Merrill Lynch Trust Company, FSB
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Merrill Lynch Trust Company, FSB Employees
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
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
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
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
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
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
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