Merrill Lynch Trust Company
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Merrill Lynch Trust Company Employees
Employee
Years
Job
Industry
Holmes Osborne Holmes Osborne's Merrill Lynch Trust Company Experience July 2001 - October 2001
Job Principal, Osborne Global Investors
Industry Investment Management
Experience
Osborne Global Investors March 2004 - Present
Farmers Insurance July 2002 - March 2004
Merrill Lynch Trust Company July 2001 - October 2001
Merrill Lynch July 1998 - July 2001
Skills
Investments, Portfolio Management, Valuation, Finance, Retirement Planning, Estate Planning, Retirement, Management, Economics, Nonprofits, Alternative Investments, Hedge Funds
Education
Syracuse University 1994 — 1998
B.S., Finance
Osborne Global Investors March 2004 - Present
Farmers Insurance July 2002 - March 2004
Merrill Lynch Trust Company July 2001 - October 2001
Merrill Lynch July 1998 - July 2001
Skills
Investments, Portfolio Management, Valuation, Finance, Retirement Planning, Estate Planning, Retirement, Management, Economics, Nonprofits, Alternative Investments, Hedge Funds
Education
Syracuse University 1994 — 1998
B.S., Finance
Nancy E. Anderson CTFA Nancy E. Anderson CTFA's Merrill Lynch Trust Company Experience April 1999 - March 2006
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
William Mitchell College of Law Alumni Board 2013 - Present
U.S. Trust / Bank of America Private Wealth Management May 2011 - Present
American Diabetes Association-MN Board Member April 2009 - Present
William Mitchell College of Law August 2010 - May 2014
US Bank, The Private Client Reserve May 2009 - May 2011
Citigroup - Global Wealth Advisory Group April 2006 - May 2009
American Diabetes Association Minnesota chapter January 2006 - January 2009
Merrill Lynch Trust Company April 1999 - March 2006
American Express Trust Company March 1992 - April 1999
Skills
Wealth Management, Estate Planning, Financial Planning, High Net Worth..., Private Wealth..., Trust Services, ualified Neutral Under..., Financial and Estate..., Investments, Leadership, Asset Management, Trusts, Financial Services, Investment Management, Finance, Strategic Financial..., Tax, Asset Allocation, Wealth, Financial Advisory, FINRA, Wealth Management..., Succession Planning, Credit, Retirement Planning, Personal Finance, Banking, Investment Advisory, Entrepreneurship, Series 7, Capital Markets, Portfolio Management
Education
The Institute of Certified Bankers 2011 — 2013
Certified Trust and Financial Advisor CTFA, Certified Trust and Financial Advisor
College for Financial Planning 2011 — 2011
Accredited Domestic Partnership Advisor (ADPA), Financial Planning for NonTraditional Families
Cannon Financial 2001 — 2003
CWS, Certified Wealth Strategist
The American College 1997 — 2000
Chartered Advisor in Philanthropy® (CAP®), Graduate Program in Philanthropic Planning
William Mitchell College of Law 1986 — 1991
Juris Doctor, LAW
University of Minnesota-Twin Cities 1979 — 1982
Bachelor of Science (BS), Finance and Financial Management Services
Minnesota State University, Mankato
Certified Financial Planning, Financial Planning
BNY Mellon Wealth Management July 2015 - Present
William Mitchell College of Law Alumni Board 2013 - Present
U.S. Trust / Bank of America Private Wealth Management May 2011 - Present
American Diabetes Association-MN Board Member April 2009 - Present
William Mitchell College of Law August 2010 - May 2014
US Bank, The Private Client Reserve May 2009 - May 2011
Citigroup - Global Wealth Advisory Group April 2006 - May 2009
American Diabetes Association Minnesota chapter January 2006 - January 2009
Merrill Lynch Trust Company April 1999 - March 2006
American Express Trust Company March 1992 - April 1999
Skills
Wealth Management, Estate Planning, Financial Planning, High Net Worth..., Private Wealth..., Trust Services, ualified Neutral Under..., Financial and Estate..., Investments, Leadership, Asset Management, Trusts, Financial Services, Investment Management, Finance, Strategic Financial..., Tax, Asset Allocation, Wealth, Financial Advisory, FINRA, Wealth Management..., Succession Planning, Credit, Retirement Planning, Personal Finance, Banking, Investment Advisory, Entrepreneurship, Series 7, Capital Markets, Portfolio Management
Education
The Institute of Certified Bankers 2011 — 2013
Certified Trust and Financial Advisor CTFA, Certified Trust and Financial Advisor
College for Financial Planning 2011 — 2011
Accredited Domestic Partnership Advisor (ADPA), Financial Planning for NonTraditional Families
Cannon Financial 2001 — 2003
CWS, Certified Wealth Strategist
The American College 1997 — 2000
Chartered Advisor in Philanthropy® (CAP®), Graduate Program in Philanthropic Planning
William Mitchell College of Law 1986 — 1991
Juris Doctor, LAW
University of Minnesota-Twin Cities 1979 — 1982
Bachelor of Science (BS), Finance and Financial Management Services
Minnesota State University, Mankato
Certified Financial Planning, Financial Planning
James Hohn James Hohn's Merrill Lynch Trust Company Experience 2000 - 2002
Job Director of Planned Giving at Rowan University
Industry Philanthropy
Experience
Rowan University 2015 - Present
Philanthropic Giving Resources 2008 - Present
Nonprofit Tax Resources January 2011 - Present
Meridian Health 2006 - 2008
Alzheimer's Association, National Office 2003 - 2006
Merrill Lynch Trust Company 2000 - 2002
Seton Hall University 1998 - 2000
PNC Wealth Management 1994 - 1998
Wachovia 1988 - 1994
Skills
Philanthropy, Planned Giving, Board Development, Fundraising, Non-profits, Stewardship, Capital Campaigns, Prospect Research, Strategic Planning, Public Speaking, Moves Management, Public Relations, Proposal Writing, Nonprofits, Charities, Annual Giving, Endowments, Grant Writing, Community Development, Alumni Relations, Non-profit..., Non-profit Board..., Gifts, Leadership, Board Relations, Fundraisers, Leadership Development, Resource Development, Non-profit Consulting, Cause Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
miniMBA, Social Media Marketing
City University of New York City College
BA, Industrial and Organizational Psychology
Fairleigh Dickinson University
MBA, Marketing
Rowan University 2015 - Present
Philanthropic Giving Resources 2008 - Present
Nonprofit Tax Resources January 2011 - Present
Meridian Health 2006 - 2008
Alzheimer's Association, National Office 2003 - 2006
Merrill Lynch Trust Company 2000 - 2002
Seton Hall University 1998 - 2000
PNC Wealth Management 1994 - 1998
Wachovia 1988 - 1994
Skills
Philanthropy, Planned Giving, Board Development, Fundraising, Non-profits, Stewardship, Capital Campaigns, Prospect Research, Strategic Planning, Public Speaking, Moves Management, Public Relations, Proposal Writing, Nonprofits, Charities, Annual Giving, Endowments, Grant Writing, Community Development, Alumni Relations, Non-profit..., Non-profit Board..., Gifts, Leadership, Board Relations, Fundraisers, Leadership Development, Resource Development, Non-profit Consulting, Cause Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
miniMBA, Social Media Marketing
City University of New York City College
BA, Industrial and Organizational Psychology
Fairleigh Dickinson University
MBA, Marketing
Danita Wright Danita Wright's Merrill Lynch Trust Company Experience April 2001 - June 2010
Job Division Trust Executive
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management May 2013 - Present
Wells Fargo Bank May 2012 - May 2013
US Trust, Bank of America Private Welath Management May 2010 - March 2012
Merrill Lynch Trust Company April 2001 - June 2010
First National Bank & Trust Co. of the Treasure Coast (now Seacoast Bank) August 1997 - April 2001
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Strategic Planning, Investments, Change Management, Business Strategy, Accounting, Negotiation, Certified Financial..., Strategic Financial..., Training, Management, Estate Planning, Portfolio Management, Wealth Management, Team Leadership, Wealth Management..., Asset Management, Financial Planning, Finance, Mutual Funds, Asset Allocation
Education
Institute of Certified Bankers 2011 — 2011
CTFA, Certified Trust and Financial Advisor
College of Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Georgia State University 1994 — 1997
Master of Science (MS), Personal Financial Planning
University of Florida 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
US Trust, Bank of America Private Wealth Management May 2013 - Present
Wells Fargo Bank May 2012 - May 2013
US Trust, Bank of America Private Welath Management May 2010 - March 2012
Merrill Lynch Trust Company April 2001 - June 2010
First National Bank & Trust Co. of the Treasure Coast (now Seacoast Bank) August 1997 - April 2001
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Strategic Planning, Investments, Change Management, Business Strategy, Accounting, Negotiation, Certified Financial..., Strategic Financial..., Training, Management, Estate Planning, Portfolio Management, Wealth Management, Team Leadership, Wealth Management..., Asset Management, Financial Planning, Finance, Mutual Funds, Asset Allocation
Education
Institute of Certified Bankers 2011 — 2011
CTFA, Certified Trust and Financial Advisor
College of Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Georgia State University 1994 — 1997
Master of Science (MS), Personal Financial Planning
University of Florida 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Thomas (Ellington) Francione, CTFA Thomas (Ellington) Francione, CTFA's Merrill Lynch Trust Company Experience May 2003 - July 2004
Job Trust Advisor
Industry Financial Services
Experience
Loring, Wolcott & Coolidge November 2009 - Present
Wilmer Cutler Pickering Hale and Dorr LLP July 2007 - October 2009
Wachovia Wealth Management - Personal Trust July 2005 - July 2007
Wachovia Wealth Management - Personal Trust August 2004 - June 2005
Merrill Lynch Trust Company May 2003 - July 2004
Skills
Estate Planning, Wealth Management, Investments, Trusts, Asset Managment, Investment Management, Trust Management, Trust Services, Investment Advisory, High Net Worth..., Wealth Management..., Portfolio Management, Private Banking, Risk Management, Asset Management, Asset Allocation, Securities, Financial Advisory, Financial Services
Education
Campbell University 2003 — 2003
MBA
Campbell University 1998 — 2003
BBA, Trust and Investment Management
Loring, Wolcott & Coolidge November 2009 - Present
Wilmer Cutler Pickering Hale and Dorr LLP July 2007 - October 2009
Wachovia Wealth Management - Personal Trust July 2005 - July 2007
Wachovia Wealth Management - Personal Trust August 2004 - June 2005
Merrill Lynch Trust Company May 2003 - July 2004
Skills
Estate Planning, Wealth Management, Investments, Trusts, Asset Managment, Investment Management, Trust Management, Trust Services, Investment Advisory, High Net Worth..., Wealth Management..., Portfolio Management, Private Banking, Risk Management, Asset Management, Asset Allocation, Securities, Financial Advisory, Financial Services
Education
Campbell University 2003 — 2003
MBA
Campbell University 1998 — 2003
BBA, Trust and Investment Management
Barbara Knudson CLU®, ChFC®, MSFS Barbara Knudson CLU®, ChFC®, MSFS's Merrill Lynch Trust Company Experience 1999 - 2000
Job Financial Advisor, Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife 2015 - Present
New England Financial (a MetLife affiliate) 2000 - 2015
Merrill Lynch Trust Company 1999 - 2000
Northwestern Mutual 1981 - 1999
Skills
Securities, Investment Advisory..., Finance, IRAs, Retirement, Variable Annuities, Long Term Care Insurance, Series 7, 401k, 401k Rollovers, Roth IRA, Investment Strategies, Insurance, Life Insurance, Alternative Investments, Bonds, Term Life Insurance, Investment Management, Wealth Management...
Education
Rutgers University-New Brunswick 1971 — 1975
BA, English
MetLife 2015 - Present
New England Financial (a MetLife affiliate) 2000 - 2015
Merrill Lynch Trust Company 1999 - 2000
Northwestern Mutual 1981 - 1999
Skills
Securities, Investment Advisory..., Finance, IRAs, Retirement, Variable Annuities, Long Term Care Insurance, Series 7, 401k, 401k Rollovers, Roth IRA, Investment Strategies, Insurance, Life Insurance, Alternative Investments, Bonds, Term Life Insurance, Investment Management, Wealth Management...
Education
Rutgers University-New Brunswick 1971 — 1975
BA, English
Nicholas Stonestreet Nicholas Stonestreet's Merrill Lynch Trust Company Experience 1993 - 1997
Job CEO at Vident Financial
Industry Financial Services
Experience
Vident Financial March 2013 - Present
Regions Financial Corporation September 2009 - February 2013
BCR Environmental Corporation July 2007 - September 2009
Merrill Lynch March 2005 - July 2007
Merrill Lynch Bank Suisse 2003 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch International 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1993 - 1997
SunTrust Bank June 1988 - April 1993
Skills
Portfolio Management, Financial Analysis, Change Management, Sales Management, Business Strategy, Strategic Financial..., Marketing Strategy, Cross-functional Team..., Financial Risk, Risk Management, Culture Change, Trust Management, International Sales, International Business..., International Finance, Banking, International Banking..., Private Banking, Wealth Management..., Wealth Management, Credit, Investments, Leadership, Credit Analysis
Education
University of South Carolina-Columbia 1986 — 1988
Master of International Business Studies, International Business
Winthrop University 1980 — 1984
Bachelor of Science, Environmental Biology
Vident Financial March 2013 - Present
Regions Financial Corporation September 2009 - February 2013
BCR Environmental Corporation July 2007 - September 2009
Merrill Lynch March 2005 - July 2007
Merrill Lynch Bank Suisse 2003 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch International 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1993 - 1997
SunTrust Bank June 1988 - April 1993
Skills
Portfolio Management, Financial Analysis, Change Management, Sales Management, Business Strategy, Strategic Financial..., Marketing Strategy, Cross-functional Team..., Financial Risk, Risk Management, Culture Change, Trust Management, International Sales, International Business..., International Finance, Banking, International Banking..., Private Banking, Wealth Management..., Wealth Management, Credit, Investments, Leadership, Credit Analysis
Education
University of South Carolina-Columbia 1986 — 1988
Master of International Business Studies, International Business
Winthrop University 1980 — 1984
Bachelor of Science, Environmental Biology
Jeffrey J. Seward, Esq. Jeffrey J. Seward, Esq.'s Merrill Lynch Trust Company Experience 1994 - 1996
Job Senior Counsel at ITM|TwentyFirst, LLC
Industry Legal Services
Experience
ITMTwentyFirst October 2013 - Present
Fifth Third Bank 2012 - 2013
M&I Marshall and Ilsley Trust Company (acquired by BMO Harris Bank) 2007 - 2012
AmSouth Bank (acquired by Regions Bank) 2005 - 2007
Bank of America 2001 - 2005
Comerica Bank 1996 - 2001
Merrill Lynch Trust Company 1994 - 1996
Bank One (acquired by JPMorgan Chase Bank) 1987 - 1994
Skills
Wealth Management, Legal Assistance, Compliance, Estate Planning, High Net Worth..., Risk Management, Trust Services, Financial Services, Investments, Leadership, Banking, Estate Administration, Financial Planners, Retirement Planning, Team Leadership, Sales Management, Asset Management, Investment Management, Insurance, Alternative Investments, Project Management, Institutional, Investment Advisory, Relationship Management, Thought Leadership, Securities, Financial Planning
Education
Ohio Northern University—Claude W. Pettit College of Law
Juris Doctor (J.D.), Law
University of Nebraska-Lincoln
Master's degree (M.S.), Management
Ohio Northern University
Bachelor of Arts (B.A.), Liberal Arts
ITMTwentyFirst October 2013 - Present
Fifth Third Bank 2012 - 2013
M&I Marshall and Ilsley Trust Company (acquired by BMO Harris Bank) 2007 - 2012
AmSouth Bank (acquired by Regions Bank) 2005 - 2007
Bank of America 2001 - 2005
Comerica Bank 1996 - 2001
Merrill Lynch Trust Company 1994 - 1996
Bank One (acquired by JPMorgan Chase Bank) 1987 - 1994
Skills
Wealth Management, Legal Assistance, Compliance, Estate Planning, High Net Worth..., Risk Management, Trust Services, Financial Services, Investments, Leadership, Banking, Estate Administration, Financial Planners, Retirement Planning, Team Leadership, Sales Management, Asset Management, Investment Management, Insurance, Alternative Investments, Project Management, Institutional, Investment Advisory, Relationship Management, Thought Leadership, Securities, Financial Planning
Education
Ohio Northern University—Claude W. Pettit College of Law
Juris Doctor (J.D.), Law
University of Nebraska-Lincoln
Master's degree (M.S.), Management
Ohio Northern University
Bachelor of Arts (B.A.), Liberal Arts
Natalie Komari Natalie Komari's Merrill Lynch Trust Company Experience January 2015 - Present
Job Juris Doctor May 2014
Industry Law Practice
Experience
Merrill Lynch Trust Company January 2015 - Present
Brooklyn Bar Association VLP October 2012 - May 2014
Brooklyn Law School August 2011 - May 2014
Kings County Surrogate's Court August 2013 - December 2013
Grimaldi & Yeung January 2013 - August 2013
Brooklyn Law School Mediation Clinic August 2012 - December 2012
Suite 404 LLC May 2012 - August 2012
Court Room Advocacy Project January 2012 - May 2012
Indianapolis Chamber of Commerce August 2010 - December 2010
Indiana Cardiac and Vascular Consultants January 2005 - December 2009
Skills
Program Management, Civil Litigation, Event Planning, Litigation, Legal Writing, Research, Corporate Law, Legal Research
Education
Brooklyn Law School 2011 — 2014
Ball State University - College of Business 2006 — 2011
Bachelor of Arts (B.A.), Marketing
Merrill Lynch Trust Company January 2015 - Present
Brooklyn Bar Association VLP October 2012 - May 2014
Brooklyn Law School August 2011 - May 2014
Kings County Surrogate's Court August 2013 - December 2013
Grimaldi & Yeung January 2013 - August 2013
Brooklyn Law School Mediation Clinic August 2012 - December 2012
Suite 404 LLC May 2012 - August 2012
Court Room Advocacy Project January 2012 - May 2012
Indianapolis Chamber of Commerce August 2010 - December 2010
Indiana Cardiac and Vascular Consultants January 2005 - December 2009
Skills
Program Management, Civil Litigation, Event Planning, Litigation, Legal Writing, Research, Corporate Law, Legal Research
Education
Brooklyn Law School 2011 — 2014
Ball State University - College of Business 2006 — 2011
Bachelor of Arts (B.A.), Marketing
Jacob Krief Jacob Krief's Merrill Lynch Trust Company Experience November 2001 - May 2004
Job Tax Specialist & Advisor
Industry Accounting
Experience
Tax Services October 2012 - Present
BCRS Associates LLC February 2008 - October 2012
Fiduciary Trust Company December 2005 - December 2007
Consulting May 2004 - November 2005
MERRILL LYNCH TRUST COMPANY November 2001 - May 2004
AMPER EISNER fka AMPER POLITZINER & MATTIA, CPA’s August 2000 - August 2001
ROBERT LAWRENCE GAYNOR, Attorneys at Law October 1999 - July 2000
Skills
Tax, Estate Planning, Tax Law, Corporate Tax, Estate Tax Planning, Tax Accounting, Trusts, Tax Preparation, Wills, Accounting, High Net Worth..., Financial Analysis, Financial Reporting, Finance, Tax Returns, Property Tax, Sales Tax, Gift Tax, GAAP, Financial Planners, Tax Research
Education
Villanova University School of Law 1998 — 1999
MS in Taxation, Tax
New York Law School 1993 — 1996
Juris Doctor, Law
Montclair State University 1990 — 1993
Bachelor of Arts (B.A.), Hstory, College
The Frisch School 1984 — 1988
High School Diploma
New Jersey City University
Tax Services October 2012 - Present
BCRS Associates LLC February 2008 - October 2012
Fiduciary Trust Company December 2005 - December 2007
Consulting May 2004 - November 2005
MERRILL LYNCH TRUST COMPANY November 2001 - May 2004
AMPER EISNER fka AMPER POLITZINER & MATTIA, CPA’s August 2000 - August 2001
ROBERT LAWRENCE GAYNOR, Attorneys at Law October 1999 - July 2000
Skills
Tax, Estate Planning, Tax Law, Corporate Tax, Estate Tax Planning, Tax Accounting, Trusts, Tax Preparation, Wills, Accounting, High Net Worth..., Financial Analysis, Financial Reporting, Finance, Tax Returns, Property Tax, Sales Tax, Gift Tax, GAAP, Financial Planners, Tax Research
Education
Villanova University School of Law 1998 — 1999
MS in Taxation, Tax
New York Law School 1993 — 1996
Juris Doctor, Law
Montclair State University 1990 — 1993
Bachelor of Arts (B.A.), Hstory, College
The Frisch School 1984 — 1988
High School Diploma
New Jersey City University
Jill Lineberger Jill Lineberger's Merrill Lynch Trust Company Experience January 1999 - August 2009
Job Volunteer
Industry Banking
Experience
Self-employed August 2009 - Present
Merrill Lynch Trust Company January 1999 - August 2009
First Union National Bank August 1994 - January 1999
Skills
Banking, Trusts, Trust Management, Trust Taxation, Trust Services, Multi-tasked, Private Banking, Volunteering, Non-profit Volunteer
Education
Florida Southern College 1989 — 1993
Bachelor of Science (B.S.), Human Resources Management and Services
Self-employed August 2009 - Present
Merrill Lynch Trust Company January 1999 - August 2009
First Union National Bank August 1994 - January 1999
Skills
Banking, Trusts, Trust Management, Trust Taxation, Trust Services, Multi-tasked, Private Banking, Volunteering, Non-profit Volunteer
Education
Florida Southern College 1989 — 1993
Bachelor of Science (B.S.), Human Resources Management and Services
Susan P. Rounds Susan P. Rounds's Merrill Lynch Trust Company Experience 2000 - 2002
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
Brian French's Merrill Lynch Trust Company Experience February 2000 - October 2005
Job AttorneyTalkRadio.com Show Host Attorney Marketing Consultant call 813 9443190 for free consult
Industry Legal Services
Experience
AttorneyTalkRadio.com - Owner, Show Host November 2013 - Present
Attorney Web Marketing .net December 2008 - Present
FloridaWebsiteMarketing.com December 2007 - Present
www.EstateSettlement.com October 2007 - Present
Merrill Lynch Trust Company February 2000 - October 2005
Merrill Lynch 2000 - 2005
SunTrust Investment Services July 1996 - February 2000
Skills
Internet Strategy, Legal Writing, Website Development, Web 2.0, Internet Entrepreneur, International Marketing, Internetworking, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Public Speaking, Organic Search, Search Advertising, Marketing Strategy, SEO, Social Media, Marketing, New Business Development, Estate Law, Asset Managment, Web Marketing, Social Networking, SEM, Contract Negotiation, Lead Generation, Online Advertising, Start-ups, Market Research, Wealth Management, CRM, Recruiting, Wordpress, Commercial Real Estate, Advertising, Wealth Management..., High Net Worth..., Estate Tax Planning, Entrepreneurship, Business Strategy, Online Marketing, Powers of Attorney, Blogging, Commercial Litigation, Strategic Planning, E-commerce, Trust Services, Real Estate Transactions, Wills, Small Business
Education
University of South Florida - College of Business Administration 1979 — 1981
Bachelor of Business Administration (BBA), BA in Finance, Florida Trust School
AttorneyTalkRadio.com - Owner, Show Host November 2013 - Present
Attorney Web Marketing .net December 2008 - Present
FloridaWebsiteMarketing.com December 2007 - Present
www.EstateSettlement.com October 2007 - Present
Merrill Lynch Trust Company February 2000 - October 2005
Merrill Lynch 2000 - 2005
SunTrust Investment Services July 1996 - February 2000
Skills
Internet Strategy, Legal Writing, Website Development, Web 2.0, Internet Entrepreneur, International Marketing, Internetworking, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Public Speaking, Organic Search, Search Advertising, Marketing Strategy, SEO, Social Media, Marketing, New Business Development, Estate Law, Asset Managment, Web Marketing, Social Networking, SEM, Contract Negotiation, Lead Generation, Online Advertising, Start-ups, Market Research, Wealth Management, CRM, Recruiting, Wordpress, Commercial Real Estate, Advertising, Wealth Management..., High Net Worth..., Estate Tax Planning, Entrepreneurship, Business Strategy, Online Marketing, Powers of Attorney, Blogging, Commercial Litigation, Strategic Planning, E-commerce, Trust Services, Real Estate Transactions, Wills, Small Business
Education
University of South Florida - College of Business Administration 1979 — 1981
Bachelor of Business Administration (BBA), BA in Finance, Florida Trust School
Maria Aromando Maria Aromando's Merrill Lynch Trust Company Experience June 2009 - November 2011
Job Business Development at Robert Half International, Office Team
Industry Staffing and Recruiting
Experience
Robert Half, OfficeTeam January 2015 - Present
Robert Half, OfficeTeam March 2014 - January 2015
Robert Half International, Office Team July 2012 - March 2014
Robert Half International, Accountemps December 2011 - June 2012
Merrill Lynch Trust Company June 2009 - November 2011
Merrill Lynch Trust Company May 2007 - May 2009
Skills
Temporary Staffing, Financial Analysis, Recruiting, Accounting, Talent Acquisition, Accounts Payable, Administrative..., Applicant Tracking..., Customer Service, Data Entry, Employee Benefits, Finance, Financial Services, Hiring, Human Resources, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Sales, Software Documentation, Temporary Placement, Time Management, Training
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Marketing
Immaculata High School 2000 — 2004
Robert Half, OfficeTeam January 2015 - Present
Robert Half, OfficeTeam March 2014 - January 2015
Robert Half International, Office Team July 2012 - March 2014
Robert Half International, Accountemps December 2011 - June 2012
Merrill Lynch Trust Company June 2009 - November 2011
Merrill Lynch Trust Company May 2007 - May 2009
Skills
Temporary Staffing, Financial Analysis, Recruiting, Accounting, Talent Acquisition, Accounts Payable, Administrative..., Applicant Tracking..., Customer Service, Data Entry, Employee Benefits, Finance, Financial Services, Hiring, Human Resources, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Sales, Software Documentation, Temporary Placement, Time Management, Training
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Marketing
Immaculata High School 2000 — 2004
Marne Milhiser's Merrill Lynch Trust Company Experience June 2002 - April 2003
Job Johnson Sterling, Inc
Industry Financial Services
Experience
Johnson Sterling, Inc. June 2014 - Present
Fidelity Investments July 2004 - March 2012
Smith Barney Consulting Group April 2003 - July 2004
Merrill Lynch Trust Company June 2002 - April 2003
State of New Jersey Office of the Attorney General February 2000 - July 2001
Skills
Relationship Management, Product Development, Mutual Funds, Securities, Series 7, Series 63, Financial Services, Wealth Management, Investments, Asset Management, Equities, Investment Advisory, Alternative Investments, Fixed Income, Risk Management, Retirement Planning, Investment Management, 401k
Education
Auburn University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Mississippi College School of Law 1996 — 1999
Juris Doctorate, Law
University of Delaware 2002 — 2004
MBA, Finance and Corporate Goverenance
Johnson Sterling, Inc. June 2014 - Present
Fidelity Investments July 2004 - March 2012
Smith Barney Consulting Group April 2003 - July 2004
Merrill Lynch Trust Company June 2002 - April 2003
State of New Jersey Office of the Attorney General February 2000 - July 2001
Skills
Relationship Management, Product Development, Mutual Funds, Securities, Series 7, Series 63, Financial Services, Wealth Management, Investments, Asset Management, Equities, Investment Advisory, Alternative Investments, Fixed Income, Risk Management, Retirement Planning, Investment Management, 401k
Education
Auburn University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Mississippi College School of Law 1996 — 1999
Juris Doctorate, Law
University of Delaware 2002 — 2004
MBA, Finance and Corporate Goverenance
Angela M Ducker, CPA Angela M Ducker, CPA's Merrill Lynch Trust Company Experience October 2004 - October 2006
Job McKonly & Asbury | Sr Tax Manager in Private Client Services
Industry Accounting
Experience
McKonly & Asbury January 2015 - Present
Drucker & Scaccetti, P.C. January 2009 - December 2014
BlackRock October 2006 - November 2008
Merrill Lynch Trust Company October 2004 - October 2006
Duane Morris LLP July 2003 - May 2004
Drucker & Scaccetti, P.C. September 1999 - August 2003
Simonson, Lipschutz & Fogel P.C. July 1995 - September 1999
Jacobs & Barbone, PA July 1991 - July 1995
Capaldi, Reynolds & Associates October 1988 - July 1991
Skills
Tax, Trusts, Tax Returns, Corporate Tax, Partnership Taxation, Tax Compliance, Tax Preparation, Income Tax, Estate Planning, Private Equity, CPA, Accounting, Finance, Financial Statements, Tax Accounting, Tax Research, Financial Analysis, High Net Worth..., Auditing
Education
Stockton University 1984 — 1989
BA, Accounting
Penn Manor High School
McKonly & Asbury January 2015 - Present
Drucker & Scaccetti, P.C. January 2009 - December 2014
BlackRock October 2006 - November 2008
Merrill Lynch Trust Company October 2004 - October 2006
Duane Morris LLP July 2003 - May 2004
Drucker & Scaccetti, P.C. September 1999 - August 2003
Simonson, Lipschutz & Fogel P.C. July 1995 - September 1999
Jacobs & Barbone, PA July 1991 - July 1995
Capaldi, Reynolds & Associates October 1988 - July 1991
Skills
Tax, Trusts, Tax Returns, Corporate Tax, Partnership Taxation, Tax Compliance, Tax Preparation, Income Tax, Estate Planning, Private Equity, CPA, Accounting, Finance, Financial Statements, Tax Accounting, Tax Research, Financial Analysis, High Net Worth..., Auditing
Education
Stockton University 1984 — 1989
BA, Accounting
Penn Manor High School
Matthew Santangelo's Merrill Lynch Trust Company Experience February 1994 - August 1996
Job Senior Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
Mitra Biotech 2009 - January 2015
USS Constitution Museum 2014 - 2014
Merrill Lynch September 1996 - June 2011
UNICEF 2007 - 2010
Merrill Lynch Trust Company February 1994 - August 1996
US Navy May 1987 - May 1995
Bessemer Trust February 1992 - December 1993
Zeron Capital Management 1991 - 1991
Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management
Education
ABA National Graduate Trust School (at Northwestern University) 1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
Skidmore College 1983 — 1987
BA, Government
Barnstable High School 1979 — 1983
diploma, college prep
Northern Trust July 2011 - Present
Mitra Biotech 2009 - January 2015
USS Constitution Museum 2014 - 2014
Merrill Lynch September 1996 - June 2011
UNICEF 2007 - 2010
Merrill Lynch Trust Company February 1994 - August 1996
US Navy May 1987 - May 1995
Bessemer Trust February 1992 - December 1993
Zeron Capital Management 1991 - 1991
Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management
Education
ABA National Graduate Trust School (at Northwestern University) 1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
Skidmore College 1983 — 1987
BA, Government
Barnstable High School 1979 — 1983
diploma, college prep
Maria Quinn Maria Quinn's Merrill Lynch Trust Company Experience May 2002 - June 2003
Job Wealth Management Professional
Industry Financial Services
Experience
Cornerstone Fiduciary Services, LLC August 2010 - Present
Wells Fargo October 2012 - July 2013
Merrill Lynch Trust Company May 2002 - June 2003
State of NJ Office of Management and Budget April 2001 - March 2002
Guardian Trust Company, FSB May 1999 - April 2001
MetLife Trust Company, N.A. August 1997 - May 1999
Begley, Begley & Bookbinder, P.C. April 1995 - August 1997
Princeton Bank and Trust Company July 1991 - April 1995
Skills
Wealth Management, Wealth, Estate Administration, Financial Advisory, Management, Trusts, Investments, Estate Planning
Education
Rider University 1994 — 1997
M.B.A.
Rider University 1987 — 1991
B.S., Finance
American Bankers Association Certified Trust Financial Advisor Exam Self Study Series
CTFA Candidate
Cornerstone Fiduciary Services, LLC August 2010 - Present
Wells Fargo October 2012 - July 2013
Merrill Lynch Trust Company May 2002 - June 2003
State of NJ Office of Management and Budget April 2001 - March 2002
Guardian Trust Company, FSB May 1999 - April 2001
MetLife Trust Company, N.A. August 1997 - May 1999
Begley, Begley & Bookbinder, P.C. April 1995 - August 1997
Princeton Bank and Trust Company July 1991 - April 1995
Skills
Wealth Management, Wealth, Estate Administration, Financial Advisory, Management, Trusts, Investments, Estate Planning
Education
Rider University 1994 — 1997
M.B.A.
Rider University 1987 — 1991
B.S., Finance
American Bankers Association Certified Trust Financial Advisor Exam Self Study Series
CTFA Candidate
Elizabeth Williams Elizabeth Williams's Merrill Lynch Trust Company Experience January 1996 - August 2002
Job Managing Member at Williams Financial & Fiduciary Services, LLC
Industry Financial Services
Experience
Fisher, Tousey, Leas & Ball, P.A. January 2010 - Present
Williams Financial & Fiduciary Services, LLC November 2009 - Present
Regions Morgan Keegan Trust, Regions Bank September 2002 - September 2009
Merrill Lynch Trust Company January 1996 - August 2002
First Union National Bank of Florida, Jacksonville, FL January 1990 - December 1995
Florida National Banks of Florida, Inc., Jacksonville, FL December 1984 - January 1990
National Bank of Georgia May 1981 - December 1984
Skills
Trust Services, Estate Planning, Asset Managment, Estate Tax Planning, High Net Worth..., Trusts, Strategic Financial..., Asset Management, Investments, Guardianship, Investment Management, Estate Administration, Financial Analysis, Finance, Accounting, Financial Planning, Banking
Education
Georgia State University 1983 — 1984
Accounting
University of Florida 1976 — 1980
BA, French
Fisher, Tousey, Leas & Ball, P.A. January 2010 - Present
Williams Financial & Fiduciary Services, LLC November 2009 - Present
Regions Morgan Keegan Trust, Regions Bank September 2002 - September 2009
Merrill Lynch Trust Company January 1996 - August 2002
First Union National Bank of Florida, Jacksonville, FL January 1990 - December 1995
Florida National Banks of Florida, Inc., Jacksonville, FL December 1984 - January 1990
National Bank of Georgia May 1981 - December 1984
Skills
Trust Services, Estate Planning, Asset Managment, Estate Tax Planning, High Net Worth..., Trusts, Strategic Financial..., Asset Management, Investments, Guardianship, Investment Management, Estate Administration, Financial Analysis, Finance, Accounting, Financial Planning, Banking
Education
Georgia State University 1983 — 1984
Accounting
University of Florida 1976 — 1980
BA, French
Kevin G. Mahony Kevin G. Mahony's Merrill Lynch Trust Company Experience September 1993 - January 2002
Job First Vice President Wealth Management /Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch February 2002 - December 2008
Merrill Lynch Trust Company September 1993 - January 2002
Midlantic National Bank July 1989 - September 1993
Manufacturers Hanover Trust March 1983 - June 1989
Skills
Wealth Management, Asset Allocation, Series 7, Asset Management, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Alternative Investments
Education
Adelphi University 1981 — 1983
BBA, Finance
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch February 2002 - December 2008
Merrill Lynch Trust Company September 1993 - January 2002
Midlantic National Bank July 1989 - September 1993
Manufacturers Hanover Trust March 1983 - June 1989
Skills
Wealth Management, Asset Allocation, Series 7, Asset Management, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Alternative Investments
Education
Adelphi University 1981 — 1983
BBA, Finance
Cynthia Killion Cynthia Killion's Merrill Lynch Trust Company Experience March 1994 - September 2008
Job Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Morgan Stanley Private Wealth Management December 2013 - March 2014
Barclays Investment Bank May 2012 - October 2013
Bank of America April 2010 - October 2011
Bank of America April 2010 - August 2010
Merrill Lynch Trust Company March 1994 - September 2008
Ogden Corporation February 1984 - December 1989
E.F. Hutton, Inc January 1983 - February 1984
Skills
Securities, Corporate Governance, Asset Managment, Corporate Law, Series 7, Risk Management, Wealth Management, Trust Services, Corporate Finance, Financial Services, Mergers, Equities, Public Speaking, Investments, Financial Risk, Change Management, Mergers & Acquisitions, Management, Due Diligence, Asset Management
Education
Bowling Green State University
BA, Business Administration
Brown Brothers Harriman August 2014 - Present
Morgan Stanley Private Wealth Management December 2013 - March 2014
Barclays Investment Bank May 2012 - October 2013
Bank of America April 2010 - October 2011
Bank of America April 2010 - August 2010
Merrill Lynch Trust Company March 1994 - September 2008
Ogden Corporation February 1984 - December 1989
E.F. Hutton, Inc January 1983 - February 1984
Skills
Securities, Corporate Governance, Asset Managment, Corporate Law, Series 7, Risk Management, Wealth Management, Trust Services, Corporate Finance, Financial Services, Mergers, Equities, Public Speaking, Investments, Financial Risk, Change Management, Mergers & Acquisitions, Management, Due Diligence, Asset Management
Education
Bowling Green State University
BA, Business Administration
Paul W. Weigel Paul W. Weigel's Merrill Lynch Trust Company Experience 1998 - 2002
Job Managing Director / Regional Trust Executive U.S. Trust
Industry Financial Services
Experience
U.S. Trust 2002 - Present
Merrill Lynch Trust Company 1998 - 2002
Barnett Banks Trust Company 1991 - 1998
Southeast Bank 1981 - 1991
Skills
Wealth Management, Wealth Management..., Financial Advisory, Estate Planning, Asset Allocation, Asset Management, High Net Worth..., Trusts, Fiduciary Services, Private Banking, Investment Advisory, Fiduciary, Investments, Trust Services, Certified Financial..., Financial Planning, Finance, Portfolio Management
Education
University of South Florida - College of Business Administration
Finance
U.S. Trust 2002 - Present
Merrill Lynch Trust Company 1998 - 2002
Barnett Banks Trust Company 1991 - 1998
Southeast Bank 1981 - 1991
Skills
Wealth Management, Wealth Management..., Financial Advisory, Estate Planning, Asset Allocation, Asset Management, High Net Worth..., Trusts, Fiduciary Services, Private Banking, Investment Advisory, Fiduciary, Investments, Trust Services, Certified Financial..., Financial Planning, Finance, Portfolio Management
Education
University of South Florida - College of Business Administration
Finance
Gina Southgate Gina Southgate's Merrill Lynch Trust Company Experience June 2002 - Present
Job Vice President & Senior Trust Officer at Merrill Lynch Trust Company
Industry Investment Management
Experience
Merrill Lynch Trust Company June 2002 - Present
Union Bank of California January 1993 - December 2001
Skills
Wealth Management, Investment Management, Trust Services, High Net Worth..., Asset Allocation
Education
Bemidji State University 1970 — 1974
BA, Education
Merrill Lynch Trust Company June 2002 - Present
Union Bank of California January 1993 - December 2001
Skills
Wealth Management, Investment Management, Trust Services, High Net Worth..., Asset Allocation
Education
Bemidji State University 1970 — 1974
BA, Education
Joel Penchina Joel Penchina's Merrill Lynch Trust Company Experience 1996 - 2004
Job VP at Morgan Stanley Private Banking Group
Industry Legal Services
Experience
Morgan Stanley Private Banking Group March 2012 - Present
Penn Technology Resources January 2007 - December 2011
Merrill Lynch Trust Company 1996 - 2004
Skills
Strategic Planning, Team Building, Process Improvement, Banking, Change Management, Vendor Management, Management, Risk Management, Customer Service, Solution Selling, Contract Negotiation, Project Management, Business Development, Strategy, Management Consulting
Education
Cannon Financial Institute 1998 — 1999
Touro College Jacob D. Fuchsberg Law Center 1990 — 1993
JD
Morgan Stanley Private Banking Group March 2012 - Present
Penn Technology Resources January 2007 - December 2011
Merrill Lynch Trust Company 1996 - 2004
Skills
Strategic Planning, Team Building, Process Improvement, Banking, Change Management, Vendor Management, Management, Risk Management, Customer Service, Solution Selling, Contract Negotiation, Project Management, Business Development, Strategy, Management Consulting
Education
Cannon Financial Institute 1998 — 1999
Touro College Jacob D. Fuchsberg Law Center 1990 — 1993
JD
Jill Petrunis Heffernan Jill Petrunis Heffernan's Merrill Lynch Trust Company Experience July 2006 - Present
Job AVP at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch Trust Company July 2006 - Present
Ziblets Photography April 2006 - Present
Merrill Lynch Trust Company September 2001 - July 2006
Merrill Lynch Trust Company/TPG September 1997 - September 2001
Merrill Lynch Group Employee Services January 1997 - September 1997
Merrill Lynch Trust Company January 1991 - January 1997
Merrill Lynch April 1990 - January 1991
Skills
Business Analysis, Risk Management, Business Requirements, Project Management, Data Analysis, Data Mining, Technical Writing, User Guide Creation, SQL, Microsoft Excel, Microsoft Office, SQL Report Writing, Graphic Design, Digital Photography, Team Leadership, Individualized..., Troubleshooting, Databases, Process Improvement, Program Management, Financial Services, Management, Access, Analysis, Portfolio Management, Testing
Education
Rutgers University-New Brunswick 1985 — 1990
Bachelor, English
Merrill Lynch Trust Company July 2006 - Present
Ziblets Photography April 2006 - Present
Merrill Lynch Trust Company September 2001 - July 2006
Merrill Lynch Trust Company/TPG September 1997 - September 2001
Merrill Lynch Group Employee Services January 1997 - September 1997
Merrill Lynch Trust Company January 1991 - January 1997
Merrill Lynch April 1990 - January 1991
Skills
Business Analysis, Risk Management, Business Requirements, Project Management, Data Analysis, Data Mining, Technical Writing, User Guide Creation, SQL, Microsoft Excel, Microsoft Office, SQL Report Writing, Graphic Design, Digital Photography, Team Leadership, Individualized..., Troubleshooting, Databases, Process Improvement, Program Management, Financial Services, Management, Access, Analysis, Portfolio Management, Testing
Education
Rutgers University-New Brunswick 1985 — 1990
Bachelor, English
Tanyia Rebeck Tanyia Rebeck's Merrill Lynch Trust Company Experience 2007 - Present
Job Personal Assistant
Industry Financial Services
Experience
Merrill Lynch Trust Company 2007 - Present
Merrill Lynch January 1991 - May 2007
Private Family 2003 - April 2007
TJ's January 1986 - January 1988
Skills
Customer Satisfaction, Human Resources, Administrative..., Microsoft Excel, Management, Budgets, Teamwork, Account Management, Account Reconciliation, Hospitality, Healthcare
Education
Middlesex County College
Liberal Arts
Middlesex County College
Liberal Arts studies
Merrill Lynch Trust Company 2007 - Present
Merrill Lynch January 1991 - May 2007
Private Family 2003 - April 2007
TJ's January 1986 - January 1988
Skills
Customer Satisfaction, Human Resources, Administrative..., Microsoft Excel, Management, Budgets, Teamwork, Account Management, Account Reconciliation, Hospitality, Healthcare
Education
Middlesex County College
Liberal Arts
Middlesex County College
Liberal Arts studies
Mark Zener Mark Zener's Merrill Lynch Trust Company Experience 1999 - 2000
Job CFO Chief Financial Officer at First Trace Inc
Industry Financial Services
Experience
First Trace Inc August 2011 - Present
Equitunity Funds Mgmt. Co., LLC December 2009 - Present
Aztore Capital December 2009 - Present
Northern Trust May 2007 - July 2010
Morgan Stanley Trust 2002 - 2007
Prudential Bank and Trust Company 2000 - 2002
Merrill Lynch Trust Company 1999 - 2000
Firstar Trust Company 1989 - 1999
Mark E. Zener Consulting January 1988 - January 1989
Western Savings and Loan January 1985 - January 1988
Skills
Private Placements, China Business..., Private Equity, Intercultural..., Complex Data Management, Workflow Solutions, Document Management, Enterprise Software
Education
Nova Southeastern University 1986 — 1997
Doctor, Business Administration
Boise State University 1977 — 1979
MBA, Masters, Business Administration; Finance emphasis
Idaho State University 1967 — 1972
BA, Bachelors of Arts, Political Science - Pre
First Trace Inc August 2011 - Present
Equitunity Funds Mgmt. Co., LLC December 2009 - Present
Aztore Capital December 2009 - Present
Northern Trust May 2007 - July 2010
Morgan Stanley Trust 2002 - 2007
Prudential Bank and Trust Company 2000 - 2002
Merrill Lynch Trust Company 1999 - 2000
Firstar Trust Company 1989 - 1999
Mark E. Zener Consulting January 1988 - January 1989
Western Savings and Loan January 1985 - January 1988
Skills
Private Placements, China Business..., Private Equity, Intercultural..., Complex Data Management, Workflow Solutions, Document Management, Enterprise Software
Education
Nova Southeastern University 1986 — 1997
Doctor, Business Administration
Boise State University 1977 — 1979
MBA, Masters, Business Administration; Finance emphasis
Idaho State University 1967 — 1972
BA, Bachelors of Arts, Political Science - Pre
Kevin Lawler Kevin Lawler's Merrill Lynch Trust Company Experience February 1995 - October 2004
Job Partner at Integrated Plan Designs
Industry Insurance
Experience
Integrated Plan Designs Regional Managing DirectorPhoenix Life Insurance Company20062004 - 2008
Merrill Lynch Trust Company February 1995 - October 2004
Merrill Lynch Trust Company 1995 - 2004
Education
Clarkson University 1976 — 1981
BS, Accounting and Law
Integrated Plan Designs Regional Managing DirectorPhoenix Life Insurance Company20062004 - 2008
Merrill Lynch Trust Company February 1995 - October 2004
Merrill Lynch Trust Company 1995 - 2004
Education
Clarkson University 1976 — 1981
BS, Accounting and Law
Eli Poupko's Merrill Lynch Trust Company Experience August 2011 - Present
Job Trust Officer at Merrill Lynch Trust Company
Industry Financial Services
Experience
Merrill Lynch Trust Company August 2011 - Present
Farber Rosen & Kaufman, PC April 2010 - April 2011
Nassau County Matrimonial Center August 2009 - December 2009
Fein & Associates March 2007 - August 2008
Skills
Legal Writing, Mediation, Litigation, Corporate Law, Family Law, Trusts, Translation, Estate Planning, Investments, Wills, Trials, Tax, Commercial Litigation, Westlaw, Finance
Education
New York University School of Law 2013 — 2015
Master of Laws (LLM), Taxation
Saint John's University School of Law 2008 — 2011
J.D., Law
Touro College 2008 — 2011
BA, Political Science
Merrill Lynch Trust Company August 2011 - Present
Farber Rosen & Kaufman, PC April 2010 - April 2011
Nassau County Matrimonial Center August 2009 - December 2009
Fein & Associates March 2007 - August 2008
Skills
Legal Writing, Mediation, Litigation, Corporate Law, Family Law, Trusts, Translation, Estate Planning, Investments, Wills, Trials, Tax, Commercial Litigation, Westlaw, Finance
Education
New York University School of Law 2013 — 2015
Master of Laws (LLM), Taxation
Saint John's University School of Law 2008 — 2011
J.D., Law
Touro College 2008 — 2011
BA, Political Science
Carol Alesi Carol Alesi's Merrill Lynch Trust Company Experience May 2005 - July 2008
Job SVP, Senior Director of Private Client Services at First NIagara Bank, N.A.
Industry Financial Services
Experience
First NIagara Bank, N.A. December 2014 - Present
First Niagara Bank, N.A. September 2010 - December 2014
Merrill Lynch Trust Company May 2005 - July 2008
Merrill Lynch Trust Company September 2002 - May 2005
Merrill Lynch Trust Company July 2001 - September 2002
Merrill Lynch Trust Company April 2000 - July 2001
Wachovia Bank April 1986 - March 2000
Philanthropic Development Council, Inc. June 1983 - December 1985
Skills
Leadership, Wealth Management
Education
Holy Family University
B.A., Management and Marketing, Magna Cum Laude
First NIagara Bank, N.A. December 2014 - Present
First Niagara Bank, N.A. September 2010 - December 2014
Merrill Lynch Trust Company May 2005 - July 2008
Merrill Lynch Trust Company September 2002 - May 2005
Merrill Lynch Trust Company July 2001 - September 2002
Merrill Lynch Trust Company April 2000 - July 2001
Wachovia Bank April 1986 - March 2000
Philanthropic Development Council, Inc. June 1983 - December 1985
Skills
Leadership, Wealth Management
Education
Holy Family University
B.A., Management and Marketing, Magna Cum Laude
Andrea Procopio Andrea Procopio's Merrill Lynch Trust Company Experience January 1995 - June 2012
Job Philanthropic Officer U.S.Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management July 2012 - Present
Merrill Lynch Trust Company January 1995 - June 2012
Merrill Lynch Asset Management March 1991 - December 1994
Skills
Wealth Management, Investment Banking, Legal Administration, Sales Coordination, Writing, People-oriented, Communication Skills, Asset Managment, Computer Proficiency, Trust Management, Grant Administration, Mutual Funds and..., Asset Management, Wealth Management..., Philanthropy, High Net Worth..., Investment Management, Investment Advisory, Estate Planning, Tax, Banking, Charities, Financial Services, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School
U.S. Trust, Bank of America Private Wealth Management July 2012 - Present
Merrill Lynch Trust Company January 1995 - June 2012
Merrill Lynch Asset Management March 1991 - December 1994
Skills
Wealth Management, Investment Banking, Legal Administration, Sales Coordination, Writing, People-oriented, Communication Skills, Asset Managment, Computer Proficiency, Trust Management, Grant Administration, Mutual Funds and..., Asset Management, Wealth Management..., Philanthropy, High Net Worth..., Investment Management, Investment Advisory, Estate Planning, Tax, Banking, Charities, Financial Services, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Timothy Paul Timothy Paul's Merrill Lynch Trust Company Experience June 1993 - February 1996
Job Trust and Fiduciary Specialist
Industry Financial Services
Experience
Goldman Sachs Trust Company August 2003 - Present
Citigroup Trust March 2001 - May 2003
Citi Trust [originally Smith Barney Private Trust Company] February 1996 - March 2001
Merrill Lynch Trust Company June 1993 - February 1996
Chemical Bank 1984 - 1991
Skills
Trusts, Investments, Trust Services, Tax, Banking, Wealth Management, Financial Services, Asset Management, Hedge Funds, High Net Worth..., Financial Risk, Estate Planning, Capital Markets, Internal Audit, Asset Allocation, Private Equity, Due Diligence, Private Banking, Securities, Fiduciary, Fiduciary Management, Corporate Governance, Corporate Law, Mergers & Acquisitions, Investment Advisory, Investment Management, Portfolio Management, Fixed Income, Equities
Education
Syracuse University 1981 — 1984
JD, Law
Columbia University in the City of New York 1977 — 1981
B.A., International Politics
Kent State University 1974 — 1975
B.A., Political Science
Goldman Sachs Trust Company August 2003 - Present
Citigroup Trust March 2001 - May 2003
Citi Trust [originally Smith Barney Private Trust Company] February 1996 - March 2001
Merrill Lynch Trust Company June 1993 - February 1996
Chemical Bank 1984 - 1991
Skills
Trusts, Investments, Trust Services, Tax, Banking, Wealth Management, Financial Services, Asset Management, Hedge Funds, High Net Worth..., Financial Risk, Estate Planning, Capital Markets, Internal Audit, Asset Allocation, Private Equity, Due Diligence, Private Banking, Securities, Fiduciary, Fiduciary Management, Corporate Governance, Corporate Law, Mergers & Acquisitions, Investment Advisory, Investment Management, Portfolio Management, Fixed Income, Equities
Education
Syracuse University 1981 — 1984
JD, Law
Columbia University in the City of New York 1977 — 1981
B.A., International Politics
Kent State University 1974 — 1975
B.A., Political Science
Mark J Smith Mark J Smith's Merrill Lynch Trust Company Experience July 1997 - February 2002
Job Personal & Philanthropic Trust Management
Industry Financial Services
Experience
JPS Foundation October 2014 - June 2015
U.S. Trust, Bank of America Private Wealth Management September 2008 - June 2014
U.S. Trust, Bank of America Private Wealth Management May 2005 - September 2008
Heritage National Bank (Bank was sold in 2005 and is now BBVA Compass Bank) February 2002 - April 2005
Merrill Lynch Trust Company July 1997 - February 2002
NationsBank of Texas (formerly NCNB Texas) December 1989 - July 1997
Texas Commerce Bank - Arlington November 1985 - December 1989
American Trust Company of Hawaii (Currently Bank of Hawaii) July 1981 - September 1985
Education
University of Hawaii at Manoa 1978 — 1981
Master's Degree, Agricultural Economics
University of Delaware 1974 — 1978
Bachelor's Degree, Agricultural and Resource Management
JPS Foundation October 2014 - June 2015
U.S. Trust, Bank of America Private Wealth Management September 2008 - June 2014
U.S. Trust, Bank of America Private Wealth Management May 2005 - September 2008
Heritage National Bank (Bank was sold in 2005 and is now BBVA Compass Bank) February 2002 - April 2005
Merrill Lynch Trust Company July 1997 - February 2002
NationsBank of Texas (formerly NCNB Texas) December 1989 - July 1997
Texas Commerce Bank - Arlington November 1985 - December 1989
American Trust Company of Hawaii (Currently Bank of Hawaii) July 1981 - September 1985
Education
University of Hawaii at Manoa 1978 — 1981
Master's Degree, Agricultural Economics
University of Delaware 1974 — 1978
Bachelor's Degree, Agricultural and Resource Management
James J. Okamura,CFA,CFP,AWMA James J. Okamura,CFA,CFP,AWMA's Merrill Lynch Trust Company Experience 1992 - 1997
Job President and Chief Investment Officer at First State Trust Company
Industry Financial Services
Experience
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
David Conover David Conover's Merrill Lynch Trust Company Experience 1988 - 1992
Job President & CEO EverBank Wealth Management and EverTrade Direct Brokerage
Industry Financial Services
Experience
EverBank Wealth Management and EverTrade Direct Brokerage 2010 - Present
EverBank Advisor Services 2004 - Present
Merrill Lynch 1992 - 2003
Merrill Lynch Trust Company 1988 - 1992
First Fidelity Bank 1978 - 1987
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Banking, Equities, Mutual Funds, Asset Managment, Securities, Fixed Income, Credit, Lending, Series 66, Series 8, Estate and Financial..., Brokerage, Commercial Banking, Asset Management, FINRA, Loans, Credit Risk, Retail Banking, Structured Finance, Financial Services, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Investment Banking, Financial Modeling, Hedge Funds, Risk Management, Loan Origination, Private Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Trading, Financial Markets, Retirement Planning, Derivatives, Financial Risk, Uniform Combined State..., Relationship Management, Bonds, Financial Analysis, Capital Markets, Strategic Financial..., Finance
Education
Rider University 1974 — 1978
BS
ABA National Graduate Trust School 1981 — 1983
Monmouth University 1979 — 1980
EverBank Wealth Management and EverTrade Direct Brokerage 2010 - Present
EverBank Advisor Services 2004 - Present
Merrill Lynch 1992 - 2003
Merrill Lynch Trust Company 1988 - 1992
First Fidelity Bank 1978 - 1987
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Banking, Equities, Mutual Funds, Asset Managment, Securities, Fixed Income, Credit, Lending, Series 66, Series 8, Estate and Financial..., Brokerage, Commercial Banking, Asset Management, FINRA, Loans, Credit Risk, Retail Banking, Structured Finance, Financial Services, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Investment Banking, Financial Modeling, Hedge Funds, Risk Management, Loan Origination, Private Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Trading, Financial Markets, Retirement Planning, Derivatives, Financial Risk, Uniform Combined State..., Relationship Management, Bonds, Financial Analysis, Capital Markets, Strategic Financial..., Finance
Education
Rider University 1974 — 1978
BS
ABA National Graduate Trust School 1981 — 1983
Monmouth University 1979 — 1980
Patrick S. Ugolini, CFA, CAIA Patrick S. Ugolini, CFA, CAIA's Merrill Lynch Trust Company Experience 2012 - 2014
Job Alternative Investments at U.S. Trust
Industry Financial Services
Experience
U.S. Trust Bank of America Private Wealth Management 2014 - Present
Merrill Lynch Trust Company 2012 - 2014
U.S. Trust Bank of America Private Wealth Management 2010 - 2012
EquiSearch Inc. 2007 - 2009
Skills
Alternative Investments, Investments, Equities, Fixed Income, Business Development, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Bloomberg, Hedge Funds, Investment Strategies, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business 2012 — 2014
MBA, Finance
McGill University 2000 — 2004
BA, Economics, Political Science
Georgetown Preparatory School 1996 — 2000
U.S. Trust Bank of America Private Wealth Management 2014 - Present
Merrill Lynch Trust Company 2012 - 2014
U.S. Trust Bank of America Private Wealth Management 2010 - 2012
EquiSearch Inc. 2007 - 2009
Skills
Alternative Investments, Investments, Equities, Fixed Income, Business Development, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Bloomberg, Hedge Funds, Investment Strategies, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business 2012 — 2014
MBA, Finance
McGill University 2000 — 2004
BA, Economics, Political Science
Georgetown Preparatory School 1996 — 2000
Hank DesJardins Hank DesJardins's Merrill Lynch Trust Company Experience 1998 - 2000
Job Sr. Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2000 - Present
Merrill Lynch Trust Company 1998 - 2000
US Bank 1994 - 1998
Boatmen's Trust Company/NationsBank 1990 - 1994
Skills
Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management, Investments, Investment Advisory, Equities, High Net Worth..., Private Banking, Series 7, Mutual Funds, Wealth Management...
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1990
BBA, Business
Wells Fargo Private Bank 2000 - Present
Merrill Lynch Trust Company 1998 - 2000
US Bank 1994 - 1998
Boatmen's Trust Company/NationsBank 1990 - 1994
Skills
Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management, Investments, Investment Advisory, Equities, High Net Worth..., Private Banking, Series 7, Mutual Funds, Wealth Management...
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1990
BBA, Business
Jarrett Plantarich Jarrett Plantarich's Merrill Lynch Trust Company Experience May 2011 - December 2014
Job Project Analyst at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
Merrill Lynch Trust Company May 2011 - December 2014
Merrill Lynch October 2008 - June 2011
Bio-Imaging Technologies, Inc. July 2008 - October 2008
Skills
Business Process..., Risk Management, Team Leadership, Self-driven, Analytical Skills, Innovative Problem..., Solutions Driven, Microsoft Excel, MS Excel Pivot Tables, Operations Management, Program Management, CRM
Education
Temple University
Master of Health Informatics, Health Informatics
York College of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
York College of Pennsylvania
Bachelor of Science, Business Administration, Management/Human Resources
Bank of America December 2014 - Present
Merrill Lynch Trust Company May 2011 - December 2014
Merrill Lynch October 2008 - June 2011
Bio-Imaging Technologies, Inc. July 2008 - October 2008
Skills
Business Process..., Risk Management, Team Leadership, Self-driven, Analytical Skills, Innovative Problem..., Solutions Driven, Microsoft Excel, MS Excel Pivot Tables, Operations Management, Program Management, CRM
Education
Temple University
Master of Health Informatics, Health Informatics
York College of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
York College of Pennsylvania
Bachelor of Science, Business Administration, Management/Human Resources
Lcda. Tere Mercado-Vizcarrondo's Merrill Lynch Trust Company Experience 2010 - Present
Job Lawyer Notary Public
Industry Law Practice
Experience
Civil Rights Commission 2012 - Present
Merrill Lynch Trust Company 2010 - Present
Corporación del Fondo del Seguro del Estado 2009 - Present
Junta de Síndicos de los Sistemas de Retiro de la UPR 2005 - Present
Mercado, Soto, Ronda, Amundaray & Pascual, PSC 1991 - Present
Junta de Síndicos de los Sistemas de Retiro de Empleados del Gobierno y la Judicatura 1998 - 2002
Skills
Civil Litigation, Commercial Litigation, Corporate Law, Mediation, Employment Law, Family Law
Education
Inter-American University of Puerto Rico-School of Law 1986 — 1990
Juris Doctor, Law
Boston College 1982 — 1986
Bachelor of Science (B.S.), Psychology
Academia del Perpetuo Socorro 1970 — 1982
Civil Rights Commission 2012 - Present
Merrill Lynch Trust Company 2010 - Present
Corporación del Fondo del Seguro del Estado 2009 - Present
Junta de Síndicos de los Sistemas de Retiro de la UPR 2005 - Present
Mercado, Soto, Ronda, Amundaray & Pascual, PSC 1991 - Present
Junta de Síndicos de los Sistemas de Retiro de Empleados del Gobierno y la Judicatura 1998 - 2002
Skills
Civil Litigation, Commercial Litigation, Corporate Law, Mediation, Employment Law, Family Law
Education
Inter-American University of Puerto Rico-School of Law 1986 — 1990
Juris Doctor, Law
Boston College 1982 — 1986
Bachelor of Science (B.S.), Psychology
Academia del Perpetuo Socorro 1970 — 1982
Lisa Rossello's Merrill Lynch Trust Company Experience 1999 - 2002
Job Hebrew Teacher at Temple Sholom of Scotch Plains/Fanwood, NJ
Industry Health, Wellness and Fitness
Experience
Temple Sholom of Scotch Plains/Fanwood, NJ 2015 - Present
Walgreens 2014 - 2015
Temple Sholom of Scotch Plains/Fanwood, NJ 2013 - May 2014
CGI Racing 2013 - 2013
Merrill Lynch Trust Company 1999 - 2002
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1995 - 1996
Rutgers Preparatory School 1993 - 1995
Skills
Health Promotion, Health Program Planning, Event Planning, Marketing Event Planning, Wellness, Fitness, Nutrition, Lifestyle, Communication, Superior Client Service, Coaching, Public Speaking, Fundraising, Program Development, Nonprofits
Education
University of Medicine and Dentistry of New Jersey - School of Public Health 2006 — 2009
MPH, Health Education / Behavioral Science
Rutgers University-New Brunswick 1984 — 1988
BA, Communication / Psychology
Temple Sholom of Scotch Plains/Fanwood, NJ 2015 - Present
Walgreens 2014 - 2015
Temple Sholom of Scotch Plains/Fanwood, NJ 2013 - May 2014
CGI Racing 2013 - 2013
Merrill Lynch Trust Company 1999 - 2002
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1995 - 1996
Rutgers Preparatory School 1993 - 1995
Skills
Health Promotion, Health Program Planning, Event Planning, Marketing Event Planning, Wellness, Fitness, Nutrition, Lifestyle, Communication, Superior Client Service, Coaching, Public Speaking, Fundraising, Program Development, Nonprofits
Education
University of Medicine and Dentistry of New Jersey - School of Public Health 2006 — 2009
MPH, Health Education / Behavioral Science
Rutgers University-New Brunswick 1984 — 1988
BA, Communication / Psychology
Coree Lising Coree Lising's Merrill Lynch Trust Company Experience May 2014 - Present
Job *
Industry Financial Services
Experience
Merrill Lynch Trust Company May 2014 - Present
E.A. Smith YMCA September 2013 - Present
Bank of America February 2010 - May 2014
PricewaterhouseCoopers LLP January 2007 - August 2009
Perry Homes September 2003 - March 2007
Tidal Electrical Distributors September 2001 - January 2007
H&R Block November 2003 - April 2004
Education
University of Houston-Clear Lake 2004 — 2006
Bachelor, Accounting and Finance
Merrill Lynch Trust Company May 2014 - Present
E.A. Smith YMCA September 2013 - Present
Bank of America February 2010 - May 2014
PricewaterhouseCoopers LLP January 2007 - August 2009
Perry Homes September 2003 - March 2007
Tidal Electrical Distributors September 2001 - January 2007
H&R Block November 2003 - April 2004
Education
University of Houston-Clear Lake 2004 — 2006
Bachelor, Accounting and Finance
Melanie Robertson Melanie Robertson's Merrill Lynch Trust Company Experience June 2002 - November 2010
Job Marketing and Purchasing at Ratliff Companies
Industry Commercial Real Estate
Experience
Ratliff Companies May 2014 - Present
Wilson's Office Interiors September 2012 - May 2014
Workplace Solutions November 2010 - September 2012
Merrill Lynch Trust Company June 2002 - November 2010
Skills
New Business Development, Series 7, Estate Planning, Retirement Planning, Management, Sales, Sales Operations, Project Management, Investments, Wealth Management, Mutual Funds, Financial Analysis, Finance, 401k, Investment Advisory, Banking, Alternative Investments, Relationship Management, Brokerage, Real Estate, Financial Advisory, Securities, Wealth Management...
Education
University of North Texas
Marketing
Ratliff Companies May 2014 - Present
Wilson's Office Interiors September 2012 - May 2014
Workplace Solutions November 2010 - September 2012
Merrill Lynch Trust Company June 2002 - November 2010
Skills
New Business Development, Series 7, Estate Planning, Retirement Planning, Management, Sales, Sales Operations, Project Management, Investments, Wealth Management, Mutual Funds, Financial Analysis, Finance, 401k, Investment Advisory, Banking, Alternative Investments, Relationship Management, Brokerage, Real Estate, Financial Advisory, Securities, Wealth Management...
Education
University of North Texas
Marketing
Brett Eisenberg Brett Eisenberg's Merrill Lynch Trust Company Experience May 2004 - August 2004
Job Executive Director at Bronx Independent Living Services
Industry Nonprofit Organization Management
Experience
Bronx Independent Living Services March 2009 - Present
National Business and Disability Council May 2008 - March 2009
AIG April 2007 - May 2008
AIG June 2006 - March 2007
Merrill Lynch Trust Company May 2004 - August 2004
Merrill Lynch May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Merrill Lynch May 1999 - August 1999
Skills
Facilitators, Public Speaking, Policy, Fundraising, Non-profits, Strategic Planning, Organizational..., Insurance, Leadership Development, Nonprofits, Community Outreach, Leadership, Government, Grant Writing, Public Policy, Program Development, Volunteer Management, Policy Analysis, Budgets, Strategy, Program Management, Recruiting, Analysis, Facilitation, Human Resources, Management, Proposal Writing, Time Management, Workshop Facilitation, Staff Development, Customer Service, Training, Event Planning, Community Development
Education
Nova Southeastern University 2004 — 2005
Bachelors of Science Degree, Accounting and Management
Baruch College, City University of New York (CUNY) 2001 — 2002
Management
Adelphi University 1999 — 2001
Accounting and Economics
Henry Viscardi School 1986 — 1999
Bronx Independent Living Services March 2009 - Present
National Business and Disability Council May 2008 - March 2009
AIG April 2007 - May 2008
AIG June 2006 - March 2007
Merrill Lynch Trust Company May 2004 - August 2004
Merrill Lynch May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Merrill Lynch May 1999 - August 1999
Skills
Facilitators, Public Speaking, Policy, Fundraising, Non-profits, Strategic Planning, Organizational..., Insurance, Leadership Development, Nonprofits, Community Outreach, Leadership, Government, Grant Writing, Public Policy, Program Development, Volunteer Management, Policy Analysis, Budgets, Strategy, Program Management, Recruiting, Analysis, Facilitation, Human Resources, Management, Proposal Writing, Time Management, Workshop Facilitation, Staff Development, Customer Service, Training, Event Planning, Community Development
Education
Nova Southeastern University 2004 — 2005
Bachelors of Science Degree, Accounting and Management
Baruch College, City University of New York (CUNY) 2001 — 2002
Management
Adelphi University 1999 — 2001
Accounting and Economics
Henry Viscardi School 1986 — 1999
Michael Aromando Michael Aromando's Merrill Lynch Trust Company Experience August 2007 - December 2009
Job Senior Custody Associate at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2014 - Present
Bank of America, U.S. Trust November 2012 - May 2014
Bank of America Merrill Lynch June 2011 - November 2012
Bank of America Merrill Lynch December 2009 - June 2011
Merrill Lynch Trust Company August 2007 - December 2009
Grey Healthcare Group January 2006 - August 2007
Commmerce Bank 2005 - 2006
Skills
Account Management, Account Reconciliation, Writing, Editing, Operations Management, Project Management, Risk Management, Financial Services
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Management
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Law and Justice
Roselle Catholic High School 1996 — 2000
Bessemer Trust May 2014 - Present
Bank of America, U.S. Trust November 2012 - May 2014
Bank of America Merrill Lynch June 2011 - November 2012
Bank of America Merrill Lynch December 2009 - June 2011
Merrill Lynch Trust Company August 2007 - December 2009
Grey Healthcare Group January 2006 - August 2007
Commmerce Bank 2005 - 2006
Skills
Account Management, Account Reconciliation, Writing, Editing, Operations Management, Project Management, Risk Management, Financial Services
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Management
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Law and Justice
Roselle Catholic High School 1996 — 2000
Jacob K. Jacob K.'s Merrill Lynch Trust Company Experience 2001 - 2004
Job Language Arts and Social Studies Middle School Teacher at Albert Sion Mizrachi Elementary School
Industry Education Management
Experience
Homeschool Teacher September 2014 - Present
Congregation Sephardic 2004 - Present
Albert Sion Mizrachi Elementary School September 2014 - Present
Source4Teachers 2013 - 2014
RPRY Day School 2004 - 2014
Moses Aaron High School 2004 - 2004
Merrill Lynch Trust Company 2001 - 2004
Immigration Trainer 1996 - 1997
Pine Brook J.C. 1983 - 1993
Education
YPS College 2002 — 2006
Doctorate of Divinity, Religion/Religious Studies
Villanova University School of Law 1998 — 1999
Master's degree, Taxation
The New York Law School 1993 — 1996
Doctor of Law (JD), Law
Montclair State University 1990 — 1993
Bachelor of Arts (BA), History
Homeschool Teacher September 2014 - Present
Congregation Sephardic 2004 - Present
Albert Sion Mizrachi Elementary School September 2014 - Present
Source4Teachers 2013 - 2014
RPRY Day School 2004 - 2014
Moses Aaron High School 2004 - 2004
Merrill Lynch Trust Company 2001 - 2004
Immigration Trainer 1996 - 1997
Pine Brook J.C. 1983 - 1993
Education
YPS College 2002 — 2006
Doctorate of Divinity, Religion/Religious Studies
Villanova University School of Law 1998 — 1999
Master's degree, Taxation
The New York Law School 1993 — 1996
Doctor of Law (JD), Law
Montclair State University 1990 — 1993
Bachelor of Arts (BA), History
Patricia Pelfrey Patricia Pelfrey's Merrill Lynch Trust Company Experience August 1998 - September 2003
Job Portfolio Oversight Manager at USTrust/Merrill Lynch
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management December 2013 - Present
Certified Fiduciary Services, Inc. December 2012 - December 2013
US Trust, Bank of America Private Wealth Management March 2008 - May 2011
Northern Trust May 2006 - August 2007
Merrill Lynch September 2003 - May 2006
Merrill Lynch Trust Company August 1998 - September 2003
Sole Practitioner January 1989 - January 1998
Skills
Wealth Management, Estate Planning, Asset Managment, Wealth Management..., Trust Services, High Net Worth..., Private Banking, Trusts
Education
Brigham Young University 1976 — 1979
Juris Doctor, Law
Arizona State University 1974 — 1976
Bachelor of Arts (B.A.), Psychology
U.S. Trust, Bank of America Private Wealth Management December 2013 - Present
Certified Fiduciary Services, Inc. December 2012 - December 2013
US Trust, Bank of America Private Wealth Management March 2008 - May 2011
Northern Trust May 2006 - August 2007
Merrill Lynch September 2003 - May 2006
Merrill Lynch Trust Company August 1998 - September 2003
Sole Practitioner January 1989 - January 1998
Skills
Wealth Management, Estate Planning, Asset Managment, Wealth Management..., Trust Services, High Net Worth..., Private Banking, Trusts
Education
Brigham Young University 1976 — 1979
Juris Doctor, Law
Arizona State University 1974 — 1976
Bachelor of Arts (B.A.), Psychology
Natalie Yaghdjian Natalie Yaghdjian's Merrill Lynch Trust Company Experience March 2007 - September 2010
Job Personal Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2011 - July 2014
Merrill Lynch Trust Company March 2007 - September 2010
Merrill Lynch May 2003 - March 2007
Melody Farms September 2002 - May 2003
Skills
Strategy, Marketing, Investments, Estate Planning, CRM, Private Banking, Finance
Education
University of Michigan 1997 — 2003
BBA, Business Finance & Business Administration Management
Walled Lake Western High School
Northern Trust March 2011 - July 2014
Merrill Lynch Trust Company March 2007 - September 2010
Merrill Lynch May 2003 - March 2007
Melody Farms September 2002 - May 2003
Skills
Strategy, Marketing, Investments, Estate Planning, CRM, Private Banking, Finance
Education
University of Michigan 1997 — 2003
BBA, Business Finance & Business Administration Management
Walled Lake Western High School
John (D.) Dadakis, Esq. John (D.) Dadakis, Esq.'s Merrill Lynch Trust Company Experience June 2005 - June 2009
Job Partner at Holland & Knight LLP: Personal General Counsel and Implementor for senior executives and business owners
Industry Legal Services
Experience
Holland & Knight LLP May 2010 - Present
Schiff Hardin LLP September 2005 - May 2010
Merrill Lynch Trust Company June 2005 - June 2009
Merrill Lynch Attorney Advisory Board 2002 - 2008
Morrison & Foerster LLP May 2003 - September 2005
Clifford Chance May 1989 - April 2003
Skills
Wealth Management, Tax, Estate Planning, Trusts, Private Companies, Family Business, Multi-generational..., Estate Tax Planning, Estate & Gift Taxation, Wealth Preservation..., Wealth Accumulation, Wealth Preservation, Intergenerational..., Small Business, Family Office
Education
Fordham University School of Law 1973 — 1976
JD, Law
The Johns Hopkins University 1969 — 1973
Bachelor of Arts (BA), Behavioral Sciences
Holland & Knight LLP May 2010 - Present
Schiff Hardin LLP September 2005 - May 2010
Merrill Lynch Trust Company June 2005 - June 2009
Merrill Lynch Attorney Advisory Board 2002 - 2008
Morrison & Foerster LLP May 2003 - September 2005
Clifford Chance May 1989 - April 2003
Skills
Wealth Management, Tax, Estate Planning, Trusts, Private Companies, Family Business, Multi-generational..., Estate Tax Planning, Estate & Gift Taxation, Wealth Preservation..., Wealth Accumulation, Wealth Preservation, Intergenerational..., Small Business, Family Office
Education
Fordham University School of Law 1973 — 1976
JD, Law
The Johns Hopkins University 1969 — 1973
Bachelor of Arts (BA), Behavioral Sciences
Chris Hinman's Merrill Lynch Trust Company Experience February 2003 - July 2004
Job VP Business Analysis Global Wealth & Investment Management at Bank of America at Merrill Lynch
Industry Information Services
Experience
Merrill Lynch August 2009 - Present
Dun & Bradstreet December 2008 - August 2009
Merrill Lynch April 2007 - December 2008
Merrill Lynch July 2004 - April 2007
Merrill Lynch Trust Company February 2003 - July 2004
Merrill Lynch July 2001 - February 2003
Merrill Lynch July 1998 - July 2001
Education
La Salle University 1988 — 1992
Finance
Merrill Lynch August 2009 - Present
Dun & Bradstreet December 2008 - August 2009
Merrill Lynch April 2007 - December 2008
Merrill Lynch July 2004 - April 2007
Merrill Lynch Trust Company February 2003 - July 2004
Merrill Lynch July 2001 - February 2003
Merrill Lynch July 1998 - July 2001
Education
La Salle University 1988 — 1992
Finance
Kathy Krochock's Merrill Lynch Trust Company Experience 1996 - 2000
Job
Industry Banking
Experience
Trust Company of Illinois December 2002 - September 2011
Harris Bank 2000 - 2001
Merrill Lynch Trust Company 1996 - 2000
First Chicago 1986 - 1996
First National Bank of Elgin 1986 - 1996
Skills
Trust Administration, Estate Planning, Wealth Management, Estate Law, Trusts, Estate Administration, Guardianship, Income Tax, Wills, Retirement Planning, Investments, Insurance, Litigation, Tax, Strategic Financial..., Real Estate, Finance, Retirement, High Net Worth..., Trust Services, Estate Tax Planning, Securities, Asset Management, LLC, Asset Allocation, Financial Planning, Personal Income Tax..., Retirement Income..., Income Protection, Banking
Education
The John Marshall Law School 1981 — 1984
JD, Law
Bradley University 1977 — 1981
BS, Accounting
Benet Academy 1973 — 1977
Diploma HS
Sacred Heart School, Lombard, IL 1966 — 1973
Diploma
Trust Company of Illinois December 2002 - September 2011
Harris Bank 2000 - 2001
Merrill Lynch Trust Company 1996 - 2000
First Chicago 1986 - 1996
First National Bank of Elgin 1986 - 1996
Skills
Trust Administration, Estate Planning, Wealth Management, Estate Law, Trusts, Estate Administration, Guardianship, Income Tax, Wills, Retirement Planning, Investments, Insurance, Litigation, Tax, Strategic Financial..., Real Estate, Finance, Retirement, High Net Worth..., Trust Services, Estate Tax Planning, Securities, Asset Management, LLC, Asset Allocation, Financial Planning, Personal Income Tax..., Retirement Income..., Income Protection, Banking
Education
The John Marshall Law School 1981 — 1984
JD, Law
Bradley University 1977 — 1981
BS, Accounting
Benet Academy 1973 — 1977
Diploma HS
Sacred Heart School, Lombard, IL 1966 — 1973
Diploma
Bill Eustis's Merrill Lynch Trust Company Experience 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Trust Company 2007 - Present
Education
Fordham University 1986 — 1990
Merrill Lynch Trust Company 2007 - Present
Education
Fordham University 1986 — 1990
Sandra (Shaw) Adams's Merrill Lynch Trust Company Experience May 2001 - October 2002
Job Project Attorney for the law firm of Pepper Hamilton
Industry Law Practice
Experience
Pepper Hamilton LLP June 2012 - Present
Pepper Hamilton through JuriStaff Legal Staffing September 2006 - May 2012
Cadwalader Wickersham and Taft through Update Legal September 2004 - 2006
Allyn & Ball, PC 2003 - 2004
Merrill Lynch Trust Company May 2001 - October 2002
Skills
Litigation Support, Litigation, Legal Research, Legal Writing, Corporate Law, Pleadings, Courts, Document Review, Personal Injury, Criminal Law, Civil Litigation, Trials, Westlaw, Appeals, Arbitration, Mediation, Commercial Litigation
Education
Western New England College School of Law 2000 — 2003
Marist College 1996 — 2000
Bachelor of Arts, English
Belle Plaine High School 1992 — 1996
Pepper Hamilton LLP June 2012 - Present
Pepper Hamilton through JuriStaff Legal Staffing September 2006 - May 2012
Cadwalader Wickersham and Taft through Update Legal September 2004 - 2006
Allyn & Ball, PC 2003 - 2004
Merrill Lynch Trust Company May 2001 - October 2002
Skills
Litigation Support, Litigation, Legal Research, Legal Writing, Corporate Law, Pleadings, Courts, Document Review, Personal Injury, Criminal Law, Civil Litigation, Trials, Westlaw, Appeals, Arbitration, Mediation, Commercial Litigation
Education
Western New England College School of Law 2000 — 2003
Marist College 1996 — 2000
Bachelor of Arts, English
Belle Plaine High School 1992 — 1996
Kathleen Brown's Merrill Lynch Trust Company Experience 2006 - 2007
Job Consultant, Fiduciary Consulting Services, LLC
Industry Financial Services
Experience
Fiduciary Consulting Services, LLC 2007 - Present
Merrill Lynch Trust Company 2006 - 2007
Merrill Lynch Trust Company 2003 - 2006
Merrill Lynch, Pierce, Fenner & Smith 2000 - 2002
Merrill Lynch, Pierce, Fenner & Smith 1996 - 1999
Skills
Trust Services, Marketing, Estate Planning, Product Marketing, Product Development, Philanthropy, Writing, Editing, Marketing Strategy, Strategic Planning, Wealth Management
Education
Columbia University School of Law 1987 — 1990
Doctor of Law (JD)
Muhlenberg College 1983 — 1987
Bachelor's degree, Econmics
St. hubert's Catholic high school for girsl
Fiduciary Consulting Services, LLC 2007 - Present
Merrill Lynch Trust Company 2006 - 2007
Merrill Lynch Trust Company 2003 - 2006
Merrill Lynch, Pierce, Fenner & Smith 2000 - 2002
Merrill Lynch, Pierce, Fenner & Smith 1996 - 1999
Skills
Trust Services, Marketing, Estate Planning, Product Marketing, Product Development, Philanthropy, Writing, Editing, Marketing Strategy, Strategic Planning, Wealth Management
Education
Columbia University School of Law 1987 — 1990
Doctor of Law (JD)
Muhlenberg College 1983 — 1987
Bachelor's degree, Econmics
St. hubert's Catholic high school for girsl
Evan Astrin's Merrill Lynch Trust Company Experience April 1996 - September 2003
Job Consultant at Astrin Consulting
Industry Banking
Experience
Astrin Consulting January 2008 - Present
Wachovia Bank a Wells Fargo Company June 2008 - January 2011
Citigroup Private Bank April 2004 - April 2007
Merrill Lynch Trust Company April 1996 - September 2003
Skills
Strategic Financial..., Commercial Lending, Commercial Banking, Credit Risk, Financial Analysis, Investment Management, Asset Allocation, Asset Managment, Risk Management, General Counsel, Legal Documents, Attorneys, Trust Services, trust managment, Charitable Trusts, corporate compliance, Charitable Remainder..., Drafting Agreements, Global Regulatory..., Compliance Program..., Strategic Negotiations, Loan Documents, Suspicious Activity..., red flags, Broker-Dealer Compliance, Regulatory Examinations, Investment Advisor..., compliance advisory, Compliance Counseling, Compliance Management..., Compliance Oversight, Internal Compliance, Legal Issues, Legal Research Skills, Negotiation, deal closures, Trustee, Charity Governance, Asset Management, risk managment, Charitable Gift Planning, Philanthropy, Account Management,, key account development, Cross-Functional..., Project Management, Internal Audit, Document Review, Legal Discovery, External Audit
Education
Seton Hall University School of Law 1984 — 1987
Juris Doctor, Law
Drew University 1978 — 1982
BA, Political Science
Astrin Consulting January 2008 - Present
Wachovia Bank a Wells Fargo Company June 2008 - January 2011
Citigroup Private Bank April 2004 - April 2007
Merrill Lynch Trust Company April 1996 - September 2003
Skills
Strategic Financial..., Commercial Lending, Commercial Banking, Credit Risk, Financial Analysis, Investment Management, Asset Allocation, Asset Managment, Risk Management, General Counsel, Legal Documents, Attorneys, Trust Services, trust managment, Charitable Trusts, corporate compliance, Charitable Remainder..., Drafting Agreements, Global Regulatory..., Compliance Program..., Strategic Negotiations, Loan Documents, Suspicious Activity..., red flags, Broker-Dealer Compliance, Regulatory Examinations, Investment Advisor..., compliance advisory, Compliance Counseling, Compliance Management..., Compliance Oversight, Internal Compliance, Legal Issues, Legal Research Skills, Negotiation, deal closures, Trustee, Charity Governance, Asset Management, risk managment, Charitable Gift Planning, Philanthropy, Account Management,, key account development, Cross-Functional..., Project Management, Internal Audit, Document Review, Legal Discovery, External Audit
Education
Seton Hall University School of Law 1984 — 1987
Juris Doctor, Law
Drew University 1978 — 1982
BA, Political Science
Marty Naughton's Merrill Lynch Trust Company Experience October 2001 - April 2008
Job Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Bank of America - Merrill Lynch October 2010 - 2013
Merrill Lynch March 2008 - October 2010
Merrill Lynch Trust Company October 2001 - April 2008
Neville, Pappas & Mahoney/Thomas Royce, August 1999 - October 2000
Big Hurt Enterprises 1995 - 2000
Big Hurt Enterprises December 1995 - August 1999
New York Yankees January 1992 - December 1995
Cleary Gottlieb Steen & Hamilton LLP May 1990 - January 1992
Skills
Compliance, Licensing, Corporate Law
Education
DePaul University College of Law 1996 — 2000
JD, Law
Trinity College Dublin 1999 — 1999
Law, Legal
Boston College 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bergen Catholic High School 1980 — 1984
HS Diploma
JPMorgan Chase December 2013 - Present
Bank of America - Merrill Lynch October 2010 - 2013
Merrill Lynch March 2008 - October 2010
Merrill Lynch Trust Company October 2001 - April 2008
Neville, Pappas & Mahoney/Thomas Royce, August 1999 - October 2000
Big Hurt Enterprises 1995 - 2000
Big Hurt Enterprises December 1995 - August 1999
New York Yankees January 1992 - December 1995
Cleary Gottlieb Steen & Hamilton LLP May 1990 - January 1992
Skills
Compliance, Licensing, Corporate Law
Education
DePaul University College of Law 1996 — 2000
JD, Law
Trinity College Dublin 1999 — 1999
Law, Legal
Boston College 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bergen Catholic High School 1980 — 1984
HS Diploma
Liza Rosenzweig, CTFA, AEP's Merrill Lynch Trust Company Experience 1991 - 1993
Job Managing Director, Trust Officer & Compliance Officer at PeapackGladstone Bank Trust and Investments
Industry Banking
Experience
Peapack-Gladstone Bank January 2009 - Present
Wachovia/Wells Fargo April 2006 - January 2009
New York Life Trust Company, FSB 2002 - 2006
MetLife Trust Company 1997 - 2002
PNC Wealth Management 1993 - 1997
Merrill Lynch Trust Company 1991 - 1993
Bank of New York Mellon 1989 - 1991
Skills
Investments, Fiduciary Services, Trust Services, Wealth Management..., High Net Worth..., Team Building, Asset Management, New Business Development, Compliance, Trust Management, CTFA
Education
The George Washington University 1984 — 1988
Peapack-Gladstone Bank January 2009 - Present
Wachovia/Wells Fargo April 2006 - January 2009
New York Life Trust Company, FSB 2002 - 2006
MetLife Trust Company 1997 - 2002
PNC Wealth Management 1993 - 1997
Merrill Lynch Trust Company 1991 - 1993
Bank of New York Mellon 1989 - 1991
Skills
Investments, Fiduciary Services, Trust Services, Wealth Management..., High Net Worth..., Team Building, Asset Management, New Business Development, Compliance, Trust Management, CTFA
Education
The George Washington University 1984 — 1988
Rachel Brasso, J.D.'s Merrill Lynch Trust Company Experience September 2007 - February 2012
Job VP, SF Trust Office Manager and Senior Trust Officer
Industry Financial Services
Experience
Bank of the West February 2012 - Present
Merrill Lynch Trust Company September 2007 - February 2012
Foreman & Brasso April 2007 - June 2007
Theodore Rosenblume and Associates December 2006 - May 2007
Dorsey & Whitney LLP December 2006 - March 2007
Trump, Alito, Trump & Prescott May 2006 - August 2006
Microsoft April 2005 - December 2005
Henry Aronson March 2005 - April 2005
Pierce & Shearer August 2003 - March 2004
Law Offices of Joseph Alioto June 2000 - January 2002
Skills
Estate Planning, Civil Litigation, Employment Law, Personal Injury, Trials
Education
Cannon Trust School 2013 — 2013
Golden Gate University, School of Law 1997 — 2000
J.D., Law
Boston University 1990 — 1994
B.A., Philosophy
Lowell High School 1986 — 1990
Bank of the West February 2012 - Present
Merrill Lynch Trust Company September 2007 - February 2012
Foreman & Brasso April 2007 - June 2007
Theodore Rosenblume and Associates December 2006 - May 2007
Dorsey & Whitney LLP December 2006 - March 2007
Trump, Alito, Trump & Prescott May 2006 - August 2006
Microsoft April 2005 - December 2005
Henry Aronson March 2005 - April 2005
Pierce & Shearer August 2003 - March 2004
Law Offices of Joseph Alioto June 2000 - January 2002
Skills
Estate Planning, Civil Litigation, Employment Law, Personal Injury, Trials
Education
Cannon Trust School 2013 — 2013
Golden Gate University, School of Law 1997 — 2000
J.D., Law
Boston University 1990 — 1994
B.A., Philosophy
Lowell High School 1986 — 1990
Denine Tucci's Merrill Lynch Trust Company Experience 2003 - 2005
Job Associate Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock June 1998 - Present
Merrill Lynch Trust Company 2003 - 2005
Merrill Lynch 2002 - 2004
Skills
ETFs, Asset Allocation, Investment Strategies, Separately Managed...
Education
Antioch Univ 1993 — 1996
BlackRock June 1998 - Present
Merrill Lynch Trust Company 2003 - 2005
Merrill Lynch 2002 - 2004
Skills
ETFs, Asset Allocation, Investment Strategies, Separately Managed...
Education
Antioch Univ 1993 — 1996
Itzel Keane's Merrill Lynch Trust Company Experience 1998 - 2000
Job Executive Assistant at Sabre Holdings
Industry Information Technology and Services
Experience
Sabre Holdings Executive AssistantFirst American Real Estate Tax ServiceOctober 2006 - April 2007
First American Real Estate Information Services, Inc. 2006 - 2007
Merrill Lynch Trust Company 1998 - 2000
Education
Hofstra University
Sabre Holdings Executive AssistantFirst American Real Estate Tax ServiceOctober 2006 - April 2007
First American Real Estate Information Services, Inc. 2006 - 2007
Merrill Lynch Trust Company 1998 - 2000
Education
Hofstra University
Joanna Lardin's Merrill Lynch Trust Company Experience 2011 - 2012
Job Associate at Posternak Blankstein & Lund LLP
Industry Law Practice
Experience
Posternak Blankstein & Lund LLP March 2015 - Present
Cushing and Dolan February 2013 - February 2015
Merrill Lynch Trust Company 2011 - 2012
17th Judicial Circuit 2006 - 2011
Education
Boston University 2012 — 2013
Master of Laws (LLM), Taxation
University of Florida - Fredric G. Levin College of Law 2003 — 2006
Doctor of Law (J.D.)
University of Florida 1999 — 2003
Bachelor of Science Business Administration, Finance
Posternak Blankstein & Lund LLP March 2015 - Present
Cushing and Dolan February 2013 - February 2015
Merrill Lynch Trust Company 2011 - 2012
17th Judicial Circuit 2006 - 2011
Education
Boston University 2012 — 2013
Master of Laws (LLM), Taxation
University of Florida - Fredric G. Levin College of Law 2003 — 2006
Doctor of Law (J.D.)
University of Florida 1999 — 2003
Bachelor of Science Business Administration, Finance
Marybeth Donovan's Merrill Lynch Trust Company Experience 2001 - 2003
Job Business Consultant
Industry Financial Services
Experience
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Lisa Cerchiaro's Merrill Lynch Trust Company Experience June 2010 - October 2014
Job Senior Trust Advisor, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
Merrill Lynch Trust Company June 2010 - October 2014
Everest Trust Company August 2009 - August 2010
Wachovia Bank August 1999 - December 2007
Wachovia Bank June 1993 - August 1999
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Management, Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Securities
Education
Rider University 1988 — 1990
MBA
Rider University 1981 — 1985
BS in Commerce, Marketing
PNC Wealth Management October 2014 - Present
Merrill Lynch Trust Company June 2010 - October 2014
Everest Trust Company August 2009 - August 2010
Wachovia Bank August 1999 - December 2007
Wachovia Bank June 1993 - August 1999
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Management, Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Securities
Education
Rider University 1988 — 1990
MBA
Rider University 1981 — 1985
BS in Commerce, Marketing
Blake Sonnek-Schmelz's Merrill Lynch Trust Company Experience August 2008 - March 2010
Job President at Soccer Post
Industry Sporting Goods
Experience
Soccer Post March 2010 - Present
Merrill Lynch Trust Company August 2008 - March 2010
Merrill Lynch August 2000 - August 2006
Skills
Investments, Financial Modeling, Valuation, New Business Development, Operations Management, Strategic Leadership, Lead Management, Private Equity, Emerging Markets, Financial Analysis, Strategy, Corporate Development, Business Strategy, Investment Banking, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
James Madison University
James Madison University
Soccer Post March 2010 - Present
Merrill Lynch Trust Company August 2008 - March 2010
Merrill Lynch August 2000 - August 2006
Skills
Investments, Financial Modeling, Valuation, New Business Development, Operations Management, Strategic Leadership, Lead Management, Private Equity, Emerging Markets, Financial Analysis, Strategy, Corporate Development, Business Strategy, Investment Banking, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
James Madison University
James Madison University
Jerry Williston's Merrill Lynch Trust Company Experience August 1995 - July 2009
Job Vice President and Lead Trust Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company May 2014 - Present
Morgan Stanley Private Bank, N.A. March 2010 - May 2014
Grand Bank and Trust July 2009 - March 2010
Merrill Lynch Trust Company August 1995 - July 2009
Skills
Wealth Management, Wealth Management..., Trust Services, High Net Worth..., Investment Advisory, Estate Planning, Investment Management, Asset Allocation, Alternative Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Bachelor of Arts (B.A.), Business Managment
Reliance Trust Company May 2014 - Present
Morgan Stanley Private Bank, N.A. March 2010 - May 2014
Grand Bank and Trust July 2009 - March 2010
Merrill Lynch Trust Company August 1995 - July 2009
Skills
Wealth Management, Wealth Management..., Trust Services, High Net Worth..., Investment Advisory, Estate Planning, Investment Management, Asset Allocation, Alternative Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Bachelor of Arts (B.A.), Business Managment
Donna Walton's Merrill Lynch Trust Company Experience 2003 - 2006
Job Will and Estate Specialist at TD Bank
Industry Financial Services
Experience
TD Bank 2010 - Present
Bellatore 2008 - 2009
Citi 2006 - 2008
Merrill Lynch Trust Company 2003 - 2006
The Ayco Company 1998 - 2003
Skills
Wealth Management, Insurance, Financial Planning, Estate Planning, High Net Worth..., Financial Services, Investments, Asset Management, Portfolio Management, Securities, Mutual Funds, Banking, Investment Advisory, Wealth Management..., Asset Allocation, Estate Law, Trust Services, Strategic Financial..., Charities
Education
Quinnipiac University School of Law 1993 — 1996
JD, Law
University of Connecticut 1984 — 1988
BA, Political Science
TD Bank 2010 - Present
Bellatore 2008 - 2009
Citi 2006 - 2008
Merrill Lynch Trust Company 2003 - 2006
The Ayco Company 1998 - 2003
Skills
Wealth Management, Insurance, Financial Planning, Estate Planning, High Net Worth..., Financial Services, Investments, Asset Management, Portfolio Management, Securities, Mutual Funds, Banking, Investment Advisory, Wealth Management..., Asset Allocation, Estate Law, Trust Services, Strategic Financial..., Charities
Education
Quinnipiac University School of Law 1993 — 1996
JD, Law
University of Connecticut 1984 — 1988
BA, Political Science
Nancy Neumann's Merrill Lynch Trust Company Experience April 2003 - March 2005
Job Relationship Manager, Insurance Trust at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon February 2009 - Present
Citibank March 2005 - January 2009
Merrill Lynch Trust Company April 2003 - March 2005
Merrill Lynch Trust Company January 2001 - March 2003
Merrill Lynch Trust Company June 2000 - January 2001
Merrill Lynch May 1999 - June 2000
Merrill Lynch August 1997 - May 1999
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Sparta High School 1990 — 1993
Bank of New York Mellon February 2009 - Present
Citibank March 2005 - January 2009
Merrill Lynch Trust Company April 2003 - March 2005
Merrill Lynch Trust Company January 2001 - March 2003
Merrill Lynch Trust Company June 2000 - January 2001
Merrill Lynch May 1999 - June 2000
Merrill Lynch August 1997 - May 1999
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Sparta High School 1990 — 1993
Eugene (Gene) Bryant, Sr.'s Merrill Lynch Trust Company Experience August 2014 - Present
Job Vice President at Merrill Lynch Trust Company
Industry Financial Services
Experience
Merrill Lynch Trust Company August 2014 - Present
Merrill Lynch January 2007 - August 2014
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Process Improvement
Education
Strayer University 2010 — 2014
Bachelor's Degree, Business Administration, 3.577
Columbus College of Art & Design 1980 — 1985
Advertising
Merrill Lynch Trust Company August 2014 - Present
Merrill Lynch January 2007 - August 2014
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Process Improvement
Education
Strayer University 2010 — 2014
Bachelor's Degree, Business Administration, 3.577
Columbus College of Art & Design 1980 — 1985
Advertising
Rhodora Javier's Merrill Lynch Trust Company Experience January 2008 - February 2009
Job Vice President at Computershare, LLC.
Industry Financial Services
Experience
Computershare, LLC. January 2012 - Present
BNY Mellon 2010 - December 2011
Merrill Lynch Trust Company January 2008 - February 2009
The Bank of New York Mellon October 2006 - November 2007
First Investors Corporation May 1987 - October 2006
Skills
AML, Compliance, Banking, Securities, Policy, Financial Risk, Risk Management, Financial Services, Mutual Funds, Operational Risk..., KYC, Corporate Governance, Capital Markets, Equities, Hedge Funds, Operational Risk
Education
San Beda College 1974 — 1978
Bachelor of Law, Law
University of Santo Tomas 1969 — 1973
Bachelor of Science, Sciences
Computershare, LLC. January 2012 - Present
BNY Mellon 2010 - December 2011
Merrill Lynch Trust Company January 2008 - February 2009
The Bank of New York Mellon October 2006 - November 2007
First Investors Corporation May 1987 - October 2006
Skills
AML, Compliance, Banking, Securities, Policy, Financial Risk, Risk Management, Financial Services, Mutual Funds, Operational Risk..., KYC, Corporate Governance, Capital Markets, Equities, Hedge Funds, Operational Risk
Education
San Beda College 1974 — 1978
Bachelor of Law, Law
University of Santo Tomas 1969 — 1973
Bachelor of Science, Sciences
Paul Blazewick, Jr.'s Merrill Lynch Trust Company Experience 2001 - 2001
Job Senior Tax Accountant, Analyst | Open to new opportunities
Industry Financial Services
Experience
Tax Accounting Leaders in the Greater Philadelphia Area 2015 - Present
ACE Group 2004 - 2013
Church & Dwight, Co., Inc. 2002 - 2003
Merrill Lynch Trust Company 2001 - 2001
Greater Media, Inc. 1998 - 2000
PNB Associates 1993 - 1998
Seton Company 1993 - 1993
Atochem North America, Inc. (fka Pennwalt Corp.) 1988 - 1993
Corestates Financial Corp. (fka Philadelphia National Bank) 1983 - 1988
Skills
Tax, Corporate Tax, Accounting, International Tax, Tax Accounting, Income Tax, Financial Services, Insurance, Corporate, Tax Returns, Tax Preparation, Sales Tax, Tax Advisory, Tax Law
Education
Widener University 2006 — 2010
University of Pennsylvania - The Wharton School 1979 — 1984
BBA
Rowan College at Burlington County 1975 — 1978
AAS
Kaiserslautern American High School 1972 — 1975
H.S. diploma
Tax Accounting Leaders in the Greater Philadelphia Area 2015 - Present
ACE Group 2004 - 2013
Church & Dwight, Co., Inc. 2002 - 2003
Merrill Lynch Trust Company 2001 - 2001
Greater Media, Inc. 1998 - 2000
PNB Associates 1993 - 1998
Seton Company 1993 - 1993
Atochem North America, Inc. (fka Pennwalt Corp.) 1988 - 1993
Corestates Financial Corp. (fka Philadelphia National Bank) 1983 - 1988
Skills
Tax, Corporate Tax, Accounting, International Tax, Tax Accounting, Income Tax, Financial Services, Insurance, Corporate, Tax Returns, Tax Preparation, Sales Tax, Tax Advisory, Tax Law
Education
Widener University 2006 — 2010
University of Pennsylvania - The Wharton School 1979 — 1984
BBA
Rowan College at Burlington County 1975 — 1978
AAS
Kaiserslautern American High School 1972 — 1975
H.S. diploma
Sarah Ziegler-Grilk's Merrill Lynch Trust Company Experience January 2006 - February 2010
Job Managing Director & Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust February 2010 - Present
Merrill Lynch Trust Company January 2006 - February 2010
Merrill Lynch Trust Company September 2003 - January 2006
US Trust July 2000 - August 2003
Deloitte & Touche June 1997 - April 2000
Skills
Wealth Management, High Net Worth..., Customer Relations, New Business Development, Financial Planning
Education
Xavier University 1997 — 1999
BA, English
Denison University 1996 — 1997
n/a
US Trust February 2010 - Present
Merrill Lynch Trust Company January 2006 - February 2010
Merrill Lynch Trust Company September 2003 - January 2006
US Trust July 2000 - August 2003
Deloitte & Touche June 1997 - April 2000
Skills
Wealth Management, High Net Worth..., Customer Relations, New Business Development, Financial Planning
Education
Xavier University 1997 — 1999
BA, English
Denison University 1996 — 1997
n/a
Debbie Lajewski's Merrill Lynch Trust Company Experience May 2012 - Present
Job Vice President, Senior Trust Officer at Merrill Lynch
Industry Legal Services
Experience
Merrill Lynch Trust Company May 2012 - Present
Merrill Lynch August 1997 - May 2012
Education
Mount St. Mary's University
BS, Business and Finance
Widener University School of Law
JD
Merrill Lynch Trust Company May 2012 - Present
Merrill Lynch August 1997 - May 2012
Education
Mount St. Mary's University
BS, Business and Finance
Widener University School of Law
JD
Lauren Galvin's Merrill Lynch Trust Company Experience November 2010 - July 2012
Job at
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch July 2012 - Present
Merrill Lynch Trust Company November 2010 - July 2012
Education
St. John's University School of Law 2006 — 2009
JD
Loyola University Maryland 2001 — 2005
BA, Communications
Merrill Lynch April 2015 - Present
Merrill Lynch July 2012 - Present
Merrill Lynch Trust Company November 2010 - July 2012
Education
St. John's University School of Law 2006 — 2009
JD
Loyola University Maryland 2001 — 2005
BA, Communications
Corey McCarthy's Merrill Lynch Trust Company Experience March 2006 - Present
Job Assistant Vice President at Merrill Lynch Trust Company
Industry Financial Services
Experience
Merrill Lynch Trust Company March 2006 - Present
Merrill Lynch Trust Company March 2005 - March 2006
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Communication and Information Technology
Merrill Lynch Trust Company March 2006 - Present
Merrill Lynch Trust Company March 2005 - March 2006
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Communication and Information Technology
Josh Cumberland's Merrill Lynch Trust Company Experience September 2007 - October 2012
Job Investment Strategist at US Trust
Industry Financial Services
Experience
US Trust October 2012 - Present
Merrill Lynch Trust Company September 2007 - October 2012
Skills
Series 7, Asset Allocation, Asset Management, Due Diligence, Equities, Fiduciary, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth Management...
Education
Penn State University 2001 — 2005
BA, Marketing
US Trust October 2012 - Present
Merrill Lynch Trust Company September 2007 - October 2012
Skills
Series 7, Asset Allocation, Asset Management, Due Diligence, Equities, Fiduciary, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth Management...
Education
Penn State University 2001 — 2005
BA, Marketing
Matthew Tevnan's Merrill Lynch Trust Company Experience 1989 - 1992
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2004 - December 2013
Bank of America Merrill Lynch 1998 - 2004
Bank of America January 1993 - 1998
Merrill Lynch Trust Company 1989 - 1992
Skills
SDLC, Business Analysis, Vendor Management, PMO, IT Strategy, Risk Management, Project Portfolio..., Enterprise Architecture, Financial Services, Software Project..., Business Process, Governance, Business Intelligence, Business Requirements, Requirements Gathering
Education
Chubb Institute of Technology 1990 — 1992
Mainframe Technologies, Cobol, DB2, CICS, JCL, VSAM
Duquesne University 1982 — 1986
BS, Marketing
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2004 - December 2013
Bank of America Merrill Lynch 1998 - 2004
Bank of America January 1993 - 1998
Merrill Lynch Trust Company 1989 - 1992
Skills
SDLC, Business Analysis, Vendor Management, PMO, IT Strategy, Risk Management, Project Portfolio..., Enterprise Architecture, Financial Services, Software Project..., Business Process, Governance, Business Intelligence, Business Requirements, Requirements Gathering
Education
Chubb Institute of Technology 1990 — 1992
Mainframe Technologies, Cobol, DB2, CICS, JCL, VSAM
Duquesne University 1982 — 1986
BS, Marketing
Sara Fortunoff's Merrill Lynch Trust Company Experience August 1993 - October 1997
Job Director & Chief Fiduciary Officer [ Edit ] at BarclaysWealth Trustees (US) N.A.
Industry Financial Services
Experience
BarclaysWealth Trustees (US) N.A. July 2010 - Present
Guardian Trust Company, FSB March 2009 - July 2010
Merrill Lynch October 1997 - March 2009
Merrill Lynch Trust Company August 1993 - October 1997
Education
Boston University School of Law 1980 — 1981
LLM in tax
California Western School of Law 1977 — 1980
JD, law
BarclaysWealth Trustees (US) N.A. July 2010 - Present
Guardian Trust Company, FSB March 2009 - July 2010
Merrill Lynch October 1997 - March 2009
Merrill Lynch Trust Company August 1993 - October 1997
Education
Boston University School of Law 1980 — 1981
LLM in tax
California Western School of Law 1977 — 1980
JD, law
Kate (Radlinsky) Schultz's Merrill Lynch Trust Company Experience August 2009 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
Franckline Casimir-Benoit's Merrill Lynch Trust Company Experience October 1992 - August 2000
Job Managing Director and Trust Counsel at Fiduciary Trust Company International
Industry Banking
Experience
Fiduciary Trust Company International October 2013 - Present
Fiduciary Trust Company International November 2011 - September 2013
Fiduciary Trust Company International October 2005 - October 2011
Fiduciary Trust Company International November 2000 - September 2005
Merrill Lynch Trust Company October 1992 - August 2000
Skills
Trust Services, Wealth Management..., Trust Management, Investment Management, Wealth Management, Estate Planning, Trusts, Asset Managment, Private Banking, Strategic Financial..., Mutual Funds, Estate Administration, High Net Worth..., Financial Analysis, Fiduciary
Education
The University of Connecticut School of Law 1986 — 1989
JD
Mount Holyoke College 1982 — 1986
B.A.
Fiduciary Trust Company International October 2013 - Present
Fiduciary Trust Company International November 2011 - September 2013
Fiduciary Trust Company International October 2005 - October 2011
Fiduciary Trust Company International November 2000 - September 2005
Merrill Lynch Trust Company October 1992 - August 2000
Skills
Trust Services, Wealth Management..., Trust Management, Investment Management, Wealth Management, Estate Planning, Trusts, Asset Managment, Private Banking, Strategic Financial..., Mutual Funds, Estate Administration, High Net Worth..., Financial Analysis, Fiduciary
Education
The University of Connecticut School of Law 1986 — 1989
JD
Mount Holyoke College 1982 — 1986
B.A.
David Jokinen's Merrill Lynch Trust Company Experience 1997 - 1999
Job Vice president at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2010 - Present
SunTrust Bank 1999 - May 2009
Merrill Lynch Trust Company 1997 - 1999
Education
University of Massachusetts, Amherst
BA, History
J.P. Morgan 2010 - Present
SunTrust Bank 1999 - May 2009
Merrill Lynch Trust Company 1997 - 1999
Education
University of Massachusetts, Amherst
BA, History
Frank Rossello's Merrill Lynch Trust Company Experience June 1985 - Present
Job AVP, Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Trust Company June 1985 - Present
Skills
Series 7, Green Belt, Mutual Funds, Securities, Financial Services, Program Management, Project Management
Education
Rutgers University-New Brunswick 1981 — 1984
Business
Merrill Lynch Trust Company June 1985 - Present
Skills
Series 7, Green Belt, Mutual Funds, Securities, Financial Services, Program Management, Project Management
Education
Rutgers University-New Brunswick 1981 — 1984
Business
Kim Coffman's Merrill Lynch Trust Company Experience April 2007 - October 2009
Job Technical Systems Coordinator at AkzoNobel
Industry Primary/Secondary Education
Experience
AkzoNobel October 2013 - Present
Gulf Coast Trades Center October 2009 - August 2013
Merrill Lynch Trust Company April 2007 - October 2009
Education
Capella University 2010 — 2012
M.S., Counseling Studies
Southwest Texas State University 1995 — 1997
B.S., Sociology
AkzoNobel October 2013 - Present
Gulf Coast Trades Center October 2009 - August 2013
Merrill Lynch Trust Company April 2007 - October 2009
Education
Capella University 2010 — 2012
M.S., Counseling Studies
Southwest Texas State University 1995 — 1997
B.S., Sociology
Robert D. Maldonado's Merrill Lynch Trust Company Experience February 2006 - May 2008
Job Senior Vice President and Market Trust Director
Industry Financial Services
Experience
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
Christopher J. McCutcheon's Merrill Lynch Trust Company Experience January 1998 - January 1999
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
John Roman's Merrill Lynch Trust Company Experience January 1990 - January 2000
Job Chief Executive Officer
Industry Sporting Goods
Experience
Defend Your Head April 2013 - Present
Arin Risk Advisors, LLC November 2011 - December 2014
Whitford Advisory Services LLC July 2011 - August 2012
Valley Forge Capital Advisors Inc. January 2002 - June 2010
The Bryn Mawr Trust Company February 2000 - January 2002
Merrill Lynch Trust Company January 1990 - January 2000
Skills
Investments, Wealth Management, Trusts, Financial Advisory, Sales&Marketing, Sales Management, Business Strategy, Strategic Business..., Start-ups, Executive Management, Marketing, Management, Portfolio Management, Philanthropy, Finance, Strategy, Private Banking, Venture Capital, Risk Management, Financial Planning, Hedge Funds, Investment Strategies, Financial Services
Education
Idaho State University 1971 — 1974
B.S., Education
Defend Your Head April 2013 - Present
Arin Risk Advisors, LLC November 2011 - December 2014
Whitford Advisory Services LLC July 2011 - August 2012
Valley Forge Capital Advisors Inc. January 2002 - June 2010
The Bryn Mawr Trust Company February 2000 - January 2002
Merrill Lynch Trust Company January 1990 - January 2000
Skills
Investments, Wealth Management, Trusts, Financial Advisory, Sales&Marketing, Sales Management, Business Strategy, Strategic Business..., Start-ups, Executive Management, Marketing, Management, Portfolio Management, Philanthropy, Finance, Strategy, Private Banking, Venture Capital, Risk Management, Financial Planning, Hedge Funds, Investment Strategies, Financial Services
Education
Idaho State University 1971 — 1974
B.S., Education
Richard Tribiano's Merrill Lynch Trust Company Experience January 1993 - January 2006
Job Branch Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2009 - Present
US Trust Company January 2007 - January 2009
Citi National Bank January 2006 - January 2007
Merrill Lynch Trust Company January 1993 - January 2006
Education
University of South Florida
BS, Accounting
Ameriprise Financial June 2009 - Present
US Trust Company January 2007 - January 2009
Citi National Bank January 2006 - January 2007
Merrill Lynch Trust Company January 1993 - January 2006
Education
University of South Florida
BS, Accounting
Dan Colwell, CFP®, CTFA's Merrill Lynch Trust Company Experience April 2002 - May 2005
Job Senior Trust and Fiduciary Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2005 - Present
Merrill Lynch Trust Company April 2002 - May 2005
First Union/ Wachovia Banks May 1996 - April 2002
Skills
Wealth Management..., Certified Financial..., Certified Trust and..., Estate Settlement, Personal Trust...
Education
Northwood University-Florida 1992 — 1996
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Wells Fargo May 2005 - Present
Merrill Lynch Trust Company April 2002 - May 2005
First Union/ Wachovia Banks May 1996 - April 2002
Skills
Wealth Management..., Certified Financial..., Certified Trust and..., Estate Settlement, Personal Trust...
Education
Northwood University-Florida 1992 — 1996
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Kaoru Hannon's Merrill Lynch Trust Company Experience 2000 - 2002
Job at Vega Capital Group
Industry Financial Services
Experience
Vega Capital Group April 2011 - Present
Bank of New York Mellon 2004 - 2010
Thomas Wanket CPA 2003 - 2004
Merrill Lynch Trust Company 2000 - 2002
Charles Raven Capital Management 2000 - 2000
The Industrial Bank of Japan 1993 - 2000
Education
Sophia University
BA, German Language
Vega Capital Group April 2011 - Present
Bank of New York Mellon 2004 - 2010
Thomas Wanket CPA 2003 - 2004
Merrill Lynch Trust Company 2000 - 2002
Charles Raven Capital Management 2000 - 2000
The Industrial Bank of Japan 1993 - 2000
Education
Sophia University
BA, German Language
Gerald Antonio's Merrill Lynch Trust Company Experience February 2007 - Present
Job Trust & Estate Associate at Merrill Lynch Trust
Industry Financial Services
Experience
Merrill Lynch Trust Company February 2007 - Present
Skills
Series 7, Retirement Planning, Equities, Investments, Series 66
Education
Pfeifer University
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte
Bachelor of Science (B.Sc.)
Merrill Lynch Trust Company February 2007 - Present
Skills
Series 7, Retirement Planning, Equities, Investments, Series 66
Education
Pfeifer University
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte
Bachelor of Science (B.Sc.)
Nicholas Stonestreet's Merrill Lynch Trust Company Experience 1994 - 1997
Job EVP Private Banking at Regions Bank
Industry Banking
Experience
Regions Bank Chairman & CEOBCR Environmental LLC2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Bank Suisse - Geneva, Switzerland 2003 - 2005
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1994 - 1997
Merrill Lynch 1993 - 1994
SunTrust Bank 1989 - 1993
Education
University of South Carolina-Columbia 1984 — 1988
Masters, International Business
Winthrop University
Bachelors, Biological Science
Regions Bank Chairman & CEOBCR Environmental LLC2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Bank Suisse - Geneva, Switzerland 2003 - 2005
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1999
Merrill Lynch Trust Company 1994 - 1997
Merrill Lynch 1993 - 1994
SunTrust Bank 1989 - 1993
Education
University of South Carolina-Columbia 1984 — 1988
Masters, International Business
Winthrop University
Bachelors, Biological Science
Marcia Moehring's Merrill Lynch Trust Company Experience March 1995 - April 1999
Job Senior Real Estate Associate at PNC
Industry Financial Services
Experience
PNC April 2012 - Present
PNC Wealth Management March 2002 - April 2012
U.S. Trust August 1999 - March 2001
Merrill Lynch Trust Company March 1995 - April 1999
Skills
PowerPoint, Word, Customer Relations, Compliance, Customer Service, Investments, Portfolio Management, Risk Management, Software Documentation, Financial Analysis, Asset Management, Microsoft Word, Analysis, Financial Planning, Mutual Funds, Office Management, Access, Management
Education
Heidelberg University
Business Admistration, Junior
PNC April 2012 - Present
PNC Wealth Management March 2002 - April 2012
U.S. Trust August 1999 - March 2001
Merrill Lynch Trust Company March 1995 - April 1999
Skills
PowerPoint, Word, Customer Relations, Compliance, Customer Service, Investments, Portfolio Management, Risk Management, Software Documentation, Financial Analysis, Asset Management, Microsoft Word, Analysis, Financial Planning, Mutual Funds, Office Management, Access, Management
Education
Heidelberg University
Business Admistration, Junior
Michael Folignani's Merrill Lynch Trust Company Experience January 1999 - June 2003
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
Grady West's Merrill Lynch Trust Company Experience April 2007 - Present
Job Wealth Structuring Specialist at Merrill Lynch Trust Company
Industry Financial Services
Experience
Merrill Lynch Trust Company April 2007 - Present
Wachovia June 2004 - August 2006
Cititgroup/Smith Barney June 2000 - June 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Equities, Estate Planning, Estate Tax Planning
Education
Baylor Law School 1986 — 1989
Juris Doctor, Law
Baylor University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch Trust Company April 2007 - Present
Wachovia June 2004 - August 2006
Cititgroup/Smith Barney June 2000 - June 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Equities, Estate Planning, Estate Tax Planning
Education
Baylor Law School 1986 — 1989
Juris Doctor, Law
Baylor University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Jerry Neumann's Merrill Lynch Trust Company Experience July 1989 - February 1995
Job Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank February 2012 - Present
Morgan Stanley Trust (and predecessor firm Citi Trust) April 1998 - February 2012
Smith Barney Private Trust Company February 1995 - April 1998
Merrill Lynch Trust Company July 1989 - February 1995
Merrill Lynch Tax Advisory Department October 1985 - July 1989
Merrill Lynch Hubbard, Inc. August 1983 - October 1985
Skills
Estate Planning, Personal Trusts, Charitable Giving..., Trust Services, Series 7, Wealth Management, Strategy, Trusts, Wealth Management..., High Net Worth...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1978 — 1981
J.D., Law
Brandeis University 1975 — 1978
B.A., Honors, Economics
The Hill School 1971 — 1975
High School
Wells Fargo Private Bank February 2012 - Present
Morgan Stanley Trust (and predecessor firm Citi Trust) April 1998 - February 2012
Smith Barney Private Trust Company February 1995 - April 1998
Merrill Lynch Trust Company July 1989 - February 1995
Merrill Lynch Tax Advisory Department October 1985 - July 1989
Merrill Lynch Hubbard, Inc. August 1983 - October 1985
Skills
Estate Planning, Personal Trusts, Charitable Giving..., Trust Services, Series 7, Wealth Management, Strategy, Trusts, Wealth Management..., High Net Worth...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1978 — 1981
J.D., Law
Brandeis University 1975 — 1978
B.A., Honors, Economics
The Hill School 1971 — 1975
High School
Todd Brolin's Merrill Lynch Trust Company Experience June 1996 - July 2004
Job Vice President at Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. November 2009 - Present
Fiduciary Trust Company International July 2004 - November 2008
Merrill Lynch Trust Company June 1996 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Risk Management, AML, Securities, Trusts, Mutual Funds, Alternative Investments, High Net Worth..., Wealth Management..., Asset Management, Investment Management, Asset Allocation, Private Banking, Investment Advisory, Investments, Financial Services, FINRA, Equities
Education
Widener University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
Morgan Stanley Private Bank, N.A. November 2009 - Present
Fiduciary Trust Company International July 2004 - November 2008
Merrill Lynch Trust Company June 1996 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Risk Management, AML, Securities, Trusts, Mutual Funds, Alternative Investments, High Net Worth..., Wealth Management..., Asset Management, Investment Management, Asset Allocation, Private Banking, Investment Advisory, Investments, Financial Services, FINRA, Equities
Education
Widener University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
Haven Panessa's Merrill Lynch Trust Company Experience January 2008 - May 2008
Job Family Trust Officer at Rosemore Professional Services, Inc.
Industry Financial Services
Experience
Rosemore Professional Services, Inc. September 2012 - Present
PNC Wealth Management May 2008 - September 2012
Merrill Lynch Trust Company January 2008 - May 2008
Merrill Lynch Bank & Trust Company, FSB July 2006 - December 2007
Skills
•Proficient in Excel,..., •Self-motivated and..., •Interacts well with a..., •Completed Myers..., •Accustomed to..., Wealth Management, Tax, Management
Education
Campbell University 2001 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 2001 — 2006
Bachelor of Business Administration (BBA), Trust Management and Accounting
Rosemore Professional Services, Inc. September 2012 - Present
PNC Wealth Management May 2008 - September 2012
Merrill Lynch Trust Company January 2008 - May 2008
Merrill Lynch Bank & Trust Company, FSB July 2006 - December 2007
Skills
•Proficient in Excel,..., •Self-motivated and..., •Interacts well with a..., •Completed Myers..., •Accustomed to..., Wealth Management, Tax, Management
Education
Campbell University 2001 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 2001 — 2006
Bachelor of Business Administration (BBA), Trust Management and Accounting
Tom Covington's Merrill Lynch Trust Company Experience February 1992 - September 1995
Job National Sales Manager at Capital One Wealth and Asset Management
Industry Financial Services
Experience
Morgan Stanley Consulting Trust Services Group January 2011 - November 2014
Morgan Stanley Trust, NA January 2007 - January 2011
Morgan Stanley Trust, NA January 2006 - December 2006
Merrill Lynch May 2002 - December 2005
Merril Lynch Trust Company October 1995 - April 2002
Merrill Lynch Trust Company February 1992 - September 1995
Merrill Lynch Trust Company April 1987 - January 1992
Barnett Banks Trust Company May 1983 - March 1987
BB&T May 1982 - April 1983
Skills
CFP, CAP, Series 7, Series 63, Series 65
Education
Campbell University
Trust Management
University of South Carolina
Government and International Studies
Morgan Stanley Consulting Trust Services Group January 2011 - November 2014
Morgan Stanley Trust, NA January 2007 - January 2011
Morgan Stanley Trust, NA January 2006 - December 2006
Merrill Lynch May 2002 - December 2005
Merril Lynch Trust Company October 1995 - April 2002
Merrill Lynch Trust Company February 1992 - September 1995
Merrill Lynch Trust Company April 1987 - January 1992
Barnett Banks Trust Company May 1983 - March 1987
BB&T May 1982 - April 1983
Skills
CFP, CAP, Series 7, Series 63, Series 65
Education
Campbell University
Trust Management
University of South Carolina
Government and International Studies
Virginia (Virginia Curran) Cabai's Merrill Lynch Trust Company Experience May 2006 - September 2012
Job Trust Officer at Bank of America US Trust
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
Merrill Lynch Trust Company May 2006 - September 2012
Donoff, P November 2000 - April 2006
Fraser June 1999 - December 1999
Ruden, McClosky, Smith April 1998 - July 1998
Stetson University, College of Law September 1997 - December 1997
Education
University of Miami
LL.M, Taxation
Stetson University College of Law 1995 — 1997
Doctor of Law (JD)
University of Florida 1990 — 1994
Bachelor of Arts (BA), Criminology
U.S. Trust October 2012 - Present
Merrill Lynch Trust Company May 2006 - September 2012
Donoff, P November 2000 - April 2006
Fraser June 1999 - December 1999
Ruden, McClosky, Smith April 1998 - July 1998
Stetson University, College of Law September 1997 - December 1997
Education
University of Miami
LL.M, Taxation
Stetson University College of Law 1995 — 1997
Doctor of Law (JD)
University of Florida 1990 — 1994
Bachelor of Arts (BA), Criminology
Jason Bridegum's Merrill Lynch Trust Company Experience July 2006 - June 2013
Job Vice President & Senior Trust Administrator at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management July 2013 - Present
Merrill Lynch Trust Company July 2006 - June 2013
Skills
Wealth Management, Trusts, IRAs, Financial Services, Estate Planning, Mutual Funds, Trust Services, Charitable Trusts, Asset Allocation, Financial Advisory, Investment Management, Investments, Securities
Education
Campbell University 2004 — 2005
Masters, Trust & Investment Management
East Carolina University 1994 — 1999
Bachelor of Science in Business Administration, Finance
Wells Fargo Wealth Management July 2013 - Present
Merrill Lynch Trust Company July 2006 - June 2013
Skills
Wealth Management, Trusts, IRAs, Financial Services, Estate Planning, Mutual Funds, Trust Services, Charitable Trusts, Asset Allocation, Financial Advisory, Investment Management, Investments, Securities
Education
Campbell University 2004 — 2005
Masters, Trust & Investment Management
East Carolina University 1994 — 1999
Bachelor of Science in Business Administration, Finance
Melissa Previte's Merrill Lynch Trust Company Experience July 2003 - December 2007
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America/Merrill Lynch Trust Company January 2008 - Present
Merrill Lynch Trust Company July 2003 - December 2007
Morgan Stanley Trust July 2002 - July 2003
Skills
Certified Trust and..., Proficient in Word,...
Education
New England School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Psychology/German
Bank of America/Merrill Lynch Trust Company January 2008 - Present
Merrill Lynch Trust Company July 2003 - December 2007
Morgan Stanley Trust July 2002 - July 2003
Skills
Certified Trust and..., Proficient in Word,...
Education
New England School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Psychology/German
Charles Rothenberg's Merrill Lynch Trust Company Experience January 2003 - Present
Job SVP, Specialized Fiduciary Group Manager at Merrill Lynch Trust Company
Industry Banking
Experience
Merrill Lynch Trust Company January 2003 - Present
Education
Pace University 1974 — 1977
Master of Business Administration (MBA), Financial Management
City University of New York-Brooklyn College 1970 — 1974
Bachelor of Arts (B.A.), Economics
Merrill Lynch Trust Company January 2003 - Present
Education
Pace University 1974 — 1977
Master of Business Administration (MBA), Financial Management
City University of New York-Brooklyn College 1970 — 1974
Bachelor of Arts (B.A.), Economics