Merchants Trust Company
Description
Founded: 1849 Parent organization: Community Bank, N.A.
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Merchants Trust Company Employees
Employee
Years
Job
Industry
Bradley Carleton Bradley Carleton's Merchants Trust Company Experience September 1998 - June 2002
Job Outdoor Educator & NonProfit Management
Industry Education Management
Experience
LL Bean January 2015 - Present
LL Bean October 2014 - January 2015
Country Home Products November 2009 - October 2013
Country Home Products February 2004 - November 2009
Country Home Products October 2005 - March 2006
Silverlake Wealth Management September 2002 - March 2004
Merchants Trust Company September 1998 - June 2002
Perry’s Restaurant Group May 1992 - September 1998
Corporate Ethics Research and Consulting Service December 1990 - December 1993
Dean Witter Reynolds December 1987 - November 1990
Skills
Marketing, Outdoor Recreation, Public Speaking, Social Media, Nonprofits, Fishing, Sports, Social Media Marketing, Fundraising, Social Networking, Volunteer Management, Public Relations, Event Planning, Teaching, Online Marketing, Blogging, Event Management, Email Marketing, Advertising, Customer Service, Magazines, Non-profits
Education
New York University 1978 — 1980
none, Theater
Stowe High School - Stowe VT 1976 — 1977
Graduate, Standard, 12th
Vermont Academy 1975 — 1976
Transferred to Stowe High School, Standard, 11th
Beaver Area High School, Beaver, PA 1973 — 1974
Standard, 9th & 10th
LL Bean January 2015 - Present
LL Bean October 2014 - January 2015
Country Home Products November 2009 - October 2013
Country Home Products February 2004 - November 2009
Country Home Products October 2005 - March 2006
Silverlake Wealth Management September 2002 - March 2004
Merchants Trust Company September 1998 - June 2002
Perry’s Restaurant Group May 1992 - September 1998
Corporate Ethics Research and Consulting Service December 1990 - December 1993
Dean Witter Reynolds December 1987 - November 1990
Skills
Marketing, Outdoor Recreation, Public Speaking, Social Media, Nonprofits, Fishing, Sports, Social Media Marketing, Fundraising, Social Networking, Volunteer Management, Public Relations, Event Planning, Teaching, Online Marketing, Blogging, Event Management, Email Marketing, Advertising, Customer Service, Magazines, Non-profits
Education
New York University 1978 — 1980
none, Theater
Stowe High School - Stowe VT 1976 — 1977
Graduate, Standard, 12th
Vermont Academy 1975 — 1976
Transferred to Stowe High School, Standard, 11th
Beaver Area High School, Beaver, PA 1973 — 1974
Standard, 9th & 10th
Carol Philbin Carol Philbin's Merchants Trust Company Experience 1986 - 1996
Job Designer at Yellow Wood Studio
Industry Arts and Crafts
Experience
self employed 1997 - Present
Merchants Trust Company 1986 - 1996
Bank One Trust Company 1978 - 1986
Skills
Jewelry Design, Textile Design/Art..., Interior Design, Garden Design, Sewing (Home Decor &..., Cooking
Education
Colby College
Bachelor of Arts (B.A.), French/Philosophy
Universite de Caen
Diplome Superieure, French Language and Literature
self employed 1997 - Present
Merchants Trust Company 1986 - 1996
Bank One Trust Company 1978 - 1986
Skills
Jewelry Design, Textile Design/Art..., Interior Design, Garden Design, Sewing (Home Decor &..., Cooking
Education
Colby College
Bachelor of Arts (B.A.), French/Philosophy
Universite de Caen
Diplome Superieure, French Language and Literature
Donny Rogers Donny Rogers's Merchants Trust Company Experience July 1994 - August 1998
Job Executive Vice President, Director of Sales at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2014 - Present
Arvest Bank October 2008 - July 2014
Morgan Keegan August 1998 - October 2008
Merchants Trust Company July 1994 - August 1998
Skills
Series 7, Series 24, Series 63, Series 65, Private Banking, Wealth Management, Investments, Banking, Investment Advisory, Mutual Funds, Retirement Planning
Education
Arkansas Tech University 1991 — 1994
Bachelor of Science (BS), Economics
College of Financial Planning--Denver Colorado 1995 — 1997
CFP Professional Education Program, Financial Planning and Services
Westark Community College 1990 — 1991
Bachelor of Science (B.S.), Economics
Arvest Asset Management July 2014 - Present
Arvest Bank October 2008 - July 2014
Morgan Keegan August 1998 - October 2008
Merchants Trust Company July 1994 - August 1998
Skills
Series 7, Series 24, Series 63, Series 65, Private Banking, Wealth Management, Investments, Banking, Investment Advisory, Mutual Funds, Retirement Planning
Education
Arkansas Tech University 1991 — 1994
Bachelor of Science (BS), Economics
College of Financial Planning--Denver Colorado 1995 — 1997
CFP Professional Education Program, Financial Planning and Services
Westark Community College 1990 — 1991
Bachelor of Science (B.S.), Economics
Susan Moses Susan Moses's Merchants Trust Company Experience January 1980 - January 1993
Job Board Member at Burlington Parks Foundation
Industry Fund-Raising
Experience
Saint Michael's College December 2008 - June 2013
Champlain College September 2007 - December 2008
Coldwell Banker Hickok & Boardman Realty 2006 - 2007
Saint Michael's College 2003 - 2006
University of Vermont 1996 - 2003
Merchants Trust Company January 1980 - January 1993
Skills
Fundraising, Program Development, Planned Giving, Grant Writing, Gifts, Charitable Gift..., Alumni Relations, Charitable Trusts, Grants, Event Management, Community Development, Proposal Writing, Strategic Planning, Policy, Newsletters, Staff Development, Research
Education
Utica College 1967 — 1971
Bachelor of Science (B.S.), Business Administration and Economics
Northland College
Saint Michael's College December 2008 - June 2013
Champlain College September 2007 - December 2008
Coldwell Banker Hickok & Boardman Realty 2006 - 2007
Saint Michael's College 2003 - 2006
University of Vermont 1996 - 2003
Merchants Trust Company January 1980 - January 1993
Skills
Fundraising, Program Development, Planned Giving, Grant Writing, Gifts, Charitable Gift..., Alumni Relations, Charitable Trusts, Grants, Event Management, Community Development, Proposal Writing, Strategic Planning, Policy, Newsletters, Staff Development, Research
Education
Utica College 1967 — 1971
Bachelor of Science (B.S.), Business Administration and Economics
Northland College
Diane Kline Diane Kline's Merchants Trust Company Experience September 2014 - Present
Job Personal Investment Officer at Merchants Trust Company
Industry Financial Services
Experience
Merchants Trust Company September 2014 - Present
Wall Street Financial Group 1998 - 2012
Skills
Finance, Investments
Education
Siena College
Bachelor's Degree, Business Administration
Merchants Trust Company September 2014 - Present
Wall Street Financial Group 1998 - 2012
Skills
Finance, Investments
Education
Siena College
Bachelor's Degree, Business Administration
Carol Philbin Carol Philbin's Merchants Trust Company Experience 1986 - 1996
Job Textile Artist/Jewelry Designer
Industry Arts and Crafts
Experience
Self-employed 1997 - Present
Merchants Trust Company 1986 - 1996
BankOne Trust Company 1978 - 1986
Skills
Jewelry Design, Textile Design/Art, Interior Design, Garden Design, Sewing (Home Decor &..., Cooking
Education
Colby College
Bachelor of Arts (B.A.), French/Philosophy
Universite de Caen
Diplome Superieure, French Language and Literature
Self-employed 1997 - Present
Merchants Trust Company 1986 - 1996
BankOne Trust Company 1978 - 1986
Skills
Jewelry Design, Textile Design/Art, Interior Design, Garden Design, Sewing (Home Decor &..., Cooking
Education
Colby College
Bachelor of Arts (B.A.), French/Philosophy
Universite de Caen
Diplome Superieure, French Language and Literature
Misty Hale Misty Hale's Merchants Trust Company Experience May 2004 - September 2005
Job Program Trainer; Office of Business Resilience at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2013 - Present
Lincoln Financial Group October 2010 - May 2013
Lincoln Financial Group May 2006 - October 2010
American Home Mortgage Servicing September 2005 - April 2006
Merchants Trust Company May 2004 - September 2005
Skills
ABCP, LOMA 280, LOMA 290, SDLC, Project Management, Risk Management, Business Continuity..., Training Delivery, Employee Training, Financial Accounting, Mutual Funds, Escheatment, 24x7 Production Support, User Documentation, SharePoint, Testing, Asset Management
Education
Ball State University - College of Business 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Lincoln Financial Group May 2013 - Present
Lincoln Financial Group October 2010 - May 2013
Lincoln Financial Group May 2006 - October 2010
American Home Mortgage Servicing September 2005 - April 2006
Merchants Trust Company May 2004 - September 2005
Skills
ABCP, LOMA 280, LOMA 290, SDLC, Project Management, Risk Management, Business Continuity..., Training Delivery, Employee Training, Financial Accounting, Mutual Funds, Escheatment, 24x7 Production Support, User Documentation, SharePoint, Testing, Asset Management
Education
Ball State University - College of Business 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Angela S. Webster, CFP®, MBA Angela S. Webster, CFP®, MBA's Merchants Trust Company Experience 2012 - Present
Job
Industry Financial Services
Experience
Merchants Trust Company 2012 - Present
People's United Bank May 2005 - January 2012
Ignition March 2000 - March 2005
Orvis March 1999 - March 2000
Skills
Wealth Management, Strategic Planning, Investments, Mutual Funds, Leadership, Risk Management, Marketing, New Business Development, Asset Allocation, Team Building, Fundraising, Social Media
Education
The American College 2015 — 2015
Boston University - Metropolitan College 2012 — 2014
Financial Planning
Norwich University 2010 — 2012
MBA
University of Vermont 1992 — 1997
BA
Arlington Memorial High School 1989 — 1992
Merchants Trust Company 2012 - Present
People's United Bank May 2005 - January 2012
Ignition March 2000 - March 2005
Orvis March 1999 - March 2000
Skills
Wealth Management, Strategic Planning, Investments, Mutual Funds, Leadership, Risk Management, Marketing, New Business Development, Asset Allocation, Team Building, Fundraising, Social Media
Education
The American College 2015 — 2015
Boston University - Metropolitan College 2012 — 2014
Financial Planning
Norwich University 2010 — 2012
MBA
University of Vermont 1992 — 1997
BA
Arlington Memorial High School 1989 — 1992
David LaForest, CTFA's Merchants Trust Company Experience December 2011 - Present
Job Senior Relationship Manager at Merchants Trust Company
Industry Banking
Experience
Merchants Trust Company December 2011 - Present
People's United Bank August 2008 - November 2011
Chittenden Bank June 1991 - August 2008
Skills
Wealth Management, Banking, Portfolio Management, Asset Managment, Wealth Management..., Loans, Credit, Asset Management, Small Business Lending, Commercial Lending, Investments, Securities, Financial Services, Asset Allocation, Relationship Management
Education
University of Phoenix 2003 — 2010
MBA
Castleton University 1986 — 1990
Bachelors, Business Management
NCCS
Merchants Trust Company December 2011 - Present
People's United Bank August 2008 - November 2011
Chittenden Bank June 1991 - August 2008
Skills
Wealth Management, Banking, Portfolio Management, Asset Managment, Wealth Management..., Loans, Credit, Asset Management, Small Business Lending, Commercial Lending, Investments, Securities, Financial Services, Asset Allocation, Relationship Management
Education
University of Phoenix 2003 — 2010
MBA
Castleton University 1986 — 1990
Bachelors, Business Management
NCCS
Claudia Brousseau's Merchants Trust Company Experience 1994 - 1998
Job Corporate Tax Audit Specialist at State of Vermont, Tax Department
Industry Consumer Goods
Experience
State of Vermont, Tax Department January 2015 - Present
Bilodeau Wells and Company PC January 2012 - December 2014
Green Mountain Coffee Roasters August 2009 - January 2012
National Life Group 1999 - 2007
Merchants Trust Company 1994 - 1998
Skills
Accounting, Auditing, Financial Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Internal Audit, SEC filings, Financial Accounting, Tax Preparation, GAAP, Tax Accounting, Managerial Finance, Budgets, Analysis, Revenue Recognition, Account Reconciliation, CPA, Strategic Financial..., QuickBooks, Sarbanes-Oxley, Accounts Payable, Tax Returns, Sales Tax, Corporate Tax, Payroll, Income Tax, Forecasting, Enterprise Risk..., Financial Modeling, Due Diligence, Fixed Assets, Cash Management, Mergers & Acquisitions, Financial Statements, Corporate Finance, Variance Analysis
Education
Golden Gate University 2002 — 2003
MS in Taxation, Tax
Norwich University 1986 — 1990
BS, accounting
State of Vermont, Tax Department January 2015 - Present
Bilodeau Wells and Company PC January 2012 - December 2014
Green Mountain Coffee Roasters August 2009 - January 2012
National Life Group 1999 - 2007
Merchants Trust Company 1994 - 1998
Skills
Accounting, Auditing, Financial Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Internal Audit, SEC filings, Financial Accounting, Tax Preparation, GAAP, Tax Accounting, Managerial Finance, Budgets, Analysis, Revenue Recognition, Account Reconciliation, CPA, Strategic Financial..., QuickBooks, Sarbanes-Oxley, Accounts Payable, Tax Returns, Sales Tax, Corporate Tax, Payroll, Income Tax, Forecasting, Enterprise Risk..., Financial Modeling, Due Diligence, Fixed Assets, Cash Management, Mergers & Acquisitions, Financial Statements, Corporate Finance, Variance Analysis
Education
Golden Gate University 2002 — 2003
MS in Taxation, Tax
Norwich University 1986 — 1990
BS, accounting
Kathy Dirmaier's Merchants Trust Company Experience August 1986 - August 1990
Job Human Resources Professional
Industry Human Resources
Experience
MACK MOLDING January 1997 - January 2000
SB&T CAPTIVE MANAGEMENT COMPANY January 1993 - January 1997
Olympiad Health Club May 1991 - October 1993
Merchants Trust Company August 1986 - August 1990
Skills
Excellent communication..., Customer Relations, MS Office Suite
Education
Champlain College
Associate, Science; Accounting
MACK MOLDING January 1997 - January 2000
SB&T CAPTIVE MANAGEMENT COMPANY January 1993 - January 1997
Olympiad Health Club May 1991 - October 1993
Merchants Trust Company August 1986 - August 1990
Skills
Excellent communication..., Customer Relations, MS Office Suite
Education
Champlain College
Associate, Science; Accounting
Holly Eckerson's Merchants Trust Company Experience 1987 - 2001
Job Operations Specialist
Industry Financial Services
Experience
Dwight Asset Management Co. August 2001 - Present
Merchants Trust Company 1987 - 2001
Merchants Bank 1986 - 1987
Skills
Mutual Funds, Portfolio Management
Education
Champlain College 1994 — 2002
Bachelor of Science Degree, Paralegal/Legal Assistant
Dwight Asset Management Co. August 2001 - Present
Merchants Trust Company 1987 - 2001
Merchants Bank 1986 - 1987
Skills
Mutual Funds, Portfolio Management
Education
Champlain College 1994 — 2002
Bachelor of Science Degree, Paralegal/Legal Assistant
Andrea Dion's Merchants Trust Company Experience September 2005 - April 2011
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Merchants Trust Company September 2005 - April 2011
Chittenden Trust Company April 2004 - September 2005
Equity Services, Inc. May 2002 - October 2003
Merrill Lynch 2001 - 2002
TD 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66
Education
Saint Michael's College 1998 — 2002
B.S, Business Administration and Management, General
Morgan Stanley Wealth Management April 2011 - Present
Merchants Trust Company September 2005 - April 2011
Chittenden Trust Company April 2004 - September 2005
Equity Services, Inc. May 2002 - October 2003
Merrill Lynch 2001 - 2002
TD 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66
Education
Saint Michael's College 1998 — 2002
B.S, Business Administration and Management, General