GUARDIAN TRUST COMPANY
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GUARDIAN TRUST COMPANY Employees
Employee
Years
Job
Industry
Joy Kertland Joy Kertland's GUARDIAN TRUST COMPANY Experience April 1984 - April 1992
Job Senior Branch Administrator at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy August 2014 - Present
MD Management February 2008 - October 2013
SELF EMPLOYED MUSIC EDUCATOR April 1998 - October 2013
Guardian Trust Company April 1984 - April 1992
Skills
Management, Human Resources, Wealth Management, Coaching, Customer Service, Leadership, Compliance, Collaborative Problem..., Business Process..., Microsoft Office, Team Leadership, Strategic Planning, Front to Back Office, Financial Services, Security Operations, risk managment, Teamwork, Training Needs Analysis, Teaching Adults, Employee Training, Organizational..., Business Analysis, Leadership Development, Performance Management, Performance Measurement, Entrepreneurship, Sales Operations, Business Process, Financial Risk, Mutual Funds, Relationship Management, Organizational..., Team-oriented, Vocal Coaching, Needs Analysis, Music Education, Training, Workshop Facilitation, Public Speaking, Investments, Microsoft Excel, Securities
Education
Concordia University 2011 — 2014
Certificate Human Resources, Human Resources, 4.0
Canadian Securities Institute
Branch Managers Course, Compllance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course and CPH, Financial Planning and Services
Essential Impact 2012 — 2013
Certified Life/Leadership Coach, Life/Leadership Coaching
Concordia University 2014 — 2016
Certificate, Adult and Continuing Education and Teaching, Certificate Program
Concordia University 1982 — 1985
Music Performance, Music
CIBC Wood Gundy August 2014 - Present
MD Management February 2008 - October 2013
SELF EMPLOYED MUSIC EDUCATOR April 1998 - October 2013
Guardian Trust Company April 1984 - April 1992
Skills
Management, Human Resources, Wealth Management, Coaching, Customer Service, Leadership, Compliance, Collaborative Problem..., Business Process..., Microsoft Office, Team Leadership, Strategic Planning, Front to Back Office, Financial Services, Security Operations, risk managment, Teamwork, Training Needs Analysis, Teaching Adults, Employee Training, Organizational..., Business Analysis, Leadership Development, Performance Management, Performance Measurement, Entrepreneurship, Sales Operations, Business Process, Financial Risk, Mutual Funds, Relationship Management, Organizational..., Team-oriented, Vocal Coaching, Needs Analysis, Music Education, Training, Workshop Facilitation, Public Speaking, Investments, Microsoft Excel, Securities
Education
Concordia University 2011 — 2014
Certificate Human Resources, Human Resources, 4.0
Canadian Securities Institute
Branch Managers Course, Compllance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course and CPH, Financial Planning and Services
Essential Impact 2012 — 2013
Certified Life/Leadership Coach, Life/Leadership Coaching
Concordia University 2014 — 2016
Certificate, Adult and Continuing Education and Teaching, Certificate Program
Concordia University 1982 — 1985
Music Performance, Music
Shari Golberg Rosner Shari Golberg Rosner's GUARDIAN TRUST COMPANY Experience June 1985 - November 1988
Job Chief Operating Officer at FreeSight Software Inc.
Industry Information Technology and Services
Experience
FreeSight Software Inc. December 2013 - Present
Drinking Bird Software Ltd. August 2009 - November 2013
CIBC March 2004 - July 2009
CIBC August 1999 - February 2004
CIBC November 1991 - July 1999
CIBC September 1989 - October 1991
Guardian Trust Company June 1985 - November 1988
Skills
Banking, Financial Risk, Financial Analysis, Financial Modeling, Business Operations, Software Project..., Software Quality..., Business Strategy, Business Analysis, Business Intelligence, Business Process..., Business Planning, Project Management, Process Improvement, Strategic Financial..., Financial Reporting, Analytics, Management Consulting, Finance, Strategy, Business Transformation, Business Process
Education
Concordia University 1987 — 1989
MBA, Finance
McGill University 1982 — 1985
Bachelor of Commerce, Finance and Mgmt Info Systems (MIS)
FreeSight Software Inc. December 2013 - Present
Drinking Bird Software Ltd. August 2009 - November 2013
CIBC March 2004 - July 2009
CIBC August 1999 - February 2004
CIBC November 1991 - July 1999
CIBC September 1989 - October 1991
Guardian Trust Company June 1985 - November 1988
Skills
Banking, Financial Risk, Financial Analysis, Financial Modeling, Business Operations, Software Project..., Software Quality..., Business Strategy, Business Analysis, Business Intelligence, Business Process..., Business Planning, Project Management, Process Improvement, Strategic Financial..., Financial Reporting, Analytics, Management Consulting, Finance, Strategy, Business Transformation, Business Process
Education
Concordia University 1987 — 1989
MBA, Finance
McGill University 1982 — 1985
Bachelor of Commerce, Finance and Mgmt Info Systems (MIS)
Frances Lawrence-Author-Coach's GUARDIAN TRUST COMPANY Experience January 1998 - January 2002
Job AuthorCertified CoachOfficer Team Manager II atAML OFAC Bank Of America
Industry Financial Services
Experience
Officer-Manager-AML OFAC Bank Of America June 2014 - Present
Bank of America March 2009 - June 2014
JPMorgan Chase May 2002 - December 2007
Lawrence cont'd May 2002 - December 2007
JPMorgan Chase May 2002 - December 2007
Guardian Trust Company January 1998 - January 2002
Coutts Bank (Switzerland LTD) 1998 - 1998
The Bank January 1995 - January 1997
IBJ Schroder Bank & Trust Company January 1990 - January 1995
Skills
Banking, Mutual Funds, Investments, Financial Services, Cash Management, Loans, Risk Management, Mortgage Lending, Trading, Business Analysis, Process Improvement, Private Banking, Coaching, Financial Risk, Fixed Income, Management, Microsoft Excel, Relationship Management, Wealth Management, Credit Risk, Requirements Analysis, Analysis, Credit Analysis, Credit, Insurance, Mergers, Portfolio Management, Investment Banking, Consumer Lending, Equities, Funding, FX Options, Bonds, Financial Modeling, Settlement, Mergers & Acquisitions
Education
LIU Brooklyn
Long Island University
Bachelor of Science (BS)
Pathway to Purpose
Officer-Manager-AML OFAC Bank Of America June 2014 - Present
Bank of America March 2009 - June 2014
JPMorgan Chase May 2002 - December 2007
Lawrence cont'd May 2002 - December 2007
JPMorgan Chase May 2002 - December 2007
Guardian Trust Company January 1998 - January 2002
Coutts Bank (Switzerland LTD) 1998 - 1998
The Bank January 1995 - January 1997
IBJ Schroder Bank & Trust Company January 1990 - January 1995
Skills
Banking, Mutual Funds, Investments, Financial Services, Cash Management, Loans, Risk Management, Mortgage Lending, Trading, Business Analysis, Process Improvement, Private Banking, Coaching, Financial Risk, Fixed Income, Management, Microsoft Excel, Relationship Management, Wealth Management, Credit Risk, Requirements Analysis, Analysis, Credit Analysis, Credit, Insurance, Mergers, Portfolio Management, Investment Banking, Consumer Lending, Equities, Funding, FX Options, Bonds, Financial Modeling, Settlement, Mergers & Acquisitions
Education
LIU Brooklyn
Long Island University
Bachelor of Science (BS)
Pathway to Purpose
Rachel Daly's GUARDIAN TRUST COMPANY Experience January 1984 - June 1988
Job Research Librarian at Centre for Nursing Research at JGH
Industry Information Services
Experience
Centre for Nursing Research at JGH January 2009 - Present
Consultation InfoGeste January 1989 - December 1992
Guardian Trust Company January 1984 - June 1988
Skills
Information Literacy
Education
McGill University 2007 — 2008
MLIS, Librarianship
McGill University 1987 — 1991
MBA
McGill University 1980 — 1983
B. Comm, Management Information Systems and Statistics
Centre for Nursing Research at JGH January 2009 - Present
Consultation InfoGeste January 1989 - December 1992
Guardian Trust Company January 1984 - June 1988
Skills
Information Literacy
Education
McGill University 2007 — 2008
MLIS, Librarianship
McGill University 1987 — 1991
MBA
McGill University 1980 — 1983
B. Comm, Management Information Systems and Statistics
Ronald Bachrach's GUARDIAN TRUST COMPANY Experience December 2000 - December 2001
Job Trust & Estates Attorney/Wealth Management Consultant
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Gerald McEvoy's GUARDIAN TRUST COMPANY Experience 2004 - 2009
Job Adjunct Professor at Berkeley College
Industry Financial Services
Experience
Berkeley College September 2010 - Present
Weichert Realtors August 2009 - Present
Guardian Trust Company 2004 - 2009
Morgan Stanley Trust 1997 - 2004
morgan stanley trust 1996 - 2004
Lincoln SAVINGS BANK 1971 - 1994
lincoln savings bank 1971 - 1994
lincoln savings bank 1970 - 1994
Skills
Real Estate, Compliance, Policy, Banking, Negotiation, Contract Negotiation
Education
New York Law School 1981 — 1985
JD, Law
City University of New York-Herbert H. Lehman College 1966 — 1970
BA, Economics
Bishop Reilly High School 1962 — 1966
new york
Berkeley College September 2010 - Present
Weichert Realtors August 2009 - Present
Guardian Trust Company 2004 - 2009
Morgan Stanley Trust 1997 - 2004
morgan stanley trust 1996 - 2004
Lincoln SAVINGS BANK 1971 - 1994
lincoln savings bank 1971 - 1994
lincoln savings bank 1970 - 1994
Skills
Real Estate, Compliance, Policy, Banking, Negotiation, Contract Negotiation
Education
New York Law School 1981 — 1985
JD, Law
City University of New York-Herbert H. Lehman College 1966 — 1970
BA, Economics
Bishop Reilly High School 1962 — 1966
new york
Christopher J. McCutcheon's GUARDIAN TRUST COMPANY Experience January 1999 - January 2003
Job Senior Vice PresidentNational Sales Manager at The Private Trust Company, N.A./LPL Financial
Industry Banking
Experience
The Private Trust Company,N.A./LPL Financial January 2003 - Present
GUARDIAN TRUST COMPANY January 1999 - January 2003
MERRILL LYNCH TRUST COMPANY January 1998 - January 1999
SMITH BARNEY PRIVATE TRUST COMPANY January 1996 - January 1998
UNITED STATES TRUST COMPANY January 1990 - January 1996
Skills
Series 7, Investments, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Series 63, Financial Services, Securities, Investment Advisory, Retirement, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory
Education
University of Delaware
Bachelor's Degree, International Relations and Affairs
The Private Trust Company,N.A./LPL Financial January 2003 - Present
GUARDIAN TRUST COMPANY January 1999 - January 2003
MERRILL LYNCH TRUST COMPANY January 1998 - January 1999
SMITH BARNEY PRIVATE TRUST COMPANY January 1996 - January 1998
UNITED STATES TRUST COMPANY January 1990 - January 1996
Skills
Series 7, Investments, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Series 63, Financial Services, Securities, Investment Advisory, Retirement, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory
Education
University of Delaware
Bachelor's Degree, International Relations and Affairs
Robert Kniejski's GUARDIAN TRUST COMPANY Experience May 2007 - March 2011
Job Independent Consultant
Industry Management Consulting
Experience
Self-Employed 2010 - Present
Clinical Ink March 2012 - Present
Kate B. Reynolds Charitable Trust August 2005 - Present
Guardian Trust Company May 2007 - March 2011
Wachovia Corporation 1984 - 2008
Wachovia Corporation 2003 - 2005
Wachovia Corporation 2001 - 2003
Wachovia Corporation 1995 - 2001
Wachovia Corporation 1993 - 1995
Education
Queens University of Charlotte 1985 — 1987
MBA
Canisius College 1973 — 1977
Bachelor of Science (BS), Accounting
Self-Employed 2010 - Present
Clinical Ink March 2012 - Present
Kate B. Reynolds Charitable Trust August 2005 - Present
Guardian Trust Company May 2007 - March 2011
Wachovia Corporation 1984 - 2008
Wachovia Corporation 2003 - 2005
Wachovia Corporation 2001 - 2003
Wachovia Corporation 1995 - 2001
Wachovia Corporation 1993 - 1995
Education
Queens University of Charlotte 1985 — 1987
MBA
Canisius College 1973 — 1977
Bachelor of Science (BS), Accounting
Michael Folignani's GUARDIAN TRUST COMPANY Experience July 2003 - February 2007
Job Financial Services Professional
Industry Financial Services
Experience
DCM Collectibles, LLC February 2005 - Present
Sports Collectibles Limited Liability Company February 2005 - Present
Guardian Trust Company July 2003 - February 2007
Services July 2003 - August 2006
Merrill Lynch Trust Company January 1999 - June 2003
Guardian Trust Company 1999 - 2003
Merrill Lynch January 1999 - November 1999
Morgan Stanley Dean Witter Trust FSB January 1996 - November 1999
Morgan Stanley December 1996 - December 1998
Merrill Lynch 1996 - 1998
Education
Hofstra University 1988 — 1991
Business Adminisration
Hofstra University
DCM Collectibles, LLC February 2005 - Present
Sports Collectibles Limited Liability Company February 2005 - Present
Guardian Trust Company July 2003 - February 2007
Services July 2003 - August 2006
Merrill Lynch Trust Company January 1999 - June 2003
Guardian Trust Company 1999 - 2003
Merrill Lynch January 1999 - November 1999
Morgan Stanley Dean Witter Trust FSB January 1996 - November 1999
Morgan Stanley December 1996 - December 1998
Merrill Lynch 1996 - 1998
Education
Hofstra University 1988 — 1991
Business Adminisration
Hofstra University