Merrill Lynch Trust Company, FSB

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Merrill Lynch Trust Company, FSB Employees

Employee
Years
Job
Industry
Andrew Roman Andrew Roman Saint Marys, Pennsylvania Details
Andrew Roman's Merrill Lynch Trust Company, FSB Experience May 2000 - September 2004
Job Vice President at CNB Bank
Industry Banking
Experience
CNB Bank  September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC   October 2010 - September 2011
Comerica Bank & Trust, N.A.   September 2004 - December 2009
Merrill Lynch Trust Company, FSB   May 2000 - September 2004
The Bank of New York  July 1988 - May 2000
National Westminster Bank, USA  June 1979 - June 1988
Manufacturers Hanover Trust Company  January 1973 - June 1979

Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services

Education
Iona College   1974 — 1980
MBA, Taxation

City University of New York-Herbert H. Lehman College   1969 — 1974
BA, Accounting

New York State Bankers Association - Estate School

New York State Bankers Association - Tax School

New York State Bankers Association - Trust School

Ottinger Sales Resources Consultative Sales Training

School of Trust Sales & Marketing - University of Colorado

JT Koenig JT Koenig Austin, Texas Area Details
JT Koenig's Merrill Lynch Trust Company, FSB Experience July 2007 - August 2009
Job Vice President & Sr. Trust Team Manager at Wells Fargo Wealth Management, a division of Wells Fargo, NA
Industry Financial Services
Experience
Wells Fargo Wealth Management, a division of Wells Fargo, NA   October 2013 - Present
Wells Fargo Wealth Management, a division of Wells Fargo, NA   September 2012 - September 2013
Merrill Lynch Trust Company, a division of Bank of America, NA   August 2009 - August 2012
Merrill Lynch Trust Company, FSB   July 2007 - August 2009
Merrill Lynch Trust Company, FSB   January 2005 - July 2007
Merrill Lynch Trust Company, FSB   April 2002 - December 2004
Law Office of Jon Todd Koenig   November 2001 - April 2002
Southwest Guaranty Court Trust, a division of National Fiduciary Services   September 1998 - November 2001
Kanaly Trust Company  March 1998 - August 1998
NationsBank, NA  September 1997 - February 1998

Skills
Trust Services, High Net Worth..., Trust Management, Investments, Wealth Management..., Strategic Financial..., Investment Advisory, Securities, Investment Management, Mutual Funds, Retirement, Series 63, Asset Allocation, Wealth, Asset Protection, Estate Tax Planning, Asset Managment, Portfolio Management, IRAs, Estate Administration, Charitable Trusts, Writing, Editing, Published Author, Genealogy, Asset Management, Financial Planning

Education
University of Houston Law Center   2001 — 2003
LLM, Taxation

St. Mary's University School of Law   1992 — 1995
JD, Estate Planning, Probate & Taxation

Leopold-Franzens Universität Innsbruck   1994 — 1994
Certificate of Completion, European and Comparative Law Program

University of Houston   1987 — 1991
BA, Psychology & Communications

Timothy Throckmorton Timothy Throckmorton Middle Haddam, Connecticut Details
Timothy Throckmorton's Merrill Lynch Trust Company, FSB Experience 2003 - 2009
Job Director of Fiduciary Services at Webster Bank
Industry Financial Services
Experience
Webster Bank  July 2013 - Present
Wells Fargo Private Bank  2010 - 2013
BANK OF AMERICA MERRILL LYNCH  2009 - 2010
Merrill Lynch Trust Company, FSB   2003 - 2009
U.S. Trust   2001 - 2002
Davidson, Dawson & Clark, LLP   1998 - 2001
Hawthorne, Ackerly & Dorrance, LLC   1993 - 1998
IBM Credit Corporation  1989 - 1993

Skills
Estate Planning, Leadership, Management, Nonprofits, Philanthropy, Training, Sales, Trusts, High Net Worth..., Relationship Management, Asset Management, CRM, Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Investment Management, Strategy, Asset Allocation, Wealth Management..., Retirement Planning, Mergers & Acquisitions

Education
Quinnipiac University School of Law   1989 — 1993
Master of Laws (LLM), Taxation

New York Law School   1985 — 1989
Doctor of Law (JD)

University of Denver   1977 — 1981
BSBA, Finance and Marketing

George Cotto, J.D., CTFA George Cotto, J.D., CTFA Jacksonville, Florida Area Details
George Cotto, J.D., CTFA's Merrill Lynch Trust Company, FSB Experience December 1997 - June 2004
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A.   January 2011 - Present
Wells Fargo Bank, N.A.   January 2009 - January 2011
Wachovia Bank, N.A.   June 2005 - December 2008
Wachovia Bank, N.A.   June 2004 - May 2005
Merrill Lynch Trust Company, FSB   December 1997 - June 2004
Florida Legislature  May 1994 - August 1997

Skills
Wealth Management, Asset Allocation, Risk Management, Personal Trust..., Investments, Banking, Financial Risk, Financial Advisory, Trusts, Management, Auditing, Training, Real Estate, Accounting, Asset Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Trust Services, Wealth Management..., Estate Planning, Series 7, Strategic Financial..., Investment Advisory, Investment Management

Education
Florida Coastal School of Law   1997 — 2002
J.D.

Florida State University
BA

New York University

Eric Hawes, CFP®, CTFA Eric Hawes, CFP®, CTFA Greater New York City Area Details
Eric Hawes, CFP®, CTFA's Merrill Lynch Trust Company, FSB Experience March 2004 - June 2006
Job Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2006 - Present
Merrill Lynch Trust Company, FSB   March 2004 - June 2006
Merrill Lynch Trust Company, FSB   August 2002 - March 2004

Skills
Estate Planning, Retirement Planning, Philanthropy, Certified Financial..., Personal Trust..., Financial Planning, Series 7, Asset Allocation

Education
Campbell University
Master

Campbell University
Bachelor of Business Administration

Robert Pullis Robert Pullis Houston, Texas Area Details
Robert Pullis's Merrill Lynch Trust Company, FSB Experience 2003 - 2006
Job Faculty College of Business at Louisiana Tech University
Industry Law Practice
Experience
Louisiana Tech University  November 2012 - Present
Pullis Law Firm   June 1999 - October 2012
Merrill Lynch Trust Company, FSB   2003 - 2006
Various companies  1990 - 2004

Skills
Commercial Litigation, Bankruptcy, Mediation, Trusts, Estate Tax Planning, Employment Law, Wills, Courts, Westlaw, Criminal Law, Trials, Family Law, Appeals, Intellectual Property, Legal Research, Property Law, Estate Law, Legal Writing, Tax Law, Personal Injury, Arbitration, Lexis, Civil Litigation, Dispute Resolution, Administrative Law, Legal Issues, Dispute, Legal Advice, Estate Planning, Corporate Law, Contract Negotiation, Hearings, Torts, Tax, Asset Protection, Contract Law, Construction Law, Consumer Law

Education
University of Houston Law Center   2005 — 2006
LL.M., Taxation

University of Miami School of Law   1998 — 1999
LL.M., Estate Planning

Oklahoma City University   1994 — 1997
Juris Doctorate, Law

Peter Pangis Peter Pangis New York, New York Details
Peter Pangis's Merrill Lynch Trust Company, FSB Experience January 2002 - December 2008
Job Managing Director & Market Trust Executive at U. S. Trust Company
Industry Banking
Experience
US Trust, Bank of America Private Wealth Management  January 2009 - Present
Merrill Lynch Trust Company, FSB   January 2002 - December 2008
Merrill Lynch Trust Company, FSB   September 1996 - December 2002

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2004 — 2006
Executive M.B.A., Finance

Thomas M. Cooley Law School   1990 — 1992
J.D., Taxation

Rutgers, The State University of New Jersey-New Brunswick   1985 — 1988
B.S., Economics