Irving Trust Co.
Industry: Investment banking company
DescriptionIrving Trust was an American investment bank headquartered in New York City that operated between 1851 and 1988 when it was acquired by Bank of New York. From 1965 the bank was the principal subsidiary of the Irving Bank Corporation. Successor: The Bank of New York Mellon Headquarters: New York City, NY Founded: 1851 Ceased operations: 1988
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Irving Trust Co. Employees
Employee
Years
Job
Industry
Tom Emerson Tom Emerson's Irving Trust Co. Experience 1982 - 1984
Job VP, CitiTrust, Private Bank
Industry Financial Services
Experience
Citi Bank July 2010 - Present
CGI Inc August 2005 - July 2010
JP Morgan Chase October 1987 - October 2003
Salomon Brothers 1984 - 1986
Irving Trust Co 1982 - 1984
Skills
SDLC, Financial Services, Six Sigma, Business Analysis, Risk Management, Vendor Management, IT Strategy, Business Process..., Software Project..., Program Management, Process Improvement, Consulting, Project Portfolio..., Requirements Analysis, Business Intelligence, Project Management, Management Consulting, Banking, Change Management, PMO, Strategy, Wealth Management, Capital Markets, IT Management, Integration, Requirements Gathering, Visio, Governance, Business Transformation, Business Process, Outsourcing, Business Process...
Education
Saint Peter's University
Bachelor of Science (B.S.)
Saint Peters Prep
B.S.
Citi Bank July 2010 - Present
CGI Inc August 2005 - July 2010
JP Morgan Chase October 1987 - October 2003
Salomon Brothers 1984 - 1986
Irving Trust Co 1982 - 1984
Skills
SDLC, Financial Services, Six Sigma, Business Analysis, Risk Management, Vendor Management, IT Strategy, Business Process..., Software Project..., Program Management, Process Improvement, Consulting, Project Portfolio..., Requirements Analysis, Business Intelligence, Project Management, Management Consulting, Banking, Change Management, PMO, Strategy, Wealth Management, Capital Markets, IT Management, Integration, Requirements Gathering, Visio, Governance, Business Transformation, Business Process, Outsourcing, Business Process...
Education
Saint Peter's University
Bachelor of Science (B.S.)
Saint Peters Prep
B.S.
James Eubank James Eubank's Irving Trust Co. Experience May 1978 - July 1980
Job Network Designer at Boeing
Industry Aviation & Aerospace
Experience
Boeing September 2014 - June 2015
Boeing March 1993 - June 2015
Republic National Bank August 1980 - September 1983
Irving Trust Co. May 1978 - July 1980
Skills
Troubleshooting, Networking, Systems Engineering, Integration, Telecommunications, TCP/IP, System Architecture, Security, RFID, UWB, wifi, Program Management, Testing, Project management, Unix, Software Installation, Hardware, System Design, Operating Systems
Education
Rowan University 1974 — 1977
BS, Mathematics
Boeing September 2014 - June 2015
Boeing March 1993 - June 2015
Republic National Bank August 1980 - September 1983
Irving Trust Co. May 1978 - July 1980
Skills
Troubleshooting, Networking, Systems Engineering, Integration, Telecommunications, TCP/IP, System Architecture, Security, RFID, UWB, wifi, Program Management, Testing, Project management, Unix, Software Installation, Hardware, System Design, Operating Systems
Education
Rowan University 1974 — 1977
BS, Mathematics
Thomas Kepley Thomas Kepley's Irving Trust Co. Experience 1985 - 1987
Job President at T H Kepley Financial Services
Industry Financial Services
Experience
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
Artie Schlesinger Artie Schlesinger's Irving Trust Co. Experience August 1985 - October 1987
Job Managing Director at Global Hedge Fund Administration Company
Industry Financial Services
Experience
Global Fund Administration Company November 2011 - Present
eClerx September 2011 - November 2011
Caxton Associates 2004 - 2011
Credit Suisse First Boston 1987 - 2004
Irving Trust Co. August 1985 - October 1987
Skills
Equities, Derivatives, Fund Administration, MBS, Finance, Loans, Settlement, Securities Lending, Hedge Funds, Fixed Income, FX Options, Alternative Investments, Middle Office, Swaps, Fund Of Funds, Bloomberg, Options, Bonds, Securities, CDS, Prime Brokerage, Back Office, Funding, Trading Systems
Education
City University of New York-Brooklyn College
Global Fund Administration Company November 2011 - Present
eClerx September 2011 - November 2011
Caxton Associates 2004 - 2011
Credit Suisse First Boston 1987 - 2004
Irving Trust Co. August 1985 - October 1987
Skills
Equities, Derivatives, Fund Administration, MBS, Finance, Loans, Settlement, Securities Lending, Hedge Funds, Fixed Income, FX Options, Alternative Investments, Middle Office, Swaps, Fund Of Funds, Bloomberg, Options, Bonds, Securities, CDS, Prime Brokerage, Back Office, Funding, Trading Systems
Education
City University of New York-Brooklyn College
Emmanuel Caravanos Emmanuel Caravanos's Irving Trust Co. Experience September 1972 - September 1980
Job Operations/IT Manager
Industry Banking
Experience
Arab Bank Plc September 1982 - Present
Commonwealth Bank of Australia March 1980 - September 1982
Irving Trust Co September 1972 - September 1980
Skills
Letters Of Credit, Payments
Education
City University of New York City College 1971 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Arab Bank Plc September 1982 - Present
Commonwealth Bank of Australia March 1980 - September 1982
Irving Trust Co September 1972 - September 1980
Skills
Letters Of Credit, Payments
Education
City University of New York City College 1971 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Frederick Hinkley's Irving Trust Co. Experience February 1987 - May 1988
Job Partner and Senior Advisor at Netplus Capital LLC
Industry Investment Management
Experience
Netplus Capital LLC March 2012 - Present
Brown Brothers Harriman April 2007 - February 2012
UBS Wealth Management February 2005 - March 2007
Citi Private Bank April 2001 - February 2005
Citibank (Switzerland) AG April 1999 - March 2001
Citi Private Bank May 1988 - March 1999
Irving Trust Co February 1987 - May 1988
Moody's Investors Service August 1986 - February 1987
Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Chapel School - Escola Maria Imaculada
Netplus Capital LLC March 2012 - Present
Brown Brothers Harriman April 2007 - February 2012
UBS Wealth Management February 2005 - March 2007
Citi Private Bank April 2001 - February 2005
Citibank (Switzerland) AG April 1999 - March 2001
Citi Private Bank May 1988 - March 1999
Irving Trust Co February 1987 - May 1988
Moody's Investors Service August 1986 - February 1987
Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Chapel School - Escola Maria Imaculada
John Kalish's Irving Trust Co. Experience 1985 - 1990
Job Server Support and Information Security Retired
Industry Banking
Experience
The Bank of New York Mellon July 2007 - October 2008
The Bank of New York January 1991 - July 2007
Irving Trust Co. 1985 - 1990
Skills
Server Administration, Information Security..., Computer Security, Information Security, Project Management, CISSP, PMP, Vendor Management, Antivirus, Email Strategy, Database Administration, IT Service Management, Business Continuity, ITIL, Data Center, Disaster Recovery, IT Management
Education
Queens College 1962 — 1968
The Bank of New York Mellon July 2007 - October 2008
The Bank of New York January 1991 - July 2007
Irving Trust Co. 1985 - 1990
Skills
Server Administration, Information Security..., Computer Security, Information Security, Project Management, CISSP, PMP, Vendor Management, Antivirus, Email Strategy, Database Administration, IT Service Management, Business Continuity, ITIL, Data Center, Disaster Recovery, IT Management
Education
Queens College 1962 — 1968
William Bill McDonald's Irving Trust Co. Experience January 1988 - January 1993
Job Banking Professional Operations
Industry Banking
Experience
Living Life Elevated October 2009 - Present
Bank of NY Mellon January 2007 - August 2008
The Bank of New York Mellon 2006 - 2008
Bank of New York (BNY) January 2003 - January 2007
BNY Trade Services Division January 1999 - January 2003
Bank of New York January 1993 - January 1999
Irving Trust Co January 1988 - January 1993
USAF 1967 - 1987
Skills
Banking, Leadership, Trade Finance, Management, Risk Management, Financial Services, Training, Integration, Loans
Education
College of the Holy Cross 1963 — 1967
BS, english
Cranwell Preparatory School 1959 — 1963
HS, College Prep
Living Life Elevated October 2009 - Present
Bank of NY Mellon January 2007 - August 2008
The Bank of New York Mellon 2006 - 2008
Bank of New York (BNY) January 2003 - January 2007
BNY Trade Services Division January 1999 - January 2003
Bank of New York January 1993 - January 1999
Irving Trust Co January 1988 - January 1993
USAF 1967 - 1987
Skills
Banking, Leadership, Trade Finance, Management, Risk Management, Financial Services, Training, Integration, Loans
Education
College of the Holy Cross 1963 — 1967
BS, english
Cranwell Preparatory School 1959 — 1963
HS, College Prep
Maureen Canter's Irving Trust Co. Experience 1986 - 1989
Job Leadership Training Specialist at Brookhaven National Laboratory
Industry Financial Services
Experience
Brookhaven National Laboratory November 2012 - Present
Complete Orthopedic Services, Inc January 2011 - November 2012
Independent Training Consultant February 2009 - December 2010
The Bank of New York Mellon October 2007 - January 2009
The Bank of New York 1998 - 2007
The Bank of New York 1994 - 1998
The Bank of New York 1989 - 1994
Irving Trust Co 1986 - 1989
Skills
Program Management, Risk Management, Change Management, Cross-functional Team..., Needs Analysis, Training, Banking, Coaching
Education
Adelphi University
BA, Pychology, Business
Brookhaven National Laboratory November 2012 - Present
Complete Orthopedic Services, Inc January 2011 - November 2012
Independent Training Consultant February 2009 - December 2010
The Bank of New York Mellon October 2007 - January 2009
The Bank of New York 1998 - 2007
The Bank of New York 1994 - 1998
The Bank of New York 1989 - 1994
Irving Trust Co 1986 - 1989
Skills
Program Management, Risk Management, Change Management, Cross-functional Team..., Needs Analysis, Training, Banking, Coaching
Education
Adelphi University
BA, Pychology, Business
Karen Reilly's Irving Trust Co. Experience December 1980 - December 1990
Job Administrative Assistant at Citibank
Industry Banking
Experience
Citibank August 2003 - Present
Optimum Solutions Corp December 2004 - February 2006
ManpowerGroup September 2004 - November 2004
Brooklyn Hospital April 2002 - July 2002
Mercy Medical Center March 2001 - November 2001
Atlantic Bank of NY March 1994 - March 2001
Salomon Smith Barney June 1991 - March 1994
Irving Trust Co. December 1980 - December 1990
Skills
Microsoft Office 2003, Word, Microsoft Word, Lotus Notes, PeopleSoft, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, HRIS, Benefits Administration, Onboarding, Employee Relations, Vendor Management, Process Improvement, Non-profits, Microsoft Office, Accounts Receivable
Education
St. Francis College 1981 — 1991
Bachelor's Degree, Business Management
St. Brendan Diocesan High School 1970 — 1974
High School, Academic Diploma
Citibank August 2003 - Present
Optimum Solutions Corp December 2004 - February 2006
ManpowerGroup September 2004 - November 2004
Brooklyn Hospital April 2002 - July 2002
Mercy Medical Center March 2001 - November 2001
Atlantic Bank of NY March 1994 - March 2001
Salomon Smith Barney June 1991 - March 1994
Irving Trust Co. December 1980 - December 1990
Skills
Microsoft Office 2003, Word, Microsoft Word, Lotus Notes, PeopleSoft, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, HRIS, Benefits Administration, Onboarding, Employee Relations, Vendor Management, Process Improvement, Non-profits, Microsoft Office, Accounts Receivable
Education
St. Francis College 1981 — 1991
Bachelor's Degree, Business Management
St. Brendan Diocesan High School 1970 — 1974
High School, Academic Diploma
Antonette McHam's Irving Trust Co. Experience January 1987 - January 1989
Job presently unemployed
Industry Financial Services
Experience
BNYMellon Corp September 2013 - Present
BNY Mellon July 1987 - November 2010
BNY Mellon Corporation July 1987 - November 2010
The Bank January 1989 - January 2008
Irving Trust Co January 1987 - January 1989
Cates Consulting Inc January 1985 - January 1987
Barnes& Nobles Pace University Bookstore January 1984 - January 1985
Skills
Strategy, Access, Mergers & Acquisitions, Customer Service, Financial Services, Mutual Funds, Banking, Securities, Investments, Portfolio Management, Equities, Credit, Fixed Income, Bloomberg, Wealth Management, Wealth, Loans, Series 7, Risk Management, Management
Education
Pace UNIVERSITY New 1984 — 1987
Bachelors of Arts, Marketing/Management
Pace University - Lubin School of Business 1983 — 1987
BA, Marketing Management
BNYMellon Corp September 2013 - Present
BNY Mellon July 1987 - November 2010
BNY Mellon Corporation July 1987 - November 2010
The Bank January 1989 - January 2008
Irving Trust Co January 1987 - January 1989
Cates Consulting Inc January 1985 - January 1987
Barnes& Nobles Pace University Bookstore January 1984 - January 1985
Skills
Strategy, Access, Mergers & Acquisitions, Customer Service, Financial Services, Mutual Funds, Banking, Securities, Investments, Portfolio Management, Equities, Credit, Fixed Income, Bloomberg, Wealth Management, Wealth, Loans, Series 7, Risk Management, Management
Education
Pace UNIVERSITY New 1984 — 1987
Bachelors of Arts, Marketing/Management
Pace University - Lubin School of Business 1983 — 1987
BA, Marketing Management
Bruce Peck's Irving Trust Co. Experience October 1966 - March 1989
Job Department ChairBusiness Management at Mildred Elley College
Industry Education Management
Experience
Mildred Elley College July 2014 - Present
ITT Technical Institute September 2013 - Present
Mildred Elley School April 2009 - Present
Irving Trust Co October 1966 - March 1989
Skills
Teaching, Academic Administration, Student Affairs, Adult Education, Higher Education, Finance Economics
Education
Columbia University in the City of New York 1962 — 1966
BA MBA, Economics/Finance, B
Mildred Elley College July 2014 - Present
ITT Technical Institute September 2013 - Present
Mildred Elley School April 2009 - Present
Irving Trust Co October 1966 - March 1989
Skills
Teaching, Academic Administration, Student Affairs, Adult Education, Higher Education, Finance Economics
Education
Columbia University in the City of New York 1962 — 1966
BA MBA, Economics/Finance, B
Pat Guido's Irving Trust Co. Experience 1981 - 1988
Job Systems Administrator at CUNY School of Law
Industry Law Practice
Experience
CUNY School of Law September 2004 - Present
Irving Trust Co 1981 - 1988
Skills
Management, Active Directory
Education
City University of New York-Queens College 1973 — 1977
Bachelor of Arts (BA), Computer Science
CUNY School of Law September 2004 - Present
Irving Trust Co 1981 - 1988
Skills
Management, Active Directory
Education
City University of New York-Queens College 1973 — 1977
Bachelor of Arts (BA), Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS