfolio Management, Alternative Investments, Financial Analysis, Financial Modeling, Asset Managment, Wealth Management, Asset Allocation, Investments, Equities, Due Diligence, Hedge Funds, High Net Worth...
Education
Ohio University 1994 — 1998
BBA, Accounting
Glenmede Trust Company April 2012 - Present
Glenmede Trust Company September 2007 - April 2012
Sky Financial Group September 2000 - September 2007
Deloitte September 1998 - September 2000
Skills
Portfolio Management, Alternative Investments, Financial Analysis, Financial Modeling, Asset Managment, Wealth Management, Asset Allocation, Investments, Equities, Due Diligence, Hedge Funds, High Net Worth...
Education
Ohio University 1994 — 1998
BBA, Accounting
Himalaya Mehta's Glenmede Trust Company Experience May 2013 - August 2013
Job Student at University of Pennsylvania
Industry Higher Education
Experience
Cigna July 2014 - Present
University of Pennsylvania September 2010 - May 2014
Glenmede Trust Company May 2013 - August 2013
Philadelphia Spinners™ 2013 - 2013
CIGNA May 2012 - August 2012
Fels Institure of Government, University of Pennsylvania December 2011 - April 2012
Skills
Microsoft Excel, Access, Visual Basic, Java, Hyperion Interactive..., OCaml, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics, Junior
Cigna July 2014 - Present
University of Pennsylvania September 2010 - May 2014
Glenmede Trust Company May 2013 - August 2013
Philadelphia Spinners™ 2013 - 2013
CIGNA May 2012 - August 2012
Fels Institure of Government, University of Pennsylvania December 2011 - April 2012
Skills
Microsoft Excel, Access, Visual Basic, Java, Hyperion Interactive..., OCaml, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics, Junior
Marissa Restaino Marissa Restaino's Glenmede Trust Company Experience May 2012 - August 2012
Job Account Executive at SAP
Industry Computer Software
Experience
SAP 2013 - Present
SAP July 2013 - December 2013
Glenmede Trust Company May 2012 - August 2012
PECO Energy June 2010 - August 2011
Skills
Social Media, Leadership, Business Development, Research, Sales, Lead Generation, Marketing, Public Speaking, Business Intelligence, Maple, Account Planning, Microsoft Office, Outlook, SAP
Education
Washington College 2009 — 2013
Bachelors of Science, Mathematics
Royal Holloway, University of London 2011 — 2011
Mathematics, Business, Political Science, Junior
SAP 2013 - Present
SAP July 2013 - December 2013
Glenmede Trust Company May 2012 - August 2012
PECO Energy June 2010 - August 2011
Skills
Social Media, Leadership, Business Development, Research, Sales, Lead Generation, Marketing, Public Speaking, Business Intelligence, Maple, Account Planning, Microsoft Office, Outlook, SAP
Education
Washington College 2009 — 2013
Bachelors of Science, Mathematics
Royal Holloway, University of London 2011 — 2011
Mathematics, Business, Political Science, Junior
Irina Tanenbaum's Glenmede Trust Company Experience May 2001 - May 2002
Job Director of Investment Research at Artivest
Industry Investment Management
Experience
Artivest August 2015 - Present
The Juilliard School November 2011 - August 2015
YMCA Retirement Fund July 2007 - November 2011
MetLife December 2005 - June 2007
MetLife June 2004 - December 2005
MetLife June 2002 - June 2004
Glenmede Trust Company May 2001 - May 2002
Skills
Alternative Investments, Hedge Funds, ALM, Fund Of Funds, Private Equity, Real Estate, Investments, Mutual Funds, Investment Management, Pension Funds, Funding, Equity Research, Equities, Bloomberg, Portfolio Management, Investment Strategies, Asset Management, Valuation, Venture Capital, Capital Markets, Asset Allocation, Fixed Income, Emerging Markets, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA
Rutgers University-New Brunswick 1998 — 2002
BS
Artivest August 2015 - Present
The Juilliard School November 2011 - August 2015
YMCA Retirement Fund July 2007 - November 2011
MetLife December 2005 - June 2007
MetLife June 2004 - December 2005
MetLife June 2002 - June 2004
Glenmede Trust Company May 2001 - May 2002
Skills
Alternative Investments, Hedge Funds, ALM, Fund Of Funds, Private Equity, Real Estate, Investments, Mutual Funds, Investment Management, Pension Funds, Funding, Equity Research, Equities, Bloomberg, Portfolio Management, Investment Strategies, Asset Management, Valuation, Venture Capital, Capital Markets, Asset Allocation, Fixed Income, Emerging Markets, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA
Rutgers University-New Brunswick 1998 — 2002
BS
Jesse Stein Jesse Stein's Glenmede Trust Company Experience 2005 - 2010
Job Manager at Bridge Partners Consulting
Industry Telecommunications
Experience
Bridge Partners Consulting 2015 - Present
Radarworks 2013 - 2015
WideAngle 2012 - 2014
Lockerz.com 2011 - 2012
Mercent Corporation 2010 - 2011
Glenmede Trust Company 2005 - 2010
The Marketing Audit 2004 - 2005
United Technologies 2002 - 2003
Skills
Web Project Management, Social Media, Social Media Marketing, B2B eCommerce, B2C marketing, SEM, Online Marketing, Marketing Strategy, Market Analysis, Direct Marketing, Market Planning, Email Marketing, Digital Marketing, Marketing Communications, New Business Development, RFP, Website Administration, Website Management, Website Promotion, Website Redesign, Web Analytics, Blog Development, Blog Marketing, Facebook, Email Management, Email Design, Intranet Strategy, Program Management, Excel, Online Advertising, Webmaster Services, Web Design, Consumer Product Testing, User Experience, Product Management, Marketing, Corporate Communications, Mobile Devices, Business Development, Leadership, Management, Start-ups, Strategic Partnerships, Website Development, Blogging
Education
University of Pennsylvania 2003 — 2005
MGA, Public Policy Analysis
Georgetown University 1999 — 2003
BA, Government (International Relations) and American Studies
Bridge Partners Consulting 2015 - Present
Radarworks 2013 - 2015
WideAngle 2012 - 2014
Lockerz.com 2011 - 2012
Mercent Corporation 2010 - 2011
Glenmede Trust Company 2005 - 2010
The Marketing Audit 2004 - 2005
United Technologies 2002 - 2003
Skills
Web Project Management, Social Media, Social Media Marketing, B2B eCommerce, B2C marketing, SEM, Online Marketing, Marketing Strategy, Market Analysis, Direct Marketing, Market Planning, Email Marketing, Digital Marketing, Marketing Communications, New Business Development, RFP, Website Administration, Website Management, Website Promotion, Website Redesign, Web Analytics, Blog Development, Blog Marketing, Facebook, Email Management, Email Design, Intranet Strategy, Program Management, Excel, Online Advertising, Webmaster Services, Web Design, Consumer Product Testing, User Experience, Product Management, Marketing, Corporate Communications, Mobile Devices, Business Development, Leadership, Management, Start-ups, Strategic Partnerships, Website Development, Blogging
Education
University of Pennsylvania 2003 — 2005
MGA, Public Policy Analysis
Georgetown University 1999 — 2003
BA, Government (International Relations) and American Studies
Stephen J. Mahoney Stephen J. Mahoney's Glenmede Trust Company Experience January 1999 - Present
Job First Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company January 1999 - Present
The Vanguard Group 1986 - 1996
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Investment Management, Finance, Money Market, Treasury, Funding, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Mutual Funds
Education
Saint Joseph's University 1987 — 1989
MBA, Finance
Widener University 1984 — 1987
BS, Finance
Glenmede Trust Company January 1999 - Present
The Vanguard Group 1986 - 1996
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Investment Management, Finance, Money Market, Treasury, Funding, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Mutual Funds
Education
Saint Joseph's University 1987 — 1989
MBA, Finance
Widener University 1984 — 1987
BS, Finance
Gordon Stransky's Glenmede Trust Company Experience June 2005 - October 2006
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
Martha Cosky Martha Cosky's Glenmede Trust Company Experience January 2013 - April 2013
Job Audit Staff at EY
Industry Accounting
Experience
EY June 2014 - Present
Glenmede Trust Company January 2013 - April 2013
Dollar Tree Stores August 2009 - February 2013
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor of Science (B.S.), Accounting
Gloucester County College 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
EY June 2014 - Present
Glenmede Trust Company January 2013 - April 2013
Dollar Tree Stores August 2009 - February 2013
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor of Science (B.S.), Accounting
Gloucester County College 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Rebecca Knisley Rebecca Knisley's Glenmede Trust Company Experience May 2014 - Present
Job Endowments and Foundations Wealth Advisory Associate at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. January 2015 - Present
Glenmede Trust Company May 2014 - Present
Princeton University September 2013 - Present
Wohelo - the Luther Gulick Camps June 2010 - August 2013
Skills
Psychology, Social Influence, Social Sciences, Wealth Management, Business, Business Relationship..., Private Foundations, Non-profit..., Non-profit Volunteer, Education, Childcare, Microsoft Office, Nonprofits, Visual Arts, Silversmithing
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
The Wheeler School 2007 — 2011
The Glenmede Trust Company, N.A. January 2015 - Present
Glenmede Trust Company May 2014 - Present
Princeton University September 2013 - Present
Wohelo - the Luther Gulick Camps June 2010 - August 2013
Skills
Psychology, Social Influence, Social Sciences, Wealth Management, Business, Business Relationship..., Private Foundations, Non-profit..., Non-profit Volunteer, Education, Childcare, Microsoft Office, Nonprofits, Visual Arts, Silversmithing
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
The Wheeler School 2007 — 2011
Lisa Scalcione Lisa Scalcione's Glenmede Trust Company Experience April 2014 - April 2015
Job Salesforce.com Administrator at Horizon Blue Cross Blue Sheild of NJ
Industry Information Technology and Services
Experience
Horizon Blue Cross Blue Shield of New Jersey June 2015 - Present
Glenmede Trust Company April 2014 - April 2015
Lincoln Financial Group 2009 - 2013
Fujitsu Consulting 2007 - 2008
AAA Mid-Atlantic 2006 - 2007
Educational Testing Service (ETS) 2004 - 2006
Education
La Salle University 2004 — 2006
MBA, Management Information Systems
Rider University 2000 — 2004
BS, Management and Organizational Behavior
Horizon Blue Cross Blue Shield of New Jersey June 2015 - Present
Glenmede Trust Company April 2014 - April 2015
Lincoln Financial Group 2009 - 2013
Fujitsu Consulting 2007 - 2008
AAA Mid-Atlantic 2006 - 2007
Educational Testing Service (ETS) 2004 - 2006
Education
La Salle University 2004 — 2006
MBA, Management Information Systems
Rider University 2000 — 2004
BS, Management and Organizational Behavior
Lisa Michel Lisa Michel's Glenmede Trust Company Experience February 2014 - Present
Job Wealth Advisor at Glenmede Trust Company
Industry Banking
Experience
Glenmede Trust Company February 2014 - Present
Glenmede February 2014 - February 2014
Key Bank 1999 - February 2014
Skills
Wealth Management, Estate Planning, Asset Allocation, Portfolio Management, Asset Managment, Private Banking, Asset Management
Education
Case Western Reserve University School of Law 1981 — 1984
J.D.
Tufts University 1977 — 1981
B.A., Economics
Glenmede Trust Company February 2014 - Present
Glenmede February 2014 - February 2014
Key Bank 1999 - February 2014
Skills
Wealth Management, Estate Planning, Asset Allocation, Portfolio Management, Asset Managment, Private Banking, Asset Management
Education
Case Western Reserve University School of Law 1981 — 1984
J.D.
Tufts University 1977 — 1981
B.A., Economics
Gordon B Fowler, Jr. Gordon B Fowler, Jr.'s Glenmede Trust Company Experience January 2010 - Present
Job Glenmede President, CEO & CIO
Industry Investment Management
Experience
Glenmede Trust Company January 2010 - Present
Glenmede Trust Company May 2003 - Present
JP Morgan Chase June 2001 - April 2003
JP Morgan April 1994 - June 2001
JP Morgan August 1981 - June 1993
J.P. Morgan 1981 - 1982
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
M.S., Statistics and Operations Research
Brown University 1977 — 1981
A.B., Independent Concentration: African Political Economy
Glenmede Trust Company January 2010 - Present
Glenmede Trust Company May 2003 - Present
JP Morgan Chase June 2001 - April 2003
JP Morgan April 1994 - June 2001
JP Morgan August 1981 - June 1993
J.P. Morgan 1981 - 1982
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
M.S., Statistics and Operations Research
Brown University 1977 — 1981
A.B., Independent Concentration: African Political Economy
Bruce Simon Bruce Simon's Glenmede Trust Company Experience 1994 - 2002
Job Chief Investment Officer, Asset Management at City National Bank
Industry Financial Services
Experience
City National Bank January 2011 - Present
Ballentine Partners June 2007 - January 2011
Morgan Stanley 2002 - 2006
Glenmede Trust Company 1994 - 2002
Wells Fargo Bank 1991 - 1994
Certus Financial Corporation 1987 - 1991
Skills
Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Strategic Financial..., Investment Management, Hedge Funds, Asset Management, Financial Modeling, Investment Strategies, Private Banking, Investment Advisory, Mutual Funds, Equities, Asset Managment, Capital Markets, Equity Research
Education
The George Washington University - School of Business 1978 — 1981
MBA, Applied Economics
Penn State University 1974 — 1978
B.S., Marketing
City National Bank January 2011 - Present
Ballentine Partners June 2007 - January 2011
Morgan Stanley 2002 - 2006
Glenmede Trust Company 1994 - 2002
Wells Fargo Bank 1991 - 1994
Certus Financial Corporation 1987 - 1991
Skills
Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Strategic Financial..., Investment Management, Hedge Funds, Asset Management, Financial Modeling, Investment Strategies, Private Banking, Investment Advisory, Mutual Funds, Equities, Asset Managment, Capital Markets, Equity Research
Education
The George Washington University - School of Business 1978 — 1981
MBA, Applied Economics
Penn State University 1974 — 1978
B.S., Marketing
Debbie Bornholdt Debbie Bornholdt's Glenmede Trust Company Experience January 2010 - May 2010
Job Retired HR Professional
Industry Human Resources
Experience
Retired 2014 - Present
The Titan Group April 2013 - Present
The Titan Group November 2012 - March 2013
Glenmede March 2012 - June 2012
Sheltering Arms Physical Rehabilitation Center June 2010 - December 2010
Glenmede Trust Company January 2010 - May 2010
Bernard Hodes Group May 2006 - March 2009
SunCom Wireless 2001 - 2006
QVC 1996 - 2001
Day & Zimmermann 1990 - 1996
Skills
Recruiting, Human Resources, Strategic Planning, Process Improvement, Workforce Planning, Employer Branding, Talent Management, Talent Acquisition, Change Management, Organizational..., Performance Management, Employee Relations, Personnel Management, Strategy, HR Policies, Employee Benefits, Hiring, Policy, Employee Engagement, Leadership Development, Organizational..., Leadership, Succession Planning, Temporary Placement, Payroll, Onboarding, HRIS, Business Development, CRM
Education
West Chester University of Pennsylvania 1987 — 2000
MSA, IO Psychology/ Business Administration
University of South Carolina-Columbia
Bachelor of Science (BS), Psychology/Biology
Retired 2014 - Present
The Titan Group April 2013 - Present
The Titan Group November 2012 - March 2013
Glenmede March 2012 - June 2012
Sheltering Arms Physical Rehabilitation Center June 2010 - December 2010
Glenmede Trust Company January 2010 - May 2010
Bernard Hodes Group May 2006 - March 2009
SunCom Wireless 2001 - 2006
QVC 1996 - 2001
Day & Zimmermann 1990 - 1996
Skills
Recruiting, Human Resources, Strategic Planning, Process Improvement, Workforce Planning, Employer Branding, Talent Management, Talent Acquisition, Change Management, Organizational..., Performance Management, Employee Relations, Personnel Management, Strategy, HR Policies, Employee Benefits, Hiring, Policy, Employee Engagement, Leadership Development, Organizational..., Leadership, Succession Planning, Temporary Placement, Payroll, Onboarding, HRIS, Business Development, CRM
Education
West Chester University of Pennsylvania 1987 — 2000
MSA, IO Psychology/ Business Administration
University of South Carolina-Columbia
Bachelor of Science (BS), Psychology/Biology
Jessica Dewedoff's Glenmede Trust Company Experience January 2007 - May 2007
Job Learning Technology Representative at McGrawHill Higher Education
Industry Higher Education
Experience
McGraw-Hill Higher Education June 2013 - Present
NASDAQ OMX August 2012 - May 2013
Shire Pharmaceuticals April 2011 - July 2012
Shire Pharmaceuticals August 2009 - July 2012
MISI Company September 2008 - August 2009
Glenmede Trust Company January 2007 - May 2007
Skills
Account Management, Qualifying Prospects, New Business Development, Marketing, Sales&Marketing, Sales Operations, Pharmaceutics, Behavioral Health, Public Relations, Press Releases, Leadership..., Sales Leadership..., Recruiting, Management, Pharmaceutical Sales, Cross-functional Team..., Sales, Leadership, Market Research, Salesforce.com, Strategy, Cold Calling, CRM, Selling, Sales Process, Product Development, Training, Business Development
Education
Saint Joseph's University 2004 — 2008
Bachelors, Marketing
Saint Joseph's University 2004 — 2008
Bachelor of Science, Business Administration; Marketing
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
B.S., Marketing
Wildwood Catholic High School 2000 — 2004
High school
McGraw-Hill Higher Education June 2013 - Present
NASDAQ OMX August 2012 - May 2013
Shire Pharmaceuticals April 2011 - July 2012
Shire Pharmaceuticals August 2009 - July 2012
MISI Company September 2008 - August 2009
Glenmede Trust Company January 2007 - May 2007
Skills
Account Management, Qualifying Prospects, New Business Development, Marketing, Sales&Marketing, Sales Operations, Pharmaceutics, Behavioral Health, Public Relations, Press Releases, Leadership..., Sales Leadership..., Recruiting, Management, Pharmaceutical Sales, Cross-functional Team..., Sales, Leadership, Market Research, Salesforce.com, Strategy, Cold Calling, CRM, Selling, Sales Process, Product Development, Training, Business Development
Education
Saint Joseph's University 2004 — 2008
Bachelors, Marketing
Saint Joseph's University 2004 — 2008
Bachelor of Science, Business Administration; Marketing
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
B.S., Marketing
Wildwood Catholic High School 2000 — 2004
High school
Fred Young Fred Young's Glenmede Trust Company Experience February 2009 - August 2011
Job Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
Emily Rosen Emily Rosen's Glenmede Trust Company Experience June 2014 - August 2014
Job Transaction Liability Analyst
Industry Insurance
Experience
Aon Risk Solutions September 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Beit T'Shuvah June 2012 - August 2012
Kayne Anderson Capital Advisors May 2012 - August 2012
Education
Hamilton College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley, Haas School of Business 2013 — 2013
Business for the arts, sciences, and engineering
Beverly Hills High School 2007 — 2011
Aon Risk Solutions September 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Beit T'Shuvah June 2012 - August 2012
Kayne Anderson Capital Advisors May 2012 - August 2012
Education
Hamilton College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley, Haas School of Business 2013 — 2013
Business for the arts, sciences, and engineering
Beverly Hills High School 2007 — 2011
Jeanne Sherlock's Glenmede Trust Company Experience September 1999 - January 2001
Job Senior Accountant at Reed Technology & Information Services
Industry Information Services
Experience
Reed Technology & Information Services December 2006 - Present
Talk America May 2006 - December 2006
International SOS October 2004 - May 2006
ARI Mutual Insurance Companies January 2001 - October 2004
Glenmede Trust Company September 1999 - January 2001
Auditor General of Pennsylvania May 1998 - September 1999
Skills
Variance Analysis, Accounts Payable, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, PeopleSoft, US GAAP, Hyperion Enterprise, Accruals, Financial Forecasting, Accounts Receivable, Forecasting, Fixed Assets, General Ledger, Payroll, GAAP, Invoicing, Revenue Recognition, Financial Statements, Consolidation, Accounting, Hyperion
Education
Indiana University of Pennsylvania 1994 — 1998
Bachelor's of science in Business administration, Accounting
Reed Technology & Information Services December 2006 - Present
Talk America May 2006 - December 2006
International SOS October 2004 - May 2006
ARI Mutual Insurance Companies January 2001 - October 2004
Glenmede Trust Company September 1999 - January 2001
Auditor General of Pennsylvania May 1998 - September 1999
Skills
Variance Analysis, Accounts Payable, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, PeopleSoft, US GAAP, Hyperion Enterprise, Accruals, Financial Forecasting, Accounts Receivable, Forecasting, Fixed Assets, General Ledger, Payroll, GAAP, Invoicing, Revenue Recognition, Financial Statements, Consolidation, Accounting, Hyperion
Education
Indiana University of Pennsylvania 1994 — 1998
Bachelor's of science in Business administration, Accounting
Larry R. Bernstein, CFA Larry R. Bernstein, CFA's Glenmede Trust Company Experience 1998 - 2000
Job Senior Investment Consultant at Curran Investment Management
Industry Financial Services
Experience
Rowan University September 2014 - Present
Curran Investment Management July 2013 - Present
Camden County College January 2013 - Present
FIS Group July 2010 - December 2012
Camden County College September 2009 - May 2010
UBS Wealth Management 2005 - April 2009
Rutgers University 2004 - 2005
Ernst & Young 2001 - 2004
Clarion Group 2000 - 2001
Glenmede Trust Company 1998 - 2000
Skills
CRM, Alternative Investments, Hedge Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Equities, Due Diligence, Mutual Funds, Risk Management, Financial Analysis, Asset Allocation, Valuation, Strategic Planning, Analysis, Capital Markets, Financial Modeling, Strategy, Securities, Investment Advisory, Investment Strategies, Equity Research, Investment Management, Fund Of Funds, Financial Services, Bloomberg, Fixed Income, Institutional..., Emerging Markets, Strategic Financial..., Chartered Financial..., Corporate Finance, Financial Markets, Options, Trading, Relationship Management, Insurance, Series 63, Asset Management, Mergers & Acquisitions, Bonds, Investment Banking, Private Equity, Venture Capital, Equity Valuation, Quantitative Analytics, Finance
Education
The Ohio State University Fisher College of Business
M.B.A., Finance
Washington University in St. Louis
B.A., Political Science
Hawken School
High School Diploma
Rowan University September 2014 - Present
Curran Investment Management July 2013 - Present
Camden County College January 2013 - Present
FIS Group July 2010 - December 2012
Camden County College September 2009 - May 2010
UBS Wealth Management 2005 - April 2009
Rutgers University 2004 - 2005
Ernst & Young 2001 - 2004
Clarion Group 2000 - 2001
Glenmede Trust Company 1998 - 2000
Skills
CRM, Alternative Investments, Hedge Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Equities, Due Diligence, Mutual Funds, Risk Management, Financial Analysis, Asset Allocation, Valuation, Strategic Planning, Analysis, Capital Markets, Financial Modeling, Strategy, Securities, Investment Advisory, Investment Strategies, Equity Research, Investment Management, Fund Of Funds, Financial Services, Bloomberg, Fixed Income, Institutional..., Emerging Markets, Strategic Financial..., Chartered Financial..., Corporate Finance, Financial Markets, Options, Trading, Relationship Management, Insurance, Series 63, Asset Management, Mergers & Acquisitions, Bonds, Investment Banking, Private Equity, Venture Capital, Equity Valuation, Quantitative Analytics, Finance
Education
The Ohio State University Fisher College of Business
M.B.A., Finance
Washington University in St. Louis
B.A., Political Science
Hawken School
High School Diploma
Loretta Best Loretta Best's Glenmede Trust Company Experience 2000 - 2001
Job General Counsel and Chief Compliance Officer at Radcliffe Capital Management, L.P.
Industry Financial Services
Experience
Radcliffe Capital Management, L.P. March 2014 - Present
Pershing May 2006 - March 2014
Drinker Biddle & Reath LLP 2001 - 2006
Glenmede Trust Company 2000 - 2001
Glenmede Trust Company 1997 - 2000
Office of the Comptroller of the Currency 1992 - 1997
Skills
Securities, Series 24, Investment Advisory, Due Diligence, Series 7, FINRA, Mutual Funds, Securities Regulation, Wealth Management, Broker-Dealer, Asset Managment, Investment Company Act, Investment Management, AML
Education
Rutgers University School of Law - Camden 1998 — 2002
JD, Law
The College of New Jersey 1987 — 1991
B.S., Finance
Radcliffe Capital Management, L.P. March 2014 - Present
Pershing May 2006 - March 2014
Drinker Biddle & Reath LLP 2001 - 2006
Glenmede Trust Company 2000 - 2001
Glenmede Trust Company 1997 - 2000
Office of the Comptroller of the Currency 1992 - 1997
Skills
Securities, Series 24, Investment Advisory, Due Diligence, Series 7, FINRA, Mutual Funds, Securities Regulation, Wealth Management, Broker-Dealer, Asset Managment, Investment Company Act, Investment Management, AML
Education
Rutgers University School of Law - Camden 1998 — 2002
JD, Law
The College of New Jersey 1987 — 1991
B.S., Finance
Patricia McCrossan Patricia McCrossan's Glenmede Trust Company Experience January 2000 - January 2007
Job Branding, Advertising and Marketing
Industry Marketing and Advertising
Experience
InstaMed April 2015 - Present
Philadelphia AMA (PAMA) May 2013 - Present
Mangos Full Service Advertising Agency May 2012 - April 2015
Sun National Bank April 2009 - February 2011
GenSpring Family Offices January 2007 - October 2008
Glenmede Trust Company January 2000 - January 2007
PNC Wealth Management September 1997 - January 2000
Wells Fargo 1980 - 1998
Wachovia (Formerly First Union) Wealth Management June 1980 - September 1997
Skills
Marketing Communications, Marketing, Strategic Planning, Advertising, CRM, Public Relations, Business Development, SEO, Lead Generation, Content Development, Higher Education, Marketing Strategy, Social Media, Direct Marketing, Social Media Marketing, New Business Development, Digital Marketing, Online Advertising, Integrated Marketing, Event Planning, Website Development, Strategy, Leadership, Digital Media, B2B, Budgets, Entrepreneurship, Client Representation, Event Management, Investments, Online Marketing, Management, Brand Development, Market Research, Segmentation, Brand Management, Digital Strategy, Financial Services, Strategic Partnerships, Media Planning, Email Marketing, Interactive Marketing, Mobile Marketing, Corporate Branding, Copywriting, SEM, Market Planning, B2B Marketing, Relationship Marketing, Direct Mail
Education
Penn State University 1976 — 1980
Bachelor’s Degree
Ridley High School
InstaMed April 2015 - Present
Philadelphia AMA (PAMA) May 2013 - Present
Mangos Full Service Advertising Agency May 2012 - April 2015
Sun National Bank April 2009 - February 2011
GenSpring Family Offices January 2007 - October 2008
Glenmede Trust Company January 2000 - January 2007
PNC Wealth Management September 1997 - January 2000
Wells Fargo 1980 - 1998
Wachovia (Formerly First Union) Wealth Management June 1980 - September 1997
Skills
Marketing Communications, Marketing, Strategic Planning, Advertising, CRM, Public Relations, Business Development, SEO, Lead Generation, Content Development, Higher Education, Marketing Strategy, Social Media, Direct Marketing, Social Media Marketing, New Business Development, Digital Marketing, Online Advertising, Integrated Marketing, Event Planning, Website Development, Strategy, Leadership, Digital Media, B2B, Budgets, Entrepreneurship, Client Representation, Event Management, Investments, Online Marketing, Management, Brand Development, Market Research, Segmentation, Brand Management, Digital Strategy, Financial Services, Strategic Partnerships, Media Planning, Email Marketing, Interactive Marketing, Mobile Marketing, Corporate Branding, Copywriting, SEM, Market Planning, B2B Marketing, Relationship Marketing, Direct Mail
Education
Penn State University 1976 — 1980
Bachelor’s Degree
Ridley High School
Reid Douty's Glenmede Trust Company Experience June 2014 - August 2014
Job Analyst at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors July 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Poliquin for U.S. Congress February 2013 - January 2014
Pzena Investment Management June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Economics, Market Research, Financial Modeling, Data Analysis, Valuation, Corporate Finance, Bloomberg, Public Speaking, Microsoft Excel, Research, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Octagon Credit Investors July 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Poliquin for U.S. Congress February 2013 - January 2014
Pzena Investment Management June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Economics, Market Research, Financial Modeling, Data Analysis, Valuation, Corporate Finance, Bloomberg, Public Speaking, Microsoft Excel, Research, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Aaron Fox Aaron Fox's Glenmede Trust Company Experience November 1998 - December 2004
Job Senior Vice President at Pennsylvania Trust Company
Industry Banking
Experience
Pennsylvania Trust Company December 2011 - Present
Goldman Sachs Trust Co. January 2005 - December 2011
Glenmede Trust Company November 1998 - December 2004
Skills
Estate Planning, Portfolio Management, Asset Managment, Hedge Funds, Wealth, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management, Management, High Net Worth..., CRM, Investments, Equities, Corporate Finance, Alternative Investments, Asset Management, Private Equity, Wealth Management..., Investment Advisory, Mutual Funds
Education
Villanova University School of Law 1995 — 1998
JD
Rutgers University-New Brunswick 1991 — 1995
Pennsylvania Trust Company December 2011 - Present
Goldman Sachs Trust Co. January 2005 - December 2011
Glenmede Trust Company November 1998 - December 2004
Skills
Estate Planning, Portfolio Management, Asset Managment, Hedge Funds, Wealth, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management, Management, High Net Worth..., CRM, Investments, Equities, Corporate Finance, Alternative Investments, Asset Management, Private Equity, Wealth Management..., Investment Advisory, Mutual Funds
Education
Villanova University School of Law 1995 — 1998
JD
Rutgers University-New Brunswick 1991 — 1995
Stephen Burns, CFA Stephen Burns, CFA's Glenmede Trust Company Experience January 2014 - Present
Job Portfolio Manager at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company January 2014 - Present
The Bryn Mawr Trust Company 2006 - January 2014
The Haverford Trust Company May 2005 - August 2005
Skills
Equities, Investment Strategies, Equity Research, Trading, Investments, Management, Asset Allocation, Valuation, Asset Management, Mutual Funds, Alternative Investments, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2002 — 2006
bachelor of science, finance and management
Glenmede Trust Company January 2014 - Present
The Bryn Mawr Trust Company 2006 - January 2014
The Haverford Trust Company May 2005 - August 2005
Skills
Equities, Investment Strategies, Equity Research, Trading, Investments, Management, Asset Allocation, Valuation, Asset Management, Mutual Funds, Alternative Investments, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2002 — 2006
bachelor of science, finance and management
Karen Vesely Karen Vesely's Glenmede Trust Company Experience May 2009 - July 2013
Job Nonprofit Consultant
Industry Nonprofit Organization Management
Experience
Self Employed October 2013 - Present
Glenmede Trust Company May 2009 - July 2013
Locke Financial Consulting November 2008 - April 2009
SEI Investments December 2002 - March 2008
Turner Investment Partners October 2000 - December 2002
Russell Investment Group June 1996 - September 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Investments, Mutual Funds, Investment Management, Investment Strategies, Hedge Funds, Series 7, Equities, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, Finance & Accounting
University of Puget Sound 1981 — 1985
BA, Psychology
Self Employed October 2013 - Present
Glenmede Trust Company May 2009 - July 2013
Locke Financial Consulting November 2008 - April 2009
SEI Investments December 2002 - March 2008
Turner Investment Partners October 2000 - December 2002
Russell Investment Group June 1996 - September 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Investments, Mutual Funds, Investment Management, Investment Strategies, Hedge Funds, Series 7, Equities, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, Finance & Accounting
University of Puget Sound 1981 — 1985
BA, Psychology
Allison Gress Allison Gress's Glenmede Trust Company Experience September 2009 - March 2010
Job Paid Search Supervisor at Publicis Health Media
Industry Marketing and Advertising
Experience
Publicis Health Media July 2015 - Present
Audience Partners June 2014 - July 2015
Razorfish Health February 2013 - June 2014
Razorfish Health May 2011 - February 2013
Razorfish Health June 2010 - April 2011
Glenmede Trust Company September 2009 - March 2010
Ballard Spahr Andrews & Ingersoll, LLP September 2008 - September 2009
Skills
Digital Marketing, Marketing Communications, Marketing, Email Marketing, Event Planning, Account Management, Social Media Marketing, Public Relations, Google Analytics, Integrated Marketing, SEM, Online Advertising, Online Marketing, Digital Strategy, SEO
Education
Drexel University 2006 — 2011
Bachelor of Science, Business, Marketing
Publicis Health Media July 2015 - Present
Audience Partners June 2014 - July 2015
Razorfish Health February 2013 - June 2014
Razorfish Health May 2011 - February 2013
Razorfish Health June 2010 - April 2011
Glenmede Trust Company September 2009 - March 2010
Ballard Spahr Andrews & Ingersoll, LLP September 2008 - September 2009
Skills
Digital Marketing, Marketing Communications, Marketing, Email Marketing, Event Planning, Account Management, Social Media Marketing, Public Relations, Google Analytics, Integrated Marketing, SEM, Online Advertising, Online Marketing, Digital Strategy, SEO
Education
Drexel University 2006 — 2011
Bachelor of Science, Business, Marketing
Deborah Austin Deborah Austin's Glenmede Trust Company Experience December 1990 - May 2004
Job SVP, Fiduciary Compliance Trust Services Union Bank
Industry Financial Services
Experience
Union Bank November 2008 - Present
PNC Bank 2006 - 2008
PNC Financial Services Group May 2004 - December 2006
Glenmede Trust Company December 1990 - May 2004
Skills
Compliance, Wealth Management, Loans, Risk Management, Financial Risk, Financial Analysis, Financial Services, Trust Services, Auditing, Enterprise Risk..., AML, Investments, Asset Managment, Strategic Financial..., Due Diligence, Fiduciary, Portfolio Management, Banking, Business Analysis, Credit Risk, Credit, Mutual Funds, Operational Risk, Securities, Retail Banking, Strategic Planning, Asset Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Masters Certificate, Information Systems Auditing
Neumann College
BS, Business Administration
Union Bank November 2008 - Present
PNC Bank 2006 - 2008
PNC Financial Services Group May 2004 - December 2006
Glenmede Trust Company December 1990 - May 2004
Skills
Compliance, Wealth Management, Loans, Risk Management, Financial Risk, Financial Analysis, Financial Services, Trust Services, Auditing, Enterprise Risk..., AML, Investments, Asset Managment, Strategic Financial..., Due Diligence, Fiduciary, Portfolio Management, Banking, Business Analysis, Credit Risk, Credit, Mutual Funds, Operational Risk, Securities, Retail Banking, Strategic Planning, Asset Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Masters Certificate, Information Systems Auditing
Neumann College
BS, Business Administration
Dan Brady Dan Brady's Glenmede Trust Company Experience March 2010 - August 2014
Job Associate Consultant at Hartland
Industry Investment Management
Experience
Hartland August 2014 - Present
Glenmede Trust Company March 2010 - August 2014
NYCB 2007 - 2010
NYCB 2005 - 2007
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Bloomberg, Asset Allocation, Microsoft Office
Education
The Ohio State University
Economics
St. Edward High School
Hartland August 2014 - Present
Glenmede Trust Company March 2010 - August 2014
NYCB 2007 - 2010
NYCB 2005 - 2007
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Bloomberg, Asset Allocation, Microsoft Office
Education
The Ohio State University
Economics
St. Edward High School
David Spivak's Glenmede Trust Company Experience June 2014 - December 2014
Job Associate at AlphaSights
Industry Information Services
Experience
AlphaSights 2015 - Present
Glenmede Trust Company June 2014 - December 2014
Ness Technologies June 2013 - August 2013
Commonwealth of Pennsylvania, Department of Community and Economic Development June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Public Speaking, English, International, Editing, Market Research, Sales, Analysis, Downhill Skiing, Business English
Education
University of Pennsylvania
BA in Philosophy, Politics and Economics; Minor in French
Institut d'Etudes politiques de Lyon
Université Lumière (Lyon II)
Carlisle High School
AlphaSights 2015 - Present
Glenmede Trust Company June 2014 - December 2014
Ness Technologies June 2013 - August 2013
Commonwealth of Pennsylvania, Department of Community and Economic Development June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Public Speaking, English, International, Editing, Market Research, Sales, Analysis, Downhill Skiing, Business English
Education
University of Pennsylvania
BA in Philosophy, Politics and Economics; Minor in French
Institut d'Etudes politiques de Lyon
Université Lumière (Lyon II)
Carlisle High School
James E. Morris James E. Morris's Glenmede Trust Company Experience September 2013 - Present
Job Vice President, Relationship Manager Portfolio Management
Industry Financial Services
Experience
Glenmede Trust Company September 2013 - Present
Deutsche Bank Securities 1998 - 2012
NatWest Markets 1997 - 1998
PNC Equity Advisors 1995 - 1997
PNC Investment Management and Research 1994 - 1995
Dean Witter Reynolds 1992 - 1994
Prudential 1991 - 1992
Skills
Equities, Institutional Sales, Capital Markets, Investments, Portfolio Management, Asset Management, Relationship Management, Series 7, Series 63, Equity Research, Exceptional..., Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Valuation, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Salesianum High School 1983 — 1987
Glenmede Trust Company September 2013 - Present
Deutsche Bank Securities 1998 - 2012
NatWest Markets 1997 - 1998
PNC Equity Advisors 1995 - 1997
PNC Investment Management and Research 1994 - 1995
Dean Witter Reynolds 1992 - 1994
Prudential 1991 - 1992
Skills
Equities, Institutional Sales, Capital Markets, Investments, Portfolio Management, Asset Management, Relationship Management, Series 7, Series 63, Equity Research, Exceptional..., Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Valuation, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Salesianum High School 1983 — 1987
Dale Kindregan Dale Kindregan's Glenmede Trust Company Experience 1991 - 1997
Job Director Institutional Marketing, Endowments and Foundations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Jeannette Leighton Jeannette Leighton's Glenmede Trust Company Experience December 2004 - Present
Job Tax Administrator, Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company December 2004 - Present
Jeannette M. Leighton, CPA January 1997 - August 2004
Ratcliffe-Lee & Leighton September 1992 - December 1996
Deloitte September 1981 - August 1992
Skills
Tax, Finance, Accounting, Tax Preparation, Financial Statements, Payroll, Income Tax, Microsoft Office, High Net Worth..., Mergers & Acquisitions, Corporate Tax, Financial Analysis, Financial Services, Internal Controls, Strategic Financial..., Auditing, Microsoft Excel, Due Diligence, Mergers, Estate Planning, Financial Planning
Education
University of Florida - Warrington College Of Business 1978 — 1981
MA, BSA, Accounting, Concentration in Tax
Glenmede Trust Company December 2004 - Present
Jeannette M. Leighton, CPA January 1997 - August 2004
Ratcliffe-Lee & Leighton September 1992 - December 1996
Deloitte September 1981 - August 1992
Skills
Tax, Finance, Accounting, Tax Preparation, Financial Statements, Payroll, Income Tax, Microsoft Office, High Net Worth..., Mergers & Acquisitions, Corporate Tax, Financial Analysis, Financial Services, Internal Controls, Strategic Financial..., Auditing, Microsoft Excel, Due Diligence, Mergers, Estate Planning, Financial Planning
Education
University of Florida - Warrington College Of Business 1978 — 1981
MA, BSA, Accounting, Concentration in Tax
James Messner, CFA's Glenmede Trust Company Experience November 2013 - Present
Job Porfolio Management Associate at Glenmede Investment Management, L.P.
Industry Investment Management
Experience
Glenmede Trust Company November 2013 - Present
JP Morgan Chase & Co July 2013 - November 2013
JPMorgan Chase January 2013 - July 2013
JPMorgan Chase July 2011 - January 2013
JP Morgan Chase & Co September 2010 - July 2011
PFR Inc September 2009 - September 2010
Glenmede Trust Company June 2009 - August 2009
Kennedy Investment Group March 2006 - May 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Portfolio Management, Options, Equities, FX Options, Derivatives, Trading
Education
Rutgers University – Camden 2007 — 2009
BS, Finance
Rowan University 2005 — 2007
Management
CFA Institute
CFA
Deptford High School
Glenmede Trust Company November 2013 - Present
JP Morgan Chase & Co July 2013 - November 2013
JPMorgan Chase January 2013 - July 2013
JPMorgan Chase July 2011 - January 2013
JP Morgan Chase & Co September 2010 - July 2011
PFR Inc September 2009 - September 2010
Glenmede Trust Company June 2009 - August 2009
Kennedy Investment Group March 2006 - May 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Portfolio Management, Options, Equities, FX Options, Derivatives, Trading
Education
Rutgers University – Camden 2007 — 2009
BS, Finance
Rowan University 2005 — 2007
Management
CFA Institute
CFA
Deptford High School
Valery Burlak, MBA Valery Burlak, MBA's Glenmede Trust Company Experience June 2008 - May 2010
Job Investment analyst and alphamaximizing entrepreneur
Industry Investment Management
Experience
Glenmede Trust Company June 2008 - May 2010
Glenmede Trust Company June 2008 - August 2008
Pennsauken Public Schools September 2003 - June 2006
Skills
Financial Modeling, Equities
Education
Temple University 2007 — 2009
MBA, Finance, Statistics, Derivatives, Accounting
Glenmede Trust Company June 2008 - May 2010
Glenmede Trust Company June 2008 - August 2008
Pennsauken Public Schools September 2003 - June 2006
Skills
Financial Modeling, Equities
Education
Temple University 2007 — 2009
MBA, Finance, Statistics, Derivatives, Accounting
Steven Castagna Steven Castagna's Glenmede Trust Company Experience May 1999 - May 2005
Job SVP Professional Services at Akcelerant Software
Industry Computer Software
Experience
Akcelerant Software July 2011 - Present
Akcelerant Software August 2009 - July 2011
Akcelerant Software 2007 - 2008
Akcelerant Software January 2006 - 2007
Glenmede Trust Company May 1999 - May 2005
Skills
Consulting, Business Analysis, Project Management, Team Building, Vendor Management, Business Process..., Microsoft SQL Server, SharePoint
Education
Susquehanna University 1995 — 1999
BS, Business Administration
Garden Spot
Garden Spot
Garden Spot
Akcelerant Software July 2011 - Present
Akcelerant Software August 2009 - July 2011
Akcelerant Software 2007 - 2008
Akcelerant Software January 2006 - 2007
Glenmede Trust Company May 1999 - May 2005
Skills
Consulting, Business Analysis, Project Management, Team Building, Vendor Management, Business Process..., Microsoft SQL Server, SharePoint
Education
Susquehanna University 1995 — 1999
BS, Business Administration
Garden Spot
Garden Spot
Garden Spot
Deepika Subbiah's Glenmede Trust Company Experience April 2014 - September 2014
Job Public Relations Intern at Maven Communications
Industry Public Relations and Communications
Experience
Maven Communications March 2015 - Present
Glenmede Trust Company April 2014 - September 2014
Pj's and Coffee April 2013 - October 2013
Abercrombie and Fitch September 2010 - February 2013
Private Family June 2012 - September 2012
Skills
Time Management, Networking, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Social Networking, Social Media, Facebook, Research, Advertising, Event Planning, CRM, Online Marketing, Marketing
Education
Drexel University 2011 — 2015
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication, Junior
Maven Communications March 2015 - Present
Glenmede Trust Company April 2014 - September 2014
Pj's and Coffee April 2013 - October 2013
Abercrombie and Fitch September 2010 - February 2013
Private Family June 2012 - September 2012
Skills
Time Management, Networking, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Social Networking, Social Media, Facebook, Research, Advertising, Event Planning, CRM, Online Marketing, Marketing
Education
Drexel University 2011 — 2015
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication, Junior
Amy Twerdok Amy Twerdok's Glenmede Trust Company Experience September 2014 - Present
Job Relationship Management Associate at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company September 2014 - Present
PNC May 2014 - September 2014
PNC August 2013 - May 2014
PNC May 2012 - August 2012
PNC May 2011 - August 2011
Skills
Commercial Banking, Banking, Credit Analysis, Credit, Loans, Commercial Lending, Financial Analysis, Financial Modeling, Credit Risk, Corporate Finance
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 4.0/4.0
Temple University 2013 — 2013
International Business (Minor), 4.0/4.0
CFA Institute, Charlottesville, VA
CFA Program
Glenmede Trust Company September 2014 - Present
PNC May 2014 - September 2014
PNC August 2013 - May 2014
PNC May 2012 - August 2012
PNC May 2011 - August 2011
Skills
Commercial Banking, Banking, Credit Analysis, Credit, Loans, Commercial Lending, Financial Analysis, Financial Modeling, Credit Risk, Corporate Finance
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 4.0/4.0
Temple University 2013 — 2013
International Business (Minor), 4.0/4.0
CFA Institute, Charlottesville, VA
CFA Program
Linda M Olejko, CFP Linda M Olejko, CFP's Glenmede Trust Company Experience April 2003 - Present
Job New Business Development Director, Vice President for GlenmedeTrust Company (Investment and Wealth Management)
Industry Financial Services
Experience
Glenmede Trust Company April 2003 - Present
Key Bank 1997 - March 2003
Bank One 1992 - 1997
American Express Financial Advisors October 1983 - July 1992
Skills
Strategic Financial..., Investments, Estate Planning, Wealth Management, Strategic Planning, Wealth, Real Estate, Finance, Portfolio Management, Trusts, High Net Worth..., Wealth Management..., Financial Advisory, Asset Management, CRM, Business Development, Management, Asset Allocation, Tax, Investment Advisory, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Retirement Planning, Securities, Mutual Funds
Education
College for Financial Planning
CFP, Certified Financial Planner
Indiana Wesleyan University
BSM, Business Management
Glenmede Trust Company April 2003 - Present
Key Bank 1997 - March 2003
Bank One 1992 - 1997
American Express Financial Advisors October 1983 - July 1992
Skills
Strategic Financial..., Investments, Estate Planning, Wealth Management, Strategic Planning, Wealth, Real Estate, Finance, Portfolio Management, Trusts, High Net Worth..., Wealth Management..., Financial Advisory, Asset Management, CRM, Business Development, Management, Asset Allocation, Tax, Investment Advisory, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Retirement Planning, Securities, Mutual Funds
Education
College for Financial Planning
CFP, Certified Financial Planner
Indiana Wesleyan University
BSM, Business Management
Nancy Trinh Nancy Trinh's Glenmede Trust Company Experience June 2014 - August 2014
Job Analytics Associate Consultant at ColdLight
Industry Computer Software
Experience
Glenmede Trust Company June 2014 - August 2014
The Sol C. Snider Entrepreneurial Research Center June 2012 - May 2014
Pennsylvania Small Business Development Centers (SBDC) 2014 - 2014
Coca-Cola Bottlers July 2013 - August 2013
BPSOS June 2012 - August 2012
The Daily Pennsylvanian January 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S. in Economics, Statistics
Central High School 2007 — 2011
Glenmede Trust Company June 2014 - August 2014
The Sol C. Snider Entrepreneurial Research Center June 2012 - May 2014
Pennsylvania Small Business Development Centers (SBDC) 2014 - 2014
Coca-Cola Bottlers July 2013 - August 2013
BPSOS June 2012 - August 2012
The Daily Pennsylvanian January 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S. in Economics, Statistics
Central High School 2007 — 2011
Brandon Materazzi's Glenmede Trust Company Experience March 2008 - September 2008
Job Audience Development Manager at UBM Medica
Industry Publishing
Experience
UBM Medica September 2012 - Present
UBM Canon April 2011 - February 2012
Select Medical Corporation February 2010 - March 2011
Glenmede Trust Company March 2008 - September 2008
Pepper Hamilton, LLP April 2007 - September 2007
Pearl Pressman Liberty Communications Group April 2006 - September 2006
Skills
Email Marketing, Marketing Communications, Direct Mail, Project Management, Microsoft Office, Microsoft Excel, Social Media, Marketing Strategy, Outlook, Editing, Marketing, PowerPoint, Social Media Marketing, Strategic Planning, Digital Marketing, Newsletters, Online Marketing, Market Research, Advertising, B2B, Blogging, Salesforce.com, Leadership, InDesign, Online Advertising
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Marketing
Red Land High School 2000 — 2004
High School Diploma, Business
UBM Medica September 2012 - Present
UBM Canon April 2011 - February 2012
Select Medical Corporation February 2010 - March 2011
Glenmede Trust Company March 2008 - September 2008
Pepper Hamilton, LLP April 2007 - September 2007
Pearl Pressman Liberty Communications Group April 2006 - September 2006
Skills
Email Marketing, Marketing Communications, Direct Mail, Project Management, Microsoft Office, Microsoft Excel, Social Media, Marketing Strategy, Outlook, Editing, Marketing, PowerPoint, Social Media Marketing, Strategic Planning, Digital Marketing, Newsletters, Online Marketing, Market Research, Advertising, B2B, Blogging, Salesforce.com, Leadership, InDesign, Online Advertising
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Marketing
Red Land High School 2000 — 2004
High School Diploma, Business
Brian Penhale Brian Penhale's Glenmede Trust Company Experience September 1999 - January 2002
Job Managed Account Trader/Operations Manager at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors January 2002 - Present
Glenmede Trust Company September 1999 - January 2002
Vanguard June 1997 - September 1999
Vanguard February 1996 - June 1997
Skills
Asset Allocation, Due Diligence, Equities, Mutual Funds, Asset Management
Education
Villanova University 1997 — 1999
Master of Business Administration (MBA), Finance, General
Albright College 1991 — 1995
Bachelor of Science (BS), Business
Philadelphia International Advisors January 2002 - Present
Glenmede Trust Company September 1999 - January 2002
Vanguard June 1997 - September 1999
Vanguard February 1996 - June 1997
Skills
Asset Allocation, Due Diligence, Equities, Mutual Funds, Asset Management
Education
Villanova University 1997 — 1999
Master of Business Administration (MBA), Finance, General
Albright College 1991 — 1995
Bachelor of Science (BS), Business
Alexandria (Gehman) Hogarth Alexandria (Gehman) Hogarth's Glenmede Trust Company Experience May 2014 - December 2014
Job Learning & Development Coordinator Kennedy Health
Industry Human Resources
Experience
Kennedy Health February 2015 - Present
SHRM September 2014 - December 2014
Glenmede Trust Company May 2014 - December 2014
The American Law Institute July 2012 - February 2013
American Association for Cancer Research March 2009 - July 2012
Coastal Carolina Community College February 2008 - January 2009
Battleship New Jersey Museum and Memorial October 2006 - January 2008
Battleship New Jersey Museum and Memorial November 2004 - October 2006
Skills
Non-profits, Volunteer Management, Fundraising, Event Planning, Event Management, Grant Writing, Strategic Communications, Strategic Planning, Social Media, Public Relations, Community Outreach, Non-profit..., Nonprofits, Newsletters, Management, Speech Writing, Copywriting, Project Management, Microsoft Office, Marketing Communications, Proposal Writing, Philanthropy, Customer Service, Microsoft Excel, Internal Communications, Grants, Organizational..., Team Building, Research
Education
Rowan University 2012 — 2014
Business, Human Resources Management and Services
Temple University 2002 — 2004
Bachelor of Arts, Communications
Penn State University 2000 — 2002
Communications
Kennedy Health February 2015 - Present
SHRM September 2014 - December 2014
Glenmede Trust Company May 2014 - December 2014
The American Law Institute July 2012 - February 2013
American Association for Cancer Research March 2009 - July 2012
Coastal Carolina Community College February 2008 - January 2009
Battleship New Jersey Museum and Memorial October 2006 - January 2008
Battleship New Jersey Museum and Memorial November 2004 - October 2006
Skills
Non-profits, Volunteer Management, Fundraising, Event Planning, Event Management, Grant Writing, Strategic Communications, Strategic Planning, Social Media, Public Relations, Community Outreach, Non-profit..., Nonprofits, Newsletters, Management, Speech Writing, Copywriting, Project Management, Microsoft Office, Marketing Communications, Proposal Writing, Philanthropy, Customer Service, Microsoft Excel, Internal Communications, Grants, Organizational..., Team Building, Research
Education
Rowan University 2012 — 2014
Business, Human Resources Management and Services
Temple University 2002 — 2004
Bachelor of Arts, Communications
Penn State University 2000 — 2002
Communications
Hobie Porter's Glenmede Trust Company Experience August 2004 - Present
Job Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company August 2004 - Present
Glenmede 2004 - Present
The Haverford School October 1990 - August 2004
Skills
Endowments, Philanthropy, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Fundraising, Investment Strategies, Series 7, Equities, Asset Management, Wealth Management, Estate Planning, Investment Management, Hedge Funds, Equity Research, Fixed Income, Retirement Planning, Investment Advisory, Mutual Funds, High Net Worth..., Series 63, Wealth Management..., Portfolio Management, Investments, Securities, Bonds, Financial Advisory, Wealth, Financial Services, Private Equity, Valuation, Trading, Strategic Financial..., ETFs, Due Diligence, Capital Markets, Financial Modeling, Uniform Combined State..., Trading Systems
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Trinity College-Hartford 1972 — 1976
BA, Modern Languages
The Haverford School 1959 — 1972
Glenmede Trust Company August 2004 - Present
Glenmede 2004 - Present
The Haverford School October 1990 - August 2004
Skills
Endowments, Philanthropy, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Fundraising, Investment Strategies, Series 7, Equities, Asset Management, Wealth Management, Estate Planning, Investment Management, Hedge Funds, Equity Research, Fixed Income, Retirement Planning, Investment Advisory, Mutual Funds, High Net Worth..., Series 63, Wealth Management..., Portfolio Management, Investments, Securities, Bonds, Financial Advisory, Wealth, Financial Services, Private Equity, Valuation, Trading, Strategic Financial..., ETFs, Due Diligence, Capital Markets, Financial Modeling, Uniform Combined State..., Trading Systems
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Trinity College-Hartford 1972 — 1976
BA, Modern Languages
The Haverford School 1959 — 1972
Ian Lurie's Glenmede Trust Company Experience May 2014 - May 2015
Job Summer Associate at Weil, Gotshal & Manges LLP
Industry Law Practice
Experience
Weil, Gotshal & Manges LLP May 2015 - Present
Baker Botts May 2015 - Present
Glenmede Trust Company May 2014 - May 2015
Orthodox Union November 2009 - July 2013
Endurance June 2011 - August 2011
Skills
Non-profits, Strategic Planning, Community Outreach, Event Management, Nonprofits, Teaching, Fundraising, Public Speaking, Program Development, Volunteer Management, Event Planning, Social Media, Microsoft Office, Research, Grant Writing, Public Relations, PowerPoint, Social Networking, Editing, Leadership, Blogging
Education
University of Pennsylvania Law School 2013 — 2016
UCLA 2009 — 2012
Bachelor of Arts (B.A.), History
Weil, Gotshal & Manges LLP May 2015 - Present
Baker Botts May 2015 - Present
Glenmede Trust Company May 2014 - May 2015
Orthodox Union November 2009 - July 2013
Endurance June 2011 - August 2011
Skills
Non-profits, Strategic Planning, Community Outreach, Event Management, Nonprofits, Teaching, Fundraising, Public Speaking, Program Development, Volunteer Management, Event Planning, Social Media, Microsoft Office, Research, Grant Writing, Public Relations, PowerPoint, Social Networking, Editing, Leadership, Blogging
Education
University of Pennsylvania Law School 2013 — 2016
UCLA 2009 — 2012
Bachelor of Arts (B.A.), History
Scott Gilleland, CFA Scott Gilleland, CFA's Glenmede Trust Company Experience September 1999 - Present
Job Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company September 1999 - Present
Mellon Financial 1989 - 1999
Skills
Asset Allocation, Strategic Financial..., Private Client Services, Diversification, Estate Planning, Hedge Funds, Portfolio Management, Finance, Fixed Income, Equities, Private Clients, High Net Worth..., Alternative Investments, Investment Strategies, Investment Management, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Bloomberg, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
Bucknell University 1985 — 1989
BA, Economics
Glenmede Trust Company September 1999 - Present
Mellon Financial 1989 - 1999
Skills
Asset Allocation, Strategic Financial..., Private Client Services, Diversification, Estate Planning, Hedge Funds, Portfolio Management, Finance, Fixed Income, Equities, Private Clients, High Net Worth..., Alternative Investments, Investment Strategies, Investment Management, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Bloomberg, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
Bucknell University 1985 — 1989
BA, Economics
Caroline (Minkoff) Wyspianski Caroline (Minkoff) Wyspianski's Glenmede Trust Company Experience May 2014 - Present
Job Vice President at Glenmede Trust Company
Industry Banking
Experience
Glenmede Trust Company May 2014 - Present
Hirtle, Callaghan & Co. October 2009 - May 2014
Credit Suisse May 2006 - February 2009
Woodhouse Shanahan LLP September 2004 - October 2005
Skills
Asset Allocation, Hedge Funds, Alternative Assets, Institutional Investors, Fund Of Funds, Fund Analysis, Investment Selection, Tactical Asset..., Separately Managed..., Investment Advisory, Reporting & Analysis, Bloomberg, Morningstar, Financial Modeling, Alternative Investments, Venture Capital, Institutional..., Investment Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers University School of Law - Camden 2004 — 2005
Law
Colby College 2000 — 2004
Glenmede Trust Company May 2014 - Present
Hirtle, Callaghan & Co. October 2009 - May 2014
Credit Suisse May 2006 - February 2009
Woodhouse Shanahan LLP September 2004 - October 2005
Skills
Asset Allocation, Hedge Funds, Alternative Assets, Institutional Investors, Fund Of Funds, Fund Analysis, Investment Selection, Tactical Asset..., Separately Managed..., Investment Advisory, Reporting & Analysis, Bloomberg, Morningstar, Financial Modeling, Alternative Investments, Venture Capital, Institutional..., Investment Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers University School of Law - Camden 2004 — 2005
Law
Colby College 2000 — 2004
Ken Trippe's Glenmede Trust Company Experience July 2007 - Present
Job Director of Private Equity
Industry Venture Capital & Private Equity
Experience
Glenmede Trust Company July 2007 - Present
AXA Equitable August 1988 - July 2007
Equitable Life July 1988 - January 1992
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Dickinson College 1977 — 1981
BA, English, Economics
Glenmede Trust Company July 2007 - Present
AXA Equitable August 1988 - July 2007
Equitable Life July 1988 - January 1992
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Dickinson College 1977 — 1981
BA, English, Economics
Laura Patterson Laura Patterson's Glenmede Trust Company Experience August 2011 - Present
Job Senior Associate at Glenmede
Industry Investment Management
Experience
Glenmede Trust Company August 2011 - Present
Skills
Investments, Management, Wealth Management, Financial Advisory, Relationship Management
Education
NYU School of Professional Studies 2013 — 2015
New York Banker's Association 2012 — 2012
Gettysburg College 2007 — 2011
B.A.
Glenmede Trust Company August 2011 - Present
Skills
Investments, Management, Wealth Management, Financial Advisory, Relationship Management
Education
NYU School of Professional Studies 2013 — 2015
New York Banker's Association 2012 — 2012
Gettysburg College 2007 — 2011
B.A.
Thomas Pritchard Thomas Pritchard's Glenmede Trust Company Experience November 2013 - August 2014
Job Trust and Estate Settlement Services Assistant
Industry Financial Services
Experience
Glenmede September 2014 - Present
Glenmede Trust Company November 2013 - August 2014
Glenmede Trust Company December 2012 - September 2013
Fred Johnson and Company March 2012 - October 2012
Campaign for Working Families February 2012 - April 2012
Law Offices of Barry Pritchard February 2012 - March 2012
Clean Cut Lawns, LLC. April 2011 - December 2011
Progressive Futures October 2010 - November 2010
Flying Moose Lodge June 2007 - August 2010
Marshall, Dennehey, Warner, Coleman & Goggin June 2006 - August 2006
Education
Muhlenberg College 2006 — 2010
BA, History
Glenmede September 2014 - Present
Glenmede Trust Company November 2013 - August 2014
Glenmede Trust Company December 2012 - September 2013
Fred Johnson and Company March 2012 - October 2012
Campaign for Working Families February 2012 - April 2012
Law Offices of Barry Pritchard February 2012 - March 2012
Clean Cut Lawns, LLC. April 2011 - December 2011
Progressive Futures October 2010 - November 2010
Flying Moose Lodge June 2007 - August 2010
Marshall, Dennehey, Warner, Coleman & Goggin June 2006 - August 2006
Education
Muhlenberg College 2006 — 2010
BA, History
Samantha Schranck Samantha Schranck's Glenmede Trust Company Experience September 2014 - March 2015
Job Marketing Associate at Glenmede Trust Company
Industry Public Relations and Communications
Experience
Glenmede Trust Company September 2014 - March 2015
Maven Communications September 2013 - March 2014
Variety - The Children's Charity September 2012 - March 2013
Prowash and Prolube June 2012 - September 2012
Castle Bootery July 2009 - September 2011
Jewish Community Center June 2008 - August 2008
Skills
Social Media, Facebook, Research, Social Networking, PowerPoint, Marketing, Public Relations, Writing, Media Relations, Customer Service, Public Speaking, Corporate Communications, Event Planning, Communication, Editing, SEO, Team Leadership, Analysis, Press Releases, Pitching Stories, Media Advisory, Media Kit Development, Microsoft Office, Microsoft Word, Microsoft Excel, iMovie, Blogging, Facebook Marketing, Twitter, Pinterest, Time Management
Education
Drexel University 2011 — 2016
Corporate and Public Relations
Governor Livingston High School 2007 — 2011
Glenmede Trust Company September 2014 - March 2015
Maven Communications September 2013 - March 2014
Variety - The Children's Charity September 2012 - March 2013
Prowash and Prolube June 2012 - September 2012
Castle Bootery July 2009 - September 2011
Jewish Community Center June 2008 - August 2008
Skills
Social Media, Facebook, Research, Social Networking, PowerPoint, Marketing, Public Relations, Writing, Media Relations, Customer Service, Public Speaking, Corporate Communications, Event Planning, Communication, Editing, SEO, Team Leadership, Analysis, Press Releases, Pitching Stories, Media Advisory, Media Kit Development, Microsoft Office, Microsoft Word, Microsoft Excel, iMovie, Blogging, Facebook Marketing, Twitter, Pinterest, Time Management
Education
Drexel University 2011 — 2016
Corporate and Public Relations
Governor Livingston High School 2007 — 2011
Alexander Atanasiu, CFA Alexander Atanasiu, CFA's Glenmede Trust Company Experience September 2005 - Present
Job Quantitative Analyst at Glenmede Investment Management
Industry Financial Services
Experience
Glenmede Trust Company September 2005 - Present
Main Line Advantage Tutoring 2010 - 2011
Kings Court Strings 2008 - 2011
Swarthmore College 2002 - 2005
Johnson Foundation, University of Pennsylvania 1998 - 2001
Skills
Matlab, Portfolio Management, Equities, Economics, Valuation, Physics, Investments, Bloomberg, Quantitative Analytics, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Alternative Investments, VBA
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA with Distinction, Quantitative Finance and Business Analytics
Swarthmore College 2001 — 2005
BA, BS, Physics, Engineering
Glenmede Trust Company September 2005 - Present
Main Line Advantage Tutoring 2010 - 2011
Kings Court Strings 2008 - 2011
Swarthmore College 2002 - 2005
Johnson Foundation, University of Pennsylvania 1998 - 2001
Skills
Matlab, Portfolio Management, Equities, Economics, Valuation, Physics, Investments, Bloomberg, Quantitative Analytics, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Alternative Investments, VBA
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA with Distinction, Quantitative Finance and Business Analytics
Swarthmore College 2001 — 2005
BA, BS, Physics, Engineering
Linda A. Fisher Linda A. Fisher's Glenmede Trust Company Experience 2000 - 2005
Job Lawyer Retired
Industry Law Practice
Experience
Dechert LLP 2007 - 2012
Glenmede Trust Company 2000 - 2005
Dechert LLP 1981 - 2000
Dechert LLP 1974 - 1981
Education
University of Pennsylvania Law School
J.D.
University of Rochester
B.A., History
Dechert LLP 2007 - 2012
Glenmede Trust Company 2000 - 2005
Dechert LLP 1981 - 2000
Dechert LLP 1974 - 1981
Education
University of Pennsylvania Law School
J.D.
University of Rochester
B.A., History
Anthony Grossi Anthony Grossi's Glenmede Trust Company Experience September 2011 - March 2012
Job Processing Contractor at Vanguard via Randstad
Industry Financial Services
Experience
Vanguard via Randstad December 2014 - Present
Cigna September 2012 - February 2013
Glenmede Trust Company September 2011 - March 2012
School District of Philadelphia September 2010 - March 2011
Skills
Economics, Matlab, Quantitative Research, VBA, Eviews, Regression Analysis
Education
Drexel University 2009 — 2014
Bachelor of Science (B.S.), Economics
Vanguard via Randstad December 2014 - Present
Cigna September 2012 - February 2013
Glenmede Trust Company September 2011 - March 2012
School District of Philadelphia September 2010 - March 2011
Skills
Economics, Matlab, Quantitative Research, VBA, Eviews, Regression Analysis
Education
Drexel University 2009 — 2014
Bachelor of Science (B.S.), Economics
Alok Bhattacharya Alok Bhattacharya's Glenmede Trust Company Experience May 2010 - July 2010
Job Analyst at Credit Value Partners
Industry Investment Management
Experience
Credit Value Partners April 2015 - Present
Citi January 2014 - April 2015
Citi August 2012 - January 2014
Citi July 2011 - August 2012
Glenmede Trust Company May 2010 - July 2010
Intact America July 2009 - August 2009
Skills
Financial Analysis, Credit Risk, Credit Analysis, Underwriting, Commercial Lending, Portfolio Management, Financial Risk, Moody's RiskAnalyst, Business Analysis, Relationship Management, Public Speaking, Nonprofits, Microsoft Office, JSTOR
Education
Haverford College 2007 — 2011
B.A., Economics major, Philosophy minor
St. Andrew's College 2003 — 2007
High School, International Baccalaureate Diploma
Credit Value Partners April 2015 - Present
Citi January 2014 - April 2015
Citi August 2012 - January 2014
Citi July 2011 - August 2012
Glenmede Trust Company May 2010 - July 2010
Intact America July 2009 - August 2009
Skills
Financial Analysis, Credit Risk, Credit Analysis, Underwriting, Commercial Lending, Portfolio Management, Financial Risk, Moody's RiskAnalyst, Business Analysis, Relationship Management, Public Speaking, Nonprofits, Microsoft Office, JSTOR
Education
Haverford College 2007 — 2011
B.A., Economics major, Philosophy minor
St. Andrew's College 2003 — 2007
High School, International Baccalaureate Diploma
Bill Robb's Glenmede Trust Company Experience October 2009 - Present
Job
Industry Financial Services
Experience
Glenmede Trust Company October 2009 - Present
HSN Financial Services May 2009 - September 2009
Cornerstone Advisors June 2005 - August 2008
Fairfield Greenwich Group June 2003 - August 2003
Morgan Stanley July 1998 - November 2001
Morgan Stanley 1996 - 1998
Skills
Equities, Asset Managment, Risk Management, Relationship Management, Start-ups, Portfolio Management, Wealth Management, Investments, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Financial Analysis, Strategic Financial..., Financial Modeling, Valuation, Finance, Strategy, Derivatives, Market Research
Education
The Tuck School of Business at Dartmouth 2002 — 2004
M.B.A.
Hamilton College 1992 — 1996
B.A.
Glenmede Trust Company October 2009 - Present
HSN Financial Services May 2009 - September 2009
Cornerstone Advisors June 2005 - August 2008
Fairfield Greenwich Group June 2003 - August 2003
Morgan Stanley July 1998 - November 2001
Morgan Stanley 1996 - 1998
Skills
Equities, Asset Managment, Risk Management, Relationship Management, Start-ups, Portfolio Management, Wealth Management, Investments, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Financial Analysis, Strategic Financial..., Financial Modeling, Valuation, Finance, Strategy, Derivatives, Market Research
Education
The Tuck School of Business at Dartmouth 2002 — 2004
M.B.A.
Hamilton College 1992 — 1996
B.A.
Kathleen Kinne's Glenmede Trust Company Experience April 1998 - August 2001
Job President at The Goldman Sachs Trust Company of Delaware
Industry Banking
Experience
The Goldman Sachs Trust Company of Delaware May 2013 - Present
The Goldman Sachs Trust Company of Delaware September 2010 - Present
The Goldman Sachs Philanthropy Fund September 2008 - Present
Goldman Sachs Trust Co., N.A. August 2001 - Present
Glenmede Trust Company April 1998 - August 2001
Skills
Asset Management, Wealth Management, Trusts, Series 7, Hedge Funds, Asset Allocation, Investments, Wealth Management..., Equities
Education
Villanova University School of Law 1994 — 1997
JD
University of Scranton 1990 — 1994
The Goldman Sachs Trust Company of Delaware May 2013 - Present
The Goldman Sachs Trust Company of Delaware September 2010 - Present
The Goldman Sachs Philanthropy Fund September 2008 - Present
Goldman Sachs Trust Co., N.A. August 2001 - Present
Glenmede Trust Company April 1998 - August 2001
Skills
Asset Management, Wealth Management, Trusts, Series 7, Hedge Funds, Asset Allocation, Investments, Wealth Management..., Equities
Education
Villanova University School of Law 1994 — 1997
JD
University of Scranton 1990 — 1994
Anthony Albuquerque's Glenmede Trust Company Experience May 1995 - Present
Job Vice President at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company May 1995 - Present
Bloomberg, L.P. 1993 - 1995
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
MBA, Finance
Rutgers University-New Brunswick 2000 — 2003
MBA, Finance
The College of New Jersey 1990 — 1994
Glenmede Trust Company May 1995 - Present
Bloomberg, L.P. 1993 - 1995
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
MBA, Finance
Rutgers University-New Brunswick 2000 — 2003
MBA, Finance
The College of New Jersey 1990 — 1994
Patricia McCrossan's Glenmede Trust Company Experience 2000 - 2007
Job Director of Marketing at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices 2007 - Present
Glenmede Trust Company 2000 - 2007
PNC Advisors 1998 - 2000
Education
Pennsylvania State University 1976 — 1980
GenSpring Family Offices 2007 - Present
Glenmede Trust Company 2000 - 2007
PNC Advisors 1998 - 2000
Education
Pennsylvania State University 1976 — 1980
Clifford Kitey's Glenmede Trust Company Experience 1999 - 2006
Job General Manager at FED USA INSURANCE
Industry Financial Services
Experience
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
Robin Curry's Glenmede Trust Company Experience April 1996 - July 2005
Job 25 years experience in the Financial Services industry
Industry Financial Services
Experience
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
Brian Green's Glenmede Trust Company Experience April 2014 - Present
Job Senior Portfolio Manager at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company April 2014 - Present
BNY Mellon 2012 - March 2014
J.P. Morgan 2000 - 2011
J.P. Morgan 1998 - 2006
J.P. Morgan 1996 - 1998
J.P. Morgan 1994 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Portfolio Construction, Fundamental Company..., Fixed Income, Equities, Convertible Bonds, Equity Options, Alternative Investments, Credit, Investment Advisory, Asset Management, Valuation, Finance, Bonds, Investments, Investment Management, Mutual Funds, Wealth Management, Options, Hedge Funds, Private Equity, Capital Markets, Strategy, Financial Modeling, Economics, Series 7, Series 63, Bloomberg, Securities, Equity Research, Financial Markets, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business Administration and Management, General
London Business School, U. of London 2001 — 2003
MBA, Business Administration and Management, General
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
England High School 1985 — 1989
DIploma
Glenmede Trust Company April 2014 - Present
BNY Mellon 2012 - March 2014
J.P. Morgan 2000 - 2011
J.P. Morgan 1998 - 2006
J.P. Morgan 1996 - 1998
J.P. Morgan 1994 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Portfolio Construction, Fundamental Company..., Fixed Income, Equities, Convertible Bonds, Equity Options, Alternative Investments, Credit, Investment Advisory, Asset Management, Valuation, Finance, Bonds, Investments, Investment Management, Mutual Funds, Wealth Management, Options, Hedge Funds, Private Equity, Capital Markets, Strategy, Financial Modeling, Economics, Series 7, Series 63, Bloomberg, Securities, Equity Research, Financial Markets, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business Administration and Management, General
London Business School, U. of London 2001 — 2003
MBA, Business Administration and Management, General
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
England High School 1985 — 1989
DIploma
Erica Wilfrid's Glenmede Trust Company Experience February 2004 - April 2012
Job Director of Client Services at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. May 2014 - Present
InvestEdge, Inc. May 2012 - May 2014
Glenmede Trust Company February 2004 - April 2012
Education
Princeton Theological Seminary 2000 — 2003
M.Div., Hebrew Bible
St. Olaf College 1996 — 2000
BA, Economics/Accounting and Religion
InvestEdge, Inc. May 2014 - Present
InvestEdge, Inc. May 2012 - May 2014
Glenmede Trust Company February 2004 - April 2012
Education
Princeton Theological Seminary 2000 — 2003
M.Div., Hebrew Bible
St. Olaf College 1996 — 2000
BA, Economics/Accounting and Religion
Thomas Huber, CFA's Glenmede Trust Company Experience July 1998 - Present
Job Wealth Management Executive
Industry Financial Services
Experience
Glenmede Trust Company July 1998 - Present
Wilmington Trust Company September 1990 - June 1998
Skills
Portfolio Management, Derivatives, Asset Management, Equities, Risk Management, Investments, Asset Allocation, Fixed Income, Options, Trading, Alternative Investments, Hedge Funds, Management, Wealth, Strategy
Education
University of Pennsylvania 1979 — 1983
B.S. & B.A., Finance, European History
Glenmede Trust Company July 1998 - Present
Wilmington Trust Company September 1990 - June 1998
Skills
Portfolio Management, Derivatives, Asset Management, Equities, Risk Management, Investments, Asset Allocation, Fixed Income, Options, Trading, Alternative Investments, Hedge Funds, Management, Wealth, Strategy
Education
University of Pennsylvania 1979 — 1983
B.S. & B.A., Finance, European History
Brandon R. Shuler, CFP, CTFA's Glenmede Trust Company Experience April 2007 - August 2015
Job
Industry Financial Services
Experience
Bryn Mawr Trust Company August 2015 - Present
Glenmede Trust Company April 2007 - August 2015
PNC Wealth Management March 2005 - April 2007
Morgan Stanley February 2002 - March 2005
The Vanguard Group November 2000 - February 2002
Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies
Education
Penn State University
Bachelor of Science
The American College
Cannon Trust School
Bryn Mawr Trust Company August 2015 - Present
Glenmede Trust Company April 2007 - August 2015
PNC Wealth Management March 2005 - April 2007
Morgan Stanley February 2002 - March 2005
The Vanguard Group November 2000 - February 2002
Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies
Education
Penn State University
Bachelor of Science
The American College
Cannon Trust School
Meghan D. Hely Walsh's Glenmede Trust Company Experience June 2000 - August 2000
Job Public and Charitable Service Manager at Holland & Knight LLP
Industry Legal Services
Experience
Holland & Knight LLP August 2011 - Present
Holland & Knight LLP August 2008 - August 2011
Holland & Knight LLP June 2007 - August 2007
Boston Millennia Partners August 2002 - July 2005
Credit Suisse First Boston June 2001 - August 2001
Glenmede Trust Company June 2000 - August 2000
Skills
Due Diligence, Venture Capital, Financial Modeling, Public Policy, Corporate Law, Nonprofits, Corporate Governance, Research, Commercial Litigation, Leadership
Education
Boston College Law School 2005 — 2008
J.D., Focus on corporate law, corporate governance and nonprofit business law
Amherst College 1998 — 2002
BA, Political Science
Holland & Knight LLP August 2011 - Present
Holland & Knight LLP August 2008 - August 2011
Holland & Knight LLP June 2007 - August 2007
Boston Millennia Partners August 2002 - July 2005
Credit Suisse First Boston June 2001 - August 2001
Glenmede Trust Company June 2000 - August 2000
Skills
Due Diligence, Venture Capital, Financial Modeling, Public Policy, Corporate Law, Nonprofits, Corporate Governance, Research, Commercial Litigation, Leadership
Education
Boston College Law School 2005 — 2008
J.D., Focus on corporate law, corporate governance and nonprofit business law
Amherst College 1998 — 2002
BA, Political Science
Christopher Zafiriou, CFA's Glenmede Trust Company Experience October 2008 - Present
Job Portfolio Manager Pew Trusts; Managing Director, Glenmede Trust at Glenmede
Industry Capital Markets
Experience
Glenmede October 2012 - Present
Glenmede Trust Company October 2008 - Present
Radcliffe Group March 2004 - September 2007
Skills
Equities, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance
Haverford College 1994 — 1997
Bachelor of Arts (B.A.), Philosophy
Glenmede October 2012 - Present
Glenmede Trust Company October 2008 - Present
Radcliffe Group March 2004 - September 2007
Skills
Equities, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance
Haverford College 1994 — 1997
Bachelor of Arts (B.A.), Philosophy
Jeff DePuyt's Glenmede Trust Company Experience February 2009 - Present
Job Investment Systems Business Analyst
Industry Information Technology and Services
Experience
Glenmede Trust Company February 2009 - Present
IntePros Consulting February 2008 - November 2008
Ciber June 2007 - February 2008
PNC Financial Services Inc December 1999 - June 2007
Federal Reserve Bank of Philadelphia February 1993 - December 1999
Skills
Financial Services, Business Analysis, Portfolio Management, Business Requirements, Software Quality..., SDLC, project scope
Education
Rider University 1982 — 1986
Ridgewood High School 1978 — 1982
Glenmede Trust Company February 2009 - Present
IntePros Consulting February 2008 - November 2008
Ciber June 2007 - February 2008
PNC Financial Services Inc December 1999 - June 2007
Federal Reserve Bank of Philadelphia February 1993 - December 1999
Skills
Financial Services, Business Analysis, Portfolio Management, Business Requirements, Software Quality..., SDLC, project scope
Education
Rider University 1982 — 1986
Ridgewood High School 1978 — 1982
Kent Weaver's Glenmede Trust Company Experience August 2000 - December 2001
Job Director of Client Service at Glenmede Investment Management
Industry Investment Management
Experience
Glenmede Investment Management July 2015 - Present
Philadelphia International Advisors January 2002 - June 2015
Glenmede Trust Company August 2000 - December 2001
Skills
Institutional..., Client Development, Sales Management, Marketing Management, Compliance, SEC filings, Mutual Funds, Client Relations Skills, Investment Advisory, IT Management, IT Operations, Asset Management, Equities, Asset Allocation, Investment Management, Hedge Funds, Portfolio Management, Investments, Securities, Foreign Investment
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA, Finance
Carnegie Mellon University 1992 — 1994
MS, Civil/Environmental Engineering
Lehigh University 1985 — 1989
BA, Biology
Glenmede Investment Management July 2015 - Present
Philadelphia International Advisors January 2002 - June 2015
Glenmede Trust Company August 2000 - December 2001
Skills
Institutional..., Client Development, Sales Management, Marketing Management, Compliance, SEC filings, Mutual Funds, Client Relations Skills, Investment Advisory, IT Management, IT Operations, Asset Management, Equities, Asset Allocation, Investment Management, Hedge Funds, Portfolio Management, Investments, Securities, Foreign Investment
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA, Finance
Carnegie Mellon University 1992 — 1994
MS, Civil/Environmental Engineering
Lehigh University 1985 — 1989
BA, Biology
Scott Sisson's Glenmede Trust Company Experience September 2000 - Present
Job VP Application Development Manager at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company September 2000 - Present
Delaware Investments, a member of the Macquarie Group April 1992 - September 2000
Skills
C#, Business Analysis, Integration, SharePoint, Software Development, Asset Managment, SQL, Consulting, Mutual Funds, Investments, Fixed Income, Portfolio Management, Management, Equities, Investment Management, Visual Studio, Microsoft SQL Server
Education
Drexel University - LeBow College of Business 1988 — 1992
MBA, Financial Management
Lafayette College 1980 — 1984
BA, Economics & Business/Computer Sci
Glenmede Trust Company September 2000 - Present
Delaware Investments, a member of the Macquarie Group April 1992 - September 2000
Skills
C#, Business Analysis, Integration, SharePoint, Software Development, Asset Managment, SQL, Consulting, Mutual Funds, Investments, Fixed Income, Portfolio Management, Management, Equities, Investment Management, Visual Studio, Microsoft SQL Server
Education
Drexel University - LeBow College of Business 1988 — 1992
MBA, Financial Management
Lafayette College 1980 — 1984
BA, Economics & Business/Computer Sci
Raj Tewari's Glenmede Trust Company Experience October 2000 - Present
Job Managing Director Director of Finance
Industry Financial Services
Experience
Glenmede Trust Company October 2000 - Present
Gartmore October 1999 - October 2000
Ernst & Young September 1996 - October 1999
Education
Drexel University 1991 — 1996
Finance
Glenmede Trust Company October 2000 - Present
Gartmore October 1999 - October 2000
Ernst & Young September 1996 - October 1999
Education
Drexel University 1991 — 1996
Finance
A. John Wright's Glenmede Trust Company Experience November 2008 - Present
Job Portfolio Manager at Glenmede Trust
Industry Financial Services
Experience
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Dipin George's Glenmede Trust Company Experience September 2007 - March 2008
Job Marketing Manager at Energy Plus
Industry Marketing and Advertising
Experience
Energy Plus, a NRG Energy Company August 2009 - December 2014
Drexel University April 2008 - June 2009
Glenmede Trust Company September 2007 - March 2008
Drexel University April 2007 - September 2007
Philadelphia Asset and Property Management Corporation September 2006 - March 2007
Drexel University June 2006 - September 2006
Philadelphia Housing Authority September 2005 - March 2006
Skills
Marketing, Microsoft Office, PowerPoint, Market Research, Customer Service, New Business Development, Event Management, Direct Marketing, CRM, Project Planning, Marketing Strategy, Lead Generation, Account Management, Social Media Marketing
Education
Drexel University 2004 — 2009
Bachelors of Science in Commerce and Engineering, Operations Management and Marketing
Energy Plus, a NRG Energy Company August 2009 - December 2014
Drexel University April 2008 - June 2009
Glenmede Trust Company September 2007 - March 2008
Drexel University April 2007 - September 2007
Philadelphia Asset and Property Management Corporation September 2006 - March 2007
Drexel University June 2006 - September 2006
Philadelphia Housing Authority September 2005 - March 2006
Skills
Marketing, Microsoft Office, PowerPoint, Market Research, Customer Service, New Business Development, Event Management, Direct Marketing, CRM, Project Planning, Marketing Strategy, Lead Generation, Account Management, Social Media Marketing
Education
Drexel University 2004 — 2009
Bachelors of Science in Commerce and Engineering, Operations Management and Marketing
Nicholas Heard, CFA, CAIA's Glenmede Trust Company Experience March 2011 - April 2013
Job Director of Investment Solutions
Industry Financial Services
Experience
City National Rochdale Investment Management April 2013 - March 2015
Glenmede Trust Company March 2011 - April 2013
FIS Group February 2005 - February 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investment Research, Investment Strategies
Education
Temple University 2000 — 2005
BBA, Finance
City National Rochdale Investment Management April 2013 - March 2015
Glenmede Trust Company March 2011 - April 2013
FIS Group February 2005 - February 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investment Research, Investment Strategies
Education
Temple University 2000 — 2005
BBA, Finance
Mark Livingston, CFA's Glenmede Trust Company Experience May 2010 - Present
Job Equity Research Analyst at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company May 2010 - Present
UBS 2006 - 2008
Lehman Brothers 2000 - 2004
Skills
Financial Modeling, Valuation, Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Michigan 1996 — 2000
BBA, Accounting
Glenmede Trust Company May 2010 - Present
UBS 2006 - 2008
Lehman Brothers 2000 - 2004
Skills
Financial Modeling, Valuation, Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Michigan 1996 — 2000
BBA, Accounting
Jackie Meehan's Glenmede Trust Company Experience February 1994 - October 1999
Job Senior Trust Officer at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company November 1999 - Present
Glenmede Trust Company February 1994 - October 1999
PNC February 1992 - January 1994
Skills
High Net Worth..., Wealth Management..., Trusts, Private Banking, Trust Management, Asset Allocation, Wealth Management, Portfolio Management, Estate Administration
Education
Drexel University - LeBow College of Business 1986 — 1991
BS, Accounting
The Haverford Trust Company November 1999 - Present
Glenmede Trust Company February 1994 - October 1999
PNC February 1992 - January 1994
Skills
High Net Worth..., Wealth Management..., Trusts, Private Banking, Trust Management, Asset Allocation, Wealth Management, Portfolio Management, Estate Administration
Education
Drexel University - LeBow College of Business 1986 — 1991
BS, Accounting
Benjamin Alimansky's Glenmede Trust Company Experience October 2008 - Present
Job Managing Director at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company October 2008 - Present
Brooklyn NY Holdings, LLC July 2006 - October 2008
Olympia 2005 - 2006
Deutsche Asset Management 2003 - 2005
Goldman Sachs March 1994 - December 2003
First Boston 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Venture capital and entrepreneurship
Columbia Engineering 1987 — 1991
Bachelor of Science, Computer Science
Glenmede Trust Company October 2008 - Present
Brooklyn NY Holdings, LLC July 2006 - October 2008
Olympia 2005 - 2006
Deutsche Asset Management 2003 - 2005
Goldman Sachs March 1994 - December 2003
First Boston 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Venture capital and entrepreneurship
Columbia Engineering 1987 — 1991
Bachelor of Science, Computer Science
Jeffrey P. Dowds, CPA's Glenmede Trust Company Experience July 2008 - Present
Job Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company July 2008 - Present
Deloitte & Touche September 2004 - July 2008
Education
Villanova University 2011 — 2013
Master of Taxation, Taxation, Graduate
Boston University Questrom School of Business 2000 — 2004
Accounting, Finance
Glenmede Trust Company July 2008 - Present
Deloitte & Touche September 2004 - July 2008
Education
Villanova University 2011 — 2013
Master of Taxation, Taxation, Graduate
Boston University Questrom School of Business 2000 — 2004
Accounting, Finance
Robert Mancuso's Glenmede Trust Company Experience November 1992 - Present
Job Portfolio manager at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company November 1992 - Present
Skills
Series 63, Equity Research, Fixed Income, Process Improvement, Asset Allocation, Investment Management, Portfolio Management, Bloomberg, Investment Strategies, Series 7, Financial Modeling, Hedge Funds, Financial Analysis, Asset Managment, Mutual Funds, Strategic Planning, Risk Management, Vendor Management, Equities, Investments, Derivatives, Alternative Investments, Wealth Management, Valuation, Investment Advisory, Securities, Trading, Trading Systems, Bonds, Fund Of Funds, ETFs, Private Equity, Capital Markets
Education
Drexel University 1974 — 1979
bs, commerce and engineering
Drexel University - LeBow College of Business 1974 — 1979
Glenmede Trust Company November 1992 - Present
Skills
Series 63, Equity Research, Fixed Income, Process Improvement, Asset Allocation, Investment Management, Portfolio Management, Bloomberg, Investment Strategies, Series 7, Financial Modeling, Hedge Funds, Financial Analysis, Asset Managment, Mutual Funds, Strategic Planning, Risk Management, Vendor Management, Equities, Investments, Derivatives, Alternative Investments, Wealth Management, Valuation, Investment Advisory, Securities, Trading, Trading Systems, Bonds, Fund Of Funds, ETFs, Private Equity, Capital Markets
Education
Drexel University 1974 — 1979
bs, commerce and engineering
Drexel University - LeBow College of Business 1974 — 1979
Christina Renninger's Glenmede Trust Company Experience June 2009 - August 2011
Job Mathematics Support Aide at Newton Public Schools
Industry Higher Education
Experience
Newton Public Schools December 2013 - Present
Glenmede Trust Company June 2009 - August 2011
Delaware Investments 2008 - 2008
BlackRock 2006 - 2006
Education
The Johns Hopkins University 2005 — 2008
BA, Economics, Psychology, Entrepreneurship and Management
Newton Public Schools December 2013 - Present
Glenmede Trust Company June 2009 - August 2011
Delaware Investments 2008 - 2008
BlackRock 2006 - 2006
Education
The Johns Hopkins University 2005 — 2008
BA, Economics, Psychology, Entrepreneurship and Management
Peter Zuleba's Glenmede Trust Company Experience April 2004 - July 2015
Job President, Glenmede Investment Management LP
Industry Investment Management
Experience
Glenmede Investment Management LP July 2015 - Present
Glenmede Trust Company April 2004 - July 2015
JPMorgan Chase 1989 - 2004
Skills
Asset Management, Alternative Investments, Equities, Investments, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Fixed Income
Education
University of Delaware 1984 — 1988
Bachelor of Business Administration (B.B.A.)
University of Miami
Master of Business Administration (M.B.A.)
Glenmede Investment Management LP July 2015 - Present
Glenmede Trust Company April 2004 - July 2015
JPMorgan Chase 1989 - 2004
Skills
Asset Management, Alternative Investments, Equities, Investments, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Fixed Income
Education
University of Delaware 1984 — 1988
Bachelor of Business Administration (B.B.A.)
University of Miami
Master of Business Administration (M.B.A.)
Yong Shuai, CFA, CPA's Glenmede Trust Company Experience September 2014 - Present
Job Vice President at Glenmede Trust Company
Industry Legal Services
Experience
Glenmede Trust Company September 2014 - Present
PwC July 2009 - August 2014
CFA Institute January 2010 - December 2013
PwC June 2008 - July 2009
KPMG 2007 - 2008
Skills
Financial Modeling, Tax, Big 4, Private Equity, Accounting, Tax Law, Valuation, Consulting, M&A experience, Financial Accounting, Corporate Tax, Real Estate, US GAAP, Investments, CPA, Finance, Mergers & Acquisitions
Education
Nankai University 1999 — 2001
Doctor of Philosophy (PhD), Economics
Hebei University 1996 — 1999
Master's degree, Economics
Glenmede Trust Company September 2014 - Present
PwC July 2009 - August 2014
CFA Institute January 2010 - December 2013
PwC June 2008 - July 2009
KPMG 2007 - 2008
Skills
Financial Modeling, Tax, Big 4, Private Equity, Accounting, Tax Law, Valuation, Consulting, M&A experience, Financial Accounting, Corporate Tax, Real Estate, US GAAP, Investments, CPA, Finance, Mergers & Acquisitions
Education
Nankai University 1999 — 2001
Doctor of Philosophy (PhD), Economics
Hebei University 1996 — 1999
Master's degree, Economics
Anthony Albuquerque's Glenmede Trust Company Experience May 1995 - Present
Job Vice President at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company May 1995 - Present
Skills
Alternative Investments, Financial Analysis, Investments, Private Equity, Valuation, Portfolio Management, Due Diligence, Buy-side
Education
The College of New Jersey 1990 — 1994
Bachelor of Science (BS), Finance, General
Glenmede Trust Company May 1995 - Present
Skills
Alternative Investments, Financial Analysis, Investments, Private Equity, Valuation, Portfolio Management, Due Diligence, Buy-side
Education
The College of New Jersey 1990 — 1994
Bachelor of Science (BS), Finance, General
Jessica Malloy, MPH's Glenmede Trust Company Experience March 2013 - August 2014
Job Public Health Professional
Industry Health, Wellness and Fitness
Experience
Women Against Abuse, Inc April 2015 - Present
Stephen Starr Events July 2014 - April 2015
Glenmede Trust Company March 2013 - August 2014
Philadelphia Department of Public Health- Division of Maternal Child and Family Health September 2012 - May 2013
University of Pennsylvania September 2010 - April 2011
Long Island University August 2007 - May 2008
Skills
Public Health, Nonprofits, Community Outreach, Research, Qualitative Research, Public Speaking, Grant Writing, PowerPoint, Quantitative Research, Microsoft Excel, Program Development, Fundraising, Health Education, Teaching, Microsoft Word, Social Networking, Customer Service, Grants, Lifesciences, Volunteer Management, Program Evaluation, Life Sciences, Non-profits, Writing, SPSS, Social Determinants Of..., Cultural Competency
Education
Temple University 2011 — 2013
Masters, Public Health
Temple University 2008 — 2010
Bachelors, Anthropology- Human Biology Track
Long Island University 2006 — 2008
Women Against Abuse, Inc April 2015 - Present
Stephen Starr Events July 2014 - April 2015
Glenmede Trust Company March 2013 - August 2014
Philadelphia Department of Public Health- Division of Maternal Child and Family Health September 2012 - May 2013
University of Pennsylvania September 2010 - April 2011
Long Island University August 2007 - May 2008
Skills
Public Health, Nonprofits, Community Outreach, Research, Qualitative Research, Public Speaking, Grant Writing, PowerPoint, Quantitative Research, Microsoft Excel, Program Development, Fundraising, Health Education, Teaching, Microsoft Word, Social Networking, Customer Service, Grants, Lifesciences, Volunteer Management, Program Evaluation, Life Sciences, Non-profits, Writing, SPSS, Social Determinants Of..., Cultural Competency
Education
Temple University 2011 — 2013
Masters, Public Health
Temple University 2008 — 2010
Bachelors, Anthropology- Human Biology Track
Long Island University 2006 — 2008
Chris Fioravanti's Glenmede Trust Company Experience September 1994 - July 2005
Job Sale Representative at Security and Data Technologies,Inc
Industry Construction
Experience
Security and Data Technologies, Inc July 2005 - Present
Glenmede Trust Company September 1994 - July 2005
Education
Pierce College 1995 — 2002
Drexel University 1998 — 1999
Security and Data Technologies, Inc July 2005 - Present
Glenmede Trust Company September 1994 - July 2005
Education
Pierce College 1995 — 2002
Drexel University 1998 — 1999
Megan Dyckman's Glenmede Trust Company Experience May 2008 - August 2008
Job Senior Financial Analyst at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics June 2015 - Present
Ethicon, Inc. September 2014 - June 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2013 - September 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2012 - June 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson May 2011 - June 2012
Johnson & Johnson Pharmaceutical Research & Development May 2010 - August 2010
Johnson & Johnson Pharmaceutical Services January 2009 - August 2009
Glenmede Trust Company May 2008 - August 2008
Skills
Forecasting, Financial Analysis, Financial Reporting, Microsoft Excel, Leadership, Data Analysis, Business Partner Support, SAP R/3, SAP BW, SAP BI, SOX, Ariba, Tableau, Analysis, Sarbanes-Oxley Act, Budgets, Cross-functional Team..., Financial Modeling
Education
Villanova University 2007 — 2011
Bachelor of Science
National University of Ireland, Galway 2010 — 2010
Quest Diagnostics June 2015 - Present
Ethicon, Inc. September 2014 - June 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2013 - September 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2012 - June 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson May 2011 - June 2012
Johnson & Johnson Pharmaceutical Research & Development May 2010 - August 2010
Johnson & Johnson Pharmaceutical Services January 2009 - August 2009
Glenmede Trust Company May 2008 - August 2008
Skills
Forecasting, Financial Analysis, Financial Reporting, Microsoft Excel, Leadership, Data Analysis, Business Partner Support, SAP R/3, SAP BW, SAP BI, SOX, Ariba, Tableau, Analysis, Sarbanes-Oxley Act, Budgets, Cross-functional Team..., Financial Modeling
Education
Villanova University 2007 — 2011
Bachelor of Science
National University of Ireland, Galway 2010 — 2010
Trish Croce, BS/BA, MSOP's Glenmede Trust Company Experience January 2000 - December 2001
Job at Aramark
Industry Information Technology and Services
Experience
Aramark January 2014 - Present
Leaders in Salesforce, Informatica, CRM Administration & Analysis in the Greater Philadelphia Area 2013 - Present
Comcast (Contract/Consultant) August 2013 - January 2014
Lincoln Financial July 2013 - August 2013
Iron Mountain April 2013 - May 2013
TargetX January 2012 - March 2013
Philadelphia International Advisors, LP January 2001 - November 2011
Glenmede Trust Company January 2000 - December 2001
Accenture 1997 - 1999
Deloitte & Touche, LLP 1995 - 1997
Skills
Data Integration..., Executive..., Technical Documentation, Thinking Outside the Box, Vendor Relationships, Language Skills, Software Training, Efficiency: Analysis &..., Social Networking, CRM Administrator, SS&C PAGES, Cloud Computing, Relationship Cultivation, Creative Problem Solving, Data Analysis, Data Mining, Hands-on Training, Informatica Cloud, CRM Fusion's DemandTools, Datatel, Hobsons, Goldmine, Salesforce (Force.com), Conga Composer, Form Assembly, Boomi, TargetX CRM, ProTrak International, Microsoft SQL Server, Unix, Linux, Informatica, Data Integration, Salesforce.com, Android Development, Mobile Web Design, SharePoint, Access Database, Training, Analytics, Agile Methodologies, Leadership, Access, Project Management
Education
Bellevue University
Master of Science (MS), Organizational Performance, GPA 3.9
Drexel University
BS/BA
Aramark January 2014 - Present
Leaders in Salesforce, Informatica, CRM Administration & Analysis in the Greater Philadelphia Area 2013 - Present
Comcast (Contract/Consultant) August 2013 - January 2014
Lincoln Financial July 2013 - August 2013
Iron Mountain April 2013 - May 2013
TargetX January 2012 - March 2013
Philadelphia International Advisors, LP January 2001 - November 2011
Glenmede Trust Company January 2000 - December 2001
Accenture 1997 - 1999
Deloitte & Touche, LLP 1995 - 1997
Skills
Data Integration..., Executive..., Technical Documentation, Thinking Outside the Box, Vendor Relationships, Language Skills, Software Training, Efficiency: Analysis &..., Social Networking, CRM Administrator, SS&C PAGES, Cloud Computing, Relationship Cultivation, Creative Problem Solving, Data Analysis, Data Mining, Hands-on Training, Informatica Cloud, CRM Fusion's DemandTools, Datatel, Hobsons, Goldmine, Salesforce (Force.com), Conga Composer, Form Assembly, Boomi, TargetX CRM, ProTrak International, Microsoft SQL Server, Unix, Linux, Informatica, Data Integration, Salesforce.com, Android Development, Mobile Web Design, SharePoint, Access Database, Training, Analytics, Agile Methodologies, Leadership, Access, Project Management
Education
Bellevue University
Master of Science (MS), Organizational Performance, GPA 3.9
Drexel University
BS/BA
Andrew Stoll's Glenmede Trust Company Experience 2013 - 2013
Job Student at Temple University School of Law
Industry Law Practice
Experience
Glenmede Trust Company 2013 - 2013
Skills
Microsoft Excel, Outstanding time..., Research, Writing, Analytical Skills, Reading Comprehension, Learning Quickly, Personal Injury..., Tax Law, Investment Banking, Risk Management, PowerPoint, Westlaw, Lexis, Editing, Leadership, Motivation, Highly motivated..., Teamwork, Team-oriented, Microsoft Office, Public Speaking, Customer Service, Time Management, Social Media, Microsoft Word
Education
Temple University - James E. Beasley School of Law 2013 — 2015
Doctor of Law (JD), Law
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Glenmede Trust Company 2013 - 2013
Skills
Microsoft Excel, Outstanding time..., Research, Writing, Analytical Skills, Reading Comprehension, Learning Quickly, Personal Injury..., Tax Law, Investment Banking, Risk Management, PowerPoint, Westlaw, Lexis, Editing, Leadership, Motivation, Highly motivated..., Teamwork, Team-oriented, Microsoft Office, Public Speaking, Customer Service, Time Management, Social Media, Microsoft Word
Education
Temple University - James E. Beasley School of Law 2013 — 2015
Doctor of Law (JD), Law
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Justin Melendez's Glenmede Trust Company Experience February 2012 - February 2013
Job Lead Tax Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Friedman LLP February 2013 - August 2014
Glenmede Trust Company February 2012 - February 2013
WithumSmith+Brown January 2009 - May 2011
Skills
General Ledger, Account Reconciliation, Tax Accounting, Corporate Tax, GAAP, Accounts Payable, Tax Preparation, Trusts, Income Tax
Education
Rutgers, The State University of New Jersey-Camden 2005 — 2009
Bachelor's degree, Accounting and Finance
McGladrey October 2014 - Present
Friedman LLP February 2013 - August 2014
Glenmede Trust Company February 2012 - February 2013
WithumSmith+Brown January 2009 - May 2011
Skills
General Ledger, Account Reconciliation, Tax Accounting, Corporate Tax, GAAP, Accounts Payable, Tax Preparation, Trusts, Income Tax
Education
Rutgers, The State University of New Jersey-Camden 2005 — 2009
Bachelor's degree, Accounting and Finance
Gale Rue's Glenmede Trust Company Experience July 2008 - Present
Job Wealth Advisor at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company July 2008 - Present
Glenmede 2008 - Present
The Bryn Mawr Trust Company March 1999 - July 2008
PNC Bank 1988 - 1999
Skills
Estate Planning, High Net Worth..., Trust Services, Financial Analysis, Special Needs Trusts, Fiduciary Services, Personal Trust..., Multi-generational..., Guardianship
Education
Pennsylvania State University, The Dickinson School of Law 1980 — 1983
Doctor of Law (JD)
Allegheny College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters, Communications, & French
Glenmede Trust Company July 2008 - Present
Glenmede 2008 - Present
The Bryn Mawr Trust Company March 1999 - July 2008
PNC Bank 1988 - 1999
Skills
Estate Planning, High Net Worth..., Trust Services, Financial Analysis, Special Needs Trusts, Fiduciary Services, Personal Trust..., Multi-generational..., Guardianship
Education
Pennsylvania State University, The Dickinson School of Law 1980 — 1983
Doctor of Law (JD)
Allegheny College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters, Communications, & French
PETER LANDERS's Glenmede Trust Company Experience May 2013 - October 2013
Job Equity Trader at AJO Partners
Industry Investment Management
Experience
AJO Partners October 2013 - Present
Glenmede Trust Company May 2013 - October 2013
GMO March 2007 - May 2013
Skills
Equities, Electronic Trading, Bloomberg, ETFs, Trading Systems, Global Cash Management, Compliance Operations
Education
Northeastern University
Bachelor of Science, Finance
Bond University 2005 — 2005
Study Abroad
AJO Partners October 2013 - Present
Glenmede Trust Company May 2013 - October 2013
GMO March 2007 - May 2013
Skills
Equities, Electronic Trading, Bloomberg, ETFs, Trading Systems, Global Cash Management, Compliance Operations
Education
Northeastern University
Bachelor of Science, Finance
Bond University 2005 — 2005
Study Abroad
Mitchell Dooley's Glenmede Trust Company Experience September 2013 - Present
Job Sales Intern at Glenmede Trust Company
Industry
Experience
Glenmede Trust Company September 2013 - Present
Mathey Dearman, Inc. February 2013 - April 2013
Lokalty August 2012 - November 2012
Education
Drexel University - LeBow College of Business 2011 — 2016
Wilmington High School 2007 — 2011
Glenmede Trust Company September 2013 - Present
Mathey Dearman, Inc. February 2013 - April 2013
Lokalty August 2012 - November 2012
Education
Drexel University - LeBow College of Business 2011 — 2016
Wilmington High School 2007 — 2011
Lois (Brown) Miller's Glenmede Trust Company Experience November 2010 - December 2013
Job Associate at Evercore Wealth Management
Industry Financial Services
Experience
Evercore Wealth Management, LLC January 2014 - Present
Glenmede Trust Company November 2010 - December 2013
PIERMONT WEALTH MANAGEMENT September 2008 - November 2010
The Princeton Review September 2007 - September 2008
Skills
Microsoft Word, Microsoft Excel, Global Plus, Onyx CRM, Junxure, Morningstar, Portfolio Center, Constant Contact, InvestEdge, Mac, Personal Trust..., Client Services, Relationship Management, Family Office, Wealth Management, Fiduciary Services
Education
Cannon Financial Institute 2012 — 2015
Personal Trust Administration
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor of Arts, English Language and Literature, 3.9 GPA
Evercore Wealth Management, LLC January 2014 - Present
Glenmede Trust Company November 2010 - December 2013
PIERMONT WEALTH MANAGEMENT September 2008 - November 2010
The Princeton Review September 2007 - September 2008
Skills
Microsoft Word, Microsoft Excel, Global Plus, Onyx CRM, Junxure, Morningstar, Portfolio Center, Constant Contact, InvestEdge, Mac, Personal Trust..., Client Services, Relationship Management, Family Office, Wealth Management, Fiduciary Services
Education
Cannon Financial Institute 2012 — 2015
Personal Trust Administration
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor of Arts, English Language and Literature, 3.9 GPA
Abby Zielinski's Glenmede Trust Company Experience August 2014 - Present
Job Senior Relationship Management Associate at Glenmede Trust Company
Industry Law Practice
Experience
Glenmede Trust Company August 2014 - Present
Temple University, Beasley School of Law August 2011 - May 2014
Glenmede May 2013 - May 2014
Philadelphia Volunteer Lawyers for the Arts January 2013 - April 2013
The Honorable Joel H. Slomsky May 2012 - August 2012
Blue Hill Restaurant August 2009 - June 2011
Lupa Restaurant March 2008 - June 2009
Skills
Legal Writing, Training, Management, Spanish, Legal Research, Microsoft Office, Writing, PowerPoint, Wealth Management, Estate Planning, Gift Tax, Estate Tax Planning
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Doctor of Law (J.D.)
New York University 2005 — 2009
Bachelor of Arts (B.A.), Pyscho-Social Aspects of Identity Formation
Universidad de Sevilla 2004 — 2004
Spanish Culture and History
Jenkintown High School
Glenmede Trust Company August 2014 - Present
Temple University, Beasley School of Law August 2011 - May 2014
Glenmede May 2013 - May 2014
Philadelphia Volunteer Lawyers for the Arts January 2013 - April 2013
The Honorable Joel H. Slomsky May 2012 - August 2012
Blue Hill Restaurant August 2009 - June 2011
Lupa Restaurant March 2008 - June 2009
Skills
Legal Writing, Training, Management, Spanish, Legal Research, Microsoft Office, Writing, PowerPoint, Wealth Management, Estate Planning, Gift Tax, Estate Tax Planning
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Doctor of Law (J.D.)
New York University 2005 — 2009
Bachelor of Arts (B.A.), Pyscho-Social Aspects of Identity Formation
Universidad de Sevilla 2004 — 2004
Spanish Culture and History
Jenkintown High School