Security Trust Company
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Security Trust Company Employees
Scottsdale Community College November 2005 - Present
Rio Salado College August 2002 - November 2005
Security Trust Company January 2002 - August 2002
Integrated Information Systems July 1999 - December 2001
Skills
Microsoft SQL Server, C#, ASP.NET, .NET, XML, SSIS, Visual Studio, VB.NET, Databases, Active Directory, Visual Basic, Crystal Reports, Servers, Windows Server, Windows 7, Business Analysis, Troubleshooting, Testing, MS Project, IIS, SQL, Microsoft Technologies, SharePoint, VMware, Enterprise Architecture, IT Management, Disaster Recovery, System Administration, Microsoft Project
Education
Arizona State University 1995 — 1999
Ph.D., Mathematics
North Dakota State University 1994 — 1995
N/A, Mathematics
Beneco December 2003 - Present
Security Trust Company September 2001 - November 2003
Becker & Associates January 2000 - August 2001
Desert Inn May 1997 - June 1999
Aztec Inn April 1995 - May 1997
Skills
Relationship Management, Customer Service, 401k, Defined Benefit, Mutual Funds, Account Management, Pensions, Life Insurance, Insurance, Retirement Planning, Financial Services, Retirement, Qualified Retirement..., Retirement Plan...
Education
Northern Illinois University - College of Business 1980 — 1982
Bachelor of Science, General Management
College of Lake County 1978 — 1980
Associate of Science, Business
Advisory Trust Company of Delaware May 2008 - Present
AST Capital Trust June 1991 - May 2008
Security Trust Company 1990 - 2003
Skills
Trust Services, Thought Leadership, National Speaker, Wealth Management, Charitable Trusts, Custodians, Trade Show Presentations, Operations Management, Strategic Planning, RIAs, Webinars, Charitable Gift Planning, Financial Services, Donor Advised Funds, Account Reconciliation, Community Foundations, Subject Matter Experts, Marketing Strategy, Technology Integration, Estate Administration, Estate Planning, Investment Advisory, Investment Management, Mutual Funds, High Net Worth..., Executive Management, Financial Advisory, Financial Planning, Asset Management, Finance, Portfolio Management, Investments
Education
University of Arizona 1977 — 1981
BS, Systems and Industrial Engineering
AXA Advisors 2012 - October 2014
Charles Schwab November 2007 - July 2011
Security Trust Company October 2002 - November 2003
Vanguard March 1999 - October 2002
Skills
Real Estate Appraisal
Education
Kansas State University
Cystic Fibrosis Foundation April 2013 - Present
Ahwatukee Foothills National Charity League, Inc. June 2013 - May 2014
AZ Autism United July 2009 - March 2013
AZ Autism United July 2008 - July 2009
the bagnall company March 2008 - May 2009
Ensynch, Inc February 2007 - January 2008
Robert Half International May 2006 - February 2007
Quantum Performance Institute 2003 - 2005
Security Trust Company February 2000 - October 2003
Universal Pensions, Inc 1998 - 2000
Skills
New Business Development, Crisis, Strategic Planning, Public Speaking, Non-profits, Budgets, Business Development, Team Building, Customer Service, Leadership, Program Management, Fundraising, Strategic Partnerships, Social Media, Marketing, Executive Management, Account Management, Recruiting, Business Strategy, Project Management, Coaching, Nonprofits, Event Planning, Staff Development, Strategy, Public Relations, Event Management, Program Development, Social Media Marketing, Project Planning, Human Resources, Sales, Operations Management, Performance Management, Community Outreach, Negotiation, Volunteer Management, Management, Consulting, Leadership Development, Social Networking
Education
North Carolina State University 1987 — 1993
BA, Business Management & Political Science
CHS
Terry Maltby Real Estate March 2013 - Present
Assistant to Terry Maltby, Associate Broker--Coldwell Banker August 2003 - March 2013
Chicago Trust Company of California and Chicago Deferred Exchange August 1997 - August 2003
Security Trust Company August 1989 - August 1997
Security Trust Company (formerly SAFECO Title) January 1985 - August 1989
Skills
Investors, Real Estate, Sellers, Investments, 1031 Exchanges, REO, Foreclosures, Investment Properties, Real Estate Transactions, Short Sales, Brokerage, Residential Homes, Condos, First Time Home Buyers, Referrals, Single Family Homes, Relocation, Buyer Representation, Property, Real Estate Economics, Selling, Real Estate Financing, New Home Sales, Listings, Real Property, Sales, FHA, Commercial Real Estate, Disposition
Education
University of California, Riverside 1970 — 1974
BA, Urban Studies
CreaTV San Jose August 2011 - Present
BCA Architects May 2010 - December 2010
Talmadge Mackey July 2007 - May 2010
Conner Homes Company 1996 - 2007
Corporate Planning & Communications June 1986 - September 1992
Security Trust Company 1990 - 1991
One Central Bank 1986 - 1988
Skills
Confidentiality, Outlook, Event Planning, Marketing, Management, Leadership, Advertising, Public Speaking, Sales, Team Building, Nonprofits
Education
University of California, Santa Barbara 1967 — 1970
BA, Political Science/English
Fifth Third Bank October 2011 - Present
Citibank Asia Pacific Region October 2009 - October 2011
Citibank 1986 - October 2009
Citicorp Investment Services 2005 - 2007
Security Trust Company 1979 - 1986
Education
The University of Chicago Booth School of Business 2007 — 2009
University of Rochester - Simon Business School 1980 — 1983
NC Enterprises Inc. (Rita's Italian Ice) December 2006 - Present
Central PA Subway Development Corp November 2011 - July 2012
Security Trust Company 2005 - 2009
Shippensburg University October 2002 - August 2005
Skills
Customer Service, Marketing Strategy, Public Speaking, Event Planning, Social Media, Marketing, Strategic Planning, Social Media Marketing, Budgets, Team Building, Fundraising, Sales
Education
Shippensburg University of Pennsylvania 2003 — 2005
Masters, Organizational Development and Leadership with emphasis on Communications
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Marketing
StudyPoint April 2013 - Present
EF Educational Tours June 2008 - March 2013
AST Capital Trust April 2004 - May 2008
Security Trust Company November 2002 - April 2004
Design-Plus Programming 1999 - 2002
Skills
ASP.NET MVC, ASP.NET Web API, KnockoutJS, jQuery, AJAX, Amazon Web Services..., MongoDB, .NET, Microsoft SQL Server, ASP.NET, WPF, LINQ, C#, WCF, DDD, Entity Framework, SOA, WCF Services, T-SQL, REST, Visual Studio, Scrum, Firebase, ORM, PHP, MySQL
Education
University of Oklahoma 1997 — 2000
Bachelor of Science (B.S.)
Syracuse University 1994 — 1996
The Barrio Foundation 2008 - Present
philanthropy July 2007 - Present
Security Trust Company January 2007 - November 2009
Nationwide Hospitality Inc. November 2000 - June 2007
Airport Accommodation April 1997 - October 2000
Skills
Client Relationship..., Sourcing & Procurement, Emergency Operations, Emergency Communications, Marketing Strategy, Executive Management, 401 K Rollovers, Compliance Management, Financial Accounting, Computer Literate, Yield Management, Grant Management, Loyalty Program..., Convention Services, Airport Management, Hotel Contract..., Mergers, Business Acquisition, CRM, Contract Negotiation, Grants, Mergers & Acquisitions, Emergency Management, Non-profits, Staff Development, Government, Loyalty Programs
Education
University of Illinois at Chicago
Cedar Hill July 2003 - Present
Asset Consulting Group September 1999 - June 2003
Security Trust Company August 1996 - August 1997
Skills
Investments, Hedge Funds, Fund Of Funds, Alternative Investments, Investment Strategies, Private Equity, Investment Advisory, Real Estate Investment, Investment Products, Investment Promotion
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Gettysburg College 1989 — 1993
BA, Politcal Science and Economics
Visual Technology 2009 - Present
SEI Investments 1995 - 2004
Security Trust Company September 1983 - May 1995
Education
University of Maryland College Park 1979 — 1984
ATT October 2002 - Present
Cingular Wireless September 2002 - 2002
Dallas Independent School District 2001 - 2002
Nortel Networks 1996 - 2001
Eastman Kodak 1992 - 1996
Eastman Kodak Credit Corporation 1990 - 1992
Fleet Bank 1988 - 1989
Security Trust Company 1984 - 1987
Monroe Music Centers 1980 - 1983
The Aquinas Institute of Rochester 1981 - 1982
Skills
Telecommunications, Product Marketing, Wireless, Managed Services, Management, Sales, IP, Call Centers, Integration, Cloud Computing, Solution Architecture, SDLC
Education
State University of New York College at Brockport 1978 — 1981
BA, International Economics-Bilingual Multicultural Studies
Texas A&M University 1978 — 1978
Teacher Certification Masters Coursework
Eastman School of Music
Continuing Education - Strings
Nazareth College
Portuguese
Mind Chemistry 2012 - Present
AZ Department of Economic Security March 2006 - October 2010
Teacher's Pal 2004 - 2006
Security Trust Company 2002 - 2004
Skills
Talent Acquisition, Microsoft Office, Web Design, Business Analysis, Program Management, Management, Change Management, Microsoft Excel, Technical Recruiting, Negotiation, Business Process, MS Project, Sales, Account Management, Agile Methodologies, SDLC, Software Development, IT Strategy, Vendor Management, Enterprise Architecture, Quality Assurance, Project Management, Business Development, Strategic Planning, Recruiting, Process Improvement
Education
The University of Memphis 1987 — 1993
Canandaigua Orthopaedic 1997 - Present
Thompson Health 1996 - 1997
Thompson Health 1995 - 1996
Thompson Health 1993 - 1995
Siebert Trucking Company 1983 - 1993
Insley-McEntee Equipment Co., Inc 1982 - 1984
Security Trust Company 1977 - 1982
Skills
Office Management, Customer Relations, Budgeting, Medical Billing, Supervisory Skills, Event Management, Accounting, Non-profits, Outlook, Budgets, Accounts Payable, System Administration, Customer Service, Access, Management, Payroll, Financial Reporting, Employee Relations, Microsoft Office, Human Resources, Accounts Receivable, Microsoft Word, Microsoft Excel, Leadership, Fundraising, Project Management, Recruiting, PowerPoint, Team Leadership
Education
Finger Lakes Community College
Business Administration
Hubbell, Inc August 2002 - Present
Security Trust Company January 2001 - August 2002
CIGNA Healthcare June 1999 - August 2000
CIGNA Healthcare September 1998 - June 1999
CIGNA Retirement and Investment Services (now Prudential January 1997 - September 1998
Smith Barney, Inc 1997 - 1997
Education
Central Connecticut State University
Bachelor of Arts, Mathematics and Sociology
University of Hartford 1988 — 1991
Associate of Arts, Liberal Arts
Schwartz Heslin Group, Inc. June 1995 - Present
The Empire Page 1993 - 2011
University of Albany 2005 - 2010
The Business Council of New York State, Inc. 1995 - 2010
Schuyler Center 1990 - 2010
Security Trust Company 1962 - 1984
Skills
Non-profits, Nonprofits, Public Policy, Public Speaking, Strategic Planning, Strategy, Business Development, Business Planning, Business Strategy, Corporate Finance, Due Diligence, Economic Development, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Leadership, Fundraising, Management, Management Consulting, Mergers, Mergers, Start-ups, Valuation, Venture Capital, Investments, Legislative Relations, Mergers & Acquisitions
Education
State University of New York at Albany 1963 — 1967
Bachelor of Science (BS), Economicz
Columbia University in the City of New York 1962 — 1964
Bachelor of Science (BS), Economics
Columbia University in the City of New York
Economics
Friends Seminary
United First Financial January 2008 - Present
Security Trust Company October 2005 - December 2007
Weekenders, USA August 1997 - June 2006
Education
University of Minnesota-Twin Cities 1964 — 1968
B.S, Secondary Education
1st Source Mortgage March 2008 - Present
United First Financial December 2007 - Present
Security Trust Company November 2005 - Present
Education
Emory University 1975 — 1978
BA/BS, English/Sociology
Fiduciary Services Regulatory Alert May 2004 - Present
Fiduciary Services Consulting Group, LLC March 2002 - Present
Gail Weiss & Associates, Inc. 2000 - 2002
Office of Thrift Supervision 1998 - 2000
Central Fidelity National Bank 1994 - 1998
Fiduciary Services Consultant 1990 - 1994
Security Trust Company 1980 - 1990
Office of the Comptroller of the Currency 1977 - 1980
Skills
Fiduciary laws and..., Internal controls, Identification of..., Fiduciary risk..., Project management, Innovative resolution..., Policy & procedure..., Problem solving, Project Management, Leadership, Training, Executive Management, Management, Budgets, Risk Management, Internal Controls, Banking, Strategic Planning, Process Improvement, Problem Solving, Auditing, Internal Audit, Investment Management, Risk Assessment, Mutual Funds, Investments, Financial Services, Policy, Analysis, Financial Analysis, Securities
Education
University of Baltimore School of Law 1974 — 1977
Juris Doctor
University of Maryland College Park 1970 — 1974
BS, Finance
Rochester Gas & Electric January 1965 - April 2003
Security Trust Company June 1964 - January 1965
Skills
Invoicing
Education
Rochester Institute of Technology
Secretarial Science Diploma