Mercantile-Safe Deposit & Trust
Industry: Bank in Baltimore, Maryland
DescriptionMercantile Trust and Deposit Company is a historic bank building in Baltimore, designed by the Baltimore architectural firm of Wyatt and Sperry and constructed in 1885. Opened: 1885 Architectural style: Romanesque architecture Function: Bank Added to NRHP: March 17, 1983 NRHP Reference Number: 83002935
Mercantile-Safe Deposit & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mercantile-Safe Deposit & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Mercantile-Safe Deposit & Trust Employees
Employee
Years
Job
Industry
Elsie Brown-Williams Elsie Brown-Williams's Mercantile-Safe Deposit & Trust Experience August 1990 - September 2007
Job Client Relationship Rep PNC Bank
Industry Financial Services
Experience
PNC Investments September 2007 - Present
Mercantile Safe Deposit & Trust August 1990 - September 2007
Baltimore Federal Financial June 1986 - July 1990
Skills
Financial Services, Customer Service..., Notary Public, PowerPoint, Highly detail oriented, Communication
Education
American InterContinental University 2005 — 2006
incomplete, Business Administration and Management, General
Walbrook Senior High 1980 — 1983
Diploma, Business/Managerial Economics
PNC Investments September 2007 - Present
Mercantile Safe Deposit & Trust August 1990 - September 2007
Baltimore Federal Financial June 1986 - July 1990
Skills
Financial Services, Customer Service..., Notary Public, PowerPoint, Highly detail oriented, Communication
Education
American InterContinental University 2005 — 2006
incomplete, Business Administration and Management, General
Walbrook Senior High 1980 — 1983
Diploma, Business/Managerial Economics
Josiah Hunter Josiah Hunter's Mercantile-Safe Deposit & Trust Experience September 2003 - February 2007
Job COO/CFO
Industry Financial Services
Experience
Lindsey Business Group June 2009 - Present
Union First Market Bank April 2008 - October 2009
PNC February 2007 - April 2008
Mercantile Safe Deposit & Trust September 2003 - February 2007
James Monroe Bank January 2002 - September 2003
James Monroe Bank July 2001 - January 2002
Small Business Capital January 2000 - July 2001
Skills
Start-ups, Mergers, Banking, Management, Forecasting, Mergers & Acquisitions, Portfolio Management, Finance, Budgets, Management Consulting, Strategic Planning, Coaching, Business Planning, Program Management, Human Resources, Financial Services, Analysis, Small Business
Education
George Mason University - School of Management 2003 — 2005
MBA, Financial Management
Virginia Bankers School of Bank Management 2001 — 2001
Commercial Lending School, Fundamentals of Credit Analysis & Business Financing
George Mason University 1995 — 1999
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Lindsey Business Group June 2009 - Present
Union First Market Bank April 2008 - October 2009
PNC February 2007 - April 2008
Mercantile Safe Deposit & Trust September 2003 - February 2007
James Monroe Bank January 2002 - September 2003
James Monroe Bank July 2001 - January 2002
Small Business Capital January 2000 - July 2001
Skills
Start-ups, Mergers, Banking, Management, Forecasting, Mergers & Acquisitions, Portfolio Management, Finance, Budgets, Management Consulting, Strategic Planning, Coaching, Business Planning, Program Management, Human Resources, Financial Services, Analysis, Small Business
Education
George Mason University - School of Management 2003 — 2005
MBA, Financial Management
Virginia Bankers School of Bank Management 2001 — 2001
Commercial Lending School, Fundamentals of Credit Analysis & Business Financing
George Mason University 1995 — 1999
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Bill Sheldon Bill Sheldon's Mercantile-Safe Deposit & Trust Experience February 1993 - August 1999
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
M&T Investment Group September 1999 - March 2011
Mercantile Safe Deposit & Trust February 1993 - August 1999
Education
R. H. Smith School of Business- University of MD 1999 — 2002
MBA, Finance
Duke University 1988 — 1992
B.A., Political Science
Morgan Stanley Smith Barney March 2011 - Present
M&T Investment Group September 1999 - March 2011
Mercantile Safe Deposit & Trust February 1993 - August 1999
Education
R. H. Smith School of Business- University of MD 1999 — 2002
MBA, Finance
Duke University 1988 — 1992
B.A., Political Science
Jennifer Etheridge Jennifer Etheridge's Mercantile-Safe Deposit & Trust Experience June 2004 - September 2007
Job Treasury Management Sales Consultant at M&T Bank
Industry Financial Services
Experience
M&T Bank December 2012 - Present
M&T Bank August 2010 - December 2012
Wilmington Trust March 2008 - September 2011
PNC September 2007 - March 2008
Mercantile Safe Deposit & Trust June 2004 - September 2007
Citizen's National Bank October 2001 - June 2004
Skills
Treasury Management, Sales, Customer Service, Banking, Loans, Commercial Banking, Relationship Management, Retail Banking, Portfolio Management, Cross Selling
Education
Salisbury State University 1990 — 1993
Bachelor of Arts (BA), Marketing
M&T Bank December 2012 - Present
M&T Bank August 2010 - December 2012
Wilmington Trust March 2008 - September 2011
PNC September 2007 - March 2008
Mercantile Safe Deposit & Trust June 2004 - September 2007
Citizen's National Bank October 2001 - June 2004
Skills
Treasury Management, Sales, Customer Service, Banking, Loans, Commercial Banking, Relationship Management, Retail Banking, Portfolio Management, Cross Selling
Education
Salisbury State University 1990 — 1993
Bachelor of Arts (BA), Marketing
Bart Shaeffer Bart Shaeffer's Mercantile-Safe Deposit & Trust Experience 1996 - 2004
Job VP Corporate Development, M&A at Merkle
Industry Investment Banking
Experience
Merkle 2014 - Present
Signal Hill Capital 2006 - 2013
Parkway Capital Investors 2004 - 2006
Beltway Capital Partners 2004 - 2006
Mercantile Safe Deposit & Trust 1996 - 2004
Skills
Mergers & Acquisitions, Business Development, Capital Raising, Debt & Equity Financing, Corporate Advisory, Contract Negotiation, Deal Execution, Team Leadership, Acquisition Integration, Project Management
Education
Hampden-Sydney College 1992 — 1996
BA, Managerial Economics
Merkle 2014 - Present
Signal Hill Capital 2006 - 2013
Parkway Capital Investors 2004 - 2006
Beltway Capital Partners 2004 - 2006
Mercantile Safe Deposit & Trust 1996 - 2004
Skills
Mergers & Acquisitions, Business Development, Capital Raising, Debt & Equity Financing, Corporate Advisory, Contract Negotiation, Deal Execution, Team Leadership, Acquisition Integration, Project Management
Education
Hampden-Sydney College 1992 — 1996
BA, Managerial Economics
John Wickline, CPA, QPA, CEBS John Wickline, CPA, QPA, CEBS's Mercantile-Safe Deposit & Trust Experience 1993 - 2000
Job Teacher Programming, Econ & Personal Finance at J.E.B. Stuart HS
Industry Financial Services
Experience
BB&T 2011 - 2013
National Pension Partners 2009 - 2011
Chevy Chase Bank 2007 - 2009
NADA Retirement Services 2002 - 2007
Chevy Chase Trust Co. 2000 - 2002
Mercantile Safe Deposit & Trust 1993 - 2000
Skills
Executive Level..., Investments, 401k, Pensions, Defined Benefit, Retirement, ERISA, Asset Allocation, Defined Contribution, Mutual Funds, Investment Management, Start-ups, CRM, Finance, Retirement Planning, Profit Sharing, Deferred Compensation, Leadership
Education
Marymount University
MBA
New York Institute of Technology
University at Albany, SUNY
B.S.
BB&T 2011 - 2013
National Pension Partners 2009 - 2011
Chevy Chase Bank 2007 - 2009
NADA Retirement Services 2002 - 2007
Chevy Chase Trust Co. 2000 - 2002
Mercantile Safe Deposit & Trust 1993 - 2000
Skills
Executive Level..., Investments, 401k, Pensions, Defined Benefit, Retirement, ERISA, Asset Allocation, Defined Contribution, Mutual Funds, Investment Management, Start-ups, CRM, Finance, Retirement Planning, Profit Sharing, Deferred Compensation, Leadership
Education
Marymount University
MBA
New York Institute of Technology
University at Albany, SUNY
B.S.
R. Scott Everngam, CFA R. Scott Everngam, CFA's Mercantile-Safe Deposit & Trust Experience November 1997 - June 1999
Job Senior EIA/Subject Matter Expert at FERC
Industry Utilities
Experience
Federal Energy Regulatory Commission (FERC) July 2008 - Present
Maryland Public Service Commission (PSC) October 2003 - July 2008
Croft-Leominster, Inc. June 1999 - August 2002
Mercantile Safe-Deposit & Trust November 1997 - June 1999
Croft-Leominster, Inc. April 1989 - November 1997
T. Rowe Price August 1986 - October 1988
Black & Decker June 1985 - July 1986
Skills
Electricity Markets, Portfolio Management, Energy, Economics, Financial Analysis, Cost Of Capital, Demand Response, Energy Policy, Energy Markets, Analysis, Natural Gas, Electric Power, Corporate Finance, Finance, Trading, Commodity Markets
Education
The Johns Hopkins University 1986 — 1989
Master of Administrative Science (M.A.S.)
The Johns Hopkins University 1981 — 1985
Bachelor of Science (B.S.)
Federal Energy Regulatory Commission (FERC) July 2008 - Present
Maryland Public Service Commission (PSC) October 2003 - July 2008
Croft-Leominster, Inc. June 1999 - August 2002
Mercantile Safe-Deposit & Trust November 1997 - June 1999
Croft-Leominster, Inc. April 1989 - November 1997
T. Rowe Price August 1986 - October 1988
Black & Decker June 1985 - July 1986
Skills
Electricity Markets, Portfolio Management, Energy, Economics, Financial Analysis, Cost Of Capital, Demand Response, Energy Policy, Energy Markets, Analysis, Natural Gas, Electric Power, Corporate Finance, Finance, Trading, Commodity Markets
Education
The Johns Hopkins University 1986 — 1989
Master of Administrative Science (M.A.S.)
The Johns Hopkins University 1981 — 1985
Bachelor of Science (B.S.)
Kathleen Wynn Kathleen Wynn's Mercantile-Safe Deposit & Trust Experience October 1984 - May 1985
Job Senior Vice President at Chesapeake System Solutions, Inc.
Industry Computer Software
Experience
Chesapeake System Solutions, Inc. April 1994 - Present
DISC, Inc. May 1985 - April 1994
Mercantile Safe Deposit & Trust October 1984 - May 1985
Daughters of Charity Health System June 1983 - October 1984
Skills
Agile Methodologies, Software Development, Treasury Management, Process Improvement, Cash Management
Education
The Johns Hopkins University 1985 — 1989
Masters of Administrative Science, Business Administration and Management, General
Western Maryland College 1979 — 1983
Bachelor's degree, Political Science
Chesapeake System Solutions, Inc. April 1994 - Present
DISC, Inc. May 1985 - April 1994
Mercantile Safe Deposit & Trust October 1984 - May 1985
Daughters of Charity Health System June 1983 - October 1984
Skills
Agile Methodologies, Software Development, Treasury Management, Process Improvement, Cash Management
Education
The Johns Hopkins University 1985 — 1989
Masters of Administrative Science, Business Administration and Management, General
Western Maryland College 1979 — 1983
Bachelor's degree, Political Science
Vicki Martin, CTFA Vicki Martin, CTFA's Mercantile-Safe Deposit & Trust Experience August 2003 - October 2007
Job Trust administrator, Private family office
Industry Financial Services
Experience
Private Family Office July 2013 - Present
Bluemont Capital Advisors, LLC November 2010 - September 2013
PNC Financial Services Group October 2007 - January 2009
Mercantile Safe Deposit & Trust August 2003 - October 2007
Bank of America 1985 - 2003
First American Bank, N.A. 1976 - 1988
Skills
Estate Planning, Wealth Management, Wealth Management..., Asset Managment, Trusts, Investment Strategies, Investments, Asset Allocation, Investment Advisory, Asset Protection, Finance, Asset Management, Private Equity, Strategic Financial..., Capital Markets, High Net Worth..., Mutual Funds, Retirement Planning, Hedge Funds
Education
George Mason University 1971 — 1974
Education
Northwestern University
Graduate Trust School
Private Family Office July 2013 - Present
Bluemont Capital Advisors, LLC November 2010 - September 2013
PNC Financial Services Group October 2007 - January 2009
Mercantile Safe Deposit & Trust August 2003 - October 2007
Bank of America 1985 - 2003
First American Bank, N.A. 1976 - 1988
Skills
Estate Planning, Wealth Management, Wealth Management..., Asset Managment, Trusts, Investment Strategies, Investments, Asset Allocation, Investment Advisory, Asset Protection, Finance, Asset Management, Private Equity, Strategic Financial..., Capital Markets, High Net Worth..., Mutual Funds, Retirement Planning, Hedge Funds
Education
George Mason University 1971 — 1974
Education
Northwestern University
Graduate Trust School
Bill Whitescarver Bill Whitescarver's Mercantile-Safe Deposit & Trust Experience March 1968 - June 1969
Job Vice President of Investments
Industry Financial Services
Experience
Chapin Davis, Inc. January 2012 - Present
Chapin Davis, Inc. June 2007 - Present
Maryland Supplemental Retirement Plans August 2004 - March 2012
Benefit Designers of Maryland, Inc. January 1985 - May 2007
Meidinger, Inc. (currently Mercer) June 1979 - January 1983
Herget & Company, Inc. June 1969 - May 1979
Mercantile Safe-Deposit & Trust March 1968 - June 1969
Skills
Qualified Retirement..., Retirement Planning, Investment Advisory, Mutual Funds, Securities, Investments, Series 63, Portfolio Management, Financial Modeling, Financial Planning, Asset Allocation, Financial Advisory, Equities, 401k, FINRA, Strategic Planning
Education
University of Baltimore 1978 — 1980
Master's degree, Tax Law/Taxation
The Johns Hopkins University 1967 — 1970
Bachelor of Science (B.S.), Psychology
Chapin Davis, Inc. January 2012 - Present
Chapin Davis, Inc. June 2007 - Present
Maryland Supplemental Retirement Plans August 2004 - March 2012
Benefit Designers of Maryland, Inc. January 1985 - May 2007
Meidinger, Inc. (currently Mercer) June 1979 - January 1983
Herget & Company, Inc. June 1969 - May 1979
Mercantile Safe-Deposit & Trust March 1968 - June 1969
Skills
Qualified Retirement..., Retirement Planning, Investment Advisory, Mutual Funds, Securities, Investments, Series 63, Portfolio Management, Financial Modeling, Financial Planning, Asset Allocation, Financial Advisory, Equities, 401k, FINRA, Strategic Planning
Education
University of Baltimore 1978 — 1980
Master's degree, Tax Law/Taxation
The Johns Hopkins University 1967 — 1970
Bachelor of Science (B.S.), Psychology
Kathy Armstrong, CFP® Kathy Armstrong, CFP®'s Mercantile-Safe Deposit & Trust Experience March 1999 - December 2003
Job Financial Planner
Industry Financial Services
Experience
Heritage Financial Consultants LLC January 2004 - Present
Johns Hopkins University - Carey Business School 1992 - 2010
Mercantile Safe Deposit & Trust March 1999 - December 2003
Notre Dame of Maryland University 1984 - 1990
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Financial Advisory, Securities, Strategic Planning, Public Speaking, Risk Management, Team Building, Non-profits, Portfolio Management, Business Planning, Microsoft Office, Budget, Insurance, Project Management, Marketing Strategy, Budgets, Organizational..., Mergers & Acquisitions, Leadership, Nonprofits, Investment Management, Valuation, Financial Analysis, Strategy, Finance, Analysis, Financial Modeling
Education
Loyola University of Maryland
MBA, Marketing / Finance
College for Financial Planning
CFP, Financial Planning and Services
Roanoke College
BA, Economics
National Graduate Trust School - University of Chicago (ABA)
Trust and Financial Services
National Trust School - Northwestern University (ABA)
Trust and Financial Services
Heritage Financial Consultants LLC January 2004 - Present
Johns Hopkins University - Carey Business School 1992 - 2010
Mercantile Safe Deposit & Trust March 1999 - December 2003
Notre Dame of Maryland University 1984 - 1990
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Financial Advisory, Securities, Strategic Planning, Public Speaking, Risk Management, Team Building, Non-profits, Portfolio Management, Business Planning, Microsoft Office, Budget, Insurance, Project Management, Marketing Strategy, Budgets, Organizational..., Mergers & Acquisitions, Leadership, Nonprofits, Investment Management, Valuation, Financial Analysis, Strategy, Finance, Analysis, Financial Modeling
Education
Loyola University of Maryland
MBA, Marketing / Finance
College for Financial Planning
CFP, Financial Planning and Services
Roanoke College
BA, Economics
National Graduate Trust School - University of Chicago (ABA)
Trust and Financial Services
National Trust School - Northwestern University (ABA)
Trust and Financial Services
Paul Norris Paul Norris's Mercantile-Safe Deposit & Trust Experience January 1996 - January 1999
Job Mortgage Trading
Industry Investment Management
Experience
Mariner Investment Group June 2012 - Present
Dwight Asset Management January 2009 - June 2012
Fannie Mae January 1999 - January 2009
Mercantile Safe Deposit & Trust January 1996 - January 1999
Skills
Fixed Income, Portfolio Management, Structured Finance, Structured Products, Securities, Trading, MBS, Capital Markets, Asset Management, Bloomberg, Investments, Credit Derivatives, Valuation, Risk Management, Financial Modeling, Derivatives, Bonds, Management, Financial Analysis, Hedge Funds
Education
University of Maryland 1996 — 1999
MBA, Finance
Towson University 1987 — 1991
BS, Finance
Mariner Investment Group June 2012 - Present
Dwight Asset Management January 2009 - June 2012
Fannie Mae January 1999 - January 2009
Mercantile Safe Deposit & Trust January 1996 - January 1999
Skills
Fixed Income, Portfolio Management, Structured Finance, Structured Products, Securities, Trading, MBS, Capital Markets, Asset Management, Bloomberg, Investments, Credit Derivatives, Valuation, Risk Management, Financial Modeling, Derivatives, Bonds, Management, Financial Analysis, Hedge Funds
Education
University of Maryland 1996 — 1999
MBA, Finance
Towson University 1987 — 1991
BS, Finance
Wayne Dash PMP's Mercantile-Safe Deposit & Trust Experience 1982 - September 2007
Job semiretired
Industry Financial Services
Experience
semi-tired April 2015 - Present
FIS January 2011 - April 2015
SRI International May 2008 - January 2011
Mercantile Bankshares June 1982 - September 2007
Mercantile-Safe Deposit & Trust 1982 - September 2007
Service Center inc September 1973 - July 1982
Skills
Business Analysis, Requirements Analysis, SDLC, Software Implementation, Program Management, Project Management, Management, Vendor Management, Unix, Analysis, SQL, Software Project..., PMP, Project Portfolio..., Budgets, Software Documentation, Business Intelligence, Requirements Gathering, MS Project, Microsoft Project
Education
Boston University 2006 — 2006
Project management
University of Maryland College Park 1985 — 1987
Banking
Catonsville Community College 1973 — 1978
College classes
Lansdowne Sr High school 1969 — 1973
high school
semi-tired April 2015 - Present
FIS January 2011 - April 2015
SRI International May 2008 - January 2011
Mercantile Bankshares June 1982 - September 2007
Mercantile-Safe Deposit & Trust 1982 - September 2007
Service Center inc September 1973 - July 1982
Skills
Business Analysis, Requirements Analysis, SDLC, Software Implementation, Program Management, Project Management, Management, Vendor Management, Unix, Analysis, SQL, Software Project..., PMP, Project Portfolio..., Budgets, Software Documentation, Business Intelligence, Requirements Gathering, MS Project, Microsoft Project
Education
Boston University 2006 — 2006
Project management
University of Maryland College Park 1985 — 1987
Banking
Catonsville Community College 1973 — 1978
College classes
Lansdowne Sr High school 1969 — 1973
high school
Lil Garitty's Mercantile-Safe Deposit & Trust Experience 1994 - 2007
Job Consumer Compliance Analyst at PayPal, Inc.
Industry Consumer Services
Experience
PayPal, Inc. July 2012 - Present
PayPal, Inc. July 2011 - February 2012
PayPal, Inc. / Bill Me Later June 2010 - February 2011
Landmark Parking, Inc. August 2008 - June 2010
Mercantile-Safe Deposit & Trust 1994 - 2007
State of Maryland - Department of Personnel 1984 - 1994
Skills
Information Security, Troubleshooting, JCL, Banking, Mainframe, Risk Management, SDLC, Unix, Project Management, Security, Process Improvement
Education
Harford Community College
IT
Harford Community College
Information Technology
PayPal, Inc. July 2012 - Present
PayPal, Inc. July 2011 - February 2012
PayPal, Inc. / Bill Me Later June 2010 - February 2011
Landmark Parking, Inc. August 2008 - June 2010
Mercantile-Safe Deposit & Trust 1994 - 2007
State of Maryland - Department of Personnel 1984 - 1994
Skills
Information Security, Troubleshooting, JCL, Banking, Mainframe, Risk Management, SDLC, Unix, Project Management, Security, Process Improvement
Education
Harford Community College
IT
Harford Community College
Information Technology
William Hildebrandt's Mercantile-Safe Deposit & Trust Experience January 2005 - September 2006
Job Capital Markets at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Bank October 2008 - June 2012
Ferris, Baker Watts, Inc. September 2006 - June 2008
Mercantile Safe Deposit & Trust January 2005 - September 2006
Skills
Capital Markets, Leasing, Corporate Finance, Investment Banking, Commercial Lending, Syndications, Structured Finance, Portfolio Management, Finance, Originations, Capital Raising, Financial Structuring, Financial Analysis, Risk Management, Financial Modeling
Education
Gettysburg College 1999 — 2003
Gilman School 1995 — 1999
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Bank October 2008 - June 2012
Ferris, Baker Watts, Inc. September 2006 - June 2008
Mercantile Safe Deposit & Trust January 2005 - September 2006
Skills
Capital Markets, Leasing, Corporate Finance, Investment Banking, Commercial Lending, Syndications, Structured Finance, Portfolio Management, Finance, Originations, Capital Raising, Financial Structuring, Financial Analysis, Risk Management, Financial Modeling
Education
Gettysburg College 1999 — 2003
Gilman School 1995 — 1999
John Ballman's Mercantile-Safe Deposit & Trust Experience 1993 - 2007
Job CEO at Retirement
Industry Financial Services
Experience
Retirement August 2014 - Present
Global Payments, Inc. October 2008 - July 2014
Mercantile Bank February 1993 - September 2007
Mercantile Safe Deposit & Trust 1993 - 2007
Mercantile Bankshares 1993 - 2007
Skills
Banking, Process Improvement, Mergers, Risk Management, Financial Analysis
Education
Anne Arundel Community College 1966 — 1969
AA, Business Administration
Retirement August 2014 - Present
Global Payments, Inc. October 2008 - July 2014
Mercantile Bank February 1993 - September 2007
Mercantile Safe Deposit & Trust 1993 - 2007
Mercantile Bankshares 1993 - 2007
Skills
Banking, Process Improvement, Mergers, Risk Management, Financial Analysis
Education
Anne Arundel Community College 1966 — 1969
AA, Business Administration
Staci Glenn-Short's Mercantile-Safe Deposit & Trust Experience 1993 - 1998
Job SVP, Fair Lending & CRA Strategy Manager
Industry Banking
Experience
Huntington National Bank March 2013 - Present
The Huntington National Bank February 2010 - Present
Huntington National Bank February 1999 - January 2010
Mercantile Safe Deposit & Trust 1993 - 1998
The Fahey Banking Company 1992 - 1993
Skills
Credit, Loans, Underwriting, Financial Analysis, Portfolio Management, Investments, Project Management, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Retail Banking, Strategy, Loan Origination, Relationship Management, Commercial Mortgages, Strategic Planning, Process Improvement, Financial Institutions, Banking, Compliance, UDAP, ECOA, Community Reinvestment..., Risk Management, Operational Risk, Operational Risk..., Cash Management, Credit Cards, Credit Risk, Cross Selling, Finance, Financial Risk, Financial Services, Lines Of Credit, Treasury Management
Education
University of Baltimore 1995 — 1998
MBA, Finance and Banking
The Ohio State University Fisher College of Business 1986 — 1992
BSBA, Accounting
Huntington National Bank March 2013 - Present
The Huntington National Bank February 2010 - Present
Huntington National Bank February 1999 - January 2010
Mercantile Safe Deposit & Trust 1993 - 1998
The Fahey Banking Company 1992 - 1993
Skills
Credit, Loans, Underwriting, Financial Analysis, Portfolio Management, Investments, Project Management, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Retail Banking, Strategy, Loan Origination, Relationship Management, Commercial Mortgages, Strategic Planning, Process Improvement, Financial Institutions, Banking, Compliance, UDAP, ECOA, Community Reinvestment..., Risk Management, Operational Risk, Operational Risk..., Cash Management, Credit Cards, Credit Risk, Cross Selling, Finance, Financial Risk, Financial Services, Lines Of Credit, Treasury Management
Education
University of Baltimore 1995 — 1998
MBA, Finance and Banking
The Ohio State University Fisher College of Business 1986 — 1992
BSBA, Accounting
Cheryl Ursida's Mercantile-Safe Deposit & Trust Experience September 1986 - October 2007
Job Accounting Supervisor at Chesapeake Bay Foundation
Industry Accounting
Experience
Chesapeake Bay Foundation July 2015 - Present
J.J. Haines & Co., Inc. August 2010 - July 2015
Carrollton Bank April 2009 - August 2010
Provident Bank October 2007 - April 2009
Mercantile Safe Deposit & Trust September 1986 - October 2007
Skills
Banking, Loans, Credit, Commercial Lending, Commercial Banking, Microsoft Excel, Accounting, Financial Analysis, Strategic Financial..., Internal Controls
Education
Notre Dame of Maryland University 2002 — 2004
Masters, Finance
Notre Dame of Maryland University 1995 — 1999
Bachelor, Accounting
Chesapeake Bay Foundation July 2015 - Present
J.J. Haines & Co., Inc. August 2010 - July 2015
Carrollton Bank April 2009 - August 2010
Provident Bank October 2007 - April 2009
Mercantile Safe Deposit & Trust September 1986 - October 2007
Skills
Banking, Loans, Credit, Commercial Lending, Commercial Banking, Microsoft Excel, Accounting, Financial Analysis, Strategic Financial..., Internal Controls
Education
Notre Dame of Maryland University 2002 — 2004
Masters, Finance
Notre Dame of Maryland University 1995 — 1999
Bachelor, Accounting
Christopher Christie's Mercantile-Safe Deposit & Trust Experience May 2005 - May 2006
Job VP / Credit Officer at PNC Financial Services Group
Industry Banking
Experience
PNC Financial Services Group August 2010 - Present
Provident Bank May 2006 - June 2009
Mercantile Safe Deposit & Trust May 2005 - May 2006
M & T Bank April 2003 - April 2005
Allfirst Bank June 1988 - April 2003
Education
Flagler College 1976 — 1980
BA, Business Administration
PNC Financial Services Group August 2010 - Present
Provident Bank May 2006 - June 2009
Mercantile Safe Deposit & Trust May 2005 - May 2006
M & T Bank April 2003 - April 2005
Allfirst Bank June 1988 - April 2003
Education
Flagler College 1976 — 1980
BA, Business Administration
Joe Mach's Mercantile-Safe Deposit & Trust Experience 1972 - 1981
Job Retired Association Executive
Industry Banking
Experience
American Bankers Association 1981 - 2012
Mercantile Safe Deposit & Trust 1972 - 1981
Skills
Strategic Planning, USA PATRIOT Act, Leadership Development, Leadership, Banking, Needs Analysis, Strategy, Bank Secrecy Act, Training, Strategic Partnerships, AML, Executive Management, Financial Analysis, Commercial Banking, Portfolio Management, Program Management, Risk Management, Financial Services, Credit, Financial Institutions, KYC, Nonprofits
Education
The Johns Hopkins University 1965 — 1969
BS, Business
Baltimore Polytechnic Institute 1961 — 1965
College Prep
University of Baltimore School of Law
Doctor of Law (J.D.)
American Bankers Association 1981 - 2012
Mercantile Safe Deposit & Trust 1972 - 1981
Skills
Strategic Planning, USA PATRIOT Act, Leadership Development, Leadership, Banking, Needs Analysis, Strategy, Bank Secrecy Act, Training, Strategic Partnerships, AML, Executive Management, Financial Analysis, Commercial Banking, Portfolio Management, Program Management, Risk Management, Financial Services, Credit, Financial Institutions, KYC, Nonprofits
Education
The Johns Hopkins University 1965 — 1969
BS, Business
Baltimore Polytechnic Institute 1961 — 1965
College Prep
University of Baltimore School of Law
Doctor of Law (J.D.)
Donna Kozub's Mercantile-Safe Deposit & Trust Experience December 1998 - October 2007
Job Accounting Manager at Connections Education
Industry E-Learning
Experience
Connections Academy October 2007 - Present
Mercantile Safe Deposit & Trust December 1998 - October 2007
Bank of Maryland September 1989 - December 1998
Skills
Financial Reporting, General Ledger, Sarbanes-Oxley Act, Accounting, GAAP, Account Reconciliation, Auditing, Financial Accounting, Financial Analysis, Internal Controls
Education
University of Baltimore
BS, Business Management
Connections Academy October 2007 - Present
Mercantile Safe Deposit & Trust December 1998 - October 2007
Bank of Maryland September 1989 - December 1998
Skills
Financial Reporting, General Ledger, Sarbanes-Oxley Act, Accounting, GAAP, Account Reconciliation, Auditing, Financial Accounting, Financial Analysis, Internal Controls
Education
University of Baltimore
BS, Business Management
Kurt Funderburg's Mercantile-Safe Deposit & Trust Experience August 1992 - September 1993
Job Experienced Equity Analyst
Industry Investment Management
Experience
Harris Associates September 2000 - September 2013
Ferris Baker Watts Inc September 1993 - September 2000
Mercantile Safe Deposit & Trust August 1992 - September 1993
Skills
Equities, Equity Research, Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Investment Management, Securities, Financial Modeling
Education
Penn State University 1990 — 1992
Master of Business Administration (M.B.A.), Finance & Investing
West Virginia University 1984 — 1987
Bachelor's Degree, Finance, General
Harris Associates September 2000 - September 2013
Ferris Baker Watts Inc September 1993 - September 2000
Mercantile Safe Deposit & Trust August 1992 - September 1993
Skills
Equities, Equity Research, Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Investment Management, Securities, Financial Modeling
Education
Penn State University 1990 — 1992
Master of Business Administration (M.B.A.), Finance & Investing
West Virginia University 1984 — 1987
Bachelor's Degree, Finance, General
Dennis G. Carter, Jr., CFP(R), CMFC(R)'s Mercantile-Safe Deposit & Trust Experience October 1994 - July 1999
Job Vice President Sr. Relationship Manager at PNC
Industry Investment Management
Experience
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
Jason Weber, CFA's Mercantile-Safe Deposit & Trust Experience November 2004 - January 2007
Job Fixed Income Trader at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors March 2014 - Present
PNC January 2007 - Present
Mercantile Safe Deposit & Trust November 2004 - January 2007
Education
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Loyola College in Maryland 2003 — 2005
Master of Science (MS), Finance
PNC Capital Advisors March 2014 - Present
PNC January 2007 - Present
Mercantile Safe Deposit & Trust November 2004 - January 2007
Education
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Loyola College in Maryland 2003 — 2005
Master of Science (MS), Finance
Kate Grimes's Mercantile-Safe Deposit & Trust Experience February 2002 - March 2007
Job Portfolio Analyst
Industry Financial Services
Experience
Element Fleet Management March 2007 - Present
Mercantile Safe Deposit & Trust February 2002 - March 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, commecrical leasing, Microsoft Publisher, DOS, NetMeeting, OFAC, Salesforce.com, Lombardi Teamworks, Analysis, Access, Credit, Finance, Data Analysis, Process Improvement
Education
Notre Dame of Maryland University 1997 — 2001
Bachelor of Arts (BA), Business/Finance
Element Fleet Management March 2007 - Present
Mercantile Safe Deposit & Trust February 2002 - March 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, commecrical leasing, Microsoft Publisher, DOS, NetMeeting, OFAC, Salesforce.com, Lombardi Teamworks, Analysis, Access, Credit, Finance, Data Analysis, Process Improvement
Education
Notre Dame of Maryland University 1997 — 2001
Bachelor of Arts (BA), Business/Finance
Mercantile Safe Deposit & Trust Company